HomeMy WebLinkAboutItem No. 16 PSA DMG Economics for Econ Devel SvsCity Council Agenda Report
City of Lake Elsinore 130 South Main Street
Lake Elsinore, CA 92530
www.lake-elsinore.org
File Number: ID# 21-180
Agenda Date: 5/25/2021 Status: Approval FinalVersion: 1
File Type: Council Consent
Calendar
In Control: City Council / Successor Agency
Agenda Number: 16)
Professional Services Agreement with Development Management Group, Inc. (DMG
Economics) for Provision of Economic Development Services
Staff recommends the City Council approve a Professional Services Agreement with Development
Management Group, Inc. to provide Economic Development Professional Services to the City of Lake
Elsinore for the period of FY 2021/2022 through FY 2023/2024 and authorize the City Manager to
execute the Agreement in substantially the form attached and in such final form.
Page 1 City of Lake Elsinore Printed on 5/20/2021
REPORT TO THE CITY COUNCIL
To: Honorable Mayor and Members of the City Council
From: Jason Simpson, City Manager
Date: May 25, 2021
Subject: Professional Services Agreement with Development Management Group,
Inc. (DMG Economics) for Provision of Economic Development Services
Recommendation
Approve a Professional Services Agreement with Development Management Group, Inc. to
provide Economic Development Professional Services to the City of Lake Elsinore for the period
of FY 2021/2022 through FY 2023/2024 and authorize the City Manager to execute the
Agreement in substantially the form attached and in such final form as approved by the City
Attorney.
Background
Beginning in April, 2014, 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,
2018 the City of Lake Elsinore contracted with DMG Economics under the current three (3) year
agreement to provide professional services.
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 Wal-Mart project. Walmart opened its new store in
March, 2021. The pad development is now commencing with ground-breaking to occur in
June, 2021 for Raising Cane’s and construction slated to begin in July/August for AutoZone
and Taco Bell.
2. Served as project ombudsman for new Lake Elsinore Honda Dealership.
3. Served as project ombudsman for Central Place (Marshall’s Skechers, Ulta, Five Below,
Pielogy, Panera, Miguel’s Jr., Ono Hawaiian, Verizon and Bright Now Dental).
4. Assisted in recruitment of Chick-Fil-A, Aldi and additional Starbucks facilities to City of Lake
Elsinore
Development Management Group, Inc.
May 25, 2021
Page 2
5. 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).
6. In Spring of 2020, as the pandemic began, and business interruptions took place, DMG, Inc.
took an active role in presenting webinars to assist businesses with understanding how to
access Small Business Administration Payroll Protection Program (PPP) Loans. Over a
period of between 45-60 days, we presented to over 200 businesses through Zoom as well
as providing one on one assistance to about 30 businesses.
7. In Spring of 2020, as the pandemic began, and workplace interruption took hold, DMG, Inc.
took an active role in presenting webinars to homeowners to assist them with how to utilize
the CARES Act Forbearance Program as well as how to communicate with their utility
company(ies). Over a period of about 30 days, we assisted about 50 homeowners with this
needed information.
8. Participated as an economist in the evaluation of Alberhill Villages Specific Plan. Our work
helped the City successfully negotiate a Development Agreement with the project applicant.
9. Generated a Long-Term Economic Development Strategic Plan that addresses retail, office,
industrial and residential.
10. Completed Retail and Hotel Market Analysis that has been used by various developers and
retailers (along with hoteliers) to make investment decisions.
11. Participated on team from City to design and implement a Cannabis-Related Business
strategy including the Application/CUP Process as well as completing Fiscal Impact Analysis
and working with City Attorney’s Office and applicants on Development Agreements.
12. Created Annual Market Demographics and Retail Market Opportunity that is used by retailers,
brokers and developers (distributed via email, hardcopy and at special events).
13. 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). Work also included a major amendment to the
PPA to correct pricing issues within original PPA.
14. Provided Economic Impact Damage Analysis regarding the Lake Elsinore Diamond Stadium
for use by Assistant City Manager/Successor Agency Assistant Executive Director and City
Attorney/Agency Counsel in seeking approval from the California State Department of
Finance regarding certain enforceable obligations of the former RDA.
15. Assisted in working with Pennington Partners on a new industrial park off Collier Street in
Lake Elsinore.
Development Management Group, Inc.
May 25, 2021
Page 3
Discussion
Over the past seven (7) years, DMG, Inc. has demonstrated the expertise, contacts,
organizational, marketing and salesmanship skills necessary to continue to drive economic
investment into the City of Lake Elsinore. Below is a synopsis of what they will continue to provide
under the proposed agreement:
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 various projects within the City.
3. DMG, Inc. shall continue to follow-up in regard to 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. Customized research for particular companies that the City of Lake Elsinore is targeting for
location, expansion and/or relocation.
8. DMG, Inc. presentations to business prospects (retail, commercial and industrial) in support
of efforts to attract additional investment into the community.
9. Economic, employment and/or fiscal impact analysis of proposed development projects in an
effort to properly provide information to the residents, businesses, council members and staff
within the City of Lake Elsinore.
10. Preparation for and represent of City of Lake Elsinore at industry tradeshows including the
International Council of Shopping Centers (ICSC) Las Vegas International and Western
Regional Conference(s).
11. 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.
12. Provide Economic Development Training to City of Lake Elsinore staff, business leaders,
appointed and elected officials.
13. 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.
Development Management Group, Inc.
May 25, 2021
Page 4
14. Additional economic development, micro-economics and post-redevelopment related
services as needed (and mutually agreed upon).
The proposed agreement has a three (3) year term. City staff and DMG, Inc. concur that a long -
term commitment is needed to continue fostering a pipeline of projects. That said, the proposed
allows for a 90-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 $12,000 per month for the
duration of the thirty-six (36) month Agreement (Fiscal Years 2021/22 to 2023/24).
Exhibit(s)
A – Agreement
B – Proposal
C – Overview of Business Activities
@BCL@7C0FCA2C Page 1
AGREEMENT FOR PROFESSIONAL SERVICES
BETWEEN DEVELOPMENT MANAGEMENT GROUP, INC. AND THE CITY OF LAKE
ELSINORE
ECONOMIC DEVELOPMENT CONSULTING SERVICES
This Agreement for Professional Services (the “Agreement”) is made and entered into as
of July 1, 2021, by and between the City of Lake Elsinore, a municipal corporation (‘‘City") and
Development Management Group, Inc., a California Corporation ("Consultant").
RECITALS
A. The City has determined that it requires the following professional services in the
areas of economic development and economics as identified in Exhibit A.
B. Consultant has submitted to City a proposal, attached hereto as Exhibit A
(“Consultant’s Proposal”) and incorporated herein, to provide professional services to City
pursuant to the terms of this Agreement.
C. Consultant possesses the skill, experience, ability, background, certification, and
knowledge to perform the services described in this Agreement on the terms and conditions
described herein.
D. City desires to retain Consultant to perform the services as provided herein and
Consultant desires to provide such professional services as set forth in this Agreement.
AGREEMENT
1. Scope of Services. Consultant shall perform the services described in
Consultant’s Proposal (Exhibit A). Consultant shall provide such services at the time, place, and
in the manner specified in Consultant’s Proposal, subject to the direction of the City through its
staff that it may provide from time to time.
2. Time of Performance.
a. Time of Essence. Time is of the essence in the performance of this
Agreement. The time for completion of the professional services to be performed by Consultant
is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently
the professional services contemplated pursuant to this Agreement according to the agreed-upon
performance schedule in Consultant’s Proposal (Exhibit A).
b. Performance Schedule. Consultant shall commence the services pursuant
to this Agreement upon receipt of a written notice to proceed and shall perform all services within
the time period(s) established in the Consultant’s Proposal (Exhibit A). When requested by
Consultant, extensions to the time period(s) specified may be approved in writing by the City
Manager.
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c. Term. The term of this Agreement shall commence upon execution of this
Agreement (effective July 1, 2021) and shall continue until Suspension or Termination (Section 6
of this Agreement) or June 30, 2024, in accordance with the Consultant’s Proposal (Exhibit A).
3. Compensation. Compensation to be paid to Consultant shall be in accordance
with the fees set forth in Consultants’ Proposal (Exhibit A), which is attached hereto and
incorporated herein by reference. In no event shall Consultant’s compensation exceed twelve
thousand dollars per month ($12,000) without additional written authorization from the City.
Notwithstanding any provision of Consultant’s Proposal to the contrary, out of pocket expenses
set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge.
Payment by City under this Agreement shall not be deemed a waiver of defects, even if such
defects were known to the City at the time of payment.
4. Method of Payment. Consultant shall promptly submit billings to the City
describing the services and related work performed during the preceding month to the extent that
such services and related work were performed. Consultant’s bills shall be segregated by project
task, if applicable, such that the City receives a separate accounting for work done on each
individual task for which Consultant provides services. Consultant’s bills shall include a brief
description of the services performed, the date the services were performed, the number of hours
spent and by whom, and a description of any reimbursable expenditures. City shall pay
Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff.
5. Background Checks. At any time during the term of this Agreement, the City
reserves the right to make an independent investigation into the background of Consultant’s
personnel who perform work required by this Agreement, including but not limited to their
references, character, address history, past employment, education, social security number
validation, and criminal or police records, for the purpose of confirming that such personnel are
lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons
or property in and around the vicinity of where the services will be rendered or City Hall. If the City
makes a reasonable determination that any of Consultant’s prospective or then current personnel
is deemed objectionable, then the City may notify Consultant of the same. Consultant shall not
use that personnel to perform work required by this Agreement, and if necessary, shall replace
him or her with a suitable worker.
6. Suspension or Termination.
a. The City may at any time, for any reason, with or without cause, suspend
or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ninety
(90) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease
all work under this Agreement, unless the notice provides otherwise. If the City suspends or
terminates a portion of this Agreement such suspension or termination shall not make void or
invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the City
shall pay to Consultant the actual value of the work performed up to the time of termination,
provided that the work performed is of value to the City. Upon termination of the Agreement
pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section
entitled “Method of Payment” herein.
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7. Plans, Studies, Documents.
a. Ownership of Documents. All plans, studies, documents and other writings
prepared by and for Consultant, its officers, employees and agents and subcontractors in the
course of implementing this Agreement, except working notepad internal documents, shall
become the property of the City upon payment to Consultant for such work, and the City shall
have the sole right to use such materials in its discretion without further compensation to
Consultant or to any other party. Consultant shall, at Consultant’s expense, provide such reports,
plans, studies, documents and other writings to City upon written request. City shall have sole
determination of the public’s rights to documents under the Public Records Act, and any third-
party requests of Consultant shall be immediately referred to City, without any other actions by
Consultant.
b. Licensing of Intellectual Property. This Agreement creates a nonexclusive
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 or 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 that all subcontractors
agree in writing that City is granted a nonexclusive and perpetual license for any Documents &
Data the subcontractor 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 shall be at City’s sole risk.
c. Confidentiality. 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 shall not, without the
prior written consent of City, be used by Consultant for any purposes other than the performance
of the services under this Agreement. Nor shall such materials be disclosed to any person or
entity not connected with the performance of the services under this Agreement. Nothing
furnished to Consultant which is otherwise known to Consultant or is generally known, or has
become known, to the related industry shall be deemed confidential. Consultant shall not use
City’s name or insignia, photographs relating to project for which Consultant ’s services are
rendered, or any publicity pertaining to the Consultant’s services under this Agreement in any
magazine, trade paper, newspaper, television or radio production or other similar medium without
the prior written consent of City.
8. Consultant’s Books and Records.
a. Consultant shall maintain any and all ledgers, books of account, invoices,
vouchers, canceled checks, and other records or documents evidencing or relating to charges for
services, or expenditures and disbursements charged to City for a minimum period of three (3)
years, or for any longer period required by law, from the date of final payment to Consultant to
this Agreement.
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b. Consultant shall maintain all documents and records which demonstrate
performance under this Agreement for a minimum period of three (3) years, or for any longer
period required by law, from the date of termination or completion of this Agreement.
c. Any records or documents required to be maintained pursuant to this
Agreement shall be made available for inspection or audit, at any time during regular busine ss
hours, upon written request by the City Manager, City Attorney, City Auditor or a designated
representative of these officers. Copies of such documents shall be provided to the City for
inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually
agreed upon, the records shall be available at Consultant’s address indicated for receipt of notices
in this Agreement.
d. Where City has reason to believe that such records or documents may be
lost or discarded due to dissolution, disbandment or termination of Consultant’s business, City
may, by written request by any of the above-named officers, require that custody of the records
be given to the City and that the records and documents be maintained in City Hall. Access to
such records and documents shall be granted to any party authorized by Consultant, Consultant’s
representatives, or Consultant’s successor-in-interest.
9. Independent Contractor.
a. Consultant is and shall at all times remain as to the City a wholly
independent contractor pursuant to California Labor Code Section 3353. The personnel
performing the services under this Agreement on behalf of Consultant shall at all times be under
Consultant’s exclusive direction and control. Neither City nor any of its officers, 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 not at any time or
in any manner represent that it or any of its officers, employees, or agents are in any manner
officers, employees, or agents of the City. Consultant shall not incur or have the power to incur
any debt, obligation, or liability whatsoever against City, or bind City in any manner.
b. Notwithstanding any other federal, state and local laws, codes, ordinances
and regulations to the contrary and except for the fees paid to Consultant as provided in the
Agreement, Consultant and any of its employees, agents, and subcontractors providing service
under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any
claims to, any compensation, benefit, or any incident of employment by City, including but not
limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution
to be paid by City for employer contribution and/or employee contributions for PERS benefits.
10. PERS Eligibility Indemnification. In the event that Consultant or any employee,
agent, or subcontractor of Consultant providing services under this Agreement claims or is
determined by a court of competent jurisdiction or the California Public Employees Retirement
System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall
indemnify, defend, and hold harmless City for the payment of any employee and/or employer
contributions for PERS benefits on behalf of Consultant or its employees, agents, or
subcontractors, as well as for the payment of any penalties and interest on such contributions,
which would otherwise be the responsibility of City.
11. Interests of Consultant. Consultant (including principals, associates and
professional employees) covenants and represents that it does not now have any investment or
interest in real property and shall not acquire any interest, direct or indirect, in the area covered
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by this Agreement or any other source of income, interest in real property or investment which
would be affected in any manner or degree by the performance of Consultant’s services
hereunder. Consultant further covenants and represents that in the performance of its duties
hereunder no person having any such interest shall perform any services under this Agreement.
Consultant is not a designated employee within the meaning of the Political Reform Act
because Consultant:
a. will conduct research and arrive at conclusions with respect to his/her
rendition of information, advice, recommendation or counsel independent of the control and
direction of the City or of any City official, other than normal agreement monitoring; and
b. possesses no authority with respect to any City decision beyond rendition
of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).)
12. Professional Ability of Consultant. City has relied upon the professional training
and ability of Consultant to perform the services hereunder as a material inducement to enter into
this Agreement. Consultant shall therefore provide properly skilled professional and technical
personnel to perform all services under this Agreement. All work performed by Consultant under
this Agreement shall be in accordance with applicable legal requirements and shall meet the
standard of quality ordinarily to be expected of competent professionals in Consultant’s field of
expertise.
13. Compliance with Laws.
a. Consultant shall comply with all local, state and federal laws and
regulations applicable to the services required hereunder, including any rule, regulation or bylaw
governing the conduct or performance of Consultant and/or its employees, officers, or board
members.
b. Consultant represents that it has obtained and will maintain at all times
during the term of this Agreement all professional and/or business licenses, certifications and/or
permits necessary for performing the services described in this Agreement, including a City
business license.
14. Licenses. Consultant represents and warrants to City that it has the licenses,
permits, qualifications, insurance and approvals of whatsoever nature which are legally required
of Consultant to practice its profession. Consultant represents and warrants to City that
Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term
of this Agreement, any licenses, permits, insurance and approvals which are legally required of
Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business
license.
15. Indemnity. Consultant shall indemnify, defend, and hold harmless the City and its
officials, officers, employees, agents, and volunteers from and against any and all losses, liability,
claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily
injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law
or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts
or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they
could be held strictly liable, or by the quality or character of their work. The foregoing obliga tion
of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of
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law arises from the sole negligence or willful misconduct of the City or its officers, employees,
agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents
have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is
understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend
as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance
certificates and endorsements required under this Agreement does not relieve Consultant from
liability under this indemnification and hold harmless clause. This indemnif ication and hold
harmless clause shall apply to any damages or claims for damages whether or not such insurance
policies shall have been determined to apply. By execution of this Agreement, Consultant
acknowledges and agrees to the provisions of this Section and that it is a material element of
consideration.
16. Insurance Requirements.
a. Insurance. Consultant, at Consultant’s own cost and expense, shall
procure and maintain, for the duration of the contract, unless modified by the City’s Risk Manager,
the following insurance policies.
i. Workers’ Compensation Coverage. Consultant shall maintain
Workers’ Compensation Insurance and Employer’s Liability Insurance for his/her
employees in accordance with the laws of the State of California. In addition, Consultant
shall require each subcontractor to similarly maintain Workers’ Compensation Insurance
and Employer’s Liability Insurance in accordance with the laws of the State of California
for all of the subcontractor’s employees. Any notice of cancellation or non-renewal of all
Workers’ Compensation policies must be received by the City at least thirty (30) days prior
to such change. The insurer shall agree to waive all rights of subrogation against City, its
officers, agents, employees and volunteers for losses arising from work performed by
Consultant for City. In the event that Consultant is exempt from Worker’s Compensation
Insurance and Employer’s Liability Insurance for his/her employees in accordance with
the laws of the State of California, Consultant shall submit to the City a Certificate of
Exemption from Workers Compensation Insurance in a form approved by the City
Attorney.
ii. General Liability Coverage. Consultant shall maintain commercial
general liability insurance in an amount not less than one million dollars ($1,000,000) per
occurrence for bodily injury, personal injury and property damage. If a commercial general
liability insurance form or other form with a general aggregate limit is used, either the
general aggregate limit shall apply separately to the work to be performed under this
Agreement or the general aggregate limit shall be at least twice the required occurrence
limit. Required commercial general liability coverage shall be at least as broad as
Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed.
11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering
comprehensive General Liability and Insurance Services Office form number GL 0404
covering Broad Form Comprehensive General Liability. No endorsement may be attached
limiting the coverage.
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iii. Automobile Liability Coverage. Consultant shall maintain
automobile liability insurance covering bodily injury and property damage for all activities
of the Consultant arising out of or in connection with the work to be performed under this
Agreement, including coverage for owned, hired and non-owned vehicles, in an amount
of not less than one million dollars ($1,000,000) combined single limit for each occurrence.
Automobile liability coverage must be at least as broad as Insurance Services Office
Automobile Liability form CA 0001 (ed. 12/90) Code 1 (“any auto”). No endorsement may
be attached limiting the coverage.
iv. Professional Liability Coverage. Consultant shall maintain
professional errors and omissions liability insurance appropriate for Consultant’s
profession for protection against claims alleging negligent acts, errors or omissions which
may arise from Consultant’s services under this Agreement, whether such services are
provided by the Consultant or by its employees, subcontractors, or sub consultants. The
amount of this insurance shall not be less than one million dollars ($1,000,000) on a
claims-made annual aggregate basis, or a combined single limit per occurrence basis.
b. Endorsements. Each general liability and automobile liability insurance
policy shall be with insurers possessing a Best’s rating of no less than A:VII and shall be endorsed
with the following specific language:
i. Notwithstanding any inconsistent statement in any required
insurance policies or any subsequent endorsements attached thereto, the protection
offered by all policies, except for Workers’ Compensation, shall bear an endorsement
whereby it is provided that, the City and its officers, employees, servants, volunteers and
agents and independent contractors, including without limitation, the City Manager and
City Attorney, are named as additional insureds. Additional insureds shall be entitled to
the full benefit of all insurance policies in the same manner and to the same extent as any
other insureds and there shall be no limitation to the benefits conferred upon them other
than policy limits to coverages.
ii. This policy shall be considered primary insurance as respects the
City, its elected or appointed officers, officials, employees, agents and volunteers.
Any insurance maintained by the City, including any self-insured retention the City may
have, shall be considered excess insurance only and shall not contribute with it.
iii. This insurance shall act for each insured and additional insured as
though a separate policy had been written for each, except with respect to the limits of
liability of the insuring company.
iv. The insurer waives all rights of subrogation against the City, its
elected or appointed officers, officials, employees or agents.
v. Any failure to comply with reporting provisions of the policies shall
not affect coverage provided to the City, its elected or appointed officers, officials,
employees, agents or volunteers.
vi. The insurance provided by this Policy shall not be suspended,
voided, canceled, or reduced in coverage or in limits except after thirty (30) days writt en
notice has been received by the City.
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c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured
retentions must be declared to and approved by the City. At the City’s option, Consultant shall
demonstrate financial capability for payment of such deductibles or self-insured retentions.
d. Certificates of Insurance. Consultant shall provide certificates of insurance
with original endorsements to City as evidence of the insurance coverage required herein.
Certificates of such insurance shall be filed with the City on or before commencement of
performance of this Agreement. Current certification of insurance shall be kept on file with the
City at all times during the term of this Agreement.
17. Notices. Any notice required to be given under this Agreement shall be in writing
and either served personally or sent prepaid, first class mail. Any such notice shall be addressed
to the other party at the address set forth below. Notice shall be deemed communicated within
48 hours from the time of mailing if mailed as provided in this section.
If to City: City of Lake Elsinore
Attn: City Manager
130 South Main Street
Lake Elsinore, CA 92530
With a copy to: City of Lake Elsinore
Attn: City Clerk
130 South Main Street
Lake Elsinore, CA 92530
If to Consultant: Development Management Group, Inc.
Attn: Michael Bracken, Managing Partner
41-625 Eclectic Street, Suite D-2
Palm Desert, CA 92260
18. Assignment and Subcontracting. The parties recognize that a substantial
inducement to City for entering into this Agreement is the professional reputation, experience and
competence of Consultant and the subcontractors listed in Exhibit B. Consultant shall be fully
responsible to City for all acts or omissions of any subcontractors. Assignments of any or all
rights, duties or obligations of the Consultant under this Agreement will be permitted only with the
express consent of the City. Consultant shall not subcontract any portion of the work to be
performed under this Agreement except as provided in Exhibit B without the written authorization
of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for
all acts or omissions of those subcontractors. Nothing in this Agreement shall create any
contractual relationship between City and any subcontractor nor shall it create any obligation on
the part of the City to pay or to see to the payment of any monies due to any such subcontractor
other than as otherwise is required by law.
19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a
continuing waiver of a subsequent breach of the same or any other provision under this
Agreement.
20. Litigation Expenses and Attorneys’ Fees. If either party to this Agreement
commences any legal action against the other party arising out of this Agreement, the prevailing
party shall be entitled to recover its reasonable litigation expenses, including court costs, expert
witness fees, discovery expenses, and attorneys’ fees.
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21. Mediation. The parties agree to make a good faith attempt to resolve any disputes
arising out of this Agreement through mediation prior to commencing litigation. The parties shall
mutually agree upon the mediator and share the costs of mediation equally. If the parties are
unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in
interest. JAMS shall provide the parties with the names of five qualified mediators. Each party
shall have the option to strike two of the five mediators selected by JAMS and thereafter the
mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation,
either party may commence litigation.
22. Prohibited Interests. Consultant maintains and warrants that it has not employed
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.
23. Equal Opportunity Employment. Consultant represents that it is an equal
opportunity employer and it shall not discriminate against any subcontractor, 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.
24. Prevailing Wages. Consultant is aware of the requirements of California Labor
Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8,
Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage
rates and the performance of other requirements on "public works" and "maintenance" projects.
Consultant agrees to fully comply with all applicable federal and state labor laws (including,
without limitation, if applicable, the Prevailing Wage Laws). It is agreed by the parties that, in
connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear
all risks of payment or non-payment of prevailing wages under California law, and Consultant
hereby agrees to defend, indemnify, and hold the City, and its officials, officers, employees,
agents, and volunteers, free and harmless from any claim or liability arising out of any failure or
alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive
termination of this Agreement.
25. Severability. If any term or portion of this Agreement is held to be invalid, illegal,
or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this
Agreement shall continue in full force and effect.
26. Controlling Law Venue. This Agreement and all matters relating to it shall be
governed by the laws of the State of California and any action brought relating to this Agreement
shall be held exclusively in a state court in the County of Riverside.
27. Authority to Enter Agreement. 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
Page 10
make this Agreement and to bind each respective party. The City Manager is authorized to enter
into an amendment or otherwise take action on behalf of the City to make the following
modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non -
monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement.
28. Counterparts. This Agreement may be executed in several counterparts, each of
which shall constitute one and the same instrument and shall become binding upon the parties
when at least one copy hereof shall have been signed by both parties hereto. In approving this
Agreement, it shall not be necessary to produce or account for more than one such counterpart.
29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire
understanding between the parties relating to the obligations described herein. All prior or
contemporaneous understandings, agreements, representations and statements, oral or written,
are superseded in total by this Agreement and shall be of no further force or effect. Consultant’s
Proposal is incorporated only for the description of the scope of services and/or the schedule of
performance and no other terms and conditions from such proposal shall apply to this Agreement
unless specifically agreed to in writing. In the event of conflict, this Agreement shall take
precedence over those contained in the Consultant’s Proposal.
30. Amendments. This Agreement may be modified or amended only by a written
document executed by both Consultant and City and approved as to form by the City Attorney.
[Signatures on next page]
Page 11
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the
date first written above.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
Jason Simpson, City Manager
ATTEST:
City Clerk
APPROVED AS TO FORM:
City Attorney
Risk Manager
“CONSULTANT”
DEVELOPMENT MANAGEMENT GROUP, a
California Corporation
By: Michael J. Bracken
Its: Managing Partner
Attachments: Exhibit A – Consultant’s Proposal
Exhibit B – List of Subcontractors
EXHIBIT A
EXHIBIT A
CONSULTANT’S PROPOSAL
[ATTACHED]
EXHIBIT B
EXHIBIT B
LIST OF SUBCONTRACTORS
[ATTACHED]
EXHIBIT A
CONSULTANT’S PROPOSAL
Compensation
DMG, Inc. will provide a professional services timesheet and would reserve the right to bill for less than the retainer amoun t
should the number of hours worked in a given month not justify the full retainer amount. The retainer amount shall e:
FY 2021-22: $12,000 per month
FY 2022-23: $12,000 per month
FY 2023-24: $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), The Lodging Conference (Phoenix, AZ) and ACRE (Various-Southern California).
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, 2024 (end of the 2023-24 Fiscal Year)
in an effort to provide the City of Lake Elsinore a stable professional services rate.
Proposed Term of Agreement:
Development Management Group, Inc. is requesting the City of Lake Elsinore consider a three (3) year agreement to
commence on July 1, 2021 ending June 30, 2024. 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 a professional
arrangement with ninety (90) days’ notice.
Background and Scope
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 that was subsequently
renewed for an additional three (3) years in July, 2018. During this time, we have been active in the following
projects/initiatives:
1. Served as a project ombudsman on the Wal-Mart project. Walmart opened its new store in March, 2021. The pad
development is now commencing with ground-breaking to occur in June, 2021 for Raising Cane’s and construction slated
to begin in July/August for AutoZone and Taco Bell. Note that the AutoZone appears to be what they call a sub-regional
hub (a larger footprint store of about 7,500 square feet that has a larger selection than most stores).
2. Served as project ombudsman for new Lake Elsinore Honda Dealership.
3. Served as project ombudsman for Central Place (Marshall’s Skechers, Ulta, Five Below, Pielogy, Panera, Miguel’s Jr.,
Ono Hawaiian
4. Assisted in recruitment of Chick-Fil-A, Aldi and additional Starbucks facilities to City of Lake Elsinore
5. 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).
6. In Spring of 2020, as the pandemic began and business interruptions took place, DMG, Inc. took an active role in
presenting webinars to assist businesses with understanding how to access Small Business Administration Payroll
Protection Program (PPP) Loans. Over a period of between 45-60 days, we presented to over 200 businesses through
Zoom as well as providing one on one assistance to about 30 businesses.
7. In Spring of 2020, as the pandemic began and workplace interruption took hold, DMG, Inc. took an active role in
presenting webinars to homeowners to assist them with how to utilize the CARES Act Forbearance Program as well as
how to communicate with their utility company(ies). Over a period of about 30 days, we assisted about 50 homeowners
with this needed information.
8. 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.
9. Generated a Long-Term Economic Development Strategic Plan that addresses retail, office, industrial and residential.
10. Completed Retail and Hotel Market Analysis that has been used by various developers and retailers (along with hoteliers)
to make investment decisions.
11. Completed Economic Impact Analysis of the Diamond Sports Complex (proposed).
12. Participated on team from City to design and implement a Cannabis-Related Business strategy including the
Application/CUP Process as well as completing Fiscal Impact Analysis and working with City Attorney’s Office and
applicants on Development Agreements.
13. Created Annual Market Demographics and Retail Market Opportunity that is used by retailers, brokers and developers
(distributed via email, hardcopy and at special events).
14. 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). Work
also included a major amendment to the PPA to correct pricing issues within original PPA.
15. Provided Economic Impact Damage Analysis regarding the Baseball Stadium for use by Assistant City Manager and City
Attorney in seeking appropriate authority/permission from the California State Department of Finance regarding certain
contractual obligations of the former RDA.
16. Assisted in working with Pennington Partners on a new industrial park off Collier Street in Lake Elsinore.
17. Assisted in market analysis and communication with Kaiser Permanente regarding a six (6) acre site they have now
acquired on Dexter (near 2nd Street) for a Center of Excellence (integrated medical facility)
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. Work on re-use of former Walmart on Grape Street (as well as former Von’s store).
3. Work to attract additional retail development throughout City including, but not limited to Summerly, Railroad Canyon,
Central, Downtown, Riverside Avenue and Nichols Road.
4. Work with industrial/flex developers to generate additional space for business recruitment.
5. Work with potential medical users/providers to locate in the City of Lake Elsinore to provide additional medical services
and employment for area residents.
6. Work with professional office users to locate in the City of Lake Elsinore to provide additional serves and employment
opportunities.
7. DMG, Inc. shall continue to follow-up regarding development and retail leads (generated at ICSC, Retail Live, ACRE and
organically within the City/community). Note: DMG, Inc. recently invited to become a member of Board of ACRE which
is the trade association where the most active/productive retail brokers in Southern California gather.
8. DMG, Inc. shall continue to work with six (6) or so 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. 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.
10. Assist City Manager relative to inquiries regarding large-scale distribution/logistics development in the City and prepared
to provide economic/job/fiscal impact analysis as well as helping guide developers to appropriate locations in the City.
11. Demographic research for the City of Lake Elsinore and the surrounding market area.
12. Retail market opportunity analysis for the City of Lake Elsinore and the surrounding market area.
13. Customized research for companies that the City of Lake Elsinore is targeting for location, expansion and/or relocation.
14. DMG, Inc. presentations to business prospects (retail, commercial and industrial) in support of efforts to attract additional
investment into the community.
15. Economic, employment and/or fiscal impact analysis of proposed development projects in an effort to properly provide
information to the residents, businesses, council members and staff within the City of Lake Elsinore.
16. Based on status of LEAPS (pump/storage electric facility) produce economic/job/fiscal impact analysis as desired by City
Manager or City Council for policy purposes.
17. Preparation for and represent of City of Lake Elsinore at industry tradeshows including the International Council of
Shopping Centers (ICSC) Las Vegas International and Western Regional Conference(s).
18. Preparation for and represent City of Lake Elsinore at Lodging Conference in Phoenix, AZ (early fall each year).
19. 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.
20. Provide Economic Development Training to City of Lake Elsinore staff, business leaders, appointed and elected officials.
21. Additional economic development and post-redevelopment related services 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, Diamond Sports and Central Place)
are included in our retainer services.
Fiscal Impact Reports
From time to time, the City may 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.
Note: that the difference if such report is within the retainer or not is whether the City is paying for the report or if a third-
party (such as a developer or user) is paying for the report. In instances whereby the City is paying for the report (meaning
not out of a Cost Recovery or Developer Deposit Account), such report is within our retainer and scope of services. In
instances whereby the report is being paid for through a Cost Recovery or Developer Deposit Account, said Economic or
Fiscal Impact Analysis are not part of DMG, Inc.’s retainer services.
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.
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
Commercial General Liability
Issued by: Sentinel Insurance Company, Limited 57SBABL3808
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)
Automotive and Automobile Liability
Issued by: California Automobile Insurance Company / Policy number BA040000053660
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
In the event that 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 ninety (90) days written notice. At such time,
Consultant shall have the right 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 ninety (90) 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 the
bank 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 particular customer or loan transaction.
Exclusivity
Under this proposed retainer agreement, 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 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 a contract with and Elmore Sports
Management (the operators of the Inland Empire 66’ers MiLB Single A Professional Baseball Franchise).
In the event that there is a potential conflict whereby a particular 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.
Development Management Group, Inc.
economic development ◼ fiscal & economic impact analysis ◼ development management
______________________________________________________________________________
41-625 Eclectic Street, Suite D-2 ◼ Palm Desert, CA 92260
Office: (760) 346-8820 ◼ Mobile: (760) 272-9136
michael@dmgeconomics.com ◼ www.dmgeconomics.com
Overview of Business Activities
Development Management Group, Incorporated (DMG, Inc) specializes in services related to economic analysis,
forecasting, site selection, development management, market/development feasibility, EB-5 Visa employment analysis,
financing and economic development activities.
Foundation of Experience and Results
The company founder, Michael Bracken brings over 25 years of local, regional and state government experience in the
fields of microeconomics, economic development, redevelopment, housing and sales and use tax administration. Bracken
holds a Bachelor’s Degree in Business Administration and a Master’s Degree in Public Administration from The California
State University San Bernardino (CSUSB). He co-designed CSUSB’s Master’s level course titled Management of Local
Economic Development, which trains economic development professionals in business recruitment and effective use of
financial and tax incentives. Bracken has completed over 250 economic, job and fiscal impact anal ysis. He is widely quoted
in media throughout Southern California and advises various local, state and federal elected officials on matters pertaining
to the economy and has testified before state and federal legislative bodies as well as serving as an ex pert witness in both
state and federal courts.
Bracken is a co-founder and serves on the Board of Directors of Community Valley Bank, a publically traded financial
institution headquartered in Southern California. Bracken has served for over 20 years as a member of the Desert Sands
Unified School District Facilities Development Board is a former member of the California State University San
Bernardino (CSUSB)-Board of Governors as well as a former member of the Riverside County Workforce Development
Board. Finally, Bracken is a former NCAA distance runner and a TAC/USATF All-American in Cross Country. As a
Master's Level athlete, he has held both national and world rankings and competes as a member and Co -Captain of the
Jamul Toads.
Professional Recognition
* Three-Time Award of Excellence Winner: California Association for Local Economic Development (CALED)
* Eight-Time Award of Merit Winner: California Association for Local Economic Development (CALED)
* Gannet/Desert Sun: Top 75 Leaders in Histo ry of the Coachella Valley (2002)
* Inland Empire Business Journal: Top 40 Under 40 Business Leaders (1999)
* California State University Alumni of the Year by the President of C SUSB and the Chancellor of the CSU (2007)
List of Market Analysis Projects (Direct and Commissioned Reports):
Big 5 Sporting Goods
Chipotle
City Wok Restaurants
Costco Corporation
Ford Motor Company
Kia Motors
Starbucks
Toyota Motor Corporation (both USA & and Mexico)
Development Management Group, Inc.
Corporate Profile
Page 2 of 2
Our Client List for Economic, Job & Fiscal Impact Analysis (Including EB-5):
AEG Live/Goldenvoice, LLC (Economic Impact Analysis: Coachella & Stagecoach Music Festivals)
Berkshire Hathaway, Inc. (Pilot Flying J: Transportation Related Facilities)
Cilion, Inc., (Ethanol Production Facility)
City of Imperial, California (Pre-Annexation)
Communities for California Cardrooms
County of Imperial (Renewable Energy Generation, Food Production & Prison/Detention Facilities)
Denley Development & Management (Mixed-Use New Construction Development-Los Angeles)
Edison Mission Energy, an Edison International Company (Solar Energy Development)
Elmore Sports Group, Limited (Owner/Operator Baseball, Soccer & Hockey Franchises)
Fortiss, LLC (Cardroom Gaming Establishments in California)
Imperial Valley College (Economic Impact of College Campus)
Keystone Planning Area (County of Imperial / City of Imperial)
Liberty Energy, Imperial County & Kern County (Biomass Energy Production)
Madaffer Enterprises (Short Term/Vacation Rental Economic Impact Palm Springs / Coachella Valley)
Manheim Investments, Inc.-Riverside, Fontana and Anaheim, California (Wholesale Auto Auctions)
Natural Econometrics, Incorporated (EB-5 Analysis)
Prologis / OSD Realty
Sanitations District of Los Angeles County Mesquite Regional Landfill
Tenaska Energy (Solar Energy Production)
TMC Group (Hotel Development-City of Indian Wells)
Wesley Oliphant (Tuscany Heights, LLC) (Expert Analysis-United States Bankruptcy Court)
Our Client List for Development/Site Selection Projects Include:
Guy Evans, Incorporated
The A.C. Houston Lumber Company
Tandem West Glass, Inc.
The California State University
Ferguson Plumbing, Inc.
Hathaway & Sons Building Materials
Sepulveda Building Materials, Inc.
10 West Motorsports, Inc.
California Plastering, Inc.
Tandem West Group, Inc.
Manheim Auto Auctions, Inc.
Chapman Enterprises, Inc.
Liberty Energy Resources, Inc.
Enjoy Development
Our Client List for Public and Public/Private Partnership Projects Include:
California State University San Bernardino Palm Desert Campus : School of Communication Market Analysis
City of Colton CA: Economic Development and Fiscal /Economic Impact Consulting Services
City of Desert Hot Springs, CA: Economic Development Strategic Plan & Implementation
City of Imperial, CA: Economic Development Business Recruitment & Ombudsman Services
City of Lake Elsinore: Economic Development Business Recruitment & Ombudsman Services
City of Needles, CA: Economic Development Business Recruitment & Ombudsman Services
County of Imperial, CA: Comprehensive Economic Development Strategic Plan & Three-Year Implementation Plan
County of Riverside, CA: Countywide and Sub-regional Economic Development Strategic Plans
Imperial Valley Economic Development Corporation:
Marketing Plan & Internal Communications Plan / Lead Protocol/Investor Recruitment Program
San Diego Regional Economic Development Corporation/National University
Southern California Association of Governments
Economic Growth Strategy Panel of Experts (San Bernardino, Riverside, Imperial & Kern Counties)
Economic Forecasting Projects