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RESPONSE - RFP - P 866 2208684 14343
Fort Collins, Colorado Proposal Number P-866 1545 Hotel Circle South, Suite 300 San Diego, CA 92108 (619) 260-2680 paul@zuckersystems.com www.zuckersystems.com November 2002 • Hillsborough County, Florida, 1996. • Springfield, Missouri, 1995. ■ Hilton Head, South Carolina, 1995. ■ Riverside County, California, 1995. ■ Louisville, Kentucky, 1994. ■ Washoe County, Nevada, 1994. ■ Chino Hills, California, 1992. ■ Los Angeles, California, 1991. ■ Imperial Beach, California, 1990. ■ Napa County, California, 1987. ■ Austin, Texas, 1987. ■ Gainesville, Florida, 1985. Fee Studies • Orange County Fire Authority, 2002. ■ Building, Planning, Engineering, Fire Fees, Santa Monica, California, 2002. ■ Building, Planning, Engineering Fees, Sierra Vista, Arizona, 2001. ■ Building Permit Fees, Santa Monica, California, 2001. ■ Building Permit Fees, Visalia, 2000. Other ■ Metropolitan Management Org. Reorganization Study, Springfield, MO, 2001. ■ Tehama-Colusa Canal Authority, Willows, California, 2001. ■ Project Manager Analysis, Santa Monica, California, 2000. ■ Charting all Development Processes, Chula Vista, California, 2000. ■ Park Development, Chula Vista, California, 1999. ■ Southern Ute Indian Tribe, Ignacio, Colorado, 1999. ■ Santa Fe Housing Trust, Santa Fe, New Mexico, 1999. ■ American Institute of Certified Planners, Washington, DC, 1999. ■ San Jose, California, Code Enforcement, 1996. ■ Pacific Bell Mobile Services, Permit Streamlining, 1994. • San Diego Housing Commission, 1992. Company Background 8 Zucker Systems ■ Oxnard, California, Housing Department study, 1992. ■ San Diego Housing Commission, Housing Rehabilitation Program, 1992. ■ Orange County, California, Grading Department, 1987. • Sacramento County, California, Zoning Enforcement, 1982. ■ Contra Costa County, California, Surface Mining and Reclamation. ■ San Bernardino County, California, Data Processing Organization. Focus Groups and Retreats ■ Thousand Oaks, California, 2002. • Escalon, California, 2000. ■ Bryon, Texas, 1997. • Redwood City, California, 1997, 1998. ■ Overland Park, Kansas, 1996. ■ Santa Ana, California, 1995. ■ Concord, California, 1995. ■ South Lake Tahoe, California, 1994. ■ San Mateo, California, 1994. ■ Des Moines, Iowa, 1994. ■ Montgomery County, Maryland, 1992. Company Background 9 Zucker Systems CITY CLIENTS Albuquerque, New Mexico Aspen, Colorado Austin, Texas Avon, Colorado Bellevue, Washington Bloomington, Indiana Bowling Green, Kentucky Bryon, Texas Buenaventura, California Burbank, California Carlsbad, California Chino, California Chino Hills, California Chula Vista, California City of Commerce, California Clearwater, Florida Coeur d'Alene, Idaho Columbus, Indiana Concord, California Corona, California Corpus Christi, Texas Costa Mesa, California Culver City, California Danbury, Connecticut Denton, Texas Des Moines, Iowa El Segundo, California Escalon, California Escondido, California Fairbanks, Alaska Gainesville, Florida Glendale, Arizona Henderson, Nevada Hilton Head, South Carolina Huntington Beach, California Imperial Beach, California Kent, Washington Kettering, Ohio Juneau, Alaska La Mesa, California Lake Tahoe, California Lenexa, Kansas Logan, Utah Los Angeles, California Louisville, Kentucky Mankato, Minnesota Marina, California Montebello, California Monterey, California Naperville, Illinois National City, California Orange, California Orlando, Florida Overland Park, Kansas Oxnard, California Palo Alto, California Park City, Utah Peoria, Arizona Phoenix, Arizona Pismo Beach, California Redding, California Redwood City, California Ridgecresy California Riverside, California Sacramento, California San Diego, California San Jose, California San Luis Obispo, California San Mateo, California Santa Ana, California Santa Clara, California Santa Cruz, California Santa Monica, California Scottsdale, Arizona Seal Beach, California Sierra Vista, Arizona South Lake Tahoe, California Springfield, Missouri Stockton, California Thousand Oaks, California Tucson, Arizona Ventura, California Victoria, Texas Visalia, California Company Background 10 Zucker Systems COUNTY CLIENTS Alameda, California Bartholomew, Indiana Boulder, Colorado Clackamas, Oregon Clark, Nevada Contra Costa, California Douglas, Colorado El Dorado, California Fresno, California Hillsborough, Florida Imperial, California Jefferson, Kentucky Kenai Peninsula Borough, Alaska Lee, Florida Los Angeles, California Mariposa, California Merced, California Monterey County, California Montgomery, Maryland Napa, California Orange, California Riverside, California Sacramento, California San Bernardino, California San Diego, California San Luis Obispo, California Santa Clara, California Santa Cruz, California Solano, California Sonoma, California Tulare, California Washoe, Nevada Warren County, Kentucky Yuba, California OTHER PUBLIC AND NON-PROFIT AGENCY CLIENTS American Institute of Certified Planners, Chicago, Illinois American Planning Association, Chicago, Illinois California State Coastal Commission, San Francisco, California Cuyamaca College, San Diego, California Freedom Ranch, Camp, California High Valley Water District, Riverside, California Malaga County Water District, Fresno, California Maryland National Capital Parks and Planning Commission, Silver Springs, Maryland Minneapolis Public Schools, Minneapolis, Minnesota Orange County Fire Authority, Orange County, California Otay Water District, Spring Valley, California San Diego Housing Commission, San Diego, California San Diego Senior Softball League, San Diego, California San Diego State University, San Diego, California Santa Fe Community College, Gainesville, Florida Santa Fe Housing Trust, Santa Fe, New Mexico Springfield Metropolitan Planning Organization Southern Ute Indian Tribe, Ignacio, Colorado Tehama-Colusa Canal Authority, California Company Background 11 Zucker Systems PRIVATE CLIENTS Adam Construction Company, Chula Vista, California Balian, Richard, Jamul, California Barwick & Knowlton, Lemon Grove, California Blakeslee Enterprises Inc., Fallbrook, California Bobbit, James, Rancho Santa Fe, California Campo Hills Development Inc., La Jolla, California Capitol Investments, Tucson, Arizona C.E. Wilson Construction, Lemon Grove, California Chenewith Enterprises, National City, California De Saracho-Isles-Trevion, Bonita, California Dendy Real Estate & Investment Co., Inc., Escondido, California El Capitan Estates, Alpine, California Ellison, Eileen, Chapel Hill, New Jersey Esposito Development, Inc., Carlsbad, California GA Technologies, Inc., San Diego, California Gile, Kenneth, Rancho Palo Verdes, California Gish, Tamara, Jamul, California Greg Brown Construction Company, San Diego, California Holiday Inn University, Olive Branch, Mississippi Honey Springs Ranch Ltd., San Diego, California Koenig, Bob, Beverly Hills, California Kudo, George, San Marcos, California Lively Construction, Spring Valley, California Looney, Steven, Campo, California Magree, Gene, Rancho Santa Fe, California May, Effie, Alpine, California Oliver, Donald, Chula Vista, California Orion Cable Systems, San Marco, California Pacific Bell Mobile Services Pacific Solar Properties, Inc., San Diego, California PacTel Cellular, San Diego, California Pearce, Jack, Beaverton, Oregon Perrian, Henry, Alpine, California Price Costco, Kirkland, Oregon Price Enterprises, San Diego, California Progress Construction Co., San Diego, California Pyramids, Inc., La Mesa, California REI, Inc., Alpine, California RJ Carrol, San Diego, California Seacrest Development Corporation, La Jolla, California Shaw Development, Covina, California Shores Development, Inc., Carlsbad, California Sima Corporation, La Jolla, California Stone Development, San Diego, California Sutherland, Gerbes, Larsen and Rood, San Diego, California The Heaton Companies, San Diego, California Tri-Growth Real Estate, Inc., San Diego, California Venture Pacific Development, Encinitas, California Wenner Enterprises, Inc., San Diego, California Westend Financial, Inc., San Diego, California William, Gene, Lakeside, California Windmill Construction, Lakeside, California White Property, Descanso, California Zero Energy Systems, San Diego, California Company Background 12 Zucker Systems IV. Kev Personnel All of our senior staff have upper level hands on executive experience. Paul Zucker, FAICP, President of Zucker Systems has a unique background. He served as Assistant County Administrative Officer and Planning and Building Official for the County of San Diego, California, one of the largest codes and planning organizations in the country. He also served as Planning Director for Brookline, Massachusetts; Marin County, California and Tucson, Arizona. He trains managers throughout the United States and Canada to run more effective and efficient codes and planning organizations. Bob Storchheim, CBO, the Chief Building Official for the City of Irvine from 1976 to 1998, is considered one of the country's leading building official and codes expert. He conducts seminars about building code functions and wrote, The Building Department Digest©, which specifically addresses how to run a building department. He has been working with Zucker Systems since 1998, completing studies for Coeur d'Alene, Idaho; Kent, Washington; Chula Vista, California; Bellevue, Washington; Denton, Texas; Santa Clara, California; Sonoma County, California; Santa Monica, California; Visalia, California; Santa Monica, California; Douglas County, Arizona; Sierra Vista, Arizona; Boulder County, Colorado; the Orange County Fire Authority, California; and San Jose, California. He is currently working on studies for Peoria, Arizona and Monterey County, California. Patricia L. Tool, AICP, Zucker Systems Senior Planning Associate has extensive experience as a consultant and contract planner in many communities, as well as private sector experience in processes and documentation. She recently completed an audit for a mid -sized Oregon city planning department and has worked with Zucker Systems' analysis of San Jose, California; Merced County, California; Boulder County, Colorado and Monterey County, California. She is currently working on studies for Peoria, Arizona. Laurie Price, AICP, Zucker Systems' Planning Manager, has extensive experience in all aspects of the development and planning process and has worked for Zucker Systems since 1987. She has performed similar development review and approval process studies for Kent, Washington; Santa Clara, California; Ventura, California; Chula Vista, California; Southern Ute Indian Tribe; and Sonoma County, California. Resumes of all staff follows. Company Background 13 Zucker Systems PAUL C. ZUCKER, FAICP Zucker Systems, President Mr. Zucker has 30 years of experience in public and private management and planning. As President of Zucker Systems since 1982, Mr. Zucker has completed numerous management consulting projects throughout the United States and Canada. He has consulted with more than 107 cities and counties in 22 states. His 86 non -government clients have included such diverse groups as private land developers, Holiday Inn, the Minneapolis Public School System, the American Planning Association, the California State Coastal Commission and private developers. His management contracts have included comprehensive management and organizational studies, customer service training, process and systems analysis, work flow analysis, management training, retreat facilitation, and conducting focus groups. He has served as personal management advisor to department heads and has managed entire departments on a contract basis. Three of his studies have received national attention including a business climate study of the City of San Jose, an organizational and management review of the San Diego Housing Commission —described by the City Manager as the best organizational study ever received by the City, and the ground breaking analysis of the City of Los Angeles Planning Department. Mr. Zucker also developed a unique approach to peer review, which he has conducted for Austin, Texas; Los Angeles, California; San Diego, California; Hillsborough City, Florida; and Louisville, Kentucky. Prior to forming Zucker Systems, he was a department head for three major public agencies in Brookline, Massachusetts; Marin City, California; and Tucson, Arizona. He was also an Assistant City Administrative Officer for San Diego City. As President of a private non-profit development company, Mr. Zucker headed a multi -discipline team with a focus on industrial and commercial development for low- income and minority residents. In this capacity, he created and managed five manufacturing plants. He also created a variety of non-profit social service corporations including a health clinic, legal aid office, and credit union. Mr. Zucker served as a visiting lecturer at the Universities of California at Irvine and Berkeley, California State Universities at Fresno and San Diego, and the Massachusetts Institute of Technology. He has also taught planning commissioner practice and management skills for the American Institute of Certified Planners. He is author of The Management Idea Book, The ABZ's of Planning Management, What Your Planning Professor Forgot to Tell You, has articles published in numerous national publications, and is lecturing throughout the country on management. His management contracts have included comprehensive management and organizational studies, customer service training, process and systems analysis, work flow analysis, management training, retreat facilitation, and conducting focus groups. He has served as personal management advisor to department heads and has Company Background 14 Zucker Systems managed entire departments on a contract basis national attention including a business climate organizational and management review Commission —described by the City Manager a received by the City, and the ground breaking Planning Department. Three of his studies have received study of the City of San Jose, an of the San Diego Housing s the best organizational study ever analysis of the City of Los Angeles Mr. Zucker also developed a unique approach to peer review, which he has conducted for Austin, Texas; Los Angeles, California; San Diego, California; Hillsborough City, Florida; and Louisville, Kentucky. Prior to forming Zucker Systems, he was a department head for three major public agencies in Brookline, Massachusetts; Marin City, California; and Tucson, Arizona. He was also an Assistant City Administrative Officer for San Diego City. As President of a private non-profit development company, Mr. Zucker headed a multi -discipline team with a focus on industrial and commercial development for low- income and minority residents. In this capacity, he created and managed five manufacturing plants. He also created a variety of non-profit social service corporations including a health clinic, legal aid office, and credit union. Mr. Zucker served as a visiting lecturer at the Universities of California at Irvine and Berkeley, California State Universities at Fresno and San Diego, and the Massachusetts Institute of Technology. He has also taught planning commissioner practice and management skills for the American Institute of Certified Planners. He is author of The Management Idea Book, The ABZ's of Planning Management, What Your Planning Professor Forgot to Tell You, has articles published in numerous national publications, and is lecturing throughout the country on management. Mr. Zucker has taught a comprehensive 30-hour management course to over 700 top managers in 15 cities and counties, and has taught management short courses to over 6,000 executives throughout the United States and Canada. Mr. Zucker was educated in architecture at the University of Nebraska where his thesis was chosen for the National Institute of Architectural Education competition. He received a master's degree in Urban and Regional Planning at the University of California, Berkeley, where he was a Sears Fellow. He has completed post -graduate work in management at the Main Event Management Institute in Houston, Texas, and at the University of Phoenix. Company Background 15 Zucker Systems ROBERT STORCHHEIM, CBO Zucker Systems, Senior Associate Robert Storchheim has been engaged in many facets of the construction industry since 1950. More than two thirds of his career has been in Building Department functions. He has worked in Building Departments in Los Angeles, Burbank, and Irvine California. He has functioned as chief Building Official for the City of Irvine from 1976 to 1999. Prior to service in building departments, Mr. Storchheim was a licensed contractor, estimator, superintendent, foreman, and tradesman working in Illinois and California. He has implemented several innovative approaches to streamline government services such as a comprehensive One Stop Permit Processing, Self Service Permit Services, Outsource Inspections, Project Coordination, Inspection check lists and field computer program, and many others. He has an accomplished history of Code Enforcement administration and enforcement from Property Maintenance programs to routine regulatory programs. He has a proven history of solving problems and perfecting friendly customer service. He has successfully worked with many attorneys and has extensive experience in legal enforcement procedures. During his tenure with the City of Irvine, he managed the Engineering Services operations. He created fee and administrative systems for engineering and appointed a City Engineer during this three-year period of time. His achievements in this area were recognized and commended by a City Blue Ribbon Committee and City management. He has also managed a successful and highly recognized Citywide Geographical Information System. Mr. Storchheim has managed both large and small organizations with budgets from 400,000 to 6.5 million dollars. During this time, he has successfully perfected development and operation of a core staff concept supplemented with outsource employees and use of qualified consultants during periods of excessive workload and need. He was the Project Manager for construction of a major park development consisting of seven acres, three swimming pools (used in the L.A. Olympic games) and three buildings of which the contract exceeded seven million dollars. Mr. Storchheim is certified by the Council of American Building Officials as a Certified Building Official. He is the author of the book Building Department Digest. He currently writes and publishes a quarterly subscription letter titled Building Department Administration Newsletter. He holds life credentials as an instructor in the California Community Colleges system and adult schools. He is certified as an instructor by the California State Department of Education. Mr. Storchheim has performed as an instructor in community colleges and adult schools for over 20 years. He lectures at local universities and to trade and community associations. He has had several papers and articles published on Building Department Administration. He has been an instructor Company Background 16 Zucker Systems at numerous seminars on Building Department Administration and numerous code subjects privately and with Building Officials organizations. He currently is an adjunct faculty member, teaching building codes at the College of the Desert in Palm Desert, California. Mr. Storchheim served a five-year term as an appointed commissioner on the California State Building Standards Commission. He is a Past President of the California Building Officials. He created the California Building Codes Institute, now named California Building Officials Training Institute, and was a member of their Board of Governors. He served a five-year term on the International Conference of Building Officials Evaluation Service, and six years on their Evaluation Service Board of Directors. He served on the National Evaluation Service — International Code Council Committee. He has provided leadership service to many other professional boards and commissions. Mr. Storchheim has completed several organizational studies prior to joining Zucker Systems. They are: ■ Organization and Performance Review of Engineering Services for the City Of Irvine -1997 • Study, Evaluation Findings and Recommendations for the City of Orange Codes Enforcement And Regulations Service - 1996 ■ Building Inspection Analysis for the City of Carlsbad - 1985 ■ Transportation Services Organization Analysis for the City of Irvine - 1983 On staff with Zucker Systems as Senior Associate, he has worked on organizational studies for Coeur D'Alene, Idaho; Denton, Texas; Douglas County, Colorado; Boulder County, Colorado; Santa Clara, California; Ventura, California; Chula Vista, California; Bellevue, Washington; Kent, Washington; Sonoma County, California; and Culver City, California. He has also conducted fee studies with Zucker systems for Visalia, California; Santa Monica, California; Sierra Vista, Arizona; and the Orange County Fire Authority, California. He has created and initiated numerous innovative administrative streamlining, and organizational procedures that have brought efficiencies to local government. He is a leader in accomplishing automation in building department functions. Some of his accomplishments have been: ■ A comprehensive, innovative and accountable fee system ■ A true one -stop processing system ■ A self-service permit application system ■ Information manuals and designer/ handbook manuals ■ Staffing evaluation strategies ■ Creation of productivity standards • Strategic Planning Company Background 17 Zucker Systems Contents I. Letter/Proposal....................................................................................... H. Overview................................................................................................. M. Experience and Capacity...................................................................... IV. Key Personnel......................................................................................... .......I W. Zucker Systems Management and Process Studies................................................23 Company Background i Zucker Systems • Quality Control systems ■ Completing a successful rating in the Insurance Companies of America review ■ Code consultant service for BAR architects, the Irvine Company, City of Irvine, Rutan and Tucker Attorneys, and J. Ray Construction. Awards and Honors ■ California Building Officials Building Official of the Year ■ Inducted into California Building Officials Hall of Fame ■ California Building Officials News Writer of the Year ■ California State Fire Marshall commendation for service ■ California Building Standards Commission Service Award ■ California Energy Commission Service Award ■ Orange City Fire Authority Commendation For Contribution to Child Drowning Prevention ■ City Of Los Angeles Award For Creation Of Homeowners Manual ■ City of Irvine Cornerstone Award for Creation of a One Stop Processing Center • Listed in Swathmore's Who's Who, 1996 edition ■ Bronze Star Medal — Korean Army Service Company Background 18 Zucker Systems PATRICIA L. TOOL, AICP Zucker Systems, Senior Associate Experience Prior to working with Zucker Systems, Ms. Tool was a Principal with Campos Land Use Planning, as well as Tool Planning Associates. Projects included: City of Forest Grove, Oregon: Coordinated with local, regional, and legal staff and led the review and public hearing processes for adopting and implementing regional urban growth management measures and the City's new transportation system plan; led a comprehensive staff and legal review of a newly drafted development code and wrote amendments to prepare the draft for public review; planned and conducted a joint training session for the City Council, Planning Commission, and staff on land use application and hearings processes; planned and conducted a one -day retreat for department managers to analyze and improve upon the development review process; evaluated and made extensive recommendations for improving the City's land use applications and customer service processes; created and implemented new counter handouts and application tracking documents. Portland Development Commission (PDC): Assisted with land use processes necessary for development of major park and recreation facilities along the east bank of the Willamette River; conducted studies to determine development opportunities and constraints; analyzed regulatory framework and developed strategy for obtaining necessary permits; coordinated with PDC and City staff to prepare questions and apply for pre -application conferences; attended conferences as Lead Planner representing PDC; prepared and submitted land use applications to the City on behalf of PDC; sub -contracted and supervised the preparation and submittal of applications for Greenway review. City of Tualatin. Oregon: A project required for compliance with a regional urban growth management plan. Read and interpreted regional plan to develop a strategy for compliance; coordinated and attended meetings with local, county, and regional staff; conducted a lot -by -lot inventory of the City's buildable lands; performed complex calculations for determining housing and jobs capacities; completed transportation system mapping and code revisions to meet regional mandates; prepared and presented reports to the Planning Director and Planning Advisory Commission; prepared and submitted a detailed report of compliance to the regional agency. Ms. Tool also worked as a contract planner for Rainer, Veronia, and Columbia City, Oregon. In this capacity she performed all current and long-range planning functions, including: land use applications; site inspections; pre -application meetings; staff reports; staffing public hearings; technical assistance to staff, decision -makers, and the general public; code interpretation and code revisions. Additional projects for the cities included: development and implementation of application materials and counter handouts; planning and conducting informal training sessions on land use application, hearing, and decision -making processes; drafting a new sign ordinance, including staffing and facilitating extensive public work sessions and hearings; Company Background 19 Zucker Systems initiating and coordinating a town hall meeting to present planning projects and local issues to the citizens; extensive revision of the comprehensive plan, zoning, and land division ordinances to streamline permitting processes and introduce a type -based application review process; transportation system plan assistance. Her private sector experience includes a wide range of planning and development projects, providing balance to the public sector perspective. Major projects include, but have not been limited to: pre -application assessment of federal, state, and local regulations and development options for private developers; preparation and processing of land use applications; analysis of options, concepts, and strategies that could be used locally in the implementation of Main -Street development; analysis of mixed -use, transit -oriented projects local to the Portland Metro Area; extensive study of tri-county exclusive farm use zoning regulations, State agency findings on farm use, urban reserve processes, regional transportation and water supply plans to identify areas where land use and infrastructure policy could be revised or refined to support agriculture; and research and analysis of physical and social characteristics and land use data for use in drafting and amending urban renewal plans. Education Environmental Studies and Planning, Sonoma State University Memberships and Affiliations ■ American Planning Association (APA) ■ California Chapter APA; Oregon Chapter APA (1995 — 2000) ■ Oregon Legislative Delegate at National APA Conference (1999 — 2000) ■ Oregon APA Legislative Action Policy Committee (LPAC) ■ Women in Planning (WIP) Company Background 20 Zucker Systems LAURIE PRICE, AICP Zucker Systems, Manager - Planning and Environmental Services Experience Ms. Price has over 20 years of professional planning experience. She has a unique combination of public and private sector experiences in both long-range and regulatory fields. She now utilizes this extensive experience to perform management reviews and studies of planning and development organizations. Recent management studies include Santa Clara, California, Planning Division; Kent, Washington, Planning Division; Ventura, California, Planning Department; Chula Vista, California, Parks and Landscape Division of Planning; and Southern Ute Indian Tribe, Natural Resource Department. As Manager of the Land Planning Division of Zucker Systems, Ms. Price is responsible for all private development projects within the organization. She supervises the preparation of all regulatory documents and works with various public agencies and private individuals to facilitate the development process. Work tasks include; project feasibility analysis, preliminary design, environmental analysis, coordination of consulting teams, staff supervision, and public presentations to governmental authorities and citizen groups. The scope of projects range from designing small residential developments to specific development plans and general plan amendments. Clients include Price Club, Cuyamaca College, Westend Financial Corp., Alpine Ranch Estates and Chaparral Estates. In addition to private development projects, she has also participated in the preparation of public planning documents including: the City of Pismo Beach General Plan Update, Northside Specific Plan -City of Riverside, City of Imperial Beach General Plan and Local Coastal Plan Update and related EIR, and the City of Seal Beach Town Center Specific Plan. Her responsibilities ranged from field analysis and policy formulation to preparation of the Environmental Impact Reports and other environmental documents From 1982-1987, Ms. Price worked with Stevens Planning Group, Inc. as Principal Planner for a number of other projects, including Brookhollow, a General Plan amendment, Tentative Map and EIR for a commercial development, and a variety of housing types: Crestridge, a 3,500 acre master -planned community and the Villas at Camebria, an affordable -housing development in the coastal zone involving a General Plan amendment for additional density, a major use permit, open space easement vacation, and final map amendment. Between 1975 and 1982, Ms. Price worked at the San Diego County Planning Department in a variety of capacities. In Long -Range Planning, she prepared the Jamul/Dulzura Subregional Plan —a community plan for 168 square miles including planning for land use, recreation, circulation, and conservation. Ms. Price worked with the community group and various local citizen committees analyzing population growth, public facility availability, and future trends to develop appropriate goals and policies. Based on her written reports, the Planning Commission and Board of Company Background 21 Zucker Systems Supervisors amended the County General Plan, adopting goals and policies for the Jamul/ Dulzura Subregion. Ms. Price also prepared the San Diego County Public Land Management Program and directed the development of the Interim Groundwater Management Program. She reviewed private and Board -initiated General Plan amendments including large, highly controversial requests. She was responsible for staff analysis and recommendations, worked with private consultants, and presented Department recommendations at the Planning Commission and Board of Supervisors hearings. In Regulatory Planning, Ms. Price reviewed major use permits, tentative maps, and zone reclassifications to determine General Plan conformance and compliance with the Growth Management Plan. She evaluated project design and prepared written reports to the Planning Commission and Board of Supervisors. Prior to moving to California, Ms. Price was employed by Owen, Ayers and Associates, a planning and architecture firm in the Midwest. In the Project Development Division, she coordinated private clients' and public agencies' needs in designing land development plans, open space master plans, and zoning ordinance revisions. She was also employed by the Institute of Regional Developments as a Research Assistant. Education Bachelor of Architecture, Miami University, Oxford, Ohio Awards ■ AIA Award for Outstanding Achievement in Architectural Studies ■ Fourth District Supervisor's Certificate of Appreciation Company Background 22 Zucker Systems V. Zucker Systems Management and Process Studies LAND USE DEPARTMENT —BOULDER, COLORADO This study included both the planning and Extensive customer surveys and focus group for improvement. Client: Land use Director s building functions along with three citizen boards. were used. The study make 184 recommendations CUSTOMER SERVICE FOR DEVELOPMENT--REDDING CALIFORNIA The functions of planning, building and engineering were studied along with a one -stop permit center. Forty eight recommendations were made covering all functions. Client: City Manager DEVELOPMENT PROCESS OVERVIEW—SCOTTSDALE, ARIZONA Paul Zucker was asked to assist Scottsdale in their review of the integrated permit function. Tasks included customer and staff focus groups and staff interviews. Client Deputy City Manager DEVELOPMENT PROCESSES—CULVER CITY, CALIFORNIA This comprehensive study analyzed all functions impacting development including building, fire, engineering, and planning. Client: City Council PERFORMANCE AUDIT OF DEVELOPMENT REVIEW—CLACKAMAS COUNTY, OREGON This full organizational audit included building, planning, transportation, engineering, Surveyor and Water Environment Services. Customer surveys and focus groups were utilized. An analysis of the one -stop center was included. The study resulted in 148 recommendations for change. Client: Board of Commissioners OPERATIONAL REVIEW OF PERMIT AND RESOURCE MANAGEMENT DEPARTMENT, COUNTY OF SONOMA, CALIFORNIA Sonoma County created an integrated permitting department in 1994 and requested a comprehensive review of the results with recommendations for change. The report included 271 recommendations. Major attention was given to customer service and the permit center. Client: Board of Commissioners DEVELOPMENT SERVICES STUDY, SAN JOSE, CALIFORNIA This study underway in 2002 included the functions of planning, building, engineering, transportation, housing, fire and redevelopment. Client: City Manager Company Background 23 Zucker Systems PLAN REVIEW, PERMITTING AND INSPECTIONS, PEORIA, ARIZONA This study underway in 2002 included building, planning, engineering and utilities. Client: City Manager ORGANIZATIONAL CHANGE, MONTEREY COUNTY, CALIFORNIA Zucker Systems was hired in 2002 to work with the County on a continuous improvement program for all the permitting functions. Improvement ideas are implemented as the work progresses. Client: County Administrative Officer CONTRACT BUILDING SERVICES, CITY OF COMMERCE, CALIFORNIA Zucker Systems was asked to analyze the City's use of a contractor to perform the City's building services. Recommendations were made and comparisons made to alternatives. Client: Community Development Director OPERATIONAL AND PERMITTING AUDIT, MERCED COUNTY, CALIFORNIA This was an organization and process analysis of the planning function. Special attention was given to relations with a new University of California campus. The analysis also looked at redevelopment, the Local Agency Formation Commission code enforcement and housing. There were 168 recommendations. Client: Board of Supervisors BUILDING DIVISION REVIEW, DOUGLAS COUNTY, COLORADO This was a follow on study to Zucker Systems previous analysis of the County's planning function. The study made 52 recommendations for improvement. Client: Community Development Director CUSTOMER SERVICE AUDIT, HENDERSON, NEVADA This audit focused on planning and redevelopment. Sixty one recommendations for improvement were made. Client: Planning Director PROJECT MANAGER ANALYSIS, SANTA MONICA, CALIFORNIA Zucker Systems established a project manager system for planning and assisted in training staff. Client: Planning Director METROPOLITAN PLANNING ORGANIZATION—SPRINGFIELD, MISSOURI Zucker Systems was asked to analyze and cost the alternative of creating an independent staff versus the current system of staffing by the City. The report gave the Community a long-range four -phase process leading to integrated regional planning. Client: Springfield Metropolitan Planning Organization Company Background 24 Zucker Systems ONE -STOP PERMIT CENTER —CORPUS CHRISTI, TEXAS Zucker Systems developed and analyzed several one -stop permit center alternatives along with a variety of staffing and process recommendations. Client: City Manager PLANNING ORGANIZATIONAL STRUCTURE—BURBANK, CALIFORNIA Paul Zucker analyzed and recommended how to best organize the long-range and permitting planning functions. Client: Planning Director BUILDING INSPECTIONS—BELLEVUE, WASHINGTON This was an intensive evaluation of the building inspection function. It included inspector ride alongs and observations. Recommendations were made concerning inspections being made that were not necessary as well as inspections being missed. Client: City Manager PLANNING DEPARTMENT ORGANIZATION—SANTA CRUZ, CALIFORNIA Paul Zucker was hired by the Community Development Director to look at the organization structure and staffing of the City's Planning functions. Client: Community Development Director PROJECT PLANNER—SANTA MONICA, CALIFORNIA Zucker Systems designed a project manager system for both planning and building permits. The system is being implemented. Client: Community Development Director PLANNING PROGRAM —MARIPOSA COUNTY, CALIFORNIA The new County Planning Director requested an overview of his department in order to update the organization and procedures. This was similar to work Zucker Systems completed for the same Director in another community. Client: Planning Director DEVELOPMENT REVIEW —VICTORIA, TEXAS Paul Zucker completed a three-day overview assignment to review work the City had underway on systems and permit processes to make recommended changes. Recommendations included a one -stop permit center, integrating technician positions, and greater use of the Internet amongst others. Following this work, the City also hired Zucker Systems to conduct a customer survey. Client: Assistant City Manager BUILDING FEES—SANTA MONICA, CALIFORNIA Zucker Systems was hired to conduct a detailed review of building permit fees to actual costs. Client: Santa Monica Building Division Company Background 25 Zucker Systems OPERATIONAL REVIEW—SONOMA COUNTY, CALIFORNIA This was a comprehensive study of Sonoma County's integrated Permit and Resource Management Department. Functions included building, engineering, environmental health, fire, planning and a permit center. Client: County Administrative Office TEHAMA-COLUSA CANAL AUTHORITY Zucker Systems was hired to conduct a staffing and process study of the Authority that took over management of two major water canals from the Bureau of Reclamation. Client: Executive Director of the Authority BUILDING FEES—VISALIA, CALIFORNIA Zucker Systems completed a comprehensive building permit fee study for the city of Visalia. Extensive work documented all external overhead and covert the fees system to a square footage approach based on actual costs. Client: Visalia Building Official PLANNING AND COMMUNITY DEVELOPMENT OVERVIEW—DOUGLAS COUNTY, COLORADO Paul Zucker completed an overview analysis of Douglas County's Planning and Community Development Department. The focus of the study was how to best organize the Department, particularly as related to current planning. Client: Planning and Community Development Director LANDSCAPE ARCHITECTURE AND PARK DEVELOPMENT REVIEW—CHULA VISTA, CALIFORNIA This was an organization and management study of the Landscape Architecture and Park Development section of the Planning and Building Department. The study resulted in both organizational and process changes. Client: Planning and Building Department Director PROGRAM EVALUATION— SANTA FE HOUSING TRUST—SANTA FE, NEW MEXICO Paul C. Zucker completed a performance evaluation of a million -dollar HOPWA housing program for AIDS clients. Client: Santa Fe Housing Trust MANAGEMENT AND OPERATION REVIEW—VENTURA, CALIFORNIA Zucker Systems completed a comprehensive review of the Community Development Department, the Engineering Division and the Fire Department Inspection Services. The study included focus groups and customer surveys and resulted in 168 recommendations. Client: City of Ventura Company Background 26 Zucker Systems MANAGEMENT AND ORGANIZATIONAL STUDY—AMERICAN INSTITUTE OF CERTIFIED PLANNERS—WASHINGTON, DC The goal of this study was to increase the efficiency and effectiveness of this national planning organization. The 45 recommendations are under review by the Commission. Client: AICP Commission ORGANIZATIONAL EVALUATION OF MULTI -DEPARTMENTAL PROCESSES — KENT, WASHINGTON Zucker Systems is currently under contract with the City of Kent to review its permit process. Our review will include planning, building, fire and engineering functions. Client: City Manager PERMIT AND INSPECTION REVIEW — COEUR D'ALENE, IDAHO The City hired Zucker Systems to study its multi -departmental permitting process. Functions reviewed included building, planning, engineering, fire, water and wastewater. The study resulted in 100 recommendations for reorganization and changes to facilities, technology and processes. Client: Coeur d'Alene City Council and City Administrator PERFORMANCE STUDY, DEVELOPMENT PERMITTING PROCESS — SANTA CLARA, CALIFORNIA This was a full study of the City's multi -departmental permitting functions. Functions included planning, building, engineering, traffic, water, wastewater, fire and electric utilities. The study also included a multi -function permit center. Client: City Manager OVERVIEW OF PERMIT PROCESS — NAPERVILLE, ILLINOIS Paul C. Zucker was personally hired to review work the City had undertaken to improve its permitting process. In addition to document review, the study included a number of on site observations and interviews. Client: Director of Oreanizational Resources PLANNING AND BUILDING OVERVIEW—CLEARWATER, FLORIDA Paul C. Zucker conducted a reconnaissance review of Clearwater's planning and building functions. Recommendations were made for immediate short-term actions to improve the program. Client: Director of Planning DEVELOPMENT SERVICE REVIEW—FRESNO COUNTY, CALIFORNIA Zucker Systems was hired by the County Administrative Office to assist them with a review of the County's planning, building and engineering development functions. The study resulted in a joint report. Client: County Administrative Office Company Background 27 Zucker Systems rA November 22, 2002 James B. O'Neill 11 Zl f CKEf� City of Fort Collins 215 North Mason Street, 2" Floor 5Y5TEf 15 Fort Collins, Colorado 80521 Dear Mr. O'Neill: I'm pleased to present four (4) copies of my proposal to assist the City in developing and implementing quality improvement plans for various aspects of the City's development review process. Zucker Systems may be the only firm in the country that is an organization and process development firm that specializes in the development review processes. We have worked with some 118 cities and counties in 22 states with such processes. Work in Colorado has included Douglas and Boulder counties as well as Aspen and Avon. I would personally undertake this work. I have not only personally worked with all 118 of our studies since 1982 but also have 25 years experience in planning managing such functions as a city or county planning director. I have written three books addressing this topic and am currently lecturing throughout the environment country. Additionally, Zucker Systems is about to release a national proprietary program showing best practices for planning departments. Finally, development I have extensive training and post graduate work at the University of Phoenix concerning total quality approaches. I have extensive experience with group management facilitation, teaching and consensus building. The Scope of Services outlined below presents a preliminary approach to your housing situation. However, a detailed work program would need to be prepared as the initial phase of the assignment. Chapter R through V present background on Zucker Systems and my resume. PAUL C. ZUCKER SCOPE OF SERVICES president 1. Tasks ■ The initial task would consist of my review of a variety of information to be sent by the City. This would include but not be limited to organization and staffing charts, budgets, process policies and 1545 hotel c300 ircle south ordinances, forms and handouts, customer comments and any prior suitereports or work efforts on the topic. san diego, ca 92108-3415 ■ Following my review of the above data we would conduct a telephone conversation to brainstorm the initial work program and particularly to (800- 70-63 6 set the schedule form first trip to Fort Collins. 800-870-6306 3' h fax: (619) 260-1138 The first trip would likely include interviews with the key staff, some in groups and some individually. At the end of this trip an agreement www.zuckersystems.com -Company Background 1 Zucker Systems RETREAT AND BRAINSTORMING — ORLANDO, FLORIDA Zucker Systems' President, Paul C. Zucker, conducted a three-day on site reconnaissance followed by a one -day retreat for all managers of the planning and Development Department. The retreat highlighted the strengths and weaknesses of the program. Action lists of opportunities and challenges were created. Client: Director of Planning and Development ASSESSMENT OF ADMINISTRATION & PLANNING — ASPEN, COLORADO The Planning Director of the City of Aspen hired Paul Zucker to review joint City/County Administrative Divisions and the City Planning Division. This study was primarily based on interviews and observations. The study resulted in numerous recommendations for reorganization. Client: Planning Director ASSESSMENT OF PERMIT PROCESS — JUNEAU, ALASKA Juneau's Director of Community Development hired Zucker Systems to review the City's permit process. The review examined building plan check and inspection, planning and engineering and produced 45 recommendations for improvement. Client: Director of Community Development ORGANIZATIONAL ANALYSIS — PALO ALTO, CALIFORNIA The City Manager of Palo Alto hired Zucker Systems to complete an organizational analysis of the City's Planning Division. This extensive 156-page report made 130 specific recommendations to improve the planning process. The methodology included detailed workload measurement, focus groups, interviews and data analysis. Client: City Manager DEVELOPMENT PROCESS REVIEW — BLOOMINGTON, INDIANA Zucker Systems was hired by Bloomington's new Director of Planning to re -engineer the City's development process. Each process was flow charted and analyzed. New processes were proposed to provide better consistency and predictability in the process, as well as reduce timelines. Recommendations were also made regarding a variety of organizational, staffing, work program and technology issues. Client: Planning Director DEVELOPMENT SERVICES FOCUS GROUPS — BRYON, TEXAS Zucker Systems conducted five focus groups to elicit customer perceptions about Bryon's development process. The focus groups followed the merger of planning, building and engineering. The groups made 63 recommendations for improving the City's processes. As part of this study, Zucker Systems President, Paul C. Zucker, conducted a half -day customer service training session with staff using the focus groups comments as examples. Client: Director of Development Service Company Background 28 Zucker COMMUNITY DEVELOPMENT DEPARTMENT ASSESSMENT— AVON, COLORADO Avon's Community Development Director hired Zucker Systems to assess the Community Development Department. The Department includes building, planning and enforcement. The study included work sessions with staff, a focus group and data analysis. Forty-one recommendations for change were included in the report. Client: Director of Community Development ORGANIZATION RETREATS — REDWOOD CITY, CALIFORNIA Redwood City merged building, engineering and planning into a unified permit center. As part of this effort, Zucker Systems was hired to facilitate a retreat for the front counter team. The retreat focused on how to integrate the functions and improve customer service. Based on the success of the first retreat, a second retreat was held one year later. Client: Head of Counter Team CODE ENFORCEMENT PROJECT— SAN JOSE, CALIFORNIA The Mayor of San Jose formed 13 focus groups to review the City's Code Enforcement program. Zucker Systems conducted all 13 focus groups and then prepared a 90-page report including numerous recommendations and priorities for implementation. Client: Code Enforcement Division BUILDING SAFETY DIVISION — COSTA MESA, CALIFORNIA Zucker Systems completed an extensive analysis of the Costa Mesa Building Division. This work included re -organizing the plan check functions, front counter and inspector specialization. Detailed work performance measures were part of the study. Client: Costa Mesa Planning and Environmental Department PLANNING & DEVELOPMENT PROGRAM REVIEW — LOGAN, UTAH Paul Zucker completed a review of the planning and development process for Logan, Utah. This work included use of focus groups and extensive interviews. Recommendations included code changes, as well as process improvements. Client: Director of Community Development ORGANIZATION STUDY — WARREN COUNTY, KENTUCKY Zucker Systems completed a full organizational study of the Warren County/Bowling Green joint city -county Planning Commission. This review included all development activities as well as long range planning. Client: Warren County Planning Commission LAND USE PERMIT PROCESS — DANBURY, CONNECTICUT Zucker Systems completed a review of Danbury's building permit, engineering and land use permit process. The review includes customer surveys and focus groups, interviews with public officials, staff questionnaires and analysis, and use of Zucker Systems' permit process self - assessment tool. Client: Mayor Company Background 29 Zucker Systems FOCUS GROUPS — SANTA ANA, CALIFORNIA Paul C. Zucker conducted two focus groups for Santa Ana to examine the City's development and permitting process. Based on the focus group input, a variety of recommendations were made for changes in the process. Client: Director of Community Development IMPROVING CUSTOMER SERVICE AND STREAMLINING THE DEVELOPMENT PROCESS — COLUMBUS, INDIANA Paul C. Zucker conducted a review of the Columbus/Bartholomew County Planning Department. The work included three focus groups, numerous personal interviews, and staff training. The performance review resulted in 48 specific recommendations that the City/County are implementing. Client: Board of Public Works and Safety PERFORMANCE STUDY — HILLSBOROUGH CITY -COUNTY PLANNING COMMISSION — HILLSBOROUGH COUNTY, FLORIDA Paul C. Zucker, President of Zucker Systems was hired by Hillsborough County Florida (Tampa) to conduct a performance study of the Planning Commission. Mr. Zucker served as principal auditor and as a sub -consultant to David M. Griffith & Associates, Ltd. of Tallahassee, Florida. The Hillsborough County Planning Commission is unusual in that it is a joint Planning Commission serving the City of Tampa, Hillsborough County and two small cities, Temple Terrace and Plant City. It is an independent Commission with the executive director hired directly by the Commission. The study included an appraisal of management performance, including the effectiveness of administration and efficiency and adequacy of the program the Commission is authorized by law to perform; an appraisal of the adequacy of operating controls and operating procedures; an assessment of relations with employees and the public generally. Client: Planning Commission PERFORMANCE STUDY — HILLSBOROUGH COUNTY PLANNING AND MANAGEMENT DEPARTMENT — TAMPA, FLORIDA Paul C. Zucker was hired by David M. Griffith & Associates, Ltd. of Tallahassee, Florida, to serve as a sub consultant on a performance study of the Hillsborough County Planning and Management Department. Zucker analyzed the automation and management information systems, forms and handouts, and conducted two customer attitude surveys. Client: David M. Griffith & Associates CROSS -ORGANIZATIONAL STUDY—HILLSBOROUGH COUNTY, FLORIDA David M. Griffith & Associates hired Paul C. Zucker to assist them with a cross -organizational study of the City -County Planning Commission, County Departments of Planning, Building and Environment. Client: David M. Griffith & Associates. Company Background 30 Zucker Systems REORGANIZATION OF DEVELOPMENT DEPARTMENTS — OVERLAND PARK, KANSAS Zucker Systems was hired by Overland Park, Kansas, to assist the City in their reorganization of the development and planning related activities. Overland Park, located southwest of Kansas City, is one of the region's most dynamic retail and office markets. Paul Zucker, President of Zucker Systems, spent time in Overland Park interviewing key city officials and meeting with groups of staff in training sessions. The training focused on how to develop a customer service program and the top ten ways to reform the development process. Client: Community Development Director PERMIT PROCESS ASSESSMENT — SPRINGFIELD, LENEXA, HILTON HEAD, AND RIVERSIDE COUNTY Zucker Systems has developed a self -assessment system of the permit process. Under this system, Paul C. Zucker spends two full days with the community planning, building, and engineerin staff to review the community development system. The system is reviewed g against 216 specific criteria and 317 sub -criteria developed by Zucker Systems over a 10-year time frame. Client: Community Development Directors CUSTOMER SERVICE TRAINING — CONCORD, CALIFORNIA Paul C. Zucker completed an extensive training session for Concord's Department of Economic and Community Development. This Department was formed through a merger of a variety of functions including planning, housing programs, community services, neighborhood preservation, human relations, building services and redevelopment. Zucker first visited Concord c obtain er overview of the Department and then delivered a two-day training session on customer service. Client: Department of Economic and Community Development PACIFIC BELL MOBILE SERVICES — PERMIT STREAMLINING Zucker Systems was hired to assist PBMS in developing a streamlined permitting system for Personal Communication Systems. The work also included selecting and training consultants for permitting activities. Client: Pacific Bell Mobile Services FOCUS GROUPS — SOUTH LAKE TAHOE, CALIFORNIA Paul C. Zucker conducted four customer focus groups, interviewed department heads, and made recommendations for improving the City's customer service. Client: City Manager FOCUS GROUPS — SAN MATEO, CALIFORNIA The City of San Mateo, California hired Zucker Systems to conduct seven focus groups aimed at improving the City's development process. An analysis was also made of an extensive customer survey distributed to customers of the Planning Division and Building Division. The study report included Zucker Systems' recommendations for improving the process. Paul Zucker also facilitated a meeting of the City Council and Planning Commission to discuss the City's business climate. Client: Director of Community Development Company Background 31 Zucker Systems DEVELOPMENT REVIEW PROCEDURES — LOUISVILLE, KENTUCKY Louisville, Kentucky and Jefferson County, Kentucky hired Zucker Systems to conduct a comprehensive review of the region's development process. This work included the use of seven focus groups, employee questionnaires, and process analysis. This was a multiple -agency study involving the City, County, and Metropolitan Sewer District. Functions included planning, building, engineering, health, air pollution, and landmarks. In a follow-up contract, Zucker Systems was hired to help implement the contract's recommendations. Client: Jefferson County DEVELOPMENT CODE — WASHOE COUNTY, NEVADA Washoe County adopted a new Comprehensive Development Code. However, the Code presented numerous administrative problems. Zucker Systems was hired to develop alternatives to the use and organization of the Code, procedures for processing applications, infrastructure planning, and compliance assessment. Client: Washoe County Finance Division CUSTOMER SERVICE TRAINING/ORGANIZATIONAL ANALYSIS — DES MOINES, IOWA The City of Des Moines integrated Community Development Department hired Zucker Systems to conduct training sessions on Customer Service philosophy for all staff. Sessions were also held with Division heads to discuss organizational and management concepts. Client: Community Development Department BUSINESS CLIMATE STUDY— SAN JOSE, CALIFORNIA Paul C. Zucker conducted seven focus groups for the City of San Jose, aimed at determining the business climate in the city. Based on these interviews and the resulting recommendations, the city undertook a variety of changes in relation to its development permitting activities. Two years later, Zucker Systems was hired to conduct six additional focus groups to check on the progress being made. The process proved to make a major change in San Jose's responsiveness to customers. 1992, 1994 and 2001 studies. Client: City Manager MANAGEMENT REVIEW — SAN DIEGO HOUSING COMMISSION Zucker Systems conducted a full review of the San Diego Housing Commission including organizational relation to the city, internal organization, mission, and operational efficiency and effectiveness. The study included use of a national peer panel. One hundred sixty-three recommendations were included, along with a timetable for implementation. Client: City Council and City Manager ESTABLISH NEW DEPARTMENT — CITY OF CHINO HILLS. CALIFORNIA The new City of Chino Hills hired Zucker Systems to establish a Department of Community Development. Tasks included developing the permit process, recruiting a general plan consultant, designing office space, and managing city staff for the first few months. Client: City Manager Company Background 32 Zucker Systems CUSTOMER SERVICE TRAINING — MONTGOMERY COUNTY, MARYLAND The Maryland National Capital Park and Planning Commission hired Paul Zucker to train its Montgomery County planning staff in the art of customer service. Zucker's services provided a major catalyst for instituting change in the organization. Client: Maryland National Capital Park and Planning Commission Silver Springs, Maryland CONTRACT PLANNING — CITY OF IMPERIAL BEACH, CALIFORNIA Zucker Systems performed contract planning for Imperial Beach over a three-year time period. Work included a comprehensive review of all aspects of the planning functions. As an outgrowth of this work, the City hired Zucker Systems to update forms, procedures, and the operation of the public counter. Zucker Systems also processed and wrote staff reports and recommendations on all development projects. As a final outgrowth of these efforts, Zucker Systems was hired to manage the City's Planning Department. Client: City Manager MANAGEMENT GOALS PROJECT — OXNARD, CALIFORNIA The City of Oxnard hired Zucker Systems to prepare a five-year Management Improvement Goals Project. This is one of the first such studies prepared under HUD's new Comprehensive Grant Program. Client: Oxnard Housing Department COMMUNITY DEVELOPMENT DEPARTMENT REVIEW — EL DORADO COUNTY, CALIFORNIA The El Dorado County Board of Supervisors hired Zucker Systems to complete a full review of the County's Community Development Department. Functions included all aspects of planning and building. Special features of the contract included an analysis of the County's one million - dollar General Plan contract and an analysis of a new one -stop permitting center. Client: County Administrative Office PLANNING DEPARTMENT STUDY — LOS ANGELES, CALIFORNIA Zucker Systems conducted a comprehensive review of all aspects of the 350-person City of Los Angeles Planning Department. This review included Extensive internal and external interviews, and the use of a national peer panel that included the planning directors from New York City, Miami, Memphis, Minneapolis, Long Beach, and San Jose. Client: City Administrative Office PLANNING DEPARTMENT DEVELOPMENT PROCESS IMPROVEMENTS — SANTA CRUZ COUNTY, CALIFORNIA Zucker Systems completed a study of the County development process with the goal of speeding up the process and handling a substantial backlog of permit cases. The initial report resulted in 102 recommendations that were unanimously adopted by the Board of Supervisors for implementation. The first contract was followed by a supplementary contract aimed at implementing suggestions and management training. Processing times were cut in half. Client: Santa Cruz County Planning Department Company Background 33 Zucker Systems REVIEW OF ORGANIZATIONAL STRUCTURE — CITY OF KETTERING, OHIO Zucker Systems was hired to review the two departments of Community Development and Planning, as well as the Assistant City Manager functions. Modifications to the organization structure were recommended in this report. Client: Assistant City Manager GRADING SECTION STUDY — ORANGE COUNTY, CALIFORNIA Zucker Systems was hired to complete a comprehensive review of Orange County's grading function including plan check, inspection, and overall systems and management review. The 123- page report made 86 specific recommendations including changes in grading policy, procedures, staffing, and training. Client: Environmental Management Agency MANAGEMENT AND OPERATIONAL STUDY— ORANGE COUNTY DEVELOPMENT PROCESSING SYSTEMS, ORANGE COUNTY, CALIFORNIA Zucker Systems, in joint venture with Deloitte, Haskins & Sells, completed this extensive study of the Environmental Management Agency's development processing system. Units studied included Advance Planning, Current Planning, Coastal Planning, Subdivisions, Building Plan Check, and Building Inspections. Included were interviews and surveys of user groups such as large and small developers, and citizen groups. The 169-page report included 186 recommendations for improvements to the existing systems, or for the creation of new systems. Specific recommendations were made in the areas of clerical, training, job rotation, capital equipment, records management, information systems, and communications. Client: Environmental Management Agency Orange County, California DEVELOPMENT PROCESS REVIEW — CORONA, CALIFORNIA The Departments of Building, Planning, Public Works, and Utilities were included in this comprehensive study designed to update the functions and assure that they could handle an anticipated major increase in development activity. The study made 143 recommendations. Each Department was reviewed individually. Additionally, topics covering all the departments included automation, communications, training, records management, the overall development process, and policy manuals. Specific recommendations were reviewed in joint study session with the City Manager. Client: City Manager MANAGEMENT STUDY— SAN DIEGO HOUSING REHABILITATION PROGRAM The San Diego Housing Commission asked Zucker Systems to conduct this comprehensive review of its Housing Rehabilitation Program. The study included a review of customer satisfaction, clarification and refinement of program goals, and streamlining of procedures in the area of market, finance, and construction. The report made 72 specific recommendations and included a comprehensive policy and procedures manual, along with a comparison to other housing programs in California. Client: San Diego Housing Commission San Diego, California Company Background Zucker PLANNING DIVISION REVIEW — NAPA COUNTY PLANNING AND DEVELOPMENT DEPARTMENT This study was designed to examine the County's permit processing procedures and related planning activities. Zucker Systems completed this comprehensive study in a tight six -week period. The 121 recommendations contained in the 150-page report focused on policy, procedures, and organization. The report included a detailed action plan, setting priorities and completion dates for each recommendation. Development processing times were cut in half through the report's recommendations. Client: County Administrator SURFACE MINING AND RECLAMATION ACT— CONTRA COSTA COUNTY, CALIFORNIA Contra Costa County hired Zucker Systems to review its surface mining activities and prepare a comprehensive plan for meeting State mandates. Client: Contra Costa County GENERAL PLAN FORMAT— CITY OF CHINO, CALIFORNIA This study, prepared by Zucker Systems for the City of Chino, has received statewide and national interest and is being used in continuous education programs for planners. The study developed a clear, comprehensive format for the General Plan. Client: Community Development Department IMPROVING THE DEVELOPMENT REGULATORY PROCESS — AUSTIN, TEXAS Paul C. Zucker was hired to head a team of national experts to review the development regulatory process in Austin. This report, written by Zucker, contained 26 recommendations for improving the process and was implemented by Austin City officials. Client: City Manager GENERAL PLAN UPDATE AND STREAMLINING PROGRAM — LOS ANGELES COUNTY, CALIFORNIA Zucker Systems was hired to prepare a comprehensive approach to updating and streamlining the Los Angeles County General Plan. This 100-page report reviewed state-of-the-art plans from throughout the country and recommended an approach to create a "user-friendly" General Plan. An RFP was prepared and a consultant hired to implement the report's recommendations. Client: Department of Regional Planning WORK FLOW AND MANAGEMENT ANALYSIS — GAINESVILLE, FLORIDA PLANNING DEPARTMENT This was a comprehensive study of the planning functions with specific focus on policy manuals, information systems, development processing, organization and staff roles, records management, cost recovery, communications, tickler systems, equipment, and processing timing cycles. The 146-page report was accompanied by four inches of appendix material including many exam- ples. The report contained 150 recommendations, most of which have now been implemented. Client: Department of Community Development Company Background 35 Zucker Systems PLANNING OVERVIEW — LOS ANGELES COUNTY, CALIFORNIA This study was an overview of the Los Angeles County Regional Planning Department. Review included consideration of office space, computerized permits, level of decision -making, plans and regulations, forms and formats, development targets, procedures, staff training, and organization. The study was conducted in close cooperation with the chairman of the Planning Commission and the Planning Director. Client: Department of Regional Planning DATA PROCESSING — SAN BERNARDINO COUNTY, CALIFORNIA This was a study advising the Director of the Department on how to best implement department reorganization plans. Client: Office of Management Services ZONING ENFORCEMENT PROGRAM — SACRAMENTO COUNTY, CALIFORNIA This was a comprehensive study of the Planning Department's enforcement functions. It included all current procedures, forms, filing systems, and policies. Much of this study has been implemented. Client: Planning and Community Development Department CITY COUNCIL RETREAT — ESCALON, CALIFORNIA Paul Zucker conducted a retreat for the Escalon City Council to focus on reaching agreement in relation to growth management issues. The retreat resulted in a strategy for next steps. Client: Escalon City Manager BUILDING DIVISION REVIEW — CHULA VISTA, CALIFORNIA This was a full organization review of the City's Building Permit function. Tasks included inspector r cted.ongs, observing plan checker and counter activities. A detailed staffing model was constructed. Client: Chula Vista Community Development Department ORGANIZATIONAL AND DEVELOPMENT PROCESS REVIEW — MARINA, CALIFORNIA This organizational review of Marina's Planning Department was based on extensive interview with policy makers and City staff along with other research activities. Client: Marina City Council CHARTING OF PERMIT PROCESSES — CHULA VISTA, CALIFORNIA Zucker Systems charted and described all the City's major development processes. This study was designed as a first step in overall process improvement. Client: Chula Vista Community Development Department Company Background 36 Zucker No Text would be concluded on various staff assignments. Key here would be to have flow chart and process documentation for key processes as well as time measurement. It may also be appropriate to elicit more staff comments and suggestions through a staff questionnaire. I would also tour the facilities and if schedules permit observe an inter -department review meeting and perhaps a Planning Commission meeting. The work program would now begin to evolve as a joint agreement with the various staff. Certain change procedures might be put in place on a trial basis early on. 2. Costs I understand that the preliminary budget for this effort is $25,000. While this is a modest budget for such work, with good staff efforts, good accomplishments should be possible. The City can decide later if there appears to be adequate payoff to justify supplementing the budget. My fees are $175/hour. Billing for travel and onsite work are set at a maximum of an eight -hour day even though onsite work may exceed those hours. Expenses are billed at normal rates. Current airfares to Denver are quite low at $264 round trip from San Diego. 3. Timing I am available to begin this work as the City may desire but generally need to set trips in advance, both for my own schedule and to reduce costs. If two -night stays were used the budget would provide four or five trips. I would arrive in Denver at 12:10 pm on day one and leave at 7:45 pm on day three. If one night -stays were used the budget would provide for six or seven trips. I would arrive in Denver at 12:10 pm on day one and leave at 7:45 on day two. To give staff adequate work time, I would suggest trips be spaced four to five weeks apart; however this could be determined at a later date. 4. Special Advice We have arranged with Clarion Associates to be available to me on a stand-by advisory basis should this be needed. I understand they have extensive background working with the City. 5. References References will be furnished on request. 6. Overview This project offers an inherently interesting situation, which I believe presents appealing conceptual and technical challenges and opportunities. Company Background 2 Zucker Systems I look forward to discussing this with your further. Paul Zucker, FAICP Company Background 3 Zucker Systems II. Overview Specifics Zucker Systems may be the only national organization and management firm that specializes in analysis of building planning, engineering and related departments. We have worked with 84 cities, 34 counties, 19 non -profits and 54 private clients in 22 states. In addition to our "best practices" experience through our contracts, we have conducted national research on best practices, performance measures and permitting and organizational methodology. We interact with permitting departments throughout the U.S. and Canada via an interactive web site. We believe each organization, permitting process or planning process is unique and we tailor our recommendations for each community. Nonetheless, our extensive studies and national contacts are a great assistance in relating to codes and planning functions. Zucker Systems, located in San Diego, California. Zucker Systems is a six -person firm created in 1982 to provide a unique combination of consulting services with specialization in the areas of codes, planning, management, development, and the environment. Each of these functions is designed to interact with the others using the power of a synergistic systems approach. We specialize in the analysis of planning and permitting functions in departments of building, planning, engineering, fire and related departments. Central to our approach is a state of mind referred to as "creative dissatisfaction" i.e., there is always a better way and the consultant's job is to help the organization find it. Service includes; audits, organizational analysis, management process and systems, project management, customer service training, focus groups, total quality management, re -engineering, benchmarking, management publications, seminars, retreats, and comprehensive management training systems. We believe that there is a difference between normal and maximum productivity in an organization and that difference is the skill of the manager. The need for major change in both public and private organizations is essential. We are beyond the days of moving from one management fad to another. What is required today is a fundamental shift based on a changing environment and the new information -age. Philosophy 1. Customers Zucker Systems is in business for only one reason —to serve our clients. If there is a trade-off between service and profit, we put service first. Our goal is to retain a relationship with each client forever, each and every time that client needs consulting services, and to have each client spread a good word about us to others. 2. Employees Zucker Systems has an obligation to its employees to help them stretch and learn, to produce uncommon results from ordinary people, and to have fun doing it. It is only through excellent employees that we can provide our high level of customer service. We are fully committed to affirmative action. Company Background 4 Zucker Systems 3. A Better Way Zucker Systems takes its lead from the Japanese word "Kaizen"— a constant search for a better way. We accept responsibility to continually search for a more effective and efficient way to do things. This approach allows us to provide better service to our clients, more resources for the organization, and a better community and environment. We also have a commitment to share our discoveries with others through our publications and seminars. We see ourselves as agents of change. Company Background 5 Zucker Systems III. Experience and Capaci Zucker Systems has extensive experience with building, planning engineering and fire departments. Not only have we analyzed such functions, but our senior staff members assigned to this study have also managed building and planning functions as governmental employees and contract staff. As can be seen in the list below, we have completed or are underway on studies for 30 building code functions and 54 planning functions. These studies have all resulted in considerable organizational change. A more complete description is shown in the attached pages. Planning/Codes/Engineering Studies ■ Monterey County California, 2002, Underway. ■ Peoria, Arizona, 2002, Underway. ■ Denton, Texas, 2002 ■ San Jose, California, 1992, 1994, 2001, and 2002. ■ Boulder County, Colorado, 2002. • Redding, California, 2002. ■ Scottsdale, Arizona, 2002. ■ Culver City, California, 2001. ■ Clackamas County, Oregon, 2001. ■ Corpus Christi, Texas, 2001. ■ Sonoma County, California, 2000. ■ Kent, Washington, 1999. • Santa Clara, California, 1999. ■ Ventura, California, 1999. • Naperville, Illinois, 1998. ■ Clearwater, Florida, 1998. ■ Fresno County, California, 1998. ■ Juneau, Alaska, 1998. ■ Avon, Colorado, 1997. ■ Danbury, Connecticut, 1996. Company Background 6 Zucker Systems • Kettering, Ohio, 1989. ■ Orange County, California, 1988 ■ Corona, California, 1987. ■ El Dorado County, California, 1991. Building Departments ■ City of Commerce, California, 2002. ■ Douglas County, Colorado, 2002. ■ Bellevue, Washington, 1999 and 2002. ■ Chula Vista, California, 1999. ■ Coeur d'Alene, Idaho, 1998. ■ Costa Mesa, California, 1997. Planning Departments • Chula Vista, California, 2002, Underway. ■ Los Angeles County, California, 1987 and 2002. ■ Henderson, Nevada. ■ Merced County, California. ■ Burbank, California, 2001. ■ Santa Monica, California, 2001. ■ Mariposa County, California, 2000. ■ Douglas County, Colorado, 2000. ■ Victoria, Texas, 2000. ■ Marina, California, 2000. ■ Santa Cruz, California, 1999. ■ Palo Alto, California, 1998. ■ Bloomington, Indiana, 1998. • Orlando, Florida, 1998. ■ Aspen, Colorado, 1998. • Logan, Utah, 1997. ■ Warren County, Kentucky, 1996. • Columbus, Indiana, 1996. Company Background 7 Zucker Systems