Agenda 03-27-2018 AGENDA.PDF Meeting Materials 03-27-2018 MEETING MATERIALS.PDF 1. Documents: 2. Documents:
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COUNCILMEMBERS
Edi E. Birsan, Mayor
Carlyn S. Obringer, Vice Mayor Laura M. Hoffmeister Ronald E. Leone Timothy A. McGallian Civic Center 1950 Parkside Drive Concord, CA 94519 www.cityofconcord.org
ANNOTATED AGENDA
Regular Meeting of the
Concord City Council/City
Council Sitting as the
Local Reuse Authority
Tuesday,
March 27, 2018
6:30 p.m. - Open Session
Council Chamber
1950 Parkside Drive
Information for the public on participation at Council meetings can be found on the back of the Speaker
Identification Card located near the Council Chamber entrance. Should you have any questions after consulting the Speaker Identification Card, please contact the City Clerk prior to the Council meeting.
AGENDIZED ITEMS – The public is entitled to address the City Council on items appearing on the agenda before or during the City Council’s consideration of that item. Each speaker will be limited to approximately three
minutes.
1.
OPENING
Roll Call – Councilmember Leone and Vice Mayor Obringer Absent
Pledge to the Flag – Councilmember McGallian
2.
PUBLIC COMMENT PERIOD
This is a fifteen minute Public Comment Period for items within the City Council’s subject matter jurisdiction that are not on this agenda. Each speaker will be limited to approximately three minutes. State law prohibits the City Council from acting at this meeting on any matter raised during the Public Comment Period.
Maria Villanueva, Concord, spoke of her concerns about being evicted from her home
with nowhere to go.
Martha Gonzalez, Concord, spoke of her concerns over no cause evictions and being
evicted from her home with nowhere to go.
Maria Lira, Concord, spoke of her concerns about being evicted from her home
without being able to find affordable housing.
Jazmin Gonzalez, Concord, spoke of her concerns about being evicted from her home
and cockroaches in her apartment. She received an eviction notice last night to be out
of her home by April 14 and was told she would not receive her deposit back.
Adan Torres, Concord, spoke of his concerns over unjust evictions, being evicted from
his home with an eviction date of Saturday, March 31, and bedbugs and cockroaches
in the apartment.
Eduardo Torres, Tenants Together, spoke of his concerns over unjust evictions and
requested stronger tenant protection.
Johnny Lira, Concord, spoke of his concerns over having to move and go to a new
school.
Rosalinda Romero, Concord, spoke of the high increase in her rent and stated that her
apartment building is invested with cockroaches and rats.
Mike McDermott, Concord, spoke of Contra Costa County’s presentation to the City
Council on its plan for cannabis.
Tami Kerr, Harmony Castiglione, and Olga Khitarishvili, Concord High School,
thanked Chief Swanger and the Concord City Council for its contribution to the
Concord High Arts Program.
Fro Schmidt, Art Cottage, thanked the Todos Santos Arts Foundation and the City for
putting the Art Cottage on the ‘10 Things to Do in Concord’ poster at the Veranda
Shopping Center.
George Fulmore, Concord, spoke of tenants’ rights, stated that Ellis Lake Park is not
useful in its current state, and questioned the park rule “No Amplified Music.”
Corey Perrigo, Concord, advocated for tenant protection and spoke in support of
fairness at his apartment complex.
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Maria Alas, Concord, spoke of the terrible conditions of her apartment, stated that she
complained about her broken refrigerator on March 20, and after she complained, she
received an eviction notice. Ms. Alas requested assistance from the City Council.
3.
PRESENTATIONS
a.
Presentation – by Fran Smith, Contra Costa County Advisory Council on
Aging, on a Countywide Aging Policy Platform. Introduction by Mayor Birsan.
ACTION: Presentation made by Debbie Toth, CEO, Choice in Aging.
4.
ANNOUNCEMENTS
a.
Announcing – Recruitment to fill unscheduled vacancy on Concord Pavilion
Community Outreach Committee. Report by Joelle Fockler, City Clerk.
ACTION: City Clerk Joelle Fockler announced a recruitment to fill an
unscheduled vacancy on the Concord Pavilion Community Outreach
Committee for a term ending February 28, 2019; and set Friday, April 27,
2018, at 5 p.m. as the deadline for receipt of applications by the City
Clerk.
5.
CITY COUNCIL/LOCAL REUSE AUTHORITY (LRA) CONSENT CALENDAR
The public is entitled to address the City Council/LRA on items appearing on the Consent Calendar before or during the City Council’s/LRA’S consideration of the Consent Calendar. Adoption of the Consent Calendar may be made by one motion of the City Council/LRA, provided that any
Councilmember, individual or organization may request removal of an item from the Consent Calendar for separate consideration. If a request for removal of an item from the Consent Calendar has been received, the Mayor may defer action on the particular item and place the same on the regular agenda for consideration in any order s/he deems appropriate.
CITY COUNCIL CONSENT CALENDAR
a.
Considering – approval of the minutes from the meeting of February 6, 2018.
Recommended by the City Clerk.
ACTION: Minutes from the meeting of February 6, 2018, approved by the
following vote of the Council:
AYES: Hoffmeister, McGallian, Birsan NOES: None
ABSENT: Leone, Obringer
b.
Considering – adoption of Ordinance No. 18-425.1 entitled, "An Ordinance
Amending the Zoning Map of the City of Concord for 2171 Sunshine Drive from
PR (Parks and Recreation) to RS6 (Single-Family Residential)." Ordinance No.
18-425.1 was introduced on February 27, 2018. Recommended by the City
Clerk.
CEQA: An initial study was prepared for the project in accordance with the
California Environmental Quality Act (CEQA). The initial study finds that the
proposed project could not have a significant effect on the environment, and a
negative declaration was adopted on February 27, 2018.
This item was pulled from the Council Consent Calendar by Concord
resident George Fulmore.
ACTION: Ordinance No. 18-425.1 adopted by the following vote of the
Council:
AYES: Hoffmeister, McGallian, Birsan NOES: None
ABSENT: Leone, Obringer
c.
Considering – adoption of Ordinance No. 18-1 entitled, "An Ordinance
Amending Concord Municipal Code Title 18 (Development Code), Chapter
18.20 (General Terms), Chapter 18.35 (North Todos Santos [NTS]), Chapter
18.150 (General Development Standards), Chapter 18.200 (Standards for
Specific Uses), and Chapter 18.425 (Minor Exceptions)." Ordinance No. 18-1
was introduced on February 27, 2018. Recommended by the City Clerk.
CEQA: Not a project under CEQA Guidelines Sections 15060(c)(2),
15060(c)(3), or 15378; in the alternative, exempt under Section 15061(b)(3).
ACTION: Ordinance No. 18-1 adopted by the following vote of the
Council:
AYES: Hoffmeister, McGallian, Birsan NOES: None
ABSENT: Leone, Obringer
d.
Considering – acceptance of improvements for Detroit Avenue / Whitman
Road Pedestrian Improvements, Project No. 2318 and directing the City Clerk
to file a Notice of Completion. Recommended by the Director of Community
and Economic Development.
This item was pulled from the Council Consent Calendar by
Councilmember Hoffmeister.
ACTION: Improvements for Detroit Avenue/Whitman Road Pedestrian
Improvements, Project No. 2318 accepted; City Clerk directed to file a
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e.
Considering – approval of a Professional Services Agreement in an amount
not to exceed $11,000 with HdL Companies for cannabis fiscal analysis and
taxation strategies services; and authorizing the City Manager to execute the
Agreement. (General Fund) Recommended by the Director of Finance.
This item was pulled from the City Council Consent Calendar by Mayor
Birsan.
ACTION: Professional Services Agreement in an amount not to exceed
$11,000 with HdL Companies for cannabis fiscal analysis and taxation
strategies approved; City Manager authorized to execute the Agreement
by the following vote of the Council:
AYES: Hoffmeister, McGallian NOES: Birsan
ABSENT: Leone, Obringer
LOCAL REUSE AUTHORITY CONSENT CALENDAR
f.
Considering – approval of an amendment to the Agreement for Professional
Services with Johnson Marigot Consulting, LLC for preparation of materials to
support an application for a 404 Permit under the Clean Water Act and
Regulatory Support Services for the Community Reuse Project at the former
Concord Naval Weapons Station (CNWS) in the amount not to exceed
$106,000; and authorize the Executive Director of the Local Reuse Authority to
execute the agreement, subject to approval by the City Attorney. (Funding will
be provided by a loan to the LRA from the City) Recommended by the Director
of the Local Reuse Authority.
ACTION: Amendment to the Agreement for Professional Services with
Johnson Marigot Consulting, LLC for preparation of materials to support
an application for a 404 Permit under the Clean Water Act and Regulatory
Support Services for the Community Reuse Project at the former Concord
Naval Weapons Station in the amount not to exceed $106,000 approved;
Executive Director of the Local Reuse Authority to execute the
Amendment, subject to approval of the City Attorney by the following
vote of the Local Reuse Authority:
AYES: Hoffmeister, McGallian, Birsan NOES: None
ABSENT: Leone, Obringer
g.
Considering – approval of an amendment to the Agreement for Professional
Services with Arup North America Ltd. (Arup) associated with land transfer and
development planning for the Community Reuse Project at the former Concord
Naval Weapons Station (CNWS) in an amount not to exceed $408,000; and
authorize the Executive Director of the Local Reuse Authority to execute the
agreement, subject to approval of the City Attorney. (Funding will be provided
by the Master Developer and through a loan to the LRA from the City and
through a grant from the Office of Economic Adjustment) Recommended by the
Director of the Local Reuse Authority.
ACTION: Amendment to the Agreement for Professional Services with
Arup North America Ltd. associated with land transfer and development
planning for the Community Reuse Project at the former Concord Naval
Weapons Station in an amount not to exceed $408,000 approved;
Executive Director of the Local Reuse Authority authorized to execute the
Amendment subject to the approval of the City Attorney by the following
vote of the Local Reuse Authority:
AYES: Hoffmeister, McGallian, Birsan NOES: None
ABSENT: Leone, Obringer
h.
Considering – approval of an amendment to the Agreement for Legal
Professional Services with Lubin Olson & Niewiadomski LLP in an amount not
to exceed $43,540 for work with the Community Reuse Project; and authorizing
the City Attorney to execute the Amendment. (Funding will be provided by the
Master Developer or a loan to the Local Reuse Authority from the General
Fund) Recommended by the Director of the Local Reuse Authority.
ACTION: Amendment to the Agreement for Legal Professional Services
with Lubin Olson & Niewiadomski, LLP in an amount not to exceed
$43,540 for work with the Community Reuse Project approved; City
Attorney authorized to execute the Amendment by the following vote of
the Local Reuse Authority:
AYES: Hoffmeister, McGallian, Birsan NOES: None
ABSENT: Leone, Obringer
6.
CORRESPONDENCE
Correspondence received at the City Council meeting will be listed here on the Annotated Agenda.
a. Age Friendly Community PowerPoint Presentation
b. Choice in Aging Learning Lab for Policy Makers flyer
c. Benched Correspondence, Item No. 3.a., Contra Costa Senior Policy Platform
2020
d. Benched Correspondence, Item No. 5.e., email dated March 26, 2018, from
Karan Reid, Finance Director, in response to email dated March 24, 2018, from
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City Manager or Staff Reports - none
Council Reports
Councilmembers shared information on events and activities in which
they had participated since the last meeting and commented on items of
interest.
The Council discussed bringing just cause evictions back to the
committee level, and decided to have staff instead research specific
issues and locations reported at public comment.
Kenji Yamada, Concord, requested that if this item comes to the Council
Committee on Housing and Economic Development that it be recorded
like the City Council meetings.
8.
ADJOURNMENT – 8:20 p.m.
Next Meeting: Special MeetingDate: 4/2/2018 - 6:30 PM
ADA NOTICE AND HEARING IMPAIRED PROVISIONS - The Council Chamber is equipped with a T-Coil Hearing Loop. This system allows “T” coil reception of the audio proceedings. Please switch your hearing aid or cochlear device to the “T”, “T” Coil or telephone position. If you would like better audio reception, a loop receiver that picks up the audio loop is available from the City Clerk.
In accordance with the Americans with Disabilities Act and California Law, it is the policy of the City of Concord to offer its public programs, services and meetings in a manner that is readily accessible to everyone, including those with disabilities. If you are disabled and require a copy of a public hearing notice, or an agenda and/or agenda packet in an appropriate alternative format; or if you require other accommodation, please contact the ADA Coordinator at (925) 671-3031, at least five days in advance of the hearing. Advance notification within this guideline will enable the City to make reasonable arrangements to ensure accessibility.
The following is a list of regular Council Committee meeting dates. Most meetings are held in the Garden Conference Room, 1950 Parkside Drive, Concord. NOTE: Meetings are subject to change or cancellation. For latest information and committee agendas please call 671-3158.
Committee Chair/Member Meeting Time
Policy Development & Internal Operations
Birsan/Obringer 2nd Wednesday at 5:30 p.m.
Housing & Economic Development Obringer/McGallian 4 th
Monday at 5:30 p.m. Infrastructure & Franchise Hoffmeister/Leone 2nd Monday at 6:00 p.m. Recreation, Cultural Affairs & Comm.
Svc.
McGallian/Birsan 3rd Wednesday at 5:30 p.m.
Youth & Education Leone/Hoffmeister 3
rd
Staff Report
Date:
March 27, 2018
To:
City Council
From:
Valerie J. Barone, City Manager
Prepared by:
Karan Reid, Director of Finance
Subject:
Considering approval of an Agreement for Professional
Services in an amount not to exceed $11,000 ($7,500 base
contract with $3,500 contingency) with HdL Companies for
Cannabis Fiscal Analysis and Taxation Strategies Services;
and authorizing the City Manager to execute the Agreement
(General Fund)
Report in Brief
Earlier this year, the Council directed the preparation of a Cannabis Work Plan as a
result of the legalization of adult-use (recreational) marijuana. A component of this work
plan is the development of fiscal analysis and taxation strategy to consider for the
November 2018 election.
Staff is recommending approval of a professional services contract with HdL Companies
in an amount not to exceed $11,000 ($7,500 base contract with $3,500 contingency) for
cannabis fiscal analysis and taxation strategy development. As the City already has
three contracts with HdL totaling more than $50,000, Council approval is required to
move forward with these services.
Recommended Action
Approve an Agreement for Professional Services in an amount not to exceed $11,000
with HdL Companies for Cannabis Fiscal Analysis and Taxation Strategies services.
Background
On November 8, 2016, California voters approved Proposition 64, the Control,
Regulate, & Tax Adult Use of Marijuana Act (“AUMA”), which made adult-use
(recreational) marijuana use legal.
5.e
5.e
5.e
City Council Agenda Report
Agenda Item No. 5.e
March 27, 2018
Earlier this year, Council directed the preparation of a Cannabis Work Plan. No
decisions have been made to date on what uses, if any, will be allowed. A component of
this work plan is to develop a potential tax measure for the November 2018 election.
Analysis
Staff recommends contracting with HdL Companies for the development of a revenue
fiscal analysis and taxation strategy for various types of cannabis businesses. HdL has
been providing valuable sales tax, property tax and business tax auditing and analysis
services to the City for many years.
HdL has developed a Cannabis Management Program with former professional
government marijuana policy experts with extensive knowledge in this area. These
experts are assisting local government agencies with implementing and managing
effective marijuana regulation and taxation. Their experts work closely with law
enforcement, the California Department of Consumer Affairs, the state legislature and
other state agencies along with the League of California Cities, CSAC and RCRC to
address and resolve local government issues related to the Cannabis Industry. HdL
knows the best practices and lessons learned from Colorado and various jurisdictions in
California because their experts have helped develop these policies and continue to
play a leadership role in the implementation of these programs.
As the City already has three contracts with HdL Companies that are in total greater
than $50,000, Council approval is required to engage in additional services.
Financial Impact
Adequate funds for this contract are available in the General Fund’s Non-Departmental
budget. The fees for the proposed scope of work total $7,500. A $3,500 contingency is
incorporated into the contract in the event additional work, such as supplemental
outreach efforts or more detailed analysis, are identified as the project progresses. The
additional work would be approved in advance in both scope and cost by the City
Manager. The total contract as proposed is in an amount not to exceed $11,000.
Public Contact
The City Council Agenda was posted.
Attachment
City of Concord
Cannabis Management
Program
HdL Companies
1340 Valley Vista Dr., Suite 200
Diamond Bar, CA 91765
www.hdlcompanies.com
Contact:
David McPherson
909.861.4335
dmcpherson@hdlcompanies.com
Page 27 of 38
Proposal to Provide Cannabis Management Consulting Services for the City of Concord
for the County of San Luis Obispo
January 5, 2018
TABLE OF CONTENTS
I.
LETTER OF TRANSMITTAL ... 2
II.
PROPOSED SCOPE OF SERVICES ... 3
III. COST ... .5
IV. EXPERIENCE AND RESOURCES ... 6
Proposal to Provide Cannabis Management Consulting Services for the City of Concord
for the County of San Luis Obispo
January 5, 2018 2
I. LETTER OF TRANSMITTAL
January 5, 2018 Karan Reid Director of Finance 1950 Parkside Drive Concord, CA 94519Re: Proposal – Cannabis Fiscal Analysis and Taxation Strategies
Dear Ms. Reid,
Thank you for the opportunity to present this proposal to provide subject matter expertise in the development of a fiscal analysis and taxation strategies for cannabis businesses in the City of Concord. HdL was incorporated in 1983 and has over 30 years of experience providing revenue enhancement and consulting services to local governments in California. HdL is a consortium of three companies established to maximize local government revenues by providing audit, compliance, economic development, consulting services and software products. Its audit and consulting services include sales, use and transaction taxes, property taxes, transient occupancy taxes, and a Cannabis Management Program. HdL’s systematic and coordinated approach to revenue management and economic data analysis is currently being utilized by over 400 agencies in six states. The firm currently serves 44 counties, 299 cities and 79 transactions tax districts in California.
Of interest to you and your team is our knowledgeable team of professionals who have direct experience in the establishment and implementation of Cannabis Regulatory Programs including establishing land-use regulations, registration processes, operation regulations for medicinal and adult-use cannabis facilities, staffing plans, cost recovery, and structuring cannabis business taxes and fees.
Enclosed please find our detailed scope of services for HdL’s Cannabis Management Program. We agree to adhere to the deliverable requirements for a total cost not to exceed $7,500. However, this will be subject to an agreed upon project schedule between the City of Concord and HdL.
We look forward to the opportunity to partner with the City of Concord in developing a strategy which meets your program needs. If you have any questions or require additional information, please feel free to contact Andy Nickerson by email at anickerson@hdlcompanies.com or David McPherson at dmcpherson@hdlcompanies.com or by phone at 909.861.4335.
Sincerely, Andy Nickerson
President, HdL Companies
Proposal to Provide Cannabis Management Consulting Services for the City of Concord
for the County of San Luis Obispo
January 5, 2018
II. PROPOSED SCOPE OF SERVICES
The regulation, compliance and taxation of Cannabis is complex and filled with challenging issues. Therefore, the objectives presented in this proposal are based on HdL’s experience and the expectations and desired outcomes of the City. However, due to the ongoing evolution of the state’s Medical Cannabis Regulation and Safety Act (MCRSA), the Adult Use Marijuana Act, Proposition 64 and the recent Medical and Adult-Use Cannabis Regulation and Safety Act (MAUCRSA), HdL is agreeable to modifications to this scope of services as deemed necessary by both HdL and City staff. Amendments to this Scope of Services shall be made in writing and shall not constitute additional hours of work without proper compensation unless otherwise approved by the City and HdL.
The project oversight and management objectives will begin upon the execution of a contract with the Consultant which will include the following:
➢ Kickoff Meeting: HdL will work with the Director of Finance to identify key internal
stakeholders to attend meetings, define roles of the participants, discuss schedules, and scope of services.
➢ Taxation Strategies and Options: Consultant will design process steps, best practices
and develop strategies for the taxation of various permit classifications.
➢ Fiscal Analysis: HdL will prepare a revenue matrix on a variety of assumptions for both
medicinal and adult-use cannabis commercial activities which will be used for the ballot measure fiscal impact statement.
➢ Ballot Measure: Develop a ballot measure which will ensure the best tax strategy for
the capturing of revenue for the City which complies with Proposition 218.
Objective 1: Revenue Fiscal Analysis Objective 1.1 Revenue Fiscal Analysis
➢ Prepare a fiscal revenue matrix identifying tax options and revenue estimates for the various types of cannabis businesses to be utilized for the ballot measure question.
Objective 2: Develop Tax Strategy and Ballot Measure Objective 2.1 Create and Design Ballot Measure
Proposal to Provide Cannabis Management Consulting Services for the City of Concord
for the County of San Luis Obispo
January 5, 2018
4
➢ Establish language in the ballot measure which will capture the taxation of medicinal cannabis and adult-use cannabis if applicable.
Proposal to Provide Cannabis Management Consulting Services for the City of Concord
for the County of San Luis Obispo
January 5, 2018
III. COST
HdL’s fee proposal is based on time, materials and travel expenses associated with the execution of the services. It is based on the current scope of services as outlined in Objectives 1 and 2 for a fee not to exceed $7,500. This fee is based on the current requirements presented to HdL by City staff to meet these requirements and the following assumptions:
Scope of Service Objectives
Estimated Hours of
Labor/Budget
Objective 1 –Revenue Fiscal Analysis Development
4 Hours/$1,200
Objective 2 – Ballot Measure and Commercial Cannabis
Tax Ordinance
18 Hours/$5,400
Travel Cost for up to three meetings
Flat Rate/$900
Total
22 Hours/$7,500
Objective 1: Cost Assumptions – Revenue Fiscal Analysis
➢ Using its proprietary software and database, HdL will provide a fiscal matrix based on its understanding of cannabis industry trends, demographics and geographical location of the City in the State of California to be used in for the ballot measure fiscal statement.
Objective 2: Develop Tax Strategy and Ballot Measure
➢ Establish language in the ballot measure which will capture the taxation of medicinal cannabis and adult-use cannabis if applicable. This ballot measure will properly define all the tax elements, definitions and administrative functions to ensure that the tax is equitable and provides administrative flexibility in the design.
Travel Cost Assumptions – Onsite Visits
➢ Consultant anticipates having travel cost to attend at a minimum of three (3) City Council /or staff meetings at City Hall which shall be charged at the rate of $300 per day.
Proposal to Provide Cannabis Management Consulting Services for the City of Concord
for the County of San Luis Obispo
January 5, 2018
6
IV. EXPERIENCE AND RESOURCES
Company Profile
Founded in 1983, HdL is a consortium of three companies established to maximize local government revenues by providing audit, compliance, economic development, consulting services and software products. Its audit and consulting services include sales, use and transaction taxes, property taxes, transient occupancy taxes, and a Cannabis Management Program. The firm also provides a variety of enterprise software processing tools for business licensing, code enforcement, animal control, building permits and tracking/billing of false alarms. HdL’s systematic and coordinated approach to revenue management and economic data analysis is currently being utilized by over 400 agencies in six states. The firm currently serves 44 counties, 299 cities and 79 transactions tax districts in California. HdL’s key staff has extensive experience serving local government and many have previously held positions in City/County management, finance, planning, economic development or revenue collection. HdL is a Corporate Partner of the League of California Cities and California State Association of Counties, and works extensively with the County Auditor’s Association of California, California Society of Municipal Finance Officers (CSMFO) and California Municipal Revenue and Tax Association (CMRTA) on anticipation and planning of programs to strengthen local government revenues.
This close understanding of local government needs coupled with extensive databases and advance methodology provides for the most relevant, productive and responsive, revenue recovery, forecasting and economic services available.
Key Personnel
David McPherson, Cannabis Compliance Director
David McPherson works with local agencies to prepare them to mitigate regulatory issues surrounding Proposition 64 and SB 94. Prior to joining the firm, David served 28 years in local government for the County of Orange and the cities of Newport Beach, San Jose and Oakland. David’s experience as a law enforcement officer, compliance auditor, and tax administrator has provided him a wealth of experience that makes him uniquely qualified to manage HdL’s Cannabis Management Program. While working for the City of Oakland, he became the first Tax Administrator in the Country to successfully tax, regulate and audit medical marijuana businesses. David has over 7 years of experience working with Cannabis regulatory programs.
David is one of the state’s most recognized experts in cannabis regulatory policies, compliance implementation and tax policies. His unique knowledge in horticulture,
Proposal to Provide Cannabis Management Consulting Services for the City of Concord
for the County of San Luis Obispo
January 5, 2018
processing and dispensary operations while working for the City of Oakland has made him one of the pioneers in creating a Cannabis Management Program. He uses his experience to assist local and state agencies in developing cannabis policies for regulation, compliance, auditing and economic development. He worked closely with the League of Cities and lobbyists on the development of the Medical Cannabis Regulation and Safety Act (MCRSA) and helped shape SB 94, the Medicinal Adult-Use Cannabis Regulation and Safety Act (MAUCRSA).
David provides technical support on cannabis-related matters to the League of Cities, the Police Chief’s Association, Rural County Representatives of California and the California State Association of Counties. In addition, David is working collaboratively with the Department of Consumers Affairs, Department of Food & Agriculture, Department of Health Services and the State Board of Equalization on the implementation of best practices for regulating the Cannabis Industry for local agencies.
David received his Bachelor’s Degree in History from California State University, Fullerton and his Master’s Degree in Public Administration from California State University, Long Beach. While at Long Beach, he was named “Future Urban Administrator of the Year”.
Tim Cromartie, Senior Cannabis Advisor
Tim Cromartie, is the Senior Cannabis Advisor at HdL, in which his primary role is providing policy expertise related to cannabis regulatory and tax policies at the state and local level. Prior to joining the HdL team Tim served as the legislative representative covering public safety issues for the League of California Cities since 2013, with a heavy emphasis on shaping legislation governing state and local regulation of marijuana. He has been actively involved in educating cities on changes in the law resulting from the Medical Cannabis Regulation and Safety Act, as well as Proposition 64, the Adult Use of Marijuana Act. When these two Acts were merged into a single regulatory structure in 2017, Tim successfully advocated for clarification of local government’s regulatory and enforcement authority in the cannabis context, and for related environmental safeguards in cultivation operations, protections against over-concentration of businesses, regulation of testing labs, and the inclusion of fire safety standards and a definition of volatile solvents in state law governing cannabis manufacturing operations. Since then he has been engaged in educating local governments on the more recent Medical and Adult Use Cannabis Regulation and Safety Act (MAUCRSA), as well as advocating for a reduction in the cumulative state tax rate for cannabis, improvements in the state’s track-and-trace program, and the restoration of a statewide cultivation cap.
Prior to the League, he held a variety of positions in the Legislature and state government, including legislative representative for CalPERS Governmental Affairs, legislative director and public safety consultant to former state Senator Gloria Romero, and field
Proposal to Provide Cannabis Management Consulting Services for the City of Concord
for the County of San Luis Obispo
January 5, 2018
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Matt Eaton, Cannabis Compliance Manager
Matt Eaton is the Cannabis Compliance Manager at HdL and plays a critical role in implementing the Cannabis Compliance Program for local agencies. Prior to joining the firm, he was a progressive law enforcement professional with 29 years’ experience conducting criminal/regulatory investigations, and corporate/individual background investigations. While working as a Supervisory Investigator at the Colorado Department of Revenue in the Marijuana Enforcement Division (MED) Matt managed Criminal Investigators and civilian staff in the Denver Metro and Longmont Field Offices. During his six-year tenure at the MED, he conducted approximately 10,000 criminal investigations and compliance reviews which included regulatory and financial investigations. In addition, he is a subject matter expert on track and trace systems. He understands the complexity of reviewing data to ensure businesses are in compliance with state and local regulations. Matt was also responsible for planning, developing and implementing report and field inspection protocols for the agency. He also played an instrumental role in recommending changes to current regulations and identifying essential language for new legislation in the State of Colorado. Matt is well known for his ability to maintain working relationships with Cannabis Industry leaders and external stakeholders in resolving issues.
Matt received his Bachelors of Science Degree from Biola University and currently maintains a Colorado Post Certificate. He has also served as an Adjunct Instructor teaching law enforcement principle related to criminology, correctional processes, procedural law, interviews, interrogations and criminal evidence at AIMS Community College in Greeley, Colorado.
Mark Lovelace, Cannabis Policy Advisor
Mark Lovelace has 16 years of broad experience in public policy, community engagement and advocacy and is recognized as a leader in advancing the statewide discussion of medical and recreational cannabis as a policy issue in California.
Mark served on the Humboldt County Board of Supervisors from 2009 through 2016 where he was instrumental in developing a comprehensive approach to regulating cannabis, including a voter-approved tax on commercial cultivation and an innovative track and trace pilot program. Mark established and co-chaired the Medical Marijuana Working Group for the California State Association of Counties (CSAC) and helped draft CSAC’s legislative platform for cannabis issues. Mark pioneered the first-ever six-county regional summit on cannabis issues in 2015 which resulted in the North Coast Counties Marijuana Policy Statement. His work and input were pivotal in guiding the development of SB 643 and AB 243, two components of the Medical Cannabis Regulation and Safety Act (MCRSA).
Proposal to Provide Cannabis Management Consulting Services for the City of Concord
for the County of San Luis Obispo
January 5, 2018
Mark has worked extensively with public agencies and statewide associations on cannabis issues, including CSAC, Rural County Representatives of California, the Association of California Water Agencies, the North Coast Resource Partnership, California Department of Fish and Wildlife, the State Water Board, the North Coast Regional Water Board, the Bureau of Medical Cannabis Regulation, state legislators, the Department of Justice, members of Congress and others. He has led numerous presentations, workshops and panel discussions on cannabis issues and has been a sought-after speaker on the topic for government agencies, community organizations and cannabis industry groups.
Mark received his Bachelor of Science Degree in Industrial and Product Design from California State University, San Jose. Prior to his time on the Board, he worked for many years as a respected advocate on land use, planning, development and environmental issues.
Kami Miller, Cannabis Senior Auditor
Kami Miller is the Cannabis Senior Auditor at HdL who’s primary role is to ensure cannabis compliance and identify the risk assessment in the supply chain process of each permitted business. Prior to joining the firm, she served three years as a Marijuana Compliance Manager for the Department of Public Behavior and Health (DPBH) for the State of Nevada. During this time Kami played a key role in Nevada’s implementation of its Medical Marijuana Program in which she was responsible for statewide monitoring of medical marijuana facilities that included cultivation, production, testing labs and retail stores.
While working as a Marijuana Compliance Manager for the DPBH for the State of Nevada Kami Managed Compliance Auditors and support staff in the Las Vegas Office. During her three-year tenure at the DPBH, she conducted approximately 1,000 compliance and financial inspections in which she developed the documentation for the inspection protocols in order to establish comprehensive reports. In addition, her experience in Nevada provided her the opportunity to learn the various track and trace systems that allowed her to develop industry supply chain practices for the Department of Taxation.
Kami received her Bachelors of Business Administration in E-Commerce and Supply Chain Management from Tennessee State University.
Stephanie Martin, Cannabis Outreach Coordinator
With over 28 years of diversified law enforcement experience, Stephanie has used her training and expertise to develop community-based partnerships, create and implement outreach programs and apply her communication skills for media relations. Stephanie’s public service career included working as a Police Officer, Program Manager, and
Proposal to Provide Cannabis Management Consulting Services for the City of Concord
for the County of San Luis Obispo
January 5, 2018
10
Elizabeth Eumurian, Cannabis Senior Analyst
Elizabeth Eumurian is a Senior Analyst in HdL’s Audit Department. Elizabeth previously worked for a large financial institution analyzing data for reporting anomalies and performing financial audits. She has also worked as a senior auditor in the entertainment industry. In this role, Elizabeth executed testing procedures for targeted audit programs, analyzed findings and prepared audit and compliance reports. Elizabeth earned her Bachelor of Arts degree in History from California State University, Fullerton.
Adam Crabtree, CEO of Nationwide Compliance Specialists (HdL Strategic
Partner)
Adam Crabtree is the Founder and CEO of Nationwide Compliance Specialists, Inc. (NCS), headquartered in Denver, Colorado. After graduation, Adam began his career in banking, managing sales, operations and compliance for a Tier 1 bank. It was there that he recognized the inherent flaws and systemic disconnect between banks, state government, and the Cannabis Industry. Relying on his background in banking, his education, and his analytical acumen, he began to dig into the pain points that are at the center of these issues. It was at this point that the core of the NCS platform, the patent-pending predictive analytical algorithm, was born. The algorithm was written to gather numerous, seemingly unrelated, data points and analyze the interplay between them. After a successful testing period, NCS transformed the algorithm into a high-powered, near-real time, analytics engine capable of aggregating and analyzing tens of millions of data points that are then transformed into clear, concise, detailed reports. These reports are used to assist in decision-making and resource allocation in the financial, regulatory and governmental sectors. The NCS partnership with HdL has established a “one of a kind” financial auditing program which will help ensure that cannabis businesses are properly reporting taxes, fees and other data required by state and local agencies.
Adam’s expertise with identifying and recognizing financial banking issues has given him the opportunity to work collaboratively with state and local officials as well as financial institutions in Colorado and California. He is often requested to conduct presentations about the current challenges for the Cannabis Industry and how the use of advanced analytics can help government overcome them. In addition, he has conducted presentations to the California State Assembly, Alaska Bar Association, State Board of Equalization, Native Nation, and numerous elected officials spanning from Hawaii to Massachusetts. Adam is a proud three-time graduate of the University of Colorado (BA, MBA, MSF).
Proposal to Provide Cannabis Management Consulting Services for the City of Concord
for the County of San Luis Obispo
January 5, 2018
V. REFERENCES
Jesse Mays
Assistant to the City Manager Culver City
Phone: 310.253.6009
Email: jesse.mays@culvercity.org
Christian Bettenhausen
City Attorney
City of California City Phone: 714.337.9923 Email: clb@jones-mayer.com Brandon Swanson Management Analyst County of Monterey Phone: 831.755.5334 Email: swansonb@co.montery.ca.us Chris Callihan City Attorney City of Salinas Phone: 831.758.7201 Email: chris.callihan@ci.salinas.ca.us Carmel Angelo
Chief Executive Officer County of Mendocino Phone: 707.463.4441