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HomeMy WebLinkAboutReso 20-21 Approving a Consulting Services Agreement Between the City of Dublin & ELS Architecture & Reso. No. 20-21, Item 7.2, Adopted 03/02/2021 Page 1 of 2 RESOLUTION NO. 20 - 21 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN APPROVING A CONSULTING SERVICES AGREEMENT BETWEEN THE CITY OF DUBLIN AND ELS ARCHTICTURE & URBAN DESIGN FOR THE SCS PROPERTY COMMUNITY OUTREACH WHEREAS, on August 18, 2020, the City Council denied the At Dublin project on the SCS Property without prejudice and directed Staff to leave the General Plan Amendment Study open and work with the property owner to conduct a community outreach process to gather input on the future use and development of the property; and WHEREAS, in response to the City Council’s direction, the City released a Request for Proposals seeking the services of qualified consultants with expertise in land use planning and community engagement to assist the City with a public outreach process; and WHEREAS, Staff reviewed the three proposals received in response to the Request for Proposals, and selected ELS Architecture & Urban Design to provide land use planning and community outreach for the SCS Property; and WHEREAS, a budget not to exceed $399,500 has been developed for the SCS Property Community Outreach. Furthermore, in the event that both the City and the Applicant/Property Owner agree that additional tasks are necessary to successfully complete the project, the City Council authorizes the City Manager to approve an increase to the scope and budget not to exceed 10 percent; and WHEREAS, ELS Architecture & Urban Design will perform the work outlined in the Scope of Work and Fee Proposals once the contract is executed and once the Applicant/Property Owner has funded the Developer Deposit Account to complete the work; and WHEREAS, the City’s Master Fee Schedule includes a 30 percent overhead charge for consultant services; however, the SCS Property Community Outreach is different than a typical development project in that it has been directed by the City Council, which the property owner has agreed to, but will not result in any approval for development. Therefore, the overhead rate for the proposed consultant services will not be applied for this work. NOW, THEREFORE, BE IT RESOLVED that the Dublin City Council authorizes the City Manager to execute a Consulting Services Agreement between the City of Dublin and ELS Architecture & Urban Design, attached hereto as Exhibit A for the SCS Property Community Outreach with a budget not to exceed $399,500 plus 10 percent contingency for a total of $439,450. PASSED, APPROVED, AND ADOPTED this 2nd day of March 2021 by the following vote: Reso. No. 20-21, Item 7.2, Adopted 03/02/2021 Page 2 of 2 AYES: Councilmembers Josey, Kumagai, McCorriston and Mayor Hernandez NOES: ABSENT: Councilmember Hu ABSTAIN: ______________________________ Mayor ATTEST: ______________________________ City Clerk Exhibit A CONSULTING SERVICES AGREEMENT BETWEEN THE CITY OF DUBLIN AND ELS ARCHITECTURE & URBAN DESIGN FOR PLANNING, FACILITATION AND OUTREACH FOR SCS PROPERTY THIS AGREEMENT for consulting services is made by and between the City of Dublin ("City") and ELS Architecture & Urban Design ("Consultant") (together sometimes referred to as the "Parties") as of , 2021 (the "Effective Date"). Section 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in the Scope of Work attached as Exhibit A at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, the Agreement shall prevail. 1.1 Term of Services. The term of this Agreement shall begin on the Effective Date and shall end on May 31, 2022, the date of completion specified in Exhibit A, and Consultant shall complete the work described in Exhibit A on or before that date, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 8. The time provided to Consultant to complete the services required by this Agreement shall not affect the City's right to terminate the Agreement, as referenced in Section 8. Notwithstanding the foregoing this Agreement may be extended on a month to month basis for up to 6 months upon the written consent of the Consultant and the City Manager, provided that: a) sufficient funds have been appropriated for such purchase, b) the price charged by the Consultant for the provision of the serves described in Exhibit A does not increase. None of the foregoing shall affect the City's right to terminate the Agreement as provided for in Section 8. 1.2 Standard of Performance. Consultant shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Consultant is engaged. 1.3 Assignment of Personnel. Consultant shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons. 1.4 Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Subsection 1.2 above and to satisfy Consultant's obligations hereunder. Section 2. COMPENSATION. City hereby agrees to pay Consultant a sum not to exceed $399,500, notwithstanding any contrary indications that may be contained in Consultant's proposal, for services to be performed and reimbursable costs incurred under this Agreement. In the event of a conflict between this Agreement and Consultant's proposal, attached as Exhibit A, regarding the amount of compensation, the Consulting Services Agreement between City of Dublin and for [MM/DD/YYYY] Page 1 of 14 Agreement shall prevail. City shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all invoices to City in the manner specified herein. Except as specifically authorized by City in writing, Consultant shall not bill City for duplicate services performed by more than one person. Consultant and City acknowledge and agree that compensation paid by City to Consultant under this Agreement is based upon Consultant's estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Consultant. Consequently, the Parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Consultant and its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement. 2.1 Invoices. Consultant shall submit invoices, not more often than once a month during the term of this Agreement, based on the cost for services performed and reimbursable costs incurred prior to the invoice date. No individual performing work under this Agreement shall bill more than 2,000 hours in a fiscal year unless approved, in writing, by the City Manager or his/her designee. Invoices shall contain the following information: ■ Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first invoice, etc.; ■ The beginning and ending dates of the billing period; • A Task Summary containing the original contract amount, the amount of prior billings, the total due this period, the balance available under the Agreement, and the percentage of completion; • A copy of the applicable time entries or time sheets shall be submitted showing the following: o Daily logs of total hours worked by each individual performing work under this Agreement o Hours must be logged in increments of tenths of an hour or quarter hour o If this Agreement covers multiple projects, all hours must also be logged by project assignment o A brief description of the work, and each reimbursable expense • The total number of hours of work performed under the Agreement by Consultant and each employee, agent, and subcontractor of Consultant performing services hereunder; ■ The Consultant's signature; • Consultant shall give separate notice to the City when the total number of hours worked by Consultant and any individual employee, agent, or subcontractor of Consultant reaches or exceeds 800 hours within a 12-month period under this Agreement and any other agreement between Consultant and City. Such notice shall Consulting Services Agreement between City of Dublin and for [MM/DD/YYYY] Page 2of14 include an estimate of the time necessary to complete work described in Exhibit A and the estimate of time necessary to complete work under any other agreement between Consultant and City, if applicable. 2.2 Monthly Payment. City shall make monthly payments, based on invoices received, for services satisfactorily performed, and for authorized reimbursable costs incurred. City shall have 30 days from the receipt of an invoice that complies with all of the requirements above to pay Consultant. 2.3 Final Payment. City shall pay the last 10% of the total sum due pursuant to this Agreement within 60 days after completion of the services and submittal to City of a final invoice, if all services required have been satisfactorily performed. 2.4 Total Payment. City shall pay for the services to be rendered by Consultant pursuant to this Agreement. City shall not pay any additional sum for any expense or cost whatsoever incurred by Consultant in rendering services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement. In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement, unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment. 2.5 Hourly Fees. Fees for work performed by Consultant on an hourly basis shall not exceed the amounts shown on the compensation schedule attached hereto as Exhibit A. 2.6 Reimbursable Expenses. Reimbursable expenses are included in the total amount of compensation provided under this Agreement that shall not be exceeded. 2.7 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes. 2.8 Payment upon Termination. In the event that the City or Consultant terminates this Agreement pursuant to Section 8, the City shall compensate the Consultant for all outstanding costs and reimbursable expenses incurred for work satisfactorily completed as of the date of written notice of termination. Consultant shall maintain adequate logs and timesheets to verify costs incurred to that date. 2.9 Authorization to Perform Services. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator. Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Consultant shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement. City shall make available to Consultant only the facilities and equipment listed in this section, and only under the terms and conditions set forth herein. Consulting Services Agreement between City of Dublin and for [MM/DD/YYYY] Page 3 of 14 City shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be reasonably necessary for Consultant's use while consulting with City employees and reviewing records and the information in possession of the City. The location, quantity, and time of furnishing those facilities shall be in the sole discretion of City. In no event shall City be obligated to furnish any facility that may involve incurring any direct expense, including but not limited to computer, long-distance telephone or other communication charges, vehicles, and reproduction facilities. Section 4. INSURANCE REQUIREMENTS. Before fully executing this Agreement, Consultant, at its own cost and expense, unless otherwise specified below, shall procure the types and amounts of insurance listed below against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Consultant and its agents, representatives, employees, and subcontractors. Consistent with the following provisions, Consultant shall provide proof satisfactory to City of such insurance that meets the requirements of this section and under forms of insurance satisfactory in all respects, and that such insurance is in effect prior to beginning work. Consultant shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in the Consultant's bid or proposal. Consultant shall not allow any subcontractor to commence work on any subcontract until Consultant has obtained all insurance required herein for the subcontractor(s) and provided evidence to City that such insurance is in effect. VERIFICATION OF THE REQUIRED INSURANCE SHALL BE SUBMITTED AND MADE PART OF THIS AGREEMENT PRIOR TO EXECUTION. Consultant shall maintain all required insurance listed herein for the duration of this Agreement. 4.1 Workers' Compensation. 4.1.1 General Requirements. Consultant shall, at its sole cost and expense, maintain Statutory Workers' Compensation Insurance and Employer's Liability Insurance for any and all persons employed directly or indirectly by Consultant. The Statutory Workers' Compensation Insurance and Employer's Liability Insurance shall be provided with limits of not less than $1,000,000 per accident. In the alternative, Consultant may rely on a self-insurance program to meet these requirements, but only if the program of self-insurance complies fully with the provisions of the California Labor Code. Determination of whether a self-insurance program meets the standards of the California Labor Code shall be solely in the discretion of the Contract Administrator. The Workers' Compensation policy shall be endorsed with a waiver of subrogation in favor of the entity for all work performed by the Consultant, its employees, agents, and subcontractors. 4.1.2 Submittal Requirements. To comply with Subsection 4.1, Consultant shall submit the following: a. Certificate of Liability Insurance in the amounts specified in the section; and Consulting Services Agreement between City of Dublin and for [MM/DD/YYYY] Page 4 of 14 b. Waiver of Subrogation Endorsement as required by the section. 4.2 Commercial General and Automobile Liability Insurance. 4.2.1 General Requirements. Consultant, at its own cost and expense, shall maintain commercial general liability insurance for the term of this Agreement in an amount not less than $1,000,000 and automobile liability insurance for the term of this Agreement in an amount not less than $1,000,000 per occurrence, combined single limit coverage for risks associated with the work contemplated by this Agreement. If a Commercial General Liability Insurance or an Automobile Liability form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Such coverage shall include but shall not be limited to, protection against claims arising from bodily and personal injury, including death resulting therefrom, and damage to property resulting from activities contemplated under this Agreement, including the use of owned and non -owned automobiles. 4.2.2 Minimum Scope of Coverage. Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (most recent edition) covering comprehensive General Liability on an "occurrence" basis. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001, Code 1 (any auto). No endorsement shall be attached limiting the coverage. 4.2.3 Additional Requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy: a. The Insurance shall cover on an occurrence or an accident basis, and not on a claims -made basis. b. City, its officers, officials, employees, and volunteers are to be covered as additional insureds as respects: liability arising out of work or operations performed by or on behalf of the Consultant; or automobiles owned, leased, hired, or borrowed by the Consultant. c. Consultant hereby agrees to waive subrogation which any insurer or contractor may require from vendor by virtue of the payment of any loss. Consultant agrees to obtain any endorsements that may be necessary to effect this waiver of subrogation. d. For any claims related to this Agreement or the work hereunder, the Consultant's insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, Consulting Services Agreement between City of Dublin and for [MM/DD/YYYY] Page 5 of 14 or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. 4.2.4 Submittal Requirements. To comply with Subsection 4.2, Consultant shall submit the following: a. Certificate of Liability Insurance in the amounts specified in the section; b. Additional Insured Endorsement as required by the section; c. Waiver of Subrogation Endorsement as required by the section; and d. Primary Insurance Endorsement as required by the section. 4.3 Professional Liability Insurance. 4.3.1 General Requirements. Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing work pursuant to this Agreement in an amount not less than $2,000,000 covering the licensed professionals' errors and omissions. Any deductible or self -insured retention shall not exceed $150,000 per claim. 4.3.2 Claims -Made Limitations. The following provisions shall apply if the professional liability coverage is written on a claims -made form: a. The retroactive date of the policy must be shown and must be before the date of the Agreement. b. Insurance must be maintained and evidence of insurance must be provided for at least 5 years after completion of the Agreement or the work, so long as commercially available at reasonable rates. c. If coverage is canceled or not renewed and it is not replaced with another claims -made policy form with a retroactive date that precedes the date of this Agreement, Consultant shall purchase an extended period coverage for a minimum of 5 years after completion of work under this Agreement. d. A copy of the claim reporting requirements must be submitted to the City for review prior to the commencement of any work under this Agreement. 4.3.3 Additional Requirements. A certified endorsement to include contractual liability shall be included in the policy. 4.3.4 Submittal Requirements. To comply with Subsection 4.3, Consultant shall submit the Certificate of Liability Insurance in the amounts specified in the section. Consulting Services Agreement between City of Dublin and for [MM/DD/YYYY] Page 6 of 14 4.4 All Policies Requirements. 4.4.1 Acceptability of Insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than A:VII. 4.4.2 Verification of Coverage. Prior to beginning any work under this Agreement, Consultant shall furnish City with complete copies of all Certificates of Liability Insurance delivered to Consultant by the insurer, including complete copies of all endorsements attached to the policies. All copies of Certificates of Liability Insurance and certified endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf. If the City does not receive the required insurance documents prior to the Consultant beginning work, it shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete copies of all required insurance policies at any time. 4.4.3 Deductibles and Self -Insured Retentions. Consultant shall disclose to and obtain the written approval of City for the self -insured retentions and deductibles before beginning any of the services or work called for by any term of this Agreement. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self -insured retentions as respects the City, its officers, employees, and volunteers; or the Consultant shall provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration and defense expenses. 4.4.4 Wasting Policies. No policy required by this Section 4 shall include a "wasting" policy limit (i.e. limit that is eroded by the cost of defense). 4.4.5 Endorsement Requirements. Each insurance policy required by Section 4 shall be endorsed to state that coverage shall not be canceled by either party, except after 30 days' prior written notice has been provided to the City. 4.4.6 Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein. 4.5 Remedies. In addition to any other remedies City may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option exercise any of the following remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Consultant's breach: • Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement; Consulting Services Agreement between City of Dublin and for [MM/DD/YYYY] Page 7of14 ■ Order Consultant to stop work under this Agreement or withhold any payment that becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or ■ Terminate this Agreement. Section 5. INDEMNIFICATION AND CONSULTANT'S RESPONSIBILITIES. Refer to the attached Exhibit C, which is incorporated herein and made a part of this Agreement. Section 6. STATUS OF CONSULTANT. 6.1 Independent Contractor. At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of City. This Agreement shall not be construed as an agreement for employment. City shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement and assignment of personnel pursuant to Subsection 1.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement. Contractor further acknowledges that Contractor performs Services outside the usual course of the City's business; and is customarily engaged in an independently established trade, occupation, or business of the same nature as the Contractor performs for the City, and has the option to perform such work for other entities. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits. 6.2 Consultant Not an Agent. Except as City may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever. Section 7. LEGAL REQUIREMENTS. 7.1 Governing Law. The laws of the State of California shall govern this Agreement. 7.2 Compliance with Applicable Laws. Consultant and any subcontractors shall comply with all laws and regulations applicable to the performance of the work hereunder, including but not limited to, the California Building Code, the Americans with Disabilities Act, and any copyright, patent or trademark law. Consultant's failure to comply with any law(s) or regulation(s) applicable to the performance of the work hereunder shall constitute a breach of contract. Consulting Services Agreement between City of Dublin and for [MM/DD/YYYY] Page 8 of 14 7.3 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Consultant and any subcontractors shall comply with all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program. 7.4 Licenses and Permits. Consultant represents and warrants to City that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required to practice their respective professions. Consultant represents and warrants to City that Consultant and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Consultant and any subcontractors shall obtain and maintain during the term of this Agreement valid Business Licenses from City. 7.5 Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the basis of a person's race, sex, gender, religion (including religious dress and grooming practices), national origin, ancestry, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, age, sexual orientation, color, creed, pregnancy, genetic information, gender identity or expression, political affiliation or belief, military/veteran status, or any other classification protected by applicable local, state, or federal laws (each a "Protected Characteristic"), against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Consultant under this Agreement. Consultant shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement. Section 8. TERMINATION AND MODIFICATION. 8.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant. Consultant may cancel this Agreement upon 30 days' written notice to City and shall include in such notice the reasons for cancellation. In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of termination; City, however, may condition payment of such compensation upon Consultant delivering to City any or all documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or the City in connection with this Agreement. 8.2 Extension. City may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection 1.1. Any such extension shall require a written amendment to this Agreement, as provided for herein. Consultant understands and agrees that, if City grants such an extension, City shall have no obligation to provide Consulting Services Agreement between City of Dublin and for [MM/DD/YYYY] Page 9 of 14 Consultant with compensation beyond the maximum amount provided for in this Agreement. Similarly, unless authorized by the Contract Administrator, City shall have no obligation to reimburse Consultant for any otherwise reimbursable expenses incurred during the extension period. 8.3 Amendments. The Parties may amend this Agreement only by a writing signed by all the Parties. 8.4 Assignment and Subcontracting. City and Consultant recognize and agree that this Agreement contemplates personal performance by Consultant and is based upon a determination of Consultant's unique personal competence, experience, and specialized personal knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Consultant. Consultant may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator. 8.5 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Consultant shall survive the termination of this Agreement. 8.6 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City's remedies shall include, but are not limited to, the following: 8.6.1 Immediately terminate the Agreement; 8.6.2 Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement; 8.6.3 Retain a different consultant to complete the work described in Exhibit A not finished by Consultant; or 8.6.4 Charge Consultant the difference between the cost to complete the work described in Exhibit A that is unfinished at the time of breach and the amount that City would have paid Consultant pursuant to Section 2 if Consultant had completed the work. Section 9. KEEPING AND STATUS OF RECORDS. 9.1 Records Created as Part of Consultant's Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City. Consultant hereby agrees to deliver those documents to the City upon termination of the Agreement. It is understood and Consulting Services Agreement between City of Dublin and for [MM/DD/YYYY] Page 10 of 14 agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. City and Consultant agree that, until final approval by City, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both Parties. 9.2 Consultant's Books and Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for a minimum of 3 years, or for any longer period required by law, from the date of final payment to the Consultant to this Agreement. 9.3 Inspection and Audit of Records. Any records or documents that Subsection 9.2 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds $10,000.00, the Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of the City, for a period of 3 years after final payment under the Agreement. Section 10. MISCELLANEOUS PROVISIONS. 10.1 Attorneys' Fees. If a party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees in addition to any other relief to which that party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose. 10.2 Venue. In the event that either party brings any action against the other under this Agreement, the Parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Alameda or in the United States District Court for the Northern District of California. 10.3 Severabilitv. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement. 10.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement. 10.5 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the Parties. Consulting Services Agreement between City of Dublin and for [MM/DD/YYYY] Page 11 of 14 10.6 Use of Recycled Products. Consultant shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper. 10.7 Conflict of Interest. Consultant may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Consultant in a "conflict of interest," as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq. Consultant shall not employ any City official in the work performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Section 1090 et seq. Consultant hereby warrants that it is not now, nor has it been in the previous 12 months, an employee, agent, appointee, or official of the City. If Consultant was an employee, agent, appointee, or official of the City in the previous 12 months, Consultant warrants that it did not participate in any manner in the forming of this Agreement. Consultant understands that, if this Agreement is made in violation of California Government Code Section 1090 et seq., the entire Agreement is void and Consultant will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Consultant will be required to reimburse the City for any sums paid to the Consultant. Consultant understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of California Government Code Section 1090 et seq., and, if applicable, will be disqualified from holding public office in the State of California. At City's sole discretion, Consultant may be required to file with the City a Form 700 to identify and document Consultant's economic interests, as defined and regulated by the California Fair Political Practices Commission. If Consultant is required to file a Form 700, Consultant is hereby advised to contact the Dublin City Clerk for the Form 700 and directions on how to prepare it. 10.8 Solicitation. Consultant agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials. 10.9 Contract Administration. This Agreement shall be administered by the City Manager ("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his or her designee. 10.10 Notices. Any written notice to Consultant shall be sent to: Ryan Call ELS Architecture & Urban Design 2040 Addison Street Berkeley, CA 94704 Consulting Services Agreement between City of Dublin and for [MM/DD/YYYY] Page 12 of 14 Any written notice to City shall be sent to: City of Dublin Attn: Amy Million, Principal Planner 100 Civic Plaza Dublin, CA 94568 10.11 Integration. This Agreement, including the scope of work attached hereto and incorporated herein as Exhibits A, B, and C represents the entire and integrated agreement between City and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral. Exhibit A Scope of Services Exhibit B Compensation Schedule & Reimbursable Expenses Exhibit C Indemnification 10.12 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. 10.13 Certification per Iran Contracting Act of 2010. In the event that this contract is for one million dollars ($1,000,000.00) or more, by Consultant's signature below Consultant certifies that Consultant, and any parent entities, subsidiaries, successors or subunits of Consultant are not identified on a list created pursuant to subdivision (b) of Section 2203 of the California Public Contract Code as a person engaging in investment activities in Iran as described in subdivision (a) of Section 2202.5, or as a person described in subdivision (b) of Section 2202.5 of the California Public Contract Code, as applicable. SIGNATURES ON FOLLOWING PAGE Consulting Services Agreement between City of Dublin and for [MM/DD/YYYY] Page 13 of 14 The Parties have executed this Agreement as of the Effective Date. The persons whose signatures appear below certify that they are authorized to sign on behalf of the respective Party. CITY OF DUBLIN ELS Architecture & Urban Design Linda Smith, City Manager [NAME, TITLE] Attest: Consultant's DIR Registration Number (if applicable) Marsha Moore, City Clerk Approved as to Form: City Attorney Consulting Services Agreement between City of Dublin and for [MM/DD/YYYY] Page 14 of 14 EXHIBIT A SCOPE OF SERVICES Consulting Services Agreement between City of Dublin and Last revised [MM/DD/YYYY] for Exhibit A — Page 1 of 1 EXHIBIT B COMPENSATION SCHEDULE & REIMBURSABLE EXPENSES Consulting Services Agreement between City of Dublin and Last revised [MM/DD/YYYY] for Exhibit B — Page 1 of 1 EXHIBIT C INDEMNIFICATION Consultant shall indemnify, defend with counsel acceptable to City, and hold harmless City and its officers, elected officials, employees, agents and volunteers from and against any and all liability, loss, damage, claims, expenses, and costs (including without limitation, attorney's fees and costs and fees of litigation) (collectively, "Liability") of every nature arising out of or in connection with Consultant's performance of the services called for or its failure to comply with any of its obligations contained in this Agreement, except such Liability caused by the sole negligence or willful misconduct of City. Notwithstanding the forgoing, to the extent this Agreement is a "construction contract" as defined by California Civil Code Section 2782, as may be amended from time to time, such duties of Consultant to indemnify shall not apply when to do so would be prohibited by California Civil Code Section 2782. The Consultant's obligation to defend and indemnify shall not be excused because of the Consultant's inability to evaluate Liability or because the Consultant evaluates Liability and determines that the Consultant is not liable to the claimant. The Consultant must respond within 30 days to the tender of any claim for defense and indemnity by the City. If the Consultant fails to accept or reject a tender of defense and indemnity within 30 days, in addition to any other remedy authorized by law, so much of the money due the Consultant under and by virtue of this Agreement as shall reasonably be considered necessary by the City, may be retained by the City until disposition has been made of the claim or suit for damages, or until the Consultant accepts or rejects the tender of defense, whichever occurs first. D architecture urban design URBAN FIELD BERNESE LANE PARTNERS • LLC Keyser Marston Associates -4� ontents 1. Introduction 2. Scope of Work 3. Process and Schedule 4. Personnel, Equipment and Facilities 5. Qualifications & References 6. Cost Schedule 7. Statement of Offer and Signature 8. Comments on Consultant Agreement + Appendix: Resumes 3 5 11 12 14 18 111 20 20 Is aurban design URBAN FIELD September 30, 2020 Dear Ms. Million, We greatly appreciate this opportunity to present our p, ur..,L,oul for Planning, Facilitation and Public Outreach Services at the SCS Property for the City of Dublin. This property offers the chance to build much needed housing and to create a meaningful and fulfilling place for the community to enjoy. We will help the City employ a transparent, consensus -oriented proces involving listening, idea exploration and collaborative design. Our goal is to build trust and alii the public's interest with the obectives of those in the private sector who will be building the vision we create. We recognize that the character of this area of Dublin has its own unique context and that the potential program of the site will require expertise in residential development of a different scale than on our effort in Downtown Dublin. To that end, our team has executive -level experience in homebuilding (much of it in Dublin) to support productive engagement with the landowners and add greater realism to our design. Lastly, we realize that in order for the community to fully support the vision it must go beyond the plan and capture the more subjective challenge of character. We have proposzd in our outreach a discussion on architecture that is designed to educate but also to reveal preferences in the community. We hope that the following proposal clearly outlines our approach and enthusiasm to collaborate with the City of Dublin. We are happy to discuss in detail any questions you might have and can provide any additional information you might need to move forward. Should you have any questions, please do not hesitate to contact Ryan Call at 510.260.4306 or email rcall@elsarch.com. Sincerely, .yd all, AIA I Principal ELS Architecture & Urban Design Jane Lin, AIA I Founding Principal Urban Field Studio 2040 Addison Street Berkeley, CA 94704 510.549.2929 elsarch.com 1. Introduction The Dublin SCS property is a key parcel in the development of the City of Dublin. The adjacent Tassajara Road extends through a suburban, rural and urban landscape, connecting Danville and Dublin before it becomes Santa Rita Road and eventually turns into Pleasanton's Main Street. The borders of this property represent nearly every scale of development, encompassing a full spectrum of residents and commercial tenants. It is no surprise that with this dynamic address and prominence, the question of what this site "should be" has no single answer or form of development. These characteristics mean that the site is at odds with the typical approach to suburban development, where guidelines often rely on efficiency, repetition and covering large areas of land with one or two product types. Proposals for the site, while high in material quality, have not yet presented a vision that is acceptable to City Council and the community. We are eager to learn more about why the past proposals didn't work and to understand the concerns. We see this process as an opportunity to explore, discuss, and consider the factors that shape development. Building on our collaboration for the Downtown Dublin plan, ELS and Urban Field Studio are teaming again, with ELS as prime. Our team holds the following strengths: ELS brings a highly informed perspective through our work with private developers and skills in master planning and architecture. Urban Field Studio (UFS) will customize the community engagement approach, drawing on extensive and innovative experience in online public engagement from an urban design lens. Retail Real Estate Resources (RRER) will provide insight into the rapidly changing commercial landscape, offering crucial local knowledge of what works and what doesn't. Keyser Marston Associates (KMA) gives us the ability to test and tune our assumptions regarding the financial feasibility of our proposals. Bernese Lane Partners, which we have added to our group for this effort, brings executive level experience in the homebuilding sector, much of it in Dublin. They will assist in our discussions with private stakeholders and help the team understand residential market conditions specific to Dublin. This collaborative team structure represents an important advantage when planning a challenging, even controversial, site. We believe that the landowner deserves a clear picture of what they must do, and we must in turn communicate their constraints to the community. We strive to build our platform around finding real - world consensus, on behalf of the community and the landowner. PUBLIC OUTREACH PLAN DEVELOPMENT The goal of this exercise is to facilitate a vision that excites the community as much as the developers who will build it. This vision will complete the General Plan Amendment study that was left open by City Council. The public outreach plan for the site will include the community, property owner, and City Staff. Our recommendation includes forming a Community Advisory Committee (CAC) composed of both proponents and opponents of the projects to serve as a focus group. We also anticipate a ULI TAP will be convened at the beginning of the project. Our strategy for engaging those who are concerned about this development includes offering different levels of involvement, ways of understanding the site, and attracting broad participation so that ownership of the conclusions is shared and championed. Prior to the beginning of the COVID-19 pandemic, our team was experimenting with the online tools that are required for community engagement today. There are many options available - Maptionnaire, Neighborland, CoUrbanize, each of which addresses a different need. For this work, we will create a central project website with exhibits and activities that will be accessible to participants on their 3 to the various voices in the community, whether it is the long term resident wf • about traffic and growth, the develop would just like to get something built, the tenants who see an opportunity to open i Dublin, or a City Council whose very job determining how Dublin grows and respon to the needs of existing residents as well as 4 { PUBLIC OUTREACH PLAN DEVELOPMENT cont. own time and use events and messaging to draw them in. Visual communication has always been a strength of our team - whether through renderings, graphic layouts, video, or in combination. Now that we live our lives online and are accessing information largely asynchronously, our planning work needs to speak for itself. Over the last few months, we have become adept at transforming what would have been in -person community meetings into engaging synchronous events, using Zoom and a host of online tools to deliver charrettes and workshops. We have designed highly interactive public virtual events for groups of 10-50 people and conducted webinars reaching many more. Our facilitation skills, developed over years of live community events, have been adapted for virtual engagements. We invite you to see what we have done for the City of Milpitas (https:// www.milpitasmetro.org/), the City of San Leandro (https://www. sldevelopmentstandards.com/), the City of Albany (https://www. sanpablospecificplan.org/), and the Delta Protection Commission. The online community engagement approach for this project in Dublin would be tailored to involve as many participants as possible, in a straightforward way with visually appealing and inviting design. PROCESS Our process in outline form is as follows: A. Background Research - Identify physical, political, financial opportunities and constraints, with key stakeholders and a Community Advisory Committee B. Public Engagement - Explore, Learn and Listen. Establish a relationship with the community using a comprehensive communications plan with a website and survey, and online events and activities for dialogue. C. Land use Framework - Create land use framework options that respond to the input from stakeholder groups to explain and explore the tradeoffs of various schemes and the development process through educational outreach, with the objective of building consensus to set the foundation for the preferred plan. D. Preferred Plan - The preferred plan will be prepared with supporting financial analysis, three-dimensional exhibits in a digital format for presentation to the Community. E. General Plan Amendment Study Recommendation - A concise report will be prepared to recommend land use and development policy to amend the General Plan. F. Implementation Support - Work with landowners as advisors reviewing development proposals 0- 4 Task A Background Research Schedule Task A would ideally begin in January 2021 with meetings with the City Council and Planning Commission scheduled about a month after the ULI TAP. A ULI TAP is anticipated to take place on or around omplete. 1 • • I. Task A o - • • - ' o provide relevant planning documents, provide access to previous site submissions, and i •I : -. - .CAC. 2. Scope of Work Task A: Background Research For Task A, we will identify the political, physical, and financial opportunities and constraints, working with key stakeholders. We will also begin building a relationship with the landowner, Community Advisory Committee (CAC), City Council and Planning Commission. Background Research will be conducted parallel with ULI TAP. The background research, combined with the ULI TAP, will help inform our content for Task A Outreach. Planning Document Review: ELS and UFS will review the General Plan, East Dublin Specific Plan, and previous design submittals for the site. We will work with City Staff to confirm our understanding of the site's development capacity, reviewing existing planning policies and any anticipated changes to policies that might inform the master plan vision. The planning document review will be summarized in a presentation to be posted on the project website (when available). Landowner Interview (1): We will meet with the landowner to learn about the history of the site, discuss our public -engagement approach, identify key themes, and identify opportunities and constraints from the ownership perspective. Background Research would continue after meeting with the Landowner and Document Review with: Urban Design Site Analysis: ELS and UFS will work together to identify important patterns in circulation, context, and nature of the surrounding built environment that may influence plan concepts. Geographic Infrastructure Constraints and Opportunities: The design team will work with City Staff to understand limits of the site infrastructure, including utilities, stormwater management, and transportation. We will also be assessing any natural physical features or grades that may influence the design. We will utilize the extensive traffic analysis work that has been completed through the previous project submittal. The analysis of Urban Design and Geographic Infrastructure will be summarized in a presentation to be posted on the project website (when available). Market Analysis: RRER, KMA, and Bernese Lane will look into near- and long-term anticipated commercial and residential market demands for the site and develop content for a summary presentation to be posted on the project website (when available). After the ULI TAP, anticipated in March 2021, the first meetings with the CAC, City Council, and Planning will take place. CAC Meeting (1): We will rely on City Staff to identify potential committee members in the community that can serve as part of this focus group. Our agenda is: to present background information to set the stage for discussion to learn about their thoughts on previous proposals and their general priorities for development in Dublin to discuss the greater engagement strategy, including organizing up to 3 follow-up stakeholder interviews City Council and Planning Commission Meeting (1 each): The team will present to both the City Council and Planning Commission at working sessions that will cover: the outreach strategy for this project background information collected from landowner, ULI TAP, CAC, and initial interviews initial understanding of opportunities and constraints and desired objectives discussion questions about their concerns and objectives for the property and Dublin 5 1 1 I Task B Public Engagement Schedule Task B is expected to last 4 weeks. Cost Task B will cost $37,000 to complete an includes a budget for digital outreach tools. Use of Neighborland, Typefor Exhibbit, Mural, Vimeo, and other tools will enhance the content on the website, hosted on Squarespace. Support Task B will require the City to review and approve content for Community Meeting #1 and the online engagement project website. J Task B: Public Engagement In Task B, the team will Explore, Learn and Listen, launching a relationship with the community to explore the mechanics of development through the creation of a project website and online engagement. Our objective with outreach in Task B is to establish project goals. In this task: A comprehensive communications plan will be developed The project website will launch and become the centralized place for project information and announcements. Synchronous Community Meeting #1: Our team will engage the community in an online meeting to discuss their values for community development, what they liked or disliked about the previous development proposals, and what places or developments that they believe could be a source of inspiration moving forward and why. Asynchronous Online Survey #1: A survey that parallels the information in our Synchronous Meeting will be posted to the project website for asynchronous responses using the platform most preferred by City staff and Consultant team. This survey may utilize forums, word clouds, thought exchanges, and any tools that help to reflect the range of discussion. The educational content communicated as part of the outreach will include: Insight regarding the City's Regional Housing Needs Allocation (RHNA) obligations, state laws on housing, growth mandates, and where developments in Dublin offer the greatest chance of success • Exploration of the potential range of development possible for the area • Education about the development process and trade-offs Project Website Update SQUARESPACE Meetings with Staff Landowner Engagement Meetings CAC Meetings zoom Synchronous Asynchronous Community Meetings Community Survey zoom City Council Meetings zoom 1111 Jamboard Google Forms DOD 1:1111 socialpinpoint maptionnaire ceSSurveyMonkey 0 Poll Everywhere coUrbanize OuNeighboriand * Task C Land Use Framework Schedule till Task C will take 6-8 weeks to complete. Landowner engagement is anticipated to begin prior to Memorial Day followed by public stakeholder and community engagement that will continue through the summer of 2021. Cost Task C will cost $114,500 to complete. Support Task C will require the City to review and approve content for the online engagement project website. i i - - f _: I ;41 I • I . 'f A is iM . —A ■■�ri�■s■ 1•rikarM 1.1 k Id I !A.!.:41ll■:1i■im ems.■■ 61 i 1 • . r Task C: Land Use Framework Task C will focus on land use plan exploration and consensus building. From the design perspective, the plans will be creative, contextual, inspired by innovation and financially feasible. From the consensus building perspective, outreach will be structured to educate the community on the trade-offs the developer must make to bring the project to fruition and where there is flexibility for the plan to respond to the community's needs. Upon the completion of the Task C process we will produce an educational video summarizing the following: The design narrative that inspired the three plan options • The financial constraints the plan must respond to • Where there is flexibility in the design to be tailored to the community's needs • The developer and community feedback on the three plans • The resulting principals from this process and feedback that will guide the preferred plan In the early stages of planning we recommend a process where planning concepts are conceptually and financially vetted to avoid any back -tracking regarding amenities (such as parks and plazas), scale, and density. We will explore innovative projects relative to this market, combining case studies with the market analysis performed in Task A; this integration will keep our master -planning efforts focused on realistic parameters. Innovative Case Studies: RRER and Bernese Lane will research examples of exciting projects across the nation to help expand our team's understanding of the best possible design approach. The market analysis in Task A will help provide context to identify projects that are analogous to our effort. This content will be developed for posting to the website. Three Broad Planning Concepts: ELS and UFS will be working together on three different approaches to land use planning, and the general organization of parcels, streets, and public spaces. The substantial scale of the project area as well as its adjacency to a diverse collection of land - uses and density will support the notion of distinctive community scaled districts within the site. We will make general assumptions of product type and configuration. In this task we will be asking questions such as: How can sub -districts positively relate to land uses and densities on neighboring parcels? How can the network of streets, parks and plazas improve connectivity for the larger neighborhood as well as on -site? How can amenities improve the value and return on development within the parcel? What is the investment balance? How flexible is the urban design plan in responding to fast -changing market conditions? Initial plans should push the envelope on development potential, balance and scale of public open spaces, parcel sizes, and degree of connectivity to the existing urban fabric. Following our initial pass at the three concepts, KMA will assess each concept from their perspective for cost and financial feasibility. This content will be developed for posting to the website. Economic Vitality Report: KMA will prepare a series of static pro -forma analyses to test the economic viability of development alternatives. The pro formas will model horizontal and vertical development costs, net operating income and supported private investment, potential land proceeds, and the need for public financing (if any). The pro -forma analysis assists in identifying development alternatives that best achieve the City's objectives while meeting the financial requirements of the private sector. This content will be developed for posting to the website. Landowner Engagement (1): Following the completion of the conceptual pro formas our team will meet with property ownership to share the three initial plans. We will use this opportunity to identify any problematic areas of the design that may require attention prior to the Town Hall. CAC Meetings (1): We will meet with the CAC to discuss three initial plans and findings from our specialty consultants. We will use the feedback from this meeting to refine and improve our approach to public engagement. Council Member and Planning Commission Meetings (1 each): We will present the three concepts to City Council and Planning Commission in two separate working sessions. Once we have collected their impressions, we will make any necessary refinements before presenting the schemes to the community. Consensus Through Education Video (1): ELS and UFS will produce a short video (approximately one 3-minute video or a series of three 1-minute videos) to be used for the purpose of documenting the design process, defining the fixed and flexible parameters of the project, and serving as a primer for discussion about the land use trade-offs. The video will cover basic mechanics of development, the different characteristics of the land use options, and explore the strengths and weaknesses of each. Synchronous Community Meeting #2: The second town hall will include a presentation of the three broad master plan options, using the video. Asynchronous Online Survey #2: The same video will be posted online, with an accompanying survey that parallels the Synchronous Community Meeting. These online activities may include a standard survey, discussion forums, word clouds, thought exchanges, and any tools that help to reflect the range of discussion. This survey will remain active for a month. 7 Task D: Master Plan Development of the Preferred Plan Based on feedback from the City Council, Community, City Staff and Property Ownership, the design team will finalize the overall framework of the site master plan. This plan will likely be a hybrid of characteristics as desired in the initial three concepts. The Master Plan will be posted to the website as a deliverable. The Preferred Plan will show: The Development Capacity of the Site, the amount of development by land use, using typical architectural prototypes Renderings to convey the character of the overall building massing to express scale of buildings, public streets, parks and plazas. (4 total) An illustrative district plan that establishes the connectivity within the site and to the surrounding context A Phasing Plan for the site illustrating near- and long-term build - out Conceptual plans for up to two feature public spaces (one residential oriented, one commercial) Updates to Economic Viability Report A 1-minute update to the Video to describe the Preferred Plan It is our assumption that traffic and infrastructure concepts will be based on data from the previous "At Dublin" project. If new infrastructure, or traffic design and analysis is required for this visioning effort, the City can utilize on -call consultants such as Kimley Horn to complete specific assignments related to these analysis'. These services are not included in this contract. Land Owner Meetings (2): Our team anticipates two meetings with property ownership to finalize the plan. The first meeting will occur mid -progress to allow input, followed by a second meeting to approve. CAC Meeting (1): Prior to presenting to Council and the Community Town Hall, we will run ideas by the CAC for feedback. City Council and Planning Commission Meetings (1 each): We will present the final plan with supporting exhibits and support of property ownership. Synchronous Community Meeting #3: This town hall will present summary findings of our community outreach, including reactions to the three concept plans and the architectural workshop. We will describe in detail the following: How the community's values have been incorporated into the project design How the project relates to and elevates the quality of neighboring developments and the larger neighborhood Placemaking and special features, focusing on key public spaces and streets as well as a sense of place Expectations and next steps for development Asynchronous Online Survey #3: A survey and video that parallels the information in the Synchronous Community Meeting will be posted to the project website for asynchronous responses using the platform most preferred by City staff and Consultant team. This survey may utilize forums, word clouds, thought exchanges, and any tools that help to reflect the range of discussion. Conceptual Rendering of Frieda Park for the 3rd Street project in Bloomington, IN, by ELS. 8 N M kx, Task E General Plan Study Recommendation Schedule Task E will begin after Task D and is expected to take 4 weeks, concluding before the end of 2021. Cost Task E will cost $10,000 to complete. • Task F Implementation Support Ochedule Task F includes On -Call services on a Time and Materials, not -to -exceed, as - needed basis. Budget $20,000 Task E: General Plan Study Recommendation A concise report will be prepared to recommend land use and development policy to amend the General Plan using the findings from the Preferred Plan. This recommendation will lay out guidance to City Staff on how to apply the findings from this effort to City Policy. Task F: Implementation Support Following the Public Engagement process, our team has the skill and the capacity to work with the landowners (as advisors) and with the City (as reviewers of development proposals) to ensure that the consensus -based Plan is adhered to. 9 3. Process and Schedule Ma. Task A Background Research Task B Task C Public Engagement Master Plan Framework Task D Preferred Plan Task E General Plan Study Recommendation Task F On -Call Implementation Support Meetings with Staff Attend ULI TAP Meetings with Staff Build Project Website Meetings with Staff Project Website Update Landowner Engagement Meeting #1 CAC Meeting #1 Meetings with Staff Project Website Update Landowner Engagement Meeting #2 Synchronous Community Meeting #1 Asynchronous Community Survey #1 CAC Meeting #2 Synchronous Community Meeting #2 Asynchronous Community Survey #2 City Council & Planning Commission Meetings #1 O Consensus Through Education Video Two Landowner Engagement Meetings #3 & #4 CAC Meeting #3 Synchronous Community Meeting #3 Asynchronous Community Survey #3 City Council & Planning Commission Meetings #2 City Council & Planning Commission Meetings #3 Meetings with Staff Meetings with Staff AUGUST 2021 OCTOBER 2021 JANUARY 2022 APRIL 2022 10 4. Personnel, Equipment and Facilities Prime Consultant ELS ARCHITECTURE & URBAN DESIGN Qualifications: Founded in 1967, ELS Architecture and Urban Design is a California C Corporation with 53 years of experience in the planning, design, and creation of great public places and catalyst projects, particularly for mixed -use and retail environments. We have offices in Berkeley, Sacramento and Los Angeles. We were included in Architect magazine's 2019 list of the top 50 U.S. firms for Business and Sustainability, and in Architectural Record's 2020 Top 300 Architecture Firms. Many ELS projects have focused on the redevelopment of aging downtowns and adjacent commercial strips for private and public clients. Our firm excels in the creation of master plans that bridge public and private interests, making our work attractive to both the community and private development. We augment our comprehensive and mixed -use master plans with our extensive experience in retail, entertainment, dining, hospitality, commercial office, and residential design. This infusion of practical knowledge allows us to craft plans for evocative public spaces that are supported by flexible, leasable, and feasible land -use strategies. Our portfolio illustrates our commitment to mixed -use planning that creates dense, active districts that become regional destinations and memorable centers for community activity. Many of our projects have spurred the revitalization of surrounding properties and districts. Responsibilities: ELS will serve as the Prime Consultant for the contract. In addition to urban design ELS will provide project management and serve as the primary contact for the City. ELS Headquarters in downtown Berkeley. Subconsultants URBAN FIELD STUDIO I PUBLIC OUTREACH LEAD, URBAN DESIGN Qualifications: Urban Field Studio is an urban design firm that specializes in development strategy and community outreach. Urban Field Studio has worked with local cities on Specific Plans, Objective Design Standards for Multi -Family Housing, and Visioning. We strive to facilitate a realistic process in defining potential development. We aim to lay the groundwork for activated places and a high quality public realm. Urban Field Studio has worked closely with the Cities of Milpitas, Albany, San Leandro, and with San Jose State University over the last year to develop a number of methods to deliver online engagement to continue the public process during the pandemic. Urban Field Studio has been experimenting with technology that can be used to facilitate the creative design process and communicating the development potential of neighborhoods on the verge of change. Urban Field Studio brings an understanding of mixed -use development, a California -specific understanding of housing, and an approach that puts equity and consensus at the forefront. Responsibilities: UFS will customize the community engagement approach drawing on extensive and innovative experience in online public engagement from an urban design lens. KEYSER MARSTON ASSOCIATES I MARKET ANALYSIS Qualifications: Founded in 1973, Keyser Marston Associates is a real estate advisory firm that has served over 700 clients on more than 2,000 projects, including some of the most high -profile public/private partnerships in California. As real estate advisors, KMA often collaborates with design professionals on the production of development strategies and adds value by assessing the market and financial factors that affect development potential. The firm has recently advised on downtown development sites in San Jose, Oakland, Redwood City, and Walnut Creek to name a few. In addition, KMA conducted the market study that informed the preparation of the Downtown Dublin Specific Plan and continues to work with the City on a range of assignments including evaluating the fiscal impacts of the proposed At Dublin mixed -use project and the proposed IKEA retail center. Responsibilities: KMA will provide an ability to test and tune our assumptions regarding the financial feasibility of our proposals. RETAIL REAL ESTATE RESOURCES I COMMERCIAL DEVELOPMENT Qualifications: With 30 years of experience, Retail Real Estate Resources is a privately -owned, specialty real estate development strategy consulting company. RRER focuses on retail and mix -use development, urban retail revitalization for Downtowns and older shopping centers, along with tenant representation, and property representation through our associated brokerage company, Metrovation Retail Resources. RRER has provided consulting services to many city agencies throughout the San Francisco Bay Area focusing on retail revitalization, zoning, and urban planning. RRER's skill at identifying and planning for the pitfalls of development is unparalleled and brings great value and benefits to clients. RRER is also deeply involved in pre -construction leasing, ground -up center master planning, merchandising and re -positioning shopping centers. RRER's founder has represented national anchor retail chains in the San Francisco Bay Area including Kohl's, Andronico's Markets, Safeway, SteinMart, Office Depot, Century Theatres, AMC Theatres, Wal-Mart and Costco. RRER has extensive experience in taking the lead role in the renovation of existing properties for future success. All redevelopment efforts stem from the leasing lens, so concepts, plans, and actions are based in reality, not wishful thinking. Responsibilities: RRER will provide insight to the rapidly changing commercial landscape, and local knowledge of what works and doesn't. BERNESE LANE PARTNERS I RESIDENTIAL DEVELOPMENT Qualifications: Robert Donnelly is Managing Member of Bernese Lane Partners, a privately held diversified real estate development company primarily engaged in the acquisition, entitlement, development, and disposition of residential and mixed use projects in and around the San Francisco Bay Area. Previously, Mr. Donnelly was Vice President of Land Acquisition at TRI Pointe Homes, a national publicly -traded homebuilding company, where he directed all aspects of the company's Northern California land acquisition and development efforts. During his six year tenure with TRI Pointe Homes, Mr. Donnelly acquired more than 2,300 residential lots/units in 28 communities, totaling over $380MM in land spend. Under his leadership, Mr. Donnelly grew the division from 31 deliveries in 2012 ($31.8MM gross revenue) to 439 deliveries in 2018 ($375MM gross revenue), which helped transition the company from a small, privately held start-up to a large highly respected merchant homebuilder. Responsibilities: Bernese Lane will assist in our discussions with private stakeholders and help the team understand the specific residential market conditions in Dublin. KIMLEY-HORN I TRAFFIC Qualifications: Kimley-Horn has been providing a wide variety of services for private development projects since its founding in 1967. Kimley-Horn has a long history working with the City of Dublin and associated developers for more than 20 years. Kimley-Horn staff prepared a specific plan and EIR for the downtown Dublin. The goal of the specific plan was to create a mixed -use district with high -density residential that takes advantage of nearby BART station and regional transit facilities. The EIR addressed a number of key issues including aesthetics, transportation, and public services. In particular, the City Council adopted a new policy endorsing a lower level of service (LOS) on roadways, and thereby encouraging higher urban density transit -oriented developments and a more pedestrian -friendly downtown. We have worked on a number of projects in and around the downtown area and are on City's on -call list which has been extended through 2021. Responsibilities: Kimley-Horn will help us understand traffic and related opportunities and constraints. 11 4. Personnel, Equipment and Facilities CITY OF DUBLIN • CITY OFFICIALS • PUBLIC STAKEHOLDERS • PRIVATE STAKEHOLDERS els architecture urban design RYAN CALL, AIA MASTER PLANNING LEAD, PRINCIPAL IN CHARGE MAIN CONTACT 1 LAUREN WYNVEEN, AIA PROJECT MANAGER DAVID MASENTEN. AIA, LEED AP BD+C: MIXED -USE DESIGN REVIEW 1 CHRIS JUNG, ASSOC. AIA, LEED AP BD+C: DESIGN DIRECTOR VERTICAL VISIONING 1 KELLY ELMORE, ASSOC. AIA, LEED AP BD+C: PRODUCTION AND GRAPHIC DESIGN URBAN FIELD JANE LIN, AIA PUBLIC OUTREACH LEAD URBAN DESIGN KEYSER MARSTON MARKET ANALYSIS RRER COMMERCIAL DEVELOPMENT PM coordinates schedules, production of content, integration of consultant content into presentations, and will assist Jane and Ryan in Urban Design David Masenten will be a Resource Principal for Mixed -Use Design Chris Jung will lead the architectural design of the buildings in the character renderings Kelly Elmore will assist Lauren and Ryan on graphics production and revit modeling for renderings BERNESE LANE PARTNERS RESIDENTIAL DEVELOPMENT KIMLEY-HORN TRAFFIC 12 + Appendix els» rcall@elsarch.com EDUCATION Bachelor of Architecture, Washington State University PROFESSIONAL REGISTRATION Registered Architect, California, #C-31102 AFFILIATIONS Member, ULI Technical Advisory Panel, Brentwood Board Member, Berkeley Downtown Business Association (DBA) Full Member, Urban Land Institute, Co -Author, Apgar Award winning article "New Suburbanism," and Author, "Creating Streets People Can Identify With" Urban Plan Instructor, Urban Land Institute Ryan CaII, AIA PRINCIPAL IN CHARGE/URBAN RETAIL STRATEGY LEAD Ryan directs ELS' Urban Design portfolio. Since joining ELS in 2001, Ryan has developed a particular expertise in master planning mixed -use urban communities, with a focus on vibrant retail districts and public spaces. His primary interest lies in the strategic aspects of the design process, and he has participated in many urban design and feasibility concept studies. His presentation expertise has proven key to the success of many ELS projects, especially during the critical public process and approvals phases. Ryan has been involved with the Mueller Aldrich Street District Master Plan since its inception, where he was a quick and dependable resource for Catellus' Austin team, covering the full spectrum of tasks from big picture conceptual thinking to data analysis and lease exhibits. He is working on the master plan for the transformation of the Hillsdale Shopping Center in San Mateo, taking advantage of the center's urban infill and transit friendly location and reinforcing its place as a retail and entertainment destination. Ryan volunteers extensively with several organizations, including Berkeley Design Advocates, Downtown Berkeley Association, and Urban Land Institute's Urban Plan Program. Ryan served on the ULI Technical Advisory Panel for Brentwood. He co -wrote and illustrated the S-17 Residential Open Space guidelines for the City of Oakland. In Berkeley, Ryan has volunteered with the Downtown Berkeley Association advocating for safer streets and more vibrant public spaces. Through his work with Berkeley Design Advocates, Ryan co -led two charettes for the revitalization of Telegraph Avenue. Ryan was the recipient of the 2014 Apgar award and regularly contributes articles to ULI. His most recent ULI article, "Creating Streets People Can Identify With," was published in November of 2017. RELEVANT EXPERIENCE Downtown Dublin Urban Design Plan I Dublin, CA • Project Elevate Retail Mixed -Use Master Plan I Elk Grove, CA • Mueller Aldrich Street District I Austin, TX • Austin Energy Office Headquarters I Austin, TX • NewPark Specific Plan I Newark, CA • Third Street Bloomington Mixed -Use Retail District I Bloomington, IN • Hillsdale Shopping Center Mixed -Use Master Plan I San Mateo, CA • Hillsdale Shopping Center North Block I San Mateo, CA • Stonestown Galleria Anchor Redevelopment I San Francisco, CA • University of Chicago 53rd Street District Mixed -Use Master Plan I Chicago, IL • Merced Hotel Expansion I Merced, CA • NOKIA Theatre L.A. LIVE I Los Angeles, CA • Telegraph Avenue Charette I Berkeley, CA • Sunnyvale Downtown Urban Design Plan I Sunnyvale, CA • Ward Village Shops I Honolulu, HI • Glendale Galleria I Glendale, CA • Fort Collins Midtown Commercial Redevelopment Study I Fort Collins, CO • Downtown Westminster Master Plan I Westminster, CO • Las Montanas Marketplace I Indio, CA • Eastridge Mall I San Jose, CA • Village of Merrick Park I Coral Galbes, FL • Downtown Summerlin Design Guidelines I Summerlin, NV dmasenten@elsarch.com EDUCATION Master in City Planning, Massachusetts Institute of Technology, 2004 Bachelor of Architecture, Rhode Island School of Design, 1998 PROFESSIONAL REGISTRATION Registered Architect, California, #C-29921 AFFILIATIONS Member, SPUR Member, USGBC Member, AIA David Masenten, AIA, LEED AP BD+C MIXED USE RESOURCE PRINCIPAL David directs ELS' Mixed -Use practice and has extensive experience designing large, multi- use projects that incorporate the best green practices. Projects include high-rise commercial and residential buildings, large-scale urban master planning and urban design, town planning, commercial tenant fit -out for national retailers, and corporate interiors for international companies. David has worked on numerous complex projects that involve lengthy and challenging approvals requiring political outreach and public sensitivity. He has also worked strategically with developers to create economic strategies for long-term planning scenarios. Prior to joining ELS, David worked for nine years on entitling complex mixed -use high-rise projects in San Francisco, as well as managing master planning and urban design projects in cities across China including Guangzhou, Zhuhai, and Shanghai. David managed the planning approvals process for the first LEED ND -Platinum (Stage 1) project in the world, the Emeryville Marketplace, and has helped lead the 15.5-square-mile Guangzhou South Axis Master Plan, a redesign of the city's southern center, which is currently under construction. RELEVANT EXPERIENCE • Downtown Dublin Urban Design Plan I Dublin, CA • Project Elevate Retail Mixed -Use Master Plan I Elk Grove, CA • Austin Energy Office Headquarters I Austin, TX • Fremont Bank Mixed -Use Residential Master Plan I Fremont, CA • Fremont Bank Office Headquarters I Fremont, CA • NewPark Specific Plan I Newark, CA • Third Street Bloomington Mixed -Use Retail District I Bloomington, IN • Stonestown Galleria I San Francisco, CA • AEG Mixed -Use and Entertainment District, Nashville Yards I Nashville, TN • Kitsap Mall Redevelopment I Silverdale, Washington • University of Chicago 53rd Street District Mixed -Use Master Plan I Chicago, IL • 505 Brannan (Pinterest HQ) I San Francisco, CA* • 350 Bush Office Tower I San Francisco, CA* • 1510 Webster Mixed -Use High -Rise Residential Tower I Oakland, CA* • Kismet Resort Master Plan I Cloverdale, CA* • Emeryville Marketplace LEED ND Platinum Mixed -Use Master Plan I Emeryville, CA* • 447 Battery Mixed -Use High -Rise Hotel and Residences I San Francisco, CA* • San Francisco State University Housing Master Plan I San Francisco, CA* • Hornblower Cruises Pier Projects I San Francisco, CA* • Expo 2020 Master Plan for the Governor of California I Mountain View, CA* • Masonic Auditorium Remodel I San Francisco, CA* • Pacifica Town Center Master Plan I Pacifica, CA • Guangzhou Central Axis Master Plan I Guangzhou, China* • Guangzhou TIT Mixed -Use Retail, Office, and Residential Center I Guangzhou, China* • Zhangjiagang Sustainable Master Plan I Zhangjiagang, China* • Yaohai Master Plan and Urban Park Concept I Hefei, China* • Zhuhai Lover's Road Urban Design and Master Plan I Zhuhai, China* • Yangpu Riverfront Urban Design I Shanghai, China* • Nansha Sustainable Regional Master Plan I Guangzhou, China* *Projects performed prior to joining ELS. els» Iwynveen@elsarch.com EDUCATION BArch with Highest Honors, UC Berkeley REGISTRATION Registered Architect, California, #C-36356 AFFILIATIONS TAP & Leadership Scholarship Application Evaluator, UC Berkeley Alumni Association, 2015-Present Habitat Restoration, HandsOn Bay Area, 2018-Present Home Tour Docent, AIA East Bay, 2013-Present Mentor, Fam 1st Architecture Summer Camp, 2019 Lauren Wynveen PROJECT MANAGER Since joining ELS in 2013, Lauren has worked on a variety of projects, including mixed -use planning and retail centers, and has experience in residential building design as well. Lauren strongly believes that good, thoughtful design can substantially improve the environment. Lauren was the design lead in the exploration of an expansion of the Austin Thinkery at Mueller. From the plan through 3D massing and images she helped the client understand and visualize both the opportunities and constraints in three dimensions. She continues to provide her creative talents in both conceptual and technical phases of a variety of projects. As a team member on the NewPark Mall redevelopment, Lauren aided in the preparation of documents and presentations, including presentation renderings, for all phases of design. Lauren also worked with the Downtown Summerlin team, focusing primarily on construction documents and detailing. RELEVANT EXPERIENCE • Downtown Dublin Urban Design Plan I Dublin, CA • NewPark Specific Plan I Newark, CA • Third Street Bloomington Mixed -Use Retail District I Bloomington, IN • Mueller Town Center I Austin, TX • Stanford Shopping Center I Palo Alto, CA • NewPark Mall I Newark, CA • Downtown Summerlin I Las Vegas, NV • Hillsdale Shopping Center I San Mateo, CA • Stonestown Galleria I San Francisco, CA • Kitsap Mall I Silverdale, WA • River Park Shopping Center I Fresno, CA • Woodlands Mall I Newark, CA • Fashion Outlets of Los Angeles Design Competition I Los Angeles, CA • Southland Mall Facade Concepts I Hayward, CA • University of Chicago Hyde Park Mixed -Use Master Plan I Chicago, IL • Stonestown Family YMCA Parking Improvements I San Francisco, CA • Mills College Lisser Hall Renovation I Oakland, CA • Annenberg Center I Rancho Palos Verdes, CA • Merced Emergency Center Operations Facility + 911 Dispatch I Merced, CA • Clovis Pet Adoption Center I Clovis, CA • Palm Springs Animal Care Facility I Palm Springs, CA • East Bay SPCA Parking Improvements I Oakland, CA • Saratoga Wildlife Rehabilitation Center I Saratoga, CA • Lau Houses I El Cerrito, CA • Simpatico Prefabricated Homes I Northern CA cjung@elsarch.com EDUCATION Bachelor of Architecture, UC Berkeley, 1990 AFFILIATIONS LEED Accredited Professional Associate Member, AIA Christopher Jung, Assoc. AIA, LEED AP DESIGN DIRECTOR FOR ARCHITECTURE Since joining ELS in 1992, Chris has worked on a variety of project types. His diverse portfolio features completed mixed use, retail, office, entertainment, community, educational, recreational and performing arts projects. Chris has delivered feasibility studies, programming, conceptual designs, design development, and production for facilities ranging from 20,000 to 150,000 sf. In his capacity as Design Director, Chris has lent his expertise to the Elk Grove Project Elevate Mixed -Use Master Plan, Downtown Dublin Urban Design Plan, and Austin Energy Office Headquarters, and to projects for the cities of Dublin, Oakland, Menlo Park, Santa Clara and Redwood City. Chris has also participated in several international design competitions, including for the Aalborg Aquatics Center in Denmark, the Pop Music Center in Taipei, and the Grand Egyptian Museum in Cairo. He is regularly invited to participate in architectural studio critiques for the College of Environmental Design at UC Berkeley and the Academy of Art University in San Francisco. RELEVANT EXPERIENCE Project Elevate Retail Mixed -Use Master Plan I Elk Grove, CA Stanford Shopping Center Renovation & Expansion I Palo Alto, CA Austin Energy Office Headquarters I Austin, TX NOKIA Theatre L.A. LIVE I Los Angeles, CA City of Redwood City Veterans Memorial Senior Center I Redwood City, CA East Oakland Sports Center I Oakland, CA Menlo Park Burgess Pool and Gymnasium I Menlo Park, CA Santa Clara International Swim & Community Recreation Center I Santa Clara, CA Waterman Community Recreation & Aquatic Center I San Bernardino, CA UC Berkeley Legends Aquatic Center I Berkeley, CA UC Berkeley Spieker Aquatic Center I Berkeley, CA UC Berkeley Hellman Tennis Center I Berkeley, CA UC Berkeley Indoor Practice Facility Planning Study I Berkeley, CA University of the Pacific Tennis Complex I Stockton, CA Stanford University Avery Aquatic Center I Palo Alto, CA Berkeley High School Student Union and Recreation Facility I Berkeley, CA Santa Clara Youth Soccer Park I Santa Clara, CA Blair Park Recreation Complex I Piedmont, CA els/ URBAN FIELD kelmore@elsarch.com EDUCATION B.Arch, University of Oregon AFFILIATIONS LEED BD+C Accredited Professional Associate Member, AIA Kelly Elmore, LEED AP BD+C, Assoc. AIA DESIGNER - GREEN LEADER Kelly joined ELS as a Designer shortly after graduating from the University of Oregon in 2016 and has worked on a variety of projects in sectors including retail, residential, mixed -use, office, and sports & recreation, and is an active member of the ELS Sustainability Committee and Design Tech Group. Environmentally conscious and artistically driven, Kelly supports senior staff by creating renderings, 3D models, inspiration boards, visual communication diagrams, and energy models. Kelly has worked on many project phases from design to completion and within the Design Tech Group she leads the energy modeling sector. RELEVANT PROJECTS Laney College Theater Renovation I Peralta Community College District, Oakland, CA Recreational Sports Facility Universal Locker Room I University of California, Berkeley Veterans Memorial Senior Center & Aquatic Center I City of Redwood City City Aquatic Center I City of Alameda Elk Grove Civic Aquatics Center I City of Elk Grove Redwood City Public Library Downtown Library Makerspace I Redwood City, CA Belmont Corporation Yard I City of Belmont Mental Health Services Offices ZNE Renovation I City of Berkeley VillaSport Athletic Club & Spa I San Bruno, CA Bayfair Center Redevelopment I San Leandro, CA Hillsdale Shopping Center I Hillsdale, CA Stonestown Galleria Redevelopment I San Francisco, CA NewPark Specific Plan I City of Newark Office Building I Austin, TX Headquarters I Fremont Bank Metreon I San Francisco, CA 595 Mariposa Street I San Francisco, CA* 535 Lorimer Street I Brooklyn, NY* Oregon BILDS Hope Loop I Eugene, OR* Schonfeld Residence I Mt. Kisco, NY* Cazneau Avenue Residence I Sausalito, CA* Santos Community Rec Center I Provedencia de los Santos, Costa Rica* *Project completed prior to ELS EDUCATION University of California, Berkeley Master of City Planning with Concentration in Land Use, 2005 University of California, Berkeley Master of Science in Architecture with Concentration in Building Science, 2005 University of California, Berkeley Bachelor of Arts in Architecture, 1999 CERTIFICATIONS Licensed Architect in California LEED AP - ND Leadership in Energy and Environmental Design Accredited Professional with a Specialty in Neighborhood Design ASSOCIATIONS Lecturer, UC Berkeley ED 201 Master of Urban Design Studio CP140 Urban Design and Placemaking National League of Cities and ULI, Rose Center for Public Leadership, Faculty Advisor to the City of Tucson ULI Associate Member AIA East Bay Member SPUR Member SCUP Member JANE LIN / FOUNDING PARTNER, AIA URBAN FIELD STUDIO Jane is a licensed architect and urban designer with twenty years of experience working with municipalities and agencies in the San Francisco Bay Area and beyond. Her work includes urban design for streetscape improvements, transit area planning, and revitalizing mixed -use districts. Jane is lecturer at UC Berkeley and teaches architecture to school aged students (K-12). It is important to Jane that large groups of non -designers become empowered with creative communication skills because they are the key to making our communities better. SELECT PROJECTS SPECIFIC PLANS Milpitas Metro Specific Plan, City of Milpitas Old Town Newark Specific Plan, City of Newark San Pablo Avenue Specific Plan, City of Albany Belmont Specific Plan, City of Belmont CA LAND USE STRATEGY Downtown Dublin Vision, City of Dublin Coliseum Development Study, City of Oakland CA Mission San Jose Commercial Strategy Study, City of Fremont PUBLIC OUTREACH AND EDUCATION San Jose State Campus Master Plan Santa Clara Downtown Community Vision, City of Santa Clara CA Santa Cruz Corridors Planning, City of Santa Cruz CA Delta Communities Vision, Delta Planning Commission DESIGN/ DEVELOPMENT STANDARDS AND GUIDELINES North Hollywood Station Guide for Development, Metro Joint Development CA Irvington BART Station Area Plan, City of Fremont and BART San Leandro Multi -Family Design Standards, City of San Leandro Greater Downtown Guide for Development, City of Anaheim CA PROFESSIONAL AWARDS Artist -In -Residence Educator with LEAP Arts in Education Eisner Prize in City Planning, UC Berkeley APA Award for the Belmont Village Specific Plan COMMUNITY ACTIVITIES ULI Urban Plan Juror, Facilitator, Curriculum Contributor, and Piedmont High School Champion ULI Technical Assistance Panelist for the City of Dublin Panel Discussion Organizer for the San Francisco Urban Film Fest Piedmont Unified School District Facilities Steering Committee Piedmont Arts Fund Chair Piedmont Makers Board Member www.urbanfieldstudio.com RETAIL REAL ESTATE RESOURCES CHRISTINE FIRSTENBERG Retail Real Estate Resources I Principal I Metrovation Brokerage Broker #00973135 925 381-8666 christine@cfirstenberg.com AFFILIATIONS Ms. Firstenberg has been active on Bay Area real estate councils, serving as Vice President and Board Member of the Contra Costa Council for 18 years, as well as a speaker at UC Berkeley's Haas School of Business, and Committee member and participant on the Urban Land Institute's Technical Assistance Panels. She has held a leadership role in the retail shopping center's industry association, The International Council of Shopping Centers (ICSC) for nearly 24 years, serving as the Government Affairs Chairman, Program Committee Chairman, Committee Member, Panel Speaker and founder and chairman of the Alliance/P3 Program in Northern California. PROFILE Christine Firstenberg is a senior level real estate specialist focusing on retail lease negotiations, retail and mix -use development/ redevelopment, urban retail revitalization, tenant representation, and property representation. EXPERIENCE Ms. Firstenberg's deep experience in California entitlement issues and land use analysis has led to successes throughout her development consulting and retail real estate brokerage career, as well as her leadership roles in industry organizations. Having sold over 3.2 million square feet of retail buildings; leased over 4.6 million square feet, and participated in the entitlement process for a multitude of shopping centers, Ms. Firstenberg has a distinct knowledge base from which to pull from. Christine's has experience in pre -construction leasing, ground -up development master planning, merchandising planning and retailer strategic expansion plans. Ms. Firstenberg is currently a Principal with Retail Real Estate Resources, a development consulting company and Partner at Metrovation Retail Brokerage. Previously (March, 2015 to March, 2018) she was Senior Vice President at JLL where she was the principal person to identify and secure a relationship with a major mall development company. Prior to that, (2002 to 2015) she was Partner/Managing Director and co-founder of Metrovation Brokerage, (which she founded with ICSC retail legend Merritt Sher in 2002), focusing on the development of strategic expansion plans for retail tenants interested in opening retail stores in the tight markets of the San Francisco Bay Area. Prior to that, (1993 - 2002) she spent 9 years at San Francisco -based Terranomics Retail Services, and six years at McMasters and Westland/TRI, always focused on retail real estate. In addition, Christine founded and served as the Northern California International Council of Shopping Centers (ICSC) Alliance/P3 chairman for the private sector, and she used her experience in ground up shopping center development in consulting to Cities and Counties regarding retail commercial corridors and downtowns. A representative list of clients: Kohl's Department Stores Target Stores Andronico's Markets • Crow Family Holdings Group • AMC Theatres Wal-Mart Office Depot Serra Center Holdings Safeway Stores Costco Longs Drugs/CVS Catellus Starwood Retail Partners Century Theatres BERNESE LANE PARTNERS• LLC ROBERT PATRICK DONNELLY 204 Hillside Avenue, Piedmont, CA 94611 • (925) 382-0300 • rpdonnelly8@gmail.com EXPERIENCE BERNESE LANE PARTNERS, LLC Piedmont, CA Managing Member January 2020 to Present Privately held diversified real estate development company primarily engaged in the acquisition, entitlement, development, and disposition of residential and mixed -use projects throughout northern California In addition to investing in and developing projects on its own accord, Bernese Lane Partners offers consulting and advisory services to both public and private sector clients with land acquisition or entitlement processing needs TRI POINTE HOMES, INC. (NYSE: TPH) San Ramon, CA Vice President of Land Acquisition December 2012 to December 2018 • Department leader responsible for the acquisition, entitlement, and management of the company's land pipeline for future development for the Northern California division of TRI Pointe Homes • Grew the division from 31 deliveries in 2012 ($31.8MM gross revenue) to 439 deliveries in 2018 ($375MM gross revenue), making Northern California one of the most profitable and fastest growing regions of TRI Pointe Homes during that time period • Acquired 2,334 lots/units in 24 transactions (28 "storefronts") totaling over $380MM in land spend • Managed annual acquisitions budget of $50MM to $80MM • Managed the entitlement process and secured governmental approvals for new projects before handing off to operations including the DeRose Property in Morgan Hill (65 homes), Parasol in Fremont (39 townhomes), and Green Valley in Fairfield (53 homes) • Experience and relationships in multiple jurisdictions including over 20 different Bay Area cities, numerous other special districts, and state and federal resource agencies TOLL BROTHERS, INC. (NYSE: TOL) San Ramon, CA Land Acquisition Manager September 2008 to December 2012 Responsibilities included guiding and rebuilding the Bay Area Division's land pipeline through and out of the 2008-2010 Great Recession Managed all aspects of land acquisitions from initial evaluation through close of escrow Assisted with the project management of legacy assets, including re -positioning, re -designing, and re - entitling projects to meet buyer demand in response to changes in the housing market Successfully acquired four (4) new projects when the housing recovery began in 2010, including Norris Canyon Annex in San Ramon (18 Lots), Diablo Estates in Clayton (24 lots), Toll Brothers at The Ridge in Brisbane (71 Lots), and The Reserve at Pleasanton (19 Lots) RICHMOND AMERICAN HOMES OF CALIFORNIA, INC. (NYSE: MDC) Pleasanton, CA Director of Land Acquisition November 2003 to September 2008 Responsibilities included land acquisition and disposition activities in the Bay Area, Sacramento, Central Valley, and Fresno regions for Richmond American Homes, a top ten national homebuilder and subsidiary of publicly traded M.D.C. Holdings, Inc., a Fortune 500 company Promoted from manager to director in June 2005 Successfully acquired over $50MM of "in -fill" property totaling 319 lots in the core SF Bay Area EDUCATION & ADDITIONAL UNIVERSITY OF CALIFORNIA AT BERKELEY Berkeley, CA BA, International & Area Studies; Minor, City & Regional Planning 1997 Memberships & Affiliations: Urban Land Institute (Associate Member), California Alumni Association, Charter Hill Society, (Life Member) DEBBIE KERN, Keyser Marston Associates, Inc. Debbie Kern is the Managing Principal in Keyser Marston Associates' Northern California office with over 30 years of experience in public/ private real estate consulting. Key Role Debbie brings years of experience and strong technical skills to develop analytical methodologies, efficiently evaluate public/private real estate development issues, and provide state -of -the art solutions. P3 and Public Benefits Debbie has evaluated the development economics of hundreds of proposed projects, representing a full spectrum of land uses, including: residential, office, hotel, retail, entertainment, industrial, and numerous mixed -use developments. The purpose of the evaluations is to determine the magnitude of public subsidy or development incentives that are needed to realize specific public benefits, such as the inclusion of non-profit arts space in a development, or affordable housing. Infrastructure and Public Facility Finance Debbie is a leader in the field of infrastructure finance. She has developed effective financing plans for new facilities triggered by a proposed real estate development, rehabilitation of existing structures, citywide capital improvement plans, and specific plans. Structures are often comprised of multiple funding sources, including: Enhanced Infrastructure Financing Districts (EIFDs), Community Facility Districts (CFDs), value-added entitlements, and new markets tax credits. Fiscal and Economic Impacts Debbie has evaluated the fiscal and economic impacts of a full -range of land uses, from residential to sports facilities. The analyses have been undertaken within the context of processing development entitlements for specific projects and formulating land use policies. Recent impact analyses include: Linkedln's campus in Mountain View; Brisbane Baylands; Vallco Town Center; and Apple's presence in Cupertino. Debbie has used the findings of the analysis to recommend incentive packages to attract and retain businesses, metering requirements to balance the impacts of different land uses, and CFD maintenance obligations or developer exactions to mitigate negative impacts. Professional Credentials Debbie holds a master's degree in economics from Columbia University and a bachelor's degree in economics from the University of California at Berkeley. She is a member of the Phi Beta Kappa honor society. Debbie is a member of CALED's Economic Development Finance and Real Estate Committee Debbie analyzed the financial feasibility of a new civic center and joint commercial development in downtown Windsor. Debbie evaluated the fiscal impacts and financing plan of the 189-acre project area. KEVIN FEENEY, Keyser Marston Associates, Inc. Kevin Feeney is a Principal in Keyser Marston Associates' Northern California office with ten years of experience in urban planning, public finance, and real estate analysis. Prior to rejoining KMA in 2018, Kevin worked as an economist for a global infrastructure firm. Key Role Kevin focuses on real estate feasibility and market analysis, fiscal and economic impact assessments, and infrastructure finance. Land Use Strategies Kevin is experienced working with cities and communities to define and achieve their economic development and land use objectives. His work in this area has involved demographic and market analysis, physical and land use assessments, as well as focus groups with business, community, and public agency stakeholders. Recent assignments include market demand analysis for the redevelopment of the 180-acre Sonoma Developmental Center and a development strategy for the Port of Redwood City's commercial area. Real Estate Feasibility & Public -Private Partnerships Kevin evaluates the market and financial feasibility of residential, commercial, and industrial projects to inform the structuring of development agreements, development incentives, and public benefits. His experience includes financial modeling of development alternatives based on local market conditions and the evaluation of developer proposals for publicly -owned sites. Infrastructure Finance Kevin assists local jurisdictions in the preparation of financing plans and funding strategies for community facilities and public infrastructure. He has also analyzed the leveraging capacity of specific tools such as Enhanced Infrastructure Financing Districts and Community Facilities Districts. Kevin's infrastructure finance experience includes community facilities adjacent to light rail stations in Calgary (Canada), economic development projects in Solano County, and multiphase development projects in Reno and Sacramento. Professional Credentials Kevin holds a Bachelor's degree from Harvard University, and a Master's degree in city planning from the Massachusetts Institute of Technology. !lam.0i.,�: pl , I1 Allpp ulghl h:• �"w • nu Kevin analyzed market demand for land uses within 36-acre Kevin evaluated economic viability and identified funding sources development. for public improvements. Kimley>>> Horn Kimley>>> Horn Mike Mowery, P.E. Project Manager Michael is a Team Leader in the Northern California offices of Kimley-Horn. Michael's experience in the fields of site development as well as transportation planning and design brings a well-rounded background to any project team. He is recognized in the area for his wide range of background including work from site development, TOD project design, entitlements, and transportation design and specific/area plans. For both public and private clients, Mike has been the point person of new development sites for office campuses, hospitality, retail, and residential projects. Through his work on more than 300 projects at the state, regional, and local level, Michael offers a balanced approach to each project to best serve all modes of motorists, cyclists, and pedestrians while creating a safe and comfortable environment to travel to and from their project destination. Relevant Exaerience • Downtown Dublin Mixed -Use Development, Dublin, CA • Ikea Retail Center, Dublin, CA • Dougherty Road Improvements (Sierra Lane to North City Limit), Dublin, CA • Newpark Specific Plan, Newark, CA • Stoneridge Shopping Mall Redevelopment, Pleasanton, CA • Broadway Plaza Redevelopment, Walnut Creek, CA • San Ramon City Center Transportation EIR Evaluation, San Ramon, CA • Stanford Shopping Mall Redevelopment, Palo Alto, CA • Hillsdale Shopping Center North Block Redevelopment, Menlo Park, CA • Blackhawk Plaza Civil Engineering Services, Danville, CA • Vallco Town Center Specific Plan, Cupertino, CA • San Antonio Shopping Center Area Precise Plan, Mountain View, CA • Los Gatos General Plan Update, Los Gatos, CA • Graton Rancheria Casino and Hotel EIS aka Graton Resort and Hotel EIS, Rohnert Park, CA • Facebook Menlo Gateway Mixed -Use Development, Menlo Park, CA • Bay Meadows Phase I and II Specific Plan and Amendment, San Mateo, CA • Moffett Towers Office Development, Sunnyvale, CA • 725 S Fair Oaks Avenue Hotel, Sunnyvale, CA • Albany Target Peer Review, Albany, CA • El Cerrito Plaza Mixed -Use SEIR Peer Review, Albany, CA • Empire Shopping Center Study, Antioch, CA • Rancho San Juan Mixed -Use DEIR Peer Review, Salinas, CA • University Village Mixed -Use Peer Review, Albany, CA Professional Credentials • Bachelor of Science, Civil Engineering, Colorado State University • Professional Engineer in California #C66353 • American Society of Civil Engineers (ASCE), Member • Institute of Transportation Engineers (ITE), Member • International Parking Institute (IPI), Associate Member • International Council of Shopping Centers (ICSC), member Ben Huie, P.E. Traffic Engineering Ben is a transportation engineer with more than 13 years of experience in safe routes to school projects, bicycle plans, intersection control evaluations, traffic impact studies, traffic signal design plans, freeway congestion performance monitoring, ramp metering plan development, speed surveys, and roadway design projects. Ben is a project manager with experience working with public and private sector clients. He has worked on projects with agencies throughout the Bay Area. Ben is skilled in the latest versions of Traffix, Synchro, Highway Capacity Software, FreQ, AutoCAD, and Microsoft Office. Professional Credentials • Bachelor of Science, Civil and Environmental Engineering, University of California, Berkeley • Professional Engineer in California #C76682 r<eIevuni CANenence • At Dublin Project EIR, Dublin, CA • At Dublin Traffic Signal, Dublin, CA • Dublin High School Review, Dublin, CA • Dublin Westin Hotel CEQA, Dublin, CA • Dublin Kaiser, Dublin, CA • Dublin Moller Ranch TIS, Dublin, CA • Dougherty Road Improvements, Dublin, CA • Blackhawk Plaza, Danville, CA • Broadway Plaza Redevelopment, Walnut Creek, CA • Downtown Napa Specific Plan, Napa, CA • Livermore Old Town TIA, Livermore, CA • MTC, Program for Arterial System Synchronization (PASS), Berkeley, CA • City Center Traffic Study, Sunnyvale, CA • Napa Civic Center, Napa, CA • San Leandro Technology Park, San Leandro, CA • Sequoia Gateway TIS, Visalia, CA • Lake Merritt BART, Oakland, CA • Newman Development, Vallejo, CA • Graton Casino, Rohnet Park, CA • Cal High Parking Study, San Ramon, CA • O'Connell Napa TIA, Napa, CA • Pittsburg Fire Station TIA, Pittsburg, CA • Richmond Traffic Safety, Richmond, CA • Menlo Gateway Traffic Planning, Menlo Park, CA • Bay Meadows, San Mateo, CA • Tracy Hills Specific Plan, Tracy, CA • Hills at Vallco, Cupertino, CA • Napa Trinitas Hotel TIA, Napa, CA • Onnie Christie TIA, Emeryville, CA • Tasman Drive Traffic Study, Santa Clara, CA 6. Cost Schedule Task Description/Outreach A. BACKGROUND RESEARCH A.1 Planning Doc Review (ELS, UFS) A.2 Urban Design Site Analysis (ELS, UFS) A.3 Land Use Market Analysis (KMA, RRER, BLP) 1 Landowner Meetings (#1) (Team) 1 Community Advisory Committee Meetings (#1) (Team) 1 City Council & 1 PC Meeting (#1) (Team) B. PUBLIC ENGAGEMENT B.1 Project Website Setup and Content and Maintenance (ELS, UFS) 1 Asynchronous Online Survey (#1) (ELS, UFS) 1 Snychronus Community Meeting (#1) (Team) Digital Outreach Tools (beyond zoom) C. LAND USE FRAMEWORK C.1 Innovative Development Case Studies (RRER, BLP) C.2 Three Broad Planning Concepts (ELS. UFS) C.3 Economic Viability Memo (KMA) 1 Landowner Meeting (#2) (ELS, UFS, KMA, RRER, BLP) 1 Community Advisory Committee Meeting (#2) (Team) 1 City Council & 1 PC Meeting (#2) (Team) 1 Synchronus Community Meeting (#2) (Team) 1 Asynchronous Online Survey (#2) (ELS. UFS) 1 Consensus Through Education Video (ELS. UFS) Cost ($) 70,000 10,000 10,000 15,000 10,000 10,000 15,000 37,000 15,000 10,000 12,000 15,000 114,500 10,000 25,000 7,500 10, 000 10,000 15,000 12,000 10,000 15,000 Task Description/Outreach D. PREFERRED PLAN D.1 Preferred Plan D.2 4 Character Renderings (ELS. UFS) D.3 Building Program Area Analysis (ELS) D.4 Economic Viability Memo update (KMA) 2 Landowner Meetings (#3 and #4) (ELS, UFS, KMA, RRER, BLP) 1 Community Advisory Committee Meeting (#3) (ELS, UFS, KMA, RRER) 1 City Council & 1 PC Meeting (#3) (Team) 1 Synchronous Community Meeting (#3) (Team) 1 Asynchronous Community Meeting (#4) (Team) E. GENERAL PLAN AMENDMENT STUDY SUMMARY REPORT A brief report for General Plan Amendment if needed (ELS, UFS) F. ON CALL IMPLEMENTATION SUPPORT Consultants to provide on -call services TBD on hourly basis NTE A-F. ALL TASKS AND MEETINGS + OUTREACH TOOLS Tasks A-F Cost ($) 133,000 33,000 25,000 5,000 4,000 19,000 10,000 15,000 12,000 10,000 10,000 20,000 399,500 General Notes: 1. Each task to be delivered in a digital presentation format to be posted to project website. 2. All Community Meetings and City Council Workshops to be recorded in Zoom and include digital presentations to be posted to project website. 3. Meetings for preparation, progress, coordination and project management are provided as needed per City's preference and built into fees. 4. Due to the dynamic nature of the work represented here, we may allocate funds not used in certain tasks to other tasks. 5. If meetings require in -person attendance at City Hall in Dublin, a cost of $550 per attendee will be in addition to the above fees. In -person attendance limited to groups of 12 people or less in a socially distanced setting. 17 6. Billing Rates ELS Architecture and Urban Design HOURLY BILLING RATES ($) BY CLASSIFICATION Principals Associate Principals Associates Professional Staff Technical/Support Staff 185.00-260.00 175.00-225.00 130.00-180.00 90.00-190.00 80.00-145.00 Rates are subject to revision on June 1, 2021 in accordance with cost of living adjustments. Individual billing rates and/or classifications may change during the year to reflect a change in status and/or merit salary adjustments. REIMBURSABLE EXPENSES Reimbursable expenses shall be billed at cost times 1.1 and shall include actual expenditures made in the interest of the project, in the following categories: 1. Outside consultants 2. Expense of transportation and living expenses in connection with out-of-town travel, as authorized by the Client (international flights shall be business class) 3. Long distance communications and facsimiles 4. Reproduction and photography 5. Postage, shipping, and delivery 6. Fees paid for securing approval of authorities having jurisdiction over the project 7. Professional renderings and models as requested by the Client MISCELLANEOUS PROVISIONS Invoices will be submitted monthly and are due upon receipt. Invoices more than 60 days overdue will be subject to a handling charge of 1.5 percent per month. If the Owner fails to make payment when due, the Architect may, at its option, upon seven days written notice to the Owner, suspend performance of services. Architect's services may be terminated by either party upon seven days' written notice. In the event of termination that is not the fault of the Architect, the Architect shall be compensated for services performed and expenses incurred prior to termination. The Drawings, Specifications, and other documents prepared by the Architect for this Project are instruments of the Architect's service for use solely with respect to this Project and, unless otherwise provided, the Architect shall be deemed the author of these documents and shall retain all common law, statutory, and other reserved rights, including the copyright. The Owner shall be permitted to retain copies, including reproducible copies, for the Architect's Drawings, Specifications, and other documents for information and reference in connection with the Owner's use and occupancy of the Project. The Architect's Drawings, Specifications, and other documents shall not be used by the Owner or others on other projects, for additions to this Project, or for completion of this Project by others, unless the Architect is adjudged to be in default under the Agreement, except by agreement in writing and with appropriate compensation to the Architect. If the Owner, or others through the Owner, request copies of electronic data files ("CAD Data") prepared by the Architect or its Consultants for the Project, the parties agree to execute the Architect's CAD Agreement prior to the transfer of such CAD Data. Unless otherwise provided, the Architect and its Consultants shall have no responsibility for the discovery, presences, handling, removal or disposal of, or exposure of persons to, hazardous materials in any form at the Project site, including but not limited to asbestos, asbestos products, polychlorinated biphenyl (PCB), or other toxic substances. Subconsultants HOURLY BILLING RATES ($) BY CLASSIFICATION URBAN FIELD STUDIO Principal in Charge KEYSER MARSTON ASSOCIATES Chairman, President, Managing Principals* Senior Principals* Principals* Managers* Senior Associates Associates Senior Analysts Analysts Technical Staff Administrative Staff 235.00 280.00 270.00 250.00 225.00 187.50 167.50 150.00 130.00 95.00 80.00 * Rates for individuals in these categories will be increased by 50% for time spent in court testimony. RETAIL REAL ESTATE RESOURCES Principal in Charge BERNESE LANE PARTNERS Principal in Charge KIMLEY-HORN Senior Professional II Senior Professional I Professional Senior Technical Support Analyst Technical Support Support Staff 285.00 225.00 275.00 - 310.00 210.00 - 285.00 170.00 - 210.00 130.00 - 200.00 125.00 - 170.00 100.00 - 140.00 95.00 - 115.00 18