HomeMy WebLinkAbout03-20-2012 ph2 land use circulatin elements updatecounci lj aGenc~a nepoRt Meeting Date
3-20-1 2
Item Number
$4.PH 2
C I T Y O F S A N L U I S O B I S P O
FROM :
Derek Johnson, Community Development Directo r
Prepared By :Kim Murry, Long Range Planning
SUBJECT :LAND USE AND CIRCULATION ELEMENTS UPDATE - STATUS AN D
INTRODUCTION OF CONSULTANT TEA M
RECOMMENDATION
Receive the update and provide comments as appropriate .
DISCUSSION
Backgroun d
The Council identified update of the Land Use and Circulation Elements as an important objectiv e
in the 2011-2013 Financial Plan and augmented grant funding secured through the Strategic Growt h
Council with $300,000 in General Funds for the consultant part of the work effort . With thi s
funding, the City was able to contract with a consultant team to assist the City in the update process .
Statu s
The contract has been executed with a planning consulting team lead by Matrix Design Grou p
paired with Mintier-Harnish . Lead team members will be introduced to the Council at the meeting .
The firms and their respective roles in the process are listed below :
Firm Area of Responsibilit y
Matrix/Mintier-Harnish Project Management, Element Development ,
Infrastructure Planning, Community Outreach ,
GIS, Graphics, Web Desig n
Rick Rust = Project Manage r
Larry Mintier = Project Directo r
Mike Hrapla= Infrastructur e
Flint Strategies Community Outreach
Kendall Flint
Oliveira Environmental/Sage Institute CEQA Complianc e
Jeff Oliveira / John Rickenbac h
Kittleson (formerly Dowling) Associates Mobility planning
Jim Damkowitc h
Applied Development Economics Fiscal/Financial/Demographics Analysi s
Doug Svensso n
UrbanGreen Sustainability Issue s
Jim Heid
The update project is in the program initiation stage (see attached Scope of Work) and as part of thi s
phase, the consultant team met with City staff in late February to discuss the work program and t o
fine-tune the project schedule . Other tasks associated with program initiation include the following :
• Review State law requirements and coordination with appropriate agencie s
•Discuss roles and responsibilities of consultant team, staff, and the task forc e
•Establish project status reporting tools to be used to report on progress and provide data fo r
required grant report s
•Confirm the schedule for community outreach and participation and timing of surve y
•Establish the update websit e
•Collect base data to be used in update proces s
This program initiation sets the stage for the upcoming work effort so that coordination an d
information exchange between the consultant and City staff can occur in a direct and efficient way .
Coordination and information exchange from the advisory bodies and Council throughout th e
update process should occur in the same manner it occurs with regular agenda items - through th e
staff liaison who will communicate with the consultant team, the task force, the advisory bodies ,
and Council .
While the consultant team has been gearing up to start the process, City staff has been working wit h
the Council to identify composition of the resident task force (termed the TF-LUCE) that wil l
participate in the process . Applications to serve on the task force were reviewed and th e
appointments made by the Council on March 13, 2012 .
The purpose of tonight's meeting is for Council to meet the consultant team and to receive a
preview of upcoming public engagement opportunities . All advisory bodies were provided notic e
and invited to attend .
Public Engagemen t
While the project is just getting started, several public outreach opportunities are coming up in th e
next two months :
1.Neighborhood Definition project — Now through April 6 t h
(http ://www .slocity .org/communitydevelopment/neighborhoods/mapping/app .html)
2.LUCE Web site launch — March 19 (Staff will provide site address in an agend a
correspondence prior to meeting )
3.City-wide survey — April (mailed and on-line )
4.Interviews with various interest groups and individuals— Apri l
5.TF-LUCE first meeting — March (TBD )
6.Public Workshop — May 16 th
Staff is working with the consultant team to ensure that notification of these opportunities i s
provided by multiple methods to reach as many members of the public as possible .
FISCAL IMPAC T
The update to the General Plan is funded in part by a Strategic Growth Council grant ($880,000 )
and in part by General Funds . Staff support and the consultant team costs were anticipated as par t
of the project budget .
ATTACHMEN T
Consultant Team Scope of Wor k
T\Council Agenda Reports\2012\2012-03-20\General Plan Update Kick-Off (Johnson-Murry)\E-CAR-LUCE .docx
City of San Luis Obisp o
Specification No . 91138
Exhibit A
SCOPE OF WORK AND PROJECT BUDGE T
Inside Exhibit A ...
A .1 Project Understanding A-1
A .2 Scope of Work A-3
TASK 1 PROGRAM INITIATION A-3
TASK 2 BACKGROUND REPORT A-1 0
TASK 3 C O M M U NIT Y VISION A-1 4
TASK 4 ALTERNATIVES REPORT A-1 6
TASK 5 POLICY DOCUMENT A-1 9
TASK 6 ENVIRONMENTAL REVIEW A-2 4
TASK 7 PUBLIC HEARINGS A-2 6
TASK 8 FINAL DOCUMENTS AND ADOPTION A-2 7
A .3 Schedule A-2 9
A .4 Assumptions Upon Which This Scope of Work and Budget are Based A-2 9
A .5 Project Budget A-3 1
A .1 Project Understandin g
The following statements are considered significant to the overall work effort described in this Scope of Work ,
and are incorporated into the design and understanding of the work to be accomplished under this contract .
FOCUS OF GENERAL PLAN UPDAT E
The focus of this Scope of Work (SOW) for a General Plan Update (Update) is the existing Land Use an d
Circulation Elements . For purposes of this Update, it is understood from the City that many parts of the existin g
Land Use and Circulation elements are appropriate for inclusion in the Update with minor or no changes, and tha t
a comprehensive revision of these elements is not assumed or expected . In addition, changes to land use s
associated with the Land Use Diagram are expected to be focused in specific areas of the City and planning are a
and do not involve a complete reassessment of the City as currently planned . As part of Phase 1, the City an d
Consultants will work together to identify those items from these existing Land Use and Circulation Elements that
will be maintained in the Update .
No other elements, or topics covered under other existing elements will be directly addressed under th e
community involvement component of this SOW .
Although this Update is designed as an update of the existing Land Use and Circulation Elements, minor change s
to other elements in the existing General Plan will be addressed as part of this SOW under the following thre e
circumstances :
■ The other elements of the existing General Plan will be reformatted to match the format used in th e
Update . Existing implementation programs will also be formatted to match the formatting of lik e
portions of the Update .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-1
PH2 - 4
City of San Luis Obisp o
Specification No . 91138
■Policy components (goals, policies, objectives) will be updated as needed in other elements to b e
consistent with the policy direction contained in the Update as part of the Land Use and Circulatio n
Elements .
■Policy components (goals, policies, objectives) will be updated as needed in other elements to provid e
appropriate mitigation (as determined through the Update's environmental impact report (EIR) and t o
include updated information generated as part of the Update program, such as incorporation of new nois e
contours in the Noise Element .
NEIGHBORHOOD FOCUS
The City Council adopted a Major City Goal as part of the 2011-2013 Financial Plan to address neighborhoo d
concerns related to property maintenance, parking, neighborhood traffic management, noise, and other nuisances .
The Consultants will look to incorporate policy components to support these efforts .
Relative to neighborhoods, City staff is currently designing a community engagement tool that will enabl e
community members to identify their neighborhood boundaries, assets, and needs . This interactive tool will b e
available at the start of the General Plan Update effort and input received from this effort will be used to infor m
the Update process . Ideally, a by-product outcome of the General Plan update process is definitions o f
neighborhood boundaries .
INCORPORATING EXISTING PLAN S
IN South Broad Street Corridor Plan .The City has been developing a plan to accommodate residentia l
infill and enhancement of a 132 acre area of the City currently zoned for commercial service uses . Th e
plan is 90percent complete as of January 2012 and the General Plan Update effort will address th e
environmental impacts associated with this plan (as prepared by the City). The Update's EIR will provid e
a programmatic assessment of the South Broad Street Corridor Plan, and if appropriate, will identif y
changes that should be made to the South Broad Street Corridor Plan to mitigate potential impacts . Th e
South Broad Street Corridor Plan will be incorporated into the Land Use and Circulation Elements a s
appropriate, including graphics, policies, goals, development standards and action items .
•Avila Ranch .An area identified in the existing Housing Element as having potential for residentia l
development has an applicant interested in developing a specific plan for the area that woul d
accommodate approximately 600 homes, 15 acres of business park, 15,000 square feet of neighborhood -
commercial space, and 30 acres of parks and open space . The Update process will include this area i n
visioning and alternatives development and will provide direction that can be used by the City to guid e
future specific plan development .
HEALTHY CITIES INITIATIVE S
The Consultants will incorporate healthy city concepts in the development of the Update as required by AB 1472 .
PEDESTRIAN CIRCULATION PLA N
The Update will include a Downtown Pedestrian Circulation Plan as part of the Update . Details on thi s
component are described in this Scope of Work and Exhibit B, Technical Scope of Work .
SAN LUIS OBISPO COUNCIL OF GOVERNMENTS (SLOCOG) REGIONAL BLUEPRIN T
Consistency with the Regional Blueprint and policies that guide development of a Sustainable Communitie s
Strategy will be considered by the Consultants in the development of the Update . Consistency will be a ke y
factor addressed as part of the Alternatives Report . Where consistency conflicts with recommendations by th e
TF-LUCE will be noted and alternatives identified .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-2
PH2 -5
City of San Luis Obisp o
Specification No . 9113 8
NIGHTLIFE PUBLIC SAFETY ASSESSMEN T
The Update will include policy and implementation programs designed to address the type, density, and capacit y
of various types of alcohol and late-night entertainment establishments that are desirable in the community . Thi s
component will be a factor addressed as part of the Alternatives Report .
AIRPORT ISSUE S
The Consultants will address the SLO County Regional Airport and associated safety zones and nois e
compatibility areas as part of the Update . Consistency with the County's Airport Land Use Plan will b e
addressed . The consultant shall integrate appropriate components Airport Compatible Open Space Plan into th e
Land Use and Circulation Elements .
A .2 Scope of Wor k
For each general task in the work program, we describe each subtask and summarize outreach efforts and majo r
work products . Initials in parenthesis following each task heading identify the firm(s) that will take a lead role fo r
that work ; however, Matrix Design Group (MDG) and Mintier Harnish (MH) will provide oversight on all tasks .
MH/MDG :
Mintier Harnish/Matrix Design Grou p
KA :
Kittelson & Associates, Inc . (formerly known as Dowling Associates )
ADE :
Applied Development Economic s
FL :
Flint Strategie s
UG :
Urban Gree n
OEC :
Oliveira Environmental Consulting (Team )
ALL :
All Consultant s
In this SOW, the word "Consultants" refers to members of the Consultant Team assembled for the project that ar e
assigned to each task . The term "General Plan Team" refers to the City staff and Consultants, collectively .
Please note that the tasks and subtasks identified in the SOW generally follow the scope of services included i n
the City's Request for Proposals (RFP) and the Smart Growth Council (SGC) grant awarded to the City of Sa n
Luis Obispo (City).
TASK 1 PROGRAM INITIATIO N
During this task the Consultants will work with City staff to lay the foundation for the Update, includin g
developing tools to be used throughout the Update, meetings with the Staff Steering Committee (SSC), the Tas k
Force for the Land Use and Circulation Elements Update(TF-LUCE), the Planning Commission, and Cit y
Council, and initiating the community outreach program .
TASK 1 .A INITIATE PROGRAM (CLIENT ONLY )
Per the RFP, this organizational task is to be completed by the City .
TASK 1 .B .1 GENERAL PLAN TEAM KICK-OFF MEETING (ALL )
At the start of the Update program, the Consultants will meet with City staff at a General Plan Team Kick-of f
meeting to review the City's objectives for each project component and to discuss key issues of integration an d
consistency with existing plans and programs . The Consultants assume that the Kick-off Meeting will last on e
day, include members of the SSC as needed, and focus on the overall project, including the following :
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-3
PH2 - 6
City of San Luis Obisp o
Specification No . 9113 8
■Discuss the work program in detail and identify key staff contacts .
■Review and confirm the project schedule and how it relates to the completion schedule for the SGC grant .
■Confirm the schedule for community outreach and participation, including branding, surveys, potentia l
workshop locations, notification mechanisms, responsibilities, protocol for e-mails, mail, meetin g
notifications, community groups, and contact database (also see Task I .F .1).
■Review common project "stumbling blocks" and ways to avoid or resolve them .
■Discuss information sources, including GIS and other data .
■Identify key community participants and residents and important community issues .
■Review State law requirements and City responsibilities for consultation and coordination wit h
appropriate agencies and organizations .
■Discuss composition and roles of the SSC and TF-LUCE .
■Review and discuss overall format and organization of the General Plan and other deliverables .
■Confirm the Planning Area boundary and identify the city's neighborhoods, districts, corridors, an d
centers .
■Determine typical City staff, SSC, TF-LUCE, and public review schedules for work products and th e
method by which comments will be received and incorporated into draft documents .
■Confirm the role of the Consultants in preparing technical studies, revising the General Plan an d
diagrams, and preparing the EIR .
■Establish project status reporting protocols that will be used to review and report on progress and provid e
data and information for the City's SGC grant reporting .
A summary of the General Plan Team Kick-off Meeting will be prepared and distributed by the Consultant to al l
General Plan Team members .
TASK 1 .B .2 CITY STAFF GENERAL PLAN EVALUATION (MH/MDG )
In developing the General Plan Update, a key first step will be the identification of existing General Pla n
components and policies that the City wants to maintain relatively unchanged as the General Plan Updat e
progresses . The Consultants recognize that City staff has intimate knowledge of and experience working with th e
existing General Plan . From staff input, the Consultants understand that this project is not intended to be a
complete revision to either the Land Use or Circulation Elements . The objectives of this update are to help refin e
the existing elements and to add missing components and concepts, address changes in State law, update th e
Elements to reflect current community needs, and provide changes in the rest of the General Plan as needed t o
maintain overall General Plan consistency .
The Consultants will work with City staff to evaluate the existing General Plan's strengths and weaknesses . Th e
Consultants will provide to the City a comprehensive evaluation checklist to assist staff in their review of th e
existing General Plan . The checklist will enable City staff to indicate for the General Plan its clarity ; linkages to
other plans ; progress in achieving desired outcomes ; and whether goals, objectives, policies, and programs shoul d
be carried forward, modified, or removed . The Consultants will provide clear advice to City staff on determinin g
what can be influenced or regulated by the General Plan ; what is subject to the legal authority of the City ; an d
what is appropriate to address through the General Plan .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-4PH2-7
City of San Luis Obispo
Specification No . 91138
TASK 1 .C .1 GENERAL PLAN TASK FORCE MEETING (MH/ MDG )
The Consultants and City staff will meet with the TF-LUCE to introduce the General Plan Team . The
Consultants will present an overview of the process and deliverables, the schedule, the TF-LUCE's role an d
responsibilities, and how the community will be engaged . The Consultants will also facilitate discussion to gathe r
input from the TF-LUCE concerning the most pressing issues they would like to see addressed by the Update .
TASK 1 .C .2 CITY COUNCIL STUDY SESSION (MH/ MDG )
The Consultants and City staff will facilitate a study session with the City Council . The Consultants recommen d
inviting members from the City's Planning Commission, advisory bodies (e .g ., Mass Transportation Commission ,
Bicycle Advisory Committee, Parks and Recreation Commission) and the TF-LUCE to attend the study sessio n
and learn about the Update .
At the Study Session the Consultants will present an overview of the process and deliverables, the schedule, th e
TF-LUCE's role and responsibilities, and how the community will be engaged . The Consultants will als o
facilitate a discussion with the Council to gather input on their objectives and desires for the Update .
TASK 1 .D/1 .E GIS DATABASE AND PROJECT BASE MAPS (MDG/MH )
The Consultants will work with City staff to define and format information for a Geographic Information System s
(GIS) database covering the Planning Area . If the City is lacking certain information, the Consultants will wor k
with City staff, the County, and other agencies and organizations to gather available data for the Planning Area .
The Consultants will work with City staff to define an appropriate set of data, formats, and metadata standard s
that will be used to support the Update . The Consultants will develop all GIS data and mapping for the Updat e
consistent with City protocols and data formats to ensure easy integration into the City's data system . Th e
Consultants will define and format maps for reports and display presentation, including establishing a unifor m
legend and title block for use on all maps prepared as part of the planning documents . During and at th e
conclusion of the Update, the Consultants will provide the City with the GIS maps and associated files develope d
during the Update process .
TASK 1 .F ORGANIZE THE COMMUNITY OUTREACH PROGRAM (FL )
The Consultants will work with City staff to organize the community outreach program that will be used t o
engage and involve the public and participants and residents in the Update process . The Consultants will also us e
the outreach program to inform individuals about different ways the Update can help improve their overall qualit y
of life . The strategies and products that we believe respond to the City's expectations for a robust and successfu l
community engagement program are included after the following list :
■General Plan Update Brandin g
■General Plan Update Websit e
■Driving Traffic to the Websit e
■Website Interaction and Feedback - MindMixe r
■General Plan Update Social Media Site s
■E-blast s
■Newsletter s
■Community Workshop s
■Pre-Workshop Publicity
■Translation Service s
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update Page A-5PH2-8
City of San Luis Ohisp o
Specification No. 9113 8
GENERAL PLAN UPDATE BRANDIN G
The Consultants will develop an overall brand and logo for the General Plan Update that will be used on al l
materials, the project website, and presentations . The Consultants will provide to the City up to three themati c
branding options to choose from . This City will have final approval of the overall branding theme .
GENERAL PLAN UPDATE WEBSIT E
The Consultants will create and host a General Plan Update website using the domain nam e
http ://www .slo2035 .com . The site will provide a link to the City's website and will include the followin g
information :
■Project information and overview and purpose of the General Plan Elements and EIR ,
■Listing of all meetings ,
■All presentations and materials produced for public meetings and workshops ,
■Fact sheets regarding the different phases of Update process ,
■All draft documents and other materials produced for the Update and the EIR ,
■Library with all relevant documents, an d
■Links to the Update's social media sites .
The Consultants will conduct regular updates of the information on the website (e .g ., meeting/workshop dates an d
locations). The Consultants will provide all draft and final documents in Adobe PDF format in conjunction wit h
an HTML page designed to provide access to the referenced PDF documents . At the conclusion of the Updat e
project, the Consultants will provide a copy of all documents linked on the Update's website to enable the City t o
archive and use this information . The Consultants will provide the City with a user name and password to enabl e
City staff to independently update the website as occasionally needed .
DRIVE TRAFFIC TO THE WEBSIT E
The Consultant will use an e-mail list comprised of the City's participants and residents list, participants i n
Update outreach events, and other addresses collected and these will be used to :
■Promote upcoming meetings and community input opportunities ,
■Announce new documents and reports ,
■Provide information regarding the Update process and deliverables ,
■Conduct topic-specific surveys, and
■Encourage participation in MindMixer activities .
WEBSITE INTERACTION AND FEEDBACK - MINDMIXE R
The Consultants will contract with MindMixer to create an interactive, online "Town Hall" that allows users t o
weigh in on a variety of topics of interest during key parts of the General Plan Update project . As Mindmixer is a
fee-based service under a monthly agreement, this service will be provided for up to six (6) months . When thi s
technology will be applied will be determined in consultation with the City, but a possible use would be as three ,
two-month periods . The first period would be during the initial phase of outreach to gauge opinions on variou s
topics including land use, parks, circulation, neighborhood preservation and proposed alternatives and identif y
community issues, opportunities, and expectations for the future . A second potential would be to apply it durin g
the Alternatives phase to gather input and preferences on the community's preferred future and features of th e
Exhibit A (rev 1/31/12)San Luis Obispo General Plan Update Page A-6PH2-9
City of San Luis Obisp o
Specification No. 9113 8
City they would like to see preserved, enhanced, or changed . A third potential would be during the public revie w
of the draft General Plan Update .
GENERAL PLAN UPDATE SOCIAL MEDI A
Today's successful outreach programs must include a social media component . Our team has a proven trac k
record in managing social media campaigns that deliver constructive results and minimize opportunities fo r
"hijacking" blogs . The trick is to keep it relevant, brief and simple – encourage participation by allowing peopl e
to comment on topics that are important to them, discourage antagonistic and/or inflammatory discourse .
The Consultants will promote meetings, issues and opportunities for engagement using at least two social medi a
channels : Facebook and Twitter . The Consultants will manage project pages and/or accounts on these sites an d
use them to post regular messages and project updates to generate dialogue about the project .
E-BLASTS
The Consultants will design a unique e-Blast (i .e ., email brief) template for the Update . Using the template, th e
Consultants will issue regular e-Blasts updates to keep residents and participants and residents current on th e
process, maintain interest in draft documents, and create a greater support-base . E-Blasts will be used to promot e
upcoming meetings, provide updates on new content on the website and social networking sites, solicit feedbac k
on draft documents, and encourage participation in the process . An e-mail address for the General Plan Updat e
will be provided, and appropriate City staff will be copied on all e-mail received at this address .
NEWSLETTER S
The Consultants will prepare four (4) newsletters (described elsewhere in this Scope of Work) over the course o f
the Update . The Newsletters will summarize milestone documents and generate excitement and interest in th e
process and upcoming workshops and meetings . Some newsletters may also provide community members wit h
an opportunity to provide feedback on a given Phase topic (e .g ., newsletter survey). In order to maximize publi c
input while conserving the City's fiscal resources, each newsletter will be distributed electronically and on th e
project website . The Consultants will provide 250 copies of each newsletter for placement at City Hall, worksho p
locations, and libraries . The Consultants will provide a PDF version of all newsletters should the City wish t o
print additional copies . Newsletters will be posted on the Update's website .
COMMUNITY WORKSHOP S
For all workshops (identified under specific tasks in this SOW), the Consultants will prepare agendas, appropriat e
educational / exercise materials, and refreshments . Following each workshop, we will prepare a worksho p
summary for distribution and posting on the General Plan Update website .
PRE-WORKSHOP PUBLICIT Y
The Consultants will conduct pre-workshop publicity efforts to provide an overview of the overall plannin g
process, notify the community of key milestones in the General Plan Update, promote upcoming workshops an d
drive traffic to the website to encourage active participation by the public . The Consultants will perform th e
following efforts leading up to each community workshop :
■Media Relations . The Consultants prepare for City distribution, news releases promoting General Pla n
Update process, milestones, and workshops and editorial boards to educate journalists about the plannin g
process . The Consultants will prepare for City distribution to the following media outlets :
o Television/Cable (KSBY, KCOY, KEYT, Charter )
o Radio (KVEC, KYNS, KSLY, KCBX etc .)
o Local television and radio talk show s
o Newspapers/Magazines (Tribune, New Times, Journal Plus, Mustang )
o Online (Topix, SLOLink )
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-7
PH2 - 10
City of San Luis Obisp o
Specification No . 9113 8
o Spanish Language (KPMR-TV Univision, KLUN Radio, KLMM Radio )
o City Administration (for City's posting to City's splash page )
■E-Blasts to Email Databas e
■Newsletters . Consultants, in coordination with City staff, will provide notification to organizations tha t
provide members newsletters and request they include information on General Plan Update events .
■Partnerships with Local Schools . Consultants, in coordination with City staff, will work with loca l
schools to promote community workshops held for the Update through programs encouraging yout h
participation projects and outreach to Cal Poly and Cuesta College .
■Farmer's Markets (2 weeks )
o The Consultants, in coordination with City Staff, will attend the market and provid e
information about the General Plan Element Update, opportunities for one-on-one intercep t
interviews and promotion of upcoming meetings and engagement opportunities .
■As part of each workshop event, Consultants, in coordination with City Staff, will make presentations t o
eight (8) community organizations . To provide broader outreach, the eight selected for each presentatio n
will rotate through a list of potential organizations maintained during the Update . This list will include ,
but will not be limited to :
o San Luis Obispo Chamber of Commerc e
o San Luis Obispo Downtown Associatio n
o Rotary, Kiwanis, Lions and other service club s
o Parent Teacher Association s
o Mission San Luis Obisp o
o San Luis Obispo Bicycle Clu b
o San Luis Obispo Newcomers Clu b
o America Association of University Wome n
San Luis Obisp o
o Central Coast Commission for Senior Citizen s
o Economic Vitality Corporatio n
o Gay and Lesbian Alliance of the Central Coas t
o Latino Outreach Counci l
■Public Service Announcements (PSA )
o The Consultants will produce PSAs encouraging participation via workshops or the web .
o PSA will be shown prior to every movie on all 11 screens at the Freemont and Downtow n
Centre Cinemas to promote key events in the Update . These PSAs will be used for a total o f
12 weeks, with ads running in one to two week blocks to provide public information throughou t
the Update process .
o We will provide digital copies of the PSAs to local broadcast, radio and cable channels and tr y
to secure free placement . We have been successful in this effort in previous outreac h
campaigns .
o Digital copies of all PSA will be provided to the City for posting on the City's Channel 20 .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-8
PH2-11
City of San Luis Obispo
Specification No . 9113 8
TRANSLATION SERVICES
The Consultants will work with local community groups and organizations to provide written Spanish languag e
translation services for two (2) newsletters and workshop notices .
■Newsletter Number 1 (50 hard copies and Electronic Version )
■Community Workshop Notice s
■Newsletter Number 4 (50 hard copies and electronic version )
The outreach program includes presentations to the Latino Outreach Council . The Consultants will work closel y
with their membership and local faith based organizations to ensure active participation and awareness of th e
Update in the Hispanic community .
TASK 1 .G NEWSLETTER #1 : GENERAL PLAN UPDATE OVERVIEW (FL/MDG )
The Consultants, with City staff input and review, will prepare a newsletter that describes what a general plan is ,
how and why it is being updated, the project schedule, and how the public can participate in the General Plan
Update and Community Workshop #1 . The newsletter will also include a list of key questions and consideration s
for community members to "prime" them for the types of input we will ask for during Workshop #1 (e .g ., issue s
and opportunities, unique aspects of San Luis Obispo, neighborhood / district boundaries).
TASK 1 .H COMMUNITY WORKSHOP #1 : UPDATE PROGRAM KICK-OFF (FL/MH/MDG )
The Consultants and City staff will facilitate a three-part community workshop with the public . The first part o f
the workshop will include a presentation by the Consultants that provides an overview of what a general plan is ,
how and why the Elements are being updated, the project schedule, and how the public can participate . Th e
Consultant will answer workshop participant questions and take input on the Update process .
During the second part of the workshop, the Consultants will present key preliminary planning issues that will b e
addressed during Update . The Consultants will summarize the City's past and current planning efforts and wil l
provide an overview of current and emerging planning concepts and refinements that will shape new policy an d
regulations for San Luis Obispo (e .g ., smart growth, climate change, sustainability). During this part of th e
workshop the Consultants will also solicit input concerning the key issues and opportunities that the worksho p
attendees believe should be addressed during the Update .
From the issues and opportunities discussion, workshop participants will segue to the third part of the workshop ,
in which the Consultants will work with smaller groups to answer questions such as : What is unique about San
Luis Obispo that is not found anywhere else? We will work with participants to define a list of places they like t o
take out-of-town visitors, places they consider "public-places" (i .e ., places people gather), and natural or
manmade features that make the community unique .
The Consultants will provide maps showing neighborhood and district boundaries and ask participants to confir m
or adjust the boundaries based on their understanding and perception of San Luis Obispo . Depending on the
timing and availability, the Consultants will rely on the results of the City's current neighborhood mappin g
project to support this exercise . The Consultants assume that the boundaries confirmed through this workshop an d
the City's mapping project will be used throughout the Update process to organize data, report information ,
identify constraints and opportunities, compare choices, and develop policy objectives .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-9
PH2 - 12
City of San Luis Obisp o
Specification No . 9113 8
Task 1 : Meeting and Outreach Summar y
■City Staff/Consultant (General Plan Team) Kick-off Meeting (Task 1 .B )
■General Plan Task Force Meeting (Task 1 .C .1 )
■City Council Study Session (Task 1 .C .2 )
■Community Workshop #1 : Update Program Kick-off (Task 1 .H )
Task 1 : Deliverables
■General Plan Team Kick-off Meeting Summary (Task 1 .B )
■GIS Database and Project Base Maps (Tasks 1 .D)
■General Plan Update Brand (Task 1 .F )
■Project Website (Task 1 .F)
■Social Networking Sites (Task 1 .F )
■Newsletter #1 : Update Process and Overview (Task I .G )
■Workshop #1 Materials and Summary (Task 1 .H )
TASK 2 BACKGROUND REPOR T
During this task the Consultants will compile information on existing conditions within the city and Plannin g
Area organized by the topics to be covered in the General Plan Update . The Background Report will focus o n
identifying and evaluating existing conditions and identifying key issues and opportunities . The Backgroun d
Report will also be used as the setting section of the EIR documentation .
It should be noted that we have included a comprehensive list of topics to include the Background Report, despit e
the focus of this Update being the Land Use and Circulation Elements . There are two main reasons for this . First,
as described in our approach and above, the Background Report will also provide the existing setting informatio n
for the EIR . Second, land use and transportation are broad topics that are influenced and impacted by other topi c
areas . By conducting this level of research at the beginning of the process we can help ensure that all the critica l
issues facing the City are identified early and addressed throughout the process .
Also during this task, while the Background Report is being prepared and refined, the Consultants will identif y
and engage student interns from Cal Poly San Luis Obispo, administer the community survey, review and collec t
circulation data, and conduct community outreach .
TASK 2 .A IDENTIFY AND ENLIST INTERNS (MDG/MH, KA, FL )
The Consultants will partner with Cal Poly to identify college students to enlist as General Plan Update interns .
Students will be engaged in two key aspects of the Update .
■Community Outreach .The Consultants will work with Central Coast PRspectives (CCPR), an on -
campus, student-managed public relations firm founded in 2005 by students in Cal Poly's Journalis m
Department . CCPR provides students with the opportunity to gain practical, hands-on public relation s
experience in a supportive educational environment . As part of this program, these students will be
engaged in all aspects of community outreach, from preparing workshop materials to working a t
information booths at public events .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-1 0
PH2 - 13
City of San Luis Obispo
Specification No . 91138
Planning and Circulation Support .The Consultants will work with students from Cal Poly's City and Regiona l
Planning Department to provide assistance in gathering data and information for the Background Report (Tas k
2 .B) and carrying out focused outreach efforts . The Consultants will also work closely with students on th e
development of the Downtown Pedestrian Circulation Plan . The Consultants will manage and interact directl y
with the students to provide a "hands-on" learning environment. At the same time the Consultants will work with
City staff to review the accuracy of the information collected by the students .
TASK 2 .B ADMINISTRATIVE DRAFT BACKGROUND REPORT (ALL )
The Consultants will prepare and submit to City staff for review and comment an Administrative Draf t
Background Report on the range of land use, Circulation, environmental, and economic conditions currently
affecting the City .
As part of the effort to compile existing conditions information, the Consultants review existing and draf t
documents (e .g ., existing General Plan elements, specific plans, special studies, EIRs) and contact appropriat e
agencies and organizations . The Consultants will integrate pertinent maps, graphics, and photographs into th e
report .
The Consultants will organize each topic area of the report as follows :
■Introduction
■Key term s
■Regulatory setting outlining key Federal, State, and local regulations and policies that are pertinent to th e
topic .
■A summary of existing conditions and settin g
■A brief description of key constraints and opportunitie s
■References (i .e ., document citations, websites, and personal communications )
To support technical components of the Update, details on the following topic areas / sections of the Backgroun d
Report are included in Exhibit B :
■Introductio n
■Land Us e
■Circulatio n
■Urban Design and For m
■Demographic, Economic, and Fiscal Condition s
■Housin g
■Public Facilities and Service s
■Natural Resource s
■Recreation Resource s
■Health and Safet y
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update Page A-1 1
PH2 - 14
City of San Luis Obisp o
Specification No . 9113 8
TASK 2 .0 COMMUNITY SURVEY (FL )
The Consultants will prepare a written community survey based on the questions included in the 1988 Survey t o
gauge residents' opinions and priorities regarding the future development of San Luis Obispo . Section A .4 ,
"Assumptions Upon Which This Scope of Work and Budget are Based" defines the parameters of this survey a s
reflected in the Update's budget .
DATA COLLECTIO N
The Consultants will prepare a written community survey and print for distribution . The City will distribute th e
survey as part of a regularly scheduled utility bill . The City will also identify and provide mailing addresses, in a
usable, electronic format, for households in the planning area that do not receive utility bills . The Consultants
will mail surveys to this addresses .
All survey forms will be accompanied by a pre-paid and addressed envelope to provide the survey back to th e
Consultants . The Consultants will also set up an online survey form, and all mailers will offer respondents t o
option of completing the survey online instead of mailing back a response .
DATA PROCESSING ANDANALYSIS FOR THE WRITTEN SURVE Y
For the written survey, the Consultants will check all data for accuracy and completeness prior to conducting an y
statistical analysis . As this is a written survey distributed to a broad population, those responding cannot b e
statistically controlled . Therefore, the responses will be assessed for standard statistical measures appropriate fo r
characterizing the response received . We will also code any verbatim, qualitative responses into categories t o
enhance the analysis and allow for comparisons to previous survey efforts, including the survey that wa s
developed in 1988 .
TASK 2 .D PARTICIPANTS AND RESIDENTS INTERVIEWS (FL/MH/MDG/UG )
NOTE : Task 2 .D will be completed in a timeframe concurrent with Tasks 1 A -IC to obtain and benefit from th e
information early in the process .
The Consultants will conduct up to 25 face-to-face interviews over a three day period with department heads, Cit y
Council members, Planning Commissioners, and key business and community leaders to gain a clea r
understanding of the issues and expectations for the General Plan Update . The City will identify the individual s
or small groups to be interviewed . Following the interviews, the Consultants will prepare and submit a
Participants and Residents Interview Summary memorandum of interview results that will identify genera l
themes, issues, and ideas without attribution to individual interviewees . The memorandum will be provided t o
City staff for review and distribution .
TASK 2 .E TRANSPORTATION MODEL MODIFICATION (KA )
The City will provide the Consultants with all of the files that comprise the current City of San Luis Obispo trave l
demand model (TransCAD software platform). The Consultants will review the model to understand its design ,
assumptions, and construction . The Consultants assume that the model is sound and appropriate for use i n
modeling changes associated with the General Plan Update and will use and rely upon this model in all circulatio n
modeling conducted as part of this contract . The Consultants will not independently validate of re-calibrate th e
base year model . Proposed modifications to the City of San Luis Obispo travel demand model will be considere d
germane to this study only and should not be construed as an update to the City model itself .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-1 2
PH2 - 15
City of San Luis Obispo
Specification No . 91138
Details on the technical approach to be taken on the following topic areas are included in Exhibit B :
■Data Inputs
■Base Year Land Use Assumption s
■External Growth Assumption s
■Road Network Assumption s
■Structural Adjustments and Network Loading
■Mode Choic e
■Smart Growth Sensitivit y
TASK 2 .F .1 ADMINISTRATIVE DRAFT BACKGROUND REPORT STAFF STEERING COMMITTEE MEETING (MH /
MDG/KA/OEC )
The Consultant will meet with the SSC to review and discuss the Administrative Draft Background Report .
TASK 2 .F .2 PUBLIC REVIEW DRAFT BACKGROUND REPORT (ALL )
Following review by the SSC, the Consultants will revise the Administrative Draft Background Report an d
prepare a Public Review Draft Background Report for distribution .
TASK 2 .G NEWSLETTER #2 : BACKGROUND REPORT OVERVIEW / ISSUES AND OPPORTUNTIES PREVIEW (FL )
The Consultants, with City staff input and review, will prepare a newsletter that summarizes the major finding s
from the Background Report, written survey, key issues and opportunities, and development constraints mapping .
The newsletter will encourage the public to attend Community Workshop #2 and include a list of key question s
and considerations from community members to prepare them for the types of input we will ask for durin g
Workshop #2 (e .g ., key issues and opportunities facing the community).
TASK 2 .H COMMUNITY WORKSHOP #2 : ISSUES AND OPPORTUNITIES (FL/MH/MDG )
The Consultants and City staff will facilitate a community workshop to educate attendees about the key plannin g
issues in the Update and gather input on challenges facing community members and opportunities they see in th e
city. The workshop will consist of two parts . During the first part, the Consultants will present the City's past an d
current planning efforts . The Consultants will also provide an overview of current and emerging plannin g
concepts and refinements that will shape new policy and regulations for San Luis Obispo (e .g ., form based cod e
provisions, smart growth, climate change, sustainability).
During the second part of the workshop, the Consultants will lead an interactive exercise to engage communit y
members in a discussion about issues and opportunities facing San Luis Obispo's residents, businesses, an d
others . The discussion will focus on what the community feels are its strengths, weaknesses, opportunities, an d
threats .
Following the workshop, the Consultants will prepare a Community Workshop #2 memorandum that summarize s
the community input .
TASK 2 .1 ISSUES AND OPPORTUNITIES SUMMARY (MDG/MH )
The Consultants will summarize the key issues and opportunities based on the findings in the Draft Backgroun d
Report, input from community workshops, participants and residents interviews, the written survey, and Cit y
Council study session . The Consultants will identify the issues and opportunities by general topic area (i .e . lan d
use, circulation, etc .) and also by five special focus areas, including :
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-1 3
PH2 -16
City of San Luis Obisp o
Specification No . 91138
■Community Health and Sustainabilit y
■Infill and Intensification Opportunitie s
■Community Circulatio n
■Sphere of Influence Areas, an d
■Special Design Areas .
The Consultants will prepare a brief memorandum, written as a potential chapter to be inserted into th e
Background Report and/or General Plan, to summarize the issues and opportunities . The Consultants will includ e
in the memorandum summary text, highly graphical maps, and images to illustrate the issues facing San Lui s
Obispo and the opportunities on which the City can capitalize .
Task 2 : Meeting and Outreach Summar y
■Participants and Residents Interviews (Task 2 .D)
■Community Workshop #2 : Issues and Opportunities (Task 2 .G)
Task 2 : Deliverable s
■Administrative Draft Background Report (Task 2 .B .2 )
■Participants and Residents Interview Summary memorandum (Task 2 .D )
■Public Review Draft Background Report (Task 2 .F)
■Newsletter #2 : Background Report Overview / Issues and Opportunities Preview (Task 2 .G)
■Community Workshop #2 Summary (Task 2 .H )
■Issues and Opportunities Summary (Task 2 .I )
TASK 3 COMMUNITY VISIO N
During this phase, the Consultants will work with the City staff, the community, TF-LUCE, Plannin g
Commission, and City Council to formulate a vision for the future of San Luis Obispo that is embraced by th e
community . This vision will largely be based on the existing approach to land use and resource management wit h
slight adjustments to reflect opportunities for infill development, modal transportation improvements, resourc e
protection, and community wellness .
TASK 3 .B .1 NEWSLETTER #3 : COMMUNITY VISION OVERVIEW / WORKSHOP INVITATION (FL/MDG/MH )
The Consultants, with City staff input and review, will prepare a newsletter that provides the foundation for th e
development of a community vision at the upcoming community workshop . The Consultants will encourage th e
public, through the newsletter, to provide feedback via the website, letters, attendance at meetings and/or othe r
means based on personal preference .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-1 4
PH2 - 17
City of San Luis Obispo
Specification No . 91138
TASK 3 .13 .2 COMMUNITY WORKSHOP #3 : COMMUNITY VISION (FL/MH/MDG )
The Consultants and City staff will facilitate a community workshop to gather input on what the communit y
would like its future to resemble (i .e ., vision) with the constraints of the scope of work and grant funding . Th e
workshop will consist of two parts . During the first part the Consultants will describe what a vision is and how i t
will be used in subsequent phases of the project (e .g ., development of alternatives, setting policy direction).
During the second part of the workshop, the Consultants will lead an interactive exercise to engage communit y
members in a discussion about their vision for the future of San Luis Obispo and surrounding areas . Th e
Consultants will focus discussion on the aspects of San Luis Obispo that the community enjoys the most, change s
that the community would like to see in the future, and what has potential to move the community forward or hol d
it back .
As part of the visioning exercise, the Consultants will conduct a community image survey, using interactiv e
"clicker" technology, to identify positive and negative community features . The Consultants will use the imag e
survey to help workshop participants to better understand what community places, features, and characteristics ar e
most valued, and to consider circulation alternatives and features . The Consultant will ask workshop participant s
to informally rank the relative importance of the various issues, opportunities and visions that are discussed at th e
meeting . This exercise will cover components of both land use and circulation and gain community input on th e
tradeoffs between choices for each .
The Consultants will prepare a Community Workshop #3 memorandum that summarizes the community inpu t
and provided at the workshop .
TASK 3 .C .1 ADVISORY BODY MEETINGS (CITY OF SAN LUIS OBISPO )
The City will conduct one meeting with each of the following advisory bodies to present and discuss the Issue s
and Opportunities Summary memorandum and solicit feedback regarding the memorandum and the community's
vision for the future :
■Mass Transportation Commissio n
■Bicycle Advisory Committe e
■Parks and Recreation Commissio n
Feedback from these meetings will be provided to the Consultants in an electronic format that can be used in th e
development of the General Plan Update .
TASK 3 .C.2 LUCE TASK FORCE MEETING (MDG/ MH )
The Consultants and City staff will meet with the TF-LUCE to present and discuss the Issues and Opportunitie s
Summary memorandum and Community Workshops #2 and #3 Summaries . The Consultants will solicit feedbac k
from the TF-LUCE members regarding the memoranda and the community's vision for the future .
TASK 3 .C .3 PLANNING COMMISSION STUDY SESSION (MH/MDG )
The Consultants and City staff will attend a study session with the Planning Commission to present and discus s
the Issues and Opportunities Summary memorandum and Community Workshops #2 and #3 Summaries . The
Consultants will solicit feedback from the Planning Commission regarding the memoranda and the community's
vision for the future .
Following this study session, City staff will brief the City Council on the outcome and solicit any refinement tha t
is necessary . This information will be provided back the Consultants in order to finalize the vision statement(s )
for the General Plan Update .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-I 5
PH2 - 18
City ofSan Luis Obispo
Specification No . 91138
Task 3 : Meeting and Outreach Summar y
■Community Workshop #3 : Community Visions (Task 3 .B .2 )
■Advisory Body Meetings (Task 3 .C .l )
■LUCE Task Force Meeting (Task 3 .C .2 )
■Planning Commission Study Session (Task 3 .C .3 )
Task 3 : Deliverable s
■Community Workshop #3 Summary memorandum (Task 3 .B .2 )
■Newsletter #3 : Community Vision Summary (Task 3 .B .1 )
TASK 4 ALTERNATIVES REPOR T
During this phase, the Consultants will work with the community, Planning Commission, City Council, and Cit y
staff to prepare and evaluate a comprehensive set of land use and circulation alternatives with the purpose o f
defining a preferred alternative for the Update . As part of this phase, land use and circulation alternatives will b e
given equal standing in development . While each will need to support the other, the circulation alternatives wil l
not just be a derivative of the development of land use alternatives .
The Consultants will develop alternative scenarios and evaluate the social, fiscal, public facility an d
environmental impacts of each alternative . The Consultants will also evaluate each based on responsiveness t o
the key issues, opportunities and visions identified in Tasks 2 and 3 . The purpose of the Alternatives Report wil l
be to provide a thoughtful discussion of the development of alternatives, as assessment of how each alternativ e
addresses key issues, opportunities, and the community vision, and the trade-offs associated with making certai n
choices .
TASK 4 .A DEVELOP POLICY LAND USE & CIRCULATION (GROWTH) ALTERNATIVES (ALL )
The Consultants will work with City staff to develop three alternatives for land use needs and circulation based o n
population and employment projections, physical characteristics of growth and SOI areas, community inpu t
received through the community workshops, surveys and other social media, and policies related to infill ,
densification, urban form, economic development and sustainability . The Consultants will map and quantify b y
acreage, residential density and non-residential building floor area using a typical floor area ratio (FAR) for eac h
general use (i .e . commercial, industrial, institutional) the land use and development capability of each alternativ e
growth scenario . In addition to the three alternatives developed, the Consultants will also include a "No Project "
alternative in keeping with the requirements of CEQA . The Consultants will also summarize key policy issues t o
be addressed by each alternative .
For each alternative, the Consultants will work with City staff to identify the issues for which there is clear polic y
choice and direction, as well as issues where choice and direction is not as clear . The Consultants will prepare a
qualitative comparative assessment of the policy implications of each alternative based on clarity and congruenc e
with key issues .
The Consultants will conduct a one-day charrette with City staff to develop and discuss the three alternativ e
growth scenarios that will be evaluated in more detail . During the charrette, the Consultants will work with Cit y
staff to validate and synthesize issues and develop a reasonable range of alternatives, any one of which o r
combination of features may be the basis of the updated General Plan . The Consultants expect that thi s
information will be the basis of the evaluation and review of the alternative scenarios .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-1 6
PH2 - 19
City of San Luis Obisp o
Specification No . 9113 8
The Consultants will prepare supporting maps, graphics and narratives for each alternative The Consultants will
use these materials in the Alternatives Report and subsequent public outreach efforts .
TASK 4 .B EVALUATE LAND USE & CIRCULATION ALTERNATIVES (ADE/MDG/MH/KA/UG/OEC)
The Consultants will evaluate each alternative to determine how well each responds to the key issues ,
opportunities and visions addressed in Task 3, as well as the fiscal impacts associated with each alternative .
In this analysis, the Consultants will identify the extent to which differences in alternative fiscal results due t o
variations in land-use type, density or location . The Consultants will also identify the impact of changes a s
compared to the existing land-use and circulation patterns and policies .
As described in Exhibit B, the Consultants will also evaluate the environmental and public facility impacts o f
each alternative's proposed land uses and policies, as well as the corresponding build out projections .
TASK 4 .C .1 ADMINISTRATIVE DRAFT ALTERNATIVES REPORT (MDG/MH/ADE )
The Consultants will prepare and submit to City staff for review and comment an Administrative Draf t
Alternatives Report which documents the alternatives developed by the General Plan Team, and the results of th e
growth alternatives evaluation task . The Consultants assume that the report will briefly describe in text, maps an d
graphics the alternatives considered, and will present the fiscal, public facilities and environmental impacts o f
three alternatives (as selected by City staff).
TASK 4.C .2 ADMINISTRATIVE DRAFT ALTERNATIVES REPORT STAFF STEERING COMMITTEE (SSC) MEETIN G
(MDG/MH/ADE )
The Consultants will meet with the SSC to review comments on the Administrative Draft Alternatives Report .
TASK 4 .D ALTERNATIVES REPORT (MH/MDG/ADE )
Following review by City staff, the Consultants will revise the Administrative Draft Alternatives Report an d
prepare the Alternatives Report for publication .
TASK 4 .E .1 NEWSLETTER #4 : ALTERNATIVES
The Consultants, with City staff input and review, will prepare a newsletter that summarizes the Alternative s
Report . The Consultants will describe in the newsletter three land use and circulation alternatives and summarize
their relative merits . The Consultants will also use the newsletter to encourage the public to provide feedback o n
which areas of the city should be preserved, enhanced, or changed and how they would like to travel within th e
city .
TASK 4 .E .2 COMMUNITY WORKSHOP #4 : ALTERNATIVE FUTURES (FL/MH/MDG/ADE )
The Consultants and City staff will facilitate a community workshop on the Alternatives . The workshop wil l
consist of three parts . During the first part the Consultants will present the key findings identified in th e
Alternatives Report to establish a factual base of information that workshop participants can use to develop a
preferred alternative during the second part of the workshop .
During the second part of the workshop, the Consultants will lead an exercise with workshop participants wh o
will be split into smaller groups . The Consultant will work with each smaller group to develop and map a
preferred land use and circulation alternative and to list several preferred overarching policies that promot e
implementation of each alternative . The Consultants will assign to each group will be a member of the Genera l
Plan Team who will facilitate progress of each group and will assist with mapping and writing of polic y
statements . Opportunities for TF-LUCE involvement in the workshop will be incorporated into the worksho p
format .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-1 7
PH2 -20
City of San Luis Obisp o
Specification No. 9113 8
During the third part of the workshop the Consultants will reconvene all the participants and will facilitate a brie f
presentation by each smaller group on the preferred alternative/policies . Subsequently, the Consultants wil l
identify, map and publicly record commonalities between the smaller group alternatives in order to advanc e
toward a preferred alternative that will provide the basis of the Land Use and Circulation Elements Update .
The Consultants will prepare a Community Workshop #4 memorandum that summarizes the preferred alternative s
from each workshop group and the land use and policy commonalities that provide the starting point for decisio n
makers to define a preferred alternative . The Consultants will include with the memorandum maps and text
illustrating participants input .
TASK 4 .F .1 ADVISORY BODY MEETINGS (CITY OF SAN LUIS OBISPO )
The City will conduct one meeting with each of the following advisory bodies to present the Alternative s
Overview Report and obtain feedback concerning a preferred alternative :
■Mass Transportation Commissio n
■Bicycle Advisory Committe e
■Parks and Recreation Commissio n
■Architectural Review Commissio n
■Cultural Heritage Committe e
Feedback from these meetings will be provided to the Consultants in an electronic format that can be used in th e
development of the General Plan Update .
TASK 4.F .2 GENERAL PLAN TASK FORCE MEETING (MH/MDG/ADE )
The Consultants and City staff will attend a study session of the TF-LUCE to present and discuss the Alternative s
Report and Workshop #4 Summary and to obtain feedback concerning a preferred alternative .
TASK 4 .F .3 CITY COUNCIL/PLANNING COMMISSION STUDY SESSIONS (MH/MDG/ADE )
The Consultants and City staff will attend a study session with the Planning Commission and a study session wit h
the City Council to present and discuss the Alternatives Report, Community Workshop #4 Summar y
memorandum, and input from the TF-LUCE . The Consultants will solicit feedback at the study sessions o n
direction concerning the selection of a preferred alternative, which will be the basis of the Land Use an d
Circulation Elements Update . The Consultants assume that the City Council will provide final direction on a
preferred alternative at their study session .
TASK 4 .G PREPARE PREFERRED ALTERNATIVE (MDG/MH )
The Consultants will work with City staff to prepare a preferred land use and circulation alternative that is base d
on the input provided by the community during outreach efforts, the TF-LUCE meeting and the directio n
provided by the Planning Commission and City Council at their study sessions . The Consultants will use th e
preferred alternative as the basis of the policy document prepared during Task S .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-1 8
PH2 - 21
City of San Luis Obispo
Specification No . 9113 8
Task 4 : Meeting and Outreach Summar y
■Community Workshop #4 : Alternatives (Task 4 .E .2 )
■Advisory Body Meetings (Task 4 .F .1 )
■General Plan Task Force Meeting (Task 4 .F .2 )
■Planning Commission and City Council Study Sessions (Task 4 .F .3 )
Task 4 : Deliverable s
■Administrative Draft Alternatives Report (Task 4 .C)
■Alternatives Report (Task 4 .D)
■Workshop #4 Summary memorandum(Task 4 .E .2)
TASK 5 POLICY DOCUMEN T
The San Luis Obispo General Plan has effectively guided the city for many years and has served the city well .
The Consultants will update of the Land Use and Circulation Elements to continue the directives of the existin g
General Plan and to refine existing policies to reflect a new community vision, goals, trends, ideas and changes i n
State of California law . The Consultants will blend throughout the two updated elements goals and policies tha t
facilitate sustainable development practices, address climate change ; address the safety, economic, and social
needs of residents, and maintain a healthy and vibrant environment . The Consultants will update the General Pla n
to be action-oriented by including a detailed, comprehensive implementation program that identifies completio n
dates, funding sources, and responsible parties .
TASK 5 .A .1 ADMINISTRATIVE DRAFT GENERAL PLAN POLICY DOCUMENT (ALL )
Based on the direction provided by the City staff, TF-LUCE, Planning Commission, City Council, an d
community members, the Consultants will work with City staff to prepare the Administrative Draft General Pla n
Policy Document that meets the requirements of State Law . The Consultants will include in the Draft Polic y
Document visions, goals, policies, and implementation programs that make up the heart of the General Pla n
Update .
The Consultants will design and organize the Policy Document to be a highly graphical, user-friendly document
that is accessible by City staff, decision-makers, and the public . The Consultants will work with City staff t o
develop a structure and table of contents for the draft Policy Document and address specific organizational issues .
The Consultants assume that the setting information contained in the Background Report will be bound separatel y
to allow the setting information to be shared by the General Plan and the EIR, thereby eliminating redundancy an d
making the existing conditions information easier to maintain .
GLOBAL CLIMATE CHANGE AND SUSTAINABILITY POLICY IDENTIFICATIO N
The Consultant and City staff will jointly determine the best approach to integrate policies from the CAP tha t
address energy, sustainability, and climate change into appropriate parts of the General Plan . Whether a separat e
Energy/Sustainability Element is included within the General Plan or goals, policies, and implementatio n
programs are threaded throughout the updated Land Use, Circulation, or other elements of the General Plan, th e
Consultants will include in the General Plan energy, sustainability, and climate change solutions such as :
■Promoting community design that builds on the residential neighborhood unit by taking advantage o f
infill sites, providing a range of residential densities, allows for mixed use, compact development, an d
transit-oriented development .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-1 9
PH2 -22
City of San Luis Obispo
Specification No . 9113 8
■Reducing vehicle miles traveled (VMT) through transportation demand management strategies .
■Increasing energy efficiency and conservation, recycling, water efficiency, air pollution reduction, an d
"green" building design in existing and new development ;
■Expanding capacity and reliance on renewable energy and alternative energy resources .
■Attracting and expanding green industries and green-collar jobs .
■Protecting and enhancing carbon sequestration resources and pursuing strategies to exploit thes e
resources .
■Preparing the community, public infrastructure and services, and economy to adapt to the potentia l
impacts of climate change .
■Eliminating governmental impacts on climate change (e .g ., fleet conversion, waste reduction, energ y
efficiency) and promoting the City as a leader in addressing climate change .
■Cooperating and coordinating with State, regional, and local efforts to address global warming an d
climate change .
GENERAL PLAN INTRODUCTION CHAPTE R
The Consultants will prepare the introduction to the General Plan to provide an overview of how to use th e
General Plan and the organization of the General Plan . The Consultants will summarize the key issues that th e
policies address and set forth strategies that will guide the plan . The Consultants will also include the visio n
statements developed for the city . In preparing this introduction, the Consultants will follow the structure of th e
existing General Plan, and enhance as agreed to with City staff .
LAND USE ELEMEN T
The Consultants will refine the City's growth and land use policies and implementation measures based o n
professional best practices, direction from City staff, and input from the public and local decision-maker s
throughout the General Plan Update process . The Consultants will address issues including land use types ,
distribution, and intensity ; population density and building intensity ; and urban design ; and will provide a lan d
use diagram . Issues pertaining specifically to land use that the Consultants will address include :
■Guidance on the timing and phasing of development and identification of a new Sphere of Influenc e
(SOI) boundary .
■Appropriate land use designations and policies for meeting the residential, commercial, industrial, publi c
facilities, and open space needs of the community .
■Promotion of Neighborhood Wellness .
■Definition of the character and boundaries of neighborhoods .
■Land use guidance necessary to achieve desired urban form .
■"Smart growth" and "sustainable development" principles and necessary design guidance and graphics to
assure conformance with these principles .
■Mix of land uses to maintain economic vitality and balance, sustainability, business attraction an d
formation, business retention, tourism, and entertainment .
■Mixes of uses to promote viable pedestrian environments and reduce vehicular trips .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-2 0
PH2 -23
City ofSan Luis Obispo
Specification No . 91138
CIRCULATION ELEMENT
The Consultants will refine the City's circulation policies and implementation measures based on professiona l
best practices, direction from City staff, and input from the public and local decision-makers throughout th e
General Plan Update process . The Consultants will prepare an updated Circulation Element that will cover al l
types of circulation / movement within and surrounding the City (e .g ., pedestrian, bicycles, autos, transit,
shipping). The Consultants will develop the Circulation Element based on the results of the transportatio n
modeling efforts, Background Report, community vision and preferred alternative . The Consultants will develo p
a broad set of circulation policies based on professional best practices, complete streets strategies (i .e ., Complete
Streets Act - AB 1358), direction from City staff, and input from the public and local decision-makers throughou t
the process .
The Circulation Element will address complete streets legislative requirements as currently adopted, traffi c
congestion relief programs and projects, level of service standards for all modes of transportation and wil l
establish the baseline of improvements that are necessary to support projected growth within the City a s
acceptable service levels, as well as the scope and timing of such improvements . This will be tied to land use an d
development projections, and to future intensification of uses in areas throughout the city .
The Consultants will address in the Circulation Element the full range of transportation modes, including majo r
roadways, transit, pedestrian and bicycle facilities . The element prepared will include goals, policies, an d
implementation programs for streets and highways, transit, bike and pedestrian transportation, parking, freigh t
transportation, transportation demand management, and neighborhood traffic management .
The Consultants will devote a section of the element to a Downtown Pedestrian Circulation Plan . In coordinatio n
with the City, the Consultants will delineate the downtown study area that will be used as the geographic focus o f
this component . The Downtown Pedestrian Circulation Plan will be comprised of the following five tasks : 1) data
collection ; 2) policy review and development ; 3) a needs assessment ; 4) design guidelines ; and 5) implementatio n
plan . To illustrate this plan component, pedestrian flow and hot spots diagrams will be developed includin g
physical pedestrian facility feature inventories (i .e ., sidewalks, crosswalks, pedestrian signals, ADA complian t
curb cuts, etc .), as well as CIP improvement locations (see Exhibit B for greater detail).
The Consultants will integrate this effort with the development of multi-modal LOS standards, described below .
MULTIMODAL LOS STANDAR D
The Consultants will incorporate into the Circulation Element multimodal LOS (MMLOS) standards for al l
modes including pedestrians, bicyclists, and transit . These new LOS standards would comply with the curren t
best practices, such as the multimodal LOS methodologies in the Highway Capacity Manual 2010 as well as th e
Complete Streets legislation (AB 1358) at the state level .
Prominent downtown roadways within the City of San Luis Obispo's downtown grid network would be goo d
candidates for the MMLOS standards . These include the downtown grid sections of Santa Rosa Street, Higuer a
Street, Marsh Street, Broad Street, Osos Street and Monterey Street .
Use of the CompleteStreetsLOS TM software will assist the City to meet the requirements of California Complet e
Streets Act (AB 1358).
TASK 5 .A .2 ADMINISTRATIVE DRAFT GENERAL PLAN POLICY DOCUMENT STAFF STEERING COMMITTEE MEETIN G
(ALL)
The Consultants will meet with the SSC to review the draft document and to discuss comments .
TASKS 5 .B / 5 .0 LAND USE AND CIRCULATION DIAGRAMS (MDG/MH )
The Consultants will work with City staff to prepare draft Land Use and Circulation Diagrams based on th e
preferred land use and circulation alternative . The Consultants will review existing land use designations and, a s
appropriate, propose modifications that fit the contemporary needs of the city . The Consultants will indicate o n
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-2 1
PH2 -24
City of San Luis Obisp o
Specification No. 9113 8
the Land Use Diagram the distribution, location, and standards for the use of land for housing, commerce ,
industry, public facilities, recreation, natural resources, and open space . The land use designations will include
standards of population density and building intensity as well as guidelines for urban form . The Consultants wil l
depict circulation classifications on the Circulation Diagram and will depict the existing and future multi-moda l
transportation system and the City's multimodal level of service standards .
TASK 5 .D COMMUNITY WORKSHOP #5 (FL/MH/DGH )
The Consultants will conduct a community workshop to present the preferred alternative from Task 4 .G and the
Land Use and Circulation Diagrams from Task 5 .B and 5 .0 and to discuss, at a high level, the preliminary lan d
use and circulation visions, goals and policies developed as part of Task 5 .A . The workshops will be framed as a
town hall forum elicit as much participation and open feedback as possible .
The Consultants will prepare a Community Workshop #5 Summary memorandum that summarizes the input s
received at this workshop .
TASK 5 .E .1 FISCAL ANALYSIS OF PREFERRED ALTERNATIVE (ADE )
The Consultants will prepare a fiscal analysis of the preferred alternative . The Consultants will draw upon th e
analysis in the Alternatives Report to conduct the analysis in terms of explaining how the proposed land use s
affect the City budget . The report will also provide fiscal policy recommendations, as needed, to address an y
potentially adverse fiscal impacts the proposed plan may have . This report will also dovetail with the
infrastructure financing plan, which together should identify appropriate mitigations for any fiscal impacts that ar e
identified .
TASK 5 .E .2 CIRCULATION SYSTEM ANALYSIS OF PREFERRED ALTERNATIVE (KA)
The Consultants will perform an existing (Task 2B) and future (Task 4B) deficiency analysis an d
identified/verified all CIP improvements identified by the City of San Luis Obispo for its Capital Improvement
Project (CIP) list . The Consultants will use detailed fair share assessments based on City's TransCAD trave l
demand model (select link and select zone analyses) to isolate the source of traffic (City, Non-City, External )
impacting each CIP project location . The Consultants will develop planning level project costs needed to mitigat e
both existing and future deficiencies (Task 2B and 4B). The Consultants will prepare a transportatio n
infrastructure fee schedule will be prepared in accordance with the Mitigation Fee Act (AB 1600).
TASK 5 .E .3 INFRASTRUCTURE FINANCING PLAN (ADE )
The Consultant will prepare a separate document to address the capital improvements needed to accommodat e
projected growth in the general plan . Working with other members of the General Plan Team, the Consultant wil l
assemble a list of needed major facilities and estimated costs . For each facility (and generally by type of facility )
the Consultant will indicate the responsibilities for financing (e .g . developer, City, other) and the anticipate d
sources of funds where appropriate . For many of the facilities, the Consultants expect that development impac t
fees or connection charges would likely be the first source of funding .
With the infrastructure financing plan, the Consultants will also provide policies statements and program desig n
criteria for instances where some form of assessment district may be used to fund facilities . These kinds o f
financing mechanisms can be important in cases where existing capacity deficiencies must be addressed alon g
with the increases needed to serve new development .
The Consultants will also discuss within the financing plan the optimal phasing of improvements and strategie s
for obtaining funds needed to complete initial capacity expansions prior to the accumulation of developmen t
impact fees . This discussion will review potential outside funding sources such as the California Infrastructur e
Bank, the Economic Development Administration, and regional transportation funds, among others . Th e
Consultants will outline the limitations that existing legislation places on local funding options and suggest way s
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-2 2
PH2 -25
City of San Luis Obispo
Specification No . 91138
that economic development projects can draw additional funds into the community to help complete neede d
improvements .
The Consultants will summarize the plan in matrix format to allow easy review of planned funding for majo r
improvements . The plan will also be keyed to the City's existing Capital Improvement Program an d
Transportation Impact Fee Program where appropriate .
TASK 5 .F PRELIMINARY PUBLIC REVIEW DRAFT GENERAL PLAN (MDG/MH/KA )
The Consultants will revise the Administrative Draft General Plan Policy Document based on City staff review ;
findings from the circulation, infrastructure financing, and fiscal analyses ; and the input and comments provided
by the community at the workshops and through the social media . The Consultants will prepare a Preliminar y
Public Review Draft General Plan and provide it to City staff for distribution to the City's advisory bodies, TF-
LUCE, Planning Commission, and City Council for review and comment .
TASK 5 .G .1 ADVISORY BODY MEETINGS (CITY OF SAN LUIS OBISPO )
The City will conduct one meeting with each of the following advisory bodies to present discuss the Preliminar y
Public Review Draft General Plan and obtain input and comments :
■Mass Transportation Commission
■Bicycle Advisory Committe e
■Parks and Recreation Commission
■Airport Land Use Commissio n
■Architectural Review Commissio n
■Cultural Heritage Commission
Feedback from these meetings will be provided to the Consultants in an electronic format that can be used in th e
development of the General Plan Update .
TASK 5 .G .2 GENERAL PLAN TASK FORCE (TF-LUCE) MEETING (MDG/MH )
The Consultants and City staff will meet with the TF-LUCE to discuss the Preliminary Public Review Draf t
General Plan and obtain input and comments .
TASK 5 .G .3 CITY COUNCIL / PLANNING COMMISSION STUDY SESSIONS (MDG/MH/ADE )
The Consultants and City staff will attend study sessions with the Planning Commission and the City Council t o
present and discuss the Preliminary Public Review Draft General Plan and the comments from the various publi c
outreach efforts that have been incorporated into the document .
TASK 5 .H "FINAL" PUBLIC REVIEW DRAFT GENERAL PLAN (MH )
Following input by the TF-LUCE, Planning Commission and City Council, the Consultants will make appropriat e
revisions to the Preliminary Public Review Draft General Plan in consultation with City staff and prepare a "final "
Public Review Draft General Plan Update .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-2 3
PH2 -26
City of San Luis Obispo
Specification No . 91138
Task 5 : Meeting and Outreach Summar y
■Community Workshops (Task 5 .D )
■Advisory Body Meetings (Task 5 .G .l )
■General Plan Task Force (Task 5 .G .2 )
■Planning Commission and City Council Study Sessions (Task 5 .G.3 )
Task 5 : Deliverable s
■Administrative Draft General Plan Policy Document (Task 5 .A .1 )
■Fiscal Analysis of Preferred Alternative Report (Task 5 .E .l )
■Infrastructure Financing Plan (Task 5 .E .3 )
■Preliminary Public Review Draft General Plan Policy Document (Task 5 .F )
■Final Public Review Draft General Plan Policy Document(Task 5 .H)
TASK 6 ENVIRONMENTAL REVIE W
During this phase the Consultants will prepare a Draft Program Environmental Impact Report (DEIR) to analyz e
the potential impacts of the Draft General Plan Update . The objective of this phase is to prepare an EIR that wil l
provide an easy-to-understand overview of the impacts associated with implementation of the General Plan, s o
that decision-makers can make an informed decision on the future of the City . The EIR will be structured to mee t
the requirements of the California Environmental Quality Act (CEQA) and to streamline future City consideratio n
of development and public works projects consistent with the General Plan .
This will establish the cumulative, growth inducing, unavoidable, and irreversible significant effects framewor k
for evaluating environmental impacts of subsequent development projects . The Consultants will integrate policie s
into the Draft General Plan that "pre-mitigate" potential environmental effects . This self-mitigation approach wil l
allow for easy monitoring of mitigating policies through routine implementation of the General Plan .
The Environmental Impact Report will be presented as a Program EIR that will analyze the long-ter m
consequences of the adoption of the Draft General Plan Update . It will draw from the Background Repor t
(Task 2B) for the environmental setting information . The Project Description will constitute a summary of th e
Draft Land Use and Circulation Elements, both the physical components of future development, as well as th e
proposed regulatory framework in the form of proposed policies and programs . The Alternatives will be based o n
those examined in the planning process as alternative growth scenarios .
TASK 6 .A NOTICE OF PREPARATION (DEC )
This phase includes the kickoff meeting, basic data gathering, preparation of the EIR Project Description, an d
distribution of the Notice of Preparation (NOP).
The Consultants will attend a kickoff meeting with City staff . This meeting will serve as a forum to review and
confirm study objectives and protocol . A second purpose of this meeting will be to gather all documents relevan t
to the EIR analysis, including regulatory documents, and technical studies . The meeting will be used to confir m
the validity of these studies, as well as our existing library of other City-related data we believe is relevant to th e
proposed project .
We will prepare and assist City staff in the distribution of the NOP for the project . Because and EIR is bein g
prepared, no Initial Study is necessary .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-2 4
PH2 -27
City of San Luis Obispo
Specification No . 9113 8
TASK 6 .B PLANNING COMMISSION SCOPING MEETING (DEC )
We will attend a public scoping meeting held by City staff to take input on the contents of the EIR .
TASK 6 .0 ADMINISTRATIVE DRAFT ENVIRONMENTAL IMPACT REPORT (DEC )
Our team will complete the Administrative Draft EIR for review by the City . We have included details in th e
Technical Appendix on the following topic areas /sections that we will use to organize and prepare the Progra m
EIR :
■Executive summary ;
■Introduction ;
■Project description ;
■Environmental setting ;
■Environmental impact analysi s
■Discussion of growth inducing Impacts, irreversible changes, and other impacts : potential energy impact s
of the project, the project's consistency with relevant adopted policies ;
■Alternatives analysis (assume six alternatives); an d
■List of references and preparers .
Pursuant to RFP Section C, we will submit five (5) hard copies of the ADEIR, and one (1) electronic copy on CD .
Based on our experience, we recommend the hard copies be submitted in three-ring binder format, which allow s
for easier internal copying and distribution among various department staff . A meeting with City staff will als o
be scheduled following the submittal of the ADEIR . The purpose of the meeting would be to focus on the conten t
of the ADEIR and allow for addressing any issues or questions regarding the content or analysis .
TASK 6 .D DRAFT ENVIRONMENTAL IMPACT REPORT (DEC )
The Consultant team will respond to City comments on the Administrative Draft EIR and prepare the Draft EIR .
This subtask assumes all staff comments are consolidated by the City project manager into a single document, an d
that the various comments do not conflict with one another . This step is crucial to remain within our contracte d
scope and budget . Our scope assumes three rounds of revisions, since our experience with similar project s
suggests there may be unanticipated nuances that arise from the complexity of the document . We assume the
third round of revisions will be relatively minor in nature, requiring mostly small editorial changes and clean up .
After receiving staff comments regarding the Administrative Draft EIR, the Consultant team will produce th e
public Draft EIR .
Two printed copies of the screen-check DEIR will be prepared and submitted for staff review and comment prio r
to production of the Public Review DEIR . We will provide the following :
■Public Draft EIR (20 hard copies ; 100 CDs )
■Draft EIR copies for State Clearinghouse (15 hard copies of Executive Summary ; 15 CDs of the complet e
document)
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-2 5
PH2 -28
City of San Luis Obispo
Specification No . 9113 8
Our proposed printing budget is based on this delivery, but it should be recognized that depending on the size o f
the document, the number of appendices, and the amount of oversized or color graphics, the actual number o f
deliverable copies may be more or less than indicated, but in no case shall it be less than 10 hard copies to th e
City . We will work with the City on the actual number of deliverables that can be produced within the propose d
budget . In our experience, it is often more useful and cost effective to produce larger numbers of CDs for publi c
distribution, and fewer hard copies of the Draft EIR appendices .
Task 6 : Meeting and Outreach Summar y
■Planning Commission Scoping Meeting (Task 6 .B )
Task 6 : Deliverable s
■Notice of Preparation (Task 6 .A )
■Administrative Draft General Plan EIR (Task 6 .C )
■Draft General Plan EIR (Task 6 .D )
TASK 7 PUBLIC HEARING S
During this phase the Consultants will assist the community, City Advisory Bodies, the TF-LUCE, Plannin g
Commission, and City Council in the review of the Draft General Plan Policy Document and DEIR, culminatin g
in Council direction on changes to the Draft General Plan . The Consultants will prepare the final versions of th e
Policy Document and the DEIR for final review and adoption by the Planning Commission and City Council .
TASK 7 .A NEWSLETTER #4 : DRAFT GENERAL PLAN UPDATE AND DEIR (FL/MH/MDG )
The Consultants will prepare a newsletter summarizing the Public Review Draft General Plan Update and DEIR .
The newsletter will include an overview of the key goals and policies of the draft Plan as well as the vision for th e
future of the city . An overview of the environmental review process and comment procedure will also b e
summarized .
TASK 7 .B COMMUNITY CONVENTION (FL/MH/ MDG )
The Consultants and City staff will hold community convention to and celebrate the community's achievement i n
preparing the Public Review Draft General Plan . At the Consultants will present the Public Review Draft Genera l
Plan and DEIR to city residents, promote the upcoming hearings for the Plan, and solicit feedback from th e
public . The Consultants will produce information (e .g ., information boards, handouts) for the convention .
TASK 7 .0 GENERAL PLAN TASK FORCE (TF-LUCE) MEETING (MH/MDG )
The Consultants and City staff will meet with the TF-LUCE to discuss the Public Review Draft General Plan an d
formally recognize the Task Force members for their participation in the Update process . It is expected that a t
this Meeting the Task Force will endorse draft plan .
TASK 7 .D ADVISORY BODY PUBLIC HEARINGS (CITY OF SAN LUIS OBISPO )
City staff will attend one public hearing with each of the following advisory bodies to present the Public Revie w
Draft General Plan and DEIR :
■Mass Transportation Commissio n
■Bicycle Advisory Committe e
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-26
PH2 - 29
City of San Luis Obispo
Specification No . 91138
■Parks and Recreation Commissio n
■Airport Land Use Commissio n
■Cultural Heritage Committe e
■Architectural Review Commissio n
Feedback from these meetings will be provided to the Consultants in an electronic format that can be used in th e
development of the General Plan Update .
TASK 7 .E PLANNING COMMISSION HEARINGS (MH / MDG )
The Consultants will attend two public hearings with the Planning Commission to review the Draft General Pla n
Policy Document and DEIR . The Planning Commission will consider the comments made during the publi c
hearings, and at the conclusion of the hearings will make recommendations to the City Council regarding th e
Public Review Draft General Plan and DEIR .
TASK 7 .F CITY COUNCIL HEARINGS (MH / MDG )
The Consultants will attend two public hearings with the City Council to review the Draft Policy Document an d
DEIR . At these meetings the City Council will consider the Planning Commission recommendations and th e
comments made at the other public hearings and community workshops . At the conclusion of the hearings, th e
City Council will direct City staff and the Consultants to incorporate its recommendations and prepare the Fina l
General Plan . Following public review of the draft General Plan documents and the draft EIR, the Consultant s
will work with City staff to prepare the General Plan for adoption .
Task 7 : Meeting and Outreach Summar y
■Community Convention (Task 7 .B )
■TF-LUCE Meeting (Task 7 .C )
■Advisory Body Presentations (3) (Task 7 .D )
■Planning Commission Public Hearings (2) (Task 7 .E )
■City Council Public Hearings (2) (Task 7 .F)
Task 7 : Deliverable s
■Newsletter #4 : Draft General Plan Policy Document and DEIR (Task 7 .A )
TASK 8 FINAL DOCUMENTS AN D
ADOPTIO N
During this task the Consultants prepare the final versions of the General Plan document and the EIR for fina l
review and adoption by the Planning Commission and City Council .
TASK 8 .A DEVELOP DRAFT RESPONSES TO PUBLIC COMMENTS (DEC )
Upon receipt of public comments on the Draft EIR, the Consultants will prepare draft responses for City review .
A meeting with staff is anticipated either prior to or following submittal of the Administrative Final EIR t o
incorporate staff input on responses to comments, and potentially on other sections of the Administrative FEIR .
We assume two rounds of revisions with City staff.
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-2 7
PH2 - 30
City of San Luis Obisp o
Specification No. 9113 8
The Administrative Final EIR will contain the comment letters on the DEIR and the responses to comments, an d
will also contain the proposed Mitigation Monitoring and Reporting Program (MMRP). Changes to the text o f
the Draft EIR in response to comments will be marked in strike-through and underline format, if desired by th e
City .
The Consultants will provide :
■Administrative Final EIR (5 hard copies ; one CD in Word )
■AFEIR Appendices (as needed, though we do not anticipate changes from the Draft EIR, so none shoul d
be necessary)
■Draft Mitigation Monitoring and Reporting Program (5 hard copies ; one CD in original format )
Our experience suggests it may be more cost-effective and efficient to deliver the Responses to Comments i n
advance of making the revisions to the EIR, to avoid the duplicative effort of having to coordinate the changes to
the text that may arise out of staff direction to modify the Responses to Comments document .
TASK 8 .B PREPARE FINAL EIR (DEC )
The Consultants, in conjunction with City staff, will respond to public and agency review comments on the Draf t
EIR, including the draft mitigation monitoring program, in accordance with Section 15088 of the CEQ A
Guidelines . The Consultants shall also prepare the Statement of Overriding Considerations, if required . Finding s
will be prepared by City staff . Responses shall be prepared in a format approved by staff and will be contained i n
a separate document . The Responses to Comments document, together with the Draft EIR, will comprise th e
Final EIR .
DRAFT MITIGATION MONITORING AND REPORTING PROGRA M
The Consultants will also prepare a mitigation monitoring plan in a format that complies with City requirements ,
consistent with CEQA Guidelines requirements . The plan will include a table that lists each mitigation measure ,
agency responsible for each condition, when monitoring must occur, the frequency of monitoring, and criteria t o
determine compliance with the condition . Ultimately, this tool will be used to revise the General Plan Element s
in such a way to incorporate the policy language contained as mitigation . In this way, the MMRP will be a bridg e
between the EIR and final Elements .
REVISE AFEIR BASED ON STAFF COMMENT S
The Consultants will respond to City comments on the Administrative Final EIR and prepare the Final EIR . We
assume one screen-check copy will be submitted for staff approval before printing and reproducing multipl e
copies . This subtask assumes all staff comments are consolidated in a single document, and that the variou s
comments do not conflict with one another . Our scope assumes one round of revisions .
FINAL EI R
The Consultants will respond to City comments on the Administrative Final EIR and prepare the Final EIR . We
assume two rounds of revisions will be needed to convert the Administrative Final EIR into a Final EIR fo r
publication.
The team will provide the following :
■Final EIR (20 hard copies ; each with CD of appendices and MMRP attached)
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-2 8
PH2 - 31
City of San Luis Obispo
Specification No . 9113 8
CERTIFIED FINAL EI R
Following certification of the Final EIR, the Consultants will incorporate any changes from the Proposed Fina l
EIR to produce a Certified Final EIR . The Consultants will provide the Certified Final EIR in digital format t o
the City, including the Final Mitigation Monitoring Program and CEQA Findings . Upon certification of the Fina l
EIR and project approval, we understand that City staff would be responsible for filing a Notice of Determinatio n
with the County Clerk's office and OPR, if required .
TASK 8 .0 GENERAL PLAN ADOPTION HEARINGS (MH / MDG/ DEC )
The Consultants will attend up to two hearings with the City Council to address any questions relative to th e
adoption of the General Plan and certification of the final EIR .
TASK 8 .D FINAL GENERAL PLAN DOCUMENTS (MH /MDG / DEC )
The Consultants will prepare final General Plan documents (Background Report, Final General Plan) based o n
direction from the City Council .
Task 8 : Meeting and Outreach Summar y
■City Council Adoption Hearings (2) (Task 8 .C)
Task 8 : Deliverables
■Response to Public Comments on the Draft General Plan DEIR (Task 8 .A)
■Final General Plan documents (Background Report, General Plan Policy Document) (Task 8 .D)
■Final EIR (Task 8 .B )
A .3 Schedul e
The overall schedule for the contract is to complete the Update project by December 2014 .A detailed project schedul e
will be developed as part of Phase 1,and will be updated and maintained as mutually agreeable as the projec t
progresses .
A .4 Assumptions Upon Which This Scope of Work and Budget are Base d
The following are project assumptions we used in developing our scope of work specific to the needs of the Cit y
of San Luis Obispo .
GENERA L
■Comments from the City will be provided to the Consultants by the City's project manager as a single ,
consolidated set of comments in an electronic format . As part of this effort, the City's project manager
will consolidate all City comments resolve any comments that are in conflict with each other .
■The Consultant's Project Director and/or Project Manager will be available to provide updates to th e
City's Project Manager as needed . During periods of high activity, the City's Project Manager ca n
request scheduled, weekly telephone calls to ensure the City is always up-to-date on the progress of th e
Update .
GENERAL PLAN UPDAT E
■The updated General Plan will be consistent with the adopted 2010 Housing Element, and no update t o
the Housing Element is expected under this SOW .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-2 9
PH2-32
City of San Luis Obispo
Specification No . 9113 8
■The General Plan Update and EIR will encompass a geographic area that includes the city limits an d
Sphere of Influence with some slight modifications allowed consistent with the goals of the Update .
ENVIRONMENTAL REVIE W
We assume that most of the technical issues identified in the CEQA Initial Study checklist will be examined in th e
EIR . Although it may be possible to dismiss a few issues as less than significant (such as mineral resources), fo r
cost purposes, we assume the following issues :
n Aesthetics
■Hydrology and Water Qualit y
■Agricultural Resources
■Land Use and Planning
■Air Quality
■Noise
■Biological Resources
■Population and Housing
■Cultural Resources
■Public Service s
■Geology and Soils
■Recreatio n
■Global Climate Change
■Transportation and Circulatio n
■Hazards and Hazardous Materials
■Utilities and Service Systems
PROJECT MANAGEMENT AND PUBLIC OUTREAC H
■All electronic documents prepared as part of the Update will be compatible with :
o Microsoft Office 2010 for document s
o ESRI Arcmap v .10 for GI S
o Photoshop, Illustrator, InDesign (v . 5 .5) for graphic material s
o SketchUp for illustrative desig n
■The following were assumed, and reflected on the Update's budget, relative to the written community
survey (Task 2 .C):
o The City will distribute the survey as part of a regular utility bill . To account for extra handlin g
and postage, the Consultant will provide up to $2,540 ($0 .20 per utility mailing) towards thi s
mailing expense .
o The City will also identify and provide mailing addresses, in a usable, electronic format, fo r
households in the planning area that do not receive utility bills . The Consultants will mai l
surveys to this addresses .
o Printing 20,700 11 "x 17", black and white, tri-fold surveys .
o Of the 20,700 surveys printed, 12,700 will be sent to the City for the City's insertion int o
regular utility bills along with a pre-printed return address envelope . The remaining 8,00 0
surveys will be mailed directly to households identified by the City as not receiving utility bills .
The Consultants will provide envelopes for these mailings . The Consultant will provide bul k
postage for 8,000 outgoing mail surveys .
o The Consultants will print 20,700 BRM envelopes (these are the return envelopes )
o The budget includes First Class Return Postage for up to 2,000 respondents (based on a n
estimated 10% return rate by mail).
o 200 hours data entry, based on 10 surveys per hour, for 2,000 surveys .
o Surveys returned in excess of 2,000 surveys may require additional funding from the City t o
complete .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-3 0
PH2 -3 3
City of San Luis Obisp o
Specification No . 9113 8
■Five (5) paper copies and five (5) electronic copies (on CD) of all deliverables will be provided unless a
different number of copies is specifically noted in the SOW .
■City staff will be responsible for meeting set-up and noticing, per the Brown Act .
■City staff will assist with community outreach and meeting planning, coordination, and facilitation .
■The Planning Commission and City Council will be presented with all draft and final documents for thei r
review and direction .
■The Consultants will incorporate this proposal scope of work into the City's standard Professional
Services Agreement as directed and at no cost to the City .
■There will be no changes in the project manager, subconsultants, or key staff without written approval o f
the City .
■The Consultants will conform to City of San Luis Obispo business licensing and tax certificat e
regulations .
■All translation services will be done by community groups and organizations at no cost to the Consultant s
or the City . Costs to pay for translation services are not included in this contract .
■Per the RFP, we anticipate 17 meetings with staff or the public . For cost purposes, we have assumed tha t
each meeting will involve either the project manager or one senior staff member and that each meetin g
will be about 3 to 4 hours in length . Additional meetings would be billed separately on a time an d
materials basis . The following meetings (by task, are assumed to occur on the same trip :
o Task 2 .D, Interviews will occur with Task 2G, Community Worksho p
o Task 3 .B, Community Workshop will occur with Task 3C, Planning Commission Stud y
Sessio n
o Task 4 .F .2 (TF-LUCE workshop) and Task 4 .F .3 relative to the Planning Commissio n
workshop are assumed to occur during the same week . The City Council workshop unde r
Task 4 .F .3 will be scheduled on a separate week .
o Task 5 .G2 . (TF-LUCE workshop) and Task 5 .G .3 relative to the Planning Commissio n
workshop are assumed to occur during the same week . The City Council workshop unde r
Task 5 .G .3 will be scheduled on a separate week .
o Tasks 7 .B, Community Convention and Task 7C, General Plan Task Force are assumed t o
occur during the same wee k
A .5 Project Budge t
The overall Update project budget is comprised of two separate budgets to reflect funding sources for this project .
Table A-1 provides the budget for the General Plan Update project . Table A-2 provides the budget for the
Program EIR to be prepared for the General Plan Update . For each budget, Tables A-1 and A-2 show thre e
components . A "Total" budget for the SOW described in this exhibit, a contingency amount that can b e
authorized by the City's Project Manager to address other items needed and not foreseen at this time, and a
"Grand Total" that reflects the sum of the two other numbers .
GENERAL PLAN BUDGE T
Update Project Budget Total $861,46 1
Contingency $17,962
Grand Total $879,42 3
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-3 1
PH2 - 34
City of San Luis Obispo
Specification No . 91138
PROGRAM EIR BUDGE T
Program EIR Budget Total $289,65 8
Contingency $8,36 3
Grand Total $298,02 1
ASSUMPTIONS UPON WHICH THE PROJECT BUDGET IS BASE D
The following assumptions (in addition to those presented in Section A .4) are agreed to :
■This budgets on Table A-I and A-2 represents a total cost based on the scope of work presented in thi s
exhibit .
■The distribution of hours between firms, staff categories and tasks are estimated . While the total costs
presented herein will not change, the distribution of hours/costs between firms, staff categories and task s
will vary depending on actual execution .
■Contingency funds can only be used with written authorization from the City's Project Manager .
Exhibit A (rev 1/31/12)
San Luis Obispo General Plan Update
Page A-3 2
PH2 -35
Table A-1
General Plan Budget
Matrix Design Grou p
Labor Costs (by Hours )
Tasks
Task Senior Associate Support
Princi .al Mana .er Staff Staff Staff
Direc t
Ex p enses Subtotal
echnical Wor k
1 .Program initiatio n
1A. Initiate Program
36 72 0 40 76 $1,500 $26360
$0
1B . Work Plan Detail 12 18 $500 $5,420
1C. Study Session 12 12 8 $500 $4,920
1D. Land Use Database 20 $1,800
1E . Base Maps 20 $1,800
IF .Website & Social Media 24 60 $6,600
1G . Newsletter - Initiation $0
1H. Community Workshops
2 . Background Report
12 18 8
120
$500 $5,820
2A. Hire Interns
24 128 214 8 2
2
$1,700 $64,300
$300
2B . Admin Draft Background Report 8 40 80 140 42 $32,580
2C. Survey 4 $600
2D. Interviews 40 $1,200 $7,200
2E . Transportation Model Mod $0
2F . Public Review Draft Background Report 24 40 50 32 $14,900
2G . Community Workshop 16 16 8 8 $500 $6,980
2H . Newsletter - Background Repor t
3 . Issues, Opportunities Vision
2 16 $1,740
and
3A . Issues and Opportunities Summary
0 38 8 52 8
6 8 40
$800 $12,620
$5,540
3B . Community Workshops 8 12 4 $300 $2,780
3C. PC Study Sessio n
4. Alternatives
24 4
0 228
$500 $4,300
Repor t
4A . Develop Policy & Land Use Alternatives
80 100 8 4
12 40 32 40
31,100 $55,940
$11,880
4B . Evaluate Growth Alternatives 12 100 32 16 $18,480
4C Admin Draft Issues & Alternatives 8 40 8 8 $300 $7,820
4D. Public Draft Issues & Alternatives 8 24 8 $4,720
4E . Community Workshops & Newsletter 8 12 4 $300 $2,780
4F . Workshops (multiple)24 16 4 $500 $5,740
4G . Prepare Preferred Alternativ e
5. Policy Document
8 24 4
0 124 86 132 136
$4,520
5A. Admin Draft Goals & Policies Report 40 70 60 36
$800 $49,260
$22,300
5B . Land Use Diagram 24 40 $5,600
5C. Circulation Diagram 8 12 $1,800
5D. Community Workshops 12 16 8 $300 $3,940
5E . Fiscal Analysis of Preferred Alternative 16 8 $2,480
5F . Public Review Draft Policy Document 16 40 24 $7,200
5G . Workshops (multiple )
6 . EIR
24 16 8 $500 $5,940
6A . NOP Distribution
0 !0 0 0
0l!!!~.~1 lllrl~!!!i`l:!!`!!!!!/!!!!!{Y!!!!!!jl~lyr/07ArieJJ~r~j
l$00 $0i<
6B . PC Scoping Session /!/f!!drAf//1!!!/f!!j/,l~!!!f/!!!//!!/1/Jfyl,!/!!llllll4l,F°6C. Admin Draft EIR l~f~/r3!////!!!/Y!/!f!!1/!/!!!!/il/!/!Z!l AT;fl
6D. Public Review Draft EIR A!/////!/!.r//!/a ////!l/!/fir
7 .Public Hearings
7A . Newsletter - Draft GP and DEIR
0 42 0 32 1 6
2 16 8
$600 $10,580
$2,140
7B . Community Workshops 8 16 8 $200 $3,240
7C. General Plan Task Force 8 $200 $1,400
7D . Advisory Body Hearings 8 $200 $1,400
7E . Planning Commission Hearings 8 $200 $1,400
7F . City Council Hearing s
8 . Final Documents and Adoption
8 $300 $1,500
8A . DEIS Comment Responses
0 20 0 24//1 fflf,//f!!fll.ill~.~
40~/~r~r$300',57,460
8B . Prepare Final EIR !,!!!!/!////,/!!/!!!!!/!.~!!!/lllf!!ir
8C . Final General Plan Documents 12 24 40 $5,960
8D . Adoption Hearings - CC 8 $300 $1,500
I CoordinationProject Management 80 350 80 $71,300 ;;
Total hours / units 140 854 442 594 52 2
Billing rates $185 $150 $130 $90 $50
Subtotals $25,900 $128,100 $57,460 $53,460 $26,100
Labor Total $291,020
Direct Expense Subtotals $7,30 0
GENERAL PLAN TOTAL (Technical Staff +Expenses)$297,820
Notes:
1)This represents a total cost based on the scope of work presented in Exhibit A .
2)The distribution of hours between firms, staff categories and tasks are an estimate .
While the total costs will not change, the distribution of hours/costs may vary depending o n
actual execution .
3)Contingency funds can only be used with written authorization from the City's Projec t
Manager.
PH2-3 6
Table A-1 Mintier Harnis h
Labor Costs (by HoursGeneral Plan Budget
Task s
Technical Work
1 .Program Initiation
1A . Initiate Program
Principal I
Task Senior Associate Support
Mana .er Staff Staff Staff
40 32 0 2
Direct
Ex p enses
$800
Subtota l
,$1ff 8O
$0
1B . Work Plan Detail 12 12 $200 $4,64 01C. Study Session 12 $300 $3,00 0
1D . Land Use Database $0
1E . Base Maps $0
1F. Website & Social Media 8 $1,160
1G. Newsletter - Initiation 4 12 $2,640
1H . Community Workshop s
2 . Background Report
12 2 $300 $3,140
2A . Hire Interns
82 160 221 6 4
40
$1,000 $75,860'i
$5,800
2B . Admin Draft Background Report 12 80 145 32 $35,3902C. Survey 4 $900
2D . Interviews 24 8 $1,000 $6,960
2E. Transportation Model Mod $0
2F . Public Review Draft Background Report 24 40 60 24 $20,680
2G . Community Workshop 16 $3,600
2H . Newsletter - Background Report
3.Issues, Opportunities Visio nand
2 16 $2,53 0
3A Issues and Opportunities Summary
40 32 48 1dw,~.$500.,_,$21 ,800
$11,72 08323216
3B . Community Workshops 8 8 $300 $3,14 0
3C. PC Study Session
4. Alternatives Report
24 8 $500 $6,94 0
4A. Develop Policy & Land Use Alternatives
58 128 40 0
12 28
$800 $37,61 0
$6,76 0
4B . Evaluate Growth Alternatives 16 16 $4,40 0
4C. Admin Draft Issues & Alternatives 6 60 16 $12,13 0
4D. Public Draft Issues & Alternatives 12 $1,74 0
4E . Community Workshops & Newsletter 12 8 $300 $4,04 0
4F . Workshops (multiple)24 $500 $5,90 0
4G . Prepare Preferred Alternativ e
5 . Policy Document
4 12 $2,64 0
5A . Admin Draft Goals & Policies Report
60 80 88 0
8 40 40
$800,'$37,340
$12,80 0
5B . Land Use Diagram 8 40 $7,60 0
5C . Circulation Diagram $0
5D . Community Workshops 12 8 $300 $4,040
5E . Fiscal Analysis of Preferred Alternative $0
5F. Public Review Draft Policy Document 8 40 $7,000
5G. Workshops (multiple)
6 . EIR
24 $500 $5,900
6A . NOP Distribution
0 0 0 0 $0 $0
JJJjrJJJJJJJJJJJJJJJJ,~JJJJ/yJJJ,~r,JJJJJJ/JJ
6B . PC Scoping Session JJI0rJJJJJJJJJJJJJJJJ~rJJJJJ,~JJ/JJJ~/l
6C . Admin Draft EIR J,/free 'J!J/JYZ..J/// lJ!!/f1/r/~/JJ!J~"J;'6D . Public Review Draft EI R
7. Public Hearings
JJJJJJJJJ,rJJ,JJJ,~JJJJJJJJJJJJJJJJJJJJJJJ~
24 0 16 0 $300 $7 .780
$07A. Newsletter - Draft GP and DEI R
7B . Community Workshops 8 16 $300 $4,18 0
7C . General Plan Task Force $0
7D Advisory Body Hearings $0
7E . Planning Commission Hearings 8 $200 $2,00 0
7F . City Council Hearing s
8. Final Documents Adoptionand
8 $300 $2,10 0
8A. DEIS Comment Responses
20 0 32 16 $300,-'$10,08 0
,/JJJJJJJJJJJJJJJJJ/JJJJJJ,yJJJJJJJrrJJJJJJZe
8B . Prepare Final EIR JJJJJJJfJJJJJJJJJJJJJJJJJ,1JJJJJJJJJJJ,{8C. Final General Plan Documents 12 24 16 $6,94 0
8D. Adoption Hearings - C C
Project Management I Coordination
8 8
35
$300 $3,140
`i.
Total hours ! unit s
Billing rates
324 432 445 98
$225 $145 $130 $70
$7 ,875
Subtotals $72,900 $62,640 $57,850 $6,860
Labor Total $200,25 0
Direct Expense Subtotals $5,300
GENERAL PLAN TOTAL (Technical Staff +Expenses)$212,925
PH2 -3 7
Table A-1 Kittelson & Associate s
Labor Costs (by Hours )
General Plan Budget
Tasks
Task Senior Associate Support
Princi•al Mana•er Staff Staff Staff Direct
Ex•enses Subtota l
Technical Wor k
1 .Program Initiatio n
IA . Initiate Program
14 0 ,0 ;0 0 ,$250 $3,24 6
$0
1B . Work Plan Detail 6 $1,28 4
1C . Study Session $0
ID . Land Use Database $0
1E . Base Maps $0
IF. Website & Social Media $0
1G . Newsletter - Initiation $0
1H . Community Workshops 8 $250 $1,962
44 160 $81,016 ;.2 . Background Report 50 103 40 $19;25 0
2A . Hire Interns $0
2B Admin Draft Background Report 16 40 95 80 40 $19,000 $60,234
2C . Survey $0
2D . Interviews $0
2E . Transportation Model Mod 24 80 $16,336
2F . Public Review Draft Background Report 2 4 8 $2,484
2G . Community Workshop 8 $250 $1962
2H . Newsletter - Background Report $0
4 8 0 032 $0 $7,368 €3- Issues, Opportunities and Visio n
3A . Issues and Opportunities Summary 4 8 32 $7,368
3B . Community Workshops $0
3C . PC Study Session $0
44 80 90 $250 $40,01 84. Alternatives Report 18 20
4A. Develop Policy & Land Use Alternatives 2 8 16 0 $4,540
4B . Evaluate Growth Alternatives 2 16 40 90 $22,452
4C . Admin Draft Issues & Alternatives 4 16 16 16 $8,200
4D . Public Draft Issues & Alternatives 2 4 8 4 $2,864
4E . Community Workshops & Newsletter 8 $250 $1,962
4F . Workshops (multiple)$0
4G . Prepare Preferred Alternative $0
5 .Policy Document 8 24 32 4 24 $0 $14,488';
5A . Admin Draft Goals & Policies Report 2 12 16 $5,39 6
5B . Land Use Diagram $0
5C . Circulation Diagram 2 4 4 24 $4,12 4
5D . Community Workshops $0
5E . Fiscal Analysis of Preferred Alternative 2 4 16 $3,68 4
5F. Public Review Draft Policy Document 2 4 $1,28 4
5G . Workshops (multiple)$0
6 . EIR
6A . NOP Distribution
0 0 0 0`u 0f!!/!j/r///!MIM0!!!Z!!!!!!l!!~r//lAfeZZfd/I.J°$0'
,,$0
6B . PC Scoping Session !!/!!f!!!!!/f!!!!!!j~!!!!1f!/f!!I•/~r`6C . Admin Draft EIR /f/~ff/./f~/f!/!f/!/A~l!/.l ,l//
6D . Public Review Draft EIR ///!/!/!/!/!/!!!/!!!//!!//!l/!//Y/!//fl1llf:~0 0
.
$07. Public Hearing s
7A . Newsletter - Draft GP and DEIR
0 0 0 $0
$0
7B . Community Workshops $0
7C . General Plan Task Force $0
7D . Advisory Body Hearings $0
7E . Planning Commission Hearings $0
7F . City Council Hearings
12 $0
$0
8 . Final Documents and Adoption
8A . DEIS Comment Responses
2 4 0 0
//0//tff/f//////!///!/j1lj`/////~R//!!!////~F''
$3;0084
8B . Prepare Final EIR /!,//f!lliMe'0//, lj/,tillt~!/rt~/!l!llli ll~//
8C. Final General Plan Documents 2 4 12 $3,084
8D . Adoption Hearings - CC $0
$0Project Management 1 Coordinatio n
Total hours / units
Billing rates
96 124 259 254 84
$214 $214 $150 $140 '$9 5
Subtotals $20,544 $26,536 $38,850 $35,560 $7,98 0
Labor Total $129,470
Direct Expense Subtotals $19,750
GENERAL PLAN TOTAL (Technical Staff +Expenses)$149,220
ks
PH2-3 8
Table A-1
General Plan Budget
Tasks
Applied Development
Labor Costs (by Hours)
Economics
Direc t
Ex p enses Subtotal
Labor
UrbanGree n
Direct
Ex p enses Subtota l
Task
Mana .e r
Task Senior Suppor t
Mana.er Staff Staff
echnical Work
1 .Program initiatio n
1A . Initiate Program
8 8 0 $0 $2,480
$0
0 $0 $0
$0
1B . Work Plan Detail 8 8 $2,480 $0
IC . Study Session $0 $0
1D. Land Use Database $0 $0
1E . Base Maps $0 $0
IF . Website & Social Media $0 $0
1G . Newsletter - Initiation $0 $0
1H . Community Workshops
12
$0
$36,490 24 $300
$0
$5,700?;2. Background Repor t
2A. Hire Interns
90 140 $1,000
$0 $0
2B . Admin Draft Background Report 90 140 12 $1,000 $36,490 $0
2C . Survey $0 $0
2D . Interviews $0 $0
2E . Transportation Model Mod $0 $0
2F . Public Review Draft Background Report $0 $0
2G . Community Workshop $0 24 $300 $5,70 0
2H . Newsletter - Background Report
0 0 0
$0
24 $300'.
$0
$5.70 03. Issues, Opportunities and Vision
3A . Issues and Opportunities Summary
$0,,$0
r $0
3B . Community Workshops $0 24 $300 $5,70 0
3C . PC Study Session
8 $500
$0
24 $0
$0
$5.400 ;4 . Alternatives Report
4A . Develop Policy & Land Use Alternatives
60 76 $21,828 '
$0 24 $5,400
4B . Evaluate Growth Alternatives 44 60 $500 $16 .300 $0
4C . Admin Draft Issues & Alternatives 16 16 8 $5,520 $0
4D . Public Draft Issues & Alternatives $0 $0
4E . Community Workshops & Newsletter $0 $0
4F . Workshops (multiple)$0 $0
4G . Prepare Preferred Alternative
24 $1,000
$0
$18,800,"16 $0',
$0
$3,6005. Policy Documen t
5A. Admin Draft Goals & Policies Report
80 8
$0 16 $3,600
5B. Land Use Diagram $0 $0
5C . Circulation Diagram $0 $0
5D . Community Workshops $0 $0
5E . Fiscal Analysis of Preferred Alternative 80 24 8 $1,000 $18,800 $0
5F . Public Review Draft Policy Document $0 $0
5G . Workshops (multiple)$0 $0
$06. EI R
6A . NOP Distribution
0 0`0
fAj/~j~frZ07l~9'AfAiflft/.,r/jJr$00 $0y/`~r//~rlill•!'/7ZA07jL~/rVl•ri/J/.i/flj,5/!/`~0~ry~r~.$$00~r~~
6B . PC Scoping Session fA'a.../!//A~f~fyfffffffffA~7.`fa f/ffZM.07llf.1jl%y~///r ~jy//!f
6C . Admin Draft EIR WO/y ir ff fffffl~/iff/J ~~6D . Public Review Draft EIR E/JY/f//fffff///f1`IJ{/f//f///rj:f/~ffll/ff/f!I!i//f1l`•
$0 $0 0 $0 $07.Public Hearing s
7A . Newsletter - Draft GP and DEIR
0 0 0
$0 $0
7B . Community Workshops • $$0
7C . General Plan Task Force 0 $0
7D . Advisory Body Hearings $0 $0
7E . Planning Commission Hearings $0 $0
7F . City Council Hearings $0
0 $0
$0
8 . Final Documents and Adoption
8A . DEIS Comment Responses /0 0 ~
0
r~~fflfjfffff/ff/fffflffffrfffftffi :Itffff/17 7ff/f`~$0 ~~r $~0~~a ~t$0
8B . Prepare Final EIR f//J///'//f//f/////N//f/ffjY///i
.''•f////J//•//%
.!~~~Ir
8C . Final General Plan Documents $0 $0
8D . Adoption Hearings - CC $0
$0
$0
Project Management /Coordinatio n
Total hours / units
Billing rates
238 248 2 8
$175 ■$135 ?$70
8 8
$22 5
$19,80 0Subtotals$41,650 $33,480 $1,960
$19,80 0Labor Total $77,098
Direct Expense Subtotals $2,500 $600
GENERAL PLAN TOTAL (Technical Staff + Expenses)$79,598 $20,400
PH2 -3 9
Table A-1
General Plan Budget
Task s
Technical Work
Flint Strategies
Subtotal
Labor
Cal Poly SLO
Direct
Ex p enses Subtotal
TEAM
TOTA L
Labor Costs (by Hours)
Direc t
Ex p ense s
Task Associate SupportMana.er Staff Staff
Student
Intern
1 .Program Initiatio n
IA . Initiate Program
86 118 80 $11,800 $32,870
$0
120 $0 $2,16 0
$0
$81,096
$0
1B . Work Plan Detail 6 $840 $0 $14,664
1C . Study Session $0 $0 $7,9201D. Land Use Database $0 120 $2,160 $3,960
1E . Base Maps $0 $0 $1,800IF. Website & Social Media 48 100 36 $6,000 $19,832 $0 $27,592
1G . Newsletter- Initiation 8 8 8 $300 $2,076 $0 $4,71 6
1H . Community Workshop s
2 . Background Report
24 10 36
52 18 44
$5,50 0
$13,840
$10,122 $0 $21,044
2A . Hire Interns
$23.03 8
$0
240
120
$0 $4,320
$2,160
,$290,7244 .
$8,260
2B . Admin Draft Background Report $0 120 $2,160 $166,8542C. Survey 20 $12,540 $15,340 $0 $16,8402D. Interviews $0 $0 $14,160
2E . Transportation Model Mod $0 $0 $16,33 62F. Public Review Draft Background Report $0 $0 $38,06 42G. Community Workshop 24 10 36 $1,000 $5,622 $0 $23,86 4
2H . Newsletter - Background Repor t
3. Issues, Opportunities Visionand
8 8 8 $300 $2,076 $0 $6,346
3A. Issues and Opportunities Summary
1 024 36 $1,00Q ='$5.62 2
$0
120
120
$0 $2,160
$2,160
$55,270 -
$26,78 8
3B . Community Workshops 24 10 36 $1,000 $5,622 $0 $17,24 2
3C . PC Study Session
4. Alternatives Report 30 10
$0 $0 $11,24 0
4A. Develop Policy & Land Use Alternatives
36 $1,000 $6.462 ';
$0
80
80
$0 $1,440
$1,440
$168,69 8
$30,02 0
4B . Evaluate Growth Alternatives $0 $0 $61,63 2
4C . Admin Draft Issues & Alternatives $0 $0 $33,67 0
4D . Public Draft Issues & Alternatives $0 $0 $9,32 4
4E . Community Workshops & Newsletter 24 10 36 $1,000 $5,622 $0 $14,40 44F. Workshops (multiple)6 $840 $0 $12,48 0
4G . Prepare Preferred Alternative
5.Policy Document 30 10 36
$0 $0 $7,16 0
5A. Admin Draft Goals & Policies Report
$1 .000 $6,462
$0
$0 $0
$0
$129,950 _!.
$44,09 6
5B . Land Use Diagram $0 $0 $13,20 0
5C . Circulation Diagram $0 $0 $5,92 4
5D . Community Workshops 24 10 36 $1,000 $5,622 $0 $13,60 2
5E . Fiscal Analysis of Preferred Alternative $0 $0 $24,96 4
5F . Public Review Draft Policy Document $0 $0 $15,48 4
5G . Workshops (multiple )
6. EIR
6 $840 $0 $12,68 0
6A. NOP Distribution
0 0 07`ff`/fff~,/Z//ffJ'`ilreffllflffsl/3l///Z1IIrr//ir/AIrAfs:~$00r $0~r ~~`~r 0 ~r~~r~j$0 ~$0~:;~r ter ; $0
68 . PC Scoping Session UMW'f~f/f~f111/ff~~~rfl f6C. Admin Draft EIR Il//~Ill/~/~///lfl.M.4'.JiAY/~/f~li il""'1r,6D. Public Review Draft EI R
7.Public. Hearings ,,r////i///,,y////,, ,•,,,38 28 40 //,//,rf/,sf//lass .$5,300 $13,12Q 0 $0 $0 $31,480
7A . Newsletter - Draft GP and DEIR 8 8 4 $300 $2,008 $0 $4,14 87B. Community Workshops 24 20 36 $5,000 $10,272 $0 $17,692
7C . General Plan Task Force $0 $0 $1,400
7D . Advisory Body Hearings 6 $840 $0 $2,240
7E . Planning Commission Hearings $0 $0 $3,400
7F . City Council Hearings $0 $0 $3,600
8 . Final Documents Adoptionand $0012'x22`6'$3 .844~~0 $0 th $0 $24,468
8A . DEIS Comment Responses rA,/f'':/ZZ ff1r,dI Z/0f/flfKff.~is/fft'AWYlfNfe./l,/A s8B. Prepare Final EIR %//!l///lir////'/!//////.+Y/..T////////////.Ia'///fSrW//KI '8C . Final General Plan Documents 24 12 $3,564 $0 $19,5488D. Adoption Hearings - CC 2 $280 $0 $4,920
Project Management I Coordination $0
Total hours / units 286 194 284 560
Billing rates ]$140 :$65 1 $17 $1 8
Subtotals $40,040 $12,610 $4,828 $10,080
Labor Total $57,478 $10,080
Direct Expense Subtotals $33,940 $0
GENERAL PLAN TOTAL (Technical Staff +Expenses)$91,418 $10,080 $861,461
CONTINGENCY (3)$17,962
UPDATE BUDGET GRAND TOTAL $879,42 3
PH2 -4 0
Table A-2
Environmental Impact Report (EIR) Budget
Matrix Design Grou p
Labor Costs (by Hours)
Tasks
Task Senior Associate Support
Princi•aI Manager Staff Staff Staff
Direct
Expenses Subtota l
Technical Work
1 .Program Initiation 0 0 0 0 0 $0 $0
1A . Initiate Program $0
1B . Work Plan Detail $0
IC . Joint Study Session $0
1D . Land Use Database $0
1E . Base Maps $0
IF . Website & Social Media $0
1G . Newsletter - Initiation $0
1H . Community Workshops $0
2. Background Report 0 0 0 0 0 $0 $0
2A. Hire Interns $0
2B . Admin Draft Background Report $0
2C . Survey $0
2D . Interviews $0
2E . Transportation Model Mod $0
2F . Public Review Draft Background Report $0
2G . Community Workshop $0
2H . Newsletter - Background Report $0
3. Issues, Opportunities and Vision 0 0 0 0 0 $0 $0
3A . Issues and Opportunities Summary $0
3B . Community Workshops $0
3C . Joint CC/ PC Study Session $0
4. Alternatives Report 0 0 .0 0 0 $0 $0
4A . Develop Policy & Land Use Alternatives $0
4B . Evaluate Growth Alternatives $0
4C . Admin Draft Issues & Alternatives $0
4D . Public Draft Issues & Alternatives $0
4E . Community Workshops & Newsletter $0
4F. Workshops (multiple)$0
4G. Prepare Preferred Alternative $0
5 . Policy Document 0 0 0 0 0 $0 $0
5A . Admin Draft Goals & Policies Report $0
5B . Land Use Diagram $0
5C . Mobility Diagram $0
5D. Community Workshops $0
5E . Fiscal Analysis of Preferred Alternative $0
5F . Public Review Draft Policy Document $0
5G . Workshops (multiple)$0
6 . EIR 0 0 0 0 0 $0 $0
6A . NOP Distribution $0
6B . PC Scoping Session $0
6C. Admin Draft EIR $0
6D. Public Review Draft EIR $0
7,Public Hearings 0 0 0 0 0 $0 $0
7A. Newsletter - Draft GP and DEIR $0
7B . Community Workshops $0
7C . General Plan Task Force $0
7D . Advisory Body Hearings $0
7E . Planning Commission Hearings $0
7F . City Council Hearings $0
8. Final Documents and Adoption 0 0 0 0 A $0 $0
8A. DEIS Comment Responses $0
8B. Prepare Final EIR $0
8C . Final General Plan Documents $0
8D . Adoption Hearings - CC $0
Project Management,QAIQC 38 130 50 $28,780
Total hours / units 38 130 0 0 5 0
$185 $150 $130 $90 '$4 5Billing rate s
Subtotals $7,030 $19,500 $0 $0 $2,25 0
Labor Total $28,780
Direct Expense Subtotals $0
PROGRAM EIR TOTAL (Technical Staff + Expenses),,<a :~'n ,,~•$28,780
Notes :
11 This reoresents a total cost based on the scone of work oresented in Exhibit A .
2)The distribution of hours between firms,staff categories and tasks are an estimate.While
the total costs will not change,the distribution of hours/costs may vary depending on actual
execution .
3)Contingency funds can only be used with written authorization from the City's Project
Manager.
PH2 - 4 1
Table A-2
Environmental Impact Report (EIR) Budget
Oliveira /Sage
Labor Costs (by Hours )
Tasks
Task Senior Associate Suppor t
Princi .al Mana•er Staff Staff Staff
Direct
Ex p enses Subtota l
echnical Wor k
1 .Program Initiation 0 0 0 0 0 $0 $0
1A . Initiate Program $0
1B . Work Plan Detail $0
1C . Joint Study Session $0
1D . Land Use Database $0
1E . Base Maps $0
IF. Website & Social Media $0
1G . Newsletter - Initiation $0
1H . Community Workshops $0
2 . Background Report 44 32 52 86 64 $0 $24,730
2A . Hire Interns $0
2B . Admin Draft Background Report 44 32 52 86 64 $24,73 0
2C. Survey $0
2D . Interviews $0
2E . Transportation Model Mod $0
2F . Public Review Draft Background Report $0
2G . Community Workshop $0
2H . Newsletter - Background Report $0
3. Issues, Opportunities and Vision 0 0 0 0 0 $0 $0
3A. Issues and Opportunities Summary $0
3B. Community Workshops $0
3C . Joint CC/ PC Study Session $0
4.Alternatives Report 0 0 0 0 0 $0 $0
4A . Develop Policy & Land Use Alternatives $0
4B . Evaluate Growth Alternatives $0
4C . Admin Draft Issues & Alternatives $0
4D . Public Draft Issues & Alternatives $0
4E . Community Workshops & Newsletter $0
4F. Workshops (multiple)$0
4G . Prepare Preferred Alternative $0
5 . Policy Document 0 0 0 0 0 $0 $0
5A . Admin Draft Goals & Policies Report $0
5B . Land Use Diagram $0
5C. Mobility Diagram $0
5D . Community Workshops $0
5E . Fiscal Analysis of Preferred Alternative $0
5F . Public Review Draft Policy Document $0
5G . Workshops (multiple)$0
8. EIR 150 96 175 484 102 $10,350 $99,695
6A. NOP Distribution 8 4 $1,46 0
6B. PC Scoping Session 4 6 0 $1,19 0
6C . Admin Draft EIR 118 62 175 430 80 $75,955
6D . Public Review Draft EIR 20 24 54 22 $10,350 $21,090
7.Public Hearings 50 68 0 35 0 $0 $16,695
7A . Newsletter - Draft GP and DEIR $0
7B . Community Workshops 50 68 35 $16,695
7C . General Plan Task Force $0
7D . Advisory Body Hearings $0
7E. Planning Commission Hearings $0
7F . City Council Hearings $0
8 . Final Documents and Adoption 53 67 92 156 16 $0 $35,81 0
8A . DEIS Comment Responses 32 24 32 48 $13,40 0
8B . Prepare Final EIR 21 43 60 108 16 $22,41 0
8C . Final General Plan Documents $0
8D . Adoption Hearings - CC $0
Project Management, QAIQC 0 80 0 0 $9,20 0
Total hours /unit s
Billing rates ---
297 343 319 761 182
$125 $115 $95'`$75'$65
Subtotals $37,125 $39,445 $30,305 $57,075 $11,830
Labor Total $175,78 0
Direct Expense Subtotals $10,35 0
PROGRAM EIR TOTAL (Technical Staff + Expenses);,ate+ tw ;.:.x -$186,130
PH2 -4 2
Table A-2
Environmental Impact Report (EIR) Budget
Ascent
Labor Costs b Hours
Tasks
Task Senior Associate Support
Princi•al Mana .er Staff Staff Staff
Direct
Ex•enses Subtota l
Technical Work
1 . Program Initiation 0 0 0 0 0 $0 $0
1A . Initiate Program $0
1B . Work Plan Detail $0
IC . Joint Study Session $0
1D . Land Use Database $0
1E. Base Maps $0
1 F . Website & Social Media $0
1G . Newsletter - Initiation $0
1H . Community Workshops $0
2. Background Report 2 l3 15 60 5 $0 $8,730
2A . Hire Interns $0
2B . Admin Draft Background Report 2 8 15 60 5 $8,730
2C . Survey $0
2D . Interviews $0
2E . Transportation Model Mod $0
2F . Public Review Draft Background Report $0
2G. Community Workshop $0
2H . Newsletter - Background Report $0
3 . Issues, Opportunities and Vision 0 0 0 0 0 $0 $0
3A . Issues and Opportunities Summary $0
3B . Community Workshops $0
3C . Joint CC/ PC Study Session $0
4 . Alternatives Report 0 0 0 0 0 $0 $0
4A . Develop Policy & Land Use Alternatives $0
4B . Evaluate Growth Alternatives $0
4C . Admin Draft Issues & Alternatives $0
4D . Public Draft Issues & Alternatives $0
4E . Community Workshops & Newsletter $0
4F. Workshops (multiple)$0
4G. Prepare Preferred Alternative $0
5 . Policy Document 0 0 0 0 0 $0 $0
5A . Admin Draft Goals & Policies Report $0
5B . Land Use Diagram $0
5C . Mobility Diagram $0
5D . Community Workshops $0
5E . Fiscal Analysis of Preferred Alternative $0
5F. Public Review Draft Policy Document $0
5G. Workshops (multiple)$0
6 . EIR 8 18 52 145 5 $0 $22,865
6A . NOP Distribution 0 $0
6B . PC Scoping Session 2 0 $390
6C . Admin Draft EIR 3 10 40 120 5 $17,28 5
6D . Public Review Draft EIR 3 8 12 25 0 $5,190
7 .Public Hearings 0 0 0 0 0 $0 $0
7A . Newsletter - Draft GP and DEIR $0
7B . Community Workshops $0
7C . General Plan Task Force $0
7D . Advisory Body Hearings $0
7E . Planning Commission Hearings $0
7F. City Council Hearings $0
8 . Final Documents and Adoption 4 8 15 25 0 $0 $5,745
8A . DEIS Comment Responses 2 3 5 10 $2,230
8B . Prepare Final EIR 2 5 10 15 $3,51 5
8C . Final General Plan Documents $0
8D . Adoption Hearings - CC $0
Project Management,QA/QC $0
Total hours / units
Billing rates
14 34 82 230 1 0
$195 $130 $120 '$85 $8 0
Subtotals $2,730 $4,420 $9,840 $19,550 $800
Labor Total $37,34 0
Direct Expense Subtotals $0
PROGRAM EIR TOTAL (Technical Staff + Expenses)$37,340
PH2 - 4 3
Table A-2
Environmental Impact Report (EIR) Budge t
Tasks
Kittelson & Associates
Labor Costs (by Hours)
Direct
Expenses Subtotal
TEAM
TOTA L
Task Senior Associate Support
Princi .al Mana .er Staff Staff Staff
Technical Wor k
1 .Program Initiation 0 0 0 0 0 $0 $0 $0
1A . Initiate Program $0 $0
1 B . Work Plan Detail $0 $0
IC . Joint Study Session $0 $0
ID. Land Use Database $0 $0
1E . Base Maps $0 $0
IF . Website & Social Media $0 $0
1G . Newsletter - Initiation $0 $0
1H . Community Workshops $0 $0
2. Background Report 0 0 0 0 0 $0 $0 $33,46 0
2A. Hire Interns $0 $0
2B . Admin Draft Background Report $0 $33,46 0
2C . Survey $0 $0
2D . Interviews $0 $0
2E . Transportation Model Mod $0 $0
2F . Public Review Draft Background Report $0 $0
2G . Community Workshop $0 $0
2H . Newsletter - Background Report $0 $0
3. Issues, Opportunities and Vision 0 0 0 0 0 $0 $0 $0
3A. Issues and Opportunities Summary $0 $0
3B. Community Workshops $0 $0
3C . Joint CC/ PC Study Session $0 $0
4. Alternatives Report 0 0 0 0 0 $0 $0 $0
4A . Develop Policy & Land Use Alternatives $0 $0
4B . Evaluate Growth Alternatives $0 $0
4C . Admin Draft Issues & Altematives $0 $0
4D . Public Draft Issues & Alternatives $0 $0
4E . Community Workshops & Newsletter $0 $0
4F. Workshops (multiple)$0 $0
4G. Prepare Preferred Alternative $0 $0
5. Policy Document 0 0 0 0 0 $0 $0 $0
5A . Admin Draft Goals & Policies Report $0 $0
5B . Land Use Diagram $0 $0
5C . Mobility Diagram $0 $0
5D . Community Workshops $0 $0
5E . Fiscal Analysis of Preferred Alternative $0 $0
5F . Public Review Draft Policy Document $0 $0
5G . Workshops (multiple)$0 $0
6 . EIR 9 24 67 60 8 $0 $26,272 $148,832
6A . NOP Distribution $0 $1,46 0
6B . PC Scoping Session $0 $1,58 0
6C. Admin Draft EIR 7 20 59 60 8 $23,788 $117,02 8
6D. Public Review Draft EIR 2 4 8 $2,484 $28,76 4
7 .Public Hearings 0 0 0 0 0 $0 $0 $16,69 5
7A. Newsletter - Draft GP and DEIR $0 $0
78 . Community Workshops $0 $16,69 5
7C . General Plan Task Force $0 $0
7D . Advisory Body Hearings $0 $0
7E . Planning Commission Hearings $0 $0
7F . City Council Hearings $0 $0
8 . Final Documents and Adoption 6 18 40 0 0 $0 $11,136 $52,69 1
8A . DEIS Comment Responses 2 4 16 $3,684 $19,31 4
8B . Prepare Final EIR 4 14 24 $7,452 $33,37 7
8C . Final General Plan Documents $0 $0
8D . Adoption Hearings - CC $0 $0
Project Management, QNQC $0 $37,98 0
Total hours /unit s
Billing rates
15 42 107 60 8
$214 $214 $150 $140 $9 5
Subtotals $3,210 $8,988 $16,050 $8,400 $76 0
Labor Total $37,408
Direct Expense Subtotals $0
PROGRAM EIR TOTAL (Technical Staff + Expenses)$37,408 $289,658
CONTINGENCY (3)$8,363
EIR BUDGET TOTAL $298,021
PH2 - 4 4
Please see the next page .
City of San Luis Obispo
Specification No . 91138
Exhibit B
TECHNICAL SCOPE OF WOR K
Inside Exhibit B ...
Task 2 .B Administrative Background Report B-1
Task 2E .Transportation Model Modification (KA) B-1 6
Task 4B .Evaluate Land Use and Circulation Alternatives (ALL) B-1 8
Task 6 .C .Administrative Draft Environmental Impact Report (DEC) B-2 0
This Exhibit describes the technical details and further clarification for several of the tasks in the Scope of Wor k
(SOW) included as Exhibit A of this contract . If task number is called out in this exhibit, it is referring to th e
matching task number it supports in the SOW (Exhibit A).
Initials in parenthesis following each task heading identify the firm(s) that will take a lead role for that work ;
however, Matrix Design Group (MDG) and Mintier Harnish (MH) will provide oversight on all tasks .
MH/MDG :
Mintier Harnish/Matrix Design Grou p
KA :
Kittelson & Associates, Inc . (formerly known as Dowling Associates )
ADE :
Applied Development Economic s
FL :
Flint Strategie s
UG :
Urban Gree n
OEC :
Oliveira Environmental Consulting (Team )
ALL :
All Consultant s
In this Exhibit, the word "Consultants" refers to all of the members of the Consultant Team assembled for thi s
project. The term "General Plan Team" refers to the City staff and Consultants, collectively .
Task 2 .8 Administrative Background Repor t
The following summary provides the detailed contents of the Background Report that the Consultant will prepar e
as part of Task 2 .B as identified in Exhibit A .
It should be noted that we have included a comprehensive list of topics to include the Background Report, despit e
the focus of this Update being the Land Use and Circulation Elements . There are two main reasons for this . First ,
as described in our approach and work program, the Background Report will also provide the existing setting
information for the Program Environmental Impact Report (EIR). Second, land use and transportation are broa d
topics that are influenced and impacted by other areas . By conducting this level of research at the beginning of th e
process we can help ensure that all the critical issues facing the City are identified early and addressed throughout
the process .
Technical Scope of Work
San Luis Obispo General Plan Update
Page B-1
PH2 - 46
City of San Luis Obisp o
Specification No. 9113 8
INTRODUCTION (MH/MDG )
The Introduction will include discussions of San Luis Obispo's regional setting, the General Plan Updat e
Planning Area boundary, and the organization and purpose of the Background Report .
LAND USE (MH/MDG )
The Consultants will analyze existing land use patterns, design and development issues, and review local an d
regional land use plans and policies for relevance to the city and the General Plan Update . This analysis wil l
include a review and summary of the following information :
Land Use, Development Trends and Development Capacit y
The Consultants will describe the physical setting, regional context, and history of urban growth in the Plannin g
Area . This section will focus on past and projected development, infill, and redevelopment trends . The
Consultants will summarize existing land use information (e .g ., residential, non-residential, open space, an d
vacant acreage, number of dwelling units, non-residential square footage, vacant land acreage) and calculat e
holding capacity and build out of the existing General Plan, with particular attention on how various infill an d
densification opportunities might be used to preserve, strengthen or improve the potential for walkabl e
neighborhoods, reduced vehicle trips, general livability, and the character of future development . Also describe d
and analyzed to determine growth capacity will be the specific plan areas that contain the majority of th e
remaining areas for growth, including the Margarita Area, Broad Street and Orcutt Area Specific Plans .
The Airport Area Specific Plan will be analyzed as well, including issues associated with airport safety zones tha t
may affect the city's ability to add infill development in the area as well as other areas in the southern part of th e
City, and the opportunities for new and different uses not presently contemplated in the specific plan .
Neighborhood Wellness, Neighborhood Boundary Mapping and Nightlife Public Safety Assessmen t
Working with the City staff, the Consultants will incorporate and describe recent neighborhood wellnes s
initiatives and neighborhood identity mapping efforts into the background report . Similarly, the city's existin g
nightlife public safety assessment that identifies the type, density and capacity of various types of alcohol an d
late-night entertainment establishments will be described . Cumulatively, these efforts provide an overview of th e
City's programs and initiatives that promote neighborhood identity, safety and preservation .
Local Planning Tools and Policie s
The Consultants will describe existing General Plan policies, land use designations and the land use diagram .
Existing specific plans, master plans, redevelopment, historical preservation and other plans, including the Sout h
Broad Street Corridor Plan, will be reviewed, analyzed and described . Other regulatory tools available to the cit y
will be described, such as zoning and subdivision regulations, building codes and other pertinent regulations i n
the San Luis Obispo Municipal Code . The Consultants will identify issues or gaps in the entitlement process tha t
may pose challenges for desirable development . General Plans of surrounding jurisdictions (e .g . San Luis Obispo
County) will be summarized and potential conflicts and opportunities identified .
Regional Planning Influence s
The Consultants will describe the Local Agency Formation Commission, the City Sphere of Influence, and othe r
agency and organization regional plans that affect San Luis Obispo . These SOI areas will be evaluated for thei r
development potential . Moreover, policies such as the Regional Blueprint,and others that guide development of a
Sustainable Communities Strategy in collaboration with the San Luis Obispo County Council of Government s
(SLOCOG) will be described .
Technical Scope of Work
San Luis Obispo General Plan Update
Page B-2
PH2 -47
City of San Luis Obisp o
Specification No. 9113 8
URBAN FORM AND DESIGN (MH/MDG/UG )
The Consultants will analyze the elements that define the existing built environment, historic character, and urba n
design features that uniquely identify San Luis Obispo . The section will include maps, graphics, and photos as
appropriate in order to communicate the varying types of development that make up the city and, in particular ,
how that development shapes the public realm and contributes to the variety of neighborhoods and memorabl e
places . This analysis will include a review and summary of the following topics :
City Context and Identity
This section will include a description of the physical setting, regional context, and history of urban growth in th e
city . This will also include a discussion of the characteristics that define the city's identity, including the overal l
built form, the vehicular and non-vehicular circulation system, region-serving amenities, and open space areas .
Urban Design Feature s
This section will include a discussion of the city's natural and built features, particularly those that are integral t o
the city's identity, sense of place, and community character . This will provide an understanding of the desig n
characteristics of the city and provide a starting point for community members to prioritize urban form issues tha t
can be addressed in the Land Use Element policies of the updated General Plan . Specifically, these urban desig n
features can include :
■Built features that community members uniquely identify with San Luis Obispo, such a s
city/neighborhood gateways, landmarks that help people orient themselves, and nodes of activity withi n
the community .
■Natural features that define the city's edges and provide recreational opportunities such as scenic views ,
parks, open space, and hillside areas .
■Networks and connectivity between the city and its surroundings and within itself, such as typical stree t
patterns, non-automotive networks, pedestrian and bicycle facilities and trails, and other open spac e
elements that form or provide a circulation framework .
Urban Form Analysi s
In conjunction with the neighborhood wellness and mapping efforts described in the Land Use chapter, thi s
section will include an overview of residential neighborhoods, districts, and corridors . Neighborhoods, districts ,
and corridors are the building blocks of the city . By developing an understanding of the city's existing built form ,
we can work with community members during the planning process to develop goals, policies, and programs tha t
strengthen existing neighborhoods, promote neighborhood wellness, and provide guidance for enhancements tha t
future development can deliver .
City Design Policies
This section will include a summary of policies contained in existing City planning documents that are intended t o
shape the built environment .
DEMOGRAPHIC, ECONOMIC, AND FISCAL CONDITIONS (ADE )
The Consultants will prepare an overview of the demographic and economic conditions and trends in San Lui s
Obispo . We understand the City has just embarked on an economic strategic plan process and the SLO Economi c
Vitality Commission has recently completed a countywide economic strategic plan . In addition, SLOCOG ha s
prepared long range regional forecasts and has been closely involved with the California Interregional Blueprin t
process and substantial economic data is available from that process . We anticipate adapting data from these
efforts to provide a background economic conditions analysis for the General Plan . All of the regional analysi s
would be distilled to the City level to provide relevant analysis for the City planning effort . In addition, the
Technical Scope of Work
San Luis Obispo General Plan Update
Page B-3
PH2 - 48
City of San Luis Obisp o
Specification No . 91138
Consultants would provide local data where needed to support the General Plan Update process . The economi c
conditions background analysis would address the following issues :
■Countywide economic trends and City economic bas e
■Labor force and housing characteristic s
■Taxable sales trends and retail deman d
■Emerging economic growth opportunities such as the green econom y
■Economic projection s
The Consultants will prepare a fiscal impact analysis that correlates the existing land-use pattern to the revenue s
and costs included in the existing city budget . The analysis will incorporate details of land-use type, density, an d
location that will help provide perspective on the impacts of the future land-use alternatives for the general plan .
A fiscal model will be developed through analysis of the city budget, existing land-use data, and discussions wit h
the city department officials regarding existing and planned service levels . Existing service areas and capacitie s
will be addressed and issues related to the size, location and density of development would be evaluated . For
example, development in the central portion of the city may have different service impacts than development i n
outlying areas . The Background Report will be written to provide information to the public about how City
services and facilities are funded to aid them in considering how future land use decisions may affect Cit y
finances .
HOUSING (MH )
The Consultants will incorporate information from the 2010 Housing Element into the Background Report .
LAND USE AND CIRCULATION—GENERAL (MH/MDG,KA )
The Consultants will analyze existing circulation patterns, design and development issues, and review local an d
regional plans and policies for relevance to the city and the General Plan Update . For the development o f
alternatives, land use and circulation alternatives will be given equal standing in development . While each wil l
need to support the other, the circulation alternatives will not just be a derivative of the development of land us e
alternatives . This analysis will include a review and summary of the following information as part of th e
Background Report .
Circulation, Development Trends and Capacit y
The Consultants will describe the physical setting, regional context, and history of urban growth in the Plannin g
Area . This section will focus on past and projected development, infill and redevelopment trends . Th e
Consultants will summarize existing circulation facilities and calculate capacity and build out of the existin g
General Plan, with particular attention on how various infill and densification might affect the City's circulatio n
systems . Also described and analyzed to determine growth capacity will be the Prado Road interchange, th e
Buckley bypass, and circulation systems identified in specific plan areas that contain the majority of th e
remaining areas for growth, including the Margarita Area, Airport Area and Orcutt Area Specific Plans .
Neighborhood Wellness, Neighborhood Boundary Mapping and Nightlife Public Safety Assessmen t
Working with the City staff, the Consultants will incorporate and describe recent and proposed neighborhoo d
traffic management efforts into the Background Report .
Technical Scope of Work
San Luis Obispo General Plan Update
Page B-4
PH2 - 49
City of San Luis Obisp o
Specification No. 9113 8
Local Circulation Planning Tools and Policie s
The Consultants will describe existing General Plan policies, street classifications and the circulation systems .
Existing plans including the South Broad Street Corridor Plan, Short Range Transit Plan, Bicycle Transportatio n
Plan, Highway 1 Major Investment Study, the City's annual traffic safety report and bi-annual traffic operation s
report will be reviewed, analyzed and described . Other regulatory tools available to the City will be described ,
such as engineering standards, neighborhood traffic management program and other pertinent regulations in th e
San Luis Obispo Municipal Code . The Consultants will identify issues or gaps in the entitlement process tha t
may pose challenges for desirable development . General Plans of surrounding jurisdictions (e .g . San Luis Obispo
County) will be summarized and potential conflicts and opportunities identified .
Regional Planning Influence s
The Consultants will describe the San Luis Obispo County Council of Governments (SLOCOG) and other agenc y
and organization regional plans that affect San Luis Obispo .
URBAN FORM AND DESIGN (MH/MDG/UG )
The Consultants will analyze the elements that define the existing built environment including Highway 101 an d
the railroad corridor, historic character, and circulation features that uniquely identify San Luis Obispo . The
section will include maps, graphics, and photos as appropriate in order to communicate what makes up the cit y
and, in particular, how these features help shape the City's neighborhoods and memorable places .
City Context and Identity
This section will include a description of the physical setting, regional context, and history of urban growth in th e
city . This will also include a discussion of the characteristics that define the city's identity, including the overal l
built form, the vehicular and non-vehicular circulation system, region-serving amenities, and open space areas .
CIRCULATION (KA )
The consultants will summarize existing transportation resources, constraints, deficiencies, and operatin g
conditions in City of San Luis Obispo . Key topics to be covered include existing roadway facilities, safety, traffi c
level-of-service at key intersections and roadway segments, the new 2010 Highway Capacity Manual multi-moda l
level-of-service procedure along key roadway segments that exhibit complete streets characteristics, current City
transportation policies/programs and the operative legislative framework under which this circulation element
update will be developed . The Consultants will describe the current status of and the future needs of the followin g
City-wide transportation sub-systems :
■Roadways, including roadways of all functional classifications and designations ;
■Transit services (Local and Regional Services);
■Railway facilities ;
■Bikeway facilities (Class I — III);
■Pedestrian facilities — specifically the downtown pedestrian network ;
■Aviation facilities ;
■Goods movement — truck, rail, and air freight ;
■Transportation coordination with land use ;
■Transportation demand management ;
Technical Scope of Work
San Luis Obispo General Plan Update
Page B-5
PH2 - 50
City ofSan Luis Obisp o
Specification No . 9113 8
■Transportation system management ; an d
■Costs and revenues for major roadway and transportation improvement s
Traffic Count Inventory Evaluatio n
In consultation with City staff, Caltrans and SLOCOG, the Consultants will consolidate all existing traffic coun t
data and stratify this inventory by : count source (e .g ., local agency program, traffic impact study, SLOCOG trave l
model validation count, Highway Performance Monitoring System data, Caltrans Trend Station and/or Contro l
Station, etc .); facility type (segment count by functional classification, turning movement count by intersection
control type); and, by age of last count (i .e ., counts less or greater than two years old). In coordination with th e
City, the Consultants will identify new data collection needs that, when combined with "usable" existing counts ,
can properly reflect the existing condition of the City's transportation infrastructure . For consistency and tren d
assessments, count data necessary to reanalyze all 63 local City roadways identified in Appendix E of the 199 4
Circulation Element will be ascertained . Per the City's direction, additional roadways may be added to this list ;
however a like number will need to be dropped from the analysis to keep the number of analyzed roadways
reasonable .
For the state highway system, the Consultants will use the most recent published traffic volume data fro m
Caltrans for all applicable state facilities (US101, SR-1, SR-227). Use of this published data will obviate the need
to collect new data for applicable state highway segments . The Consultants will use published peak hour volumes
or available traffic counts from Caltrans Trend and/or Control Stations to derive K and D factors (peak hour an d
directional factors) as well as seasonal and weekend adjustment factors if desired .
Additional data collection needs may also be identified by the City for future validation updates to the City's
traffic demand model . This may include sub-areas within the model that lack adequate count data to confir m
baseline model performance . Also, depending on the extent of model network modifications that may be desire d
as part of the circulation element update (e .g ., inclusion of City roadways not previously reflected in the mode l
network), additional counts may be desired to gauge whether the traffic model is reasonably performing withi n
these modified sub-areas of the model . The Consultants will prepare a memorandum listing the recommende d
data collection needs by location and the justification for the counts (e .g ., age of existing count, needed for mode l
validation, etc .) to City staff for review and approval . The Consultants will develop a GIS layer depicting th e
existing traffic count inventory or roadways .
Due to the housing bubble collapse in 2007 and recession that followed, traffic growth trends have stabilized o r
have trended downwards throughout the state over the past five years (2006-2011). This has allowed traffi c
counts performed as far back as five years ago to remain valid for planning purposes . The Consultants will asses s
the representativeness of inventoried traffic counts that are up to five years old to reflect baseline conditions . The
Consultants will compare existing and new count data to historical data and make adjustments to reflect weekl y
and seasonal variation if desired by the City .
Traffic Count Data Collection Need s
Based on the traffic count inventory developed, the Consultants will recommend new data collection needs . After
approval by the City staff of a data collection plan, the Consultants will administer the data collection work tas k
(data collection will be performed by a data collection firm called Quality Counts). All requisite encroachmen t
permits (City, County and Caltrans as appropriate) will be processed prior to the data collection effort . Fo r
purposes of scoping, the Consultants anticipate up to 25 3-day 24-hour continuous roadway segment hose count s
with full classification and turning movement counts for up to 40 intersection locations . Intersection dat a
collection will be performed during the AM and PM peak period by use of video . Use of video will allow
pedestrian and bicycle counts and vehicle classification to be performed . Video data reduction will provid e
requisite inputs for the Downtown Pedestrian Plan subtask and the downtown multi-modal LOS assessment pe r
Technical Scope of Work
San Luis Obispo General Plan Update
Page B-6
PH2 -51
City of San Luis Obispo
Specification No . 9113 8
the 2010 Highway Capacity Manual (HCM) using the Consultant's CompleteStreetsLOS analysis software . Th e
latter procedure requires vehicle, pedestrian, bicycle and transit bus counts as inputs .
The Consultants will develop a GIS layer showing all newly collected traffic count locations (intersections o r
roadways).
Traffic Existing Conditions Analysi s
After all traffic count data has been harvested, processed and input, the Consultants will perform the existin g
condition traffic operations analysis for state highway segment, local roadways, intersections and multi-moda l
(Complete Streets) LOS analysis on select roadways within San Luis Obispo .
For City owned roadway segments, the Consultants will collect all geometric and design information required fo r
operational analysis . Prior to performing the segment analysis, the City's adopted General Plan ADT Threshold s
will be compared relative to the new 2010 HCM planning level ADT threshold procedure and LOS stratification s
as well as the most recent FDOT ADT LOS procedure . City staff will make the determination to either retain it s
current ADT threshold or modify it based on this new information . The Consultants will determine roadway
segment LOS based on the procedure selected by the City . For state highway facilities, The Consultants will us e
HCS/HCM 2000/2010 for basic freeway, multi-lane highway and two-lane highway operations as appropriate . Al l
highway segment counts will be adjusted to reflect passenger car equivalents based on the truck classification dat a
collected at/near each respective location . All HCM global input parameters used as part of the state highwa y
analysis will be documented and approved by Caltrans District 5 prior to application .
Intersection LOS will be based on existing lane geometry, existing turn movement volumes, and intersectio n
signal timing sheets . The Consultants will analyze all study area intersections based on the HCM 2000/201 0
methodology (or for signalized intersections a planning method such as ICU or Circ212 per the City preference 1).
For intersection operational analysis, the Consultants will use either the SYNCRHO-7 or TRAFFIX softwar e
(depending on what the City prefers). The Consultants will perform weekday AM and PM peak hour analyses fo r
each study area intersection . For non-signalized intersections, peak hour signal warrant analysis based on th e
Manual on Uniform Traffic Control Devices (MUTCD) will also be performed .
Based on the analysis described above relative to the applicable performance service standards for each facilit y
analyzed, the Consultants will identify existing deficiencies in the study area . For facilities identified as deficient ,
the consultants will confirm with City and Caltrans staff (for state owned facilities) based on empirical fiel d
observations, data collection activities and other traffic operations analyses that may have been performed for th e
same facility and location .
The Consultants will use the City's GIS database to prepare the following GIS maps :
■Roadways, including roadways of all functional classifications and designations ;
o -Traffic count inventory location s
o -Roadway deficiency locations (existing )
o -Park-n-Ride Facility location s
o -Truck Routes (STAA National Access, Terminal Access and Service Access Routes )
Transit Existing Conditions Analysi s
The Consultants will review and document the most recent transit ridership data available from the City . Weekday
system diagnostic performance measures (i .e ., fair box ratio, passenger service mile, revenue service hours ,
revenue service miles, etc .) typically tracked as part of the triennial TDA transit audit process will also b e
documented . This information will be reviewed relative to the service performance measures, goals and policie s
documented in the San Luis Obispo 2009 Short Range Transit Plan (SRTP).
1 Caltrans District 5 does not recognize planning level intersection LOS procedures .
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Service frequencies, stop locations, total passenger on- or offs and on-time performance information (from vide o
data collection) will provide requisite inputs for the downtown multi-modal assessment per the 2010 Highway
Capacity Manual (HCM) using the Consultant's Complete Streets LOS analysis software (Task 4B).
The Consultants will describe how the City's transit services coordinates and interfaces with regional transi t
providers (Regional Transit Authority and South County Area Transit) We will document the most recen t
ridership data available from RTA and SCAT lines that serve the City of San Luis Obispo, as well as relevan t
information from the current update to the North County Transit Plan .
Lastly, the Consultants will examine information and testimonials documented as part of SLOCOG's most recen t
Unmet Transit Needs Assessment (FY 2011/12 Unmet Transit and Bikeway Needs Report) to highlight an y
prominent needs that have been expressed by the community groups within the City for improved fixed route o r
ADA compliant social service transportation services .
The Consultants will use the City's GIS database to prepare the following GIS maps :
■Transit service routes/lines ;
o -Local Service Line s
o -Regional Service Line s
Rail Existing Conditions Analysi s
The City's inter-city passenger rail station currently serves two Amtrak lines — the Coast Starlight and the Pacifi c
Surfliner . Amtrak bus service also serves to connect the City of San Luis Obispo to coastal cities to the north an d
south . The Consultants will glean all relevant passenger rail and AMBUS information from the State Passenge r
Rail Plan and the 2010 RTP . The Consultants will gather the latest boarding and alighting data at the SLO statio n
from Amtrak as well as available projections on patronage . The Consultants will examine the inter-modal acces s
characteristics of the passenger rail station and passenger services . Conflicts between inter-city passenger rail an d
freight rail will be identified . Historical rail crossing safety issues and locations within the City will also b e
identified and examined .
The Consultants will use the City's GIS database to prepare the following GIS maps :
■Railway facilities ;
o - Passenger Service Line s
o - Freight Service Line s
Bikeway Existing Conditions Analysi s
The Consultants will review information provided in the San Luis Obispo Bicycle Transportation Plan (May2007 )
or 2012 update if approved at the time of the Consultants review, the 2010 Regional Transportation Plan an d
SLOCOG's FY 2011/12 Unmet Transit and Bikeway Needs Report . The City of San Luis Obispo's bike networ k
will be stratified and described based on Class I, Class II and Class III facilities . The consultants will inventor y
existing bicycle counts (if available). The existing bicycle count data will be supplemented and reported with th e
new bicycle count data collected via video as part of this circulation element update . This information will b e
compared relative to the bicycle service performance measures, goals and policies documented in the existin g
general plan, the Bicycle Transportation Plan and the 2010 RTP . New bicycle count data will provide th e
requisite inputs to the multi-modal LOS assessment per the 2010 Highway Capacity Manual (HCM) using th e
Consultant's CompleteStreetsLOS analysis software (Task 4B). Historical rail crossing safety issues an d
locations within the City will also be identified and examined .
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The Consultants will use the City's GIS database to prepare the following GIS maps :
■Bikeway facilities (existing and planned);
o -Class I facilitie s
o -Class II facilitie s
o -Class III facilitie s
Pedestrian Existing Conditions Analysi s
The Consultants will review pedestrian facility information provided by the City . The City of San Luis Obispo's
pedestrian network will be stratified and described base . The consultants will inventory existing pedestria n
counts (if available). The existing pedestrian count data will be supplemented and reported with the new
pedestrian count data collected via video as part of this circulation element update . This information will b e
compared relative to the pedestrian service performance measures, goals and policies documented in the existin g
general plan and the 2010 RTP . New pedestrian count data will provide the requisite inputs to the multi-moda l
LOS assessment per the 2010 Highway Capacity Manual (HCM) using the Consultant's CompleteStreetsLO S
analysis software .
Historical rail crossing safety issues and locations within the City will also be identified and examined .
In addition, he Consultants will develop a pedestrian circulation plan for downtown San Luis Obispo . Th e
Consultants will work closely with the City to delineate the study area . The pedestrian circulation plan wil l
include five tasks 1) data collection ; 2) policy development ; 3) needs assessment ; 4) design ; and, 5 )
implementation . These tasks are described in more detail below .
■Data Collection .For the Downtown Pedestrian Circulation Plan, the data collection effort will focus o n
the downtown area . Particularly in the downtown, pedestrian circulation is an important part of th e
economic vitality and identity of San Luis Obispo . Unique to San Luis Obispo is the creek walk that run s
along the San Luis Obispo Creek parallel to Higuera Street with walking paths and stairways to Mission
Plaza and other downtown locations . Specifically, the inventory would focus on the existing pedestrian
environment, including sidewalks, crosswalks, pedestrian signals, and curb ramps . The level of detai l
will include field observations to note the presence or lack of the pedestrian facilities and a more detaile d
field survey of sidewalk widths, sidewalk obstructions, and pedestrian amenities . Pedestrian volume coun t
at downtown intersections (see Sub-Task 4) will be documented to identify high pedestrian activit y
locations occurring during weekday AM and PM peak periods .
■Policy .Based on the community values, the goals of the Downtown Pedestrian Circulation Plan woul d
be developed and integrated as part of the Circulation Element . The rest of the Pedestrian Circulatio n
Plan would be developed based on the overall goals, including supporting policies and strategies to defin e
and implement the goals . The single best indicator for pedestrian activity is land use zoning . Higher
density land uses and retail/office zoning generally indicates a higher level of pedestrian activity . Lan d
use zoning also indicates where future development will likely occur .
Complete Streets and Multi-modal LOS (MMLOS) Assessmen t
The Consultants will incorporate multimodal LOS (MMLOS) standards for all modes including pedestrians ,
bicyclists, and transit . These new LOS standards would comply with the current best practices, such as th e
multimodal LOS methodologies in the Highway Capacity Manual 2010 as well as the Complete Streets legislatio n
(AB1358) at the state level . In coordination with the City, prominent roadways within the City of San Lui s
Obispo will be identified for applying MMLOS standards . The Consultants will use of th e
CompleteStreetsLOS TM software to perform the analysis to ensure the update meets the requirements of Californi a
Complete Streets Act (AB 1358). MMLOS policies will be developed and incorporated as part of the genera l
plan update .
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■Needs Assessment .Based on the data, the Consultants will evaluate the existing conditions fo r
pedestrians in downtown, examining connectivity, access, and maintenance of the existing facilities .
Using the GIS information as a starting point, the key pedestrian activity centers or corridors would be ,
identified, including locations of public services, such as schools and government offices, as well as bu s
stops and transit centers, such as the AMTRAK station and Downtown Transit Center . Connectivity of
the pedestrian network in downtown as well as pedestrian access within these key pedestrian activit y
centers or corridors would be evaluated . The General Plan will also highlight the functional an d
economic roles of the paseo system (alley ways). A well-designed paseo will demonstrate consideratio n
for the pedestrian's comfort, safety, and security while offering a stimulating and enjoyable pedestria n
environment . Enhancement and expansion of the paseo system in the City San Luis Obispo's downtow n
area will translate into more pedestrian activity .
■Design.Given the unique character of downtown with the high level of pedestrian activity, the pedestria n
environment goes beyond simply sidewalks and crosswalks to provide for pedestrian circulation, bu t
includes the tree canopy and street furniture as well as the facades and scale of the land uses i n
downtown . Pedestrian design guidelines would identify the types and design of pedestrian facilities an d
treatments to enhance as well as maintain this unique character .
■Implementation .The Consultants will identify projects that improve pedestrian access and circulation a s
well as create the vibrant pedestrian-friendly environment in downtown . In addition to specifi c
improvement projects, the implementation plan would include programs, such as enforcement, education ,
and outreach programs .
Aviation Existing Conditions Analysi s
Based on the existing general plan, the 2010 Regional Transportation Plan/Sustainable Communities Strateg y
(RTP/SCS), and the Airport Master Plan, the Consultants will document the latest boarding and alighting data a t
the SLO Airport as well as available projections on patronage .
The Consultants will use the City's GIS database to prepare GIS maps of the airport and its environs .
Goods Movement and Transportation Services Existing Conditions Analysi s
The Consultants will provide an assessment of goods movement . This analysis will address the primary modes of
goods movement including truck, rail and air and any significant transportation businesses (i .e ., UPS and Fed Ex )
and services (ie . FunRide, RideOn, and Greyhound) provided in the community . This assessment will include a
review of the linkages and coordination issues between these modes for goods movement within the City . In
consultation with City staff, the Consultants will identify those City roadways where existing heavy vehicle level s
should be accounted for at levels higher than the City average due to the influences of agricultural and industria l
operations . For these roadways, the Consultants will increase the heavy vehicle percentages in the LO S
calculations to adequately account for higher passenger car equivalents in these calculations under the futur e
conditions analysis (Task 4).
Transportation Land Use Coordination Existing Conditions Analysi s
Based on the existing general plan, the Consultants will accurately characterize the goals, objectives, strategie s
and policies that compliment transportation and land use coordination in the City of San Luis Obispo . This wil l
also include those goals/objectives/strategies/policies that may serve as barriers to effective coordination . The
connection between transportation and land use may or may not lead to General Plan policies that encourag e
densification, mixed use development, connectivity for non-motorized travel ; which are often miss-applied a s
surrogates for development patterns that provide more opportunity for non-motorized travel or use of transit .
Quantification of these land use performance measures is not incorporated into this work scope . However, th e
Consultants will work with the City, SLOCOG and the General Plan team to check the consistency between thes e
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metrics and the 2010 Regional Transportation Plan & Sustainable Community Strategy goals objectives an d
strategies .
Transportation Demand Management Existing Conditions Analysi s
The Consultants will examine the following data sources for travel demand characteristics and deman d
management trends as they pertain to the City of San Luis Obispo .
■American Community Surveys (ACS )
■Census Transportation Planning Products (CTPP )
■Household Travel Survey s
■California Household Travel Survey (CHTS), 201 0
■National Household Travel Survey (NHTS), 200 9
■SLOCOG Commute Profile Surve y
■SLOCOG/City AVO survey s
■The City's bi-annual transportation surve y
Recent trends in employer-based trip reduction programs (as applicable) will be examined . Based on this analysi s
and in coordination with the City and the San Luis Obispo County Air Pollution Control District, the Consultant s
will provide an assessment of the continued relevance of several demand management based performanc e
measures currently codified in the current general plan circulation element and general plan policies .
Transportation System Management Existing Conditions Analysi s
The status of other TSM strategies such as traffic signal timing management, pavement management an d
intelligent transportation system will be addressed . Coordinated traffic signals systems will be identified an d
mapped . A status update and estimate of maintenance backlog of the City's pavement management system wil l
be documented i.e ., miles of roadway, miles in need of maintenance and projected maintenance cost .
Field deployment of ITS applications is growing in San Luis Obispo County . The Consultants will describe the
most recent ITS capabilities and functionality of the Caltrans Traffic Management Center . The Consultants wil l
inventory ITS field deployment within the City of San Luis Obispo and document progress made o n
implementing the South Central Coast ITS Strategic Deployment Plan — San Luis Obispo specific ITS Marke t
Packages . Focus will be on the following ITS market packages : 1) Safety ; 2) Traveler Information Systems ; 3 )
Incident Management Systems ; and, 4) Advanced Public Transit Systems . Specific ITS projects that fit withi n
these ITS market packages that have potential application in the City of San Luis Obispo include, but are no t
limited to, the following :
■Safety
o Light emitting diode (LED) pedestrian crossings ;
o On-board bus surveillance cameras .
•Traveler Information System s
o Variable message signs at major junctures with US 101 — located at junctures of state highway s
within the City ;
o Mobile message signs (where visual impact preclude variable message signs);
o Electronic traveler information (websites, kiosks, HAR, 511 systems);
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o Real time transit system communication systems (bus GPS units and time of arrival informatio n
boards at bus shelters and primary transit stops); and ,
o Trucks and recreational vehicle advisory signs/signals .
■Incident Management System s
o Installation of CCTV monitors in known accident hot spots ;
o Installation of Smart Call-Boxes along hazardous corridors and in areas known to have poo r
cellular coverage ; and ,
o Coordinated emergency response systems .
■Advanced Public Transit System s
o Automatic Vehicle Locations (see traveler information); and ,
o Demand Responsive Dispatching .
The above list of ITS projects may not be considered priorities by the City of San Luis Obispo . They are instead ,
a list of possible ITS projects worthy of consideration as part of the City's ITS Strategic Plan process .
PUBLIC FACILITIES AND SERVICES (MH/MDG )
This chapter will cover a wide range of topics related to the public facilities and services in the city and plannin g
area. This chapter will include the following :
Water Supply and Deliver y
Based on information provided by the City, the Consultants will describe existing water sources, uses, and the
water system (e .g ., wells, transmission and distribution lines/pumps, treatment, and storage systems), and loca l
water conservation efforts . The information provided will document existing water demand and identified wate r
supplies . This information will form the basis of the water supply assessment to be contained in the EIR a s
required under Section 15155 of the CEQA Guidelines .
Wastewater Collection/Disposa l
Based on information provided by the City, the Consultants will describe the existing wastewater collection,
treatment, and disposal practices . The Consultants will identify wastewater infrastructure capacities based o n
documentation available from the City . Particular emphasis will be placed on identifying known deficiencies o r
regulatory concerns associated with specific wastewater management facilities .
Drainage and Storm Drainage Contro l
The Consultants will collect published information (including City sources) regarding major creeks and stream s
and will summarize the latest FEMA floodplain mapping to illustrate potential safety and developmen t
constraints .
The Consultants will identify storm drainage infrastructure capacities based on documentation available from th e
City . Particular emphasis will be placed on identifying known deficiencies or regulatory concerns associated wit h
specific storm water management facilities .
Solid and Hazardous Waste and Recyclin g
The Consultants will summarize information on the existing regulatory setting and level of service for th e
collection and disposal of hazardous/solid waste and recycling .
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Other (Dry) Utilitie s
The Consultants will summarize available information on the existing level of dry utilities within the city .
Specifically, this section will focus on : gas and electric service and communication systems . Existing deman d
will be documented based on input from service providers within the city .
Law Enforcemen t
The Consultants will summarize existing law enforcement facilities and services within and around the city .
Areas outside the acceptable response time for provision of emergency services will be identified . Existin g
demand and service levels will be documented based on input from the Police Department .
Fire Protectio n
The Consultants will summarize fire protection services within and around the city . Areas outside the acceptabl e
response time for provision of emergency services will be identified . Existing demand and service levels will b e
documented based on input received from fire protection agencies . Information on existing emergency medica l
services provided by fire protection agencies will also be reported as part of this task .
Government Service s
The Consultants will summarize general governmental services provided by the City . Existing demand an d
service levels will be documented based on input from City departments .
NATURAL RESOURCES (OEC )
This portion of the report will summarize the existing conditions within the planning area with respect to natura l
resources, including but not limited to the following issues listed below :
■Biological Resource s
■Cultural Resource s
■Agricultural Resource s
■Visual Environment
These represent key issues to consider in the development of potential growth alternatives . In some cases, the y
present potential constraints to growth . At the same time, these can become opportunities . For example, th e
preservation of biological or cultural resources in the context of future development can present real amenitie s
that can enhance the quality of life in the community . Similarly, agricultural resources—particularly prime land s
on the urban fringe of the City, can present a challenge with respect to future growth . Ultimately, this informatio n
will provide the important function of developing the setting information for the Program EIR .
The following summarizes the key natural resource issues we intend to investigate through the background report .
■Biological Resources .The Consultants will review available background information, including th e
General Plan Conservation Element, existing technical studies for recent City projects, and conduct a
current search the California Natural Diversity Data Base (CNDDB) within an approximately ten-mil e
radius of the City . The CNDDB will provide a list of special-status plant and wildlife species that hav e
been recorded in the vicinity of the City to focus the Program EIR analysis for specific plant or wildlife
issues .
The Consultants will work closely with the City's Community Development and Natural Resources Managemen t
staff in compiling baseline data . This will be augmented by consultation with the U .S . Fish and Wildlife Servic e
(USFWS), the California Department of Fish and Game (CDFG), and local conservation organizations as deeme d
necessary to assist with the identification of significant biological resources issues . We will review existin g
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citywide habitat maps, and recommend areas that may need to be updated as necessary to reflect curren t
conditions .
The Biological Resources section will include GIS based maps and text that will illustrate and describe th e
existing conditions and the potential for supporting special-status species and/or other significant biological o r
wetland resources that would need to be considered in the future planning and impact analysis process . Map dat a
will be provided in GIS/CAD compatible formats in accordance with the City's requirements . The setting wil l
include a comprehensive plant community description, wildlife habitat description, and habitat map depictin g
vegetation communities, areas of potential jurisdictional wetlands including vernal pools/swales, and potentia l
and observed habitat for special-status specie s
■Cultural Resources .The City includes many historic and prehistoric resources, which present bot h
constraints and opportunities with respect to future development . The Background Report wil l
summarize these resources from existing public documents, as well as background research . Th e
following methodology will be used to support this data gathering exercise :
o Background Research .The team will request an archaeological records search from the Centra l
Coastal Information Center of the California Historical Resources Information System (Informatio n
Center), housed at the University of California, Santa Barbara . This will supplement our summar y
of the information already contained in the City's general Plan . This will also include a n
assessment of the City's historic resources based on existing public documents and the City's
historic resources inventory .
o Native American Consultation .The Consultants will consult with the Native American Heritag e
Commission (NAHC) to request information from their files regarding sacred sites that may b e
documented in the project area, and for a list of tribal contacts . The people included on the NAH C
list will be notified by telephone and formal written notification to elicit any concerns regarding th e
project or to obtain further information important to the local Native American community .
■Agricultural Resources .Future development has the potential to adversely affect agricultural resource s
through the conversion of prime (when irrigated) agricultural soils to non-agricultural uses and b y
creating agricultural incompatibility impacts between agricultural and non-agricultural uses . This sectio n
of the document will describe the location and extent of agricultural soils, lands under production, and
lands under Williamson Act contract . This will be based on existing data and mapped information .
The analysis will be based on the following :
■Consultation with City staff in order to gather information on project history, regulations, agricultura l
suitability, soil resources, Williamson Act regulations, and the Important Farmland Mapping an d
reporting program;
■Description of the agricultural suitability of key sites under consideration for future development ,
including soil types, soil capabilities, and the productivity of agricultural soils ;
■Evaluation of the Important Farmland Maps for the study area, Williamson Act map and Natura l
Resources Conservation Service soil survey maps ; and
■Preparation of existing condition information on soil productivity, historical agricultural uses, vegetation ,
and agricultural resources on the project site as well as adjacent lands .
■Visual Environment .The evaluation the City's visual environment will be based on a review of existin g
City documents, including General Plan policies, supplemented by photographs of key locations that ma y
be targets for future expansion . The visual analysis will specifically identify the visual resources withi n
the City, including geographic features, vegetation and landscape, landmarks and other features which are
of significance from key viewing areas .
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HEALTH AND SAFETY (DEC )
There are several issues related to health and safety, ranging from various site hazards (such as flooding an d
geologic conditions), to manmade hazards (such as aircraft operations, hazardous materials, and noise). The
section of the document will summarize the key issues with respect to these conditions, as described below :
■Geological and Soil Hazard s
■Flooding and Drainage
■Fire Hazard s
■Hazardous Materials Transport and Storag e
■Airport Operation s
■Nois e
■Air Quality and Climate Chang e
Each of these issues represents potential constraints to future development . Regulatory requirements in man y
cases prohibit development in areas within a certain distance form such hazards, and these will be identified in th e
Background Report . Specifically, the report will generally address each of these identified issues as follows :
■Geologic and Soil Hazards .This section will be based on existing literature sources, including th e
General Plan Safety Element . The team will also coordinate with City staff to identify literature sources ,
existing geologic hazards or other problems experienced in the planning area, and land use regulation s
that would apply to future development . The impact assessment will provide graphic representation o f
potential hazard areas and will identify specific mitigation requirements for each hazard identified .
Specifically, this section will include the following :
o Discussion of existing geologic conditions (e .g ., seismic capabilities, soils, subsurface structure ,
landforms, etc .);
o Identification of potential geologic hazards (e .g ., liquefaction . shrink-swell, erosion, etc .) and
seismic characteristics in the area ;
o Mapping of geologic hazards from background analysis data sources .
■Flooding and Drainage .Our team will use available mapping (including USGS quadrangle maps an d
the General Plan) to identify significant drainage courses and delineate watersheds within the City . This
section will identify areas within the 100-year flood zone, as well as other areas within the City subject t o
localized flood hazard .
■Fire Hazards .The planning area is surrounded by rural lands that may be subject to high fire hazards .
This section will examine existing source materials to identify and map fire hazards, including thei r
location, potential severity, and the policy framework that guides how such hazards must be addressed i n
the context of potential development . We will consult with both City staff and CAL FIRE representative s
to confirm our findings .
■Hazardous Materials Transport and Storage .This section will evaluate potential public safety impact s
associated with the use and transport of hazardous materials, as well as hazards associated with hig h
voltage transmission lines . The analysis will be based on existing information sources and contact wit h
local authorities to identify and map significant safety concerns that may exist in the project area . Thi s
section will also identify applicable local, State and Federal codes and regulations that are in place t o
manage these hazards .
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■Airport Operations .The section will identify issues related to operation of the San Luis Obispo Count y
Regional Airport . Much of the southern portion of the City is located within San Luis Obispo Airpor t
Land Use Plan (ALUP) Area and therefore is subject to planning policies and regulations governin g
safety . Mandatory ALUP review is required prior to enacting certain ordinances and actions that affec t
lands within the Airport Planning Area . The ALUP identifies aviation safety areas based on flight path s
and exposure to crash risks . Those areas with the most exposure to these hazards are the most restricte d
in terms of compatible uses . This section will identify safety zones and their various associated land us e
restrictions .
■Noise .The noise background report will describe the existing ambient noise environment in the plan are a
based on existing documentation, reconnaissance-level data (i .e ., maximum of 6 short-term nois e
measurements and two long-term measurements), and application of widely-accepted predictio n
methodologies (e .g ., Federal Highway Administration's [FHWA's] Traffic Noise Prediction Model). Thi s
will include information on the location of existing (e .g ., residences) and future sensitive receptors an d
major sources (e .g ., roadways), ambient levels, and natural factors that relate to the attenuation thereof .
■Air Quality .The plan area is located within the local air quality jurisdiction of the San Luis Obisp o
County Air Pollution Control District (APCD). The air quality background report will describe th e
existing air quality conditions within the plan area and the nearby vicinity . More specifically, this wil l
include the location of existing sensitive receptors (e .g ., residences) and emission sources, existing mas s
emissions, ambient air quality concentration data from the most applicable monitoring station(s),
attainment designations, and natural factors that relate to the transport and dispersion of air pollutants .
Applicable federal, state, and local regulations will also be presented including thresholds of significanc e
as recommended by APCD and rules for which compliance will be required .
■Climate Change As required by Senate Bill (SB) 97, the CEQA Guidelines were revised on Decembe r
30, 2009, to include guidelines to address greenhouse gas (GHG) emissions under CEQA, which wer e
adopted March 18, 2010 ; this Program EIR will comply with those guidelines . The background repor t
will discuss the current state of the science (e .g ., Intergovernmental Panel on Climate Change's [IPCC ]
Fourth Assessment Report) along with applicable regulatory framework (e .g ., Assembly Bill [AB] 32, S B
375) and relevant guidance . In addition, the City released a draft Climate Action Plan (CAP) i n
September 2011 . The CAP demonstrates the City's commitment to reduce GHG emissions, and include s
assumptions about contributions of GHG emissions from existing and new development (e .g ., emission s
inventory and projections). This section, to the extent feasible, will rely on the CAP .
RECREATION RESOURCES (MH/MDG )
This chapter will address recreational resources in the Planning Area . The Consultants will identify existin g
recreation resources within the city, including public and private parks and recreation areas . As part of this effort ,
the Consultants will identify trends in the development and use of recreation facilities within the city . Th e
Consultants will summarize existing transportation resources, constraints, deficiencies, and operating condition s
in City of San Luis Obispo .
Task 2E . Transportation Model Modification (KA )
The Consultants will access the current City of San Luis Obispo travel demand model (TransCAD softwar e
platform) for its readiness for this General Plan Update effort . This review will not focus on the baseline mode l
assumptions nor will it attempt to revalidate/recalibrate the base year model . Proposed modifications to the City
of San Luis Obispo travel demand model will be considered germane to this study only and should not b e
construed as an update to the City model itself . The following areas will be examined :
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■Data Inputs .Based on the traffic count data inventory developed as part of Sub-Task 3 and new dat a
collected as part of Sub-Task 4, the Consultants can either enter this information into the link attribut e
fields of the model network or develop off-model spreadsheets (per City's directive) to enable NCHRP -
255 adjustments (i .e ., baseline 'differencing adjustments) to be performed in a more streamline fashio n
(see Phase 4 for a description). The Consultants will also document newly available household trave l
survey data germane to the City of San Luis Obispo including :
o 2010 Censu s
o American Community Surveys (ACS )
o Census Transportation Planning Products (CTPP )
o Household Travel Survey s
o California Household Travel Survey (CHTS), 201 0
o National Household Travel Survey (NHTS), 200 9
o Caltrans' Corridor Mobility Improvement Account (CMIA) Projec t
o Corridor System Management Plan (CSMP )
o Highway Performance Monitoring System (HPMS )
o SLOCOG/City traffic count s
Other available survey data such as origin-destination surveys, trip logs, frequency and travel tim e
information will reviewed and documented if considered relevant .
■Base Year Land Use Assumptions .The Consultants will review the City's newly developed 2008 bas e
year land use assumptions . Based on this review and discussions with City staff, modifications to th e
growth assumptions will be considered as appropriate . The Consultants will confer with City staff if there
is interest to update the 2008 baseline to reflect 2010 or 2011 conditions .
■External Growth Assumptions .The Consultants will review SLOCOG's growth assumptions and al l
relevant traffic counts and traffic studies at key City intersections and roadways leading into and out o f
the City from neighboring jurisdictions . The Consultants will compare this information to the City's
travel model external growth assumptions . Based on this analysis, modifications to the external growt h
assumptions can be considered .
■Road Network Assumptions.The Consultants will review link attribute assumptions (free flow speeds ,
capacity, number of lanes, etc .) for consistency and reasonableness . Additionally, in consultation with th e
City staff, the Consultants will identify City roadways that are currently not reflected and/or coded in the
City model network . The need to augment the model network to reflect these identified roadways will b e
determined by the City . Link attribute assumptions (free flow speeds, capacity, number of lanes, etc .) for
any new links will be consistent with attributes coded for similar functional classes of roadways . If
desired, the Consultants will also code any roadway improvements being considered for General Pla n
inclusion by City of San Luis Obispo – but may not be currently reflected in City's traffic model .
■Structural Adjustments and Network Loading .In coordination with City staff, the Consultants wil l
identify subareas of the San Luis Obispo modeling domain where the model is not performing well . Th e
Consultants will assess the need to make structural adjustments (splitting of TAZ's, adding or revisin g
location of centroid connectors) to allow a more reasonable trip loading to occur .
■Mode Choice .The Consultants will gauge how well the City's mode choice model is tracking actua l
ridership by service line . The Consultants will identify lines or time periods where modeled ridership i s
not reasonably matching available ridership information from San Luis Obispo Transit . In coordination
with the City, the Consultants will assess the need to make parameter specification adjustments to allow a
more reasonable transit trip loading to occur .
■Smart Growth Sensitivity .Consistent with the City's existing circulation element policies, greate r
model sensitivity to urban form adjustments may be desired . The Consultants have been using th e
original statistical research used as the basis for the Ds methods as well as newer research and technique s
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to improve on the Ds process so that travel models do not just reduce vehicle trips but actually estimat e
shifts to shorter trips and alternative modes . The latter approach addresses several of the weaknesse s
identified in the literature critiquing other jurisdictions' 4D efforts, which double counts the effect s
already captured within the travel demand model . If desired, a similar analysis and adjustment can b e
conducted with the City's model, to avoid double counting of smart growth effects .
The Consultants Urban Form Adjustment process uses lists of TAZs with easy-to-use rating scales (0 t o
3) to identify locations with urban forms that help promote lower vehicle trips . The process uses simpl e
identification of the following inputs : 1) TAZs with supportive urban design features (such as hig h
density right next to an arterial with bus service), and rate the TAZ by how much of the TAZ land us e
includes the newer development types ; 2) districts of TAZs with supportive urban design features (such a s
a dense retail development across the street from a dense residential development in a different TAZ);
and, 3) corridors of TAZs with improved transit service or improved bicycle/pedestrian paths . The urban
design features of interest may include clustering of mixed uses within a development, provision o f
enhanced bicycle and pedestrian facilities, or improved access to transit services .
If desired, the Consultants can edit the City's model GISDK script to use the urban form ratings t o
shorten the walk distances to nearby land uses and the walk distances to transit prior to the tri p
distribution and mode choice analysis steps . The trip distribution step will distribute greater proportion o f
trips to land uses that are closer to each other, including mixed uses within the same TAZ . The mod e
choice step, with the improved bicycle and walk components, will generate higher proportions of transit ,
bicycle and walk trips for the designated areas based on the shortened distances and corresponding lowe r
travel times . This process was found to replicate observed reductions in external vehicle trips and vehicl e
miles of travel (VMT) for the designated Smart Growth or TOD areas . If desired, the Consultants wil l
work closely with City staff to focus the Urban Form Adjustment process specifically in the downtow n
areas of the model .
Given that SLOCOG is in the process of updating its model, new developments being implemented in th e
regional travel demand model can also be considered .
The Consultants will develop a log of identified model coding errors, suspect parameters or model performanc e
shortcomings i .e ., sub-areas where the model performs poorly . Even if not considered as part of this circulatio n
element update, such a log will serve as guide for future model updates and better ensure model weaknesses ar e
addressed . The log will not be shared with other than City staff .
The Consultants will prepare a technical memorandum listing the recommended model modifications and the
justification for these recommended revisions to the City staff for review and approval .
After approval of the recommended model modifications by City staff, the Consultants will make all desire d
modifications to the City of San Luis Obispo travel model . Preliminary model runs will be performed to ensur e
the anticipated improvements to the model output occur . Upon confirming a satisfactory result, the Consultant s
will use the modified City model to perform the General Plan Circulation forecasts (See Task 4). The Consultant s
will be responsible for modeling up to 4 alternatives (including a No Project).
Task 4B . Evaluate Land Use and Circulation Alternatives (ALL )
Development and change in the City, as encouraged and provided by the City's General Plan, should maintain o r
enhance the City's fiscal capacity to deliver public services to its residents . During this task, the Consultants wil l
evaluate each alternative to determine how well each responds to the key issues, opportunities and vision s
addressed in Task 3 . The Consultants will also evaluate the fiscal, environmental and public facility impacts o f
each alternative's proposed land uses and policies, as well as the corresponding build out projections .
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FISCAL AND PUBLIC FACILITY IMPACT EVALUATIO N
The Consultant will evaluate the fiscal impact of the land-use and circulation alternatives developed for th e
general plan . The fiscal analysis will estimate the public costs and revenues accruing to the city and th e
presentation of the analysis will separate the impacts by detailed land-use type, circulation change and by locatio n
as necessary in order to fully illustrate the dynamic impacts of alternate development schemes on the city budget .
The analysis will clearly discuss the extent to which differences in alternative fiscal results due to variations i n
land-use or circulation type, density or location . The study will also show the impact of changes as compared t o
the existing land-use pattern .
The model developed for the Background Report will be useful for understanding existing service provisio n
relationships in the city, but further refinement is needed in order to project future fiscal impacts . For example ,
existing property tax revenues reflect current assessed values, which are likely very different from the value s
associated with new development in the city . A set of development value assumptions will be prepared based o n
analysis of recent development projects in the city and in comparable areas of the region, so that future values ca n
be projected on a per-unit basis . Typical values will be estimated for the range of density types under constructio n
in the land-use alternatives .
Similar factors will be developed to project taxable sales for various kinds of commercial development, roo m
rates for new lodging projects, as well as other sources of tax revenue . Service cost factors will be developed to
correlate to resident and employee densities for new development as well . In addition, to the General Plan Tea m
will work together to develop estimates of capital costs needed to support the alternatives . This work would als o
represent a preliminary step to developing the infrastructure financing plan for the preferred alternative .
The impact analysis will be structured to provide easily comparable results among the alternatives . The results
will show the marginal impact of new development in each alternative . One set of results will be developed t o
show comparative impacts at full build out of each alternative . This will help illustrate the differences that ar e
related to land-use type, density or location . Another set of results will be prepared showing how each alternativ e
performs over time, as this can be a critical dimension in the fiscal impact of land uses whose primary revenu e
benefit is the property tax . The analysis will consider the impacts over the time frame of general plan build out ,
from the present to the horizon date of the plan .
The environmental impacts of the alternatives will be prepared in accordance with the requirements of the CEQ A
Guidelines, Section 15126 .6 and recent court decisions . The purpose of this analysis will be to promote informe d
decision-making and to evaluate a reasonable range of project alternatives . Per the CEQA Guidelines, th e
alternatives will not be addressed to the same level of detail as the proposed project ; however, where impacts hav e
been identified as significant for the proposed project, the alternatives will identify applicable mitigatio n
requirements for the alternatives, so that a meaningful comparison can be made .
The Consultants will coordinate with the City and the Consultant Team to allow travel demand model sensitivit y
tests as needed to develop up to four land use/circulation alternatives – including the Preferred Alternative, if
necessary . This feedback loop of traffic forecast results with modification to land use assumptions is a key aspec t
of the land use alternatives development process .
The Consultants will include all programmed roadway improvements in the alternatives analysis as "given "
features of the roadway network . To the extent that planned improvements are identified in SLOCOG's
financially constrained regional transportation plan, planned (but non-programmed) roadway improvements wil l
be distinguished . If the City desires to include future roadways (such as the Buckley bypass) currently no t
included in SLOCOG's regional transportation plan, these improvements should also be explicitly distinguishe d
to specifically identify them as part of the Circulation Diagram (see Task 5C).
A GIS layer will be developed which geographically identifies all forecasted deficiencies – differentiated by
facility type (intersection, arterial segment, collector segment, etc .).
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COSTS AND REVENUES EXISTING CONDITIONS ANALYSI S
Based on the deficiency findings identified and future deficiency findings, the Consultants will develop plannin g
level cost estimated needed to maintain existing and future city roadways and the expected revenue stream s
anticipated to be available for these improvements . For purposes of this analysis, only cost associated with th e
local city roadway deficiencies will be estimated . Cost calculations and future city capital improvements will b e
based on traffic forecasts and analysis performed as part of the Task 4B (for the preferred alternative only).
Infrastructure costs and revenues should be considered preliminary . The costs are "order of magnitude" estimate s
only, and will not be based upon detailed engineering studies . The improvement costs for the city's roadways wil l
be based on the cost of fixing existing problems, as well as adding new facilities to serve growth allowed unde r
the cities' General Plan Preferred Alternative .
Task 6 .C . Administrative Draft Environmental Impact Report (DEC )
The following summary provides the detailed contents of the Program EIR that the Consultant will prepare as part
of Task 6 .C .
EXECUTIVE SUMMAR Y
The EIR will contain a summary of the proposed project and associated environmental consequences . Thi s
information will be presented in tabular format to simplify review by decision-makers and the general public .
This section will identify :
■Each potential environmental impact ;
■The level of significance of each impact ;
■Mitigation measures required ; an d
■Residual impacts after mitigation .
The summary will also note areas of known controversy and an assessment of the alternatives reviewed and thei r
associated impacts . The summary will note the environmentally superior alternative of the alternatives discusse d
in the Program EIR and the rationale for its selection as such .
INTRODUCTION AND ENVIRONMENTAL SETTIN G
The Program EIR will provide introductory sections (required by CEQA) that lay the groundwork for an d
summarize the substantive analysis to follow . The introduction will describe the purpose and legal authority o f
the study . It will also provide a discussion of lead, responsible and trustee agencies . The environmental settin g
will provide a general description of the existing geographic character of the planning area . Some of thi s
information will be drawn from the Background Report developed in Subtask 2 .B .
EIR IMPACT ANALYSI S
The main body of the Program EIR will consist of the assessment of potential environmental impact analysis o f
the proposed project . For each issue area, the analysis will include an examination and an assessment of th e
potential for cumulative impacts associated with the update of the elements, which will be by its nature both a
project and cumulative impact discussion . Please see the Technical Appendix of this proposal for detaile d
descriptions of the analyses of air quality, noise, greenhouse gases and climate change and mobility .
The analysis will have four main subsections : (1) setting ; (2) impact analysis ; (3) mitigation measures ; and (4 )
level of significance after mitigation . The setting section will describe the applicable environmental conditions o f
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the planning area . The impact analysis section will include a statement of the significance thresholds that wer e
used to determine if an impact would have the potential to result in a significant environmental effect . Th e
Program EIR will evaluate project activities against City thresholds as appropriate . Mitigation measures, wher e
proposed, will take the form of policies and programs that can be included directly in the General Plan elements .
Secondary impacts of mitigation measures will also be discussed .
The final subsection in the impact analysis will describe the level of significance after mitigation . This will be a
brief statement noting whether any significant impacts would remain after mitigation measures are applied . Thi s
section will also note whether impacts related to each issue are significant and unmitigable (Class I), significan t
but mitigable (Class II), less than significant (Class III), or beneficial (Class IV).
ALTERNATIVE S
This section will be prepared in accordance with the requirements of the CEQA Guidelines, Section 15126 .6 an d
recent court decisions . The purpose of this section will be to promote informed decision-making and to evaluate a
reasonable range of project alternatives .
Although not specified in the Request for Proposals, our experience suggests that a large number of potentia l
alternatives are possible, given the multiple scenarios that are possible when the Land Use and Circulatio n
Element options are combined . However, for purposes of this Program EIR, we are assuming there will be fou r
(4) alternatives, including the No Project scenario (existing General Plan buildout).
It is recognized that additional variants of these alternatives may be considered . The precise alternatives to b e
examined will be developed in conjunction with City staff during the preparation of the Administrative Draf t
Program EIR .
Per the CEQA Guidelines, the alternatives will not be addressed to the same level of detail as the propose d
project ; however, where impacts have been identified as significant for the proposed project, the alternatives wil l
identify applicable mitigation requirements for the alternatives, so that a meaningful comparison can be made, an d
if necessary, CEQA Findings in support of the alternatives can be prepared . The analysis will identify whethe r
the alternatives would result in impacts that are less than, similar to, or greater than the proposed project, the leve l
of significance, and mitigation requirements . A matrix that depicts the magnitude of impacts associated with th e
alternatives when compared to the proposed project will be provided . At the conclusion of the alternative s
analysis, the environmentally superior alternative will be identified .
OTHER REQUIRED SECTION S
The Program EIR will also include other sections required by CEQA, such as growth inducing impacts ,
consistency with locally adopted plans and policies, table of contents, references, persons contacted, and list o f
preparers .
TECHNICAL ANALYSIS FOR PROGRAM EI R
The following sections describe the in-depth technical approach for air quality, noise, and greenhouse gases an d
climate change the Consultants will take in evaluating impacts and determining viable mitigation measures .
Air Quality Analysi s
Current guidance from APCD recommends use of a new modeling tool that has recently become available : the
California Emissions Estimator Model (CalEEMod). CalEEMod was released in 2011 by the South Coast Air
Quality Management District, and is applicable statewide for use in estimating emissions from land us e
development projects for CEQA analysis . The Consultants will consult with APCD regarding use of CalEEMo d
and preferred modeling approach at the time of analysis . In addition, an update to the California On- and Off -
Road Mobile-Source Emission Factor Models (EMFAC and OFFROAD) was released by the California Ai r
Resources Board (ARB) on October 1, 2011 . EMFAC and OFFROAD 2011 have not yet been integrated int o
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CaIEEMod . If the emission factor update to the model does not occur prior to project initiation, the Consultant s
will coordinate with APCD on developing a methodology to manually incorporate the use of EMFAC an d
OFFROAD 2011 emission factors into the air quality analysis .
Modeling with be conducted to estimate regional (e .g ., construction and operational) increases in criteria ai r
pollutants and precursors (e .g ., respirable particulate matter [PM 10], fine particulate matter [PM2 .5 ], reactive
organic gases [ROG], and oxides of nitrogen [NOx]). This modeling will be based on APCD-recommended inpu t
parameters, plan-specific data (e .g., schedule, output from the traffic modeling [vehicle miles traveled]), an d
model default settings . For operational emissions, this will include both mobile and area source types (e .g .,
vehicle trip generation, natural gas usage, and landscape maintenance equipment). Potential stationary source s
will be qualitatively discussed in relation to adopted APCD-rules and regulations for which compliance will b e
required by law . In addition, consistency with currently adopted air quality plans (e .g ., growth projections) will b e
addressed .
The potential exposure of sensitive receptors (e .g ., existing and future) to localized carbon monoxide (CO )
concentrations, toxic air contaminants (TAC), and odors will be assessed qualitatively (e .g ., no air dispersion
modeling or health risk assessments will be performed). Screening level tools will be used as applicable .
Increases in criteria air pollutants, precursors, and exposure to TACs and odors will be compared to applicabl e
thresholds . The Consultants will determine if there would be any additional feasible mitigation measures that ar e
not currently included in the general plan .
Greenhouse Gases and Climate Change Analysi s
The analysis of climate change impacts will evaluate the GHG emissions associated with construction an d
operation of the proposed project . To the extent feasible, this analysis will rely on the CAP for the determinatio n
of carbon dioxide equivalent (CO2 e) mass emissions with implementation of the plan . The Consultants will als o
reconcile GHG emissions modeling assumptions with those used in the GHG emissions inventory, to ensur e
consistency . Where any additional modeling is needed, this will be conducted in a manner consistent with the ai r
quality analysis . The Consultants will determine if there is any additional feasible mitigation measures that are no t
currently included in the general plan or CAP .
The Consultants will qualitatively discuss any potential adverse impacts to the plan area from adaptation t o
climate change . The Consultants will present information from the newly-released Cal-Adapt web-based planning
tool to describe potential future climate change scenarios and their associated effects on climate variables (e .g .,
temperature, precipitation, wildfire risk, sea level rise and flooding) affecting the project site . Where potentiall y
significant impacts of climate change on the project are identified, the Consultants will propose mitigatio n
measures to help the project remain resilient, when considering these foreseeable impacts .
Noise Analysi s
The Program EIR will analyze potential short-term construction-source (e .g ., use of heavy-duty equipment during
construction activities) and long-term operational source (e .g ., trip generation, landscaping activities, mechanical
building equipment) impacts of the plan . For project-generated transportation sources, average daily traffi c
volumes from the traffic analysis, reference noise measurement data, and prediction methods will be used t o
assess increases at noise-sensitive receptors . Noise levels will be modeled for existing and cumulative condition s
(both with and without the implementation of the plan) for the purposes of determining increases at noise -
sensitive receptors and potential land use incompatibilities . For major roadways and Highway 101, projecte d
noise levels will be described in a table that shows distance from centerline to the 65 dB contour (or anothe r
contour level requested by the City). Contours, based on this distance, will be provided in a GIS format for futur e
use by the City .
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Vibration levels and the potential exposure to aircraft noise will be qualitatively assessed based on existin g
documentation . The significance of short-term and long-term noise impacts will be determined based o n
comparison to applicable regulations (e .g ., noise element and ordinance). The Consultants will determine if ther e
would be any additional feasible mitigation measures that are not currently included in the General Plan . Thi s
scope of work does not include the assessment of abatement measures (e .g ., specific sound wall location an d
heights), as the level of effort cannot be determined at this time at the plan level, and the use of some technique s
are not always desirable in terms of connectivity and aesthetics .
Circulation Evaluatio n
Generate Traffic Forecasts
The Consultants will coordinate with the City and the Consultant Team to allow travel demand model sensitivit y
tests as needed to develop up to four land use/circulation alternatives — including the Preferred Alternative, i f
necessary . This feedback loop of traffic forecast results with modification to land use assumptions is a key aspec t
of the land use alternatives development process . The Consultants will play an informative role in guiding th e
community's thinking about land use and circulation changes that serve other goals of the Plan as well as th e
transportation goals .
The Consultants will coordinate with the City to code future year transportation infrastructure improvement s
(programmed and planned roadways) as well as new or expanded transit services including regional transi t
services and implementation of a Bus Rapid Transit (BRT) service system into the City's mode choice model an d
transit network .
The Consultants will run the traffic model to obtain traffic volumes and future transit ridership and utilizatio n
levels at both road segments and the intersections to provide traffic analysis for up to four General Pla n
alternatives using the calibrated model . The Consultants will use available modeling tools to show the difference s
in these scenarios — including performing a screen line analysis . The Consultants will also use historical traffi c
data available from the City and the State to provide analysis of the historical trends and compare these historica l
trends to forecasted trends . The analysis will discuss the effects of these growth patterns on the development o f
the City's transportation system and travel conditions .
The Consultants will coordinate with the City and the Consultant Team to develop the Preferred Alternative . The
latter alternative will be subject to the full operational analysis performed for the baseline condition .
Traffic Operational Analyse s
Based on the forecasts produced by the modified San Luis Obispo travel model, the Consultants will perfor m
future year build out traffic operations analyses for the Preferred Alternative . The Consultants will calculate state
highway segment, local roadways and intersections LOS using planned future year lane geometry, forecast traffi c
volumes, and optimized intersection signal timings (for future signalized intersections). The Consultants wil l
review future year LOS forecast results for reasonableness relative to existing conditions . The Consultants wil l
identify future deficiencies in the study area .
Similar to the existing conditions analysis, the Consultants will use the City's adopted ADT Thresholds t o
evaluate all city owned roadway segments identified for analysis . For state facilities the Consultants will use
HCS/HCM 2000/2010 methods (whichever is preferred) for basic freeway, multi-lane highway and two-lan e
highway operations . The Consultants will perform NCHRP-255 adjustments for the "raw" modeled forecast
volumes . The Consultants will adjust all highway segment forecasts to reflect passenger car equivalents based o n
the existing truck classification data collected at/near each respective location . The Consultants will use genera l
Plan ADT Thresholds to estimate LOS for non-state highway City roadways .
The Furness Method procedure will be used to estimate the turning movement volumes for each stud y
intersection . This adjustment procedure is based on the premise that travel models are calibrated to produce mor e
accurate results for roadway segments than for individual turn movements . The Furness Method iteratively adjust s
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turning movement ground counts until the directional sum of the movements balance to the NCHRP-255 adjuste d
future link volumes . This factoring process produces forecast turn distributions that resemble the coun t
distribution, but turn movement proportions will change in response to different growth rates on different legs a s
produced by the travel model .
After applying the Furness procedure, all future year turning movement volumes of the Preferred Alternative wil l
be refined and quality controlled for balancing . After the balancing checks, the Consultants will analyze all stud y
area intersections based on the HCM 2000/2010 operational methodology . The Consultants will use Synchro-7 o r
TRAFFIX operational software (whichever is preferred) to compute intersection LOS . The Consultants wil l
perform both future year weekday AM and PM peak hour analyses for each study area intersection . The
Consultants will perform peak hour signal warrant analysis for all un-signalized intersections based on MUTCD .
The Consultants will include all programmed roadway improvements in the alternatives analysis as "given "
features of the roadway network . To the extent that planned improvements are identified in SLOCOG's
financially constrained regional transportation plan, planned (but non-programmed) roadway improvements wil l
be distinguished . If the City desires to include future roadways currently not included in SLOCOG's regiona l
transportation plan, these improvements should also be explicitly distinguished to specifically identify them a s
part of the Circulation Diagram (see Task 5C).
A GIS layer will be developed which geographically identifies all forecasted deficiencies — differentiated b y
facility type (intersection, arterial segment, collector segment, etc .).
Environmental Impacts Evaluatio n
This environmental impact analysis for the alternatives will be prepared in accordance with the requirements o f
the CEQA Guidelines, Section 15126 .6 and recent court decisions . The purpose of this analysis will be t o
promote informed decision-making and to evaluate a reasonable range of project alternatives .
Given the multiple scenarios that are possible when the Land Use and Circulation Element options are combine d
it is recognized that multiple variants of the alternatives may be considered . The precise alternatives to b e
examined will be developed in conjunction with City staff during the preparation of the Administrative Draf t
Program EIR .
Per the CEQA Guidelines, the alternatives will not be addressed to the same level of detail as the propose d
project ; however, where impacts have been identified as significant for the proposed project, the alternatives wil l
identify applicable mitigation requirements for the alternatives, so that a meaningful comparison can be made, an d
if necessary, CEQA Findings in support of the alternatives can be prepared . The analysis will identify whethe r
the alternatives would result in environmental impacts that are less than, similar to, or greater than the propose d
project, the level of significance, and mitigation requirements . A matrix that depicts the magnitude of impact s
associated with the alternatives when compared to the proposed project will be provided . At the conclusion of the
alternatives analysis, the environmentally superior alternative will be identified .
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