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HomeMy WebLinkAbout10/17/2006, C1 - APPROVAL OF A CONTRACT WITH RICK ENGINEERING FOR CONSULTANT SERVICES IN CONNECTION WITH BROAD STREE C) • counat Mdh,D� 66 Agcnaa Pwpom CITY OF SAN LUIS OBISPO FROM: John Mandeville, Director of Community Development Prepared By: Jeff Hook, Senior Planner SUBJECT: APPROVAL OF A CONTRACT WITH RICK .ENGINEERING FOR CONSULTANT SERVICES IN CONNECTION WITH BROAD STREET CORRIDOR PLANNING PROGRAM (GPI 149-06). CAO RECOMMENDATION: Approve an agreement with Rick Engineering for consultant services for the Broad Street Corridor Enhancement Plan and authorize the CAO to execute the agreement for a total price not to exceed $115,000. DISCUSSION Background General Plan Land Use Element Program 8.3 identifies the South Broad Street corridor as an "Optional Use and Special Design Area" and calls for the preparation of an area plan to help revitalize and beautify the area. Housing Element Program 6.3.7 identifies this area for possible rezoning to encourage mixed-use development and higher density housing. In response, the City's 2003-2005 Financial Plan identified Broad Street Corridor Enhancement as a Major City Goal. Due to fiscal constraints, the financial plan directs staff to seek grant funding to create the concept plan for the corridor. Subsequently, a grant opportunity arose through Cal Trans which staff pursued to implement these programs. In 2005 the City was notified that its grant application was successful; and in July last year, Council authorized participation in the grant program totaling $110,000 in state funds plus $22,000 in matching city funds (of which $2,000 is an "in-kind" contribution). The grant's overarching purposes are to improve the area's traffic safety, encourage mixed land uses, increase affordable housing and enhance the area's appearance as a major City gateway. The South Broad Street Corridor Plan is a unique long-range planning project for the City in that it is a predominantly grant-funded; community-based planning process that.will emphasize public participation and creative visioning. Planning will build on a foundation established with earlier Cal Trans sponsored community visioning exercises in 2004. A city staff "working group" comprised of representatives from each city department will help guide the planning process and a consultant will be retained to work closely with staff, advisory bodies and the community to prepare a plan. The consultant will provide technical expertise, innovative ideas, experience, public meeting coordination, graphic and written recommendations. Working closely with staff and the community, the consultant will prepare preliminary and hearing draft area plans. Once adopted, the area plan will guide land use policies, infrastructure improvements and physical development and reinvestment in this important corridor. As is typical with grants, funding City Council Staff Report,Consultant Services for the South Broad Street Corriloor Plan Page 2 comes with performance requirements and deadlines as set by the grant agreement with Cal Trans. Consultant Qualifications and Proposal In August, the City issued a Request For Proposals (RFP) to solicit consultant bids, following the approved grant workscope. We received one proposal —that from Rick Engineering—which was reviewed by a working committee composed of representatives from all city departments. After determining that Rick Engineering's proposal met the City's RFP requirements, a subcommittee of the working group met with the consultant's team to clarify and refine the proposal. The consultant team is led by Rick Engineering Company, an urban design, planning and engineering firm with offices in San Luis Obispo and based in San Diego. Other team members include: the Wallace Group, a San Luis Obispo based engineering firm, providing landscape architecture and planning services, and the London Group, a San Diego based economic analysis and business consulting firm. While Rick Engineering's proposal was the only proposal received, the working group felt the consultant team's expertise and experience were well suited to this project and that the proposal was comprehensive and met the City's needs. During the interview, the consultant team showed it clearly understood the project issues and importance, and agreed to refine the workscope as requested by staff. Consequently, the working group supports entering into an agreement with this consultant team. A summary of the consultant's qualifications is attached, with the entire proposal available in the Council reading file. FISCAL IMPACT Rick Engineering's proposal came in at $100,000 plus bid options of$5,000 each for additional public outreach meetings (the base contract includes three public meetings) and preparation of a schematic traffic roundabout plan for the Broad and South Street intersection, for a total contract price of$110,000. To allow for unexpected costs, the agreement allows the CAO to approve up to $5,000 in additional services on a time and materials basis. This is within the approved project budget of $132,000. As approved by Council in 2005, $20,000 in matching city funds has been budgeted for this project. The additional city "in-kind" match is through city salaries and/or payment of planning expenses. Under our agreement with Cal Trans, the City must use the grant funds by the end of February 2007 and provide a preliminary plan for Cal Trans' review. The consultant feels this is ail achievable schedule and concurs with this approach. The contract will be administered by the Community Development Department, in conjunction with the staff working group. Attachments: 1. Summary of Consultant Qualifications 2. Consultant Agreement with attachments Council Reading File: 1. Consultant Proposal 2. Request For Proposals n g/cd-plan/jjhook/broadstreetcorridotplaiVprojecananagemenVccrepottl6-17-06A / —� y �TTACHMENT 19 ENGINEERING C0.\IhaNY MARTINS. FLORES, R.L.A. l:rh;ar L)r.i�n�B I'Luinir�� Martin S. Flores is the Director of Urban Design and Planning at Rick I- Engineering Company's San Diego office. During the past 13 tears Mr. I- 9 PROJECT ASSIGNMENT Flores was the Senior Urban Designer and Planner for the San Jose i— Project Director Redevelopment Agency for The City of San Jose. Mr. Flores coordinated FJ directed and managed an array of large and small-scale land development, r 0 EDUCATION public realm, neighborhood, river and urban park projects throughout San B.S. in Landscape Architecture Jose. His duties included performing the design and review from 1983, California Polytechnic State conceptual design through construction administration, direct in-house University,San Luis Obispo urban design studies, managed design consultants, coordinated with ; permitting and other city departments and government agencies, and �— M.S. in Urban Planning provided active support during implementation and construction. in I_ 1-004,San Jose State University addition he has extensive experience in public outreach and participatory design support, especially with public realm improvements, civic REGISTRATION buildings, community centers and parks development. Mr. Flores has an r Registered Landscape Architect understanding of these projects from the public sector perspective as well 17 California, #3=101 as the private sector. He is qualified to assist in establishing preliminary 3 cost analysis, reviewing construction documentation and I_ YEARS OF EXPERIENCE observation/reporting of field construction to completion. 3 ?3 A few of Mr. Flores'representative projects include: PROFESSIONAL AFFILIATIONS ® Urban Land Institute (ULI) ° CIVIC PLAZA MASTER PLAN AND STREETSCAPE IMPROVEMENT ® PROJECT— SAN JOSE, CA: Mr. Flores served as Project Architect U.S. Green Building Council and Planner of design and documentation for this pivotal 4-block 5 ® (USGBC) / Leadership in Energy Master Plan and streetscape project that surrounds San Jose's new u' and Environmental Design City Hall. The Master Plan served as the design and development (LEED) guidelines for the six blocks Civic Plaza District. It set forth the E U project phasing, parking, public realm standards, lighting, landscape 4 Downtown San Diego Partnership and engineering standards for implantation. Mr. Flores led many p Committee—Urban Design and community meetings with the consultants to balance interests and Infrastructure Committee needs of residents, businesses and other stakeholders into the U streetscape improvements. Under Mr. Flores direction, he guided and 0 Cal Poly Landscape Architectural reviewed the consultant construction documentation including, utility Advisory Board infrastructure, traffic signal modifications, sidewalks, lighting systems, public art, street trees,curb and gutter improvements. C O The City of San Jose Public Arts Advisory Committee ° SAN JOSE DOWNTOWN STREETSCAPE MASTER PLAN—SAN JOSE, D CA: Mr. Flores authored prescriptive public realm guidelines that defined the framework for new growth in the 15 square miles area L 4 American Planning Association L (APA) San Diego within the Greater Downtown. Through design plans, streetscape policies and comprehensive design guidelines, the plan set the 1 American Society of Landscape framework for developers, public woks staff, and design practitioners Architects (ASLA) in the coherent hierarchy, location and design of sidewalks, street widths, tree planting, utility infrastructure and street furnishing for new development within the Greater Downtown. The plan required extensive review from the Public Work Department, Department of Transportation, Historic Landmarks Commission, Disability Advisory Commission and the public stakeholders which Mr. Flores direction a Technical Advisory Committee that incorporated all comments into the final Council Approved Master Plan. - C�3 �d �a'ae.....�•d i 10 ENGI\EERING CO�1P:1N1' DONALD A. DRUSEN P.E. a Donald Druse is an Associate Principal at Rick Engineering Company. As the Office Manager of the San Luis Obispo offices, he supervises'a I J PROJECT ASSIGNDIENT team of engineers, designers, and drafter and is responsible for managing Civil Engineering/ Design and engineering public works and land development projects. r(J Mr. Druse has extensive knowledge of engineering design. His effective �J EDUCATION communication with clients and public agencies, combined with his i— BS in Civil Engineering excellent organization skills, have made him especially well qualified in A) California State University, Chico managing complex site Planning,as well as large-scale endeavors. a i A few of Mr. Druse's representative projects include: �J 110 REGISTRATION I— Registered Civil Engineer ■ IDEC PHARMACEUTICALS WORLD HEADQUARTERS— SAN DIEGO, 'J California, #44519 CA: Project Engineer responsible for supervising the design for Phase 1 r' e of a 43-acre, 767,000-square-foot biotechnological research and rJ development campus-type facility. Services include the preparation of plans through d7e schematic design phase,design development phase and YEARS OF EXPERIENCE construction document phase for 500,000 cubic yards of grading and all �1 onsite underground utilities and surface improvements. Related services include processing of a substantial Conformance Plan for the a originally approved tentative map and construction plan preparation for offsite underground utility and offsite judicial Drive. PROFESSIONAL.AFFILIATIONS American Society of Civil ■ OLD COACH GOLF ESTATES – POWAY, CA: Project Engineer for a Engineers (ASCE) 700-acre, 156-estate lot subdivision with an 18-hole golf course in the City of Poway. Project included preparation of two substantial e Homebuilders Association of conformance plans to the tentative map together with final subdivision 7, Central Coast maps, construction plans and specifications for over two miles of local streets and utilities and 1.9 million cubic yards of grading. Related design CEL-SOC - included preparation of site plan for the golf course club house, parking San Luis Obispo Chapter facilities, access roads and maintenance yards; and site improvement for the Old Coach fire station. SUNBOW- CHULA VISTA, CA: Project engineer for four of five phases that include 898 single- family lots, one commercial parcel, three multi- family parcels and one park site. Project includes design and preparation of four final subdivision maps; improvement plans for over seven miles of public streets and utilities; and grading plans for 5.2 million cubic yards of earthwork. EASTIAKE VISTAS– CHUL.A VISTA, CA: Project Engineer for a 400- acre, 778 single-family lot planned development with four multi-family sites, two public facility sites a regional park and a resort hotel. Project 7B includes design and preparation of four subdivision maps, improvement plans for over seven miles of streets and utilities; and grading for 4.7 million cubic yards of earthwork. ° OLYMPIC PARKWAY AND POGGI CANYON CHANNEL RESTORATION - CHUTA VISTA, CA: Served as project manager and engineer-of-work for design engineering for this street and canyon restoration project. Services included preliminary and final design, cost estimates, construction documents, and construction observation. Olympic Parkways was designated as a Scenic Corridor by the City of Chula Vista. _Project also includes wetlands habitat restoration. el-.el b a Q CdTTACHMEMT 1 t t t\ kMICHAEL L. KENNEY P.E. T.E. P.T.O.E. 0 ENGINEERING COMPAM' Michael L. Kenney is an Associate at Rick Engineering Company's San PROJECT ASSIGNTIENP Diego office. He manages a design team of traffic engineers and 1 Traffic Engineering/Planning transportation planners. His team prepares plans, specifications ,and estimates (I S&E) for traffic signals and traffic control plans for all of the offices within the company. He also has experience with Municipal Engineering; having worked as the Traffic Engineer for the City of EDUCATION .� Dlumeta's and working for the City of La Mesa's Traffic Engineer. B.S. in Civil Engineering y1993 San Diego State University- A few of Mr. Kenney's representative projects include: CITY TRAFFIC ENGINEER FOR THE CITY OF MURRM7A, CA: The YEARS OF EXPERIENCE y� 1 City of Murrieta is a growing City with a population of 85,000. There are 56 traffic signals with over 200 miles of roadway. Mike was responsible for jy all traffic engineering needs including plans, specifications, estimates, and construction management for all traffic related projects. In addition to his REGISTRATION engineering duties,Mike reviewed over 150 traffic studies,and presented to Registered Professional Engineer the Planning Commission and City Council regularly. During his tenure, California,#56661 the city updated the Circulation Element of the General Plan and a implemented three freeway interchange projects. z Registered Traffic Engineer California,#2045 ° CENTRE CITY PARKWAY AND MISSION AVENUE WIDENING, a PLANNING AND DESIGN — CITY OF ESCONDIDO, CA: Provided Professional Traffic Operations geometric alternatives to improve intersection. Prepared traffic study Engineer#452 utilizing SYNCHRO software. The intersection of Centre City b Parkway and Mission Avenue is one of the largest intersections,in the city, in terms of both intersecting lanes and traffic volume. The City PROFESSIONAL AFFILIATIONS of Escondido retained Rick Engineering with Mike Kenney as the Institute of Transportation project manager to prepare a traffic analysis identifying all of the Engineers (ITE),Border Section— constraints and recommend capacity enhancements. Several Past President geometric alternatives were studied and a preferred alternative was selected. Rick Engineering is currently preparing the PS&E for the .® International Municipal Signal widening based on this preferred altemative. Association (IMSA) ■ MERCADO BUSINESS DISTRICT ACCESS & ANALYSIS -$D ESCONDIDO, CA: Project Manager responsible for the pedestrian -0 and vehicular analysis of various access scenarios for the proposed Mercado Business District Gateway. This project included preparing 0 plans, specifications and estimates (PS&E) for recommended access improvements at the Centre City Parkway / Grand Avenue intersection. This project included a traffic signal design of the Centre City Parkway / Grand Avenue intersection utilizing video detection. ■ MARKET CREEK PLAZA- SAN DIEGO, CA: This redevelopment is a 20-acre project located in southeast San Diego. The project scope included the installation of two traffic signals; Euclid Avenue and Naranja Street as well as Imperial Avenue and the Project Driveway. The proximity- of the Euclid Avenue and Naranja Street signal to the .� MT'DB Trolley Crossing required interconnect for signal preemption. >S s ( 'o 1 ATTACHMENT ? � 12 ENGINEERING CUMPANY MARK JUGAR, P.E., T.E. 2t Mark Jugar is a Principal Project Engineer at the San Diego office of Rick It Engineering Company. In addition to preparing traffic and parking study I_ PROJECT ASSIGNMENT proposals and studies, Mr.Jugar also leads in the preparation of plans for Traffic Engineering/Planning traffic signals, traffic signing / striping and traffic control. Prior to 1' working at Rick Engineering Company, he worked for a local traffic- r engineering firm preparing traffic, parking and bikeway feasibility studies �f EDUCATION for various jurisdictions within San Diego County. Mr. Jugar is B.S. in Civil Engineering experienced width traffic analysis software packages such as Highway 1993 Capacity Software (HCS), Traffix, Synchro, TRANSTY 7F, and PASSER l- 111-90. He is also familiar with traffic simulation packages such as X PASSER II-90 and SimTraffic"111 . YEARS OF EXPERIENCE 10 A few of Mr.Jugar's representative projects include: — i n CARLSBAD TRAFFIC.MONITORING PROGRAM — CARLSBAD, CA: Project Engineer responsible for the Growth Management Plan — REGISTRATION g P g Registered Professional Engineer Annual Traffic Monitoring Program that entails the collection and i analysis of data at critical mid-block link locations and major � California,#66939—P.E. 1 �— intersections throughout the community of Carlsbad. The mid-block i— Registered Traffic Engineer link counts were conducted at 31 locations throughout the City of ! AA California, #2173—T.E. Carlsbad. These counts were conducted using mechanical tube i counters that were placed and monitored for a 48-hour period. it Intersection turn movement counts were conducted at 60 PROFESSIONAT.AFFILIATIONS intersections for two three-hour periods in both the AM and PM to Institute of Transportation assure that the peak hours would be clearly identified for both. The Engineers (ITE) field data was reduced and capacity analysis was performed based on 74 existing geometric and lane configurations. American Socien of Civil ■ MERCADO BUSINESS DISTRICT ACCESS & ANALYSIS Engineers (ASCE) — ESCONDIDO, CA: Project Engineer responsible for the pedestrian and vehicular analysis of various access scenarios for the proposed Mercado Business District Gateway. This project included preparing plans, specifications and estimates (PS&E) for recommended access improvements at the Centre City Parkway / Grand Avenue intersection. This project included a traffic signal design of the #A Centre City Parkway / Grand Avenue intersection utilizing video detection. • CENTER FOR PERFORMING ARTS PEDESTRIAN CROSSING STUDY — ESCONDIDO, CA: Project Engineer responsible for conducting analysis of the existing mid-block crosswalk along 1 Escondido Boulevard just north of Valley Parkway. The existing crosswalk provides pedestrian access between The Center for b Performing Arts and the commercial site west of Escondido Boulevard. Analysis.and access recommendations were presented to City staff. ib i a C�-62 i ! (7ATTACHMENT I 13 P.WOODWARD DIKE Woody joined Wallace Group in 2001 to establish the Landscape Architecture Division. Landscape Design Director He is an award-winning designer with over 35 years in the profession who believes and Planner that landscape architecture unifies art,culture,community and land.He brings passion 4 and creativity to all of his projects.His notable works include community planning and t site planning as well as cultural and educational facilities,parks and recreation projects, commercial and residential developments.His long-term professional relationship Education with the Claremont McKenna College,in which he provided campus master planning MFA,Fine Arts and landscape design for numerous facilities for a period of 25 years,exemplifies his Claremont Graduate School remarkable experience. � Claremont,CA Woody has received honors and awards from the Southern California Chapter of the ! American Society of Landscape Architects,American Institute of Architects,Pacific Coast Registration Building Conference(NAHB)and the American Institute of Planners.The American ! California Licensed Landscape Society of Landscape Architects has recognized him as a Fellow Member for outstanding ! Architect,Number 1330 contributions to the profession. ! Representative Projects ! Affiliations Chandler Ranch Specific Plan,Paso Robles,CA. American Society of landscape Master planned a new community on 826 acres,with 1,440 home sites in neighborhoods ® Architects,Fellow Member that surround over 200 acres of oak woodland preserve.The build-out population of the ® ranch will be over 3,800.Also guided the establishment of community design character Coyucos Land Conservancy and landscape design guidelines. ! Member,Board of Directors ! Highridge Ranch,Logandale,NV. Laguna Art Museum,Past Master planned the 120-acre equestrian themed 240-unit development with an array of ! Member,Board of Trustees open space amenities planned around the existing equestrian center,including a horse and pedestrian trail network,recreation pond,neighborhood parks,and natural open Kiwanis Club of Laguna Beach, space areas. Past President Bradley Ranch Specific Plan,City of Santa Maria,CA. ® Discovery History Museum of Provided master planning for the Specific Plan for annexing the 1,700-acre community Orange County,Post Member, that includes a village center and development areas for mixed-use,low to high density \ Board of Trustees residential,commercial,civic facilities,and also an open space and recreational program. \ Also established community design character. \ LaJoya del Pacifico,Baja California,Mexico. Provided community master planning and created a landscape master plan for a new coastal resort town to include a major town center,commercial center,residential \ developments of various densities,golf course and recreational amenities,and infrastructure on 700 hectares 0,729 acres)for a built-out population of 25,000. Trilogy Active Adult Communities in Nipomo and Brentwood,CA.. Developed landscape master plans for the Amenities Club site and directed landscape \ design execution for the Club,Models Complex and Tour Center for these new ® communities.Also developed sculptural and monument artworks. ® Cal Poly San Luis Obispo Student Housing North,San Luis Obispo,CA. Developed landscape design and site planning for the new,2,700-bed student-housing \ complex on 27 acres. TA Avila Valley Lodge,Avila Beach,CA. 1 Development plan for the 100-acre resort/conference facility,with a lodge,villages of bungalows and cottages,pools,parking and other engineered facilities,and preserved i natural areas including wetland corridor enhancement. i 1 WALLACE GROUP. / �f 1 s • U ATTACHMENT 1 14 YEE SEN LEE-WOLFE Yee Sen brings years of experience as an owner/principal of a landscape and horticultural a Senior Landscape Architect consulting firm to her present leadership role in the firm's landscape architecture division. She leads a team of landscape architects and designers in the technical development of landscape design projects,ranging from small private residences to complex,large-scale civic and land developments.A former public librarian,she also brings her extensive Education research experience and writing abilities to all of her projects. • � BA,Landscape Architecture, University of California Yee Sen has devoted the past 30 years to the full complement of landscape architectural Berkeley design practice.She has hands-on experience in all phases of project development, including design start-up,design development,construction drawings and specifications, MLS,Library Science construction support,and technical report writing.She excels in the management of University of California complex large-scale projects. $ Berkeley Representative Projects 94 Chandler Ranch Specific Plan,Paso Robles,CA. Registration Developed landscape design guidelines and community planning texts to guide future California Licensed Landscape community development. Architect,Number 1631 Trilogy Active Adult Communities in Nipomo and Brentwood,CA. Council ofLandscopeArch;recrural Served as project manager for the landscaping of the Club Complex,Model Complex Registration Boards Certification and the Tour Center for two new active adult communities.Oversaw client and project Number613 coordination and the development of construction documents. Lo Jaya del Pacifico,Baja California,Mexico. Affiliations Wrote the planning and design text for the marketing portfolio book for the new American Society of Landscape community master plan. � Architects Bradley Ranch Specific Plan,Santa Maria,CA. American Library Association Wrote the Community Design Concepts section of the Specific Plan for the annexation of the 1,700-acre mixed-use community. Cal Poly San Luis Obispo Student Housing North,San Luis Obispo,CA. Developed performance specifications and wrote a design report for the 1,700-bed i student housing project for design-build purposes. D Trilogy Central Coast,Nipomo,CA. TA Provided project management services,oversaw preparation of construction documents, and developed technical specifications for the community center for a 1,200-lot residential development.Also designed landscape prototypes for production homes. TA Rancho Arroyo Grande Winery,Arroyo Grande,CA. Checked drawings and wrote specifications for the landscape development for the 15- acre winery,including outdoor events courts,trails,amphitheater and nature preserve 1 zones. VA Pacific Architecture,Commercial Projects,Santa Maria,CA. TA Developed landscape schematic designs to the City's new landscape standards for a retail/ 1 commercial complex and for an office/warehouse development. Prior Experience TA Yamama Palace for Prince Abdul Aziz bin Fand,Riyadh,Saudi Arabia. Magic World Theme Park Nursery&Demonstration Garden, Dubai,United Arab Emirates. National Greenery Project,Kuwait. Dubai International Airport Expansion,Dubai,United Arab Emirates. King Khaled International Airport,Riyadh,Saudi Arabia. S , �A_� King Fand International Airport Nursery,Dammam,Saudi Arabia. t , WALLACE GROUP,. z .Q 0 ATTA.CHME T a a A Al 1.'K 15 1 Hit: 1JAWAGRO1,11 K Honored hr 1e, San Do Business Journal "if'ho:c Who In Real Estate" Gary H. London December, 199i President ! I warded Lumbdu Alpha International(.Stn, DiG,o Chapter) "4lennher Q/ The )'car" Fehruarr, 1996 ED CC-1 TION Master of City Planning, San Diego State University- 1976 1 Bachelor of Arts-Political Science/Economics 1974, University of California-Berkeley 1 PROFESSIONAL A.ND BUSINESS HLS'TOR I' 1 1 Price Waterhouse, Real Estate Consulting Group: West Region Director, 1988 to 1991 Laventhol& Horwath: Director of Real Estate Advisory Services, 1985 to 1987 1 The Goodkin Group: Executive Vice President, 1978 to 1985 San Diego Chamber of Commerce: Urban Planner, 1976 to 1977 City of San Diego: City Planner, 1975 to 1976 1 1 RAA'GEOFEXPERIENCE 1 Real Estate consulting experience includes investment and development consulting.On the investment side,projects have included apartments, retail centers, office, industrial and mixed-use projects. On the development side, 1 experience includes large-scale residential developments, office buildings, industrial properties and hotels. Clients include major corporations, financial institutions, small businesses, individual developers, investors and public 1 agencies. Projects include financial feasibility and market economic analysis for acquisition and disposition, strategic and business plartning, portfolio analysis, mixed use assessment, litigation consulting and workout programs, deal and lease negotiations. Mr. London is a columnist with San Diego Metropolitan Magazine. He has had articles published and has been quoted in the Wall Street Journal, Professional Builder, Builder, California Land, California Business, New York Times, Los Angeles Times, San Diego Union, San Diego Daily Transcript, San Diego Metropolitan Magazine, Real Estate Securities and Capital markets and the San Diego Business Journal. PROFESSIOAAL AND BUSINESSAFFILI:t TION • Adjunct Professor,Burnham-Moores Center for Real Estate, University of San Diego • Past President(2001-2002),and elected member of the San Diego Chapter of Lambda Alpha.International. • Instructor, University of California, San Diego Extension(Investment and Development • Feasibility; Real Estate Economics) • Instructor,New School of Architecture(Management and Finance) • Appointed Member of San Diego Chamber of Commerce Transportation Task Force • Distinguished Toastmaster(DTM),Toastmasters International/Founder of La Jolla Village Toastmasters • Elected Member of San Diego Downtown Rotary • Full Member, Urban Land Institute(ULI)and member of the Urban Development Mixed Use Council. • Member of the San Diego Building Industry Association(BIA) EI Cortez Building 702 Ash Street, Suite 101, San Diego, CA 92101 619-269-4010 o email glondon@londongroup.com L s NT f 16 1111; LONDON G1101 1' t Nathan L. Moeder Principal I. EDCC-ITIO.N' Master of Science in Real Estate University of San Diego 1006 Bachelor of Arts—Economics Major, Mathematics and Business Minor University of San Diego 1998 PROFES.Y1O:VAL.-1:VD BL S'IAE.S'.S 111S'TOR 3' The London Group Realty Advisors, Inc. Principal, 1998 to Present RANGE NGE OF EXPF_RI E.YCE Nathan Moeder is a strategic consultant and real estate economist whose clients include real estate developers, investors, corporations, financial institutions, businesses and public agencies. Project assignments span all real estate sectors including residential developments,office buildings, industrial,hotels retail and mixed-use projects. Projects include financial feasibility and market economic analysis for acquisition and disposition, strategic and business planning, portfolio analysis, mixed use assessment, litigation consulting and workout programs, deal and lease negotiations. m Mr. Moeder is a member of the Urban Land Institute (ULI) and serves on the board for the San Diego / Tijuana lb District Council. He is currently the Young Leaders Chair, which is a group within ULI that focuses on the networking, development and education of young professionals in the land use industry. He is a ULI Panel D Advisory Services Honorary Associate and has participated in advisory panels in the continental U.S.,most recently 6 being in Meridian, Mississippi. D Mr. Moeder is a real estate finance, investment and valuation expert. He is instructs at University of California, San i Diego Extension for Investment and Development Feasibility., Real Estate Economics and Financing Urban Development. He also instructs at Newschool of Architecture for Management and Finance. i Mr. Moeder holds a B.A. in Economics with concentration on mathematical theory. He was a student participant of the first residential real estate forecast through USD and was part of the inaugural class for the Master of Science in % Real Estate(MSRE)program at the USD Burnham-Moores Center for Real Estate. 0 PROFESSION:tL:tNDBUSINESSAFFILL-1TION 0 u Urban Land Institute San Diego/Tijuana Board Member: Young Leaders Chair u ULI Panel Advisory Services Honorary Associate u Instructor, University of California,San Diego Extension(Investment and Development Feasibility; Real Estate b Economics and Market Analysis; Financing Urban Development) D Instructor,Newschool of Architecture(Management and Finance) 4 u Member of University of San Diego(USD)Real Estate Alumni, Burnham-Moores Center for Real Estate 1 u Member of USD Commercial Real Estate Committee u Certified Toastmaster(CTM),Toastmasters International 1 u Past President of La Jolla Village Toastmasters 1 1 EI Cortez Building 702 Ash Street, Suite 101, San Diego, CA 92101 619-269-4010 o email nathan@londongroup.com el 16 O Attachment 2 AGREEMENT THIS AGREEMENT is made and entered into in the City of San Luis Obispo on this day of , by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City, and RICK ENGINEERING COMPANY,hereinafter referred to as Contractor. WITNESSETH: WHEREAS, on August 10, 2006, City requested proposals for consultant services in connection with preparation of an area plan for the South Broad Street Corridor,per Specification No.90661. WHEREAS, pursuant to said request, Contractor submitted a proposal that was accepted by City for said consultant services. NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained,the parties hereto agree as follows: 1. TERM. The term of this Agreement shall be from the date this Agreement is made and entered, as first written above, until acceptance or completion of said services, pursuant to Contractor's proposal. 2. INCORPORATION BY REFERENCE. City Specification No. 90661 and Contractor's proposal dated [date],are hereby incorporated in and made a part of this Agreement. 3. CITY'S OBLIGATIONS. For providing consultant services as specified in this Agreement,City will pay and Contractor shall receive, therefor, fixed quantity compensation in a total sum not to exceed $110,000.00. The City Administrative Office may authorize additional compensation on a time and materials basis for additional work by Contractor in addition to the approved proposal, not to exceed$5,000.00. 4. CONTRACTOR'S OBLIGATIONS. For and in consideration of the payments and agreements hereinbefore mentioned to be made and performed by City, Contractor agrees with City to provide services as described in Exhibit A attached hereto and incorporated into this Agreement. 5. AMENDMENTS. Any amendment, modification or variation from the terms of this Agreement shall be in writing and shall be effective only upon approval by City Administrative Officer. Consultant A,reement. South�ad Strect Corridor attachment 2 Paee 2 6. COMPLETE AGREEMENT. This written Agreement. including all writin-s specifically incorporated herein by reference. shall constitute the complete agreement between the parties hereto. No oral agreement, understanding, or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral agreement, understanding, or representation be binding upon the parties hereto. 7. NOTICE. All written notices to the parties hereto shall be sent by United States mail, postage prepaid by registered or certified mail addressed as follows: City City Clerk City of San Luis Obispo 990 Palm Street San Luis Obispo,CA 93401 Contractor [ ] I ] 8. AUTHORITY TO EXECUTE AGREEMENT. Both City and Contractor do covenant that each individual executing this agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party. IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written. ATTEST: CITY OF SAN LUIS OBISPO, A Municipal Corporation By: City Clerk City Administrative Officer APPROVED AS TO FORM: RICK ENGINEERING COMPANY i By: 4ity Attorney g/cd-plan/jho k/broadstreetcoaidor/projectmanagemenUconsultantagreement 10-17-06 Jeff Hook - 10.04.06.pdf Page 1 EXI-111,31T "All SOUTH BROAD STREET CORRIDOR PLAN SCOPE OF WORK The proposed scope outlined beknv represents the rants of investigations and concert generation needed to prepare a development analysis and plan to revitalize South Broad Street. This rcvitalvarion will emphasize the iderttifieation of development situ+, the intt}Ration of transportatio n males, the promotion of vibrant pedestrian-orien ted developm Lot, and will ensure the development ofpedestrian linkages, open spaces, and infrastructure to promote the reintegration of the South Broad Street Corridor into the Eabrie of the (:try of San Lw.s Obispo. Working closely with City stat£ advisory co rnitroc members, Caltrans;, and other community and business stakeholders, the Conaultanr 'Teams scope of work will consider [he full range opfhvsicaL said, political, and econonric factors that must cone together to itplement viable development criteria and programs on various sites within the South Broaditreet Corridor proIeer arca. The Cosultanr 'Team will build critical City, other stakeholder agency, and community support through a proactive design process where stakeholders are actively engaged, concerns addressed, and hopes realized. At the core of this proposal is the recogniucn thatrhae are indeed significant development opportunities within the project area and that these opportunities can be a catalyst to reconnect the South Broad Street Corridor to other important areas of the surrounding arta, such as the Multi-Mata I'I'ransit Center, I lawthorn lilememary School, Historic Railroad District, Meadowpark,and the developments already located along portions of South Broad Street. Given the block dimensions along South Broad Street, ane key challenge will be to investigate the necessity of combining parels and providing scaled development, along with him these can be accommodated within the fabric of the existing surroundings. Additionally, an important aspect to any new infrastructure investment is how new and integrated streetscpc improvements can provide: a clear sense of place and arrival. A lin]mges system within the Corridor will Ie a priority and will be the thread that tics open space, residential, and commercial components together. The kcy to any sucussful plan, and as an important aspect to the proposed scope of work, is the development of dear implementation methods, looking at early, vucrmerliatc, and long-term measures that can sustain continued development built around transportation systems. iL...... i .4n...i. :I.I .a ,:I' 'n' INN, 1,i 1._ n.A. 6an..v:IK,nm SAN I t115 ORIWO SAN DIFCO RIPF114"M ORANGF SACRAMFNTO PHOFNIX TUCSON (f Jeff Hook - 10.04.06.pdf Page 2 xy T .4 too 2 Ii�l1ISIiI:RISI (A,�u':\\Y TASK 1 EXISTING CONDITIONS SURVEY Task 1.1 Refine Scope of Work and Project Area .1 Review and refine proposed project arca,scope, and budget with City staff. Task 1.1.1 Project Set Up Develop and agree upon a project schedule and tetanal to be implemented throughout the entire project. Reconfirm appropriate review processes/eommrtut tees. 1 Reconfirm with the City all stakeholders and regulatory agencies to be engaged during the planning and design process. d Define all project deliverables, project meetings, public meetings with various stakeholders in interested property owners, interviews; and workshops and integrateinto the master project schedule. !' Work with the City to sere up a working focus Group, to include all Agencies, such as Caltrans and others stakeholders, to review all work and help guide the overall process. Task 1.2 Review of Existing and Current Planning Policies ./' Review of previous plans, EIR reports, and any dgm guidelines, including an evaluation of any market and eeononic aspects contained within thea studies. Thi, includes the Community-Based Transportation Pluming Grant, Broad Street Enhancement Commmunity Outreach Input Report, and C:ontextSensitiv a Solutions in Designing Major Urban Thoroughfares for Walkable Communities. 1' Review the pluming performed byother public agencies that has or will have an impact on the project area and other proposed projects. .oO' Review any proposed and on-going deve:loptnent projects in adjacent areas. Task 1.3 Review of Existing Conditions Site Issues and Opportunities !' Identity frill range of the project area, including: potential development sites and their issues and opportunities; reviewing and analyzing issues thatwill affect any future dacloper RFI) preparation., such as environmental limitations, infrastructure, and other Implementation r,'ulatory issues that need to be addressed early in the process. This step will also involve any updad% of City supplied base mapping that may be re'yuired for the study. Assess all existing design and strersape guidelines and standards for all the various agencies that have influence along the South Braid Street Corridor. .,0' Identify and review and diagram street, blanc k,building, and open space typxrlr>j N. 1' Review and diagram historical and cultural features. Economic and Market Study .✓ Development of a comprehensive market and economic analysis Market Analysis O Profile regional market trends as well as place the subject site into perspective markets. O Identify market competitive and the strengths and weaknesses of the project site. O Identify project arca market opportunities,rtunitics and constraints by Lund use category. O Estimate market depth and absorption capacity for proposed uses. 'II rant lana 6•..r.i "W, ;In 'I....... PSI l..:-u' I.\\:i:F l' ",I Vi'.: ..ib Ar ncinrrun::.r raw GAN IDIS ORISPO SAN DIFCO RIVFRSIDF 0RANCF SACRAMF,VTO PHOFNIX TUCSON Jeff Hook - 10.04.06.pdf Page 3 l'\%;INIA.WNt.COMM,\) • Determine the overall cipabdiri�N and needs (Aic market by projecting overall market demand for the development concepts. • Supply, and demand analysis for proposed lanais�s by market and 1)), scgment for the foreseeable fixture. • Project mid analyse die impact of cyclical realestate chanl;LN, long-tam market trends, and external factors on property sales prices. Feasililia' Analysis • Evaluate feasibility of the proposed land uses. • Estimate project specific public improvements needs and costs. • prepare financial profort=s that dationstrate feasibility of the proposed land plans and rectimmaid an approach to'phabing' the development plan. Opinicii Survey 0 prepare acomniunity op.flu I on survey to inform the public and solicit ideas regarding land uses. 0 Review of dtvelopmait trends, evaluate local danographic trends, and provide UrAlarcs m the office, research and development, biotech, industrial, retail, r=cmiunaL and hotel markets. 0 Review market data and anal'v-zc the demand/supplyconditions for prototypical land uses. 0 Identify specific tools and incentives to promote redevelopment,. including financial tools to Rind redevelopment and businms relocation incentives. Transportation Engineering Review of previous City and Caltrans transportation reports and standards, and prepare Transportation Study by analyzing ms* conditions, circulation, transit improvernerits, and LOS analysis of"isting intersections and roadways inproject area, and existing parking, conditions. This work would involve coordination with the City and Caltrans. Review of previous transportation reports, goals and vision for veludes, bicyclists, transit and pedestrians along South Broad Street. X Examine existing volumes including peak hours, ADY and accident reports to be used in analysis of adjacent streets and intersections within projar area. Review existing forecast model to be used in detan-miation of future traffic volumes. ,00 AnaINrze mismig mid future vehicular, bicycle and pedestrian short-, middlr and long-tam traffic conditions, circulation, parking, freight kiadinb/unloading, transit ridership, transit improvements, transit conrioctiviry, and LOS analysis of intersections and roadways in project area. Je Examine impacts to signals in pr(*a area and coordinate traffic signal system. ,d Determine and analyze potential land use and opaatio4 W impacts of proposed phased improvements. Review, study, and propose appropriate- traffic calrrmig concept., mid other Caltrans "Community— Based Transportation Planning Grant" safay needs, ...... ....... 1,00.......... :tW.. ww....... SAN I UIS ORI%PO SAN DIEGO RIVfkSJDF ORA.N(;f SACRAMENTO PHOFNIX TUCSON 671-Is- Jeff Hook- 10.04.06_pdf Page 4 �R.01 BI T "Alp ® 4 Deliverables: O Existing Conditions Rgxxt to include identification of kcl' development sitLN and issues, market study, previous plans matrix, enlinecr.Ing constraints and transportation assessment. O Revi:ded Scope, Budget,and Project Schedule. Meetings: 0 Mectinln with the City and Focus Group. 0 Meetings with other stakeholder groups as requi ed. 0 Team Meetings. TASK 2 AFFIRM VISION AND GOALS This task will lay the foundations for the entire projea in terms of reaffirming goals and the overall vision based ort the Broad Street L ithanantnt Community Outreach Input I*rt (BSE), Spring 2004 for the South Broad Street Corridor. A working session with the'Technical Committee will establish a set of working goals that will then become the basis for the first Public Meeting. A key set of do ign and development criteria will develop during this task that will then becahc the basis for the straw-gic planning framework in Task 3 and the development of alternatives inTask 4. Task 2.1 Working Meetings and Charrette to define Goals and Vision .,0' 'Through a working meetings, interviews the consultant team will affirm, goals and vision with the Technical Committee and other stalholders. This task will invlve reviewing, endorsing, and prioritizing the existing goals and vision from the BSI? for the development of the South Broad Street Corridor. Task 22 Preliminary Design and Development Criteria .,0' Develop, through meetings, a series of desil,m and developn=r criteria to evaluate dtsigm alternatives that would include issues suds streetsmN architectural massing, articulation massing, development, programs and transportation metrics. Deliverab les: O Affirm Goals, Vision, and Issues TechnicalManorandurn outlining key consensus goals, visions, and issuLN. Meetings: 0 Interactive meetings with the Focus Group to establish working, goals and vision. 0 'Turn Meetings as reyuiretl. O Mectmgs with other key stakeholder gaups. 0 Public Meeting #I: Community "Kick-of?' Workshop toreconfirm nfirm existing Goals, Visions, and Site Issue... I I.�ilti i.�� ih•.i ���il,. II,. . .i ii �I.i i.�l,, i. I•I .,i •II. .� \\ i.il.. .:1_ iii ..... i•1. •ii SAN IVIS ORISPO SAN DIEGO Riwf N%1Df ORANGE SACRAMENTO PHOTNI% TUCSON l Jeff Hook - 10.04.06.pdf Page 5 "A„ ® 5 TASK 3 SOUTH BROAD STREET PLANNING STRATEGY FRAMEWORK The success of dis project will rely not only om how well South Broad Street is developed, but how the South Broad Street Corridor will be both an integral piece of the greater fabric of the City of San Luis Obispo and a vital mixed-use street. This task will be to look at how the development of this street can become a potential catalyst for future development, connect to other successful areas of the City,and help to revitalize others. This process will involve a series of workshops/pub GcmLvurV to build consensus in order to develop the strategic plasmin& framework that will integrate transportation and land use ok isioms for all the sites and to define prdimatary ideas for the =seapxx of the corridor. It is here where the Consultant Team will develop an overall planing strategy for all key sites based upon vision and goals, using as transportation, site, and economic/market analysis information developed from the Lioisting Conditions Study as a way to provide hard relines for the framework. This task will develop alternative frameworks early the task as a way to show a variety of land use directions and understand the potentials, as well as the trade-offs, for any from based code design decisions. A final strategic framework strategy Z be selected to become the basis of conceptual sic illustrations and site program development. It is expected that the Consultant Tarn will work closely with the (:iry and other stakeholders within this task to develop a strong planing framework. This task will include Task 3.1 Developing an overall Strategic Framework Development Plan that idcnufics an overall vision for Broad Street, kcy development site's, integrated program strategy, and "ages and gateways to connect the area to the rest of the downtown area utilizing the market study in Task t as a baseline ,! Outlining a proposed strategy for enhancing setacap a including street furniture and lighting recommendations, the transit system, roadways, open space, and puking as part of a comprehensive transportation system that look s to service the entire area 1 Idonrifyutg general markka-based programs and W use proposals for specific development sites within the project area, including best preferred mixed-use and development intensity. .1 Identifying preliminary early implementation strategies for development/infr astrueture improvements. .d Articulating key elements of the design to un derstand what makes a successful business corridor. .✓' Working with the City, the Advisory Comamittce,ohe business community, and other stakeholders through interactive meetings and workshops to help understand different potentials and possibilities of future development sites, right-of-way consolidation, joint development opportunities, open spaces, and their networks, districts, and Public access. Deliverables O Strategic Planning framework Development flan to include test narrative that outlies key development sites, rnarlct hased-program propxsak for the sites, key overall transit, transportation and parking strategies, linkages, connections, and potential (Ten space within the project area. 0 Transpxrtatiom Corridor Plan. O 1'ranspxrtation parking and Circulation Plan. -1I I.il%k I.i-h:).P,i �Iiit: Ili ..i iii.1 W1,, , o.l.iii.. li�l .i .:I�i ii \\ i:.ii i. I_ _ iii-i .i.... SAN IUis Douro son niFt.o eivFesIM oeANCF s.tcwsMFNTo PHOFNI% Tucson Jeff Hook - 10.04.06.pdf Page 6 IIT "All . 6 ten Meetirip O Interactive meerungs Wath the Pons Group to establish working goals and vision. 0 Team Meetings as required. 0 Meeting,- with other ken•stakeholder groups. 0 Public Meeting #2: Connnunity Workshop —an interactive visioning workshop to develop Strategic Plattrvng Framework. TASK 4ALTERNATIVESI PREFERRED ALTERNATIVE FOR SOUTH RROAn STREET Conceptual desilm illustrations for the entire corridor and key development sites and they specific programs will be developed from the strategic planning framework plan that outlines major districts,open space, future development, and key linkages. As the Consultant Teammoves from the scale of the City and the design of South Broad Street to individual sites within the progct area, the potential development sites will be tested through development of plans, sections, and off-street parking potential for ultimate development yield capacity. All designs will be done wih a rigor to work within all key regulatory constraints, transportation r alities, and ensure market and economic feasibility. Preknnirnary reconanendatios for streetscape guidelines will be developed. A series of public meetings will be held to uaform the commani ty and gain feedback for the proposals. Task 4.1 ." Define and illustrate alternatives for South Broad Street, including strcetskape designs, transit options and recommendations, market-lased land use progruus, and open spaces through plans, sections, perspective sketches, massing stuns, and Mustratitms that translate the goals and visions to a marker-based plan. .� Define and illustrate key elements of the design for each alternative from roadway configurations to potential stro:tseape elements to building massing. !' Identify key implementation options for each alternative. .d Description of font public-private development opportunities. Develop and prepare preliminary multi-modal transportation circulation plan and recorn nendations for the project area. Develop and prepare a preliminary companion on and off-street parking plan m part of the multi- modal circulation system eotnecvng proposed parking. .� Define early unnkmentatim step: for each alternative and assess pro's and con's of each ./' Assess each alternative to dw development criteria developed in Task 2. Through a series of Advisory Committee workup mectingi, workshops, and community meetings, a preferred alternatives) will be chosen to further develop and refine .✓' Compete illustrative fined plan with plans, sections, and illustrations. !' Identify catalyst projects and fiscal impact analysis. .�' Complete rectmmmendrtuns for pintising, early implementation, and potential funding sources. .✓' Transit and parkin; rot:ommendankns, including transportation circulation plan, parking plan, roaduav recommeodanau, and transit recommendation .1' Preliminary Strectscapc• and infrastructure recommendations, guidelines, and standards. -0 Preliminary form-based codes and archro:ctural standards. I: L,nl Ix•.Ku,, 1, Ile. Id•.I m,-rl....... i_prl.•.wd'1.111 .P'. ..Ile 11 . i \\ I...... SAN ItHS ORIN'O SAN DIF(.O RI\•FRSIDF ORANGE SACRA.NFNiO PHOFNIX IC)CSON 4�/-��' Jeff Hook - 10.04.06.pdf Page 7 r , - r 7 L�r.nl t Ion„l'r r\nr\v Deliverables: 0 Aternames Phan with specific recommendations fix Land use, transit options, strectscape improvements, development standards, implem rotation measures and form-based codes. Meetings O Interactive meconin with the Focus Group to establish working goals and vision O Team .Meetings as r luirci 0 I\Iatings with other key stakeholder groups. 0 Public Meeting #3 Cotnmunity Mectuag: ekincatio n of Alternatives and Prel rred Alternative (Preliminary Development Plan). TASK 5 FINAL REPORTS 'Phis Task will culminate and document all the previous work and provide the followiral;. Task 5.1 1' South Broad Street Corridor that includes a plan, satiorns and illustrations, development yields, and desaipnan of Land use programa for all identified development sites within the project arm !' Key illustrated proposals will also be made for new public open spaces, transit improvements on Broad Street and adjacent streets, gateways, koreet sectioms and proposed landscaping, and co mtecaons. 1 Prepare key design criteria, streetscape Odeknes,standards, and recommendations for the corridor and document next steps and implementation strategies. 1 Description of jo int-develop melt oppornini es (if applicable) for each development site. Develop and prepare multi-molal transportation circulation plan for the project area. d Develop and prepare a companion off-street parking plan for the two areas as part of the multi- modal circulation system eotineting proposed park4,. .✓' Estimation of project specific public improvements needs and casts. Detiverab les: 0 Final larnd Use, Form Based CodLs aniiLtsdijv Improvements Plan sections, perspective sketches and illustrations. O Implanentariom PLaa with short and long term recxnmendadons based on form based code development and infrastructure improvements. O 'Transportation Corridor Plan. 0 Transportation, Parking and Circulation Plan. 0 Draft Final Report for Review. O Final Report. Meetings O Mectings with the Focus Group. O '!'earn Nlmings as rulurcd. O Matings with other key stakeholder gawps. 0 Cin,Council Presentario n 1.m..K.,.,.l Sur it I0- ri.....,. i e61i%ni.i' .nil ..� .:I• 'ir' \l r.a Y. •:I_ _ m Ver n'gmr.rn. ur. SAN IUIS OBISPO SAN DIF(.O MIRSIDF ORANGF SACRAWNTO PHOFNIX TUCSON