HomeMy WebLinkAbout09-06-2016 Item 13 Review Work Scope & Authorize a RFP for Consultnt Services to update the City's Zoning Regulations Meeting Date: 9/6/2016
FROM: Michael Codron, Community Development Director
Prepared By: Doug Davidson, Deputy Director
SUBJECT: REVIEW WORK SCOPE AND AUTHORIZE A REQUEST FOR PROPOSAL
(RFP) FOR CONSULTANT SERVICES TO UPDATE THE CITY’S ZONING
REGULATIONS
RECOMMENDATION
1. Review work scope and provide feedback on the proposed tasks and related budget to
implement the Land Use and Circulation Element (LUCE) and other identified Zoning
Regulation updates; and
2. Authorize the issuance of request for proposals (RFP) for consultant services to assist staff in
updating the City’s Zoning Regulations; and
3. Authorize the City Manager to award a consultant services agreement in an amount not -to-
exceed $225,000 as budgeted in the 2015-17 Financial Plan for updating the Zoning
Regulations and the associated environmental review.
DISCUSSION
Background
The City initiated the LUCE Update (including the Circulation Element) in early 2012 with the
support of a Sustainable Communities Planning Grant from the California Strategic Growth
Council. The primary objectives of the Update were to respond to any changed conditions in
San Luis Obispo, incorporate sustainable practices and policies, respond to new State planning
requirements, including climate change, and engage the community in a reaffirmation of the
vision and goals for the City’s future. The LUCE Update featured a community engagement
program, which included a resident LUCE Task Force from diverse geographic areas of the City;
a city-wide community survey; a series of six community workshops; open houses; on-line
forums; and numerous other outreach efforts.
The City’s Zoning Regulations are the primary implementation tool of the Land Use Element
(LUE). The attached draft work program (Task 2.7) shows the LUE Update Programs that
necessitate amending the Zoning Regulations. In addition to implementing the Updated LUE,
other proposed subtasks have been included in Task 2.7 that have been identified as necessary
for this more comprehensive update to the Zoning Regulations. While City staff conducted in-
house updates in 2007, 2009, 2010, 2012, 2013, and 2014, these updates were driven largely by a
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specific issue at the time and were not comprehensive in nature. A more comprehensive
approach has been taken in developing the draft work program in order to allow San Luis Obispo
to continue to be innovative, in the forefront of best practices and address community concerns.
An example of an issue identified outside of a Land Use Element program is t he need to
overhaul Table 9 (Land Uses Allowed by Zone) with current descriptions of land uses, to reduce
overlap among land use definitions, and for ease of use by staff and the public alike. For
example, the current Zoning Regulations include seven definitions for office land uses: five for
permanent primary office uses, one for other office uses, and one defining temporary and
accessory offices. Staff is continually trying to fit a proposed office use into the overlapping
“professional,” “production/administration,” and “processing” office categories. The impacts of
these office uses are essentially the same. A reduction in the number of office use definitions
would allow more effective implementation of the regulations by staff and for the public.
Updates to the office categories needs review in a comprehensive manner to avoid unintended
consequences. The services of a consultant are critical for a more comprehensive update to
change long-standing implementation issues.
Staff has prepared a draft work program based on the amount allocated for the update in the
2015–2017 Financial Plan ($225,000). The LUE implementation, staff suggested, and many of
the optional tasks all fit within the budget while the schedule shows the project being complete in
December, 2017. All of the tasks in the update are broken out into line items by cost. This is a
preliminary scope of work that will undoubtedly have some minor changes after the scoping
process and negotiations with the selected consultant.
Planning Commission Review
This work program was reviewed at a Planning Commission study session on August 10, 2016.
Overall, the Commission thought the scope of work was thorough and recognized that the
Zoning Regulations are the primary tool to implement the LUCE. The Commission had the
following suggestions for moving forward with the Update:
1. Include a legislative draft for each of the drafts of the Update. This would add approximately
$13,000 to the budget. The work scope before the Council tonight has been amended to
include these additional legislative drafts.
2. Concentrate on making the public outreach opportunities as productive as possible; consider
using a different term than “study session” for the early Advisory Body meetings.
3. Capture some of the discussion of the Commission on the Special Focus area projects to
encourage innovative design in new neighborhoods, particularly in lot patterns. (Further
discussion revealed that the Subdivision Regulations Update may be the best place for this.)
4. Encourage energy efficiency in new developments: solar energy, electric vehicle charging
stations, alternative fuels, grey water systems, and other means.
5. Include two public hearings at the Planning Commission and City Council; additional
meetings would be optional tasks. The work scope before the Council tonight has been
amended to include these additional meetings.
The attached scope of work, as modified, will be included in the RFP, however the scope of
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work will be finalized with the selected consultant. The RFP will be published on the City’s we
PHASES OF PROJECT
The draft project scope of work has been divided into three steps:
1. Project Initiation and Coordination
This phase is intended to establish a program and plan for the City’s Zoning Regulations Update
through a series of meetings and other ongoing coordination between City staff and the
consultant. The task will include a kickoff meeting between City staff and the consultant, which
will inform the development of a final scope of work and outreach strategy.
Once the scope of work and outreach strategy have been finalized, monthly meetings will be held
with the purpose of providing direction to the consultant, as needed. These meetings will be
coordinated between the City and the consultant on an informal basis, and the consultant will
prepare summaries for each of the meetings. City staff and the consultant will also coordinate via
phone and email on an as-needed basis.
2. Zoning Regulations Text Amendments
The purpose of this phase is to prepare updates to the existing Zoning Regulations based
primarily on the recent update to the City’s General Plan Land Use Element (2014), as well as
other staff-identified updates (see subtasks of Task 2.7).
During this phase, the consultant will collect, analyze, and review data—including the General
Plan and existing Zoning Regulations—in order to assess internal and external consistency. The
consultant will prepare all drafts and final documents based on an approach agreed upon with
City staff and best practices for content, organization, and format. Additionally, this phase will
include outreach techniques and events. These events will include two community workshops,
two Planning Commission study sessions, a City Council study session, and several stakeholder
meetings. The events are intended to introduce the Zoning Regulations update process to the
community and decision-making bodies and to solicit input that will contribute to the
administrative draft document. The City’s Public Engagement and Noticing (PEN) Manual will
guide these outreach efforts as a collaborative approach. The PEN manual outlines the need for
collaborative outreach processes during City projects and actions and provides a guide to ensure
consistency in public engagement and noticing efforts. As a result of input received during
outreach activities, the consultant will prepare a key issues summary and key issues papers in
order to highlight some of the most significant zoning issues and outline a framework for
potential solutions.
3. Environmental Analysis/California Environmental Quality Act (CEQA)/Airport Land Use
Commission (ALUC)
This phase is broken out separately to reflect the LUCE Implementation Significant Operating
Program Change as contained in the 2015-17 Financial Plan (Attachment B). The task will
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include preparation of environmental analysis documents pursuant to CEQA requirements. To
meet these requirements, the consultant will prepare an addendum to the Land Use and
Circulation Element General Plan Environmental Impact Report (LUCE EIR) that includes a
project description and technical analyses which address each environmental issue area in the
CEQA Environmental Checklist. The addendum will be developed using the analysis in the
LUCE EIR. Preparation of a Mitigated Negative Declaration or Supplemental EIR has been
included in the list of optional tasks should it be determined that new significant environmental
impacts are raised by the Zoning Regulations update that were not addressed in the LUCE EIR.
This task also included the referral of the Zoning Regulations update to the ALUC for their
review and finding of consistency with the Airport Land Use Plan (ALUP).
4. Optional Tasks
Also included in the scope of work and budget are optional tasks that can be integrated into the
process if selected for inclusion in the final scope of work. These include zoning tasks such as
user guides, and updates to address key issues. The optional tasks also include alternatives to
tasks included in the primary task list. For example, the preparation of a mitigated negative
declaration (MND) or Supplemental EIR are included under the optional tasks if it is required in
order to fulfill CEQA requirements should it be determined that an Addendum to the General
Plan EIR is insufficient. The optional tasks also include additional community outreach options
that may be incorporated into the project, including stakeholder, staff, and community-based
workshops, as well as the creation of subcommittees and task forces.
SUMMARY
The attachment contains an itemized list of each task and a corresponding line item budget. The
City Council authorized a total budget of $225,000 for updating the Zoning Regulations,
including the Environmental Review and Airport Land Use Commission (ALUC) referral (see
Attachment B). The tasks are outlined in 3 main areas: 1) LUCE implementation requiring
updates to the Zoning Regulations, 2) staff proposed changes to the Zoning Regulations, and 3)
optional tasks for consideration. Some of the key issues highlighted for update to the Zoning
Regulations include:
1. Conduct a collaborative approach to public engagement as called for in the Public
Engagement and Noticing (PEN) manual, including workshops, study sessions and meetings
with stakeholder groups.
2. Implement the LUCE by considering development standards in multifamily housing near
campus, evaluating downtown residential development and residential densities, revising
Ordinance 1130 to address neighborhood concerns in the Upper Monterey area, and other
Land Use Element programs (see Land Use Implementation Subtasks under Task 2.7 in
Attachment A for detailed task list).
3. Update the Land Use Table, parking standards, and land use definitions, create medical
marijuana regulations, and other staff suggested changes (see Staff Proposed Changes
Subtasks under Task 2.7 in Attachment A for detailed task list).
4. Optional Tasks such as user’s guide/handouts, additional public outreach, and key issues
papers/summary.
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5. Additional tasks as identified by the public input, study sessions, staff, and the consultant
during contract/scope negotiations.
A Form-Based Code (FBC) for the downtown is outside of the scope and budget as contained in
the 2015-17 Financial Plan. Staff is envisioning a City-lead process in conjunction with Cal Poly
for a downtown FBC. This effort would be informed by and follow the completion of the
Downtown Concept Plan. Staff believes that this work can be done with support from Cal Poly
and with standard Form Based Code templates and examples pioneered by the Congress for New
Urbanism (http://formbasedcodes.org/definition/).
ENVIRONMENTAL REVIEW
No environmental review is required to request consultant assistance since it is not a project as
defined under CEQA. The actual update of the Zoning Regulations is a project under CEQA and
City staff and consultant will prepare the appropriate environmental review document as part of
the update process.
FISCAL IMPACT
The Deputy Director in Development Review will oversee the RFP and manage the selected
consultant. The Council authorized a total budget of $225,000 including the Environmental
Review and ALUC referral as part of the 2015-17 Financial Plan.
ALTERNATIVES
1. Request additional information or analysis from staff. Specific direction should be given
related to any additional analysis.
2. Modify the request to issue the RFP. Specific modifications should be identified to ensure a
clear scope of work.
3. Deny the request to issue a RFP and provide direction on how to update the Zoning
Regulations. This alternative is not recommended because staff does not have the capacity to
conduct the Update and implementing the LUCE would be delayed without the services of a
consultant.
Attachments:
a - Zoning Regulations Work Scope
b - Significant Operating Program Change
c - RFP Zoning Regulations Update
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MBAKERINTL .COM
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CITY OF SAN LUIS OBISPO ZONING REGULATIONS
UPDATE WORK PROGRAM
SCOPE OF WORK
The proposed scope of work for San Luis Obispo’s Zoning Regulations update project is organized into
four primary tasks listed below. The table following describes each of these primary tasks and subtasks
with a list of meetings, consultant deliverables, and City responsibilities assumed for each task. The
schedule and budget for each of these primary tasks and subtasks are also provided in this section.
Primary Tasks
• Task 1 – Project Initiation and Coordination
• Task 2 – Zoning Regulations Text Amendments
• Task 3 – Environmental Analysis/CEQA/Airport Land Use Commission (ALUC) Referral
TASK 1 – Project Initiation and Coordination
This task establishes a solid program and plan for the successful preparation of the City’s Zoning Regulations
update. This task involves an initial staff meeting, a final scope, and an outreach strategy, as well as ongoing
project coordination. Generally, the consultant will be available on an as-needed basis to coordinate with City
staff to facilitate the efficient exchange of information and allow for a timely response to City needs for
information from the consultant team.
Task 1.1 – Project Initiation. At the outset of the project, consultant staff will participate in a kickoff meeting
with City staff to discuss the work program and scope, project logistics, outreach history, and data needs. To
expedite coordination for the project schedule, City staff should provide the consultant team with any cleanup
items (e.g., internal inconsistencies) that need to be addressed in the Zoning Regulations update.
Following the kickoff meeting, the consultant will prepare a final scope of work if any changes are needed to the
scope of work in the RFP. The consultant will also prepare a final outreach strategy outlining the proposed public
participation program for project information, public meetings, and corresponding tools and techniques to
engage the public and maximize agreement regarding zoning solutions.
Meetings Consultant Deliverables City Responsibilities
Kickoff meeting
Conference call to discuss final
scope of work and outreach
strategy (if needed)
Kickoff meeting agenda and
summary
Final scope of work
Final outreach strategy
Attend kickoff meeting and provide
direction as needed
Provide background data and files
Review final scope of work and
outreach strategy, participate in
conference call
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Task 1.2 – City Staff Work Sessions. This task includes monthly project coordination with the City. Unless
otherwise coordinated with other meetings and workshops included in this scope, this task is assumed to include
conference calls or in-person meetings with local consultant staff and follow-up e-mail correspondence. The
consultant’s project manager will coordinate with the City’s in-house project manager to determine an informal
agenda for each meeting, and the consultant will provide a written summary of discussion and any follow-up
items from the regular coordination calls/meetings. Depending on the planned agenda for each meeting, other
project team members (consultant and City staff) will be invited to participate in these regular project
coordination calls/meetings.
Meetings Consultant Deliverables City Responsibilities
14 (one per month) conference
calls or meetings with City staff Meeting summaries Attend meetings/conference calls
and provide direction as needed
Task 1.3 – Ongoing Project Coordination. The consultant’s project manager will coordinate with the City
throughout the duration of the Zoning Regulations update project. The consultant will communicate with City
staff via phone and e-mail, as needed throughout the project.
Meetings Consultant Deliverables City Responsibilities
No deliverables associated with this
task
Coordinate with consultant as
questions and issues arise
TASK 2 – Zoning Regulations Text Amendments
The purpose of this task is to prepare updates to the existing Zoning Regulations, as well as to solicit and
summarize input regarding desired changes to those provisions. The primary driver of the required changes is
the recent update to the City’s General Plan Land Use Element (2014) and other City staff-identified updates.
These are identified in detail under Task 2.7 This task involves review of existing documents and an annotated
outline of proposed changes to the Zoning Regulations.
This task involves preparation of the Zoning Regulations update. Based on the project goals and objectives,
General Plan direction, the consultant will prepare the administrative draft, public review draft, public hearing
draft, and final documents. Before preparation of the administrative draft, the consultant will work with City staff
to determine an approach to document organization and format. The consultant will provide recommendations
for organization and format based on best practices and the City’s existing Zoning Regulations.
This task also identifies where public outreach will occur throughout the Zoning Regulations update. The
outreach components include public workshops, study sessions with decision-makers, stakeholder interviews,
and public hearings. Outreach throughout the update process is intended to present the update process and
purpose, and discuss potential solutions to maximize agreement in advance of drafting and revising documents.
Task 2.1 – Data Collection, Analysis, and Review. The consultant will review the existing Zoning Regulations
(text and map), General Plan, and other relevant policies and plans adopted by the City. The consultant’s review
will assess the adequacy of the existing text in terms of consistency with City-identified General Plan Land Use
Element programs, compliance with state and federal laws, internal consistency, completeness, and
conformance with appropriate best practices.
Meetings Consultant Deliverables City Responsibilities
No deliverables associated with
this subtask
Provide pertinent data and
documents to consultant
Task 2.2 – Document Organization and Format. Based on the existing Zoning Regulations organization and
format and input received from the City staff at the project kickoff meeting (see Task 1.1), the consultant will
provide recommendations to City staff for organization and format of the updated Zoning Regulations. Drawing
from past experience and best practices, the recommended approach will be mindful of the existing organization
while suggesting an approach that is logical and user-friendly. Recommendations will include one or more
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options with an annotated outline demonstrating organization and general content. If feasible, the consultant
will update the City’s existing Word document. If necessary, the consultant will prepare a new Microsoft Word
template based on the City’s existing document.
Meetings Consultant Deliverables City Responsibilities
Recommended document
organization with annotated
outline. Draft may include more
than one option. Final outline will
be used to create new document
template or update the City’s
existing document (Microsoft
Word).
Provide existing Word document of
Zoning Regulations for consultant
evaluation
Review and provide comments on
proposed approach to document
organization
Task 2.3 – Community Workshops. The consultant and City staff will facilitate two community workshops prior
to completion of the administrative draft Zoning Regulations. The workshops will take place in neighborhoods
and will focus on:
• Explanation of the Zoning Regulations update project including scope of work and schedule.
• Receiving input focused on the programs from the Land Use Element being implemented by the
Zoning Regulations update.
The consultant’s project manager will work with City staff to develop effective meeting plans, venues, and
methods to inform and receive relevant input from the community. This may include but not be limited to
surveys, interactive web-based interfaces, live polling, small group exercises, and/or interactive work stations as
appropriate and desired. City staff will be responsible for booking the workshop venues. The consultant will
summarize input from the community workshops and provide a summary to the City.
Meetings Consultant Deliverables City Responsibilities
Community workshops (2) Co-lead workshops
Meeting materials and summary
Co-lead workshops and work with
consultant on development of
meeting materials
Task 2.4 – Planning Commission Study Sessions. The consultant and City staff will facilitate two study sessions
with the Planning Commission to introduce the Zoning Regulations update process and solicit input/direction
prior to the administrative draft document.
The consultant and staff will summarize input from the community workshop series outlined in Task 2.3 and
present potential modifications as directed by City staff. For the Planning Commission, the goal is to share
information about community participation and to highlight the most significant or potentially controversial
issues to hear discussions and receive direction as appropriate in advance of the draft update to the regulations.
Meetings Consultant Deliverables City Responsibilities
Study sessions (2) Meeting materials and summary
Participate in study sessions
planning, review materials, attend
and help facilitate meeting
Task 2.5 – City Council Study Session. The consultant and City staff will facilitate one study session with the
City Council to introduce the Zoning Regulations update process and solicit input/direction prior to the
administrative draft document.
The consultant and staff will summarize input from the community workshop series outlined in Task 2.3 and
present potential modifications as directed by City staff. For the City Council, the goal is to share information
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about community participation and Planning Commission input and to highlight the most significant or
potentially controversial issues to hear discussions and receive direction as appropriate in advance of the draft
update to the regulations.
Consultant Deliverables City Responsibilities
Study session (1) Meeting materials and summary Participate in study session
planning, review materials, attend
and help facilitate meeting
Task 2.6 – Stakeholder Meetings. The City staff will conduct stakeholder meetings with key select individuals
and groups in the City to identify and vet issues addressed through the update. The consultant will assist with
identification of stakeholders and development of interview questions.
It is expected that one of the stakeholder meetings will focus on the update of Ordinance 1130 and will include
residents and property owners with an interest in the properties subject to Ordinance 1130.
Meetings Consultant Deliverables City Responsibilities
Stakeholder meetings
(conducted by City staff) No consultant deliverables
Work with consultant to identify
stakeholders and develop interview
questions
Schedule times and locations for
stakeholder interviews
Conduct and provide summary of
stakeholder meetings
Task 2.7 – Administrative Draft Zoning Regulations. Based on input to date in the process and the General
Plan Land Use Element programs identified by City staff, the consultant team will prepare an administrative draft
of the Zoning Regulations update for internal staff review. The consultant will also prepare a legislative draft of
the administrative draft for City staff review, with changes to the existing Zoning Regulations shown in strike
through for deleted language and bold for new language. The consultant will also prepare a partnering document
(memorandum) summarizing significant changes to each chapter of the Zoning Regulations. The consultant will
focus on the following tasks with specific direction from staff:
• If desired and in keeping with staff direction, reorganize the document in a logical and user-friendly
manner (see Task 2.2).
• Incorporate identified updates based on recent City efforts including the Subdivision Regulations update
and the Sign Regulations update.
• Ensure consistency with the 2014 General Plan Land Use Element, based on specific programs specified
by City staff.
• Address other necessary revisions proposed by City staff.
• Ensure existing and proposed regulations are consistent with relevant state and federal laws.
• Provide recommendations in keeping with current best practices, and ensure internal consistency.
Meetings Consultant Deliverables City Responsibilities
Administrative draft Zoning
Regulations
Memo summarizing significant
changes
Review administrative draft
document and prepare single
consolidated set of staff comments
Task 2.8 – Public Review Draft Zoning Regulations. Based on input and direction from City staff, the consultant
will prepare revisions to the Zoning Regulations for public review and distribution. The consultant will also
prepare a legislative draft of the public review draft with changes to the existing Zoning Regulations shown in
strike through for deleted language and bold for new language. The consultant will provide a screencheck draft
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for staff to review and confirm prior to production of the public draft document. The consultant will provide the
documents to the City for posting on the website.
Meetings Consultant Deliverables City Responsibilities
Screencheck public review draft
Zoning Regulations and public
review draft Zoning Regulations
Review screencheck drafts prior to
printing of public draft documents
Task 2.9 – Community Workshops on the Public Review Draft. City staff will facilitate two community
workshops following release of the public review draft Zoning Regulations. The workshops will focus on:
• Presenting the public review draft and draft Zoning Map to the general public. City staff will be
responsible for updates to the Zoning Map.
• Highlighting significant modifications to the existing zoning regulations.
The consultant’s project manager will work with City staff to develop effective meeting plans, venues, and
methods to inform and receive relevant input from the community. This may include but not be limited to
surveys, interactive web-based interfaces, live polling, small group exercises, and/or interactive work stations as
appropriate and desired. City staff will be responsible for booking the workshop venues. The consultant will
summarize input from the community workshops and provide a summary to the City.
Meetings Consultant Deliverables City Responsibilities
Community workshops (2) Meeting materials and summary
Lead workshops and work with
consultant on development of
meeting materials
Draft any needed updates to Zoning
Map
Task 2.10 – Public Hearing Draft Zoning Regulations. Based on input and direction from City staff, Planning
Commission, and public input, the consultant will prepare a public hearing draft of the Zoning Regulations
update. The consultant will also prepare a legislative draft of the public hearing draft with changes to the existing
Zoning Regulations shown in strike through for deleted language and bold for new language. The consultant will
provide a screencheck draft for staff to review and confirm prior to production of the legislative public hearing
draft and public hearing draft documents. The consultant will provide the documents to the City for posting on
the website and inclusion in Planning Commission and City Council staff reports.
Meetings Consultant Deliverables City Responsibilities
Screencheck public hearing draft
Zoning Regulations
Screencheck legislative public
hearing draft Zoning Regulations
Public hearing draft Zoning
Regulations
Legislative public hearing draft
Zoning Regulations
Review screencheck drafts prior to
printing of public hearing draft
documents
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Task 2.11 – Public Hearings. City staff will facilitate one hearing with the Planning Commission and one hearing
with the City Council after preparation of the public hearing draft Zoning Regulations. City staff will also facilitate
one hearing with the Planning Commission and one hearing with the City Council for review and adoption of the
final updated Zoning Regulations. The consultant will assist City staff with preparation for the hearings and will
attend the hearings to assist in responding to questions.
Meetings Consultant Deliverables City Responsibilities
Public hearings with Planning
Commission (2)
Public hearings with City Council
(2)
Attend public hearings
Prepare and distribute notices and
staff reports
Facilitate public hearing
presentations
Task 2.12 – Final Documents. The consultant will prepare final documents based on City Council direction and
action as appropriate. The consultant will also prepare a legislative version of the final documents in response to
on any changes made since the public hearing draft with changes to the existing Zoning Regulations shown in
strike through for deleted language and bold for new language. The City will be responsible for uploading the
final documents to the City’s website and Municipal Code website.
Meetings Consultant Deliverables City Responsibilities
Final Zoning Regulations Review final documents prior to
printing
TASK 3 – Environmental Analysis/CEQA/ALUC Referral
This task involves preparation of environmental analysis for the project in keeping with CEQA requirements. The
consultant will prepare an addendum to the 2014 General Plan Land Use and Circulation Elements Update EIR
pursuant to CEQA Guidelines Section 15164 that would be utilized to demonstrate that the Zoning Regulations
update is simply a later project of the General Plan and its environment effects are adequately addressed in the
General Plan update EIR. If the City prefers, the consultant can prepare a Mitigated Negative Declaration, which
is listed as an optional task in lieu of the General Plan EIR Addendum (see Optional Task 5). This task also involves
meetings with the San Luis Obispo County Airport Land Use Commission (ALUC) for their input and review of
consistency with the County’s Airport Land Use Plan.
Task 3.1 – General Plan EIR Addendum. The consultant will prepare an administrative draft addendum
including a project description and technical analysis. The technical analysis will address each environmental
issue area in the CEQA Environmental Checklist and will utilize and summarize the environmental impact
analysis provided in the General Plan update EIR. Specifically, the analysis will provide substantial evidence that
the Zoning Regulations update would not result in a new significant environmental impact or an increased
severity of a previously identified environmental impact from the project or changed conditions (pursuant to
CEQA Guidelines Section 15162). Upon receipt of City comments on the addendum, the consultant will finalize
the addendum. Pursuant to CEQA Guidelines Section 15164, no public review or response to comments on the
addendum is required. However, the consultant will provide technical assistance to respond to any comments
received if the City chooses to circulate the addendum.
Meetings Consultant Deliverables City Responsibilities
Administrative draft GP EIR
Addendum
Final draft GP EIR Addendum
Review materials and provide input
and direction as appropriate
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Task 3.2 – ALUC Initial Meeting. Following release of the public draft Zoning Regulations the consultant will
prepare for and attend one hearing with the County Airport Land Use Commission (ALUC) to receive their
initial feedback on the update.
Meetings Consultant Deliverables City Responsibilities
Public hearing with Airport Land
Use Commission (1)
Prepare presentation and written
materials for review by the ALUC
Present at meeting
Assist consultant with preparation
of materials and coordination with
the County liaison to the ALUC as
needed
Task 3.3 – ALUC Formal Referral Meeting. Following review of the public hearing draft Zoning Regulations by
the City of San Luis Obispo Planning Commission and City Council the consultant will prepare for and attend
one hearing with the County Airport Land Use Commission (ALUC) to receive their formal feedback on the
update. The ALUC will make a determination of consistency or inconsistency between the updated Zoning
Regulations and the Airport Land Use Plan (ALUP).
Meetings Consultant Deliverables City Responsibilities
Public hearing with Airport Land
Use Commission (1)
Presentation and staff report for
review by the ALUC
Present at meeting
Assist consultant with preparation
of materials and coordination with
the County liaison to the ALUC as
needed
OPTIONAL TASKS
OPTIONAL TASK 4 – Handouts for Users of the Zoning Regulations
The consultant will prepare a set of handouts that can be provided at the Community Development counter to
guide users of the Zoning Regulations. Each handout would focus on a land use type to summarize and/or
reference relevant land use and development standards for new development and qualifying revisions to existing
development.
Meetings Deliverables City Responsibilities
Draft handouts
Final handouts
Review draft handouts and provide
one consolidated set of comments
to consultant for preparation of final
handouts
OPTIONAL TASK 5 – Mitigated Negative Declaration for CEQA Review
Should the Zoning Regulations update require the preparation of a Mitigated Negative Declaration (MND), the
consultant will prepare an MND that will consist of an Initial Study as well as the MND determination and required
mitigation measures. The MND will consist of a project description, CEQA Environmental Checklist, discussion
of environmental issues, mitigation measures, and references, and will be formatted consistent with the City’s
preferred format. The MND will include a brief discussion of each issue item in the Environmental Checklist, with
a more thorough analysis given to those items that could result in potentially significant impacts (e.g., air quality,
greenhouse gases, and noise). The consultant will also identify current City standards and specific mitigation
measures that are required to reduce adverse impacts to less than significant levels. This task would replace Task
3.1 in the primary tasks described above if the City determines an MND is needed to sufficiently address any
environmental impacts raised by changes made to the Zoning Regulations that are not addressed in the General
Plan Land Use and Circulation Elements EIR.
Meetings Deliverables City Responsibilities
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Administrative draft MND, Public
draft MND, response to comments
(if needed), and Final MND
Review drafts and provide input and
direction as appropriate, assist with
response to comments (if needed)
OPTIONAL TASK 6 – Zoning Subcommittee or Community Task Force
The consultant will facilitate meetings with the City staff Zoning Subcommittee or Community Task Force to
present and receive input on identified Zoning Regulations issues and the draft documents.
A City staff Zoning Subcommittee could consist of staff from Community Development and other relevant
departments and could also include members of the Planning Commission.
Meetings Deliverables City Responsibilities
City Staff Zoning Subcommittee
or Community Task Force
Meetings (costs are provided per
meeting)
Meeting materials and summary Attend meeting and provide input
and direction as appropriate
OPTIONAL TASK 7 – Additional City Staff Work Sessions
The consultant will facilitate additional coordination meetings with City staff. The scope of this task is the same
as described in Task 1.2 above. Costs are provided per meeting.
Meetings Deliverables City Responsibilities
Conference call/meeting with City
staff Meeting summaries Attend meetings/conference calls
and provide direction as needed
OPTIONAL TASK 8 – Additional, Consultant-led Stakeholder Interviews
The consultant will facilitate additional stakeholder interviews (in addition to the interviews conducted by the
City under Task 2.6 above) in coordination with the City. The scope for this task will be the same as that for Task
2.6 above except that the consultant would take the lead in the interviews rather than City staff. This task is
envisioned as a one-on-one or small group interview.
Meetings Deliverables City Responsibilities
Stakeholder interviews Stakeholder interview meeting
summaries
Work with consultant to identify
stakeholders and develop interview
questions
Schedule times and locations for
stakeholder interviews
OPTIONAL TASK 9 – Additional Community Workshops
The consultant will work with the City to facilitate additional community workshops. The scope of the workshop
task would be the same as described in Task 2.3 above. Costs are provided per meeting.
Meetings Deliverables City Responsibilities
Community workshop Co-lead workshops
Meeting materials and summary
Co-lead workshops and work with
consultant on development of
meeting materials
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OPTIONAL TASK 10 – Additional Study Sessions/Public Hearings
The consultant will work with the City to facilitate additional study sessions or public hearings with the Planning
Commission, City Council, or other hearing body. The scope of the study session or hearing task would be the
same as described in Tasks 2.4, 2.5, or 2.11 above (depending on the type of meeting). Costs are provided per
meeting.
Meetings Deliverables City Responsibilities
Study session or public hearing Attend study session or public
hearing
Prepare and distribute notices and
staff reports
Facilitate public hearing
presentations
OPTIONAL TASK 11 – Key Issues Summary
Following the community workshops, Planning Commission and City Council study sessions, and stakeholder
meetings in Tasks 2.3, 2.4, 2.5, and 2.6, the consultant will prepare a key issues summary highlighting issues
identified by City staff and the consultant and as a result of input received during previous tasks.
Meetings Deliverables City Responsibilities
Zoning Regulations key issues
summary
Review key issues summary and
provide input and direction as
appropriate
OPTIONAL TASK 12 – Key Issues Papers
After preparation of the key issues summary, the consultant will prepare key issue papers for three to five of the
City’s most significant and potentially controversial zoning issues identified in Optional Task 11. The key issues
to focus on will be identified through working with City staff. Papers will identify the issue and provide
framework, analysis, potential solutions, and recommendations for consideration and direction from staff (as
well as public and/or decision-makers if desired) in advance of the draft Zoning Regulations update.
Meetings Deliverables City Responsibilities
Key issue papers (3–5)
Review key issues papers and
provide input and direction as
appropriate
OPTIONAL TASK 13 – Address Key Issues in Key Issues Summary in Updated Zoning Regulations
The consultant will incorporate revisions to the Zoning Regulations resulting from the identification and
addressing of key issues during Optional Tasks 11 and 12. The amendments will be incorporated into the
administrative draft zoning regulations (Task 2.7).
Meetings Deliverables City Responsibilities
Make revisions as part of the
Administrative Draft Zoning
Regulations (Task 2.7)
Review updates related to key issues
as part of the full review of the
Administrative Draft Zoning
Regulations
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PROJECT SCHEDULE
The following is the proposed schedule for the San Luis Obispo Zoning Regulations update project as outlined in the scope of work. This schedule assumes completion of the project within 15 months of an executed contract, assuming
commencement in October 2016. The 15 months does not include optional tasks. Replacing tasks with optional tasks (e.g., replacing Task 3 Environmental Analysis/CEQA/ALUC Referral with Optional Task 5) or adding optional tasks like key
issue identification or additional community outreach would extend the schedule.
Tasks October 2016 November 2016 December 2016 January 2017 February 2017 March 2017 April 2017 May 2017 June 2017 July 2017 August 2017 September 2017 October 2017 November 2017 December 2017 Task 1 – Project Initiation and Coordination
1.1 – Project Initiation
1.2 – City Staff Work Sessions
1.3 – Ongoing Project Coordination
Task 2 – Zoning Regulations Text Amendments
2.1 – Data Collection, Analysis, and Review
2.2 – Document Organization and Format
2.3 – Community Workshops
2.4 – Planning Commission Study Sessions
2.5 – City Council Study Session
2.6 – Stakeholder Meetings
2.7 – Administrative Draft Zoning Regulations
2.8 – Public Review Draft Zoning Regulations
2.9 – Community Workshops on the Public Review Draft
2.10 – Public Hearing Draft Zoning Regulations
2.11 – Public Hearings
2.12 – Final Documents
Task 3 – Environmental Analysis/CEQA/ALUC Referral
3.1 – GP EIR Addendum
3.2 – ALUC Initial Meeting
3.3 – ALUC Formal Referral Meeting
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PROJECT BUDGET
The following budget is proposed for items in the San Luis Obispo Zoning Regulations update project as outlined in the scope of work. This cost estimate includes a total for the primary tasks as well as line item costs for sub-components of
Task 2.7 Administrative Draft Zoning Regulations update. A list of optional tasks is also presented with budgets for most options.
Tasks and Subtasks Director PM Senior Admin/Graphics GIS Subtask
Fee Task Fee Hours $180.00 Hours $125.00 Hours $90.00 Hours $80.00 Hours $95.00
1. Project Initiation and Coordination
1.1 Project Initiation 2 $360.00 4 $500.00 $6 $540.00 4 $320.00 0 $0 $1,720.00
1.2 City Staff Work Sessions (14) 6 $1,080.00 32 $4,000.00 32 $2,880.00 4 $320.00 0 $0 $8,280.00
1.3 Ongoing Project Coordination 12 $2,160.00 60 $7,500.00 $24 $2,160.00 0 $0 0 $0 $11,820.00
Task 1 Subtotals 20 $3,600.00 96 $12,000.00 62 $5,580.00 8 $640.00 0 $0 $21,820.00
2. Zoning Regulations Text Amendments
2.1 Data Collection, Review, and Analysis 16 $2,880.00 20 $2,500.00 60 $5,400.00 0 $0 0 $0 $10,780.00
2.2 Document Organization and Format 2 $360.00 16 $2,000.00 20 $1,800.00 8 $640.00 0 $0 $4,800.00
2.3 Community Workshops (ahead of draft (2)) 4 $720.00 24 $3,000.00 32 $2,880.00 8 $640.00 0 $0 $7,240.00
2.4 Planning Commission Study Sessions (2) 1 $180.00 14 $1,750.00 18 $1,620.00 4 $320.00 0 $0 $3,870.00
2.5 City Council Study Session (1) 1 $180.00 6 $750.00 8 $720.00 4 $320.00 0 $0 $1,970.00
2.6 Stakeholder Meetings (City staff to conduct) 1 $180.00 4 $500.00 2 $180.00 0 $0 0 $0 $860.00
2.7 Administrative Draft Zoning Regulations
2.7.1 Consistency with state and federal law 4 $720.00 8 $1,000.00 20 $1,800.00 0 $0 0 $0 $3,520.00
2.7.2 Updates for internal consistency 2 $360.00 4 $500.00 18 $1,620.00 0 $0 0 $0 $2,480.00
2.7.3 Legislative Drafting 4 $720.00 24 $3,000.00 42 $3,780.00 32 $2,560 0 $0 $10,060.00
Tasks 2.1 through 2.6 and Subtasks 2.7.1, 2.7.2, and 2.7.3 Subtotal $45,580.00
LUE Implementation Subtasks
2.7.4 LUE Program 2.10.2 - PM Standards 0 $0 2 $250.00 6 $540.00 36 $2,880.00 0 $0 $3,670.00
2.7.5 LUE Program 2.11.1 - Student Housing Preferences 2 $360.00 2 $250.00 8 $720.00 0 $0 0 $0 $1,330.00
2.7.6 LUE Program 2.11.2 - MF OS/Storage 0 $0 2 $250.00 10 $900.00 0 $0 0 $0 $1,150.00
2.7.7 LUE Program 2.12 - DT Residential 4 $720.00 6 $750.00 10 $900.00 0 $0 0 $0 $2,370.00
2.7.8 LUE Program 2.13 – Neighborhood Compatibility Implementation already in progress – separate City effort
2.7.9 LUE Program 2.15 - Residential Densities 2 $360.00 10 $1,250.00 4 $360.00 0 $0 0 $0 $1,970.00
2.7.10 LUE Program 2.16 - DT Parking by Residents 0 $0 2 $250.00 6 $540.00 0 $0 0 $0 $790.00
2.7.11 LUE Program 2.17 - Offset Vehicle Needs (DT) 0 $0 2 $250.00 6 $540.00 0 $0 0 $0 $790.00
2.7.12 LUE Program 3.10 - Noise Control 0 $0 2 $250.00 6 $540.00 0 $0 0 $0 $790.00
2.7.13 LUE Program 3.11 - Madonna Rd Centers 0 $0 2 $250.00 6 $540.00 0 $0 0 $0 $790.00
2.7.14 LUE Program 3.13 - Visitor Serving Uses 0 $0 2 $250.00 6 $540.00 0 $0 0 $0 $790.00
2.7.15 LUE Program 4.28 - Efficiency Units in DT 0 $0 1 $125.00 3 $270.00 0 $0 0 $0 $395.00
2.7.16 LUE Program 4.32 - Alcohol Use Permits 2 $360.00 4 $500.00 6 $540.00 0 $0 0 $0 $1,400.00
2.7.17 LUE Program 4.36 - Specific Plans 0 $0 0 $0 2 $180.00 0 $0 0 $0 $180.00
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Tasks and Subtasks Director PM Senior Admin/Graphics GIS Subtask
Fee Task Fee Hours $180.00 Hours $125.00 Hours $90.00 Hours $80.00 Hours $95.00
2.7.18 LUE Program 7.16 - Airport Overlay Zone 4 $720.00 12 $1,500.00 16 $1,440.00 0 $0 0 $0 $3,660.00
2.7.19 LUE Program 7.17 - Airport LU and Zoning 2 $360.00 4 $500.00 10 $900.00 0 $0 0 $0 $1,760.00
2.7.20 LUE Program 8.3 - Ordinance 1130 1 $180.00 2 $250.00 3 $270.00 0 $0 0 $0 $700.00
2.7.21 LUE Program 9.13 - Incentive Program 2 $360.00 2 $250.00 12 $1,080.00 0 $0 0 $0 $1,690.00
LUE Implementation Subtasks Subtotal $24,225.00
Staff Proposed Changes Subtasks
2.7.22 Land Use Table update 6 $1,080.00 16 $2,000.00 36 $3,240.00 0 $0 0 $0 $6,320.00
2.7.23 LUE wording - should v. shall 4 $720.00 16 $2,000.00 28 $2,520.00 0 $0 0 $0 $5,240.00
2.7.24 Evaluate live/work 0 $0 2 $250.00 6 $540.00 0 $0 0 $0 $790.00
2.7.25 Parking standards update 4 $720.00 12 $1,500.00 16 $1,440.00 0 $0 0 $0 $3,660.00
2.7.26 Roof deck standards 1 $180.00 4 $500.00 6 $540.00 0 $0 0 $0 $1,220.00
2.7.27 Review “S” Overlay 1 $180.00 2 $250.00 4 $360.00 0 $0 0 $0 $790.00
2.7.28 Shed standards and process 1 $180.00 2 $250.00 4 $360.00 0 $0 0 $0 $790.00
2.7.29 Definitions update 2 $360.00 4 $500.00 14 $1,260.00 0 $0 0 $0 $2,120.00
2.7.30 Incorporate updates from Subdivision Regulations and Sign Code 2 $360.00 8 $1,000.00 16 $1,440.00 0 $0 0 $0 $2,800.00
2.7.31 Medical Marijuana Regulations 0 $0 2 $250 10 $900 2 $160 0 $0 $1,310
Staff Proposed Changes Subtasks Subtotal $25,040.00
Administrative Draft Subtotal $65,325.00
2.8 Public Review Draft (includes staff screencheck) 20 $3,600.00 100 $12,500.00 140 $12,600.00 24 $1,920.00 0 $0 $30,620.00
2.9 Community Workshops on the PRD (2) 2 $360.00 24 $3,000.00 28 $2,520.00 8 $640.00 0 $0 $6,520.00
2.10 Public Hearing Draft (includes staff screencheck) 6 $1,080.00 28 $3,500.00 60 $5,400.00 12 $960.00 0 $0 $10,940.00
2.11 Public Hearings (4) 2 $360.00 32 $4,000.00 10 $900.00 8 $640.00 0 $0 $5,900.00
2.12 Final Documents 2 $360.00 2 $250.00 4 $360.00 2 $160.00 0 $0 $1,130.00
Task 2 Subtotals 107 $19,260.00 431 $53,875.00 722 $64,980.00 148 $11,840.00 0 $0 $149,955.00
ZONING REGULATIONS UPDATE BUDGET ITEM (TOTAL OF TASKS 1 AND 2) Budgeted Total Zoning
Regulations Fee
$150,000.00 $171,775.00
3. Environmental Analysis/CEQA/ALUC Referral
3.1 General Plan EIR Addendum 8 $1,440.00 40 $5,000.00 120 $10,800.00 8 $640.00 0 $0 $17,880.00
3.2 ALUC Preliminary Meeting (1) 1 $180.00 6 $750.00 2 $180.00 2 $160.00 0 $0 $1,270.00
3.3 ALUC Formal Referral Meeting (1) 2 $360.00 6 $750.00 4 $360.00 4 $320.00 0 $0 $1,790.00
Task 3 Subtotals 11 $1,980.00 52 $6,500.00 126 $11,340.00 14 $1,120.00 0 $0 $20,940.00
ENVIRONMENTAL ANALYSIS/CEQA/ALUC REFERRAL BUDGET ITEM (TASK 3) Budgeted Total CEQA/ALUC
Fee
$75,000.00 $20,940.00
Total 138 $24,840.00 583 $72,875.00 904 $81,360.00 170 $13,600.00 0 $0 $225,00.00 $192,715.00
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Tasks and Subtasks Director PM Senior Admin/Graphics GIS Subtask
Fee Task Fee Hours $180.00 Hours $125.00 Hours $90.00 Hours $80.00 Hours $95.00
Optional Tasks
4. Handouts for Users of the Zoning Regs 2 $360.00 20 $2,500.00 42 $3,780.00 24 $1,920.00 0 $0 $8,560.00
5. CEQA MND instead of Addendum* 8 $1,440.00 60 $7,500.00 140 $12,600.00 16 $1,280.00 24 $2,280.00 $7,220.00
6. Zoning subcommittee or Community Task Force - cost per meeting 1 $180.00 8 $1,000.00 10 $900.00 2 $160.00 0 $0 $2,240.00
7. Additional City staff work sessions - cost per meeting 0 $0 2 $250.00 4 $360.00 0 $0 0 $0 $610.00
8. Additional, consultant-led stakeholder interviews - cost per meeting 0 $0 2 $250.00 4 $360.00 0 $0 0 $0 $610.00
9. Additional community workshops - cost per meeting 2 $360.00 12 $1,500.00 16 $1,440.00 4 $320.00 0 $0 $3,620.00
10. Additional study sessions/public hearings - cost per meeting 1 $180.00 8 $1,000.00 10 $900.00 2 $160.00 0 $0 $2,240.00
11. Key Issues Summary 2 $360.00 14 $1,750.00 24 $2,160.00 4 $320.00 0 $0 $4,590.00
12. Key Issues Papers 4 $720.00 16 $2,000.00 36 $3,240.00 6 $480.00 0 $0 $6,440.00
13. Address Key Issues in Key Issues Summary in Admin Draft 12 $2,160.00 32 $4,000.00 48 $4,320.00 0 $0 0 $0 $10,480.00
Subtotal of Optional Tasks except Task 6. Zoning Subcommittee or Task Force (*Includes the
additional amount for an MND rather than a GP Addendum for environmental review) $44,370.00
GRAND TOTAL WITH OPTIONAL TASKS Budgeted Total Fee
$225,000 $237,085.00**
**Budget estimate – Contract negotiations with the consultant will ensure that the project is within budget.
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City of San Luis Obispo
Specification No. 91519
The City of San Luis Obispo is committed to including disabled persons in all of our services, programs and activities. Telecommunications Device for the Deaf (805) 781-7410.
990 Palm Street San Luis Obispo, CA 93401
Notice Requesting Proposals for
Updates to the City’s Zoning Regulations
Specification No, 91519
The City of San Luis Obispo is requesting sealed proposals for consultant assistance to prepare updates to the City’s Zoning Regulations
pursuant to Specification No. 91519. All proposals must be received by the Finance Division by 1:00 p.m. on October 6, 2016 when
they will be opened publicly in the City Hall Council Chambers, 990 Palm Street, San Luis Obispo, CA 93401.
Proposals received after said time will not be considered. To guard against premature opening, each proposal shall be submitted to the
Finance Division in a sealed envelope plainly marked with the proposal title, specification number, proposer name, and time and date of
the proposal opening. Proposals shall be submitted using the forms provided in the specification package.
Specification packages and additional information may be obtained by contacting Doug Davidson at (805) 781-7177, or via email at
ddavidson@slocity.org.
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Specification No. 91519
Specification No.
TABLE OF CONTENTS
A. Introduction
Project Summary 1
Project Scope 1
Administration 3
Schedule 4
Detailed Work Program 5-14
B. General Terms and Conditions 15-16
Contract Award and Execution 16
Contract Performance 16-19
C. Form of Agreement 20-21
D. Insurance Requirements 22-23
E. Proposal Submittal Forms 24
References 25
Past Contract Disqualifications 26
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Section A
INTRODUCTION
1. PROJECT SUMMARY
The City initiated the Land Use and Circulation Element Update (LUCE) in early 2012 with the support of a Sustainable
Communities Planning Grant from the California Strategic Growth Council. The primary objectives of the Update were to
respond to any changed conditions in San Luis Obispo, incorporate sustainable practices and policies, respond to new State
planning requirements, including climate change, and engage the community in a reaffirmation of the vision and goals for the
City’s future. The LUCE Update featured a community engagement program, which included a resident LUCE Task Force from
diverse geographic areas of the City; a city -wide community survey; a series of six community workshops; open houses; on-line
forums; and numerous other outreach efforts.
The City’s Zoning Regulations are the primary implementation tool of the L and Use Element (LUE). The attached Table shows
the LUE Update Programs that specifically necessitate amending the Zoning Regulations. In addit ion to implementing the
Updated LUE, it is time to take a more comprehensive look at the Zoning Regulations so San Luis Obispo can continue to be
innovative and in the forefront of best practices. City staff conducted in -house Updates in 2007, 2009, 2010, 2012, 2013, and
2014, however these updates were driven largely by a specific issue at the time and were not comprehensive in nature.
2. PROJECT SCOPE
A. Project Initiation and Coordination
This phase is intended to establish a program and plan for the City’s Zoning Regulations update through a series of meetings
and other ongoing coordination between City staff and the consultant. The task will include a kickoff meeting between City
staff and the consultant, which will inform the development of a final scope of work and outreach strategy. Following the
kickoff meeting, the consultant and City staff will hold a conference call to finalize the scope of work and outreach strateg y.
Once the scope of work and outreach strategy have been finalized, monthly meetings will be held with the purpose of
providing direction to the consultant, as needed. These meetings will be coordinated between the City and the consultant on
an informal basis, and the consultant will prepare summaries for each of the meetings. City staff and the consultant will also
coordinate via phone and email on an as -needed basis.
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B. Zoning Regulations Text Amendments
The purpose of this phase is to prepare updates to the existing Zoning Regulations based primarily on the recent update to
the City’s General Plan Land Use Element (2014), as well as other staff-identified updates.
During this phase, the consultant will collect, analyze, and review data —including the General Plan and existing Zoning
Regulations—in order to assess internal and external consistency. The consultant will prepare all drafts and final documents
based on an approach agreed upon with City staff and best practices for content, organization, and format. Additio nally, this
phase will include outreach techniques and events. These events will include two community workshops, two Planning
Commission study sessions, a City Council study session, and several stakeholder meetings. The events are intended to
introduce the Zoning Regulations update process to the community and decision-making bodies and to solicit input that will
contribute to the administrative draft document. As a result of input received during outreach activities, the consultant wil l
prepare a key issues summary and key issues papers in order to highlight some of the most significant zoning issues and
outline a framework for potential solutions.
The consultant will prepare an internal administrative draft of the updated Zoning Regulations, which will t hen be revised,
and a draft for public review and hearings will be prepared. This document will be reviewed by City staff to ensure
consistency, user-friendly organization, and alignment with best practices and to ensure it addresses the issues identified in
the key issues summary. The consultant will then prepare final documents based on direction received from City staff and
decision-makers as needed. City staff will update the Zoning Map and will upload the final documents to the City’s website,
including on the Municipal Code webpage.
C. Environmental Analysis/California Environmental Quality Act (CEQA)
This phase includes preparation of environmental analysis documents pursuant to CEQA requirements. To meet these
requirements, the consultant will prepare an addendum to the Land Use and Circulation Element General Plan
Environmental Impact Report (LUCE EIR) that includes a project description and technical analyses which address each
environmental issue area in the CEQA Environmental Checklist. The addendum will be developed using the analysis in the
LUCE EIR. The addendum will demonstrate that the Zoning Regulations update will not result in new significant
environmental impacts, as it is a later project of the General Plan. The consultant will finalize the addendum for submission
based on direction from City staff. No public comment period is required in this process, but the consultant will provide
assistance to respond to comments if the City chooses to circulate the addendum. Preparation of a Mitigated N egative
Declaration has been included in the list of optional tasks should it be determined that new significant environmental impact s
are raised by the Zoning Regulations update that were not addressed in the LUCE EIR.
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D. OPTIONAL TASKS
Also included in the scope of work and budget are optional tasks that can be integrated into the process if selected for inclusion
in the Request for Proposals. These include zoning tasks such as user guides and handouts related to the Zoning Regulations.
The optional tasks also include alternatives to tasks included in the primary task list. For example, the preparation of a mitigated
negative declaration (MND) or Supplemental EIR are included under the optional tasks if it is required in order to fulfill CEQA
requirements should it be determined that an addendum to the General Plan EIR is insufficient. The optional tasks also include
additional community outreach options that may be incorporated into the project, including stakeholder, staff, and community -
based workshops, as well as the creation of subcommittees and task forces.
ZONING REGULATIONS BACKGROUND
To view the existing Zoning Regulations, please reference Chapter 17, Zoning Regulations.
http://www.codepublishing.com/ca/sanluisobispo/
DELIVERABLES:
The final product is a legislative draft document & final document ready for publishing completed with City staff assistance as
discussed above and below in the more detailed work program.
3. ADMINISTRATION
PERSONNEL:
Doug Davidson, Deputy Director, Development Review is the project lead and will manage the consultant. The Sign Zoning
comprise Chapter 17 of the City’s Municipal Code. Amendments to the Municipal Code require ordinance introduction and final
adoption by the City Council . The City Council consists of 5 elected officials.
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4. SCHEDULE:
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Zoning Regulations Update Detailed Work Program
TASK 1 – Project Initiation and Coordination
This task establishes a solid program and plan for the successful preparation of the City’s Zoning Regulations
update. This task involves an initial staff meeting, a final scope, and an outreach strategy, as well as ongoing
project coordination. Generally, the consultant will be available on an as-needed basis to coordinate with City
staff to facilitate the efficient exchange of information and allow for a timely response to City needs for
information from the consultant team.
Task 1.1 – Project Initiation. At the outset of the project, consultant staff will participate in a kickoff meeting
with City staff to discuss the work program and scope, project logistics, outreach history, and data needs. To
expedite coordination for the project schedule, City staff should provide the consultant team with any cleanup
items (e.g., internal inconsistencies) that need to be addressed in the Zoning Regulations update.
Following the kickoff meeting, the consultant will prepare a final scope of work if any changes are needed to the
scope of work in the RFP. The consultant will also prepare a final outreach strategy outlining the proposed public
participation program for project information, public meetings, and corresponding tools and techniques to
engage the public and maximize agreement regarding zoning solutions.
Meetings Consultant Deliverables City Responsibilities
Kickoff meeting
Conference call to discuss final
scope of work and outreach
strategy (if needed)
Kickoff meeting agenda and
summary
Final scope of work
Final outreach strategy
Attend kickoff meeting and provide
direction as needed
Provide background data and files
Review final scope of work and
outreach strategy, participate in
conference call
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Task 1.2 – City Staff Work Sessions. This task includes monthly project coordination with the City. Unless
otherwise coordinated with other meetings and workshops included in this scope, this task is assumed to include
conference calls or in-person meetings with local consultant staff and follow-up e-mail correspondence. The
consultant’s project manager will coordinate with the City’s in-house project manager to determine an informal
agenda for each meeting, and the consultant will provide a written summary of discussion and any follow -up
items from the regular coordination calls/meetings. Depending on the planned agenda for each meeting, other
project team members (consultant and City staff) will be invited to participate in these regular project
coordination calls/meetings.
Meetings Consultant Deliverables City Responsibilities
14 (one per month) conference
calls or meetings with City staff Meeting summaries Attend meetings/conference calls
and provide direction as needed
Task 1.3 – Ongoing Project Coordination. The consultant’s project manager will coordinate with the City
throughout the duration of the Zoning Regulations update project. The consultant will communicate with City
staff via phone and e-mail, as needed throughout the project.
Meetings Consultant Deliverables City Responsibilities
No deliverables associated with this
task
Coordinate with consultant as
questions and issues arise
TASK 2 – Zoning Regulations Text Amendments
The purpose of this task is to prepare updates to the existing Zoning Regulations, as well as to solicit and
summarize input regarding desired changes to those provisions. The primary driver of the required changes is
the recent update to the City’s General Plan Land Use Element (2014) and other City staff -identified updates.
These are identified in detail under Task 2.7 This task involves review of existing documents, preparation of an
issues summary, and an annotated outline of proposed changes to the Zoning Regulations.
This task involves preparation of the Zoning Regulations update. Based on the project goals and objectives,
General Plan direction, the consultant will prepare the administrative draft, public review draft, public hearing
draft, and final documents. Before preparation of the administrative draft, the consultant will work with City staff
to determine an approach to document organization and format. The consultant will provide recommendations
for organization and format based on best practices and the City’s existing Zoning Regulations.
This task also identifies where public outreach will occur throughout the Zoning Regulations update. The
outreach components include public workshops, study sessions with decision-makers, stakeholder interviews,
and public hearings. Outreach throughout the update process is intended to present the update process and
purpose, and discuss potential solutions to maximize agreement in advance of drafting and revising documents.
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Task 2.1 – Data Collection, Analysis, and Review. The consultant will review the existing Zoning Regulations
(text and map), General Plan, and other relevant policies and plans adopted by the City. The consultant’s review
will assess the adequacy of the existing text in terms of consistency with City-identified General Plan Land Use
Element programs, compliance with state and federal laws, internal consistency, completeness, and
conformance with appropriate best practices.
Meetings Consultant Deliverables City Responsibilities
No deliverables associated with
this subtask
Provide pertinent data and
documents to consultant
Task 2.2 – Document Organization and Format. Based on the existing Zoning Regulations organization and
format and input received from the City staff at the project kickoff meeting (see Task 1.1), the consultant will
provide recommendations to City staff for organization and format of the updated Zoning Regulations. Drawing
from past experience and best practices, the recommended approach will be mindful of the existing organization
while suggesting an approach that is logical and user-friendly. Recommendations will include one or more
options with an annotated outline demonstrating organization and general content. If feasible, the consultant
will update the City’s existing Word document. If necessary, the consultant will prepare a new Microsoft Word
template based on the City’s existing document.
Meetings Consultant Deliverables City Responsibilities
Recommended document
organization with annotated
outline. Draft may include more
than one option. Final outline will
be used to create new document
template or update the City’s
existing document (Microsoft
Word).
Provide existing Word document of
Zoning Regulations for consultant
evaluation
Review and provide comments on
proposed approach to document
organization
Task 2.3 – Community Workshops. The consultant and City staff will facilitate two community workshops prior
to completion of the administrative draft Zoning Regulations . The workshops will take place in neighborhoods
and will focus on:
Explanation of the Zoning Regulations update project including scope of work and schedule.
Receiving input focused on the programs from the Land Use Element being implemented by the
Zoning Regulations update.
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The consultant’s project manager will work with City staff to develop effective meeting plans, venues, and
methods to inform and receive relevant input from the community. This may include but not be limited to
surveys, interactive web-based interfaces, live polling, small group exercises, and/or interactive work stations as
appropriate and desired. City staff will be responsible for booking the workshop venues. The consultant will
summarize input from the community workshops and provide a summary to the City.
Meetings Consultant Deliverables City Responsibilities
Community workshops (2) Co-lead workshops
Meeting materials and summary
Co-lead workshops and work with
consultant on development of
meeting materials
Task 2.4 – Planning Commission Study Sessions. The consultant and City staff will facilitate two study sessions
with the Planning Commission to introduce the Zoning Regulations update process and solicit input/direction
prior to the administrative draft document.
The consultant and staff will summarize input from the community workshop series outlined in Task 2.3 and
present potential modifications as directed by City staff. For the Planning Commission, the goal is to share
information about community participation and to highlight the most significant or potentially controversial
issues to hear discussions and receive direction as appropriate in advance of the draft update to the regul ations.
Meetings Consultant Deliverables City Responsibilities
Study sessions (2) Meeting materials and summary
Participate in study sessions
planning, review materials, attend
and help facilitate meeting
Task 2.5 – City Council Study Session. The consultant and City staff will facilitate one study session with the
City Council to introduce the Zoning Regulations update process and solicit input/direction prior to the
administrative draft document.
The consultant and staff will summarize input from the community workshop series outlined in Task 2.3 and
present potential modifications as directed by City staff. For the City Council, the goal is to share information
about community participation and Planning Commission input and to highlight the most significant or
potentially controversial issues to hear discussions and receive direction as appropriate in advance of the draft
update to the regulations.
Consultant Deliverables City Responsibilities
Study session (1) Meeting materials and summary Participate in study session
planning, review materials, attend
and help facilitate meeting
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Task 2.6 – Stakeholder Meetings. The City staff will conduct stakeholder meetings with key select individuals
and groups in the City to identify and vet issues addressed through the update. The consultant will assist with
identification of stakeholders and development of interview questions.
It is expected that one of the stakeholder meetings will focus on the update of Ordinance 1130 and will include
residents and property owners with an interest in the properties subject to Ordinance 1130.
Meetings Consultant Deliverables City Responsibilities
Stakeholder meetings
(conducted by City staff) No consultant deliverables
Work with consultant to identify
stakeholders and develop interview
questions
Schedule times and locations for
stakeholder interviews
Conduct and provide summary of
stakeholder meetings
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Task 2.7 – Administrative Draft Zoning Regulations. Based on input to date in the process and the General
Plan Land Use Element programs identified by City staff, the consultant team will prepare an administrative draft
of the Zoning Regulations update for internal staff review. The consultant will also prepare a partnering
document (memorandum) summarizing significant changes to each chapter of the Zoning Regulations. The
consultant will focus on the following tasks with specific direction from staff:
If desired and in keeping with staff direction, reorganize the document in a logical and user -friendly
manner (see Task 2.2).
Incorporate identified updates based on recent City efforts including the Subdivision Regulations update
and the Sign Regulations update.
Ensure consistency with the 2014 General Plan Land Use Element, based on specific programs specifi ed
by City staff.
Address other necessary revisions proposed by City staff.
Ensure existing and proposed regulations are consistent with relevant state and federal laws.
Provide recommendations in keeping with current best practices, and ensure internal consistency.
Meetings Consultant Deliverables City Responsibilities
Administrative draft Zoning
Regulations
Memo summarizing significant
changes
Review administrative draft
document and prepare single
consolidated set of staff comments
Task 2.8 – Public Review Draft Zoning Regulations. Based on input and direction from City staff, the consultant
will prepare revisions to the Zoning Regulations for public review and distribution. The consultant will provide a
screencheck draft for staff to review and confirm prior to production of the public draft document. The consultant
will provide the documents to the City for posting on the website.
Meetings Consultant Deliverables City Responsibilities
Screencheck public review draft
Zoning Regulations and public
review draft Zoning Regulations
Review screencheck drafts prior to
printing of public draft documents
Task 2.9 – Community Workshops on the Public Review Draft. City staff will facilitate two community
workshops following release of the public review draft Zoning Regulations. The workshops will focus on:
Presenting the public review draft and draft Zoning Map to the general public. City staff will be
responsible for updates to the Zoning Map.
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Highlighting significant modifications to the existing zoning regulations.
The consultant’s project manager will work with City staff to develop effective meeting plans, venues, and
methods to inform and receive relevant input from the community. This may include but not be limited to
surveys, interactive web-based interfaces, live polling, small group exercises, and/or interactive work stations as
appropriate and desired. City staff will be responsible for booking the workshop venues. The consultant will
summarize input from the community workshops and provide a summa ry to the City.
Meetings Consultant Deliverables City Responsibilities
Community workshops (2) Meeting materials and summary
Lead workshops and work with
consultant on development of
meeting materials
Draft any needed updates to Zoning
Map
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Task 2.10 – Public Hearing Draft Zoning Regulations. Based on input and direction from City staff, Planning
Commission, and public input, the consultant will prepare a public hearing draft of the Zoning Regulations
update. The consultant will also prepare a legislative draft of the public hearing draft with changes to the existing
Zoning Regulations shown in strike through for deleted language and bold for new language. The consultant will
provide a screencheck draft for staff to review and confirm prior to production of the legislative public hearing
draft and public hearing draft documents. The consultant will provide the documents to the City for posting on
the website and inclusion in Planning Commission and City Council staff reports.
Meetings Consultant Deliverables City Responsibilities
Screencheck public hearing draft
Zoning Regulations
Screencheck legislative public
hearing draft Zoning Regulations
Public hearing draft Zoning
Regulations
Legislative public hearing draft
Zoning Regulations
Review screencheck drafts prior to
printing of public hearing draft
documents
Task 2.11 – Public Hearings. City staff will facilitate one hearing with the Planning Commission and one hearing
with the City Council after preparation of the public hearing draft Zoning Regulations. City staff will also facilitate
one hearing with the City Council for review and adoption of the final updated Zoning Regulations. The
consultant will assist City staff with preparation for the hearings and will attend the hearings to assist in
responding to questions.
Meetings Consultant Deliverables City Responsibilities
Public hearing with Planning
Commission (1)
Public hearings with City Council
(2)
Attend public hearings
Prepare and distribute notices and
staff reports
Facilitate public hearing
presentations
Task 2.12 – Final Documents. The consultant will prepare final documents based on City Council direction and
action as appropriate. The City will be responsible for uploading the final documents to the City’s website and
Municipal Code website.
Meetings Consultant Deliverables City Responsibilities
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Final Zoning Regulations Review final documents prior to
printing
TASK 3 – Environmental Analysis/CEQA/ALUC Referral
This task involves preparation of environmental analysis for the project in keeping with CEQA requirements. The
consultant will prepare an addendum to the 2014 General Plan Land Use and Circulation Elements Update EIR
pursuant to CEQA Guidelines Section 15164 that would be utilized to demonstrate that the Zoning Regulations
update is simply a later project of the General Plan and its environment effects are adequately addressed in the
General Plan update EIR. If the City prefers, the consultant can prepare a Mitigated Negative Declaration, which
is listed as an optional task in lieu of the General Plan EIR Addendum (see Optional Task 10). This task also
involves meetings with the San Luis Obispo County Airport Land Use Commission (ALUC) for their input and
review of consistency with the County’s Airport Land Use Plan.
Task 3.1 – General Plan EIR Addendum. The consultant will prepare an administrative draft addendum
including a project description and technical analysis. The technical analysis will address ea ch environmental
issue area in the CEQA Environmental Checklist and will utilize and summarize the environmental impact
analysis provided in the General Plan update EIR. Specifically, the analysis will provide substantial evidence that
the Zoning Regulations update would not result in a new significant environmental impact or an increased
severity of a previously identified environmental impact from the project or changed conditions (pursuant to
CEQA Guidelines Section 15162). Upon receipt of City comments on the addendum, the consultant will finalize
the addendum. Pursuant to CEQA Guidelines Section 15164, no public review or response to comments on the
addendum is required. However, the consultant will provide technical assistance to respond to any comments
received if the City chooses to circulate the addendum.
Meetings Consultant Deliverables City Responsibilities
Administrative draft GP EIR
Addendum
Final draft GP EIR Addendum
Review materials and provide input
and direction as appropriate
Task 3.2 – ALUC Initial Meeting. Following release of the public draft Zoning Regulations the consultant will
prepare for and attend one hearing with the County Airport Land Use Commission (ALUC) to receive their
initial feedback on the update.
Meetings Consultant Deliverables City Responsibilities
Public hearing with Airport Land
Use Commission (1)
Prepare presentation and written
materials for review by the ALUC
Present at meeting
Assist consultant with preparation
of materials and coordination with
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the County liaison to the ALUC as
needed
Task 3.3 – ALUC Formal Referral Meeting. Following review of the public hearing draft Zoning Regulations by
the City of San Luis Obispo Planning Commission and City Council the consultant will prepare for and attend
one hearing with the County Airport Land Use Commission (ALUC) to receive their formal feedback on the
update. The ALUC will make a determination of consistency or inconsistency between the updated Zoning
Regulations and the Airport Land Use Plan (ALUP).
Meetings Consultant Deliverables City Responsibilities
Public hearing with Airport Land
Use Commission (1)
Presentation and staff report for
review by the ALUC
Present at meeting
Assist consultant with preparation
of materials and coordination with
the County liaison to the ALUC as
needed
AVAILABLE RESOURCES
City documents include:
Document Location
General Plan http://www.slocity.org/government/department -directory/community-development/planning-zoning/general-plan
(Land Use, Circulation, Noise, Safety, Water and Wastewater, Conservation and Open Space, Housing, and
Parks and Recreation Elements)
New General Plan update: http://www.slo2035.com/
Zoning
Regulations
http://www.slocity.org/home/showdocument?id=5861
City of San Luis
Obispo Municipal
code
http://www.codepublishing.com/ca/sanluisobispo/
Land Use
Element Map
http://www.slocity.org/government/department -directory/community-development/planning-zoning/general-plan
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Section B
GENERAL TERMS AND CONDITIONS (the legal stuff)
PROPOSAL REQUIREMENTS
1. Requirement to Meet All Provisions. Each individual or firm submitting a proposal
(proposer) shall meet all of the terms, and conditions of the Request for Proposals (RFP)
specifications package. By virtue of its proposal submittal, the proposer acknowledges
agreement with and acceptance of all provisions of the RFP specifications.
2. Proposal Submittal. Each proposal must be submitted on the form(s) provided in the
specifications and accompanied by any other required submittals or supplemental
materials. Proposal documents shall be enclosed in an envelope that shall be sealed and
addressed to the Department of Finance, City of San Luis Obispo, 990 Palm Street, San
Luis Obispo, CA, 93401. In order to guard against premature opening, the proposal
should be clearly labeled with the proposal title, specification number, name of proposer,
and date and time of proposal opening. No FAX submittals will be accepted.
3. Insurance Certificate. Each proposal must include a certificate of insurance showing:
a. The insurance carrier and its A.M. Best rating.
b. Scope of coverage and limits.
c. Deductibles and self-insured retention.
The purpose of this submittal is to generally assess the adequacy of the proposer’s
insurance coverage during proposal evaluation; as discussed under paragraph 12 below,
endorsements are not required until contract award. The City ’s insurance requirements
are detailed in Section E.
4. Proposal Quotes and Unit Price Extensions. The extensions of unit prices for the
quantities indicated and the lump sum prices quoted by the proposer must be entered in
figures in the spaces provided on the Proposal Submittal Form(s). Any lump sum bid shall
be stated in figures. The Proposal Submittal Form(s) must be totally completed. If the
unit price and the total amount stated by any proposer for any item are not in agreement,
the unit price alone will be considered as representing the proposer's intention and the
proposal total will be corrected to conform to the specified unit price.
5. Proposal Withdrawal and Opening. A proposer may withdraw its proposal, without
prejudice prior to the time specified for the proposal opening, by submitting a written
request to the Director of Finance for its withdrawal, in which event the proposal will be
returned to the proposer unopened. No proposal received after the time specified or at
any place other than that stated in the "Notice Inviting Bids/Requesting Proposals" will be
considered. All proposals will be opened and declared publicly. Proposers or their
representatives are invited to be present at the opening of the proposals.
6. Submittal of One Proposal Only. No individual or business entity of any kind shall be
allowed to make or file, or to be interested in more than one proposal, except an alternative
proposal when specifically requested; however, an individual or business entity that has
submitted a sub-proposal to a proposer submitting a proposal, or who has quoted prices
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on materials to such proposer, is not thereby disqualified from submitting a sub -proposal
or from quoting prices to other proposers submitting proposals.
7. Cooperative Purchasing. During the term of the contract, the successful proposer will
extend all terms and conditions to any other local governmental agencies upon their
request. These agencies will issue their own purchase orders, will directly receive goods
or services at their place of business and will be directly billed by the successful proposer.
8. Communications. All timely requests for information submitted in writing will receive a
written response from the City. Telephone communications with City staff are not
encouraged, but will be permitted. However, any such oral communication shall not be
binding on the City.
CONTRACT AWARD AND EXECUTION
9. Proposal Retention and Award. The City reserves the right to retain all proposals for a
period of 60 days for examination and comparison. The City also reserves the right to
waive non-substantial irregularities in any proposal, to reject any or all proposals, to reject
or delete one part of a proposal and accept the other, except to the extent that proposals
are qualified by specific limitations. See the "special terms and conditions" in Section C
of these specifications for proposal evaluation and contract award criteria.
10. Competency and Responsibility of Proposer. The City reserves full discretion to
determine the competence and responsibility, professionally and/or financially, of
proposers. Proposers will provide, in a timely manner, all information that the City deems
necessary to make such a decision.
11. Contract Requirement. The proposer to whom award is made (Contractor) shall execute
a written contract with the City within ten (10) calendar days after notice of the award has
been sent by mail to it at the address given in its proposal. The contract shall be made in
the form adopted by the City and incorporat ed in these specifications.
12. Insurance Requirements. The Contractor shall provide proof of insurance in the form,
coverages and amounts specified in Section D of these specifications within 10 (ten)
calendar days after notice of contract award as a prec ondition to contract execution.
13. Business License & Tax. The Contractor must have a valid City of San Luis Obispo
business license and tax certificate before execution of the contract. Additional
information regarding the City's business license and tax program may be obtained by
calling (805) 781-7134.
CONTRACT PERFORMANCE
14. Ability to Perform. The Contractor warrants that it possesses, or has arranged through
subcontracts, all capital and other equipment, labor, materials, and licenses necessary to
carry out and complete the work hereunder in compliance with any and all federal, state,
county, city, and special district laws, ordinances, and regulations.
15. Laws to be Observed. The Contractor shall keep itself fully informed of and shall observe
and comply with all applicable state and federal laws and county and City of San Luis
Obispo ordinances, regulations and adopted codes during its performance of the work.
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16. Payment of Taxes. The contract prices shall include full compensation for all taxes that
the Contractor is required to pay.
17. Permits and Licenses. The Contractor shall procure all permits and licenses, pay all
charges and fees, and give all notices necessary.
18. Safety Provisions. The Contractor shall conform to the rules and regulations pertaining
to safety established by OSHA and the California Division of Industrial Safety.
19. Public and Employee Safety. Whenever the Contractor's operations create a condition
hazardous to the public or City employees, it shall, at its expense and without cost to the
City, furnish, erect and maintain such fences, temporary railings, barricades, lights, signs
and other devices and take such other protective measures as are necessary to prevent
accidents or damage or injury to the public and employees.
20. Preservation of City Property. The Contractor shall provide and install suitable
safeguards, approved by the City, to protect City property from injury or damage. If City
property is injured or damaged resulting from the Contractor's operations, it shall be
replaced or restored at the Contractor's expense. The facilities shall be replaced or
restored to a condition as good as when the Contractor began work.
21. Immigration Act of 1986. The Contractor warrants on behalf of itself and all
subcontractors engaged for the performance of this work that only persons authorized to
work in the United States pursuant to the Immigration Reform and Control Act of 1986 and
other applicable laws shall be employed in the performance of the work hereunder.
22. Contractor Non-Discrimination. In the performance of this work, the Contractor agrees
that it will not engage in, nor permit such subcontractors as it may employ, to engage in
discrimination in employment of persons because of age, race, color, sex, national origin
or ancestry, sexual orientation, or religion of such persons.
23. Work Delays. Should the Contractor be obstructed or delayed in the work required to be
done hereunder by changes in the work or by any default, act, or omission of the City, or
by strikes, fire, earthquake, or any other Act of God, or by the inability to obtain materials,
equipment, or labor due to federal government restrictions arising out of defense or war
programs, then the time of completion may, at the City's sole option, be extended for such
periods as may be agreed upon by the City and the Contractor. In the event that there is
insufficient time to grant such extensions prior to the completion date of the contract, the
City may, at the time of acceptance of the work, waive liquidated damages that may have
accrued for failure to complete on time, due to any of the above, after hearing evidence
as to the reasons for such delay, and making a finding as to the causes of same.
24. Payment Terms. The City's payment terms are 30 days from the receipt of an original
invoice and acceptance by the City of the materials, supplies, equipment or services
provided by the Contractor (Net 30). In accordance with the Grant Guidelines, fifteen
percent (15%) of the amounts submitted for reimbursement will be withheld and issued as
a final payment upon agreement completion, at the sole discretion of the sta te. All
expenditures must be itemized on the invoice form. For each expenditure of $500 or more,
copies of supporting documentation (time sheets, payroll stubs, receipts, etc.) must be
submitted with the invoice.
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25. Inspection. The Contractor shall furnish City with every reasonable opportunity for City
to ascertain that the services of the Contractor are being performed in accordance with
the requirements and intentions of this contract. All work done and all materials furnished,
if any, shall be subject to the City's inspection and approval. The inspection of such work
shall not relieve Contractor of any of its obligations to fulfill its contract requirements.
26. Audit. The City shall have the option of inspecting and/or auditing all records and other
written materials used by Contractor in preparing its invoices to City as a condition
precedent to any payment to Contractor.
27. Interests of Contractor. The Contractor covenants that it presently has no interest, and
shall not acquire any interest—direct, indirect or otherwise—that would conflict in any
manner or degree with the performance of the work hereunder. The Contractor further
covenants that, in the performance of this work, no subcontractor or person having such
an interest shall be employed. The Contractor certifies that no one who has or will have
any financial interest in performing this work is an officer or employee of the City. It is
hereby expressly agreed that, in the performance of the work hereunder, the Contractor
shall at all times be deemed an independent contractor and not an agent or employee of
the City.
28. Indemnification for Professional Liability. To the fullest extent permitted by law, the
Consultant shall indemnify, protect, defend and hold harmless the City and any and all of
its officials, employees and agents (“Indemnified Parties”) from and against any and all
losses, liabilities, damages, costs and expenses, including attorney’s fees and cost which
arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of
the Consultant.
29. .
30. Contract Assignment. The Contractor shall not assign, transfer, convey or otherwise
dispose of the contract, or its right, title or interest, or its power to execute such a contract
to any individual or business entity of any kind without the previous written consent of the
City.
31. Termination. If, during the term of the contract, the City determines that the Contractor
is not faithfully abiding by any term or condition contained herein, the City may notify the
Contractor in writing of such defect or failure to perform. This notice must give the
Contractor a 10 (ten) calendar day notice of time thereafter in which to perform said work
or cure the deficiency.
If the Contractor has not performed the work or cured the def iciency within the ten days
specified in the notice, such shall constitute a breach of the contract and the City may
terminate the contract immediately by written notice to the Contractor to said effect.
Thereafter, neither party shall have any further du ties, obligations, responsibilities, or
rights under the contract except, however, any and all obligations of the Contractor's
surety shall remain in full force and effect, and shall not be extinguished, reduced, or in
any manner waived by the termination thereof.
In said event, the Contractor shall be entitled to the reasonable value of its services
performed from the beginning date in which the breach occurs up to the day it received
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the City's Notice of Termination, minus any offset from such payment representing the
City's damages from such breach. "Reasonable value" includes fees or charges for goods
or services as of the last milestone or task satisfactorily delivered or completed by the
Contractor as may be set forth in the Agreement payment schedu le; compensation for any
other work, services or goods performed or provided by the Contractor shall be based
solely on the City's assessment of the value of the work -in-progress in completing the
overall work scope.
The City reserves the right to delay any such payment until completion or confirmed
abandonment of the project, as may be determined in the City's sole discretion, so as to
permit a full and complete accounting of costs. In no event, however, shall the Contractor
be entitled to receive in excess of the compensation quoted in its proposal.
The City also may terminate this contract at any time by giving the Contractor thirty (30)
days written notice of such termination. Immediately upon receipt of notice of
termination, Contractor shall discontinue work on the project and incur no further
obligations or expenses. Contractor shall be paid the percentage of the total cost that
corresponds to the percentage of the document(s) that are satisfactorily completed prior
to the Contractor’s receipt of said termination.
32. Ownership of Materials. Upon completion of all work under this contract, ownership and
title to all reports, documents, plans, specifications, and estimates produced as part of this
contract will automatically be vested in the city and no further agreement will be necessary
to transfer ownership to the City. The Contractor shall furnish the City all necessary copies
of data needed to complete the review and approval process.
33. Release of Reports and Information. Any reports, information, data, or other material
given to, prepared by or assembled by the Contractor as part of the work or services under
these specifications shall be the property of City and shall not be made available to any
individual or organization by the Contractor without the prior written approval of the City.
The Contractor shall not issue any news release or public relations item of any nature,
whatsoever, regarding work performed or to be performed under this contract without prior
review of the contents thereof by the City and receipt of the City’s written permission.
34. If the City requests additional copies of reports, drawings, specifications, or any other
material in addition to what the Contractor is required to furnish in limited quantities as
part of the work or services under these specifications, the Contractor shall provide such
additional copies as are requested, and City shall compensate the Contractor for the costs
of duplicating of such copies at the Contractor's direct expense
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Section C
SPECIAL TERMS AND CONDITIONS
1. Proposal Content. Your proposal must include the following information:
Submittal Forms
a. Proposal submittal summary.
b. Certificate of insurance.
c. References from at least three municipalities for whom you have provided similar services.
d. Completion of the Technical Specification Sheet and Proposal Submittal Form.
Prospective consultants shall be qualified based upon experience, education, training, and
professional registration and certification. Proposals shall indicat e the following in a detailed
manner:
2. Qualifications
a. Experience of your firm in performing similar services.
b. Education, training, experience, professional registration and certification of the principal
and of staff members who will be involved in the project. Include resumes of the
individuals who would be assigned to this project, including any sub-contractors.
c. Statement and explanation of any instances where your firm has been removed from a
project or disqualified from proposing on a project.
d. Any additional capabilities of the firm or optional services that may be offered (e.g.
inspection services, CASp services), which supplement the scope of the project description.
Work Program
e. A brief narrative of the processes that will be employed to accomplish the project including
a discussion of the quality control measures.
f. Proposed Plan Review turn-around times.
g. Any other information that would assist us in making this contract award decision.
Compensation
h. Proposed compensation shall be delineated on the Proposal Submittal Form provided with
this RFP.
i. A standard hourly billing rate for the assigned plan reviews.
Proposal Length and Copies
j. Proposals should not exceed 50 pages, including attachments and supplemental materials.
k. Six copies of the proposal must be submitted.
3. Proposal Evaluation and Selection. Proposals will be evaluated by a review committee based on
the following criteria:
a. Understanding of the work required by the City.
b. Quality, clarity and responsiveness of the proposal.
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c. Demonstrated competence and professional qualifications necessary for successfully
performing the work required by the City.
d. Recent experience in successfully performing similar services.
e. Proposed approach in completing the work.
f. References.
g. Background and related experience of the specific individuals to be assigned to this project.
h. Proposed compensation.
As reflected above, contract award will not be based solely on price, but on a combination of factors
as determined to be in the best interest of the City. After evaluating the proposals and discussing
them further with the finalists or the tentatively selected Consultant, the City reserves the right to
further negotiate the proposed work and/or method and amount of compensation.
4. Proposal Review and Award Schedule. The following is an outline of the anticipated schedule
for proposal review and contract award:
a. Issue RFP 9/8
b. Conduct pre-proposal conference 9/29
c. Receive proposals 10/06
d. Complete proposal evaluation 10/13
e. Conduct finalist interviews 10/20
f. Finalize staff recommendation 10/24
g. Award contract 10/31
h. Execute contract 11/14
i. Start work 11/21
5. Pre-Proposal Conference. An optional pre-proposal conference will be held at the following
location, date, and time to answer any questions that prospective proposers may have regarding
this RFP:
Thursday, September 29, 2016, 2:00 PM
Community Development Department
919 Palm Street, San Luis Obispo, CA 93401
6. Ownership of Materials. All original drawings, plan documents and other materials prepared
by or in possession of the Consultant as part of the work or services under these specifications
shall become the permanent property of the City, and shall be delivered to the City upon demand.
7. Release of Reports and Information. Any reports, information, data, or other material given
to, prepared by or assembled by the Consultant as part of the work or services under these
specifications shall be the property of City and shall not be ma de available to any individual or
organization by the Consultant without the prior written approval of the City.
8. Copies of Reports and Information. If the City requests additional copies of reports, drawings,
specifications, or any other material in addition to what the Consultant is required to furnish in
limited quantities as part of the work or services under these specifications, the Consultant shall
provide such additional copies as are requested, and City shall compensate the Consultant for
the costs of duplicating of such copies at the Consultant's direct expense.
9. Required Deliverable Products. The Consultant will be required to provide:
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a. Work product per the scope will be accompanied by a Transmittal Sheet which should
include any relevant comments or instructions for City staff, and the total hours to be billed.
Failure to include the total hours to be billed, will resu lt in forfeiture of any charges for
hours not reported on the Transmittal Sheet.
b. When computers have been used to produce materials submitted to the City as a part of the
workscope, the Consultant must provide the corresponding computer files to the City,
compatible with the following programs whenever possible unless otherwise directed by
the project manager:
Word Processing Word
Spreadsheets Excel
Desktop Publishing CorelDraw, PageMaker
Computer Aided Drafting (CAD) AutoCAD
Computer files must be on 3½", high-density, write-protected diskettes, formatted for use
on IBM-compatible systems. Each diskette must be clearly labeled and have a printed copy
of the directory. Alternatively, files may be emailed to the City.
10. Attendance at Meetings and Hearings. The work scope includes attendance at study sessions,
public hearings, and public outreach meetings. Consultant shall attend as many "working"
meetings with staff as necessary in performing workscope tasks.
11. Alternative Proposals. The proposer may submit an alternative proposal (or proposals) that it
believes will also meet the City's project objectives but in a different way. In this case, the
proposer must provide an analysis of the advantages and disadvantages of each of the
alternatives, and discuss under what circumstances the City would prefer one alternative to the
other(s). If an alternative pr oposal is submitted, the maximum length of the proposal may be
expanded proportionately by the number of alternatives submitted.
12. Accuracy of RFP. The specifications for this project are believed by the City to be accurate
and to contain no affirmative misrepresentation or any concealment of fact. Proposers are
cautioned to undertake an independent analysis of any test results in the specifications, as City
does not guaranty the accuracy of its interpretation of test results contained in the specifications
package. In preparing its proposal, the proposer and all sub -consultants named in its proposal
shall bear sole responsibility for proposal preparation errors resulting from any misstatements
or omissions in the plans and specifications that could easily have been ascertained by
examining either the project site or accurate test data in the City's possession. Although the
effect of ambiguities or defects in the plans and specifications will be as determined by law, any
patent ambiguity or defect shall give rise to a duty of proposer to inquire prior to proposal
submittal. Failure to so inquire shall cause any such ambiguity or defect to be construed against
the proposer. An ambiguity or defect shall be considered patent if it is of such a nature that th e
proposer, assuming reasonable skill, ability and diligence on its part, knew or should have
known of the existence of the ambiguity or defect. Furthermore, failure of the proposer or sub -
consultants to notify City in writing of specification or plan def ects or ambiguities prior to
proposal submittal shall waive any right to assert said defects or ambiguities subsequent to
submittal of the proposal.
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To the extent that these specifications constitute performance specifications, the City shall
not be liable for costs incurred by the successful proposer to achieve the project’s objective or
standard beyond the amounts provided there for in the proposal.
In the event that, after awarding the contract, any dispute arises as a result of any actual or
alleged ambiguity or defect in the plans and/or specifications, or any other matter whatsoever,
Consultant shall immediately notify the City in writing, and the Consultant and all sub -
consultants shall continue to perform, irrespective of whether or not th e ambiguity or defect is
major, material, minor or trivial, and irrespective of whether or not a change order, time
extension, or additional compensation has been granted by City. Failure to provide the
hereinbefore described written notice within one (1) working day of Consultant's becoming
aware of the facts giving rise to the dispute shall constitute a waiver of the right to assert the
causative role of the defect or ambiguity in the plans or specifications concerning the dispute.
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Section D
FORM OF AGREEMENT
AGREEMENT
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on [day, date, year] by and
between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City, and
[CONTRACTOR’S NAME IN CAPITAL LETTERS], hereinafter referred to as Contractor.
W I T N E S S E T H:
WHEREAS, on September 8, 2016, the City requested proposals for an update to the Zoning Regulations
and preparation of Environmental Initial Study, per Specification No. 91519 (Zoning Regulations Update); and
WHEREAS, pursuant to said request, Contractor submitted a proposal that was accepted by City for said
project;
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 project.
2. INCORPORATION BY REFERENCE. City Specification No. 91519 and Contractor's proposal
dated [date], are hereby incorporated in and made a part of this Agreement.
3. CITY'S OBLIGATIONS. For providing the services as specified in this Agreement, City will pay
and Contractor shall receive therefor e compensation in a total sum not to exceed [$ .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 do everything required by
this Agreement and the said specification as described in Exhibit [ ] attached hereto and incorporated into this
Agreement and to comply with the terms set forth in Exhibits B, C and E 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 the City Manager of the City.
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6. COMPLETE AGREEMENT. This written Agreement, including all writings 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 Name
Address
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 wr itten.
ATTEST: CITY OF SAN LUIS OBISPO
________________________________ By:_____________________________________
City Clerk City Manager
APPROVED AS TO FORM: CONTRACTOR
________________________________ By: _____________________________________
City Attorney
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Section E
INSURANCE REQUIREMENTS
Consultant Services
The Consultant shall procure and maintain for the duration of the contract insurance against claims for
injuries to persons or damages to property which may arise from or in connection with the performance of
the work hereunder by the Consultant, its agents, representatives, employees or sub -consultants.
Minimum Scope of Insurance. Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).
2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code
1 (any auto).
3. Workers' Compensation insurance as required by the State of California and Employer's Liability
Insurance.
4. Errors and Omissions Liability insurance as appropriate to the consultant's profession.
Minimum Limits of Insurance. Consultant shall maintain limits no less than:
1. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property
damage. If Commercial General Liability or other form with a general aggregate limit is used,
either the general aggregate limit shall apply separately to this project/location or the general
aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.
3. Employer's Liability: $1,000,000 per accident for bodily injury or disease.
4. Errors and Omissions Liability: $1,000,000 per occurrence.
Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to
and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such
deductibles or self-insured retentions as respects the City, its officers, officials, employees and volunteers;
or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim
administration and defense expenses.
Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be
endorsed to contain, the following provisions:
1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as
respects: liability arising out of activities performed by or on behalf of the Consultant; products
and completed operations of the Consultant; premises owned, occupied or used by the Consultant;
or automobiles owned, leased, hired or borrowed by the Consultant. The coverage shall contain no
special limitations on the scope of protection afforded to the City, its officers, official, employees,
agents or volunteers.
2. For any claims related to this project, the Consultant's insurance coverage shall be primary
insurance as respects the City, its off icers, officials, employees, agents and volunteers. Any
insurance or self-insurance maintained by the City, its officers, officials, employees, agents or
volunteers shall be excess of the Consultant's insurance and shall not contribute with it.
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3. The Consultant's insurance shall apply separately to each insured against whom claim is made or
suit is brought, except with respect to the limits of the insurer's liability.
4. Each insurance policy required by this clause shall be endorsed to state that coverag e shall not be
suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30)
days' prior written notice by certified mail, return receipt requested, has been given to the City.
Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no
less than A:VII.
Verification of Coverage. Consultant shall furnish the City with a certificate of insurance showing
maintenance of the required insurance coverage. Original endorsements effecting general liability and
automobile liability coverage required by this clause must also be provided. The endorsements are to be
signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be
received and approved by the City before work commences.
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Section E
Proposal Submittal Forms:
Contractors and Consultants
The undersigned declares that she or he has carefully examined Specification No. ______, including the
description of the work program which is hereby made a part of this proposal; is thoroughly familiar with
its contents; is authorized to represent the proposing firm; and agrees to perform the specified work for the
following cost quoted in full:
Description 2015-16
Task 1
Task 2
Task 3
Task 4
Task 5
Task 6
Task 7
Task 8
Other Costs (please
specify)
TOTAL $
Certificate of insurance attached; insurance company’s A.M. Best rating: __________________.
Firm Name and Address
Contact Phone
Signature of Authorized Representative
Date
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REFERENCES
Number of years engaged in providing the services included within the scope of the specifications under
the present business name: .
Describe fully the last three contracts performed by your firm that demonstrate your ability to provide the
services included with the scope of the specifications. Attach additional pages if required. The City
reserves the right to contact each of the references listed for additional information regarding your firm's
qualifications.
Reference No. 1
Customer Name
Contact Individual
Telephone & FAX number
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome
Reference No. 2
Customer Name
Contact Individual
Telephone & FAX number
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome
Reference No. 3
Customer Name
Contact Individual
Telephone & FAX number
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome
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STATEMENT OF PAST CONTRACT DISQUALIFICATIONS
The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it,
has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state,
or local government project because of the violation of law, a safety regulation, or for any other reason,
including but not limited to financial difficulties, project delays, or disputes regarding work or product
quality, and if so to explain the circumstances.
Do you have any disqualification as described in the above paragraph to declare?
Yes No
If yes, explain the circumstances.
Executed on at _______________________________________ under penalty
of perjury of the laws of the State of California, that the foregoing is true and correct.
______________________________________
Signature of Authorized Proposer Representative
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Review and provide feedback on Zoning Regulations Work ProgramSeptember 6, 2016
Recommendation • Review work scope and provide feedback on proposed tasks and related budget to implement the LUCE and other identified Zoning Regulations updates • Authorize the issuance of a Request for Proposals (RFP) for consultant services to assist staff in updating the City’s Zoning Regulations • Authorize the City Manager to award a consultant services agreement in an amount not-to-exceed $225,000 as budgeted in the 2015-17 Financial Plan for updating the Zoning Regulations and the associated environmental review 09-06-2016 Presentation, Item 13
Background • 2014 Land Use and Circulation Element (LUCE) incorporated visions and goals for City’s future• 2015-2017 Financial Plan includes Zoning Regulations update to implement LUCE changes• Different Approach to this RFP – Preliminary Scope with estimated budgets for each task prior to issuing RFP• Preliminary scope and cost estimates – to be confirmed through process and negotiations with selected consultant 09-06-2016 Presentation, Item 13
Draft Work ProgramTask 1: Project Initiation and Coordination• Establish plan and program • Meetings and coordination between staff and consultant • Finalize scope of work and outreach strategy • Ongoing meetings as needed09-06-2016 Presentation, Item 13
Draft Work ProgramTask 2: Zoning Regulations Text Amendments• Consultant prepares updates to regulations based on LUCE and staff direction• Collect and analyze data• Outreach events• Community workshops, Planning Commission and City Council study sessions, stakeholder meetings• Prepare administrative, public review, hearing, and final drafts. Legislative drafts will be prepared for all drafts of the Ordinance. 09-06-2016 Presentation, Item 13
Draft Work ProgramTask 3: Environmental Analysis/California Environmental Quality Act (CEQA)/Airport Land Use Commission (ALUC) Referral• Consultant prepares documents pursuant to CEQA• Prepare addendum to the LUCE EIR if no new significant environmental impacts are identified• If required, preparation of a Mitigated Negative Declaration (MND) is included in optional tasks• Refer Zoning Regulations amendments to the Airport Land Use Commission (ALUC) 09-06-2016 Presentation, Item 13
Draft Work ProgramOptional Tasks• Optional tasks can be included if desired: • Zoning user guides/handouts • Additional environmental analysis, if needed• Additional community outreach• Alternatives to tasks included in primary task list• Key issues summary and key issues papers• Address key issues in update 09-06-2016 Presentation, Item 13
Key Issues • Conduct a collaborative approach to public engagement as called for in the PEN Manual • Implement the LUCE by considering multi-family development standards, downtown residential development, revising Ordinance 1130, and many other LUE programs (p. 388) • Update the Land Use Table, parking standards, and Land Use definitions, create medical marijuana standards, and other changes as identified in the final scope (p. 389) 09-06-2016 Presentation, Item 13
A Couple Other Points • A Form-Based Code for the downtown is not within the scope or budget of this effort and will be informed by the Downtown Concept Plan and undertaken in conjunction with Cal Poly. • Per Council direction, implementation of Land Use Element Program 2.13 (Neighborhood Compatibility) is in progress and will be incorporated into the Zoning Regulations as appropriate. 09-06-2016 Presentation, Item 13
Summary • Zoning Regulations are the primary implementation tool for the Land Use Element; LUE programs necessitating revisions to the Zoning Regulations are top priority.• Draft work program based on amount budgeted in 2015-2017 budget - $225,000. Preliminary scope fits within budget, including some optional tasks -to be finalized during process and contract negotiations • Completion goal: December, 2017 09-06-2016 Presentation, Item 13
Recommendation • Review work scope and provide feedback on proposed tasks and related budget to implement the LUCE and other identified Zoning Regulations updates. • Authorize the issuance of a Request for Proposals (RFP) for consultant services to assist staff in updating the City’s Zoning Regulations. • Authorize the City Manager to award a consultant services agreement in an amount not-to-exceed $225,000 as budgeted in the 2015-17 Financial Plan for updating the Zoning Regulations and the associated environmental review. 09-06-2016 Presentation, Item 13
BudgetTasks and Subtasks Subtask Fee Task Fee1. Project Initiation and Coordination1.1 Project Initiation$1,720.001.2 City Staff Work Sessions (14)$8,280.001.3 Ongoing Project Coordination$11,820.00Task 1 Subtotal$21,820.002. Zoning Regulations Text Amendments2.1 Data Collection, Review, and Analysis$10,780.002.2 Document Organization and Format$4,800.002.3 Community Workshops (ahead of draft (2))$7,240.002.4 Planning Commission Study Sessions (2)$3,870.002.5 City Council Study Session (1)$1,970.002.6 Stakeholder Meetings (City staff to conduct)$860.0009-06-2016 Presentation, Item 13
Budget (continued)Tasks and Subtasks Subtask Fee Task Fee2.7 Administrative Draft Zoning Regulations2.7.1 Consistency with state and federal law$3,520.002.7.2 Updates for internal consistency$2,480.002.7.3 Legislative Drafting$10,060.00Tasks 2.1 through 2.7 and Subtasks 2.7.1, 2.7.2, and 2.7.3 Subtotal45,580.00LUE Implementation Subtasks2.7.4 LUE Program 2.10.2–PM Standards$3,670.002.7.5 LUE Program 2.11.1–Student Housing Preferences$1,330.002.7.6 LUE Program 2.11.2–MF OS/Storage$1,150.002.7.7 LUE Program 2.12–DT Residential$2,370.002.7.8 LUE Program 2.13–Neighborhood CompatibilityImplementation already in progress-separate City effort09-06-2016 Presentation, Item 13
Budget (continued)Tasks and Subtasks Subtask Fee Task Fee2.7.9 LUE Program 2.15–Residential Densities$1,970.002.7.10 LUE Program 2.16–DT Parking by Residents$790.002.7.11 LUE Program 2.17–Offset Vehicle Needs (DT)$790.002.7.12 LUE Program 3.10–Noise Control$790.002.7.13 LUE Program 3.11–Madonna Rd. Centers$790.002.7.14 LUE Program 3.13–Visitor Serving Uses$790.002.7.15 LUE Program 4.28–Efficiency Units in DT$395.002.7.16 LUE Program 4.32–Alcohol Use Permits$1,400.002.7.17 LUE Program 4.36–Specific Plans$180.002.7.18 LUE Program 7.16–Airport Overlay Zone$3,660.002.7.19 LUE Program 7.17–Airport LU and Zoning$1,760.0009-06-2016 Presentation, Item 13
Budget (continued)Tasks and Subtasks Subtask Fee Task Fee2.7.20 LUE Program 8.3–Ordinance 1130$700.002.7.21 LUE Program 9.13–Incentive program$1,690.00LUE Implementation Subtasks Subtotal$24,225.00Staff Proposed Changes Subtasks2.7.22 Land Use Table update$6,320.002.7.23 LUE wording–should v. shall$5,240.002.7.24 Evaluate live/work$790.002.7.25 Parking standards update$3,660.002.7.26 Roof deck standards$1,220.002.7.27 Review “S” Overlay$790.002.7.28 Shed standards and process$790.002.7.29 Definitions update$2,120.0009-06-2016 Presentation, Item 13
Budget (continued)Tasks and Subtasks Subtask Fee Task Fee2.7.30 Incorporate updates from Subdivision Regulations and Sign Code$2,800.002.7.31 Medical Marijuana Regulations$1,310.00Staff Proposed Changes Subtasks Subtotal$25,040.00Administrative Draft Subtotal$65,325.002.8 Public Review Draft (includes staff screencheck)$30,620.002.9 Community Workshops on the PRD (2)$6,520.002.10 Public Hearing Draft (includes staffscreencheck)$10,940.002.11 Public Hearings (4)$5,900.002.12 Final Documents $1,130.00Task 2 Subtotals$149,955.00Zoning Regulations Update Budget Item (Total of Tasks 1 and 2)Budgeted Total Fee$150,000.00 $171,775.0009-06-2016 Presentation, Item 13
Budget (continued)Tasks and Subtasks Subtask Fee Task Fee3. Environmental Analysis/CEQA/ALUC Referral3.1 General Plan EIR Addendum$17,880.003.2 ALUC Preliminary Meeting (1)$1,270.003.3 ALUC Formal Referral Meeting (1)$1,790.00Task 3 Subtotals$20,940.00Environmental Analysis/CEQA/ALUCReferral Budget Item (Task 3)Budgeted Total Fee$75,000.00 $20,940.00PRIMARYTASKSTOTALBUDGETEDTOTALFEE$225,000.00 $192,715.0009-06-2016 Presentation, Item 13
Budget (continued)Tasks and Subtasks Subtask Fee Task FeeOptional Tasks4. Handouts for Users of the Zoning Regs$8,560.005. CEQA MND Instead of Addendum(*includes additional amount for MND rather than a GP Addendum for environmental review)$7,220.006. Zoning subcommittee or Community Task Force–cost per meeting$2,240.007. Additional City staff work sessions–cost per meeting$610.008. Additional, consultant-led stakeholder interviews–cost per meeting$610.009. Additional community workshops–cost per meeting$3,620.0010. Additional study sessions/public hearings–cost per meeting$2,240.0009-06-2016 Presentation, Item 13
Budget (continued)Tasks and Subtasks Subtask Fee Task Fee11. Key Issues Summary$4,590.0012. Key Issues Papers$6,440.0013. Address Key Issues Summary in Admin Draft Zoning Regs$10,480.00Subtotal of Optional Tasks except “Task 6. Zoning Subcommittee or Task Force”$44,370.00GRAND TOTALWITH OPTIONAL TASKSBudgeted Total Fee$225,000.00 $237,085.0009-06-2016 Presentation, Item 13