HomeMy WebLinkAboutCC 14 GEN'L PLAN PREP 02-04-91'A 1
a � -5�
DATE:
TO:
FROM:
FEBRUARY 41 1991
WILLIAM A. HUSTON, CITY MANAGER
CONSENT CALENDAR NO. i=
2-4-91
Inter - Com
CHRISTINE SHINGLETON, COMMUNITY DEVELOPMENT DEPARTMENT
SUBJECT: AUTHORIZATION FOR CONTRACT SERVICES FOR GENERAL PLAN
PREPARATION
RECOMMENDATION
It is recommended that the City Council approve the attached
Consultant Services Agreement with Cotton-Beland Associates, Inc.
for preparation of Tustin's General Plan Update and Environmental
Impact Report and authorize the City Manager to execute a contract.
BACKGROUND
California State Law requires each City to adopt a comprehensive
General Plan for the physical development of the City and any land
outside its boundaries which bears a relationship to its planning
activities. The Plan must consist of a diagram or diagrams and a
text which sets forth the City's long range goals and objectives,
as well as policies, standards and plan proposals. The General
Plan must include the following seven mandated elements which may
be combined at the discretion of the local jurisdiction:
-- Land Use
-- Circulation
-- Housing
-- Conservation
-- Open Space
-- Noise
-- Seismic Safety and Safety
The real effectiveness of a City's General Plan is contingent upon
the practical applicability of the Plan to changing priorities and
conditions. It is essential to monitor and reevaluate the validity
of Plan policies and amend the Plan from time to time. State Law
permits the Plan to be amended four times annually. It also
recommends that a comprehensive update be made of the Plan at least
every five years.
Since many of Tustin's General Plan Elements were developed and or
amended incrementally and independently of each other during the
early 19701s, there is also concern about the lack of internal
consistency. In addition major reorganization, reformatting, and
statistical information updating is necessary particularly given
i
City Council Report
Authorization for Contract Services
General Plan Preparation
February 4, 1991
Page 2
the changing characteristics and growth of the community over the
last decade. In response to these concerns, the Tustin City
Council authorized a program as part of the 1990-91 budget to
undertake a comprehensive update of the General Plan including
preparation of necessary environmental documentation.
A Request for Qualification (RFQ) for preparation of the General
Plan and Environmental Impact Report was sent to a total of sixty-
six (66) consulting firms who were invited to submit their
qualifications. Responses to the RFQ were received from eight
firms. A Selection Committee comprised of key personnel from the
Community Development, Community Services and Engineering
Departments established a set of selection criteria to be used to
evaluate proposals and then reviewed and ranked each proposal and
ultimately selected the four most qualified firms for additional
oral interviews. The four firms interviewed were as follows:
°Envicom Corporation
°Cotton/Beland Associates
°Michael Brandman Associates
°Lightfoot Planning Group
After the interviews the Selection Committee ranked the firms based
on the principal and subconsultants previous General Plan
preparation experience, completeness of proposal submittal,
proposed action plan, scheduling, favorable responses based on
reference checks and proposed costs relative to the City's
estimated budget limitations.
Recognizing that preparation of a General Plan is a multi-year
endeavor, 1990-91 costs for preparation of the General Plan Update
were budgeted at $100,000 with an additional $2,500 for a new city
base map. As part of the City's three year financial plan, the
remainder of the funding is to be allocated to the 1991-92 budget.
Initial proposed cost estimates among the four firms ranged from
over $200,000 to over $500,000.
Upon conclusion of the oral interviews, reference checks and
ranking the Selection Committee unanimously recommended the firm of
Cotton/Beland Associates (CBA). The firm has gained an excellent
reputation in the area of General Plan preparation and has
completed twenty-five (25) General Plans or Elements for cities
throughout California over the last 5 years. In addition, CBA has
gathered notable subconsultants to assis,� in preparation of the
Community Development Department '
City Council Report
Authorization for Contract Services
General Plan Preparation
February 4, 1991
Page 3
plan. The following subconsultant firms will r
key areas:
-- Austin Foust Associates - Circulatic
-- William Kueblebeck & Associates
Analysis
-- Gast & Hilmer
-- Van Houten &
- Urban Design
Associates - Noise
Two of the firms Austin -Foust and Van Houten are presently under
contract with the City of Tustin.
The General Plan and EIR project is expected to be completed and
approved by the City within 18 months from award of contract. A
public participation program will include a Citywide Community
Attitude Survey, Community "Open House" Workshop, Planning
Commission workshops, joint Commission/Council study sessions and
public hearings before the Planning Commission and City Council
meetings. The public participation program will guarantee various
methods of securing public contact and input into the General Plan
preparation. The General Plan document will also include a Growth
Management Plan mandated by Measure M which Orange County voters
approved in November 1990.
A proposed consultant services agreement is attached. The project
budget amount is $262,700 with optional tasks equalling an
additional $12,000. Optional tasks include the preparation of two
Executive Summaries for $4,000 and $8,000 for an economic analysis
which would project land use absorption potential and development
strategy for Old Town. If the Old Town economic analysis is
desired, it would be funded under the Town Center Redevelopment
Agency budget and would not be a General Fund expenditure.
The City Attorney has reviewed the attached contract documents.
Christine A. Shingl on
Director of Community Development
CAS:kbc\gnpincon.cas
Community Development Department
CONSULTANT
SERVICES AGREEMENT
THIS AGREEMENT FOR CONTRACT SERVICES (herein "Agreement"), is
made and entered into by and between the CITY OF TUSTIN (herein
"City"), a municipal corporation and Cotton/Beland/Associates, Inc.
(herein "Consultant").
WHEREAS, Consultant is qualified to provide the necessary
services and has agreed to provide such services; and
WHEREAS, Consultant has submitted to City a proposal, dated
December 28, 1990, a copy of which is attached hereto as Exhibit
"A", and is by this reference incorporated herein as though set
forth in full hereat (hereinafter referred to as the "Proposal").
NOW, THEREFORE, in consideration of the promises and mutual
benefits which will result to the parties in carrying out the terms
of this Agreement, City agrees to employ and does hereby employ
Consultant to provide consulting services as follows:
1.0 SERVICES OF CONSULTANT
1.1 Scope of Services. In compliance with all terms and
conditions of this Agreement, the Consultant shall provide
those services specified
in the "Proposal" and "Scope of
Services"
attached hereto
as Exhibit "A" and
incorporated
herein by
this reference,
which services may be
referred to
herein by
this reference,
which services may be
referred to
herein as
the "services"
or "work" hereunder.
Consultant
warrants that all services
will be performed in
a competent,
professional and satisfactory manner in accordance with the
standards prevalent in the industry.
1.2 Consultant's Proposal. The Scope of Services shall
include the Consultant's proposal or bid which shall be
incorporated herein as "Exhibit All as though fully set forth
herein. In the event of any inconsistency between the terms
of such proposal and this Agreement, the terms of this
Agreement shall govern.
1.3 Compliance with Law. All services rendered hereunder
shall be provided in accordance with all ordinances,
resolutions, statutes, rules, and regulations of the City of
Tustin and any Federal, State or local governmental agency of
competent jurisdiction.
1.4 Licenses and Permits. Consultant shall obtain at its
sole cost and expense such licenses, permits and approvals as
may be required by law for the performance of the services
required by this Agreement.
1.5 Familiarity with Work. By executing this Contract,
Consultant warrants that (a) he has thoroughly investigated
and considered the work to be performed, (b) he has
investigated the site of the work and fully acquainted himself
with the conditions there existing, (c) he has carefully
considered how the work should be performed, and (d) he fully
understands the facilities, difficulties and restrictions
attending performance of the work under this Agreement.
Should the Consultant discover any latent or unknown
conditions materially differing from those inherent in the
work or as represented by the City, he shall immediately
inform City of such fact and shall not proceed except at
Consultant's risk until written instructions are received from
the Contract Officer.
1.6 Care of Work. The Consultant shall adopt reasonable
methods during the life of the Agreement, materials, papers
and other components thereof to prevent losses of damages, and
shall be responsible for all such damages, to persons or
property, until acceptance of the work by City, except such
losses or damages as may be caused by City's own negligence.
1.7 Additional Services. In accordance with the terms and
conditions of this Agreement, the Consultant shall perform
services in addition to those specified in the Scope of
Services (Exhibit "A") when directed to do so by the Contract
Officer, provided that Consultant shall not be required to
perform any additional services without compensation. Any
addition in compensation not exceeding ten percent (100) of
the Contract sum may be approved by the Contract Officer. Any
greater increase must be approved by the City Manager.
1.8 Special Requirements. Additional terms and conditions
of this Agreement, if any, which are made a part hereof are
set forth in the "Special Requirements" attached hereto as
Exhibit "B" and incorporated herein by this reference. In the
3
event of a conflict between the provisions of Exhibit "B" and
any other provision of this Agreement, the provisions of
Exhibit "B" shall govern.
2.0 COMPENSATION
2.1 For the services rendered pursuant to this Agreement, the
Consultant shall be compensated the maximum contract amount of
$262,700 (herein "Contract Sum") or $274,700 in the event the
City elects to request completion of optional tasks noted in
Exhibit A. The method of compensation may include a lump sum
payment upon completion or payment in accordance with the
percentage of completion of the services or payment for time
and materials based upon the Consultant's rates, as specified
in Exhibit "C", but not exceeding the Contract Sum or other
methods as may be specified in Schedule of Compensation
(Exhibit "C"). Compensation may include reimbursement for
actual and necessary expense, telephone expense, premiums for
bonds and insurance, and similar costs and expenses.
2.2 Method of Payment. Any month in which Consultant wishes
to receive payment, no later than the first (1st) working day
of such month, consultant shall submit to the City in the form
approved by the City's Director of Finance, an invoice for
services rendered prior to the date of the invoice. City will
pay Consultant for all expenses stated thereon which are
approved by City pursuant to this Agreement no later than the
last working day of said month.
2.3 Changes. In the event of a change in the scope of work
provided for in the Proposal and this Agreement, requested by
4
City, the parties hereto shall execute an addendum to this
Agreement, setting forth with particularity all terms of the
new Agreement, including but not limited to any additional
Consultant's fees. Change orders may include, but not limited
to, the following:
A. Revisions or modifications to documents or
specifications when such revisions or modification are
inconsistent with approvals or instructions previously
given or are required by the enactment or revision of
codes or laws by governmental agencies having
jurisdiction over the project subsequent to the
preparation of such documents, drawing or specifications;
B. Providing services not otherwise included in this
Agreement or not customarily furnished in accordance with
generally accepted practice of Urban Planning.
2.4 Change orders shall be compensated at those personnel
hourly rates (where applicable, rates apply to.travel time)
shown in Exhibit C, Cotton/Beland Standard Fee Schedule.
2.5 Statement of Costs. Pursuant to the provisions of
California Government Section 7550, the total amount expended
by City relating to the preparation of the report and
documents prescribed herein shall be set forth within the
final edition thereof, in a separate section, in a statement
substantially as follows:
5
"Pursuant to California Government Code Section 7550 the
City of Tustin expended the total amount of $274,700
for the preparation of this report and/or documents."
3.0 PERFORMANCE SCHEDULE
3.1 Time of Essence. Time is of the essence in the
performance of this Agreement.
3.2 Schedule of Performance. All services rendered pursuant
to this Agreement shall be performed within the time period
established in the Proposal attached hereto as Exhibit "A" and
incorporated herein by this reference. Extension to the time
period specified in the Schedule of Performance may be
approved in writing by the Contract Officer.
3.3 Force Maieure. Services rendered to this Agreement shall
be extended because of any delays due to unforeseeable causes
beyond the control and without the fault or negligence of the
Consultant, including, but not restricted to, acts of God or
of the public enemy, acts of the Government, fires,
earthquakes, floods, epidemic, quarantine restrictions, riots,
strikes, freight embargoes, acts of any governmental agency,
and unusually severe weather if the Consultant shall within
ten (10) days of the commencement of such delay notify the
Contracting Officer shall ascertain the facts and the extent
of delay, and extend the time for performing the services for
the period of the enforced delay when and if in his judgement
such delay is justified, and the Contracting Officer's
0
Consultant Services Agreement
Page 7
determination shall be final and conclusive upon the parties
to this Agreement.
3.4 Term. Unless earlier terminated in accordance with
Section 7.5 of this Agreement, this Agreement shall continue
in full force and effect until completion of the services but
not exceeding
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4.0 COORDINATION OF WORK
4.1 Representative of Consultant. The following principal of
the Consultant is hereby designated as being the principal and
representative of Consultant authorized to act in its behalf
with respect to the work specified herein and make all
decisions in connection therewith:
Donald A. Cotton
It is expressly understood that the experience, knowledge,
capability and reputation of the foregoing principal was a
substantial inducement for City to enter into this Agreement.
Therefore, the foregoing principal shall be responsible during
the term of this Agreement for directing all activities of
Consultant and devoting sufficient time to personally
supervise the services hereunder. The foregoing principal may
not be changed by Consultant without the express written
approval of City.
4.2 Contract Officer. The Contract Officer shall be
Christine shingleton, Director of Community Development or as
designated by the City Manager of City. It shall be the
Consultant Services Agreement
Page 8
Consultant's responsibility to assure that the Contract
officer is kept informed of the progress of the performance of
the services and the consultant shall refer any decisions
which must be made by City to the Contract Officer. Unless
otherwise specified herein, any approval of City required
hereunder shall mean the approval of the Contract officer.
4.3 Prohibition Against Subcontracting or Assignment. The
experience, knowledge, capability and reputation of
Consultant, its principals and employees were a substantial
inducement for the City to enter into this Agreement.
The ore, Consultant shall not contract with any o entity
toerform in ole or in part the servi required hereunder
p _,,w�"`�
without the express �rr'tte pproval of the City. In
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addition, neither s Agreement'no-r any interest herein may
untari operation of
be ass or transferred, vol y ��Y p
law, without the prior written approval of City.
4.4 Independent Consultant. Neither the City nor any of its
employees shall have any control over the manner, mode or
means by which Consultant, its agents or employees, perform
the services required herein, except as otherwise set forth.
Consultant shall perform all services required herein, except
as otherwise set forth. Consultant shall perform all services
required herein as an independent consultant of City and shall
remain at all times as to City a wholly independent consultant
with only such obligations as are consistent with that role.
Consultant shall not at any time or in any manner represent
that it or any of its agents or employees are agents or
employees of City.
5.0 INSURANCE INDEMNIFICATION AND BONDS
5.1 Insurance. The Consultant shall procure and maintain,
at its cost, and submit concurrently with its execution of
this Agreement, public liability and property damage insurance
against all claims for injuries against persons or damages to
property resulting from Consultant's performance under this
Agreement. Consultant shall also carry Workers' Compensation
Insurance in accordance with State Workers' Compensation laws.
Such insurance shall be kept in effect during the term of this
Agreement and shall not be cancelable without thirty (30)
days' written notice of proposed cancellation to City. A
certificate evidencing the foregoing and naming the City as an
additional insured shall be delivered to and approved by the
City prior to commencement of the services hereunder. The
procuring of such insurance and the delivery of policies or
certificates evidencing the same shall not be construed as a
limitation of Consultant's obligation to indemnify the City,
its consultants or employees. The amount of insurance
required hereunder shall include comprehensive general
liability, personal injury and automobile liability with
limits of at least $1,000,000 combined single limit per
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Consultant Services Agreement
Page 10
I � f' ' ,1
occurrence and profes <alliability coverage with limits of
at least $500,000 combined single limit per occurrence.
5.2 Indemnification. The Consultant shall defend,
indemnify and hold harmless the City, its officers and
employees, from and against any and all actions, suits,
proceedings, claims, demands, losses, costs, and expenses,
including legal costs and attorney's fees, for injury to or
death of person (s) , for damage to property ( including property
owned by the City) and for errors and omissions committed by
Consultant, its officers, employees and agents, arising out of
or related to Consultant's performance under this Agreement,
except for such loss as may be caused by City's own negligence
or that of its officers or employees.
6.0 RECORDS AND REPORTS
6.1 Reports. Consultant shall periodically prepare and
submit to the Contract Officer such reports concerning the
performance of the services required by this Agreement as the
Contract Officer shall require.
6.2 Records. Consultant shall keep such books and records as
shall be necessary to perform the services required by this
Agreement and enable the Contract Officer to evaluate the
performance of such services. The Contract officer shall have
full and free access to such books and records at all
reasonable times, including the right to inspect, copy, audit
and make records and transcripts from such records.
6.3 Ownership of Documents. All drawings, specifications,
reports, records, documents and other materials prepared by
Consultant in the performance of this Agreement shall be the
property of City and shall be delivered to City upon request
of the Contract Officer or upon the termination of this
Agreement, and Consultant shall have no claim for further
employment or additional compensation as a result of the
exercise by City of its full rights of ownership of the
documents and materials hereunder. Consultant may retain
copies of such documents for its own use. It shall have an
unrestricted right to use the concept of embodied therein.
6.4 Release of Documents. All drawings, specifications,
reports, records, documents and other materials prepared by
Consultant in the performance of services under this Agreement
shall not be released publicly without the prior written
approval of the Contract Officer.
7.0 ENFORCEMENT OF AGREEMENT
7.1 California Law. This Agreement shall be construed and
interpreted both as to validity and to performance of the
parties in accordance with the laws of the State of
California. Legal actions concerning any dispute, claim or
matter arising out of or in relation to this Agreement shall
be instituted in the Superior Court of the County of Los
Angeles, State of California, or any other appropriate court
in such county, and Consultant covenants and agrees to submit
11
to the personal jurisdiction of such court in the event of
such action.
7.2 Disputes. In the event of any dispute arising under this
Agreement, the injured party shall notify the injuring party
in writing of its contentions by submitting a claim therefore.
The injured party shall continue performing its obligation
hereunder so long as the injuring party cures any default
within ninety ( 90 ) days after service of the notice, or if the
cure of the default is commenced within thirty ( 3 0 ) days after
service of said notice and is cured within a reasonable time
after commencement; provided that if the default is an
immediate danger to the health, safety and general welfare,
the City may take immediate action under Section 7.5.
Compliance with the provisions of this Section shall be a
condition precedent to any legal action, and such compliance
shall not be a waiver of any party's right to take legal
action in the event that the dispute is not cured.
7.3 Waiver. No delay or omission in the exercise of any
right or remedy of a nondefaulting party on any default shall
impair such right or remedy or be construed as a waiver.
City's consent or approval shall not be deemed to waive or
render unnecessary City's consent to or approval of any
subsequent act of Consultant. Any waiver by either party of
any default must be in writing and shall not be a waiver of
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Consultant Services Agreement
Page 13
any other default concerning the same or any other provision
of this Agreement.
7.4 Right and Remedies are Cumulative. Except with respect
to rights and remedies expressly declared to be exclusive in
this Agreement, the rights and remedies of the parties are
cumulative and the exercise by either party of one or more of
such rights or remedies shall not preclude the exercise by it,
at the same or different times, of any other rights or
remedies for the same default or any other default by the
other party.
7.5 Legal Action. In addition to any other rights or
remedies, either party may take legal action, in law or in
equity, to cure, correct or remedy any default, to recover
damages for any default, to compel specific performance of
this Agreement, to obtain injunctive relief, or to obtain any
other remedy consistent with the purposes of this Agreement.
7.6uidated Damages. Since the determination of actual
�i�a g
damages for ainy delay in performance of this Agreement would
be extremely difficult_, _ or impractical to determine lzv-tlie
event of a breach of this Agreement, the Conskrrtant and its
sureties shall be liable for and sha �to the City the sum
of $0.00 as liquidated da es for each working -,day of delay
in the perform�bfany liquidated damages for each working
day of delay in the performance of any service required
reunder. The City ray withhold from any monies payable on
Consultant Services Agreement
Page 14
account of services performed by the Consultant any accrued
liquidated damages.
7.7 Termination Prior to Expiration of Term. The City
reserves the right to terminate this Agreement at any time,
with or without cause, upon thirty (30) days' written notice
to Consultant, except that where termination is due to the
fault of the Consultant and constitutes an immediate danger to
health, safety and general welfare, the period of notice shall
be such shorter time as may be appropriate. Upon receipt of
the notice of termination, Consultant shall immediately cease
all services hereunder except such as may be specifically
approved by the Contract Officer. Consultant shall be
entitled to compensation for all services rendered prior to
receipt of the notice of termination and for any services
authorized by the Contract Officer thereafter.
7.8 Termina 'on for Default of Consultant. If termi-nation is
due to the fa ure of the Consultant:\- fulfill its
obligationAgreement, under this A reement, City may take over the work;-
, g
to om Ietion b
and prosecute the same _ p y contract or otherwise,
and the Consultant ,shall be liable to the extent that the
total cos p k\ces required hereunder
t fo-r-'com letion of the sere-'
exceeds -the compensation herein stipulate provided that the
City shall use reasonable efforts to mitigate Bch damages),
and City may withhold any payments to the Consultant for the
purpose of setoff or partial payment of the amounts owed the
City as previously stated.
7.9 Attorney's Fees. If either party commences an action
against the other party arising out of or in connection with
this Agreement, the prevailing party shall be entitled to
recover reasonable attorneys' fees and costs of suit from the
losing party.
8.0 CITY OFFICERS AND EMPLOYEES; NON DISCRIMINATION
8.1 Non -liability of City Officers and Employees. No officer
employee of the City shall be personally liable to the
Consultant, or any successor in interest, in the event of any
default or breach by the City or for any amount which may
become due to the Consultant or its successor, or for breach
of any obligation of the terms of this Agreement.
8.2 Covenant against Discrimination. Consultant covenants
that, by and for itself, its heirs, executors, assigns, and
all persons claiming under or through them,. that there shall
be no discrimination against or segregation of, any person or
group of persons on account of race, color, creed, religion,
sex, marital status, national origin, or ancestry in the
performance of this Agreement. Consultant shall take
affirmative action to insure the applicants are employed and
that employees are treated during employment without regard to
their race, color, creed, religion, sex, marital status,
national origin, or ancestry.
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9.0 MISCELLANEOUS PROVISIONS
9.1 Notice. Any notice, demand, request, consent, approval,
communication either party desires or is required to give to
the other party or any other person shall be in writing and
either served personally or sent by pre -paid, first-class mail
to the address set forth below. Either party may change its
address by notifying the other party of the change of address
in writing. Notice shall be deemed communicated in forty-
eight (48) hours form the time of mailing if mailed as
provided in this Section.
To City: CITY OF TUSTIN
300 Centennial Way
Tustin, CA 92680
Attention: Contract Officer
Christine Shingleton
Director of Community Development
To Consultant: COTTON, BELAND & ASSOCIATES
1028 N. Lake Avenue #107
Pasadena, California 91104
9.2 Integrated Agreement. This Agreement contains all of
the agreements of the parties and cannot be amended or
modified except by written agreement.
9.3 Amendment. This Agreement may be amended at any time
by the mutual consent of the parties by an instrument in
writing.
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9.4 Severability. In the event that any one or more of the
phrases, sentences, clauses, paragraphs, or sections contained
in this Agreement shall be declared invalid or unenforceable
by valid judgment or decree of a court of competent
jurisdiction, such invalidity or unenforceability shall not
affect any of the remaining phrases, sentences, clauses,
paragraphs, or sections of this Agreement which shall be
interpreted to carry out the intent of the parties hereunder.
9.5 Corporate Authority. The persons executing this
Agreement on behalf of the parties hereto warrant that they
are duly authorized to execute this Agreement on behalf of
said parties and that by so executing this Agreement the
parties hereto are formally bound to the provisions of this
Agreement.
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Consultant Services Agreement
Page 18
IN WITNESS WHEREOF the parties have executed this Agreement as of
the dates stated below.
CITY OF TUSTIN:
DATED:
Christine Shingleton
Director of Community Development
CONSULTANT:
DATED:
Donald A. Cotton
Cotton, Beland & Associates
APPROVED S FORM:
J s G. Rourke
City Attorney
CJ:kf/contract
EXHIBIT "B"
SPECIAL REQUIREMENTS
1. Pursuant to Section 3.4, the term of this Agreement is
identified in Exhibit A, Scope of Services.
2. Pursuant to Section 4.2 of this Agreement, Christine
Shingleton is designated as Contract Officer.
3. Pursuant to Section 4.3, Consultant is hereby authorized to
subcontract consistent with the Consultants Proposal with the
following firms:
Economic Analysis - Williams-Kueblebeck
Urban Design - Gastand Hilmer
Noise - Van Houten and Associates
Traffic/Circulation - Austin Foust
4. The professional liability insurance coverage as required in
Section 5.1 is hereby waived.
5. The liquidated damage provisions of Section 7.6 is hereby
waived.
6. That Section 7.8 shall be revised to read:
7.8 Termination for Default of Consultant. If termination is
due to the failure of the Consultant to fulfill its
obligations under this Agreement, City shall have such right
to damages as it may be entitled to by law in addition to its
right to terminate the contract.
EXHIBIT "C"
SCHEDULE OF COMPENSATION
1. See attached proposal included in Exhibit A and incorporated
herein by reference as hereby amended.
a. The City retains the authority to request preparation of
Optional Tasks.
2. The method of compensation shall be based on time and
materials.
a. All requests for payment shall be based on time and
materials specifically devoted to and related to one or
more portions of the 14 tasks identified in the work
program (Exhibit A). In submitting bills, the Consultant
shall identify which tasks he is billing against, the
original budgeted amount for that task, amount billed to
date and percentage of completion. The consultant may
bill up to the maximum individual task/component amount
less 10% until final adoption of the plan.
b. Optional tasks may be billed up to the maximum task
amount less 10% until final acceptance of these work
products by the City.
Task
1.0 Background Analysis
2.0 Issues Identification
- Community Attitude Survey
3.0 Land Use Element
Technical Memorandum
Land Use Classifications/
Goals and Policies Memorandum
Land Use/Circulation
Alternatives Memorandum
4.0 Circulation Element
- Technical Memorandum
- Goals and Policies Memorandum
5.0 Housing Element
- Assisted Units Analysis(a)
6.0 Open Space/Conservation/Recreation
Element
- Technical Memorandum
- Goals and Policies Memorandum
7.0 Noise Element
- Technical Memorandum
Goals and Policies Memorandum
8.0 Safety Element
- Technical Memorandum
- Goals and Policies Memorandum
9.0 Market/Economic Analysis
- Optional Old Town Analysis
10.0 Urban Design Plan
11.0 Growth Management Element
12.0 CEQA Compliance
13.0 Workshops/Open House
- 1 Community Workshop
- 3 Planning Commission Workshops
- 2 Planning Commission/City Council
Joint Workshop
1 Public Open House
1 Parks and Recreation Commission
Workshop
Optional Executive Summary
14.0 General Plan Public Hearings
2 Planning Commission Hearings
2 City Council Hearings
Revisions To Draft Plan (b}
50 copies Final General Plan
Optional Executive Summary
CITY OF TUSTIN GENERAL PLAN UPDATE
PROJECT BUDGET
Austin- Williams Gastand Van
Foust Kueblebeck Hiimer Houten
CBA Assoc Assoc AIA Assoc
$18,500
$10,000
$31,000
$5,300 $26,500
$19,060
(S 5,000)
$16,500
$3,100
$9,000
$3,800 $18,940
$4,000
$8,000
$29,000
$10,500
$ 1,400
$ 1,400
$ 5,000
$ 4,200
$2,000
$20,000
$15,500
Optional
Total Tasks
$18,500
$10,000
$31,000
$31,800
$19,060
$16,500
$18,600
I
$9,000
$22,740
($6,000)
$24.000
$10,000
$29,000
$10,500
($2,200)
$12,0000
TOTAL $179,760 $28,500 518,940 $20,000 $15,500 $262,700 (512,000)
Adoption of General Plan (c)
(a) Based on preliminary guidelines provided by HCO, we have estimated the work effort involved in analyzingg and developing
a program to preserve assisted housing in tustin to cost approximately 55,000. This cost is reflected ir, the total
$19,060 budget for the Housing Element. if however, the actual work effort to complete this task is more involved than
anticipated, extra costs will be billed on a reimbursable basis, subject to authorization of the City.
(b) Estimated costs for revisions to the Draft General Plan do not include Costs associated with majorolicy changes by
decisionmakers during the public hearing process. The costs for revisions attributable to major pJ icy changes are tht
responsibility of the city.
ur
(c) Additlitrl public hearings and resulting noodification of work products Shall be billed based on consultant costs.
37
STANDARD FEE SCHEDULE
Cot ton/Beland/Assoclates, Inc.
For services provided where reimbursement is to be on an hourly basis,
the following rates are used:
Senior Principal $115.00 per hour
Principal $105.00 per hour
Senior Associate, Principal Planner $80.00 - $100.00
or Environmentalist per hour
Planner or Environmentalist $60.00 - $80.00
per hour
Assistant Planner, Environmentalist, $45.00 - $60.00
Computer Technician per hour
Graphics Technician $30.00 - $45.00
per hour
Word Processing Technician $35.00 - $40.00
per hour
Non -Technical Slipport Person $30.00 per hour
Printing and copy work, per diem, long distance telephone and similar costs
are invoiced at 1.15 times our cost. Subcontract costs are invoiced at 1.20
times the actual subcontract cost. Mileage charges are $.30 per mile,
subject to energy surcharge.
Hourly rates for attendance at public hearings and meetings are as
specified above if the hearing is between the hours of 8:00 a.m. and 10:00
p.m. Rates for the period 1o:oo p.m. to midnight are 1.5 times the above
rates. Rates for time after midnight are 2.0 times the above rates.
This schedule is effective through July 1, 1991. Ut-x))
II -91
WORK PROGRAM
The work program is designed to produce 1) an updated General Plan containing
all required elements and certain optional items, and 2) an Environmental
Impact Report. The program involves the use of computerized lane use software
developed by Cotton/Beland/Associates, Inc. (CBA).
CBA will s%rve as the prime consultant and project manager on the Tustin
General Plan program, with the following subconsultant firms providing expertise
in key areas:
• Austin -Foust Associates - Circulation Element (Task 4.0)
• Williams Kueblebeck & Associates - Market/Economic
Analysis (Task 9.0)
• Gast and Hilmer, AIA - Urban Design Plan and Guidelines
(Task 10.0)
• Van Houten & Associates - Noise Element (Task 7.0)
The program is divided into fourteen basic tasks generally proceeding in
sequence, although several of the General Plan tasks will be completed
concurrently. The tasks, the methodology to be used, and the products to be
produced in each task are described on the following pages.
/23/9'
TASK 1.0 BACKGROUND ANALYSIS
Work Program - Task 1.0
The primary focus of this task will be to gather background information which
provides a detailed inventory of the physical and environmental characteristics of
Tustin and its sphere of influence. This background information will serve as the
database for preparing the Technical Memoranda for each of the General Plan
elements, in addition to providing information for the environmental setting
portion of the General Plan EIR.
Subtask 1.1: Review of City Data
V
While CBA has conducted a preliminary review of planing documentation
provided by City staff, this task involves a more thorough review of all existing
planning documents, maps and aerials to assure maximum utilization of existing
data. CBA will purchase existing aerials of the planning area at a V= 400' scale
upon receiving City approval of the actual cost to be billed separately from
program costs.
Subtask 1.2: Analysis of Existing Background and Environmental
Documentation
The CBA team will evaluate background and environmental documentation
provided in Subtask 1.2 to determine topic areas in which data needs to be
generated and/or updated. A meeting will be held with City staff to discuss any
data deficiencies.
Subtask 1.3: Field Surveys
CBA will conduct field surveys supplemented with other research to identify local
geology, as well as existing conditions related to infrastructure, public services,
ambient noise, air quality, land use, and historic resources.
Subtask 1.4: Preparatien of Base Maps
City staff will provide CBA with an up-to-date parcel -specific base map of the
planning area. CBA will use this map to prepare the base map for General Plan
presentation scale and report scale graphics. The CBA graphics technician will
work closely with both C13A project planners and City staff to determine
appropriate scales needed for future reproduction.
Subtask 1.5: Preparation of Data Maps
Much of the mapped data contained in the City's existing General Plan can be
updated and depicted on the General Plan Base Maps. Additional maps, such as
maps depicting environmental constraints, and underutilized land, will need to be
generated based on data collected in Subtask 1.3.
Subtask 1.6: Data Entry to Computer
The land use inventory data and other mapped data will be digitized and
computer entered using CBA's computerized land use program. This data will be
printed out both in mapped and statistical form.
Subtask 1.7: Organization of General Plan Documents
A memorandum will be prepared which describes the organization of the
General Plan documents. This memorandum will identify the organization of the
General Plan Elements, technical memoranda, and Environmental Impact
Report. The documents will be organized for the City's Project Team for
insertion in three-ring binders provided by CBA which will serve as project
notebooks.
Methodology (Section 1.0)
Data/Plan Development
- Review of existing documents, maps, land use data, and database material
available from City and other special districts (General Plan, EIRs, special
studies and other documents).
- Land use and environmental field surveys to determine existing conditions.
- Preparation of Base Maps (presentation and report scales).
- Digitized input of data and updated information to computer fol
assimilation and storage.
- Prepare memorandum describing organization of General Plan documents.
- Prepare and provide project notebooks.
- City staff reviews completed preliminary and final products listed below.
Products/Activities (Section 1.0)
- Project notebooks (25 three-ring binders)
Maps
- Land use and environmental field survey working maps.
- Base maps (presentation and report scales)
- Statistical and graphic computer print out of existing land use and
sensitive and constrained areas overlays.
3
Meetings (Section 1.0)
- Initial program start-up meeting with consultant team and City staff (1).
- Consultant meets with City staff following preliminary products review (1).
4
TASK 2.0 ISSUES IDENTIFICATIOi\i
Work Program - Task 2.0
This component of the work program involves the identification of issues which
need to be considered in the General Plan. The consultant team will work
closely with and rely on City staff to assist in the identification of planning issues
to be considered in the General Plan. CBA will prepare a Community Attitude
Survey to assess planning concerns and priorities within the community.
Subtask 2.1: Preliminary Issues Identification
Current planning issues are identified throuVh an analysis of the work completed
in previous tasks including the background data gathering, memoranda, mapping,
and interviews. Preliminary indications reveal that among those issues of concern
in Tustin are development compatibility, urban design standards, citywide traffic
congestion, strip commercial development, and development in potential
annexation areas. Additional local and regional issues will be identified based on
workshops conducted with the Council and Commission, input from City staff,
and the Community Attitude Survey.
Subtask 2.2: Identification of Constraints and Opportunities
Opportunities and constraints that need to be considered in current and advance
planning are identified in this task. Areas that are not adequately served by
infrastructure or require additional public facilities or services are identified, as
well as natural constraints including areas subject to landslides, periodic flooding;
varying hillside topography, or areas of environmental significance. A
presentation -scale map documenting the constraints to development will be
prepared by CBA, for use in community meetings and display at City Hall.
Subtask 2.3: Community Attitude Survey
A City-wide Corimunity Attitude Survey will serve to establish a "community
profile" for Tustin, providing a comprehensive assessment of community attitudes
and concerns. The result of the questionnaire will help to direct the consultant
team in terms of the relative importance of issues to be considered in the
General Plan. The questionnaire will be mailed to City residents through the
City's quarterly ncwslctter; the City shall be responsible for return postage on the
survey. C13A will be responsible for developing the survey questionnaire
consisting of approximately 20 closed-end questions, and for tabulating and
evaluating the survey results. Results of the survey will be expressed in
percentages, measures of central tendency (such as averages) or other non-
complex expressions. The City will be responsible for all reproduction casts.
5
Subtask 2.4 Community Workshop
Consultant team and City staff will conduct a single community workshop
providing an overview of the General Plan Update program and process,
describing issues identified during the early stages of the program and the
results of the Community Attitude Survey. A simple workshop questionnaire
designed to identify remaining issues and preliminary goals will be distributed at
the workshop. This workshop will also serve as a scoping meeting for the
environmental review process.
Methodology (Section 2.0)
- Analyze background and environmental data to identify constraints and
opportunities and develop listing of probable issue areas.
- Develop Community Attitude Survey and evaluate results.
- Discuss identified planning issues with staff, and request input on any
additional issue areas.
- City staff reviews preliminary and final products listed below.
Products/Activities (Section 2.0)
- Presentation -scale and report -scale maps depicting opportunities and
constraints.
- Community Attitude Survey -results (3 screen copies/25 final copies).
- Issues Inventory for inclusion in General Plan report (3 screen copies/25
final copies, 1 reproducible final copy).
Meetings (Section 2.0)
- Consultant meets with City staff to review identified planning issues (1)..
- Consultant team conducts Community Workshop (1).
0
TASK 3.0 LAND USE ELEMENT
Work Program - Task 3.0
The City's existing Land Use Element was developed in 1973 and needs to be.
updated due to actual changes in land use, changes in zoning that may have
resulted in inconsistencies, and changes in stated land use policies. Residential
density standards (dwelling units/acre) and intensity standards for
commercial/industrial uses (FAR, lot coverage) will need to be developed. The
existing Land Use Element will also need to be updated in terms of identifying
potential environmental and economic constraints to development, and projecting
future patterns of development.
Subtask 3.1: Background Analysis for the Land Use Element
CBA will assist City staff in identifying land use designations for use in preparing
the existing land use inventory map. City staff will provide CBA with a mapped
parcel specific existing land use inventory of the planning area for use in
developing the Land Use Element. Residential development trends will be
identified using plans for proposed projects and other sources of information.
Vacant and underutilized properties and areas subject to future development
pressures will be identified for future consideration in developing the Land Use
Plan.
Subtask 3.2: Land Use Element Technical Memorandum
The Land Use Element Technical Memorandum summarizes the results of the
land use data analysis and identification of issues conducted in earlier tasks. the
Report includes maps of the location and extent of existing land uses in the
planning area, quantification of the acreage devoted to different land use sectors,
and discussion of the character and nature of these uses in the planning area. In
addition to identifying existing land use conditions, historical and projected
patterns of development will be described, and potential environmental and
economic constraints to such development are identified. The Technical
Memorandum will conclude with a summary of identified issues for consideration
in the Land Use Element.
Subtask 3.3: Goals and Policies Identification
CI3A will review goals and policies contained in the existing Tustin Land Use
Element and will recommend changes required to reflect current City policies.
Existing planning programs will also be evaluated in terms of their effectiveness.
CBA will provide staff with a Memorandum containing preliminary goals and
policies for the Land Use and all other elements. Urban design policies,
7
including development standards for the City's commercial districts will be
integrated within the policies for land use. Recommended General Plan land use
classifications will be developed, including residential density and
commercial/industrial intensity standards as part of the Land Use Element
policies. A Planning Commission workshop will be conducted to review the
goals/policies, land use classifications, and the land use policy alternatives
described in Subtask 3.4 below.
Subtask 3A Land Use Policy Alternatives
This component of the work program involves the preparation of land use policy
alternatives, using computerized land use modeling, to be evaluated for ultimate
revision of the Land Use Policy Map. The land use alternatives in this analysis
will include a "status quo" alternative and two others to be developed in response
to the opportunities, constraints, and issues identified in previous tasks. Doing so
will fulfill the requirements of CEQA. A general assessment of potential
environmental impacts resulting from each alternative land use scenario will be
conducted and provided to City staff in the form of a Memorandum. We have
included in our scope of work one Planning Commission Workshop as described
in Subtask 3.3 and one Planning Commission/City Council joint study session for
review of the three land use alternatives and refinement/selection of a preferred
Land Use and Circulation Plan. This refinement/selection of a preferred Land
Use and Circulation Plan culminates with an authorization to proceed with
preparation of the Draft General Plan.
Subtask 3.5: Identification of Zoning Inconsistencies
Inconsistencies between existing zoning of properties/areas and the preferred
Land Use Plan will be identified as a means of understanding the implications of
the preferred plan for future rezoning.
Subtask 3.6: Preparation of Draft Land Use Element
The Draft Land Use Element is the combination of all work tasks completed to
date. The content and scope of the Land Use Element will conform to both
State and City requirements, and includes the Land Use Policy Map. Issue areas,
and goals and policies addressing these issues, will be refined based on
community, staff, Council and Planning Commission input gained in Task 2.0.
Among other issues, the Land Use Element will address integrated wase
management requirements and will provide policy direction regarding
implementation. Implementing programs will be described within the element,
and a separate Implementation Program will be prepared identifying the timing
for implementation, the agency responsible for implementation, and the scope of
implementation (City-wide or specific to a particular subarea).
H
Nlethodology (Section 3.0)
- Interviews and meetings with City Staff and others.
- Review of existing land use survey data.
- Analysis of existing residential densities and commercial/industrial
development intensities.
- Review of existing Land Use Element.
- Develop preliminary Land Use Element goals and policies, including land
use classifications, density and intensity standards.
- Computerized quantification of base land use data and resource and
constraints information.
- Overlay mapping of constraints to identify land use suitability for
development of alternative land use scenarios.
- Preparation of Land Use Policy Alternatives.
- Identification and preparation of a "preferred" Land Use Plan and
Circulation Plan.
- Preparation of a Draft Land Use Element.
Products/Activities (Section 3.0)
- Preliminary Go -,-Js and Policies Memorandum, including Recommended
Land Use Classifications (3 screen copies/25 final copies/1 reproducible
final copy).
- Land Use Element Technical Memorandum (3 screen copies/25 final
copies/ 1 reproducible final copy).
- Land Use Alternatives Memorandum (3 screen copies/25 final copies/
1 reproducible final copy).
- Land Use Policy Alternatives Maps (3 screen copies/25 final copies/1
reproducible final copy).
- Draft Land Use Element with "Preferred" Land Use Map (5 screen
copies/25 final copies/ 1 reproducible final copy).
N'leetings (Section 3.0)
- One Planning Commission workshop to review preliminary goals and
policies, land use classifications, and land use alternatives (1).
- One meeting with City staff to review land use alternatives (1).
- One Planning Commission/City Council joint study session on land use
alternatives and selection of preferred Land Use Plan (l).
0
TASK 4.0 CIRCULATION ELEMENT
Work Program - Task 4.0
Work effort will be focused on updating base information in the Circulation
Element such as traffic volumes, levels of service, etc., and reviewing existing
standards, goals, and policies related to circulation. Forecasts of traffi;.
generation based on the proposed land use and externally -generated trips will
provide the basis for. confirming the adequacy of the circulation plan with
adequate capacity to accommodate projected traffic.
Subtask 4.1: Background Analysis for Circulation Element Update
Traffic count data, as well as information on street right-of-way, intersection
configuration, etc., will be supplied by the City. Austin -Foust will review existing
plans and conduct interviews with staff and department heads to identify any
problems on existing roadway segments. �ny proposed Capital Improvements
will be reviewed. Interviews with law enforcement personnel responsible for
traffic control will be conducted to establish areas of needed improvement.
Austin -Foust will also provide examples of circulation performance criteria for
consideration by City staff.
Subtask 4.2: Circulation Element Technical Memorandum
The Circulation Element Update Technical Memorandum updates the City's
circulation database to identify current characteristics such as roadway facility
type, number of lanes, segment distances, operating speeds and estimated
roadway capacities. The traffic characteristics of the arterial system are.
evaluated including identification of any over -capacity roadway segments. The
Technical 1/lemorandum includes an analysis of existing commuter bus transit
services and other alternative modes of transportation, including bicycle, rail
aircraft, and pedestrian travel.
Subtask 4.3: Goals and Policies Identification
C13A and Austin -Foust will develop a list of revised goals, policies and standards
based on review of the existing related elements and input from City staff on
recommended policy changes. "These goals and policies will be incorporated into
a hlcti-mrandum for City review.
Subtask 4.4: Land Use/Circulation Alternatives
As part of the analysis of land : >c alternatives developed in Subtask 3.4, Austin -
Foust will evaluate the traffic implications of each alternative scenario. The
resultant levels of service will be identified and the relationship of land use and
circulation needs clearly discussed. The results of this analysis will show future
levels of service in relation to future land use and circulation improvements, and
will be used to prepare specific recommendations regarding a Preferred Land
Use/Circulation Plan for Tustin. This information will be summariz.d in the
Land Use Alternatives Memorandum developed in Section 3.0 of the work
program.
Subtask 4.5: Preparation of Draft Circulation Element
The updated Circulation Element is prepared in this task of the work program.
Long-range traffic forecasts will be developed based on the traffic model
prepared for the Santa Ana/Tustin TSTA. Future traffic projections are
conducted based on the preferred Land Use Plan, and a hierarchy of
transportation routes with specific development standards are assigned consistent
with the Land Use Plan. The Element will also address parking, public transit,
bicycle paths, pedestrian walkways, and other elements of the circulation system,
circulation elements, and conjection management as required by State law. The
circulation improvement strategies proposed by SCAG and Orange County will
be considered in the context of how they will affect the City and surrounding
area.
The element also includes updated daily and peak travel demands on key arterial
roadways and recommends mitigation measures to ensure that roadways in the
City can handle future traffic volumes. In addition, potential problems relating
to existing conditions or regional traffic problems, such as the Browning and
Myford connections with Interstate 5, will be identified as will strategies for
mitigating these problems. Important information from the Circulation Element
"Technical Memorandum is summarized in the Element. Finally, the goals and
policies previously reviewed by City staff are revised as necessary and
incorporated into the Draft Circulation Element. The Element will include an
implementation program which will define the means by which stated goals and
policies are to be achieved.
Methodology (Section 4.0)
- Coordination with CBA on existing and projected land uses.
- Review existing traffic reports.
- Discuss findings and recommendations with staff.
- Interviews and meetings with public works and law enforcement
personnel.
- Develop preliminary Circulation Element goals and policies.
- Input land use data provided by CBA.
- Utilize City's traffic model to distribute traffic.
- Test impacts based on existing modeling prepared for Santa Ana/Tustin
TSIA.
- Prepare traffic volume maps.
- Preparation of Draft Circulation Element.
Products/Activities (Section 4.0)
- Preliminary Goals and Policies Memorandum (3 screen copies/25 final
copies/ 1 reproducible final copy).
- Circulation Element Technical Memorandum Report (3 screen copies/25
final copies/ 1 reproducible final copy).
Draft Circulation Element and Circulation Plan (5 screen copies/25 final
copies/ 1 reproducible final copy).
'Meetings (Section 4.0)
- Transportation consultant attends Community Workshop (Subtask 2.4).
- Transportation consultant attends Planning Commission workshop to
review preliminary goals and policies and land uses alternatives (Subtask
3.3).
- Transportation consultant attends Planning Commission/City Council joint
study session (Subtask 3.4).
- Transportation consultant attends public open house (Subtask 13.2) and
two public hearings.
11
TASK 5.0 HOUSING ELE`IENT
Work Program - Task 5.0
The City has recently updated its Housing Element in conformance with the
1989-1994 cycle for jurisdictions in the SCAG region. HCD has reviewed the
Tustin Housing Element and has found it in compliance with State law. This
revision to the Housing Element will therefore focus on reformatting, updating
demographic/housing data, assuring consistency with other General Plan
Elements prepared as part of the work program and addrtissing the new State
requirement for evaluating the potential for assisted units -,) convert to market
rate. The City shall be responsible for transmitting the Draft Element to HCD.
CBA will address anv comments on the draft pertaining to updated information
incorporated since HCD's prior review of the Element.
Subtask 5.1: Reformatting of Existing Housing Element
CBA will reformat the adopted Housing Element to provide greater consistency
with the updated General Plan. The reformatted Housing Element will generally
follow the structure of the other general plan elements, but due to the specific
requirements which govern the content of Housing Elements, will also contain
additional background material and implementing programs. In order to avoid
duplication in word processing, the City shall provide CBA with word processing
disks containing the adopted Housing Element.
Subtask 5.2: Updating Background Data/Technical iNlemorandum
In addition to reformatting, CBA will also update the existing demographic,
household and housing unit information contained in Chapter II of the City's
1989 IIousing Element. To the extent 1990 Census data is available, this will be
utilized in the Element. Where 1990 Census data is unavailable, current
demographic and housing conditions will be estimated utilizing information from
a variety of data sources, including the Department of Finance, the Urban
Decision Svstems database, the Orange County Forecast Analysis Center, and
TRW housing sales surveys. In the event that changes are made to the City's
Land Use Policy Map which impact potential residential development in Tustin,
the site inventory portion of the Housing Element will be revised to reflect these
modifications. This background material will then be incorporated into a
IIousing Element Technical Memorandum.
Subtask 5.3: Goals and Policies Identification
CI3A .,vill develop a list of goals and policies based on review of the t.:xisting
IIousing Element, and will provide staff with a memorandum containing goals
and policies for the IIousing Elemcnt.
a
Subtask 5.4: Assisted Housing Analysis and Program
A recent amendment to housing element law Chapter 14-51, Statutes of 1989)
requires all housing elements to include by January 1, 1992, additional need
analyses and programs to address the potential conversion of all Federal, State
and locally assisted housing developments that are eligible to change to non -low-
income use during the next ten year period. HCD is curreruly preparing a
technical assistance document to assist localities in meeting this new requirement.
While we have received the preliminary guidelines from HCD to address this
new requirement, these have not vet been adopted and may be subject to
revision. The following work effort is our current estimate of what this work task
will entail. If, however, the actual work task is more involved than anticipated,
extra costs will be billed on a reimbursable basis.
Needs Analysis
A. Inventory of assisted multi -family rental housing units subject to loss during
1989-1999. To include federally, state and locally subsidized units subject to
low income use restrictions, including units developed through density bonus,
inclusionary, and redevelopment programs. The following information shall
be required for each project included in inventory: project name and address,
type of governmental assistance received, earliest possible date of change
from low income use, and the number of elderly/non-elderly units which
could be lost from low-income housing sock in each year. In addition, the
inventory will characterize the nature of units at risk, e.g., project sizes,
building ages/condition, tenant types, peak periods of potential conversions.
B. Cost analysis of units at risk including a) costs of producing new housing of
comparable size and rent levels; and b) cost of preserving all units at risk.
C. Identification of non-profit entities with capacity to acquire and managc
assisted projects.
D. Identification of all financing sources which could be used to preserve
projects, including amounts of each program which have not been legally
obligated.
Quantified Objectives
Within the quantified objective in the Housing Element for number of units to
be conserved, include quantification of a realistic number of units at -risk to be
conserved.
Housing Programs
Description of program efforts to be undertaken to preserve lo -v income use of
assistec; at -risk projects in the ten year inventory. Program efforts shall include
14
utilization of all financing sources identified earlier, except where the community
has identified more urgent needs for these funding sources.
Methodology (Section 5.0)
- Interviews and meetings with City Staff and others.
- Revised existing Element to provide consistent format with updated
General Plan.
- Update demographics, household and housing unit data.
- Revise site inventory as necessary to reflect Land Use Plan modifications.
- Inventory low income units at -risk, and develop program to address
potential loss in affordable housing.
- Develop preliminary Housing Element Goals and Policies.
- Preparation of Draft Housing Element.
- Preparation of recommended changes to Draft Housing Element in
response to HCD review.
Products/Activities (Section 5.0)
- Preliminary Goals and Policies Memorandum (3 screen copies/25 final
copies/1 reproducible final copy).
- Housing Element Technical Memorandum Report (3 screen copies/25
final copies/1 reproducible final copy).
- Revised Tustin Housing Element (5 screen copies/25 final copies/1
reproducible final copy).
Meetings (Section 5.0)
- Same as described in Meetings (Section 3.0).
15
TASK 6.0 OPEN SPACE/CONSERVATION/RECREATION ELE`IENT
Work Program - Task 6.0
The Open Space/Conservation/Recrea�ion Element focuses on issues related to
the conservation of open space and natural resources in the community. This
element is primarily based on the City's existing Open Space, Conservation and
Recreation Elements. The existing elements will be updated to reflect conditions
which have changed since 1984 and to provide current inventories of Tustin's
natural resource components.
Tustin's 1984 Recreation Element contains substantial detail not often included
in General Plan elements, and is comparable to a Parks Master Plan. For
purposes of the Open Space/Conservation/Recreation Element, information
contained in the Recreation Element will be summarized and updated as
necessary, with recreation goals and policies also incorporated into the Element.
The 1984 Recreation Element would then be incorporated by reference into the
General Plan, and possibly retitled "Parks Master Plan."
Subtask 6.1: Review and Analysis of Existing Open Space, Recreation Element
and Conservation Element
CBA will conduct a thorough review these existing elements to determine areas
in need of updating and will interview the City Community Services Director to
ensure that implementation and facilities descriptions have not changed. CBA
will also review any new or proposed programs the City may have related to
conservation. The newly adopted SCAG guidelines for preparation of Air
Quality Elements will be reviewed, and the appropriate air quality inforrnatico?,
gathered for inclusion in the Open Space/Conservation/Recreation Element,
Circulation Ele.nent, and Land Use Element. CBA will interview Community
Services staff to obtain updated information on recreational facilities.
Subtask 6.2: Conservation/Open Space/Recreation Element Technical
Memorandum
The Conservation/Open Space/Recreation Element Technical ylemorandum
includes an analysis and inventory of existing open space resources in Tustin,
including undeveloped vacant land, hillside areas, and a summary of park and
recreational facilities. Issues regarding the conservation and enhancement of
open space rese+irces, including Quimby Act parkland dedications and other park
financing mechanisms, are also discussed.
As part of the background research for the Memorandum, the consultant team
conducts a comprehensive survcv to identify natural and cultural resource
components in the planning area. Local resources include biological habitat,
16
surface and groundwater, soils, minerals, air quality, and historical resources.
The characteristics of these resource components are summarized in the
Conservation/Open Space/Recreation Element Technical Memorandum,
providing the foundation for policies which support their conservation.
Subtask 6.3: Goals and Policies Identification
CBA will review goals and policies contained in the City's existing elements and
will recommend changes to reflect current City policies. Specific policies will be
developed for attainment of improved air quality, such as measures to reduce
vehicle trips and to facilitate local implementation of the Air Quality
Management Plan. Open Space/Conservation/Recreation Element goals and
policies will be incorporated into a Memorandum for City review.
Subtask 6A Draft Conservation/Open Space/Recreation Element
The consultant team prepares a draft Conservation/Open Space/Recreation
Element in this task. This involves the review of issues concerning open space,
including park and recreation facilities (also day care), hiking trails, and bicycle
paths. Issue areas, and goals and policies addressing these issues, will be refined
based on staff input gained in Subtask 6.3.
Identification of open space areas that require preservation as a matter of land
- use policy as well as existing and proposed park facilities are included. In
addition, the Element identifies the implications of future development on open
space resources and future requirements for open space.
The task also includes the identification of both natural and cultural resources
that need to be considered by the Element and will include discussion of source
reduction and recycling requirements. In addition, the Element identifies the
implications of future development on natural and cultural resources, focusing on.
hillsides, open space, sensitive habitats and other environmentally significant sites
(archaeological, paleontological, and historical). Implementing programs will be
defined for each policy, identifying the timing for implementation, the agency
responsible for implementation, and scope of implementation. The consultant
will present the Draft Element to the City's Park and Recreation Commission for
review.
Methodology (Section 6.0)
- Interviews and meetings with City staff and others.
- Review of existing land use survey information.
- Review of existing Conservation/Open Space/Recreation Elements.
- Determine appropriate conservation, resources, open space and recreation
areas.
Develop preliminary goals and policies.
- Incorporate identified resources/areas into Land Use Policy .<1lternatives
and preferred band Use Plan.
- Preparation of Draft Conservation/Open Space/Recreation Elements.
17
Products/Activities (Section 6.0)
- Conservation/Open Space/Recreation Element Technical Memorandum
(3 screen copies/25 final copies/ 1 reproducible final copy).
- Preliminary Goals and Policies Memorandum (3 screen copies/25 final
copies/ 1 reproducible final copy).
- Draft Open Space/Conservation/Recreation Element (5 screen copies/
25 final copies/ 1 reproducible copy).
Meetings (Section 6.0)
- Same as described in Meetings (Section 3.0).
- One Parks and Recreation Commission meeting to review Draft Open
Space/Conservation/Recreation Element
18
TASK 7.0 NOISE ELEMENT
Work Program - Task 7.0
Guidelines for the Noise Element have been revised since the Plan was adopted,
and the Element needs to be updated. Contour maps need to be prepared to
reflect existing and future conditions and the relationship between the DBA
measures used in the contours and the CNEL and L(dn) measures required
under State law will need to be identified. The primary work effort should
concentrate on more closely relating the Element with land use policy
implications identified in both the Land Use and Housing Elements. Any noise
sensitive land uses need to be identified.
Subtask 7.1: Background Analysis for Noise Element
This Subtask involves the identification of community noise concerns, primary
sources of noise, and noise sensitive receptors. The existing Noise Element will
be reviewed and new data added. Sites for noise measurements will be selected.
The participation of City staff in the selection will insure that the sites selected
cover the full spectrum of noise exposure in the study area. 'While the consultant
will have certain technical requirements that need to be satisfied in selecting
sites, these can be accommodated during the site selection process. The costs
proposed are based upon 24-hour measurements at eight sites and limited
measurements (morning, midday, and late afternoon) at 16 sites throughout the
City.
Subtask 7.2: Noise Element Technical Summary Memorandum
The Noise Element Technical Memorandum describes the existing noise
environment in the City. This task also involves the evaluation of any existing
ordinances and guidelines that pertain to noise control in Tustin and the County
of Orange. Point source measurements are taken throughout the City in this
task, and the results are summarized in this report. Existing and projected noise
contours will be developed for the following:
a. Route 5 and Route 55 freeways, and the proposed pastern Transportation
Corridor
b. Major, primary and secondary arterials
c. Hight operations at John Wayne Airport (single event samples)
d. Flight activity at the Tustin U.S. Marine Corps Air Station
e. Rail movements on the Santa Fe r,J1 line
19
f. Industrial and commercial activities
g. Noise -sensitive locations
Subtask 7.3: Goals and Policies Identification
CBA and Van Houten Associates will review goals and policies contained in the
Citv's existing element and recommend changes to reflect current City policies.
A Memorandum will be provided to the City summarizing the proposed Noise
Element goals and policies.
Subtask 7.=I: Draft Noise Element
The goals, policies, and findings completed in earlier phases of the work program
are compiled into the Noise Element. Implementing programs are defined which
specify the means of achieving the various policies set forth in the Element.
Special consideration is given to examining the potential noise impacts resulting
from the implementation of land use policy as well as the circulation system
described in the Circulation Element. Work effort in this task includes the
review of noise related issues to be addressed by goals and policies, analysis of
the future noise environment, and description of standards concerning noise and
land use compatibility. The task also involves the preparation of a noise contour
map indicating future exposure levels for entire City. Finally, the Noise Element
Technical Report is reformatted and a summary is incorporated into the Noise
Element. Implementation programs including estimates of persons impacted by
high noise levels, noise insulation standards and noise measures, and building
code amendments to reduce impacts will be recommended as necessary.
Methodology (Section 7.0)
- Interviews and meetings with City Staff and others.
- Identification of primary sources of noise.
- Point source noise measurements.
- Identification of noise sensitive receptors.
- Review of land use policy and its potential affect on ambient noise
levels.
- Coordination with CBA on existing and projected land uses.
- Develop preliminary goals and policies.
- Preparation of Draft Noise Element.
Products/Activities (Section 7.0)
- Preliminary Goals and Policies Memorandum (3 screen copies/25 final
copies/1 reproducible final copy).
- Noise Element "Technical Nlemorandum (3 screen copies/25 final copies/
1 reproducible final copy).
Draft Noise Element (5 screen copies/25 final copies/1 reproducible final
copy).
20
- Existing and projected CNEL noise contour maps.
Meetings (Section 7.0)
- Noise consultant attends Community Workshop (Subtask 2.4).
- Noise consultant attends Planning Commission workshop to review
preliminary goals and policies and land use alternatives (Subtask 3.3).
- Noise consultant attends Planning Commission/City council Joint Study
Session (Subtask 3.4).
- Noise consultant attends public open house (Subtask 13.2) and two public
hearings.
21
TASK 8.0 SAFETY ELEMENT
Work Program - Task 8.0
The Safety Element will combine the City's existing Seismic (1970 and Safety
(1978) Elements as permitted under State law. These documents will provide the
existing geotechnical information to be utilized, although some updating will be
necessary. In addition to seismic information, base data related to fire and
police protection needs to be updated to reflect existing conditions. State Safety
Element requirements, including identification/mapping of emergency evacuation
routes and an analysis of the adequacy of fire flows will need to be addressed in
the element.
Subtask 8.1: Background Analysis for Safety Element
The existing Seismic and Safety elements will be thoroughly reviewed to
determine areas in need of updating. Existing environmental and other
documentation will be reviewed for necessary data. Base data related to fire and
police service needs will be updated.
Subtask 8.2: Safety Element Technical Nlemorandum
The Safety Element Technical Memorandum provides an inventory and
description of emergency services, natural and man-made hazards that need to be
considered in current and advanced planning. Safety hazards which are
evaluated include hazards related to seismicity (strong ground shaking, ground
surface rupture, liquefaction), existing and potential landslides, flooding; dam
failure, wildland fire, soils/groundwater contamination, hazardous materials,
safety, and vital facilities. The Technical Memorandum graphically depicts
known and suspected hazards in the planning area, indicating areas with
environmental constraints to development.
Subtask 8.3: Goals and Policies Identification
Cts will review goals and policies contained in Tustin's Seismic and Safety
elements and will recommend changes to reflect current City pokicies.
Preliminary Safety Element goals and policies will be provided for staff review in
a Memorandum.
Subtask 8.4: Draft Safety Element
C13A prepares a comprehensive Safety Element that will meet City and State
requirements in this task. This task involves the preparation of an Elemcnt
idcntifving safCLy-related issues, involving both natural and man-made hazards,
and including unrcinforced masonry buildings, concrete tilt -up construction bcl'ore
1974, airport safety and hazardous waste. This Element will incorporate
applicable sections of the City's Emergency Preparedness Plan, including
identification of emergency shelters, vital facilities and evacuation routes.
Summarized information from the Technical Memorandum is incorporated into
the Element. The goals, policies and findings completed in earlier phases of the
work program are compiled into the Safety Element. A comprehensive
implementation program is developed which outlines existing and proposed
programs for implementation of Safety Element goals and policies.
Methodology (Section 8.0)
- Interviews and meetings with City Staff and others.
- Utilize existing Seismic and Safety Elements for geotechnical data base.
- Review of emergency operations plan.
- Provide updated information pertaining to fire and police protection, and
County Health Service's responsibli ties.
- Develop preliminary goals and policies.
- Preparation of Draft Safety Element.
Products/Activities (Section 8.0)
- Preliminary Goals and Policies Memorandum (3 screen copies/25 final
copies/ 1 reproducible final copy).
-- - Safety Element Technical Memorandum (3 screen copies/25 final copies/
1 reproducible final copy).
- Draft Safety Element (5 screen copies/25 final copies/1 reproducible final
copy).
Meetings (Section 8.0)
- Same as described in Meetings (Section 3.0).
23
TASK 9.0 MARKET/ECONOMIC ANALYSIS
Work Program - Task 9.0
This task will examine the market/economic feasibility of existing/proposed
General Plan land uses and will provide direction for future land use decisions.
The market evaluation will consider development conditions and trends for the
City and estimate the amount of new office, retail/commercial, restaurant and
hotel uses supportable. The results of the analysis will be used to evaluate and
validate the proposed General Plan land use alternatives. The economic analysis
will include two parts: 1) a "macro" analysis looking at citywide trends and
market -supportable land uses; and 2) a review of previous fiscal impact analyses
for North Tustin and recommended policies regarding annexation and phasing of
this area.
Subtask 9.1: Economic Analysis-Cit3rwide
The citywide economic analysis will examine regional demographic and market
trends, identify market roles for the City of Tustin, and project the absorption
potential of various non-residential uses in the City. Specific areas of focus will
include: existing vacancy rates in the retail/commercial sector (particularly in
"strip" commercial uses); potential demand for various types of new office and
retail/commercial development; and intensification trends in existing industrial
uses. Anticipated future employment growth and the City's jobs/housing balance
will also be examined and a recommendation of absorption by category of land
use(s) will be made. Economic development projects will be identified to assist
in decisions regarding future land use.
Subtask 9.2: Fiscal Impact AnalysiE Review
Previous fiscal impact analyses for the North Tustin Sphere of Influence area will
be reviewed. The purpose of this review will be to: 1) comment on the
assumptions and conclusions of these previous analyses; and 2) provide input as
to recommended policies for phased L nnexation of this area in a manner fiscally
responsible for the City.
Subtask 9.3: Economic Analysis -Old Town (OPTIONAL)
A separate economic analysis to focus in more detail on the economic potential
for downtown Tustin has been included has an optional task. This analysis will
evaluate economic strengths and weaknesses of G;d Town to determine target
markets; prepare absorption projections of each identified land use; identify the
economic characteristics of each land use including lease rates and land values;
and recommend potential economic development activities to assist in the
redevelopment of the downtown. As for most downtown areas, the key will be to
24
identify a market niche and development strategy which will allow Old Town to
compete successfully in the market while retaining its historical character and
scale.
The cost for the micro -economic analysis of Old Town has been separated out as
an optional task in the project budget. Should the City decide to approve this
optional work task, the task will be performed under separate contract between
the City and Williams Kuebelbeck & Associates.
Methodology (Section 9.0)
- Coordinate with CBA
- Prepare Citywide market analysis.
- Prepare review of previous fiscal impact analyses for North Tustin.
Products/Activities (Section 9.0)
- Citywide market analysis report summarizing the projected absorption
potential and associated land use recommendations for the City (3 screen
copiti_;s/25 final copies/1 reproducible final copy).
- Old Town economic analysis report summarizing projected land use
absorption potential and economic development strategy for Old Town.
(OPTIONAL)
- Memorandum summarizing the review of previous fiscal impact analyses
and recommend General Plan policies for North Tustin area (3 screen
copies/25 final copies/l reproducible final copy).
Meetings (Section 9.0)
- Economic consultant attends Community Workshop (Subtask 2.4).
- Economic consultant attends Planning Commission/City Council joint
study session (Subtask 3.4).
- Economic consultant attends public open house (Subtask 13.2) and two
public hearings.
25
TASK 10.0 URBAN DESIGN POLICIES/TECHNICAL NIENIORANDU`1
Work Program - Task 10.0
In response to the City's request, we have included preparation of Urban Design
Policies and a Technical Memorandum on Urban Design in the General Plan
Work Program. The outcome of this task will be to clearly define Urban Design
policies for the City for incorporation within the Land Use Element.
Subtask 10.1 Background Analysis
a. The Urban Design consultants, Gast and Ilillmer (G&I-I), will prepare a
refined Work Program and Schedule with key dates for review.
b. City Staff Workshop - G&I-I will hold a Workshop meeting with City staff
to discuss the Work Program, public workshop and citywide Urban Design
iss?_Ies. The Community Workshop (Task 10.2) will also be discussed.
c. Receive Background Information from City - G&I-I will provide a list of
needed existing information and documents. Materi:
problems which detract from the City's image and need to be
addressed in design policies.
Subtask 10.2 Community Workshop on Urban Design
Gast & Hillmcr will conduct a public workshop on Urban Design, either as a
separate event or in conjunction with a General Plan workshop conducted by
Cotton/Boland.
The workshop will first summarize the design team's field analysis of assets,
problems and opportunities as a method of focusing on pertinent issues. This
will be followed by an open-ended forum for community opinion on all key
issues.
The use of large posted wall -size sheets to write and draw on, recording all ideas
and suggestions from the audience will be used as a tool to emphasize that
everyone's opinion is valuable.
G&H will prepare a brief written summary of the workshop.
Subtask 10.3 Urban Design Concepts
Based on the Background Analysis and Community Workshop, Gast & I-Iillmer
- will identify proposed Urban Design Goals, Policies and conceptual proposals for
the City. Subject areas to be addressed include the following:
o Overall City identity, visual structure, character.
• Commercial development patterns - site planning, landscaping, open
space, building height, massing.
• Streetscape.
• Commercial signage.
o Design of public improvements.
Subtask 10.4 Draft Urban Design Goals, Policies and Programs: Technical
Memorandum
G&II will prepare an Urban Design Technical Memorandum describing
recommended goals, policies and programs to CBA for incorporation in the Land
Use Element and other relevant Elements of the General Plan. The policies and
programs will cover the issues outlined in Subtask 10.3 plus other issues
identified in the field studies and public workshops. We will provide the City
with three Screencheck copies of Urban Design Technical Memorandum which
Will include the recommended goals, policies, and programs. Staff comments will
be addressed and 25 copies of the Draft will be provided.
27
Subtask 10.5 Plan Review Meetings (Planning Commission and City Council)
Attend two Plan Review meetings to discuss the Urban Design Goals and
Policies, and the Urban Design Technical Memorandum. Attend one meeting
with City staff, if requested by City, to discuss the Technical Memorandum. It is
envisioned that the two formal Plan Review meetings will include one Plan
Commission workshop and one Joint workshop with the Planning Commission
and City Council.
Subtask 10.6 Final Urban Design Technical Memorandum
Prepare the final Urban Design Technical Memorandum based on comments
received from City staff and the Planning Commission/City Council Workshops.
One set of revisions will be prepared after receiving final comments from the
City, and twenty-five copies of the final report provided.
Methodology (Section 10.0)
- Coordinate with CBA.
- Xnalyze background information.
- Conduct Public Workshop.
- Develop urban design concepts.
- Prepare Technical Memorandum.
Products/Activities (Section 10.0)
- Urban Design Technical Memorandum (3 screen copies/25 final copies/ 1
reproducible final copy).
Meetings (Section 10.0)
- Urban design consultant conducts separate or combined Community
Workshop (Subtask 2.4).
- Urban design consultant attends one Planning Commission Workshop and
one joint Planning Commission/City Council Workshop for Plan Review.
28
TASK 11.0 GRO`NTH MANAGEMENT ELEN1EN7
Work Program - Task 11.0
Based upon voter approval of Measure M in November 1990, the Revised Traffic
and Growth Management Ordinance, the City must prepare a Growth
Management Element by April 1, 1992, as part of an overall City Growth
Management Plan. However, the administrative requirements for implementing
the Growth Management Plan must be developed by the City -County
Coordinating Committee by April, 1991 to provide enough information regarding
the content of the Element to accurately estimate the cost of its preparation. In
the absence of those specific administrative requirements, CBA's project budget
includes an estimated cost of $10,000 for preparation of the Growth Management
Element. This includes $2,000 for traffic counts along City super streets and
$8,A00 for Element preparation. These budgeted costs are estimates only and the
actual scope of work/budget will be prepared as soon as the administrative
requiremt�.nts are known. Based on the anticipated date of April 1, 1991 for
completion of the requirements, the actual scope of work and budget can be
prepared within two weeks following receipt of the requirements.
19
TASK 12.0 CEQA COMPLIANCE/ENVIRONMENTAL IMPACT REPORT
Work Program - Task 110
The task involves preparation of environmental documentation on the General
Plan update to achieve compliance with the California Environmental Quality
Act (CEQA). CBA will prepare an EIR on the General Plan. However, the
EIR will be of a "program" type as pernutted by CEQA, Referencing of specific
sections of the various General plan elements will also occur as permitted by
CEQA Guidelines. Mitigation measures will be drawn from the policies and the
implementation programs contained in the individual elements.
The individual elements are formatted so that they meet the State law regarding
the setting section of an EIR. Where needed, supplementary material will be
provided to assure all required environmental issues are addressed. The EIR will
indicate levels of significance and where appropriate, quantify or measure the
level of impact.
CBA will prepare a draft Initial Study and the NOP. The work program assumes
the City is responsible for any noticing/printing/publication/distribution for
CEQA related documents, review periods and hearing dates. CTIA Will assist the
City in determining to whom noticing and referrals shall be made.
Subtask 12.1: Environmental Assessment
While the Technical Memoranda prepared for each of the General Plan elements
will provide much of the background data required to complete the
environmental impact report, some additional analysis will be required. Specific
subtasks include the analysis of impacts on air quality, public services, etc., that
might be anticipated to result with the implementation of the land use policy.
The alternative land use scenarios developed as part of the Land Use Element
will fulfill the requirements of CEQA for evaluating alternatives to the project.
Subtask 12.2: Preparation of Draft EIR
The consultant team will compile the findings into a draft report and print three
screen copies of the Draft EIR for review by City staff. The DEIR will be
revised within 20 working days of our receipt of staff comments. Twenty 3 -hole
punched copies of the Draft EIR will be provided to the City and 50 combound
copies will be provided for circulation as the General Plan EIR by the City with
the Draft General Plan.
30
Subtask 12.3 Notice of Completion
CBA will prepare the Notice of Completion for the Draft EIR. We will
complete the necessary forms as required by CEQA and forward them to the
City. The City will be responsible for making and sending additional copies of
the General Plan and EIR to responsible agencies or interested parties.
Subtask 12.4 Final EIR
CBA will prepare responses to comments received on the EIR and compile those
together with the Draft to comprise the Final EIR. Twenty 3 -hole punched
copies and 50 combound copies will be provided to the City. CBA will prepare
Cl', -QA Findings and Statement of Overriding Consideration using City format.
Methodology (Section 12.0)
Meet with City staff to obtain copies of all major projcct EIRs.
Conduct necessary analysis to complete DEIR.
Submit Screen Draft for staff review.
Revise Screen Draft and produce final Draft EIR.
Prepare Responses to Comments and Screen Final EIR.
Prepare Final EIR
Product s/Activi t les (Section 12.0)
Draft Initial Study and NOP distribution by City staff.
Screen Draft Environmental Impact Report (3 copies).
Draft Environmcntai Impact Report (25 3 -hole punched copies and 50
combound copies/1 reproducible copy).
Notice of Completion.
Screen Final Environmental Impact Report (3 copies).
Final Environmental Impact Report (25 three -hole punched topics/25
combound copies/ 1 reproducible copy).
List of Agencies to Receive General Plan and/or DEIR.
Meetings (Section 12.0)
- Combined with Planning Commission and City Council Public Hearings in
Task 14.0.
31
TASK 13.0 NNIORKSHOPS/OPEti HOUSE
As the primary means of obtaining citizen input in he planning process, an
initial public workshop, a public open house on the draft General Plan, three
ssion and two joint workshops with the
workshops with the, Planning Commi
Commission and Council have been included in the work program. The
Community Attitude Survey (Subtask 2.3) will provide City residents with the
opportunity to provide input early in the planning program, and will assist in
defining the rc;lative importance of planning issues in Tustin. A Community
Workshop to review identified issues will be conducted as described in Subtask
2.4.
While the identified citizen participation program is constrained due to the
budget, there are additional ways of :.ommunicating progress in the work
program which require minimal cost. The City's quarterly newsletter is an ideal
tool for providing the public information summarizing the status of the General
Mao program, and may also be used for distribution of the Community Attitude
Survey. (The City also may wish to request the local newspapers to cover the
Planning Commission/City Council workshops and public open house. A
speakers' bureau could be organized where City staff presents key componentsof
the General Plan program to interested community groups such as the Cha
of Commerce, homeowner associations, and senior citizen groups).
Through a participatory planning program, the City can help assure that all major
issues are raised prior to public hearings and addressed in the proposed Plan.
Subtask 13.1: Planning Commission/City Council Workshops
We recommend that the Council and Commission, as the City's key decision -
makers regarding land use and other policy issues, meet with the consultant team
and City staff at key phases of the work program to review consultant findings
and confirm the direction of the program. We have incorporated the following
workshops in our scope of work: 1) A Planning Commission review of
preliminary goals and policies and land use alternatives (1 meeting); 2) A Joint
Commission/Council workshop for rcvic«- of Land Use Plan alternatives, and
selection and refinement of a r)referred Land Use Plan (1 meeting): J) Two
Planning Commission workshops to review the Draft General Plan (2 meetings);
and 4) A Joint Commission/Council workshop to review the Draft General Plan.
The general public is also invited to attend these workshops and, based on the
City's desire, may also be provided the opportunity for public comment. CBA
will rely on City staff to assist in preparation for the ,vorksho ps (icy ntify
locations, room set-up, noticing, refreshments, elc.).
Subtask 13.2: Public Open House
We propose conducting a public open house on the Draft General Plan. The
open house could be held on an evening or weekend and would be advertised
through bulletins, the local newspaper, an:: direct mailings to community groups
to maximize attendance. CBA, with the assistance of City staff, will prepare
color display maps and handout materials to facilitate the open house. As an
optional item, subject to the additional cost described in the project budget, CBA
will prepare an Executive Summary of the Draft General Plan for use in the
Open House and for general distribution to the public. CBA members and
members of the subconsultant team (traffic, economic development, urban design,
and noise) would each make presentations highlighting the key components of
their studies and respective General Plan element(s), and would serve as a
resource to respond to community questions.
Methodology (Section 13.0)
- Interaction with City Staff
- Conduct a total of three Planning Commission workshops to review
preliminary goals and policies, and review Draft General Plan.
- Conduct a total of two Council/Commission workshops to review land use
alternatives, select a preferred Land Use Plan, and review the preliminary
Draft General Plan.
- Prepare Executive Summary of Draft General Plan (OPTIONAL)
- Conduct one public open house on the Draft General Plan involving
presentations and informal discussions with the public.
P: oducts (Section 13.0)
- Presentation scale land use maps, aerial photographs, etc.
- Executive Summary of Draft General Plan (OPTIONAL - 100 copies).
- Handout materials including brief summary of Draft General Plan, land
use statistics, report -scale maps, etc.
TASK 14.0 ADOPTION OF GENERAL PLAN
`'Fork Program - Task 14.0
Based on input received to date on the Draft General Plan elements from City
staff, appointed and elected officials, and the. public, CBA will make any
necessary revisions and provide the City with one reproducible copy of the
"Public Hearing Draft General Plan" for distribution. To this stage, all tasks are
designed to achieve the production of a public hearing draft General Plan that is
acceptable for final adoption pending input received from the public during the
hearings described below. Costs for minor changes to the dra' L General Plan
resulting from public input are estimated in the project budget. Costs associated
with changes attributable to major policy changes during the public hearings have
not been inciuded in the project budget and costs associated with such changes
shall be the responsibility of the City. CBA has budgeted for four public
hearings of four hours in length on the General Plan; time for any additional
hear-i,ngs will be billed on an hourly basis. Limited attendance of technical
support staff at the public hearings has been included in the scope of work
described in Tasks 4.0, 7.0, 9.0 and 10.0.
Subtask 14.1: Planning Commission Hearings - Draft General Plan
Either the principal or project manager will be in attendance at two Planning
Commission public hearings considering the General Plan and EIR. The
consultant team will highlight the main points of the General Plan program, as
well as described the process to the public. Additional public hearings will be
billed on an hourly basis.
Subtask 14?: City Council Hearings - Draft General Plan
Either the principal or the project manager will attend two City Council meetings
to consider public review and comment on the Draft General Plan and EIR.
Additional public hearings will be billed on an hourly basis.
Subtask 14.3: Final General Plan
Following the public hcari:,�s and discussions with City Council, CBA will revise
the Gencral Plan as directed by the City. The Final General Plan will then be
forwarded to the Council for adoption. Modifications to the Plan beyond those
described above in Task 1=1.0 will be billed on an hourly basis. Reproduction
costs for the Final General Plan copies beyond those described in Subtask 14.4
will also be reimbursable to CBA.
)4
Subtask 14.4: Copies of Adopted General Plan
CBA will provide the City with one reproducible copy and 50 three-ring binders
of the final General Plan text and maps as adopted by the City Council. CBA
shall be responsible for costs associated with reproduction of the final General
Plan, and will work closely with the printer 10 ensure high quality reproduction of
documents. One presentation scale, color Land Use Policy map will also be
provided. As an optional item, subject to the additional cost described in the
project budget, CBA will prepare an Executive Summary of the final General
Plan.
Methodology (Section 14.0)
- Discuss strategy concerning the conduct of hearings in this phase with
City staff.
- Make liberal use of charts and diagrams in hearings.
- Prepare handouts and summaries that will aid in understanding the
General Plan and the adequacy of the EIR.
- Prepare modifications to Draft General Plan as directed by Planning
Commission/City Council.
- Prepare Executive Summary of final General Plan (OPTIONAL).
Products/Activities (Section 14.0)
- One reproducible copy of final General Plan with fold -out patterned Land
Use Policy Map, and presentation scale color Plan map.
- Copy of General Plan text on disk in IBM Word Perfect 5.1.
- 50 copies of adopted General Plan in three-ring binders.
- 50 copies and one reproducible copy of Executive Summary of the final
General Plan (OPTIONAL).
Meetings (Section 14.0)
- Two Planning Commission Public Hearings.
- Two City Council Public Hearings.
35
PROJECT' BUDGET
The budget of the Tustin General Plan Update program is sumniarizcd in the
chart on the following page. This budget reflects revisions to the work program
directed by staff. The cost includes CBA professional and support time, the costs
of the services provided by subconsultants, and the cost of printing and binding
draft copies of the various documents required to be prepared by the Work
Program.
The cstimated costs of the individual work tasks have been identified by task and
by subconsultant on the followin page. Adjustments to price may be possible by
scope p
changing the e of work and�or by having City staff assist in the preparation
of certain work tasks.
We will be happy to further discuss the budget with you and modify the cost or
the work program as required to meet your objective and/of financial constraints.
We have included workshops and open houses as separate items in the work
program (Task 13.0) to allow the City to more easily modify the number of
meetings to be conducted.
Due to budgetary constraints and the uncertainty of necessary time commitment,
modification of work products attributable to major policy changes during the
public hearings on the Draft General Plan will be billed based on consultant
costs as described in Task 14.0.
36
Task
1.0 Background Analysis
2.0 Issues Identification
- Community Attitude Survey
3.0 Land Use Element
- Technical Memorandum
Land Use Classifications/
Goals and Policies Memorandum
Land Use/Circulation
Alternatives Memorandum
4.0 Circulation Element
- Technical Memorandum
- Goals and Policies Memorandum
5.0 Housing Element
- Assisted Units Analysis(a)
6.0 Open Space/Conservation/Recreation
Element
- Technical Memorandum
- Goals and Policies Memorandum
7.0 Noise Element
- Technical Memorandum
- Goals and Policies Memorandum
8.0 Safety Element
- Technical Memorandum
- Goals and Policies Memorandum
9.0 Market/Economic Analysis
- Optional Old Town Analysis
10.0 Urban Design Plan
11.0 Growth Management Element
12.0 CEQA Compliance
13.0 Workshops/Open House
- 1 Community Workshop
- 3 Planning Commission Workshops
- 2 Planning Commission/City Council
Joint Workshop
- 1 Public Open House
1 Parks and Recreation Commission
Workshop
- Optional Executive Summary
14.0 General Plan Public Hearings
2 Planning Commission Hearings
2 City Council Hearings
Revisions To Draft Plan (b)
- 50 copies Final General Plan
- Optional Executive Summary ($1,800)
TOTAL $179,760 $28,500 $18,940 $20,000 $15,500 $262,700 ($12,000)
Adoption of General Plan (c)
(a) Based on preliminary guidelines provided by HCO, we have estimated the work effort involved in analyzing and developing
a program to preserve assisted housing in Tustin to cost approximately $5,000. This cost is reflected in the total
$19,060 budget for the Housing Element. If however, the actual work effort to complete this task is more involved than
anticipated, extra costs will be billed on a reirmbursable basis, subject to authorization of the City.
(b) Estimated costs for revisions to the Draft General Plan do not include costs associated with major policy changes by
decisionmakers during the public hearing process. The costs for revisions attributable to major policy changes are the
responsibility of the City.
(c) Additlurial public hearings and resulting modification of work products shall be billed based on consultant costs.
CITY OF TUSTIN GENERAL PLAN UPDATE
PROJECT BUDGET
Austin- Williams Gastand Van
Foust Kueblebeck Hilmer Houten
CBA Assoc Assoc AIA Assoc
518,500
$10,000
$31,000
$5,300 $26,500
$19,060
($ 5,000)
$16,500
$3,100 $15,500
$9,000
$3,800 $18,940
$4,000
$8,000
$29,000
$10,500
$ 1,400
$ 1,400
$ 5,000
$ 4,200
$2,000
$20,000
Optional
Total Tasks
$18,500
$10,000
$31,000
S31,B00
$19,060
$16,500
$18,600
$9,000
$22,740
($8,000)
$24.000
$10,000
$29,000
$10,500
($2,200)
$12,000
37
PROJECT SCHEDULE
Preparation of the Draft General Plan is estimated to take approximately nine
months, with completion of the entire work program, including Plan adoption,
anticipated to take approximately 18 months. The schedule is illustrated in the
Task Sequence Diagram on the following page. The total time required to
complete the work can be affected by the number of public meetings and the
time required for review of the individual elements. Reasonable adherence to
the suggested schedule will assure that regular progress is made toward
completion and adoption of the General Plan and will serve to control program
costs.
CO
AT
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PROJECT TEAM
CBA has organized an experienced multi -disciplinary team containing
subconsultants who will provide the expertise needed to supplement CBA's
capabilities in key areas. Each of the subconsultants have extensive experience in
their particular field of expertise. While we have defined our work program
based on participation by these subconsultants, other subconsultants may be
included or substituted if the City wishes. The general organization and team
member assignment are shown on the following page.
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