Loading...
HomeMy WebLinkAbout09 TUSTIN TOWN CTR CONSULTING AGMNT 10-16-07y AGENDA REPORT � S NNW. MEETING DATE: OCTOBER 16, 2007 TO: WILLIAM A. HUSTON, CITY MANAGER FROM: REDEVELOPMENT AGENCY STAFF Agenda Item 9 Reviewed: City Manager Finance Direct SUBJECT: TUSTIN TOWN CENTER CONSULTING SERVICES AGREEMENT— IMPLEMENTATION OF ULI ADVISORY PANEL RECOMMENDATIONS SUMMARY: Authorization is requested to enter into a Consulting Services Agreement with Field Paoli for a work program previously approved by the City Council to implement certain major ULI Advisory Panel recommendations for the Tustin Town Center. RECOMMENDATION: It is recommended that the City Council and Redevelopment Agency: 1. Approve entering into a Consulting Services Agreement with Field Paoli in the amount of $253,000, and authorize the City Manager or the Assistant City Manager to execute the agreement, subject to final City Attorney review and approval. 2. Appropriate an additional $118,000 necessary for the work program included in the Consultant Services Agreement from un -appropriated fund balances in the South Central, Town Center, Town Center Housing Set -Aside and City General Fund non - departmental accounts as follows: $28,000 to South Central fund 52-600-6010; $12,000 to Town Center fund 58-600-6010; $10,000 to Town Center Housing Set -Aside fund 59- 600-6010; and $68,000 to Non -Departmental fund 01-801-6010. FISCAL IMPACT: The FY 07-08 RDA budget included $135,000, with a recognition that additional appropriations would be necessary. Consultant services anticipate a budget of $253,000. A supplemental appropriation is required of $118,000 from the South Central, Town Center, Town Center Housing Set -Aside and Non -departmental funds. BACKGROUND: An Urban Land Institute (ULI) Advisory Panel in June of 2006 evaluated infill development opportunities for the expansion of residential housing and for commercial revitalization activities within the central portions of Tustin, identified as the "Neighborhoods of Tustin Town Center". The neighborhoods are identified as Center City, Southern Gateway and West Village. After the report's release this year, a key team of management representatives including the City Manager, Assistant City Manager, the Directors of Community Development, Public Works, and Parks and Recreation, the Police Chief and Communications Manager met several times to discuss and review the ULI recommendations and begin the process necessary to implement major recommendations contained in the report. On April 17, 2007, the City Council authorized staff to proceed with an initial work program to begin implementing certain City Council approved ULI Panel recommendations for certain priority areas within the Tustin Town Center (Attachment A). The first steps authorized were to identify and contract with a consultant to conduct a Market Analysis, prepare Neighborhood Concept Plans, conduct Feasibility Testing of Potential Projects and prepare an Implementation work program. The Tustin Community Redevelopment Agency subsequently released a Request for Proposal (RFP) for the scope of work approved by the Council. The Agency received four (4) RFP responses. A technical evaluation panel consisting of the Assistant City Manager, Community Development Director and Public Works Director reviewed the four responses to the RFP and invited each proposer to make a panel presentation. After the written and oral review, the panel chose the top two proposers and conducted additional reference checks. After a careful review of the responses, oral presentations and past work on similar projects, the staff panel are recommending that the Tustin Community Redevelopment Agency enter into the attached Consulting Services Agreement with Field Paoli. While Field Paoli referenced the firm Fehr & Peers in their proposal for traffic studies, they did not include any cost estimates for such service in their proposal. Staff are recommending $5,000 be included to the budget with the stipulation Austin -Foust Associates, Inc., a traffic engineering and transportation planning company the City has used extensively, be retained for any traffic engineering services needed. Christine A. Shingleto Assistant City Manag Attachment A: Priority Study Areas Attachment B: Consultant Services Agreement Jerry Craig Redevelop Wtogam Manager ATTACHMENT A V►i ATTACHMENT B CONSULTANT SERVICES AGREEMENT This Agreement for Consultant Services (herein "Agreement"), is made and entered into by and between the TUSTIN COMMUNITY REDEVELOPMENT AGENCY, a public body, corporate and politic, ("Agency"), The City of Tustin ("City"), collectively, the Agency and City are shall be referred to as the Agency and Field Paoli ("Consultant"). WHEREAS, Consultant is qualified to provide the necessary services and has agreed to provide such services; and WHEREAS, Agency issued a Request for Proposal (RFP), dated June 2007, a copy of which is attached hereto as Exhibit "A" and is by this reference incorporated herein as though set forth in full hereto (the "Scope of Services"). WHEREAS, Consultant has submitted to Agency a proposal response to the Agency's RFP, dated June 26, 2007, 2007, a copy of which is attached hereto as Exhibit "B", and is by this reference incorporated herein as though set forth in full hereto (the "Proposal"). NOW, THEREFORE, in consideration of the premises and mutual agreements contained herein, Agency agrees to employ and does hereby employ Consultant and Consultant agrees to provide consulting services as follows: 1. SERVICES OF CONSULTANT 1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, Consultant shall provide those services specified in the "Scope of Services" attached hereto as Exhibit "A" and Exhibit "B" incorporated herein by this reference, (the "services" or the "work"). Consultant warrants that all services shall be performed in a competent, professional and satisfactory manner in accordance with all standards prevalent in the industry. In the event of any inconsistency between the terms contained in Exhibit "A", and the terms set forth in the main body of this Agreement, the terms set forth in the main body of this Agreement shall govern. 1.2 Compliance with Law. All services rendered hereunder shall be provided in accordance with all laws, ordinances, resolutions, statutes, rules, and regulations of the City of Tustin and Tustin Community Redevelopment Agency and of any federal, state or local governmental agency of competent jurisdiction. 1.3 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. 1.4 Familiarity with Work. By executing this Contract, Consultant warrants that Consultant (a) has thoroughly investigated and considered the work to be performed, (b) has investigated the site of the work and become fully acquainted with the conditions there existing, (c) has carefully considered how the work should be performed, 180912.1 RDA CA 2/2007 and (d) 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 Agency, Consultant shall immediately inform Agency of such fact and shall not proceed with any work except at Consultant's risk until written instructions are received from the Contract Officer. 1.5 Care of Work. Consultant shall adopt and follow reasonable procedures and methods during the term of the Agreement to prevent loss or damage to materials, papers or other components of the work, and shall be responsible for all such damage until acceptance of the work by Agency, except such loss or damages as may be caused by Agency's own negligence. 1.6 Additional Services. Consultant shall perform services in addition to those specified in the Proposal when directed to do so in writing by the Contract Officer, provided that Consultant shall not be required to perform any additional services without compensation. Any additional compensation not exceeding ten percent (10%) of the original Contract sum must be approved in writing by the Contract Officer. Any greater increase must be approved in writing by the Executive Director. 1.7 Special Requirements. Any additional terms and conditions of this Agreement, are set forth in Exhibits "C", "D", and "E" and are incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit "C", "D" and "E" and any other provision or provisions of this Agreement including Exhibit B, the provisions of Exhibits "A", "C", "D" and "E" shall govern. 2. COMPENSATION 2.1 Compensation of Consultant. For the services rendered pursuant to this Agreement, the Consultant shall be compensated and reimbursed only such amount as are prescribed in Exhibit D, in an amount not to exceed Two Hundred and Fifty Three Thousand Dollars ($253,000). 2.2 Method of Payment. In any month in which Consultant wishes to receive payment, Consultant shall no later than the first working day of such month, submit to Agency in the form approved by Agency's Director of Finance, an invoice for services rendered prior to the date of the invoice. Agency shall pay Consultant for all expenses stated thereon which are approved by Agency consistent with this Agreement, no later than the last working day of said month. 2.3 Changes. In the event any change or changes in the work is requested by Agency, the parties hereto shall execute an addendum to this Agreement, setting forth with particularity all terms of such addendum, including, but not limited to, any additional Consultant's fees. Addenda may be entered into: A. To provide for revisions or modifications to documents or other work product or work when documents or other work product or work is required by the enactment or revision of law subsequent to the preparation of any documents, other work product or work; 180912.1 2 RDA CA 2/2007 B. To provide for additional services not included in this Agreement or not customarily furnished in accordance with generally accepted practice in Consultant's profession. 2.4 Payment for Changes. Changes approved pursuant to an Addendum shall be compensated at the personnel hourly rates prescribed in Exhibit "D" hereto. 3. 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 any time periods prescribed in any Schedule of Performance attached hereto marked Exhibit "A" and "E". The extension of any time period specified in the Exhibit "A" and "E" must be approved in writing by the Contract Officer. 3.3 Force Majeure. The time for performance of services to be rendered pursuant to this Agreement may 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 a public enemy, acts of the government, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight embargoes, and unusually severe weather if the Consultant shall within ten (10) days of the commencement of such condition notify the Contract Officer who shall thereupon ascertain the facts and the extent of any necessary delay, and extend the time for performing the services for the period of the enforced delay when and if in the Contract Officer's judgment such delay is justified, and the Contract Officer's determination shall be final and conclusive upon the parties to this Agreement. 3.4 Term. Unless earlier terminated in accordance with Section 7.7 of this Agreement, this Agreement shall continue in full force and effect until satisfactory completion of the services but not exceeding one (1) year from the date hereof, unless extended by mutual written agreement of the parties. 4. 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: Name Frank L. Fuller, FAIA Address Field Paoli 150 California 7t" Floor San Francisco, CA 180912.1 3 RDA CA 2/2007 94111 Phone (415) 788-6606 It is expressly understood that the experience, knowledge, capability and reputation of the foregoing Principal is a substantial inducement for Agency 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 Agency. 4.2 Contract Officer. The Contract Officer shall be the Assistant City Manager of City unless otherwise designated in writing by the Executive Director of Agency. It shall be the Consultant's responsibility to keep the Contract Officer fully informed of the progress of the performance of the services and Consultant shall refer any decisions which must be made by Agency to the Contract Officer. Unless otherwise specified herein, any approval of Agency 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 Agency to enter into this Agreement. Therefore, Consultant shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the Agency. In addition, neither this Agreement nor any interest herein may be assigned or transferred, voluntarily or by operation of law, without the prior written approval of Agency. 4.4 Independent Contractor. Neither the Agency 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 herein. Consultant shall perform all services required herein as an independent contractor of Agency and shall remain at all times as to Agency a wholly independent contractor 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 Agency. Consultant shall be solely responsible for compliance with State and Federal Law with respect to the wages, hours, benefits, and working conditions of its employees, including requirement for payroll deductions for taxes. Employees or independent contractors of Consultant are not Agency employees. 5. INSURANCE / INDEMNIFICATION 5.1 Insurance. A. Consultant shall maintain in full force and effect during the term of these Agreement policies of commercial general liability and automobile liability insurance (each of which shall include property damage and bodily injury) and each with limits of at least $1,000,000 combined single limit coverage per occurrence. 180912.1 4 RDA CA 2/2007 B. Consultant shall maintain in full force and effect during the term of this Agreement a policy of professional liability insurance coverage with limits of at least $1,000,000 combined single limit coverage per claim or per occurrence. If Consultant provides claims made professional liability insurance, Consultant shall also agree in writing either (1) to purchase tail insurance in the amount required by this Agreement or to cover claims made within five (5) years of the completion of Consultant's service under this Agreement, or (2) to maintain professional liability insurance coverage with the same carrier in the amount required by this Agreement for at least five (5) years after completion of Consultant's services under this Agreement. Consultant shall also provide evidence to the Agency of the purchase of the required tail insurance or continuation of the professional liability policy by executing the attached Letter Agreement on Consultant's letterhead. C. Consultant shall carry and pay for such workers' compensation insurance as is required fully protect Consultant and its employees under California Worker's Compensation Insurance Law. The insurance company shall agree to waive all rights of subrogation against the Agency for losses paid under the policy, which losses arose from the work performed by the named insured. D. Other applicable insurance requirements are: (1) Name the Agency, its officials and employees as an additional insured on the commercial, general and automobile policies. (2) The insurance shall be issued by a company authorized by the Insurance Department of the State of California and rated A, VII or better (if an admitted carrier) or A-, X (if offered, by a surplus line broker), by the latest edition of Best's Key Rating Guide, except that the Agency will accept workers' compensation insurance rated B -VIII or better or from the State Compensation Fund. (3) The Insurance shall not be cancelled, except after thirty (30) days written prior notice to the Agency; and (4) The commercial general and automobile liability insurance shall each be primary as respects the Agency, and any other insurance maintained by the Agency shall be in excess of this insurance and not contribute to it. E. Upon execution of this Agreement, Consultant shall provide to Agency certificates of insurance and insurer endorsements evidencing the required insurance. Insurer endorsements (or a copy of the policy binder if applicable) shall be provided as evidence of meeting the requirements of Subsections (1), (3) and (4) of Section D above and the waiver of subrogation requirement in Section C above. If self- insured for worker's compensation, Consultant shall submit to Agency a copy of its certification of self-insurance issued by the Department of Industrial Relations. 5.2 Indemnification. The Consultant shall defend, indemnify and hold harmless the Agency, its officers and employees, from and against any and all actions, suits, proceedings, claims, demands, losses, costs, and expenses, including legal costs and attorneys' fees, for injury to or death of person or persons, for damage to property, including property owned by Agency, arising from errors and omissions of Consultant, its officers, employees and agents, and arising out of or related to Consultant's performance under this Agreement, except for such loss as may be caused by Agency's sole negligence or that of its officers or employees. 180912.1 5 RDA CA 2/2007 The Consultant shall also defend, indemnify and hold the Agency harmless from any claims or liability for Agency health and welfare, retirement benefits, or any other benefits of part-time or fulltime City employment sought by Consultant's officers, employees, or independent contractors, whether legal action , administrative proceeding or pursuant to State statue. 6. 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 properly 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 Agency and shall be delivered to Agency 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 Agency of its full rights or ownership of the documents and materials hereunder. Consultant may retain copies of such documents for its own use. Consultant shall have an unrestricted right to use the concepts 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. 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 Orange, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit 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 therefor. The injured party shall continue performing its obligations 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 (30) 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 Agency 180912.1 6 RDA CA 2/2007 may take immediate action under Section 7.6 of this Agreement. 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 non -defaulting party on any default shall impair such right or remedy or be construed as a waiver. No consent or approval of Agency shall be deemed to waive or render unnecessary Agency'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 any other default concerning the same or any other provision of this Agreement. 7.4 Rights 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, a declaratory judgment or any other remedy consistent with the purposes of this Agreement. 7.6 Termination Prior to Expiration of Term. The Agency 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. 7.7 Termination for Default of Consultant. If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, Agency may take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated, provided that the Agency shall use reasonable efforts to mitigate damages, and Agency may withhold any payments to the Consultant for the purpose of set-off or partial payment of the amounts owed to Agency. 7.8 Attorneys Fees. If either party commences an action against the other party arising out of or in connection with this Agreement or it subject matter, the prevailing party shall be entitled to recover reasonable attorneys' fees and costs of suit from the losing party. 180912.1 7 RDA CA 2/2007 8. AGENCY AND CITY OFFICERS AND EMPLOYEES; NOW DISCRIMINATION 8.1 Non -Liability of City Officers and Employees. No officer or employee of Agency or City shall be personally liable to the Consultant, or any successor -in -interest, in the event of any default or breach by the Agency 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 or segregation in the performance of or in connection with this Agreement regarding any person or group of persons on account of race, color, creed, religion, sex, marital status, national origin, or ancestry. Consultant shall take affirmative action to insure that applicants and employees are treated without regard to their race, color, creed, religion, sex, marital status, national origin, or ancestry. 9. MISCELLANEOUS PROVISIONS 9.1 Notice. Any notice, demand, request, consent, approval, or 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 forty- eight (48) hours from the time of mailing if mailed as provided in this Section. To City: TUSTIN COMMUNITY REDEVELOPMENT AGENCY 300 Centennial Way Tustin, CA 92780 Attention: Assistant City Manager (Contract Officer) To Consultant: 9.2 Integrated Aqreement. 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. 180912.1 8 RDA CA 2/2007 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. IN WITNESS WHEREOF, the parties have executed this Agreement as of the dates stated below. Dated: APPROVED AS TO FORM: Doug Holland City Attorney "City" & "Agency" CITY OF TUSTIN & TUSTIN COMMUNITY REDEVELOPMENT AGENCY go William A. Huston Executive Director/City Manager or Christine Shingleton, Assistant City Manager "Consultant" FIELD PAOLI By: Name_ Title By: Name Title SARDA\Consultants RDA\RDA Consultant Services, MASTER, 8-07.doc 180912.1 9 RDA CA 2/2007 EXHIBIT "A" SCOPE OF SERVICES Attached hereto is: 1) City/Agency Request for Proposal -Scope of Services 180912.1 10 RDA CA 2/2007 Request for Proposal for Consulting Services Preparation of Concept Plans for the Neighborhoods of Tustin Town Center including: Market Analysis Preparation of three Neighborhood Concept Plans Feasibility Testing of Potential Projects Preparation of an Implementation Strategy Proposals to be Submitted no later than: July 18, 2007 at 5:00 p.m. Location, Delivery, or Mailing of Submission: Tustin Community Redevelopment Agency 300 Centennial Way Tustin, CA 92780 I. Introduction The City is soliciting professional consulting services for the preparation of a "Refined Market Analysis and Neighborhood Concept Plans" for Tustin Town Center. The Consultant's assignment is a follow-up to a ULI Advisory Services Panel conducted in 2006 and the subsequent work program adopted by the City Council in April 2007. The five-day ULI panel was asked by the City Council to provide input on regulatory policy enhancements that would empower and energize the private sector to find market-driven solutions for three neighborhoods in the central and southwestern portions of the City. The neighborhoods, identified in the ULI report as, Center City, Southern Gateway, and West Village are older portions of the City which were substantially built -out by the late 1970's. As these neighborhoods have aged, problems have developed resulting from overcrowded housing, a lack of open space, and deteriorating building conditions. The ULI Panel studied the issues and framed recommendations based on the City's desire to not use eminent domain and to use creative regulatory techniques, including but not limited to overlay districts. The ULI Panel was also asked to provide solutions to traffic and crime problems. The conclusions of the ULI Panel were based on market potential, planning and design, and development and implementation strategies. ULI Panel recommendations included re -thinking of residential densities, mixed use development and suggested approaches to the planning and development process that would make Tustin more competitive in the marketplace. As a result of the ULI ' report not all of the recommendations from the ULI Advisory Report were believed appropriate by the City. In addition, before adopting detailed implementation mechanisms, City staff strongly believed that important questions still needed to be answered such as what will drive the type of land uses and densities that might be recommended for a neighborhood. In summary, the Consultant's scope of work will be to: 1. Prepare a refined market analysis using secondary data for the ULI Panel combined study area as identified on Exhibit A to this RFP. 2. Community Outreach and preparation of neighborhood concept plans for each priority neighborhood phase identified on Exhibit A (see further discussion in the RFP regarding the level of information to be developed during this process). 3. Conduct feasibility testing for plausible prototypical uses projects identified in the concept plan process. 4. Prepare Implementation Work program for the priority phases only (actual preparation of General Plan, major zoning or overlay zoning modifications including more refined and development standards and any necessary Tustin Town Center — RFP for Market Analysis and Neighborhood Concept Plans environmental impact analysis and documentation, including identification of financial resources would be a separate scope of work). The Consultant and/or Consultant Team responding to this Request for Proposal are expected to have extensive experience in planning and urban design, traffic engineering and infrastructure testing, market analysis and real estate finance, and community outreach. The Appendices to this Request for Proposal (RFP) references including the Briefing Book provided to the ULI Panel (a full copy will be provided to the selected Consultant), the ULI's Advisory Panel Report (attached to this RFP), references to the General Plan and Zoning Code, and actions taken by the City Council in adopting the work program. 11. Consultant Assignment and Work Plan Objectives The scope of work is to be conducted in phases and will require the Consultant and/or Consulting Team, at a minimum, to perform the following: 1. Market Analysis — Task 1 The Consultant is to prepare a refined market analysis, based on secondary data, for the ULI panel combined Study Area as identified on Exhibit A. The analysis will need to identify market trends that are anticipated to impact the area, assess existing and future supply and demand by use. It is intended to be an update and an enhancement to the background information prepared for the ULI Advisory Panel and the subsequent ULI report. Because the three neighborhoods are in close proximity to each other and have similar uses, an areawide market study is thought to be the most appropriate because of the similarity in uses. Deliverable(s): Submission of a seven (7) hard copies and one electronic copy of the draft and fifteen (15) copies of final Market Analysis report including one original and one electronic copy ( including salient supporting evidence and data used in completing the report, a draft and final summary of findings as they relate to the combine study area and affected individual priority neighborhood phases for use at public meetings is also necessary. Time Frame for completion: The first drafts (report and summaries for each priority neighborhood phase) are to be submitted no later than 90 days from the execution of the agreement. In addition, during preparation of the market analysis, market consultant team member shall be required to coordinate with the member of the Consultant team preparing the individual neighborhood concept plans so that the comprehensive work can overlay in a more efficient and timely manner. The City will review and provide comments within 10 working days with final redrafts to be submitted no later than 120 days from the execution of the agreement. If a more expeditious schedule can be accomplished by Consultant, please identify such time frame for document completions. Tustin Town Center — RFP for Market Analysis and Neighborhood Concept Plans 2 Meetings: Consultant should be prepared to meet with City staff to refine the scope of work, to present preliminary findings and discuss any deficiencies that need to be addressed, after the initial draft is completed to resolve any City comments on the documents, and as necessary prior to production of the final document. Consultant shall be required to make at least two public presentations summarizing the analysis as requested by the City. Additional meetings or presentations may be required during the community outreach process. 2. Community Outreach and Preparation of Three Neighborhood Concept Plans — Task 2 for Center City (2a), Southern Gateway (2b), and West Village (20 priority neighborhoods The scope of work of these tasks involve the preparation of neighborhood concept plans for each priority neighborhood phase identified on Exhibit A (the highest priority phase, Center City shall be initially completed—followed by Southern Gateway and the West Village). Preparation of the individual concept plans by the Consultant will need to involve a community outreach program; City staff will coordinate closely with and assist the Consultant with the community outreach element of this task. The Consultant should be prepared to have no less than two public meetings or design Charettes in each neighborhood (one involving identification of areas of opportunity including review and feedback on alternative approaches and one on presentation of the Draft Concept Plan); however, additional meetings may be necessary. The Consultant should also be prepared to present the final draft concept plan to the public at a workshop or public meeting with the Planning Commission and City Council. Additionally, the Consultant shall take into consideration the following in preparation of individual Concept Plans: Task 2a: On the Center City concept plan focus by Consultant shall be on preparing alternatives and a final concept plan to include: Tustin High as a residential site and the Red Hill, El Camino, and Newport Avenue corridors (the "Major Center City Corridors"); opportunities for intensifications; identification for sites for development, redevelopment, and/or acquisition by the private or public sector for new development, or for parks, open space, neighborhood amenities, and other improvements; improving the quality of uses and improvements along the Major Center City Corridors. The product shall include identification of specific sites and ranking of sites critical for redevelopment. Task 2b: On the Southern Gateway concept plan focus by Consultant shall be on preparing alternatives and a final concept plan for improving the quality of uses and improvements along Newport Avenue and McFadden (Major Southern Gateway Corridors); identification of sites for development and/or acquisition by the private or public sector for new development/ /redevelopment, or for parks, open space, neighborhood amenities and/or for improvements to circulation; review of Sycamore and Tustin Town Center — RFP for Market Analysis and Neighborhood Concept Plans Mc Fadden entries to the neighborhood, and; other incremental improvements to improve the quality of the existing neighborhood. Task 2c: On the West Village concept plan focus by Consultant shall be on preparing alternatives and a final concept plan for improving the quality of uses and improvements and improvements along McFadden and along Tustin Village Way adjacent to the SR -55 Freeway (Major West Village Corridors); identification of sites for development and/or acquisition by the private and public sector for new development/redevelopment, or for parks, open space, neighborhood amenities and/or for improvements to circulation, and; other incremental improvements to improve the quality of the existing neighborhood. The product shall include identification of specific sites and ranking of sites critical for redevelopment. Deliverable(s): Individual Concept Neighborhood Plans shall be for the three priority neighborhood phases: Center City (Task 2a), Southern Gateway (Task 2b), and West Village (Task 2c). Consultant shall prepare presentation exhibits and as necessary handouts for public community outreach meetings demonstrating the context and background of each neighborhood and identification of potential broader concept alternatives.. The draft and final concept plan products shall include exhibits of the area(s), narrative discussions and standards including any exhibits necessary to demonstrate the proposed concept plan framework. The report shall largely be urban design oriented based on market analysis and shall have also tested the market and feasibility of particular land use uses/products or sites, traffic and infrastructure capacity of alternatives being considered and any proposed final plan, including necessary accommodation of adequate parking. [NOTE: Section IV contains an example of a "Scope of Work" indicating the items that need to be addressed as part of the study.] City staff shall be provided with seven (7) copies of an internal draft Concept Plan including one electronic copy and 15 copies of a final draft including one original hard copy and one electronic copy. City staff shall also be provided with copies of all public presentation materials developed by Consultant. Time Frame for completion(s): Consultant will be given a separate notice to proceed on preparation of each priority neighborhood concept plan. The initial draft concept plans for each neighborhood will need to be delivered no later than 90 days from the day the notice to proceed is given by the City. This time schedule is expected to include the two public meetings with each neighborhood. The final draft shall be submitted within 30 days after any specific direction provided from City staff (approximately 120 days from execution of the Consultant agreement). Meetings with City Staff: The Consultant should be prepared to meet with City staff, as requested, in the preparation of the Concept Plans. Tustin Town Center - RFP for Market Analysis and Neighborhood Concept Plans 4 Community Outreach and Public Presentations: The Consultant should be prepared to conduct Charettes for each neighborhood and make presentations as identified above. 3. Prototypical Feasibility Testing — Phases 3a, 3b, and 3c During the process of preparing individual concept plans for priority neighborhoods, the Consultant based on the market analysis and further real estate analysis shall conduct feasibility testing for prototypical products and uses identified in agreement with City staff during the conceptual planning process. The prototypical testing shall be based on uses and/or sites identified for potential development for each of the neighborhood concept plans. The testing within each neighborhood will take into consideration potential uses and prototypical products which could include lot consolidations or parcel re -configurations. Deliverable(s): The product of the tests for each use, prototypical product and/or shall include a technical memorandum to include a narrative describing the assumptions in the feasibility model and the spreadsheet model, and findings and results of the feasibility testing. Five copies of the draft technical memorandum and an electronic copy of the draft and any spreadsheet model shall be provided with all back-up assumptions. Five copies of the final technical memorandum with one original and one electronic copy of the final and any final spreadsheet model shall be provided. Time Frame for completion(s): The first draft of the prototypical tests shall be prepared during the preparation of the neighborhood conceptual plans and prior to the production of the draft concept plan. Once reviewed by City staff, the final technical memorandum and any revisions to the modeling shall be finalized prior to completion of a final concept plan for each priority neighborhood. Meetings: Consultant should be prepared to meet with City staff, as requested, to discuss and obtain direction on the set of uses, prototype products or sites to be examined during the preparation of the Concept Plans. The Consultant should anticipate participating in the community outreach process and presentations to the Planning Commission and City Council. 4. Implementation Strategy Recommendations (Task 4) Based on the Market Analysis, the Neighborhood Concept Plans and the Prototypical Feasibility Testing, Consultant shall prepare a Implementation Strategy for the priority phases only (actual preparation of General Plan, major zoning or overlay zoning modifications including more refined development standards and any necessary environmental impact analysis and documentation, including identification of financial resources would be a separate scope of work and not part of the Strategy). Deliverable(s): The submission of a first draft Implementation Strategy for each Neighborhood, and a final draft in the form of Technical Memorandums. Seven (7) copies of the draft shall be provided with one electronic copy and 15 copies of the final along with one original and one electronic copy. Tustin Town Center — RFP for Market Analysis and Neighborhood Concept Plans 5 Time Frame for completion(s): A first draft of each neighborhood Implementation Strategy shall be submitted to the City within 15 days following the submission of the first draft of the neighborhood Concept Plans, the final draft of the Implementation Strategy shall be submitted with the final draft concept plan tll. Background Information Tustin is located in the geographical center of Orange County bordered by the cities of Santa Ana on the west, Irvine on the south and east, and a large unincorporated area on the north. With approximately 71,000 people, Tustin is one of the fastest growing cities in the county because of the development of Tustin Legacy, a former Marine Corps Air Station, that was closed in 1999. Since the transfer of the base to the City in 2001, Tustin Legacy has experienced rapid growth with the addition of approximately 2,100 residential units and over 1.0 million square feet of retail space. Currently, Tustin is in the midst of a transformation from a suburban community to an increasingly urban city. The neighborhoods studied by the ULI Advisory Panel and referenced in this RFP are older areas of the city with high concentrations of rental housing. The neighborhoods, located within close proximity of each other, are located in the central and southwestern portions of the city. All the neighborhoods are bordered by I-5 and/or SR -55, and are at or near the interchange connecting these two freeways. One of the busiest interchanges in Orange County. Additionally, these freeways have been barriers that have an impact in defining the boundaries of these neighborhoods. A detailed briefing book or pdf of the briefing book shall be provided to each of the proposing Consultant's expressing interest. This briefing book is the same one furnished to the ULI Advisory Panel in 2006 as background information. A summary description of the neighborhoods is listed below. Brief Description of the Neighborhoods • Center City, containing 210 acres, is located between Sixth Street and San Juan Avenue on the north, Browning Avenue on the east, and El Camino Real and I-5 on the south and west. It is comprised of a mixture of low-density single-family homes, strip retail, garden office, public institutional, and light -industrial uses. Most of the development in this area was built -out during the 1960's and 1970's. • Southern Gateway, is located east of SR -55, south of I-5, west of Red Hill Avenue and north of the current southern terminus of Newport Avenue. This area primarily contains multi -family residential units that were constructed in the 1960's and 1970's. Strip retail fronts onto Newport Avenue. • West Village, is located west of SR -55 between McFadden Avenue on the south and Main Street on the north. This area contains a mixture of large-scale and small-scale multifamily residential unites and three manufactured home communities. The Tustin Town Center — RFP for Market Analysis and Neighborhood Concept Plans 6 development in this area is of 1960s and 1970s vintage. There is limited retail on the southeastern border adjacent to McFadden Avenue. IV. Proposal Submission Requirements The Consultant's response to this proposal should at a minimum address the following: Understanding the Assignment The Consultant will need to demonstrate an understanding of the City's purpose and objectives in this assignment by submitting, as part of the proposal, an outline for a Scope of Work that is consistent with the "Consultant Assignment and Work Plan Objectives" as shown in section II of this RFP. The purpose of the Scope of Work is to indicate how the Consultant proposes to approach the assignment. What follows is an example of a "Scope of Work". This is only an example and is intended only as a guide for the proposing Consultants. Even though the example can be used as a template, a proposing Consultant will not be penalized if they develop a Scope of Work that more effectively, or efficiently addresses the assignment, particularly given time constraints. Examyle of Scope of Work 1. Refined Market Analysis (Task 1) • Purpose o Assess market conditions and trends, and supply/demand by use o Conduct feasibility testing to assess support for the following uses and the best places for them in the each Neighborhood. Uses to be Analyzed ■ Residential — Ownership ■ Residential — Rental ■ Commercial — Consumer Retail ■ Commercial — Service including Medical Uses 2. Concept Plan Process (Task 2a,2b,2c) • Consultant's confirmation of existing data, conditions, and trends including performance by Consultant of any of their own data gathering o The Study Area -identification of the boundaries of each priority neighborhoods (Center City, Southern Gateway and West Village o Area Context -or in other words a soft and hard analysis of issues in each neighborhood • Existing Land Uses and Patterns/Product Types • Design Character • circulation, linkage systems, infrastructure, parking issues linkages, etc. • Development trends in the area Tustin Town Center — RFP for Market Analysis and Neighborhood Concept Plans 7 o Identification of Constraints and Opportunities • Preparation of preliminary neighborhood concept land use alternatives for discussion and community outreach feedbacks. The level of detail at this stage is very broad and would include any alternative approaches to land use types, products, any identified priority focus areas, etc. • Preparation of Draft Concept Plans o Area Plan (one for each area — Center City, Southern Gateway, and West Village) o General Site Design Guidelines (Examples) ■ General Building Placement ■ Neighborhood Layout ■ Setbacks and maximum building heights ■ Density/FAR ■ Any modifications to Infrastructure, circulation corridors or patterns, resolution of parking issues ■ Major Open Space ■ Access and Connectivity including enhancements along major corridors for improved image for each Neighborhood ■ Public Amenities ■ Signage o Building Design Guidelines ■ General Development Typologies and Uses (based upon identification of prototypical sites or uses) ■ General Architectural Design Guidelines ■ Identification of Significant Areas of Opportunity or focus- using lot consolidation and lot configuration, and other approaches for the three neighborhood priority areas • Community Outreach Process o Conducting the Community Outreach Meetings and/or Charettes o Presentation of Draft Neighborhood Concept Plans o Presentation of Final Concept Plans to Planning Commission/City Council • Meetings/or Conference Calls with Consultant o Introductory Meeting (Internal) ■ Discuss goals and objectives ■ Discuss dynamics of the planning process ■ Outline general principles of planning and design ■ Discuss Schedule o The Public Meetings Process or Charettes (Public) ■ Identification of Areas of Opportunity • Development of Alternative Approaches o Review of Draft Plan (Internal) o Presentation of Draft Plan to public within each Neighborhood o Presentation of Final Concept Plan to Planning Commission/ City Council (public meeting). 3. Feasibility Assumptions and Prototypical Testing (Task 3a,3b,3b) Tustin Town Center — RFP for Market Analysis and Neighborhood Concept Plans 8 Based upon an agreed upon list of sites and/or uses identified during the planning process for each Concept Plan, feasibility testing will be conducted based upon the following: • Supportable Sale Prices or Rents as applicable • Identification and Analysis of Competing Products or Developments • Absorption Analysis for each Product, Use, or Site identified • Projected Buyer or Tenant Profile • Recommended Amenities and Services • Assumptions and Limiting Conditions • Cost of Development o Hard Costs o Soft Costs o Land Acquisition o Displacement/relocation costs(if acquiring new existing improvements) • Potential Revenue • Conduct sensitivity testing to determine the feasibility of prototypical projects using market rate assumptions and any requirements for accommodating affordable housing within portions of each neighborhood priority area within a Redevelopment Project Area • Conclusions and Recommendations o Feasibility of market rate and affordable housing development and any recommended uses/development site identified including mixed use products. o Recommendations to encourage appropriate development under market conditions 4. Next Step — Recommendations For Implementation (Task 4) General recommendations on items such as any necessary General Plan or Zoning Modifications to implement program. Consultant shall prepare an Implementation Strategy for the priority phases and each neighborhood concept plan area (actual preparation of General Plan, major zoning or overlay zoning modifications including more refined development standards and any necessary environmental impact analysis and documentation, including identification of financial resources would be a separate scope of work and not part of the Strategy). Additional recommendations might include o Immediate priorities o Recommended time line of actions with interrelationships o Organization and management recommendations o Financial Strategies o Intermediate and long term objectives o inter jurisdictional coordination Consultant and/or Consulting Team The Consultant and/or Consultant Team will need to be provide the following information on the team members. Tustin Town Center — RFP for Market Analysis and Neighborhood Concept Plans 9 • Identification and information on background of the Consulting Team members, project leads in each of the disciplines, the lead firm, and the team leader responsible for the overall assignment. • The Consultant will need to demonstrate extensive experience (examples of work performed in similar project to the one described in this RFP should be provided). • The Consultant will need to demonstrated that insurance requirements specific to the City can be met. Fee Schedule The Consultant will need to provide a fee schedule indicating the proposed costs for each of the tasks and phases, inclusive of the minimum number of meetings and community outreach identified in the proposal. Consultant shall assume that all community meetings are a minimum of 2 hours, with meetings with City staff not exceeding 1.5 hours. Consultant may also identify an hourly rate for any additional meetings, hours for meetings and changes in the scope of work. Each task and line item including meetings and community outreach should be shown separately. V. Contact Information, Due Date for Response, and Additional Reference Materials • Contacts Those interested in obtaining additional information may contact either of the following: John Buchanan, Redevelopment Program Manager City of Tustin 300 Centennial Way Tustin, CA 92780 Telephone: 714.5 73.3124 E -Mail: jbuchanan�ic ,,tustinca.or� Christine Shingleton, Assistant City Manager (same address as above) Telephone: (714) 573-3107 E -Mail: cshingleton@tustinca.org • Due Date and Selection Process Seven (7) hard copies of the proposal and a PDF file of the proposal must be submitted by no later than 5:00 p.m. on July 18, 2007. Failure to submit the materials and copies as requested or failure to submit within the scheduled date for submission may eliminate the proposing Consultant from being considered. Each consultant's proposal will be Tustin Town Center — RFP for Market Analysis and Neighborhood Concept Plans 10 reviewed by the City. Based on the review process, the Consultant may be invited to an interview. • Additional Information Exhibit A is enclosed which is a depiction of the priority neighborhood concept phases. Also enclosed is Exhibit B which is a copy of the ULI Advisory Services Panel Report entitled "Tustin, California: Evaluation of Infill Development Opportunities". Other information is available upon request, with any cost borne by Consultant, as indicated under "Contacts". A. ULI Briefing Book (hard copy or PDF) B. On-line Linkage References i. City of Tustin ii. Municipal Code iii. General Plan Tustin Town Center — RFP for Market Analysis and Neighborhood Concept Plans 11 EXHIBIT A Tustin Town Center — RFP for Market Analysis and Neighborhood Concept Plans EXHIBIT B Tustin Town Center -- RFP for Market Analysis and Neighborhood Concept Plans r DUB Th 5 TREE I 16 FIRST 15. ►_. O ,� i.4 I� I, !I , ;i Santa ULI Study Areas 1 ##'w ,, ' • ff/ �West Village f Center City Southern Gateway Combined Study Area ► l ���vi CI Priority Phases Attached hereto is: 1) Consultant Proposal 180912.1 11 RDA CA 2/2007 461S Aj Ij V4. tog., .1 a , IV, 4mil AWLtty Joe [,-,I-ol)os,,Il for the 'Ristill IA",edc,),;-elo,pn-ient Aoctio, C M it -l -c -t Aiwlys* I Ncighbol-hood C Plans F I I I I PAO L I 0 A TABLE OF CONTENTS TAB 1 COVER LETTER/EXECUTIVE SUMMARY TAB 2 UNDERSTANDING/SCOPE OF SERVICES TAB 3 CONSULTANT TEAM INFORMATION • Background Information with Relevant Experience • Insurance Requirements TAB 4 FEE SCHEDULE • Fee • Standard Hourly Rates CITY OFTUSTIN TTustin Town Center -Market Analysis and Neighborhood Concept Plans 7f •z July 18, 2007 Christine Shingleton Assistant City Manager City of Tustin 300 Centennial Way = Tustin, California 92780 Subject: Proposal for Consultant Services: Preparation of Concept Plans for THE NEIGHBORHOODS OF TUSTIN TOWN CENTER For the Tustin Community Redevelopment Agency Dear Christine and Members of the Evaluation Panel: ' Field Paoli is pleased to submit a proposal for Preparation of Concept Plans for the Neighborhoods of Tustin Town Center for the Tustin Community Redevelopment Agency. Our team of Field Paoli (FP) and Keyser Marston Associates (KMA) looks forward to working with the City and representatives of the Town Center neighborhoods. We are interested in the project, very experienced in the kind of work involved, and committed to perform the services requested. The Field Paoli team is very qualified in the tasks that are essential for the preparation of Concept Plans, including market analyses, preparation of neighborhood concept plans, community outreach, design guidelines, feasibility testing, and implementation strategies. Field Paoli has worked together with Keyser Marston on similar projects in cities and neighborhoods throughout California. Other consultants could be necessary to include in the preparation of the study and in particular, transportation, traffic and parking. The Field Paoli team has worked with many transportation engineers and we have included the qualifications of Fehr & Peers in this proposal, with whom we have worked in many cities. We are open to working either with Fehr & Peers on our team, or with another transportation consultant of the City's choosing. Other sub -consultants could be included as resources to the team, including civil engineering, cost consulting and possibly code consulting. We have included a budget allowance for the services of consultants that would be in addition to the team of Field Paoli and Keyser Marston Associates. -4 The Field Paoli team is uniquely qualified for this project. Our experience working with both the private and the public sectors has given us an understanding of the different priorities and constraints that shape decision-making in both realms. Our team's experience in the fields of urban design, architecture, economics, sustainability, design guidelines, community outreach, and feasibility analyses, has given us extensive knowledge of what it takes to create successful neighborhood plans and urban design projects. Field Paoli prides itself on both our urban design and built work, which we have performed for numerous cities and with communities throughout California and the West. A Architecture 150 California Tel. 41, 5. 788. 6606 7th Floor San Francisco Fax, 415. 788. 6650 California 94111 www.fieldpaoli.com 4 Letter to Christine Shingleton Proposal for The Neighborhoods of Tustin Town Center July 18, 2007, Page 2 We look forward to the opportunity to work with the Tustin Community Redevelopment Agency on this exciting project. I will be the Principal -in -Charge of the project, Gerry Trimble will lead KMA, and together we have assembled a great team in our two firms. If there are interviews, our team looks forward to the opportunity to meet with you and the interview panel to discuss our qualifications and the project in further detail. Please contact me anytime at 415-788-6606 x126 or at flf@fieldpaoli.com. Cc: John Buchanan, Redevelopment Project Manager, City of Tustin °1 �S p� k- { 4' 4 r r r r r_� s ` d n ....•x:•5 Y ,t4.: .. �.0 r .:�"- i�... u. s. -' . �.� ,:;: .: Pvr ;A' R �.�;� � S' y'. :.,: i. . , , • . - r..:..,. 5. =:F. , 1, .t ...:. "T �, .: ,. ,.r, ., .. _ ..... .,, _ a ».,. _.�: -.. A "; j: 1� zip, ErW _ ,Y ., „ .t:.x "f ♦.� .,.. .. ...v. '1 °.. .. 'd. N....,,: :...1 . _ .. .. ,. ,,. .. '..: - ,' .,. f .-��P ,t ��y, N1 5 Aw :ax, r w .,, .,. t.: .,_ �.t, nr � -..# a p..; �,. .`. ., ,-� •. - ,� = � rta � ,� #. ..� r :�� r ::: � ....: S ::a:•, . � _:.. y C ;, {t �+-ra r. .^ c ,. ,, : I _,:•: _ ,"`^`i ^, �4 'Y`� x k - �' f � .:. ., i :iv,. ,r x �:...tt,.v♦ _{t ;._ � ...1...:. ..1, .�.:.. K :..:... k't 'r. .✓ 1 ,. �',.. k, v>< .3: �t� ii. . ,.:. ,. I ,. ... tl.. :. .rirt..-r-.!rm. 4+'._ .,. ._.... .»'.. .. '�E S.M. ..,.. x.:y, ,.. 3`�-...°._ , ... -•: ';:. X.s .. .. t` �+� is.+ _ (" x : 4:Yf... ii 1.. # - xr, 1 '� 9"' j*,y m 4 f , ," ....,. '• _ 4 Y. ;�s-.4� 'h, [� ! f» 5` e-,5 _fi _ d q( Y A . b. +� f+': - ... 1 ;''�. a,�y;..E _.:u. F ,..:..r.. >i- � ..:lY. b .r: � �., � : � ,%.e^ ,t..y� , .aaX '"j � t ��-K '"' +Yt, .�•.". :k�9 1 �i'� f i.... .k '.'.a�:., .J6 �. := .. .°,, ���k ,�', tr-r+�,E. �.=:.t�`. �; ,. ..., ., ".: 3 _. n.. .y ::;, va,,,.. -»<F '. °+t tit, Sys r.. .2'_�. .. J:sY �t '„��'�?�' ,•i .. ,. 7. ,� ^;.,f .,,.�t-6 z,.. .:: ...x �w. a” � �; ,�,_$'••, is �':' 's S .�..zi i..:: a �',. '. �- �.+�f;.J .r7..�; s;+i.; °,', `:: :�'t �rx°:.u:R'�i a>�:. .xb, _�"a's;iw; 2� �� ¢a. .,#`,:, ._,Re >i.... 3r.• ea>„ _ .,. i r._.. ,..-., ".`.C�.: }: ,. 's''�-mE. »�§.�,,, rk [... ...mr.�rt,�", .�;au �-. �;�,a`� 4 3�s,�'S3_ .��a.�� � �_Y.: TASK 3 — COMMUNITY OUTREACH & PREPARATION OF CONCEPT PLANS FOR THREE NEIGHBORHOODS As stated in the Request for Proposal, Concept Plans will be prepared for three neighborhoods in the Tustin Town (;enter, with Center City being; completed first of the three: 3.a. Center Cite (including Old Town) 3.b. Southern (7atewaV 3.c. West Village Each of the neighborhoods has specific sites and projects upon which to focus. Two public outreach meetings will be conducted for each of the neighborhoods, the first to concentrate on area identifica- tion, opportunities and alternatives; the second on presentation and comment to the Draft Concept Plan. If more than m:,o meetings are necessary for any of the three neighborhoods, the Team will plan and budget extra meetings as appropriate and as approved by the Community Redevelopment Agency. After the Final Concept Plans for all three neighborhoods are completed, a presentation will be made to the Planning; Commission and City Council. Each of the neighborhood plans will include contextural information or the area, land uses, develop- ment character, systems and connections, general site design guidelines, and building; design guide- lines. Alternative directitms and approaches will be presented for discussion and preferred directions will be determined in the concept plan process. DELIVERABLES: Seven (7) copies, and one (1) electronic copy of the draft Concept Plans. Fif- teen (15) copies of the final Concept Plans, one (1) unbound original for reproduction and one (1) electronic copy. City staff shall also receive a copy of the presentation materials used in the public outreach meetings. MEETINGS: FP will run six (6) public community meetings, assuming two (2) for each of three (3) neighborhoods. Four (4) meetings with City staff are assumed for the FP Team in addition to the public meetings. Four (4) meetings are assumed and budgeted for this task by KNLA. One (1) pre- sentation to the City Council is budgeted. TASK 4 — PROTOTYPICAL FEASIBILITY TESTING In concert with Field Paoli, K1\fA will formulate a maximum of three (3) development prototypes that respond to market conditions identified in previous tasks and are based on the Concept Plans for the Neighborhoods. Field Paoli will provide site plan, floor plan and section sketches, to scale, with summary numerical information for areas and counts, for each of the development prototypes. The drawings and numerical summaries will provide a basis for KTNIA to prepare feasibility testing for the prototypes. f�LNIA will prepare financial pro formas to test the viability of development econom- ics. Each financial pro forma will include estimates of development costs, sales prices or rental rates, developer return, and supportable land value. Based on the financial pro formas, KlNfA will provide conclusions on the relative financial feasibility of each prototype development. DELIVERABLES: Five (5) copies of a draft technical memorandum with supporting tables and one (1) electronic copy. Five (5) copies of the final technical memorandum with supporting tables, one unbound copy for reproductions and one (1) electronic copy. MEETINGS: Two (2) meetings are budgeted for this task for both FP and KMA. In addition, two (2) presentations are budgeted for the Planning Commission and City Council. CITY OFTUSTIN 'Tustin Town Center - Market Analysis and Neighborhood Concept Plans TASK 3 — COMMUNITY OUTREACH & PREPARATION OF CONCEPT PLANS FOR THREE NEIGHBORHOODS As stated in the Request for Proposal, Concept Plans will be prepared for three neighborhoods in the Tustin Town Center, with Center Cite being completed first of the three: 3.a. Center City (including Old Town) 3.b. Southern Gateway 3.c. West Village Each of the neighborhoods has specific sites and projects upon which to focus. Two public outreach meetings will be conducted for each of the neighborhoods, the first to concentrate on area identifica- tion, opportunities and alternatives; the second on presentation and comment to the Draft Concept Plan. If more than two meetings are necessary for any of the three neighborhoods, the Team will plan and budget extra meetings as appropriate and as approved by the Community Redevelopment Agency. After the Final Concept Plans for all three neighborhoods are completed, a presentation will be made to the Planning Commission and City Council. Each of the neighborhood plans will include contextural information or the area, land uses, develop- ment character, systems and connections, general site design guidelines, and building design guide- lines. Alternative directions and approaches will be presented for discussion and preferred directions will be determined in the concept plan process. DELIVERABLES: Seven (7) copies and one (1) electronic copy of the draft Concept Plans. Fif- teen (15) copies of the final Concept Plans, one (1) unbound original for reproduction and one (1) electronic copy. City staff shall also receive a copy of the presentation materials used in the public outreach meetings. MEETINGS: FP will run six (() public community meetings, assuming two (2) for each of three (3) neighborhoods. Four (4) meetings with City staff are assumed for the FP Team in addition to the public meetings. Four (4) meetings are assumed and budgeted for this task by K-NfA. One (1) pre- sentation to the City Council is budgeted. TASK 4 — PROTOTYPICAL FEASIBILITY TESTING In concert with Field Paoli, KNfA will formulate a maximum of three (3) development prototypes that respond to market conditions identified in previous tasks and are based on the Concept Plans for the Neighborhoods. Field Paoli will provide site plan, floor plan and section sketches, to scale, with summary numerical information for areas and counts, for each of the development prototypes. The drawings and numerical summaries will provide a basis for Kl\fA to prepare feasibility- testing for the prototypes. KIMA will prepare financial pro formas to test the viability of development econom- ics. Each financial pro forma will include estimates of development costs, sales prices or rental rates, developer return, and supportable land value. Based on the financial pro formas, KNfA will provide conclusions on the relative financial feasibility of each prototype development. DELIVERABLES: Five (5) copies of a draft technical memorandum with supporting tables and one (1) electronic copy. Five (5) copies of the final technical memorandum with supporting tables, one unbound copy for reproductions and one (1) electronic copy. MEETINGS: Two (2) meetings are budgeted for this task for both FP and KNIA. In addition, two (2) presentations are budgeted for the Planning Commission and City Council. CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans TASK S — IMPLEMENTATION STRATEGY Based on the Market Analysis, the Neighborhood Concept Plans and the 1'easibility Testing, KNfA and the Team v% -ill review approaches for implementation appropriate to each Neighborhood and make recommendations to the Agcncy for the prioritN, phases of deN-elopment. The field Paoli Team will prepare an "Action Plan" containing; the following key components: • Recommended activities and programs • 0bjectives • Potential funding; sources • 0rganizational recommendations • Responsible parties (public, private, non-profit) • Suggested priorities • Pr<.,bable timetable. DELIVERABLES: Seven (7) copies of the Draft Implementation Strategy for each of the three Neighborhoods and one (1) electronic copy. Fifteen (15) copies of the Final Implementation Strategy, one original for reproduction purposes and one (1) electronic copy. MEETINGS: The Team assumes three (3) meetings are budgeted for this task, of which two (2) will be attended by KALA. CITY OFTUSTIN ? Tustin Town Center - Market Analysis and Neighborhood Concept Plans i N ii / t �A t- F h ."r '"WA t t f —00W i 0,00 AT town,k.:,xf Y+ X� 1, .' S. 2 i y A , Y A. P 4, M u YE�FF' iS �,. ?2 ,�"�zqt _ :i..•s� s u±R' 2n �` Y r 60"j- jownn! list!1 Mush W"' -r "e 4y b 4 A _ 4 >e. at:� J i �i '•'L, G _"-� Ton qWWO , Yy `SQj ` F .QENJUSS Aj ly th d a 1`� ! f % .d� _ f 4 1. r eL Wor A in � no A N Y ? J�1►/// .. KW LEAD FIRM INFORMATION FIELD PAOLI FIRM PROFILE field Paoli is a ?U person architectural and Urban design practice that focuses on place - making. AVe believe that architects and urban designers have a responsibility to create places that are not only aesthetically- distinctive but also help make our lives better by orchestrat- ing the quality of social interaction on site. ( )n all scales, from designing a small community center to a large mixed-use complex or the plan for a new communitN', we concentrate on creating great places that are architecturally distinguished and socially vibrant. Since our formation in 1986, Field Paoli has earned a reputation for architecture and urban design that respond to regional and environmental influences, respecting and expressing the par- ticular character of each community. Our work has been recognized for its inventiveness and pragmatism, with multiple awards from the Ur- ban Land Institute, the International Council Of Shopping (:enters, and the American Insti- tute of architects. It has also been published in major urban design, architecture and business magazines, such as Calan I alid, C=ontract, I A Arcbrlect, the Saul Vrancrsco Chronicle, and .tihoppiti Center "1'o�lay. Field Paoli's urban design services and port- folio include strategic plans and concepts for downtown and transit planning; development site plans; design guidelines and reviews includ- ing peer reviews of both architecture and ur- ban design projects; as well as developer inter- views and reviews. Our architectural portfolio includes retail, mixed-use complexes, libraries, community centers, educational facilities and housing, throughout the western united States. I.eadership, teamwork, research and innova- tion form the core principles of our work approach. As leaders and innovators in helping communities redefine themselves, a large part Of our urban design work includes strategic and visioning plans. This strategic planning tabes into account the myriad issues relating to land use, transportation, pedestrian cir- culation, economics, landscape and building design. ( )ur strategic plans ext=end to the scale Of the individual parcel/site, which we test for different development scenarios. We have produced downtown strategic plans for the cities of Anaheim, Fullerton, Long Beach, San Jose, and Flagstaff, A1, among others. We have also provided urban design services for cities as diverse as San Mateo, Santa Barbara, Napa, Glendale, Sunnyvale, Emeryville, Beverly Hills, Provo, t_Ttah and East Grand Forks, Minnesota. In a number of cases, we have been involved in writing design guidelines and reviewing projects for the client. (.)Lir retail and mixed-use projects include Paseo Nuevo in Santa Barbara, California, a do-\x-ntown, multi -block redevelopment, which combines high-end retail with office space and a performing and visual arts center. The design weaves Santa Barbara's historic buildings and passages with neNt- buildings, paseos and plazas. We also have completed a mixed-use downtown for Pleasant Hill, California. ( )ther mixed-use projects include: Beverly Canon, a retail/restaurant-office complex in the heart of Beverly Hills; and Victoria Gardens, a regional town center with shops, houses and a cultural center set in landscaped main streets, paseos and plazas in Rancho Cucamonga, California, which has won national awards for the Urban Land Institute and the International Council of Shopping Centers. CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans a i/ ( )ur successful built projects enable us to approach urban design issues from a practical perspective. These projects not only achieve community acceptance for future development, but also address the practical issues of infra- structure, access, and constructabilit_N, that are essential to meet a city's needs for public and private development. In each of our projects we place an emphasis on the design of social public spaces and the enhancement of building design through careful consideration of the user's social patterns. We research and design plans and protot}-pes that create vibrant public places in the social and commercial hearts of cur cities. Many of c,ur projects include retail, Office, entertainment, housing, libraries and community/recreation facilities, which respect and express the essence of their environments The careful integration of these vital elements is crucial to the success of a development. r�ttent'on to detail and the quality of design have earned us numerous awards and broad public recognition. FIRM AWARDS • San Francisco Business Times Real Estate Deal c,f the Year, Best ,Mixed Use (Suburban), 2006, (1n Broadway • IIDA Northern California Chapter Honer Ayvards, i�ierit inward, 2007, L.afavette Veteran's Memorial Building • California Park and Recreation Society Award, 2006, Almaden Branch Library and Community Center • Urban Land Institute Award for Excel- lence, 2006, Victoria Gardens • 1CSC International Design and Develop- ment Award, 2006, Victoria Gardens • North Bay Business journal, Best Retail Project, 2006, Strawberr} Village • Santa Barbara Beautiful ,Award, Paseo Nuevo, 2006 • L.eague of ('alifornia Cities, Helen Putnam ;Award for Excellence, 2005, Veteran's Memorial Building • Beverly Hills Architectural Desitin ;Vvard, Crate & Barrel Stere, 2004 • Boston Societe of Architects Design Com- petition, Winninti E'ntry for \A'tstwoud Site, 2003 • ;AIA F1;ast Bay- "Out of the Bot for Unbuilt Projects" Design Awards,- 'Merit Award • SNIPS Founders Award For Excellence and Creativity and an Award ()f Honor, 2002 • F,nvision Utah 2001 Grand Achievement ,Award in Project Implementation, 2001 • Intermountain Cr,ntractor NIagazine, Best of 2001 • NAHB awards of Excellence, Merit Award, Retail, 2001 • Shopping (;enter `A()rld Magazine, SADI Award, 2001 • Pacific Cost Builders Conference Gold N ugget Award, (;rand Award 2000 • National ('ommercial Builders Council, 2001 Awards of Excellence 2000 • Pacific Coast Builders Conference Gold Nugget ,Award, Grand ,Award 1999 • A('I Intermountain Chapter, Award for Excellence in (,oncrete, 1999 • Shopping (:enter World Afagaline, SAD1 'ward 1999 • California Redevelopment Association, Downtown Redevelopment Llonor Award • Pacific C()ast Builders Conference Gold Nugget Award, Grand Award 1998 • Urban Land Institute (ULI) Tweno,-Five Year Award 1995 • AIA California Council Urban Design Honor Award 1993 the future of D l wra wr i enq Beath o being :�;rnded by the e;remrlory urban thF strategy for Development rA f feid P;:Oii awl the C,yenw Ra(hai-3 K,,%, f, D,irertoi, Redeveiopmenf ii*wiu of Lonq Re.irh CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans OUR MUNICIPAL CLIENTS Field Paoli has mane veai-s of working "'Ith mane cities, particularly' in California. Our clients 111CILILIC: (Jty of Analicil-11 ('1tv of Belmont City of B(:rk(:Ic\ (Jty of Beverly I lills (Jty of Brisbane ( " I ty of Concord 0ty of (:upert1t10 City of I)Llllljn (.:ItN' of Emen ville Cite of Flagstaff, AZ Cite of hrcniont Cite of Fullerton City of Glendale (Jty of Lafayette Cite of 1.ong Beach (Jty of Nlenlo Park Cite of :Millbrae ("Ity of Milpitas 0ty of Novato Cite of Ontario 0ty of Pleasant Hill 0ty of Rancho Cucamonga Cite of Roseville 0t\ of San Antonio, 'TX Cite of San Francisco Cite of San _lose ('It\ of San Mateo (:its of Sanit:()ga (:It\- of Sunn\�valc (:It\' Of 'fLt,tin Cite of Union 0tv (:it(:itt of Vallcio 0mity of Alameda Portland Development ("onimission Flagstaff Downtown Plan, Flagstaff, Arizona CITY OF TUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 6 SUSTAINABLE DESIGN EXPERIENCE Sustainable design, including Guidelines and their related certification process are being quickly adopted by public agencies as goals or even standards for new cleyelopment. Field Paoli has been actin°eli incorporating sustainable and energy-efficient design into our projects for several `ears. ( )ne third Of our design staff are I,1`1:D kccredited Professionals, including (ane. I_.in, a member Of our proposed project team. WC would \k,elcomc the opportunity to integrate sustainable design into our work with Tustin Northfield Stapleton Retail Center Denver, CO Fiiresl Cttt1)etelii�a�ent Three of 16 buildings ranging in size from 5,001) sf to 30,000 sf • 1.1 I D -CS Silver, Pilot Program, Awarded October. 2006 • Reuse of a decontaminated brownfield site • Stormwater control • Outdoor shading_ • Ccx)l roofs • Design guidelines require sustainably designed interior features using a LF:F�.D like system • W"'ater efficiency for both site & building shells • 1?nhanccd measurement • Verification of s` steins • Natural lighting • Resources reuse; rec\,cled content • Local materials Mayfair Community Center, San Jose, CA 06' of ,Sa/1 Jose 21,000 sf Community Center • In progress for LF F"D Certification; construction beginning summer 2007 • Sensitive orientation • Narrow cross section • Outdoor circulation and shading • Daylighting and deep]\ recessed ,vindows for shading • Thick vgalls with added insulation, lovv,-e glazing • Natural cress ventilatiOn • I.ow VOC emissions on interior paints, sealants, carpets, & composite woods • Water use reduction Martin Luther King Jr. Civic Center Berkeley, CA TaIN 1w NkOrc, i :I.5 rvrchirrrt i,lip of Bel'kcley 05,000 sf City Council and Administrative ( )ffices • 2001 Honor Award from Savings by Design for energy efficiency and intelligent design • Flisting building seismically upgraded and historic finishes restored • Operable windo-vs restored • Thermal mass for cooling • No air conditioning for five floors, using central fans, cross ventilation and four central air shafts • Abundant daylighting with photometric and occupancy Controls • Ene rg) management system Vineland Library San Jose, CA Clty q .Van Jose 24,000 sf I..ibrary • Design followed guidelines for 11,"F.D Silver certification • Recycled content in materials and finishes • Natural ventilation combined with high efficiency HVAC • 1�.stensive daylighting • Cool roof • Electric vehicle fueling statlOns • Bike parking / staff showers • Located adjacent to bus stop CITYOFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans tt� Whole Foods Market, San Jose, CA ll holt I.00dr 44,000 sf Retail In progress for 1.1:I'D (,crtificatittn; cur- rently in schematic design • Reuse t,f a decontaminated br(nvnfield site • (;1()se proximity to public transportation • Dense tleighborh(►od location • Reduced parking standards • Recvcled content • Extensive davlighting; • Nat Ural ventilation • ( )n site rm,'cr generation • Stori-mvater retention • kXrater efficient landscaping; • Low V( )(;-emitting; construction materials Belmont Library, Belmont, CA C,ily q1' bebaout 20,000 sf Library • Received PG&.F. Savings by Design rebate for energy efficiency • Building; sited to preserve existing grove of heritage oA trees • Operable windows for natural ventilation • Abundant davlighting, Including; clerestories and skylights • Recvcled content in materials and finishes • Located adjacent to bus stop • Alinimal parking; provided to encourage walking and public transit • Highlti- efficient mechanical system utilizing radiant heating at the high window wall Restaurant & Conference Facility, Genoa, NV Rob -Anderson, lead definer and prior to Fitld Pauli • \\'()n a Department of Energy award (1983) • Heated entirely by geothermal (including some of the cooking; equipment) • Used an indirect evaporative cooling system instead of air conditioning, which utilized a secondary airstream cooled by heat exchange with the primary evaporative system The Patios at Valencia Town Center Santa Clarita, CA lFf.�t/ir/rl (,011)01<<iiou :ldditi()n of R buildings ranging in ,i/e from 3,000 s f to 55,00) sf • Densification of it developed site • Dense and diverse neighborhood location • Sensitive solar ()rlentati()n • ( )utdoor circulation and shading, in lieu of ind(x►r mall environment • Outdoor shading via trees, building cano- pies and trellises • Connected to community pedestrian Paseo system • Connected to multiple bus lines • Hybrid vehicle preferred parking; • Bike parking; • Stortnwater management • Pervious paving at selected new parking; lots and pedestrian areas • FAIsting trees transplanted, and existing; landscaping protected. • Heat island reduction via tree planting; • Native and water -efficient landscaping; • \N ate r efficient irrigation system and weather tracking; capability • Building commissioning; • I',nhanced measurement and verification of IiVA(; systems • Waterless urinals Belmont Library, Belmont, CA CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans a KEY TEAM MEMBERS FRANK FULLER, FAIA, PRINCIPAL ROLE: PRINCIPAL-IN-CHARGE/TEAM LEADER Drank Duller, FAIA, will be the Principal - in -Charge and ream leader for this project. Frank will direct design, management and contractual obligations. Frank is an expert In creating streetscape and urban design projects that are attractive, functional and promote a high yualit� of life. Fle often works %vith cities with growing populations to orchestrate retail, residential and Office uses \vithin a district. Through his work with both public agen- cies and private developers, Frank has gained exceptional knowledge and skills in balancing beth groups' needs in the public realm. Frank's architectural work includes mixed-use projects for urban settings, retail and performance ven- ues. He is a Fellow of the 'American Institute of Architects and a member of the Urban Design Steering (:ornmittee of the American Institute of :-Architects, California (;o►uncil. HEIDI SOKOLOWSKY, ASSOCIATE AIA, BDB ROLE: PROJECT MANAGER A gifted urban designer who has won awards for her work in the L'nited States and Europe, Flcidi So�kolowsky is skilled at interpreting the public and private needs of a community into a flexible and durable frarnework for urban design and planning. In her role as day-to-day contact and project manager, Heidi will manage our project team, schedule and budget. She will also work on conceptualizing and refining our urban design and architectural guidelines, both as design and written documents. Heidi and Frank have collaborated on a new mixed-use urban district in Scottsdale, Arizona, as well as the C;reater Downtown Anaheim Guide for Development, and also an urban design project in Avondale, ;'Arizona. She has worked on many master plans, design guidelines and streetscape projects, including master plans for the F Iuntcrs Point Shipy and dcvelopmctlt in San Francisco, streetscape for the Vasona bight Rail Pro jcct in San lose, and Transit- ( )riented Development Guidelines for BART. Fler winning competition entre for Harvey Milk Plaza in the Upper %Lir -et area won the 200-5 AIA San Francisco Urban Design Award. Fleidi's last award was the 2()()? AIA Honor Award in Urban Design for the project "Zipper" in ( ldham, L IL, which proposed design ideas that address class and cultural issues in a Manchester, U l-� neighborhood with a large immigrant population. JANE LIN, LEED AP, SENIOR URBAN DESIGNER ROLE: SENIOR URBAN DESIGNER As a senior urban designer, Jane I.in will be involved xvith research and the conceptualizing and refining of design concepts. Jane brings refinement and vision to urban design b� simultaneousIV addressing public goals, sound urban design principles and site context in her work. Iter project experience includes streetscape for commercial districts and mixed use ncighborhoo►ds, as well as master plans and design guidelines. A LFFI)i Accredited Professional, Jane has held several research and outreach roles for sustainable design programs, most notable for the L`niversity of California's Chancellor's Committee on Sustainabilit , and at the Pacific Energy Center. ' �A Dublin Transit Center CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans FRANK LANNEAU FULLER, FAIA, PRINCIPAL PRINCIPAL-IN-CHARGE/TEAM LEADER RELEVANT PROJECTS Concord Downto%vn Redevelopment Strategy Plan, Concord, CA (:()ncc►rd Downtown Plan, Concord, CA Pleasant 1-1111 Fixed -Use To%vn Center, Pleasant Hill, CA I"I (:errito del Norte Mixed-L.'se Transit Village, F;l Cerrito, CA Anaheim Greater Downtown Plan, Anaheim, C,°1 Fullerton Downtown Strategy, Fullerton, CA Belmont Development I?nhancement, Belmont, CA Strategy for Greater Downtown 1_,ong Beach, Long Beach, CA kVillmore District Implementation Plan, long Beach, CA North Long Beach Neighborhood Plan, Long Beach, CA Lung Beach, Nest Gateway Urban -Design Plan, Lang Beach, C"A Paseo Nuevo, Santa Barbara, CA Flagstaff Downtown Plan, Flagstaff, AZ_. Belle Haven CotllnlllnitV Design Village Square Task Force Plan, San Lorenzo, CA Downtown San 1()se Strategv for Development, San dose, CA San dose South First Area (Sol A) Development Plan, San ,Jose, CA Santa Rosa Core Area Plan, Santa Rosa, CA INLodesto Redevelopment Area Master Plan, 1Nlodesto, C,=1 San Pablo Urban Design Plan, Emeryville, CA Santa Rosa (,ore Area Plan, Santa Rosa, CA Hercules 'Ii)wn (:enter; Transit Oriented ;\fixed -Use, Hercules, CA Nfission Bac Urban Design Plan, San Francisco, CA Downtown Ontario Development Strategy, Ontario, CA Glendale Downtown Plan, Glendale, CA Hiller Highlands Master Plan, Oakland, CA EDUCATION Bachelor of ,Arts, Princeton University, 1968 Master of architecture, University of California, Berkeley; 1973 Master of City & Regional Planning, L'C, Berkelev, 1976 PROFESSIONAL Registered Architect, California REGISTRATION AWARDS American Planning Associati()n Progressive Architecture International Downtown Association PROFESSIONAL Member, .American PlanningAssociation ACTIVITIES & Member, Urban Land Institute MEMBERSHIPS Visiting Lecturer, Department of Architecture, UC, Berkeley Alember, AIA California Council Urban Design Steering Committee Fellow, American Institute of Architects CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 10 s RELEVANT PROJECTS EDUCATION PROFESSIONAL ACTIVITIES & MEMBERSHIPS AWARDS HEIDI SOKOLOWSKY, ASSOC. AIA, BDB PROJECT MANAGER MASTER PLANNING One Scottsdale. Mixed se Development, Scottsdale, AZ Camelback Corridor, Scottsdale, AZ Triangle Master Plan Vest Sacramento, (:;A Commercial Development Plan and Design Guidelines, Port of Benicia, CA Hunters Point Shipyard Development, San Francisco, C:A Alliant International t'niversit} Nlaster Plan, San Diego, CA Letterman Interim Planning, The Presidia, San Francisco, CA Rancho San Antonio Development Plan, Albanv and Berkeley', CA Treasure Island Master Plan, San Francisco, CA California Pacific \,Icdical Center, Public V orkshops, San Francisco, CA DESIGN GUIDELINES (.Treater Downtown Anaheim Guide for DeN elopment, ,Anaheim, CA Easton New Community (former Aerojet Site), Sacramento, CA Transit -oriented Development Guidelines for BART, Bay ,Area City Car Share, San Francisco STREETSCAPE PLANNING Vasona bight Rail Project, San Jose, CA Miller Avenue Corridor Plan, N ill Vallee, CA The Presidio of San Francisco, Thornburgh Avenue, San Francisco, CA ARCHITECTURE SBC Park/ Baseball Stadium, Concourse Improvements, San Francisco, CA Loyola Hall, Santa Clara t; niversitti Law School, Santa Clara, CA t nited Commercial Bank, Tenant Improvements, San Francisco, CA Segafredo Cafe, Powell Street, San Francisco, CA Cinema 21, Chestnut Street, San Francisco, CA Dipl.Ing. Architektur (Alaster of architecture), university of Technology Darmstadt, German-, 1996 Associate 'Xle►nber, American Institute of Architects Member, San Francisco Planning and t'rban Research Association (SPt. R) Member, Associadon of German Architects (BDB) Board Member, city I SPAC:F. AIA San Francisco t'rban Design Award, 2016 AIA Flonor award in t'rban Design, 2007 San Francisco Prize Award, 2000 CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 1 JANE LIN, ASSOC. AIA, LEED° AP SENIOR URBAN DESIGNER RELEVANT PROJECTS TRANSIT AREA PLANS Milpitas Transit Area Plan, Milpitas, (:A Fairfield Station Area Plan, Fairfield, Cid I-lerculCs 1'0v% -n (:enter; Transit Oriented Mixed -Use, Hercules, CA CIVIC PLANS Anaheim Greater Downtown Plan, Anaheim, (:A .Alameda (:ounty Economic Development Plan Cite of Richmond Downtown Plan, Richmond, CA COMMUNITY CENTERS Nlat-fair Community (_:enter, Sari .Jose, (:A Yerha Buena (;hildren's (;enter, San Francisco, (;A UNIVERSITY CAMPUSES University of Nottingham in Malaysia University of (;alifornia Green Building Police Advocate Member, Chancellors (:omtilittee for SustainahilitN EDUCATION Bachelor of Arts in Architecture, U n I X e:rsity of California, Berkelev, 1909 Master of Science in Architecture, University of (;aliforrnia, Berkelev, 2005 ;Master of Cite & Regional Planning, Unik-ersity of California, Berkeley', 2005 PROFESSIONAL Leadership in. Energy & l"nvironmental Design (I..I,.I:DK),,lccredit,,tti()n REGISTRATIONS PROFESSIONAL Associate, American Institute of Architects, San Francisco Chapter ACTIVITIES Member, Emerging Green Builders, United States Green Building (:council Speaker, 2002 L.'SGB(: Conference, ,Austin, TX Member, SPUR urban Review and Planning Committees :Member, Urban Land Institute Facilitator, Urban Plan Il in. Bay Area High Schools and Colleges, ULI AWARDS Eisner Prize in Citi Planning, UC Berkeley, 2005 CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans >? FIELD PAOLI PROJECT EXPERIENCE ANAHEIM GREATER DOWNTOWN PLAN ANAHEIM, CA kVhile with ELS Architecture, Frank Fuller, as Principal -in --Charge, partnered with transportation, ectmomic, and landscape consultants to prepare an urban design plan and development strategy for downtown Anaheim. Since joining I~ield Paoli, Drank has continued to work with the. ("M, of Anaheim On ongoing projects that have resulted from the original plan. Since the plan's inception, oter 700,(1(►() square feet of commercial space has been de\ eloped, along with 230 nem and 30 rctim ated housing units. ti CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 13 ArL J kVhile with ELS Architecture, Frank Fuller, as Principal -in --Charge, partnered with transportation, ectmomic, and landscape consultants to prepare an urban design plan and development strategy for downtown Anaheim. Since joining I~ield Paoli, Drank has continued to work with the. ("M, of Anaheim On ongoing projects that have resulted from the original plan. Since the plan's inception, oter 700,(1(►() square feet of commercial space has been de\ eloped, along with 230 nem and 30 rctim ated housing units. ti CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 13 ;I i FULLERTON DOWNTOWN STRATEGY FULLERTON, CA Field Paoli has been responsible for updating the 1995 Fullerton Transportation (-,enter Stud,/Downtown Strategv, a community planning document that defines a vision, determines land uses, and proposes urban design strategies and actions for future development within the Transportation (:enter and greater downtown Fullerton. The general urban design approach and specific recommended actions referenced by the strategy- will help shape future policN, decisions and budgetary- allocations of the Fullerton Redevelopment Agency (Agency). The strategy is based upon a detailed examination and consideration of issues related to zoning, land use, built form, traffic/ pedestrian circulation, streetscape, and open space as they apply to the Transportation (:enter and Downtown Fullerton. Implementation of the strategy will involve the cooperation and support of various cite agencies, property and business owners, and residents. The Agency will use the document as a guide to determine the nature of future projects, implement specific projects and plan expenditures through the annual budget process. CITY OFTUSTIN . Tustin Town Center - Market Analysis and Neighborhood Concept Plans 14 DOWNTOWN SAN JOSt STRATEGY FOR DEVELOPMENT SAN JOSt, CA All i� t i �. :: .. art} t,�i a�r w ;; ;;�,'�► '. •� - t�" '� t= Field Paoli worked with the City cif San Pose ►�'S'�� ! to create a Strategy for Development that n a III H would define the urban desAj n vision and provide a framework for public and private. •.� _ investment in downtown San jos6 through the year 2010. The design team used an est .4i I, „ interdisciplinary approach involving a 33- ':;,=:°",> member communitN, task force to prioritize ;J#1� future land development, transportation and public infrastructure. s r +M •*"�(� �,,, w� 1, ��� � ii CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 15 i SAN JOSt SOUTH FIRST AREA (SOFA) DEVELOPMENT PLAN SAN JOSt, CA Field Paoli worked with the Otv of San Jose to create. The South First Area Strategic Development Plan to serve as the action guide for development in the SOFA Area. SOFA is an upcoming arts and entertainment district of San lose. The main goals are a compatible mix of uses, a pedestrian focus, the urban farm and design guidelines to ensure that the goals are achieved. This project was completed on time and within budget. CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 16 VICTORIA GARDENS MASTER PLAN RANCHO CUCAMONGA, CA AWARDS Winner, 2006 ICSC International Design and Development Award Winner, 2006 ULI Award for Excellence "Field Paoli's vision, expertise and creativity mre instrumental in helping create the plan for a remarkable retail neighborhood Based on the history of the region, it has become the authentic heart and soul of the surrounding community." - Brian ]ones, Forest City Development Vi-tona Gardens Victoria Gardens is a lively town center with retail shops, a cultural center and adjacent housing. ()utdo()r seating from restaurants spills out onto the sidewalks surrounding the public square, while upper level offices and mvo-level retail tenants give the heart of this new downtown a 24-hour vitality. Field Paoli was responsible for the ill square -block master plan, establishing a street grid to organize retail and CIVIC uses and to accommodate future growth. Field Paoli also pro-\,,ided concept design for several of the retail buildings. The master planning effort included researching; the history of the area, preparing development guidelines, and coordinating consultants for the conceptual design of streets, landscape architecture, civil engineering, and signage. CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 17 PHASE 2, TECHNICAL ASSESSMENT OF ,ECONOMIC DEVELOPMENT ENHANCEMENT — TARGET SITE STRATEGY CITY OF BELMONT, CALIFORNIA As part of a three-step process to identify and improve conditions in several locations, the Cite of Bel-nont's Redevelopment Agency worked with Field Paoli and real estate economists Keyser 'Marston Associates to assess the physical feasilailitV- of alternative concepts for five target sites, their Financial costs to implement, and the fiscal benefits the City would receive from their presence. The sites are all in busy, prominent areas; one has direct access to a regional commuter train station. Five topics were given priorit\': parcel ownership, estimated size, illustrative development concepts, critical development assets/ constraints, most appropriate development structure and potential value to the City and Redevelopment Agency. The team �t .reviewed and documented all relevant ph�,sical and economic data about the sites, met with City agencies, visited benchmark projects, and then prepared conceptual drawings and data to test development concepts. The Technical Assessment concluded that although there were obstacles with each site, the redevelopment of these sites would increase vitality and the level of amenities in the priority areas and improve the appearance and image of Belmont. The tax benefit could reach S5 million annually'. The team recommended to proceed with development scenarios for four of the five sites; the fifth required extensive discussions and negotiations before development could be contemplated and should be tracked separately. The Cite approved these recommendations. CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 18 LONG BEACH GREATER DOWNTOWN PLAN LONG BEACH, CA A R I Input from the (:ity, developers and the public contributed insights to help formulate this Strategy for Development, which defines retail, office and waterfront districts for the greater downtown area. The strategy comprises an urban design framework, �irea-specific development strategies, design guidelines and a review process to ensure that future development contributes to a pedestrian friendly urban environment. Frank Fuller, FAIA, Principal in Charge, ELS Architecture CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans i9 WILLMORE DISTRICT IMPLEMENTATION PLAN LONG BEACH, CA .• E X H I B I T 8- 1- S ? Field Paoli with Robert Bruce Anderson worked with the Willmore City Heritage Association, the Long Beach Redevelopment Agency and the 1i residents of the Drake Park/W'il]more City Historic Landmark District to create ' k a revitalization plan for the \Villmore i District, the historic center of I,ong Beach that that had been established origrinally in 1882. The Plan identified priorit\ issues for the district, established long-term goals and near-term actions. Among the specific implementation ideas and strategies were the \Villmore Cite Planned Development Plan, the Willmore Urban Conservati(-)n District, a historic house relocation program, new construction of neighborhood -serving retail sales and service, architectural guidelines, streetscape concepts, public art opportunities, open space, and special considerations for school sites. CITY OFTUSTIN !Tustin Town Center - Market Analysis and Neighborhood Concept Plans 10 NORTH LONG BEACH VILLAGE CENTER & HISTORIC NODE IMPLEMENTATION PLAN LONG BEACH, CA North Long Beach is a large section of the Citi, of Long Beach. Part of the area was once its own city, Virginia Cite, which had its own town center along bong Beach Boulevard at Market Street. As the On. of Long Beach gree-, car-(-)riented traffic arteries suppressed the vitality of North Long Beach's historic node, vet for its size, the area needed two town centers to thrive as a community. kX"orking with the City, the North Long Beach Project Area G>mmittee and city residents, Field Paoli prepared an urban design analysis with site observations, implementation strategies, implementation plans and schedules for implementation for revitalizing the historic node as well as a new village center along Atlantic Avenue at South Street. The new village center was targeted for a mix of shopping, restaurants, cafes and community facilities. Housing would be located nearby or in the village center itself. The plan for the historic node focused on revitalization of existing assets through streetscape enhancements, facade renovations, historic preservation, and when possible, public parking. CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 21 FLAGSTAFF DOWNTOWN PLAN FLAGSTAFF, AZ M After a natiomx-ide search and selection process for the best architecture and urban design firm, Field Paoli was chosen to define urban design vision and to provide economic strategies, architectural concepts and design guidelines. The process \vas conducted through a series of public work sessions. The plan strengthens Flagstaffs place as a gateway to the Grand Canyon, builds upon the historic character including its presence on Route 66, and strategically inserts neve retail, residential and office use, as a catalyst for further development. CITY OFTUSTIN Tustin Town Center Market Analysis and Neighborhood Concept Plans 22 ONE SCOTTSDALE URBAN DESIGN MASTER PLAN SCOTTSDALE, AZ Field Paoli created the urban design for a nevi dense, mixed use district on the boundarN between Phoenix and Scottsdale. It is the result of a two-year planning process that involred a large team of players including developers, cit} officials, architects, civil and technical engineers, contractors, and sustainability consultants. The project formulates a new vision of urbanite for the Southwest, one firmly based on sustainable design principles while establishing a vibrant, upscale neighborhood with retail, residential, office and cultural/entertainment uses. The first GO -acre phase, which is half of the full planned development, incorporates 20 cite blocks that vary dratnaticall�- in shape, size and scale. This new urban neighborhood will feature 37(.),()()11 square feet of destination retail and 128,0(1(1 square feet of restaurants; 1 million square feet of Class A office space including the national headquarters for an international corporation; 71)O residential units and 200 hotel rooms. The project was presented as a candidate for the t."SGBC 11I"ED-ND (Neighborhood Development) pilm program and assessed using Current -I,FEf) guidelines. CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 2? 0 BELLE HAVEN COMMUNITY DESIGN CITY OF MENLO PARK, CA y N, h#SS aa� s L0 Belle Haven is an eastern shoreline neighborhood ofMenlo Park that is separated from the rest of the city by Interstate I ()I . The area lacked amenities and services found in other nearby communities. sifter assessing existing and planned improvements for Belle haven and adjacent neighborhoods, Frank Fuller with Dinwiddie & Associates developed a Visionary Concept Plan, which targeted public and private actions to create a pedestrian oriented neighborhood, as well as the potential to establish a commuter rail station in Belle Haven. These ideas were presented to residents in a community design workshop for their input and recommendations. Working in three groups, workshop participants concentrated on the most important design issues and features related to four major design elements: retail/commercial, streetscape, housing and parks. Participants voiced the need for more service --oriented retail and mixed use within Belle Haven; fast food outlets were discouraged. Streetscape improvements focused on creatine a safe and attractive pedestrian experience and mitigating traffic. Different types of affordable, for -sale housing were sorely needed, and one large neighborhood park was also lacking. The resulting plan linked Belle Haven to surrounding businesses and neighborhoods in both F.,ast Palo Alto and Menlo Park. It also identified next steps for implementing improvements. Frank Fuller, FAIA, Principal in Charge, ELS Architecture CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 29 r J { n e' f .��.f _.. .�'��ar .4 ..E +�...J �.•a+».r ,�.- X81» -4...,r. •. Jn�"Yi.L/y!'IM r.�s:M,.s. �G• +�.. .. R+1— ...N j Belle Haven is an eastern shoreline neighborhood ofMenlo Park that is separated from the rest of the city by Interstate I ()I . The area lacked amenities and services found in other nearby communities. sifter assessing existing and planned improvements for Belle haven and adjacent neighborhoods, Frank Fuller with Dinwiddie & Associates developed a Visionary Concept Plan, which targeted public and private actions to create a pedestrian oriented neighborhood, as well as the potential to establish a commuter rail station in Belle Haven. These ideas were presented to residents in a community design workshop for their input and recommendations. Working in three groups, workshop participants concentrated on the most important design issues and features related to four major design elements: retail/commercial, streetscape, housing and parks. Participants voiced the need for more service --oriented retail and mixed use within Belle Haven; fast food outlets were discouraged. Streetscape improvements focused on creatine a safe and attractive pedestrian experience and mitigating traffic. Different types of affordable, for -sale housing were sorely needed, and one large neighborhood park was also lacking. The resulting plan linked Belle Haven to surrounding businesses and neighborhoods in both F.,ast Palo Alto and Menlo Park. It also identified next steps for implementing improvements. Frank Fuller, FAIA, Principal in Charge, ELS Architecture CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 29 CONSULTANT TEAM INFORMATION KEYSER MARSTON ASSOCIATES, INC. (KMA) - SAN DIEGO OFFICE Market Analysis Consultants 1660 Hotel Circle North, Suite 716, San Diego, CA 92108 (619) 718-9500; (619) 718-9508 fax; gtrimble@keysermarston.com Kcvser Marston Associates, Inc. has One of the largest real cstate advisory practices on the Test (;()ast. 'I'hey specialize In structuring public-private partnerships and in designing cttecm-e deN'c'l()p- ment policies and strategies. Founded in 1973, Keyscr Marston serves a diverse client base through - Out the West, including nearly, cvery major municipality in (:alifornia, as well as ports, transit agen- cies, base closure authorities, county and special districts, school districts, colleges and universities, hospitals, Indian tribes and large property owners. Keyser Marston presently has 45 professional staff pers(.)ns located at offices in San Francisco, l.os Angeles and San Diego. For over thirty years, Keyser iNfarstOn has held the same c(o)mmitment to clients: provide creative, pragmatic solutions on complex urban development. They bring high levels of service and integrity to each assignment, while listening and responding to their clients' needs. They strive to be a ream PLAN crs, and have deNel()ped long-standing collaborative relationships with their clientele. Since its founding On 1973, Keyser INlarstc)n has been integral to the success of mane key public-pri- vate develOpments in the West including I lorton Plaza and the Gaslamp Quarter in San Diego, the Fairmont IIntel in San Jose, Old Pasadena and Staples Arena in I.os Angeles, the University of Cali- fornia at Davis, and the Ferre Building in San Francisco. Keyser Marston is proud to have provided real estate advisory services on not only big name projects, but numerous smaller developments as well. Keyser Ntarston continues to bring clear insight to clients as they navigate complex develop- ment issues, and they look for -ward to expanding our services to assist future clients. GERALD M. TRIMBLE, VICE PRESIDENT AND MANAGING PRINCIPAL At KeN,scr Nlarston, Gerald specializes in providing technical advice On real estate development projects to public agencies, private sector clients, and institutional clients. ;qtr. Trimble's past irnolvement in redevelopment with nonprofit corporations, public agencies, and institutions gives him an extraordinary grasp of the critical steps in the process Of implementing complex mixed-use and public-private real estate projects. Fe -,NT Others in this country have been as instrumental in the process of community revitalization. Mr. Trimble, for example, played the principal role in the rebirth Of doxvntown San Diego that now features the -\world-famous Horton Plaza mixed-use project, 10,000 new housing units completed and 8,300 housing units planned and under development, both affordable and market rate, the very pOpular (;aslamp (quarter restaurant and entertainment district, and the new ballpark district. Mr. Trimble has specialized in community revitalization, economic development, and disposition consulting strategies for 25 years. He currently assists clients in diverse communities such as the Southeastern Economic Developrnent COrporation in San Diego, the Metropolitan Transit Deyclopment Board for the Morena Vista Transit Station joint development and the County of San Diego related to development Of a 104 -acre property in the Citi- Of Santee. fir. Trimble is uniquely positioned to plan and implement public - private develOp►nent strategies. Mr. Trimble is currently advising the City of Tustin in developer negotiations for 825 acres of MCAS Tustin in Orange County. CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 24 2 1 Mr. 'Trimble is a full member of the I 'roan Land Institute, a charter member and past president of Lambda Alpha, San I)ic-o Chiptcr, and a member of the ( ireatcr Sari I)icgo (:hamper of tl (:r)IY1111erce. Mr. Trimble carried his Bachelor of Science degree from the 1'n1versity of Southern California, and his Real Estate Certificate h-orn the L`nivcrsirh of California, l,os Angeles. MICHAEL WONG, ASSOCIATE PROJECT MANAGER Mr. \X'ong is a 'Manager of Keyser Marston :associates, Inc., San Diego. I le has over 15 years of experience in real estate market, financial evaluation, and fiscal Impact analysis. Mr. V'()ng provides advisory services to public agencies and private clients in Southern California and the Southwestern t,`.S. His major areas of concentration include market and financial analyses for complex mixed- use and public-private real estate development; economic development strategies for cities and commercial districts; and fiscal impact assessments fur large- scale, mixed-use. developments. i NIr. %X()ng also specializes in providing financial ana15-ses and advice on complex mixed-use and Public -Private Peal estate development projects to public agencies and Institutional clients. ( )ne example of a recently completed assignment involving highly complex financial evaluations includes the Tustin I.egacy (Legacy Park) for the City of Tustin. it Mr. XX'ong is a member of the California Redevelopment Association (CRA). and the International Council of Shopping Centers (1C:SCo ). He is also an adjunct professor at the LTniversity of San Diego (t'SD). Mr. Wong earned a Bachelor of Science Degree in Business Administration with an emphasis in Real Estate Finance, and a Master's Degree in Planning and Development from the t.`niversity of Southern California. RELEVANT FIRM EXPERIENCE Tustin Legacy (Legacy Park), City of Tustin, CA 1 KNIA is currently, advising the City of Tustin at MICAS Tustin in the ongoing transaction with Centex and Shea as the master developers of a major portion of the military base. The CAN, is the recipient of the base properti through an Economic Benefit Conveyance. band uses on `this 825 - acre site include 2,105 residential units and i.7 million square feet of non-residential uses (retail, entertainment, office light industrial/R&D, and hotel). The. City received eight proposals and has j selected the joint venture team of Centex Homes, Shea Homes and Shea Properties. Following approval of the Disposition and Development ,=agreement (DDA) in Spring 2000 the development entity changed to Shea Properties and Shea Homes and the DI)A was amended. Southeastern Economic Development Corporation (SEDC) - Economic Planning and Disposition Consultation KNIA has worked for the SEDC on numerous projects xvithin its four redevelopment project areas. The projects have involved a wide variety of land uses, including housing, retail, office, industrial, and community facilities. K_Nt;,Y,, work has involved market analyses, formulation of financing and implementation strategies, identification of infrastructure financing approaches, disposition consultation, and developer negotiations. KNIA has prepared comprehensive business plans on behalf of Sp:DC that profiled current and planned operations and detailed forward-looking strategies designed to generate future cash flow to the Agency. 0 CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 25 I ;I Centre City Development Corporation (CCDC), San Diego, CA KNIA has served as an independent financial anah st and economic advisor to CCD(; for mane years. In that time, KNI.A has proyidcd to ((:D(: a wide range of services, including analysis of market support and valuation, estimation of fiscal and economic impact, project -specific financial analysis, transaction structuring;/negotiation, and preparation reuse reports and more. ( fur firm has successfully filled these roles for a myriad of downtown projects, including multiple residential product types, affordable housing;, waterfront retail and cntertainmeilt use,, parking structures, high-rise office buildings, preservation of historic structures, and hotel projects of various scales. Over the past two years, K.NIA has evaluated the market and financial feasibility of three new hotels downtown, analyzing project economics, preparing feasibility assessments, estimating; tax increment generation potential, recommending appropriate product types and scales of development, participating in developer negotiations, and preparing related transaction documentation. City of San Diego - Naval Training Center (NTC) Re -Use Plan KNI,N was retained by the (,Ity of San Diego to assist in the completion of a reuse plan for NT(_;. KNIA completed all market demand ,inalvses, financial feasibilit} analyses, fiscal impact studies, economic blight analyses, financial planning, marketing and base disposal planning for NT(:. KiNIA prepared the financing plan and implementation strategy for attracting a master developer, prepared the developer solicitation, selection criteria, and intervie,,ved all developers. KNIA assisted the (Ity in negotiations on the business transaction with the master developer, McN illin Land Development. The business transaction (Disposition and Development Agreement for land sale and ground lease) was approved unanimously by the City Council and Agency in June 2000. City of San Diego Redevelopment Agency — Las Americas/International Gateway, Chula Vista, CA KNIA assisted the San Diego Redevelopment AgencN in negotiations for a 1.4 -million SF mixed- use project on 72 acres at the L'.S./:Mexico border in San Ysidro�. Services included tax increment projections, sales tax and bonding; capacity analysis; developer negotiations of the business transaction, infrastructure costs analvsis and other business terms, and a cost benefit analysis. INt buildout the development is proposed to include a pedestrian toll bridge bet\veen the L':S. and ;Mexico, retail shopping; center, office, residential and hotel components. (:urrently, KNIA is advising the Agency on Phase 2 of the development. March Joint Powers Authority — March Air Force Base, Riverside Following the preparation of a marketing strategy, KNIA completed an assignment for the Nlarch JPA in which disposition consulting advice was provided to the public agency during negotiations with I,NR California Investments, Inc. (1 -.NR) for light industrial development on 1,600 acres of the base. KNI;\ reviewed the developer's financial pro forma, business plan and implementation plan and advised the JPA and legal counsel regarding terms and revisions to the legal documents prior to the public hearing on the transaction. KNIA is currently analyzing I.NR's revenues and costs as the tilarch JPA is considering an amendment to the DDA. San Diego Housing Commission — Smart Corner —12th & C KNIA assisted the (:ommission with relocation and development of a new five -store headquarters CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 26 t q FEHR & PEERS - TRANSPORTATION PLANNING AND TRAFFIC ENGINEERING 332 Pine Street, 4th Floor, San Francisco, CA 94104 415-348-0300; 415-7731790 fax s.reynolds@fehrandpeers.com WC Oft'er information on Fehr & Peers should the (;itvIV interccstcd in their capabilites. Section of allconultants will be made under the (:ity's direction. Fehr & Peers specializes in providing transportation plan- ning and traffic engineering services to public and private sector clients. They emphasize the development of creative, cost-effective, and results -oriented solutions to planning and design problems associated with all modes c>f transportation. Rather than trying to offer a multi -disciplined approach, they choose to focus on being the best traffic engineering and transportati()n planning consulting firm. lv,r this project, they could provide specialized expertise including: it • Traffic ( )perations and Simulation i !0 Traffic (:alming, Bicycle/Pedestrian Planning and Design, Smart Grc►«7th Planning; • Land l'se/Transportation Planning, and Traffic Engineering Design e� .Maintaining this singular focus on transportation enables the firm to provide statc-ref-the- e ! practice expertise to their clients. Fehr & Peers are nationally -recognized experts in these areas as eyidenccd by the fact that they routinely publish professional papers, serve on national committees, and teach courses to others in the industry. STEVEN J. BROWN, P.E. SENIOR PRINCIPAL '- Steve Brown is a Senior. Principal with 18 years of experience in transportation planning and engineering_. In addition to his 15 years of consulting experience, %Ir. Brown was t N the Director of Transportation Planning for the City of Sacramento. He has managed projects in 8 states that include the following disciplines: transportatmn master plans, traffic calming, environmental impact assessments, perking and circulation studies, bicycle and ii pedestrian facility plans, new -urbanist planning, freeway interchanges, intersection/ signal designs, and cr)rridor studies. Mr. Brown earned a Master's Degree in Transportation from the University of California, Berkeley, and a'Master's in Business Administration from G()lden Gate University in San Francisco. He is a registered traffic engineer in the state of California. CHRISTOPHER J. GRAY, AICP ASSOCIATE t Christopher Gray is an associate with 12 years of experience in traffic impact studies, travel demand modeling, multi -medal studies, and other transportation planning projects. E Particular areas of expertise include parking studies, downtown planning studies, environmental impact reports, and context -sensitive design. At the 2003 Institute of Transportation Engineers national conference, Mr. Gray presented a paper regarding the application of contest -sensitive design principles along F I Camino Real in Pala Alto. NIr. .t Gray earned a :\taster's Degree in Transportation Planning from Florida State University. CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 27 i ;i RELEVANT FIRM EXPERIENCE Downtown Anaheim Mobility Improvements Fchr & Peers has assisted the Cite ()f ,Anaheim with plans to revitalize the DoxvntoNvn area. The (;ity's goal is to enhance the physical environment to attract people to the area as a stimulus for private inv estrnent. Fehr & Peers pro>yidcd the City with ideas,/ feedback- on the following transportation Issues: • Bicvcle facilities • Placement of bus stops • Sidewalk placement and width • Sight distance and other safety issues • Traffic calming enhancements • On -street parking facilities As part of this work, Fehr & Peers staff communicated its recommendations to a diverse set of stakeholders representing different interests in 0ty government. The result of study is a series r,f improvement plans for key corridors in 1.)owntown .-Anaheim. City of San Diego Neighborhood Traffic Management Guidelines Fehr & Peers was part of a team that developed the Cite of San Diego Neighborhood Traffic ;Management Guidelines. These guidelines apply citywide and establish the protocols for how projects are initiated, developed, approved, funded, and implemented. Fehr & Peers was responsible for key sections of the document «-hich were developed with the input of City departments, neighborhood leaders, and the general public. Thee engaged the members of the aforementioned groups in discussions and act1v'itles to educate them and guide their decisions towards a set of traffic management. guidelines. City of Tustin Metrolink Station -Go Local Program Fehr & Peers is currently preparing a multi -modal transportation plan related to the Nletrolink Station in the 0ty of Tustin. Specific items included in this project are an assessment of existing transit service, existing pedestrian connectivity, parking occupancy- counts, and connectivity to adjacent areas of the City- of Tustin. A key component of their work will be a series of recommendations related to the following items: Additional pedestrian connectivity at the station Additional regional and local bus connections to the station, including a potential trolley to downtown Tustin Off-site parking facilities for the station CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 28 INSURANCE REQUIREMENTS T1s hart Of uur «,o)rk xvith the (Att' ()f 'I'iistin om its ►ic«V library, I'ield Paoli has cstahlishcd and maintains instirance cm-cragc according to (:ih' requirements. Our team willalso meet these re- quiremcnts should we lx selected for this project. CITY OFTUSTIN I Tustin Town Center - Market Analysis and Neighborhood Concept Plans FEE SCHEDULE BUDGET AND MEETINGS The I -field Rir,li Team proposes to undertake the ab(wc services un a time -and -materials basis, subject to the• attached I'l-' and schedules of standard hourlc billing rates. The estimated total budget for this assi;:;nmrnt is 5248,000, as follows: TASK AMOUNT Task I: Project Initiation 58,000 Task ?: Refined Market .-knalysis 530,000 Task ): Concept Plans for Neighborhoods 554,000 & Six Public ( )urreach Meetings $18,()()() Task 4: I-c:asihilit} Testing 540,000 Task >: Implementation Strategy 528,000 Admin & Technical Support 58,000 Meetings & Presentations to Planning; Commission & (:its Council 536,000 Subtotal 5222,000 Add: Reimbursable expenses -- reproduction, travel, data 526,000 TOTAL BUDGET $248,000 NOTES: The Team will not exceed this amount without authorization from the Agency. The Team assumes that not included in the budget are: • Models, renderings, and videos • N.1ailers, web announcements, and noti(ica6on for public outreach meetings • Arran "ements and set-up for public outreach meetings • Sub -consultants to the Field Paoli Team (FP and k -MA) The Team assumes that included in the budget are: • All labor hours • Reimbursable expenses, such as third -party data and reports, travel, and reproduction costs FP has budgeted a maximum of eighteen (18) meetings ,vith the Team and the Agency, three (3) presentations to the Planning Commission and Ci"' Council, in addition to six (6) public outreach meetings; K:1 A has budgeted a maximum of thirteen (13) meetings v ith the Team, the community and the Agency, as outlined below: CITYOFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 3o z TYPE OF MEETING 1. hick -off Mccting with Team Field Paoli K N I A 2. Refined Market Analysis - Field Paoli Ktil:1 3. (:oncept Plans ESTIMATED NUMBER OF MEETINGS 4 Field Paoli Public outreach meetings, FP 6 Field Paoli 6 KNI_r\ I 4. Feasibility Testing - FP 4 KNIA 2 5. Implementation Strategy - F p 3 K.NI A 2 TOTAL MEETINGS — MAXIMUM Field Paoli 21 KNJ A 13 CITY OFTUSTIN Tustin Town Center - Market Analysis and Neighborhood Concept Plans 3' FIELD PAOLI RATE SCHEDULE (Rates effective through 11/31/07) CHARGES FOR SERVICES Charges for basic or additional services shall be based on the following rates and are subject to revision annually: Principal: Senior Project Manager/Senior Designer: Project Manager/Designer: Designer/Drafter III: Designer/Drafter II: Designer/Drafter I: Junior Designer/Drafter: Project Administrator: Consultant's Time: Automobile Travel: Reimbursable Expenses & Reproduction Costs: All Other Costs: REIMBURSABLE EXPENSES $250.00 per hour $160.00 per hour $135.00 per hour $110.00 per hour $90.00 per hour $75.00 per hour $70.00 per hour $70.00 per hour 1.15 times consultant's charges Prevailing IRS allowance 1.15 times charges Direct reimbursement Reimbursable Expenses are in addition to the compensation for basic and additional services and include actual expenditures made by the Architect, its employees, or its professional consultants in the interest of the Project for the expenses listed in the following subparagraphs:' A. Expense of transportation* and living when traveling in connection with the Project; when travel time exceeds four hours in flight time, all travel will be business class; long distance calls, fax and telegrams; and fees paid for securing approval of authorities having jurisdiction over the project. When renting cars for business travel, field Paoli does take the rental company s Loss Damage Waiver (LDW) and Collision Damage Waiver (COW) and charges this as part of the transportation expense. B. Expense of reproductions including computer plotting, postage, overnight priority mail and handling of Drawings and Specifications. C. If authorized in advance by the Owner, expense of overtime work requiring higher than regular rates and expense of renderings or models for the Owner's use. KEYSER MARSTON ASSOCIATES, INC. - HOURLY FEE SCHEDULE 2007/2008 A. JERRY KEYSER* $270.00 MANAGING PRINCIPALS* $270.00 SENIOR PRINCIPALS* $260.00 PRINCIPALS* $240.00 MANAGERS* $215.00 SENIOR ASSOCIATES $180.00 ASSOCIATES $160.00 SENIOR ANALYSTS $145.00 ANALYSTS $125.00 TECHNICAL STAFF $92.50 ADMINISTRATIVE STAFF $77.50 Directly related job expenses not included in the above rates are: auto mileage, air fares, hotels and motels, meals, car rentals, taxies, telephone calls, delivery, electronic data processing, graphics and printing. Directly related job expenses will be billed at 110% of cost. Monthly billings for staff time and expenses incurred during the period will be payable within thirty (30) days of invoice date. * Rates for individuals in these categories will be increased by 50% for time spent in court testimony. CITY OFTUSTIN ntcr P.1.10, ! An'&yq 1',(! "t �)i bl"- (A (-"n ;vt I hw� FEHR & PEERS HOURLY BILLING RATES — 2007-2008 Classification Hourly Rate Principal $180.00 - $335.00 Senior Associate $160.00 - $205.00 Associate $120.00 - $185.00 Senior Engineer/Planner $115.00 - $160.00 Engineer/Planner $85.00 - $140.00 Senior Technical Support $95.00 - $150.00 Administrative Support $85.00 - $12 5.00 Technician $75.00 - $115.00 Intern $45.00 - $95.00 Notes: Reimbursable expenses are invoiced at cost plus 10% for handling, including personal auto mileage at IRS approved rate (48.5 cents per mile as of January 07). The following reimbursable expenses are invoiced at cost: • Reproduction work at $.07 per sheet • Plotter / Computer use at $10 per hour • Communication Expense (Telephone, fax, E-mail, etc.) CITY OFTUSTIN r,hrk.�, Amik on�(vt Phil') EXHIBIT "C" SPECIAL REQUIREMENTS 1. Conflict of Interest. In order to assure City that Consultant is not subject to any conflict of interest, Consultant affirms that while Agreement is in effect, neither Consultant nor any of its officers or employees will accept private work from or provide services to developers doing work within Tustin Town Center priority study areas. If either City of Consultant thinks there may be a conflict of interest involving any project, Consultant shall immediately return plans or remove inspector from project. In the event of uncertainty about whether a potential conflict of interest exists, Consultant shall advise Contract Officer whose decision shall be final. 2. Consultant affirms that while Agreement is in effect, neither Consultant nor any of its officers or employees shall review draft work product with any individual or firm other than authorized representatives of City pursuant to this Agreement. In addition, Consultant understands and agrees that all work it undertakes for the City of Tustin shall be considered proprietary and shall not be shared by Consultant with any other party without the written release and authorization from the City of Tustin Contract Officer. 3. Consultant shall present to City certificates of insurance and endorsement forms verifying that the Consultant has the insurance as required by this Agreement. Said forms shall be reviewed and approved by the City of Tustin. 4. If the Contract Officer determines that a product deliverable is unacceptable, either before or after a draft or final draft is issued, because it did not conform to the specifications set forth in the Agreement, the Consultant shall submit a revised report or product at Consultants' expense. 5. The Consultant shall comply with all applicable federal, state and local laws applicable to its activities. 6. The Consultant shall not release to the public or press any information on any task or draft work product under the Agreement without prior authorization of the contract officer. All such information is considered confidential. All inquiries made of Consultant shall be immediately referred to the Contract Officer. 7. Consultant shall utilize those professional staff members and sub -consultants to perform services as identified in Consultant's proposal. No substitution shall be made without the advance written approval of the Contract Officer. No increase in compensation or reimbursable salary rates will be allowed when personnel or firm substitutions are authorized by the Contract Officer. For purposes of sub -consultants identified in the Consultant's Proposal, City approves Consultant's use of Keyser Marston, Inc. However, FEHR & Peers is rejected and shall be replaced with Austin - Foust Associates, Inc. who shall be responsible for traffic testing as necessary for the project. 180912.1 12 RDA CA 2/2007 8. The Consultant shall review and replace project personnel who do not perform assigned duties in a manner satisfactory to Contract Officer when requested by Contract Officer. 7. Monthly progress reports shall be submitted by Consultant with billing requests. At minimum these reports shall specify the period reported, tasks completed, tasks underway, percent of project completed and strategies to solve any timing delays. 8. Consultant shall be required to meet with the Contract Officer as determined necessary or desirable to discuss elements of the Scope of Work and project's progress. 9. Field Investigation necessary. The Consultant shall obtain all necessary field data and make investigations and studies necessary to properly accomplish the work required under this Agreement. 10. Consultants shall be required to produce all product deliverables indentified in Exhibit A. 180912.1 13 RDA CA 2/2007 EXHIBIT "D" SCHEDULE OF COMPENSATION and PERSONNEL HOURLY RATES Compensation 1. As compensation for the Consultant's services under this Agreement, the Agency shall pay the Consultant a not -to -exceed amount of Two Hundred and Fifty Three Thousand Dollars ($253,000) as shown on the Exhibit D-1. Said amount is for all consultant (Field Paoli) and subconsultant (Keyser Marston Associates, Inc. , Austin - Foust Associates, Inc.) efforts. Consultant and its subconsultants agree to hold all hourly rates identified in their Proposal (Exhibit B) constant through completion of all services under the Consultant Services Agreement. Expense Reimbursement 2. The Consultant's not -to -exceed compensation for services under this Agreement may include reimbursement for miscellaneous expenses. The Agency shall reimburse Consultant for direct expenses such as and including postage, telephone charges and Consultant travel subject to the following restrictions: a. Expenses for air travel shall be for standard, economy class only—hotel expenses are not reimbursable. b. Itemized payment statements shall set forth in detail all actual reimbursement expenses during the preceding month. Compensation for Additional Services 3. In the event the Agency requires services in addition to those described in the Agreement, said services must first be approved in writing by the Contract Officer. The Consultant shall be compensated at the Consultant's standard hourly rates for professional services, plus reimbursement of expenses or a fixed amount agreed to in writing by the Agency and Consultant. Method of Payment 4. As a condition precedent to any payment to Consultant under this Agreement, Consultant shall submit monthly to the Agency a statement of account which clearly sets forth by dates the designated items of work, as well as reimbursable expenses, for which the billing is submitted. The payment request shall identify each task required by the Agreement, hours of effort, percent of completion, amount of actual reimbursable expenses and requested amount to be billed against each task. Consultant shall not bill in excess of any phase in the scope of services as identified in Exhibit D-1, without written authorization of Agency. 180912.1 14 RDA CA 2/2007 Timing of Payment 5. The Agency shall review Consultant's monthly statements and pay Consultant for services rendered and costs incurred hereunder, at the rates and in the amounts provided hereunder, on a monthly basis in accordance with the approved monthly statements. 180912.1 15 RDA CA 2/2007 Exhibit D-1 THE NEIGHBORHOODS OF TUSTIN TOWN CENTER Total Budget by Phase Field Paoli Team 1 nii nnm TOTALS Phase Budget Field Paoli KMA - ----- Austin -Foust TOTAL -- 1 erect Initiation $4,120 $3,650 $3,880 $26,350 � $8,000 $30,000 2 Market Analysis 3 Nei hborhood Concept Plans & $54,000, $54,000 $18,000 6 Outreach Meetings $18,0001 4 Feasibility Testing $27,240- 5 $16,050 $12,760 $11,95 $40,000 $28,000 5�Im�IlementafioStrate __ - _ - - Admin. &Tech. Support _� $6,500 1,500 -- -- 8,000 A ency Meetings (KMA) & PI. Comm. & City Council Meetings- $20,440; $15,560 $36,000 Traffic Engineering $5,0001 $5,000 Reimbursable Expenses $23,000 $3,000 $26,000 (Total � $173,000 $75,000 $5,000 $253,000 NOTES: ` Field Paoli's meetings with Agency staff are in each phase EXHIBIT "E" SCHEDULE OF PERFORMANCE The time frames for completion of the Tasks identified in Exhibit A are identified in Exhibit A. However, the time schedule for completion of individual tasks is also largely based on City response times to draft submittals and also the public outreach process. Upon issuance of a Notice to Proceed on the Consultant Services Agreement, the Consultant shall prepare for the Contract Officer's written approval a written schedule of performance for individual tasks assigned to Consultant with specific dates identified including the City's desire as identified in Exhibit A to have the certain work tasks under the scope of services completed within the following time frames: Task Time Frame for Completion • Market Analysis—Task 1 120 days • Community Outreach/ Preparation of Concept Plans - Task 2a -Center City 120 days from Notice to Proceed on this Concept Plan Task 2b -Southern Gateway 120 days from Notice to Proceed on this Concept Plan Task 2c -West Village 120 days from Notice to Proceed on this Concept Plan Prototypical Testing -3a, Prior to production of final draft concept plans 3b, 3c Implementation Strategy- For each Individual Neighborhood within 15 days Task 4 From submission of first draft of Concept Plans, with Final draft with final draft concept plan 180912.1 16 RDA CA 2/2007