HomeMy WebLinkAbout09 AUTHORIZE CSA FOR THE PREFERENTIAL PERMIT PARKING PROGRAM ON PUBLIC STREETS UPDATE•
!w -S AGENDA REPORT Reviewed:
Citnda y
9
City Manager
Finance Director
MEETING DATE: OCTOBER 1, 2019
TO: MATTHEW S. WEST, CITY MANAGER
FROM: DOUGLAS S. STACK, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
SUBJECT: AUTHORIZE CONSULTANT SERVICES AGREEMENT FOR THE
PREFERENTIAL PERMIT PARKING PROGRAM ON PUBLIC STREETS
UPDATE
SUMMARY
Authorization is requested to execute a Consultant Services Agreement (CSA) with Dixon
Resources Unlimited for professional consulting services to update the City's Preferential Permit
Parking Program on Public Streets. In July 2019, the City of Tustin solicited proposals from four
(4) qualified firms to update the Preferential Permit Parking Program ("project") including policies,
procedures and implementation plan to provide neighborhoods with options to help address
parking needs on public streets.
RECOMMENDATION
It is recommended that the City Council:
1. Authorize staff to execute a Consultant Services Agreement with Dixon Resources
Unlimited, Inc. in an amount not to exceed $56,775 to cover professional consulting
services, and
2. Appropriate $56,775 from the General Fund (Fund 100) for this work.
FISCAL IMPACT
Staff is requesting the City Council appropriate $56,775 from General Fund Reserves.
CORRELATION TO THE STRATEGIC PLAN
Fulfillment of the City's Strategic Plan Goal A: Economic and Neighborhood Development.
Specifically, strategy #9 to create and implement a plan to address parking problems in
neighborhood; and Goal B: Public Safety and Protection of Assets, ensuring Tustin is an
attractive, safe and well-maintained community in which people feel pride.
BACKGROUND
Currently, Tustin has two permit parking policies, one for Old Town and the other for the remainder
of the city. The latter policy was enacted in 2008 and the former in 2018. Both policies were
amended in February 2019 to allow each eligible residence on a designated permit parking street
to obtain at least one permit. This action was the result of the policies' full -utilization of off-street
parking requirement that was met with resistance by some residences. The goal for the project
is to consolidate these two (2) programs into one (1) program.
Award of Contract — Dixon Resources Unlimited
October 1, 2019
Page 2
On July 19, 2019, Public Works sent a Request for Proposals (RFP) for professional services for
the project to four (4) qualified firms and received three (3) proposals on August 8, 2019. A review
board was established of seven individuals comprised of at least one representative from each
department associated with permit parking, Public Works, Community Development, Police, and
the City Attorney's Office. The evaluation criteria were based on the consultant's ability to perform
the specific tasks outlined in the RFP, qualified staff, time commitment towards the project, and
previous experience. Fees were provided under separate cover by each firm and opened after
final tabulation of scores.
Two (2) firms were interviewed, and staff determined the most responsible and qualified firm to
provide the Permit Parking Program update was Dixon Resources Unlimited. The proposed fee
for this work has been deemed fair and reasonable.
As mentioned in the February 2019 staff report and City Council meeting, citywide parking issues
will be the subject of future coordinated public workshops, a task that will be led by Dixon.
Staff anticipates returning to the City Council with recommendations to update the Preferential
Permit Parking Program on Public Streets by mid -2020.
Staff is recommending the City Council authorize staff to execute the Consultant Services
Agreement with Dixon Resources Unlimited for professional consulting services to update the
City's Preferential Permit Parking Program on Public Streets in the amount of $56,775.
Stack, P. t.
Public Works/City Engineer
Attachment(s)
1. Proposal
2. Consultant Services Agreement (Sample)
SACity Council Items\2019 Council Items\10-01-2019\Award of Contract for Permit Parking Program Update\Permit Parking
Program Update Dixon Approval.docx
ATTACHMENT 1
Proposal
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City of Tustin, CA
August 8, 2019
Dixon Resources Unlimited
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Table of Contents
Section 1. Transmittal Letter......................................................................... 1
Section 2, Project Approach ......... 3
Task 1. On -Site Operational Needs Assessment.................................................... .................. 3
Task 2, Draft Permit Parking Program Updates........................................................................4
Task 3. Community Outreach Plan (Public Meetings & Workshops) ........................................... 5
Task 4. Final Permit Parking Program Updates (City Council) .......... ........... ....................... 7
Section 3, Team Organization/Key Personnel ....... ........................................ ..... ...... 8
Section 4. Statement of Qua iifications/Project Experience..,...,. .......................... 15
Exhibits
A. Proof of Insurance Coverage
Dixon Resources Unlimited ( Proposal for Professional Consulting Services i
DIXON;'
RESOURCES IJNLI1,11UD
Section 1. Transmittal Letter
August 8, 2019
Krys Saldivar
Public Works Manager
Public Works Department
City of Tustin
300 Centennial Way
Tustin, California 92780
Dear IVIS. Saldivar,
Dixon Resources Unlimited (DIXON) is pleased to submit this Proposal to the City of Tustin (City)
to provide parking consultant services to evaluate the City's current parking permit program and
provide recommendations for updated policies, procedures, and implementation strategies,
Having collaborated extensively with local municipalities such as Newport Beach, Anaheim, and
Seal Beach to transform their parking programs, our firm 'is uniquely qualified to support the
implementation of recommendations contained .within this Request for Proposals (RFP).
We intend to bridge our knowledge of neighboring parking operations with excellent customer
service in order to deliver a cost-effective, and sustainable solution for the City of Tustin, We can
easily build upon the work that we have completed in Newport Beach and Anaheim to offer a
comparative analysis of permit fees, and similar technology, such as the use of Turbo Data
Systems, Inc. for citation processing. In addition, our operations and implementation experience
will provide Tustin with reliable recommendations for streamlining permit management
procedures. Each of our projects in Newport Beach, Anaheim, and Seal Beach have involved robust.
changes to existing municipal codes and permit management systems, including residential permit:
parking components.
We take pride in our hands-on approach that goes above and beyond a one -size -fits -all solution.
Our firm brings the regional expertise from helping to transform the parking experience in
Southern California. Beyond the projects listed above, we have worked extensively with the cities
of Laguna Beach, Riverside, Oceanside, and. National City, in addition to some of the largest parking
programs in the country, including Los Angeles and San Francisco. Our team will take a personal
interest in the project, and I will directly oversee community outreach, stakeholder engagement,
City Council presentations, and high-level interaction with City staff.
We are accustomed to working with tourist -impacted communities where the influx of seasonal
visitors further drives peak parking demand, and our project references highlight the range of
programs that have benefited from our services, including several projects that have been
coordinated through Police Departments. I started my career as a parking enforcement officer
with the Santa Barbara County Sheriff's Department. This familiarity and understanding of the
Dixon Resources Unlimited f Proposal for Professional Consulting Services 1
DIXON,',
required balance among demand, policy, and compliance, has allowed our projects working with
the Sausalito, Seal Beach, and Paso Robles Police Departments to thrive,
We are very proud that DIXON has supported several award-winning parking operations including,
in March 2019, the Parking TodayAward received by the Seal Beach Police Department for Parking
Technology Innovation and, in November 2018, the City of San Leandro was recognized as the
California Public Parking Program of the Year. Both recognitions were the result of collaborative,
hands-on partnerships that involved extensive community outreach and program development in
support of sustainable, technology -integrated parking operations.
Our community outreach allows us to bring a local approach to the way we do business and
consistently prove our ability to identify and Implement operations, management, and technology
recommendations that transition municipal parking operations to long-term, sustainable
programs. We want to maintain a local presence in Tustin, and we have carefully designed our
community outreach plan to maximize participation byresidents, business owners, and property
developers who have a stake in the City's permit parking program. In addition to online surveys,
we can provide you, with hands-on. strategies- that. directly _engage stakeholder. groups ,and
encourage and promote productive discussions.
DIXON is a small woman -owned, California -certified Disadvantaged Business Enterprise Program
(DBE) consulting firm. Julie Dixon is the Principal Consultant and will serve as the designated
contact for this proposal'. This proposal constitutes a firm offer for a 90 -day period and has been
signed by Julie Dixon who is authorized to act on behalf of the firm. We have reviewed the City's
standard contract and do not take any exceptions to the agreement.
We look forward to hearing from you and will work tirelessly to achieve the City of Tustin's overall,,
parking and mobility goals.
Sincerely,
4
Julie Dixon, President
3639 Midway Drive, Ste. 8345
San Diego, CA 92110
(21.3) 716-6933
iulie@dixonresourcesunlimited.com
Dixon Resources Unlimited I Proposal for ProfessionalConsulting Services 2
DIXON
RE501JRCES UNI. IMITED
Section 2. Project Approach
DIXON has developed the following workplan to address the technical approach, methodology,
and specific tasks that will be performed as part of the Scope of Work detailed in the Request for
Proposals (RFP). Below is a summary of the deliverables associated with each task, however, it
should be noted that the DIXON team is adaptive and flexible to the City's needs. We will work
with the City and, based upon the evolution of the Project, we will adjust our deliverables to ensure
ongoing alignment with project goals and overall project plan priorities.
Upon Contract Award by Council, we can proceed immediately with the project kickoff meeting.
and scheduling of the Operational Needs Assessment (Task 1). The current project is scoped for
three to four months from the Notice to Proceed, though the robustness of the community
outreach plan and level of stakeholder Involvement will dictate the City's ability to finalize updates
to the permit parking program. DIXON will work at the City's direction to adjust our schedule, and
we will dedicate the required resources and staff to adhere to any internal deadlines and achieve
the City's goals.
Task 1, On -Site Operational Needs Assessment
The primary goal of the Operational Needs Assessment will be to identify the immediate policies,
procedures, and1mplementation plan necessary to develop and finalize the City's permit parking
program updates.
An initial project kickoff meeting will allow DIXON to prioritize objectives and tasks, finalize the
schedule, and request background data from the City. During this phase, DIXON will achieve: a
thorough understanding of site context in order to clarify the City's short, medium, and long-term
planning horizons. The kick-off meeting will introduce key internal stakeholders to the DIXON
team, allowing each member's role to be thoroughly communicated to all parties. DIXON will
prepare and distribute an agenda and minutes for the kick-off meeting.
In coordination with City staff, DIXON will work to obtain all relevant data to assist with the project
including, but not limited to, parking counts, staffing reports, City Council agenda reports, and
existing parking management strategies. We will examine all relevant material, current vendor
agreements, and/or strategic planning documents in order to prepare for the on-site assessment,
Based on our understanding of the project, we do not envision that additional data collection,
beyond what can be provided by the City, will be necessary.
During a two-day on-site assessment, our team will meet with internal stakeholders and
representatives from the Police Department, Finance Division, Community Development, Public
Works, and/or the City Manager's Office to discuss potential challenges to overhauling the current
program and ,planning for the long-range redevelopment of the marine base.
Our team will examine existing vendor contract details and discuss recommendations for
revamping the permit parking program. We will evaluate the City's existing permit parking
program with an emphasis on the residential streets and areas of Old Town affected by permit -
Dixon Resources Unlimited I Proposal for Professional Consulting Services 3
DIX-ON
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only parking. The assessment will include a comparative review addressing technology, staffing,
and organizational requirements across core functional areas such as finance, asset management,
operations, maintenance, and workforce management, with the understanding that the City's
policies and rates will need to be modified to optimize the parking system and improve the public's
perception of the permit parking program.
Our process will support an open and. transparent relationship with internal stakeholders that
ensures collaboration with the City. We will discuss recent policy changes, such as the Council's
decision to allow for the issuance of one permit with no regard for full utilization of on-site parking,
and how this may inform the process for gathering additional resident feedback. We will solicit
comment from the City to coordinate strategies and identify internal resources that will be: needed
to support the implementation of any proposed program updates.
While on site during the operational assessment; DIXON will begin the public outreach process by
engaging community stakeholders and scheduling workshops and/or meetings, as described in the
Community Outreach Plan (Task 3). DIXON will schedule bi-weekly project update conference calls
with designated staff to provide status .updates and work through any issues. that may arise
throughout the course of the project. Furthermore, we envision that the results from the
Operational Needs Assessment can serve as the basis for additional recommendations in the
future, should the City decide to expand the scope of its long-range parking program.
Task 2. Draft Permit Parking Program Updates
Upon completion of the Operational Needs Assessment (Task 1), and in coordination with the
Community Outreach process (Task 3), DIXON will identify and evaluate parking recommendations
that will constitute the City's "draft:' permit parking program updates. Project deliverables for this
task will include municipal code updates, financial analysis of permit fees, the preparation of
permit program maps, and the development of general recommendations, as described below.
Wherever possible, these recommendations will account for both short-term and long-term
priorities based on projected parking demand over the next ten years, parking and transportation.
trends, and community willingness, DIXON will identify steps that the City may undertake to '
future -proof its parking system and plan for the overall public benefit. These recommendations
will include the following:
• Recommendations to streamline the "parking zone" approval process and allow it to be
more administrative at the City staff level, rather than requiring City Council approval
• Recommendations for permit administration, issuance and renewal, associated costs, and
options for implementation;
• Recommendations for ordinance and municipal code updates that are consistent with
California law. DIXON will work with City legal staff to conduct a thorough municipal
ordinance review to determine adjustments/red-line edits that will "future -proof' code
language to prepare the City for the implementation and management of a revamped
permit program. Our extensive experience working with California cities will allow us to
identify potential issues and address gaps in the existing code. Drawing from previous
Dixon Resources Unlimited ( Proposal for Professional Consulting Services 4
DI XON
RESOURCES UNLIMITED
experience in the City of Seal Beach and other nearby municipalities, we will compile all
relevant code sections and provide a revised version for consideration. This will include
Instances where the City may be able to simplify municipal language to improve program
efficiency or establish zones and hours of operation for future zone -based parking
management opportunities;
• Recommendations based on lessons learned from other cities in the region. We have
included local project references from Newport Beach and Anaheim to emphasize our
familiarity with parking programs in Orange County. Using these cities, as well as other
Southern California municipalities of similar size, demographics, and mixed-use
downtowns, we will identify comparable permit rates;
• Recommendations based on parking time prohibitions and related issues/challenges, as
determined from the Operational Needs Assessment;
• Recommendations for potential parking partnerships with private and/or public entities.
We have extensive experience structuring shared parking agreements, and we understand
the practical and political realities of negotiating a community of diverse stakeholders. In
the City of San Leandro, DIXON is currently leveraging shared parking agreements to
improve parking management, part of an array of services that helped the City earn the
title of 2018 Public Parking Program of the Year by the California Public Parking Program
(CPPA);
• Recommendations for improving the petition submittal process including, but not limited
to, determining who submits a petition, required coordination/management attempts
prior to submission, outreach, signature requirements, and any associated processing fees;
• Recommendations for the permit parking process including, but not Limited to,
determining procedures for required surveys, survey methods, number and frequency of
surveys, number of permits -per property, renewal review, and associated costs;
• Recommendations for enforcement including fines, towing, and administration. Duringthe
Operational Needs Assessment, DIXON will discuss options for enforcement with Internal
stakeholders, including pros, cons, and methods of cost recovery. We have extensive
experience working with municipalities that use Turbo Data Systems, Inc. for citation
processing services (Anaheim) and for both citation and permit processing services
(Newport Beach);
• Recommendations for providing parking infrastructure and parking assessment districts;.
• Detailed maps that illustrate trends or patterns of parking within the City relating to
existing developments, permit parking areas, and land uses, based upon existing data;
• Financial analysis of the City's existing and proposed residential permit parking program
and determination of applicable permit fees; and,
• Recommendations for how to move forward with streets currently subject to permit
parking and how to implement transition strategies.
Task 3. Community Outreach Plan (Public Meetings & Workshops)
Ongoing community input will be an essential part of this project. DIXONwill assume a leadership
role in coordinating a public involvement strategy to ensure inclusion and transparency with a
broad range of stakeholders, including external groups and those residents who have a stake in
Dixon Resources Unlimited I Proposal for Professional Consulting Services 5
the future of the City's permit parking program. By opening up the dialogue to a range of
community groups, the City has the opportunity to achieve buy -in and enable stakeholders to
become advocates of the preferred solution. We envision this process occurring in a total of three
site visits, the first of which may be combined with the on-site engagement during the Operational
Needs Assessment (Task 1).
During the first site visit, DIXON will meet with various external stakeholders during workshop
meetings with interested parties. Workshop meetings will provide an opportunity for stakeholder
groups to focus on the specific parking needs and challenges that impact them. Focus groups could
include, but are not limited to, residents, business owners, apartment association representatives,
and property developers. The City may also assemble a core group with representative community
members to form a Parking Steering Committee for a collaborative discussion with DIXON about
parking in Tustin.
CITY OF OCEANSIDE
COMMUNITY PARKING DISCUSSION
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Examples of stakeholder engagement materials
from previous DIXON projects.
If desired by the City, DIXON will issue an online survey, advertised through social media, in order
to maximize stakeholder participation. DIXON will develop online survey questions that inquire
about community demographics,, parking perceptions, parking needs, and solicit feedback for
incorporation into the overall recommendations. Online survey results will be summarized and
included in future stakeholder outreach presentationsfor reference.
Following completion of the first round of internal and external stakeholder engagement, DIXON
will return for a second site visit to present any findings to various stakeholder workshop groups,
including an overview of parking management options and ideas based upon feedback and
findings from the initial site visit. This will give stakeholders an opportunity to provide feedback
about the participation process.
Dixon Resources Unlimited I Proposal for Professional Consulting Services 6
DIXON,,'
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. FSOURCFS LMI..IMITED
The second site visit could also include a City Hall or public community workshop as an opportunity
for the public to learn about the efforts to date, and for DIXON to solicit additional feedback about
parking and mobility in Tustin, DIXON will promote the City Hall meeting time to those who are
interested in learning more and sharing their feedback with a wider audience.
At the conclusion of the process, DIXON will return for a third site visit to present the findings and
recommendations to various stakeholder workshop groups and internal City staff. DIXON intends
to share any recommendations/municipal code changes with stakeholders in advance of the
meeting to provide ample time for circulation and review prior to finalization. If appropriate to the,
schedule, DIXON will coordinate at least one public workshop to coincide with a City Council
meeting/presentation.
Julie Dixon moderating the discussion with parking
Industry stakeholders.
Task 4. Final Permit Parking Program Updates (City Council)
Throughout the project and as appropriate to the project schedule, DIXON will prepare at least
two PowerPoint presentations to be circulated among City staff and ultimately presented to City
Council for consideration. Julie Dixon, Principal Consultant for DIXON, will be directly involved in
community outreach, stakeholder engagement, City Council presentations, and high-level
interaction with City staff.
Dixon Resources Unlimited I Proposal for Professional Consulting Services 7
IDI XO, N
Rr5 0uNC'rS UN!,iMITr0
Section 3. Team Organization/Key Personnel
With over 28 years of parking and transportation management experience, Julie Dixon founded
Dixon Resources Unlimited with the direct goal of supporting municipal parking programs. We
consider ourselves to be "Parking Coaches" because we offer best in class municipal parking
solutions across a broad spectrum, including:
Parking Management Best Practice Comparisons Parking Studies
Stakeholder Engagement Financial Reporting Officer TrainingPrograms
Technology/Automation Revenue Reconciliations Procurement/Solicitations
Monetization Modeling Integrated Solutions Contract/Permit Management
Based upon industry awareness and familiarity with parking technology and current
developments, DIXON has been sought for feedback and direction from parking programs both
nationally and globally. Our familiarity with parking processes, policy, and overall technology and
service solutions will provide a direct benefit to the City of Tustin. DIXON has directly supported
municipalities throughout the United States, developing extensive knowledge and hands-on
experience with the solicitation, development, deployment, operation, and maintenance of
solutions ranging from municipal parking programs to automated enforcement systems. We have
been responsible for establishing policies, defining objectives and delivering on initiatives for
municipalities of al.l sizes, working at all levels within the administration, enforcement, and
adjudication processes. We have direct experience reviewing and assessing the organizational
structure, operational services, staffing levels, and permitting policies for municipalities.
Our work has garnered an impressive client list delivering results that are tailored to the needs of
each customer, including the following cities;
CA
Alameda
CA
Pasadena
Mi
Birmingham
CA
Anaheim
CA
Paso Robles
NC
Hendersonville
CA
Beverly Hills
CA
Riverside
NJ
Atlantic City
CA
Chico
CA
San Francisco
NJ
Princeton
CA
Davis
CA
San Jose
NM
Albuquerque
CA
Downey
CA
San Leandro
NV
Las Vegas
CA
Laguna Beach
CA
Sausalito
NV
Reno
CA
Los Angeles (DOT)
CA
Seal Beach
OR
Portland
CA
Los Angeles County
CO
Denver
TX
Austin
CA
Monterey
CT
New Haven
TX
Dallas
CA
Mountain View
CT
Stamford
UT
Park City
CA
Napa
FL
Brevard County
UT
Salt Lake City
CA
National City
FL
Seaside
UT
Springdale
CA
Newport Beach
HI
Maui
WA
Seattle
CA
Oakland
ID
Boise
WA
Spokane
CA
Oceanside
IL
Oak Park
WA
Vancouver
CA
Palo Alto
MI
Ann Arbor
WI
Milwaukee
Dixon Resources Unlimited ( Proposal for Professional Consulting Services 8
DIX"
OrNv'
Operating Policies
DIXON is a small, agile company and our name includes Unlimited because there is no limit to the
parking support services that we provide. We treasure our clients and always deliver on our
commitments. Each of our municipal contracts has been extended beyond the original scope of
work due to the positive impact that our project deliverables have made and the level of
professional service that we have provided. We have delivered all of our projects under budget
and on time with a concentration on delivering a customized set of recommendations. Our clients
will tell you that though we are small, we leave a powerful impression, and our parking expertise
and understanding of solutions offer an innovative and cost -savings perspective. We believe in
and stand behind the work that we do.
Our Commitment. We are a committed team and the work we do is important to the
communities in which we live and work: Our exceptional work ethic enables our
customers to achieve success and realize their goals and initiatives.
Our Flexibility. DIXON.is technology agnostic. We provide recommendations based
upon your needs. We have the opportunity to provide the City of Tustin with the most
recent parking solutions and proven technology recommendations available, regardless
of vendor.
Our Belief. We believe a job worth doing is a job worth doing incredibly well. The extra
energy required to be exceptional is the way that we conduct our business.
Parking Management, Operations, andTechnology
We have assessed, designed, built; and operated successful parking programs. Our experience and
operational understanding of the details involved provides a unique perspective unlike any other
consulting firm. DIXON can support the City's overall parking operation, including full review of
existing conditions, review of past parking discussions and policies, outreach to stakeholders, and
development of` implementation strategies.
Our approach typically incorporates innovative strategies focused on five functional areas:
financial analysis, operations, asset management, workforce- management, and maintenance.
Each of these functional areas provides a critical foundation for the development, ongoing, and
future planning of a city's parking program, whether setting permitting fee rates or anticipating
long-range development. An integral component of this foundation is learning how to Implement
a decision support system that provides a robust and reliable plan that can expand with evolving
needs, We always deliver specific, actionable recommendations and deliverables.
Our specific areas of expertise include on -street and off-street parking, stakeholder engagement,.
operating plans, and policy development, such as municipal code updates. There is no other
consulting firm that matches our familiarity with current and developing parking solutions along
Dixon Resources Unlimited I Proposal for Professional Consulting Services 9
DIXON
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with an understanding of technology integration. Our firm is technology agnostic, and we provide
recommendations based upon the most current operational solutions and technology available,
regardless of vendor. We pride ourselves on staying up-to-date with current and upcoming vendor
features, and we have the operational experience to integrate these features with practical
solutions.
The following organization chart describes the principal staff and consultants proposed to work
on the project.
Primary Consultants for the Citv of Tustin
The DIXON approach is a team -based approach. On each project, a project Lead is designated as
the primary point of contact for day-to-day project details. Typically, two associates are paired
together to perform all project work, overseen and directed by the principal consultant. For this
project, we have designated Julie as the project lead (20% time commitment); who will handle
community outreach, stakeholder engagement, and City Council presentations, The remaining
work will be split among Emily (15%), Jennifer (15%), and Katherine (50%) depending on the
particular task. Per RFP requirements, Jennifer has been assigned as the responsible alternate
representative in the unlikely case that Julie should be unable to proceed with the project.
Julie Dixon - Principal
Julie Dixon is the President and Founder of Dixon Resources Unlimited', a
woman -owned business, focused on providing parking consulting services to
municipalities. With over 28 years of experience in parking and
transportation management, Julie built her firm to provide "best in class"
municipal parking solutions across a broad spectrum of areas including
operations management, technology, customer service, enforcement,
citation processing, field maintenance, financial reporting, procurement, and
integrated solutions.
Dixon Resources Unlimited I Proposal for Professional Consulting Services 10
D I t Y0 NV
RESOURCFS 1iNl:AM!TEh
Julie began her career as the first parking enforcement officer for the Santa Barbara County
Sheriff's Department while completing her bachelor's degree at UC Santa Barbara. As her career
path evolved, Julie directed and managed all aspects of various complex transportation programs,
including both the City and County of Los Angeles Automated Enforcement/Red Light Camera
Programs, the City and County of San Francisco Parking Meter Counting, Collections and
Management System, and the City of Los Angeles Parking Meter Collections Program.
She has been responsible for establishing policies, defining objectives and delivering on initiatives
for municipalities of all sizes, working at all levels within the administration, enforcement and
adjudication processes and has been solicited to present at a variety of parking industry events
regarding her project experiences. She has extensive knowledge and hands-on experience with
the solicitation, development, deployment, operation, and maintenance of solutions ranging from
municipal parking programs to automated enforcement systems.
Julie was directly involved with the San Francisco Municipal Transportation Agency (SFMTA) for
the internationally -recognized SFpork program. SFpark was the first parking project in the United
States to evaluate both on -street and off-street parking technology and policies and their direct
impact on congestion mitigation in the City. Using real-time information to determine parking.
availability, SFpork successfully implemented a demand -responsive pricing model that continues
to be evaluated and debated throughout the parking industry. She was directly responsible for the
development of specifications, solicitations, contract negotiations, and technology integration and
implementation oversight. This extensive experience will bring a direct benefitto the City of Tustin.
Beginning in 2007, Julie supported several of the largest U.S. parking programs, the City of Los
Angeles and the City and County of San Francisco, and the customer -service -based parking
enforcement program for the City of West Hollywood. Julie has been engaged in all" levels of the
parking programs, including the collection and reconciliation for more than $80M in annual
parking meter revenue with a reconciliation rate consistently over 99.99%. Accustomed to a
mixture of technologies, both old and new, she supported the extensive documentation and
procedures necessary to be accountable for and manage over 60,000 parking meters in Los
Angeles and San Francisco.
Considering the volume of collections and revenue counted, .Julie has faced multiple security
issues and revenue anomalies. Each municipality is unique, but she knows what to look for and
how to outline a program that recognizes irregularities or variances as a standard practice,
Regardless of project size, documentation, procedure, and accountability are the keys to a
successful revenue and enforcement program, and the lessons learned from these programs can
be adapted for the City's needs,
One of DIXON's primary business objectives is to define and recommend parking policy for its
customers. Since founding DIXON in 2012, Julie has been focused on coaching municipalities
through operational and technology assessments and implementation and procurement
processes. Julie is respons.ible for the overall management of each project for the DIXON team and
prides herself on being labeled as the "Parking Coach."
Dixon Resources Unlimited ( Proposal for Professional Consulting Services 11
Emily Kwatinetz - Senior Associate
Recently promoted to Senior Associate, Emily Kwatinetz has been with
DIXON for three years, managing projects ranging from parking and mobility
studies to detailed implementation plans. Through operational audits, data
analysis, stakeholder outreach, and the development of strategic.
recommendations, she has a track record of comprehensive support for a
variety of municipalities. Emily was recognized -and inducted into the
National Parking Association's 40 Under 40 Class of 2018.
Emily has gained extensive experience with DIXON supporting numerous
parking and mobility projects during her tenure. For the City of Palo Alto, Emily made
recommendations to prepare the City for future growth, including active monitoring, tiered
parking rates, transportation demand management (TDM), walkability, car sharing, and employee
mobility strategies. Emily also collected and analyzed LPR data to produce occupancy heat maps.
As the project,lea di for the..Town of Springdale, Emily developed innovative solutions for .the. Town's
unique challenges and Limitations. Her recommendations have helped to address shared parking,
wayfinding technology, residential parking impacts, and the overall technology solution. With.
DIXON's support, the Town implemented a successful paid parking. technology pilot near the
entrance to Zion National Park. Emily's recommendations outlined the tools to effectively
implement and manage a comprehensive paid parking solution to address the millions of visitors
who visit the small Town each year.
In the County of Maui, Emily developed individualized implementation plans for Lahaina City and.
Wailuku City. She produced financial modeling workbooks to forecast equipment and operating
costs as well as projected revenue for the implementation of paid parking in each City. Through a
detailed ordinance review, Emily helped the County prepare for the implementation of paid
parking, parking benefit districts, and shared parking.
Emily managed an Access and Mobility Study for Council District. 4 in the City of Los Angeles. The
project's Data Analysis Report factors in daily traffic volumes, parking occupancy, and bike and
pedestrian data for the neighborhoods surrounding the Hollywood Sign. Drawing from her urban
planning background, combined with extensive stakeholder engagement and data analysis, she
developed a Comprehensive Strategies Report with short, medium, and long-term
recommendations to improve safety, access, and mobility in and around Griffith Park and the
Hollywood Sign. The strategies consider potential impacts from ridesharing, public transit
programs, wayfinding, street reconfigurations, and parking restrictions.
Emily supported the City of San Leandro with the implementation of a comprehensive parking
program. Leveraging strategic investments and vendor management, she helped improve the
City's paid parking, permit program, and enforcement operation. The City's program was awarded
the 2018 Public Parking Program of the Year by the California Public Parking Association (CPPA).
Dixon Resources Unlimited I Proposal for Professional Consulting Services 12
DIXONii,
RFSOURG S (1P4L1MITE0
Emily is currently managing the near-term implementation steps of a Parking Action Plan for the
City of Paso Robles, including an employee virtual permit parking pilot program supported by an
ongoing LPR data collection strategy, an innovative and customized paid parking on -street rate.
plan that includes the first 90 minutes free, signage development, a public outreach and marketing
campaign, and an integrated permit and citation management system.
These recent and ongoing innovative experiences provide a direct benefit to the City of Tustin, and
her unique familiarity with customer -centric solutions provide the lessons learned and efficiencies
gained from actual municipal implementation experience..
Jennifer Rentz - Associate
Jennifer Rentz is an Associate Consultant with expertise in leading large-scale
projects, technology initiatives, and operations management. With sixteen
years' experience in the parking industry, she brings a wealth of knowledge
regarding industry best practice and customer service.
Jennifer's DIXON projects include the development of comprehensive
parking citation and permit management RFPs for both the City of Palo Alto,
CA, and the Village of Oak. Park, IL. In addition to RFP development, she
managed parking technology pilots for the Village of Oak Park to test pay -by
plate with several technology vendors. The engagement with Oak Park also included an evaluation
of Village ordinances and parking policy. The process began with input from key Village staff and
the Transportation Commission along with community stakeholder meetings that helped define a
direction for proposed changes to parking regulations. The goal of this process was to streamline
parking restrictions and permit zones to facilitate enforcement and ensure parking availability for
residents and visitors.
Jennifer has supported the Seal Beach project to enhance parking technology and operations. in
addition to managing a variety of vendor, technology trials, she reviewed the existing municipal
ordinances and provided recommended changes to ensure the ongoing operational needs of the
downtown community. Jennifer also provided a signage assessment that is anticipated to
introduce an improved wayfinding solution for the City. Her skills and experience are particularly
valuable for clients engaging in technology upgrades, vendor assignments, and ongoing
operational procedures.
Jennifer is currently responsible for developing specifications for the City and County of Denver
procurement for on -street paid parking technology and an updated citation and permit
management system. The extensive development process has included detailed evaluations of
current and future program needs. The solicitation process will likely result in over $50M vendor
agreement(s) and will include DIXON-coordinated demonstration pilots and interview processes.
This engagement mandates that the DIXON team must be current and aware of industry direction
and vendor developments to ensure that the City is selecting the most optimized partnership to
support the current, ongoing, and future requirements of the community.
Dixon Resources Unlimited ( Proposal for Professional Consulting Services 13
DIXON
Prior to joining DIXON, Jennifer most recently served as Executive Vice President of West Coast.
Operations for Complus Data Innovations, Inc., a parking citation management firm. In her role
with Complus, Jennifer was responsible for oversight of the company's west coast office with
responsibility for staff, client relations, revenue generation and administration. She also oversaw
research and development of new mobile technology features and integrations. She has worked
directly with over 150 cities, towns, villages, universities and private operators to help strategize
parking procedures, maximize revenue, and implement the latest in parking technologies.
Jennifer has Project Management Professional (PMP) certification, a bachelor's degree in
Marketing Management and graduate coursework in the field of Data Science. She has been
named one of National Parking Association's "40 Under 40" in the parking industry and has been
an active member of International Parking Institute's Technology Committee. She is currently on
the Board of Directors for the Women in Parking Association.
Katherine Edgerley JuniorAssociate
Katherine joined the DIXON team last. year as a Plan,, ing,,,.int rn.,whil .w
completing her Master of Public Administration at the University of
Washington. Her DIXON contributions and experience have been extensive,
and she has supported data analysis, municipalcode updates, and project.
research for a variety of projects.
emFor the City of Paso Robles, Katherine provided detailed monthly data
analysis including occupancy and turnover rates throughout the City's
downtown on -street and off-street parking areas. The analysis has allowed
the City to make compelling and data -driven decisions to support the implementation of paid
parking. Katherine's direct support has included updating municipal code ordinances to support
parking management strategies, continuing outreach and education efforts with residents,
merchants, employees, and visitors, and establishing dedicated employee parking locations. She
is currently assisting with the near-term implementation steps of a Parking Action Pian, including
an employee virtual permit parking pilot program, signage development, .a public outreach and
marketing campaign, and an integrated permit and citation management system.
Katherine developed and outlined the complete restructuring plan for the municipal codes for
National City for both parking and transportation -related policies, including introducing and
incorporating micro -mobility policies (i.e. dockiess bikes and scooters). With National City's
opportunity to start from a blank slate, Katherine provided a logical and comprehensive outline to
effectively manage and "future -proof" the City's municipal code.
Katherine is currently managing a comprehensive project in the Town of Truckee. to evaluate
parking operations, strategies, and practices in the Town's Downtown Parking District. She is
responsible for coordinating data collection and analysis, conducting stakeholder outreach, and
preparing the Town for the rollout of a summer pilot program -to showcase mobile payment and
off-street parking locations for downtown employees and customers.
Dixon Resources Unlimited I Proposal for Professional Consulting Services 14
DI. X0,
R 70URCFS Ubit IMITFC1
Section 4. Statement of Qualifications/Project Experience
The following section highlights our project experience. Each project summary Includes a
description of the project scope, recommendations and findings, and implementation timeline.
California, San Leandro
...... 4 • Parking Management Services
o • August 2017 Present
i • Estimated Project Cost: $220,000
• Project Lead: Julie Dixon / Project Manager: Emily Kwatinetz
The City of San Leandro hired DIXON to implement the City's Downtown Parking Management
Plan, playing a central role in the transformation of the downtown business district, Due to
outdated parking technology and inconsistent enforcement, the parking spaces in the downtown
core weren't being maximized, resulting in time limit overstays and congestion, Leveraging our
expertise, the City has implemented several strategic and cost-effective initiatives designed to
improve the management of parking in San Leandro. The City's program was recognized as the
2018 Public Parking Program of the Year by the California Public Parking Association (CPPA).
After meeting with several key stakeholders, DIXON assisted the City with a review and update of
the City's municipal code. The code updates defined the parking management plan and provided
the City with the flexibility to adapt policies over time including the institution of a "No Reparking"
ordinance to support the posted time limits and encourage longer-term parking in the garage,
Employee and residential permit programs were developed and customized for the San Leandro
community to manage demand and address spillover concerns. DIXON leveraged: the City's
existing citation and permit management vendor to implement online and automated permit
management services to allow San Leandro to handle permit demand increases. This included
automating processes such as equipping parking enforcement officers with fully integrated
handheld devices and optimizing a previously installed LPR system. The advanced integrated
solution allows a parking enforcement officer to manage updated ordinances and regulations,
including the ability to coordinate among parking zones and address time -limit challenges.
In order to ensure an adaptive, cost-effective, and integrated technology .solution, DIXON
developed several specifications to support competitive bids for a mobile payment application,
pay -by -plate pay stations for the Estudilio Garage, single-space smart meters to support a
monetized shared parking agreement, and parking enforcement support "services, DIXON is
committed to providing San Leandro with the hands-on support and industry knowledge necessary
to modernize its parking program and facilitate program enhancements.
Mariana Garcia, Economic Development Project Specialist
835 East 141h Street, San Leandro, CA 94577
(510) 577-3323, MGarcia@sanleandro,org
Dixon Resources Unlimited I Proposal for Professional Consulting Services 15
DIXON
R(;". G1l.fF U'S UE'+)(_lMlT D
California, Newport Beach
�,� kra • Comprehensive Consulting Services
• December 2012 - April 2017
�� • Estimated Project Cost. $75,000
• Project Lead/Manager: Julie Dixon
In December 2012, DIXON was awarded a professional service agreement with the City of Newport
Beach to provide parking consulting services. The goal of the project was to review, analyze, and
provide recommendations regarding the City's ;parking lots, parking permits, parking meters,
parking enforcement procedures, and pilot technology programs.
Analysis of the City's overall parking program kicked off immediately. DIXON completed an
evaluation of the parking meter program, focusing on counting and collection operations, and
provided technology solution recommendations, This phase was followed by a review of parking
lot operations. Due to DIXON's ability to efficiently complete both assessments and provide
targeted recommendations, the City was able to implement new technology systems prior to the
beginning of peak summer season.
A broader assessment of the Newport Beach parking program led to the development of a parking
technology roadmap for both short-term and long-term parking and revenue goals, The primary
objectives included improvements to enforcement and citation management services as well as
the expansion of the City's permit parking program. DIXON converted the assessment findings into
RFP specifications for a permit and citation management vendor. Tailored to the specific needs of
Newport Beach, the RFP included hardware specifications, future integration requirements, and
processes for Coastal Commission review. The solicitation resulted in the successful
implementation of a turnkey service provider.
In order to implement a citywide residential permit parking (RPP) program, we recommended that
the City first implement Pay by Plate and LPR technology. Together, these technologies provided
the foundation for a digital permitting system. Next, we supported the development and release
of the citation processing/permit management RFP. By taking the process step by step and leading
the City through each project phase, DIXON enabled the success of Newport Beach's citywide
residential permit parking program.
The City of Newport Beach is an excellent example of how DIXON provides "Parking Coach"
support. We developed long-range plans that encouraged the City to invest. in incremental
solutions to achieve an integrated parking program.
Evelyn Tseng, Revenue Manager, City of Newport Beach
100 Civic Center Dr, Newport Beach, CA 92660
(949) 644-3153, etseng@newportbeachca.gov
Dixon Resources Unlimited I Proposal for Professional Consulting Services 16
DIX,"ONN
California, Anaheim
• Consultant Services for Permit Management System
• May 2016 - November 2016
- Estimated Project Cost: $30,000
• Project Lead/Manager Julie Dixon
In May 2016, the City of Anaheim contracted with DIXON to prepare a RFP for a Permit
Management System (PMS). Working closely with City staff, the project began with a detailed
operational needs assessment of the current and proposed permit management program. The
assessment included a summary based upon a comparative` review that addressed technology,
staffing, organizational requirements, and preferences for the solicitation,
The process included meetings with City staff and key stakeholders in order to review and prioritize
existing policies and identify future needs. DIXON took an engaged leadership role in establishing
a public involvement strategy that ensured inclusion and transparency among a broad range of
stakeholders to solicit feedback and improve recommendations,
DIXON worked directly with Public Works to develop the RFP specification for the PMS solution.
The final specification addressed industry best practices, operational requirements, and identified
technical integration needs with existing and pending City systems. As part of the project, DIXON
proactively addressed compatibility needs with the City's citation software and potential future
enforcement technology, such as LPR.
As part of the solicitation process, DIXON supported pre-bid meetings, addressed RFP questions,
and clarified the City's technical requirements in order to establish clear internal and external
priorities to inform future revenue cost recovery and policy decisions. In addition to developing
the specification, DIXON supported the City with selection criteria and identified the final parking
performance measures. DIXON supported City staff throughout the proposal evaluation process,
including assisting with questions by prospective vendors and moderating vendor interviews.
While the project concluded in 2016 with the implementation of the selected vendor, DIXON has -
continued to be available to City staff to address questions and provide support when called upon.
Quang Le, P.E., Associate Engineer, Public Works Department, City of Anaheim
200 South Anaheim Blvd, Suite 276, Anaheim, CA 92805
(714) 765-4526, gle2anaheim.net
Dixon Resources Unlimited I Proposal for Professional Consulting Services 17
California, Paso Robles
Parking Management Services
• March 2018 - Present
• Estimated Project Cost: $200,000
• Project Lead: Julie Dixon
• Project Manager: Emily Kwatinetz J Project Support:- Katherine Edgerley
In March 2018, the City of Paso Robles commissioned DIXON to perform a Downtown Parking
Existing Conditions and Needs Assessment. Between April and August, DIXON conducted a series
of on-site visits and community engagements to ensure a thorough review of existing downtown
parking conditions, during which time staff met with City Council Members, a Steering Committee
comprised of residents and business owners, and a diverse number of community stakeholders,
Following our assessment, we submitted a Parking Action Plan recommending steps to establish
an effective and efficient parking program in the City of Paso Robles. DIXON's recommendations
addressed the current, upcoming, and long-term parking challenges and needs of the community,
In June 2018, the City adopted the Parking Action Plan, creating the framework for a tailored
parking program to address its own parking challenges. In August 2018, City staff began the
implementation of near-term solutions to introduce municipal code updates.
Consistent with Council and community direction, DIXON provides the City with ongoing expert
support to implement the Parking Action Plan's designated solutions, Including but not limited to:
updating municipal code ordinances to support parking management strategies; continuing
outreach and education efforts with residents, merchants, employees, and visitors; establishing
dedicated employee parking locations; Initiating a virtual Employee Parking Permit (EPP) pilot
program with the use of LPR for enforcement; implementing a pilot special event paid parking
program; implementing a citation and permit management system; and, allocating enforcement
resources to manage access, traffic flow, and safety for event parking.
The City acknowledges DIXON's demonstrated expertise and ability to aid the City with
implementing the foundational building blocks for a reliable, modular; and flexible downtown
parking program capable of growing with the City's changing needs. DIXOWs expedited project
timeline represents its capacity and skill to perform crucial services in a timely manner.
Caleb Davis, Commander, Paso Robles Police Department
900 Park Street, Paso Robles, CA 93446
805-227-7462, cdavis prcity.com.
California, Seal Beach
kt-
Parking Consulting & Project Management
May 2017 - Present
�4u• Size: $200,000
• Project Lead: Julie Dixon / Project. Support: Jennifer Rentz
Dixon Resources Unlimited I Proposal for Professional Consulting Services 18
DA XON
RESOURCES 11F;LJMiTFD
The City of Seal Beach retained DIXON in May 2017 to provide ongoing consulting and project
management for the City's parking program. Seal Beach staff recognized the need for an overhaul
of its parking operation, including community outreach, technology refresh, and parking policy
assessment, and lacked the dedicated parking management staff to manage these projects. As a
result, the City hired DIXON to act as an Interim Parking Manager, tasked with facilitating the
implementation of new technology, including updating paid parking technology, streamlining the
permit management process, and implementing new handheld citation writers and LPR
technology for enforcement.
To ensure selection of the best solution for the City, DIXON organized a paid parking pilot that
included three different vendor technologies. As part of the demonstration phase, the City
evaluated handheld enforcement devices and DIXON negotiated the expansion of the citation
management vendor support agreement. As a result, the City has successfully transitioned from
manually issued citations to real-time, electronic citations. Additionally, the City implemented a
streamlined permit renewal process. Residential customers are now able to submit proof of
residency online or elect for the permit vendor to perform a DMV check that verifies residency.
The responses from customers and staff have been overwhelmingly positive due to the time-
saving and customer conveniences resulting from the automation,
In 2019, Seal Beach's superior technical achievement was honored during the first annual Parking
Today Awards announced during the Parking Industry Expo. With DIXON's support, the City has
achieved a first -of -its -kind integration of vendors, utilizing Genetec's ALPR software to capture
violations and transfer data to remote handheld devices for citation issuance, simultaneously
integrating with the California DMV to verify vehicle registration, whitelists to verify scofflaws, and
hotlists to verify stolen vehicles, stolen plates, and critical missing persons. Dedicated wheel
imaging technology allows parking enforcement officers to digitally chalk vehicles,: thereby
eliminating the need for manual enforcement, and ALPR data Is uploaded to a cloud -based
platform where it is accessible in real-time to all outfitted enforcement vehicles.
As DIXON continues to manage successful implementation of the above technologies, additional
efforts are underway to refresh other aspects of the City's parking program. Community outreach
and stakeholder engagement are always important when considering major changes to a parking
program. Our team has made efforts to engage City staff, Council Members, and the community
to solicit opinions and obtain feedback about proposed changes. The process to date has included
multiple Council meetings, equipment demonstrations, City staff meetings and public parking
forums, and DIXON will continue these outreach efforts throughout the duration of its
engagement.
Steve Bowles, Commander, Seal Beach Police Department
2118th Street, Seal Beach, CA 90740
(562) 799-4100 Ext. 1117, sbowles@sealbeachca.gov
Dixon Resources Unlimited I Proposal for Professional Consulting Services 19
ftf`:"s(4.IFfi::; ", 1.11,.1; 1 M ) T E D
Exhibit A
Proof of Insurance Coverage
A� !�V CERTIFICATE OF LIABILITY INSURANCE
°A s1 5 p1° g"")
TYPE OF
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder Is an. ADDITIONAL INSURED, the policy(les) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsement(s).
PRODUCER
Wood Gutmann & Bogart Insurance Brokers
CONTACT
NAME: KarlBe Crowe
PHONE
License #0679263
; 714-505-7000 No):714573 1770
E-MAIL
ADDRESS: kadee@wgbib.com
15901 Red Hill Ave., Suite 100
Tustin CA 92780
INSURER(S) AFFORDING COVERAGE NAIC M
INSURER A: Sentinel Insurance Company Ltd
GEN'L AGGREGATE LIMIT APPLIES PER:
x POLICY a PRO-
JECT LOG
OTHER:
INSURED DIXON-1
Dixon RESOUrCeS Unlimited
INSURER B: HisCoX Insurance Company 10200
INSURER c: Hartford Insurance Company 22357
Julie Dixon
INSURER D t
3639 Midway Drive Ste B345
INSURER 'E t
San Diego CA 92110
INSURER F t
12/17/2018
COVERAGES CERTIFICATE NUMBER: 2041030660 REVISION NUMBER!
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
Lp
TYPE OF
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
POLICY NUMBER
P L CY FF
D
POLICY EXP
MIDDIYY
LIMITS
A
X COMMERCIAL GENERAL LIABILITY
CLAIMS MADE OCCUR
72SBAAN5235
12117/2018
12/17'2019
EACH OCCURRENCE $ 2,000,000
DAMAGE TO PREMISES Ea RENTED ra' $1,000,000
MED EXP (Any one erson) $10,000
PERSONAL & ADV INJURY $ 2,000,000
GEN'L AGGREGATE LIMIT APPLIES PER:
x POLICY a PRO-
JECT LOG
OTHER:
GENERAL AGGREGATE $ 4,000,000
PRODUCTS •COMPIOPAGG $4,000,000
$
A
AUTOMOBILE
X
LIABILITY
ANY AUTO
ALL AUTOOWNED SCHEDULED
AUTOS
HIRED AUTOS X AUTOSWNED
7280AAN5235
12/17/2018
12117/2019
Ee ocident' IN LE LIMIT $ 2,000,000
BODILY INJURY (Per person) $ 2,000,000
BODILY INJURY (Per accident) :$'
Per a of ent'AMAGE $
$
UMBRELLA LIAB
EXCESS LIAR
OCCUR
CLAIMS -MADE
EACH OCCURRENCE $
AGGREGATE $
DED I I RETENTIONS
$
C
WORKERS COMPENSATION
EMPLOYERS' LIABILITY Y J N
ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICERJMEMaER EXCLUDED?
(Mandatory in NH)
11 yes, describe under
DESCRIPTION OF OPERATIONS below
N J A
72WECG14348
12)1712018
12/17/2019
X I STAT TE ORTH-
AND
E.L. EACH ACCIDENT $1,000,000
E,L, DISEASE= EA EMPLOYEE $1,000,000
E.L- DISEASE ;• POLICY LIMIT $1000000
B
Professional Liability
MPL106M71B
12/1712018
12117/2019
LimiDeductible $2000000
DESCRIPTION OF OPERATIONS J LOCATIONS J VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached It more space is required)
CERTIFICATE HOLDER CANCELLATION
01988-2014 ACORD CORPORATION. All rights reserved.
ACORD 25 (201401) The ACORD name and logo are registered marks of ACORD
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
Proof of Insurance
AUTHORIZED REPRESENTATIVE
01988-2014 ACORD CORPORATION. All rights reserved.
ACORD 25 (201401) The ACORD name and logo are registered marks of ACORD
ATTACHMENT 2
Consultant Services Agreement (Sample)
CONSULTANT SERVICES AGREEMENT
THIS AGREEMENT FOR CONSULTANT SERVICES, is made and entered into
this day of 20 , by and between the CITY OF TUSTIN, a municipal
corporation, hereafter referred to as "City", and Dixon Resources Unlimited, a California
corporation, hereinafter referred to as "Consultant".
RECITALS
WHEREAS, City requires the services of a consultant to furnish the necessary
Consultant Engineering Services for a comprehensive Citywide Permit Parking Program
on Public Streets including policy, procedures and implementation plan hereinafter
referred to as "Project"; and
WHEREAS, City requires this service in the Public Works Department in order to
update the Citywide Permit Parking Program; and
WHEREAS, Consultant has submitted to the City a proposal dated August 8,
2019, a copy of which is attached hereto, marked as Exhibit "A" and is by this reference
incorporated into this Agreement; and
WHEREAS, Consultant is qualified to provide the necessary services for the
Project and desires to provide said services to City; and
WHEREAS, City desires to retain the services of Consultant for said Project.
NOW, THEREFORE, for the consideration and upon the terms and conditions
hereinafter set forth, the parties agree as follows:
AGREEMENT
Section 1: Scope of Consultant's Services
Consultant shall perform all work necessary to complete in a manner satisfactory
to City, the services set forth in Exhibit "A" in accordance with the terms and conditions of
this Agreement.
Section 2: Order of Precedence
In the event of a conflict between or among any of the documents comprising this
Agreement, the following order of precedence shall govern the provision in question:
1. This Agreement
2. Consultant's Proposal (Exhibit "A")
Section 3: Time for Completion
The time for completion of the work to be performed by Consultant is an essential
condition of this Agreement. Consultant shall prosecute regularly and diligently the work
of this Agreement according to the reasonable schedule mutually established between
the City and the Consultant for various items described and as outlined within
Consultant's proposal. Consultant shall not be accountable for delays in the progress of
its work caused by any condition beyond its control and without the fault or negligence of
Consultant.
Section 4: Compensation
A. The compensation to be paid under this Agreement shall be as set forth in Exhibit
"A", which shall not exceed a total cost of $56,775.
B. Consultant shall submit detailed invoices, based upon the actual work performed
accompanied by backup documentation as requested by the City.
C. Progress payments for work completed shall be paid by City as the work
progresses, within thirty (30) days of the date of Consultant's invoice.
D. Consultant shall provide City with a monthly itemization of all work performed, and
the fees accrued thereon, in complete and sufficient detail to fully apprise City
thereof.
Section 5: Independent Contractor
Consultant's relationship to City in the performance of this Agreement is that of an
independent contractor. Consultant's personnel performing services under this
Agreement shall at all times be under Consultant's exclusive direction and control and
shall be employees of Consultant and not employees of City. Consultant shall pay all
wages, salaries and other amounts due its employees in connection with this Agreement
and shall be responsible for all reports and obligations respecting them, such as social
2
security, income tax withholding, unemployment compensation, worker's compensation
and similar matters.
Section 6: Indemnification
Consultant agrees to indemnify, defend and hold City, its officers, agents,
employees, successors and assigns harmless from any loss, damage, injury, sickness,
death, or other claim made by any person and from all costs, expenses and charges
including attorney's fees caused by or arising out of Consultant's, its officers', agents',
subcontractors', or employees' negligent acts, negligent errors, or negligent omissions or
willful misconduct, or conduct for which the law imposes strict liability on Consultant in the
performance or failure to perform this Agreement.
Section 7: Insurance
A. Consultant shall maintain in full force and effect during the term of this 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.
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, or with an equivalent 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 City 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 to 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 City 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 City, its officials and
employees as additional insured on the commercial general liability and
automobile liability insurance policies. (2) The insurance shall be issued by a
company authorized by the Insurance Department of the State of California and
3
rated A, VII (seven) or better (if an admitted carrier) or A-, X (ten) or better (if
offered by a surplus line broker), by the latest edition of Best's Key Rating Guide,
except that the City will accept workers' compensation insurance rated B-, VII
(seven) 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 City; and
(4) The commercial general liability and automobile liability insurance shall each
be primary as respects the City, and any other insurance maintained by the City
shall be in excess of this insurance and not contribute to it.
E. Upon execution of this Agreement, Consultant shall provide to City 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 7D
above and the waiver of subrogation requirement in Section 7C above. If self-
insured for worker's compensation, Consultant shall submit to City a copy of its
certification of self-insurance issued by the Department of Industrial Relations.
Section 8: Termination of Agreement
A. City and Consultant shall each have the right to terminate any or all of the services
covered by this Agreement at any time or any reason by giving ten (10) business
days written advance notice to the other party.
B. Upon termination of this Agreement, Consultant shall be paid for services
rendered by the effective date of the termination.
C. Upon termination of this Agreement or completion of the Project, all documents
relating to the Project shall become the sole property of City. Should City
terminate this Agreement pursuant to subparagraph A. of this Section, Consultant
shall within ten (10) business days of receipt of notice of termination, provide City
with all documents within Consultant's possession relating to this Agreement and
the Project, including but not limited to all completed documents and all drafts of
uncompleted documents.
Section 9: Notice
Any notice allowed or required to be given shall be effective upon personal
delivery thereof, or upon depositing thereof in the United States Postal Service, certified
mail, upon receipt requested, postage prepaid, addressed as follows:
2
To City: City of Tustin
Douglas S. Stack, P.E.
Director of Public Works/City Engineer
300 Centennial Way
Tustin, CA 92780
To Consultant: Dixon Resources Unlimited
Attn: Julie Dixon
3639 Midway Drive, Suite B345
San Diego, CA 92110
Section 10: Miscellaneous Provisions
A. Consultant shall proceed immediately and diligently to perform the services
provided for in this Agreement upon receipt of notice from City to proceed
therewith.
B. No part of this Agreement may be assigned by Consultant without the prior written
approval of City.
C. This Agreement shall extend to and be binding upon and inure to the benefit of
heirs, executors, administrators, successors and assigns of the respective parties
hereto.
D. Consultant shall perform all services required under this Agreement using that
degree of care and skill ordinarily exercised under similar conditions in similar
localities, and shall be responsible for all errors and omissions for services
performed by Consultant under the terms of this Agreement.
E. Consultant certifies that there shall be no discrimination against any employee
who is employed in the work covered by this Agreement, or against any
application for such employment, because of race, religion, color, sex, or national
origin including but not limited to, the following: employment, upgrading, demotion
or transfer, recruitment, or recruitment advertising, lay-off or termination, rate of
pay or other forms of compensation, and selection for training, including
apprenticeship.
F. This Agreement shall be interpreted in accordance with California Law. The
parties agree that the Orange County Superior Court is the .exclusive venue for
any lawsuits by either party regarding this Agreement.
IN WITNESS WHEREOF, this Agreement was executed by the parties on the date
and year first above written.
"CITY"
CITY OF TUSTIN
Douglas S. Stack, P.E.
Title: Director of Public Works/City Engineer
"CONSULTANT"
DIXON RESOURCES UNLIMITED
By: Julie Dixon
Title: President
n
EXHIBIT "A"
Consultant Proposal