HomeMy WebLinkAboutPartners for Livable Communities Inc; 2007-08-13;AGREEMENT FOR VISIONING AND STRATEGIC PLANNING SERVICES
Partners for Livable Communities, Inc.
THIS AGREEMENT is made and entered into as of the /\3~*-~ day of
2007, by and between the CITY OF CARLSBAD, a municipal
corporator!, ( City"), and Partners for Livable Communities, Inc. ("Contractor").
RECITALS
A. City requires the professional services of a consultant that is experienced
in visioning and strategic planning for community projects.
B. Contractor has the necessary experience in providing professional
services and advice related to visioning and strategic planning to bring together
stakeholders from across the community.
C. Selection of Contractor is expected to achieve the desired results in an
expedited fashion.
D. Contractor has submitted a proposal to City and has affirmed its
willingness and ability to perform such work.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, City and Contractor agree as follows:
1. SCOPE OF WORK
City retains Contractor to perform, and Contractor agrees to render, those services (the
"Services") that are defined in attached Exhibit "A", which is incorporated by this
reference in accordance with this Agreement's terms and conditions.
2. STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional
care and skill customarily exercised by reputable members of Contractor's profession
practicing in the Metropolitan Southern California Area, and will use reasonable
diligence and best judgment while exercising its professional skill and expertise.
3. TERM
The term of this Agreement will be effective for a period of one (1) year from the date
first above written. The City Manager may amend the Agreement to extend it for one
additional one (1 ) year periods or parts thereof in an amount not to exceed eighty-seven
thousand five hundred dollars ($87,500). Extensions will be based upon a satisfactory
review of Contractor's performance, City needs, and appropriation of funds by the City
Council. The parties will prepare a written amendment indicating the effective date and
length of the extended Agreement.
4. TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement.
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5. COMPENSATION
The total fee payable for the Services to be performed during the initial Agreement term
will be eighty-seven thousand five hundred dollars ($87,500). No other compensation
for the Services will be allowed except for items covered by subsequent amendments to
this Agreement. The City reserves the right to withhold a ten percent (10%) retention
until City has accepted the work and/or Services specified in Exhibit "A".
Incremental payments, if applicable, should be made as outlined in attached Exhibit "A".
6. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent
contractor and in pursuit of Contractor's independent calling, and not as an employee of
City. Contractor will be under control of City only as to the result to be accomplished,
but will consult with City as necessary. The persons used by Contractor to provide
services under this Agreement will not be considered employees of City for any
purposes.
The payment made to Contractor pursuant to the Agreement will be the full and
complete compensation to which Contractor is entitled. City will not make any federal or
state tax withholdings on behalf of Contractor or its agents, employees or
subcontractors. City will not be required to pay any workers' compensation insurance or
unemployment contributions on behalf of Contractor or its employees or subcontractors.
Contractor agrees to indemnify City within thirty (30) days for any tax, retirement
contribution, social security, overtime payment, unemployment payment or workers'
compensation payment which City may be required to make on behalf of Contractor or
any agent, employee, or subcontractor of Contractor for work done under this
Agreement. At the City's election, City may deduct the indemnification amount from any
balance owing to Contractor.
7. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval
of City. If Contractor subcontracts any of the Services, Contractor will be fully
responsible to City for the acts and omissions of Contractor's subcontractor and of the
persons either directly or indirectly employed by the subcontractor, as Contractor is for
the acts and omissions of persons directly employed by Contractor. Nothing contained
in this Agreement will create any contractual relationship between any subcontractor of
Contractor and City. Contractor will be responsible for payment of subcontractors.
Contractor will bind every subcontractor and every subcontractor of a subcontractor by
the terms of this Agreement applicable to Contractor's work unless specifically noted to
the contrary in the subcontract and approved in writing by City.
8. OTHER CONTRACTORS
The City reserves the right to employ other Contractors in connection with the Services.
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9. INDEMNIFICATION
Contractor agrees to indemnify and hold harmless the City and its officers, officials,
employees and volunteers from and against all claims, damages, losses and expenses
including attorneys fees arising out of the performance of the work described herein
caused by any negligence, recklessness, or willful misconduct of the Contractor, any
subcontractor, anyone directly or indirectly employed by any of them or anyone for
whose acts any of them may be liable.
The parties expressly agree that any payment, attorney's fee, costs or expense City
incurs or makes to or on behalf of an injured employee under the City's self-
administered workers' compensation is included as a loss, expense or cost for the
purposes of this section, and that this section will survive the expiration or early
termination of this Agreement.
10. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all
amendments, insurance against claims for injuries to persons or damage to property
which may arise out of or in connection with performance of the services by Contractor
or Contractor's agents, representatives, employees or subcontractors. The insurance
will be obtained from an insurance carrier admitted and authorized to do business in the
State of California. The insurance carrier is required to have a current Best's Key Rating
of not less than "A-:V".
10.1 Coverages and Limits.
Contractor will maintain the types of coverages and minimum limits indicated below,
unless City Attorney or City Manager approves a lower amount. These minimum
amounts of coverage will not constitute any limitations or cap on Contractor's
indemnification obligations under this Agreement. City, its officers, agents and
employees make no representation that the limits of the insurance specified to be
carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If
Contractor believes that any required insurance coverage is inadequate, Contractor will
obtain such additional insurance coverage, as Contractor deems adequate, at
Contractor's sole expense.
10.1.1 Commercial General Liability Insurance. $1.000.000 combined
single-limit per occurrence for bodily injury, personal injury and property damage. If the
submitted policies contain aggregate limits, general aggregate limits will apply
separately to the work under this Agreement or the general aggregate will be twice the
required per occurrence limit.
10.1.2 Automobile Liability (if the use of an automobile is involved for
Contractor's work for City). $1,000,000 combined single-limit per accident for bodily
injury and property damage.
10.1.3 Workers' Compensation and Employer's Liability. Workers'
Compensation limits as required by the California Labor Code and Employer's Liability
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limits of $1,000,000 per accident for bodily injury. Workers' Compensation and
Employer's Liability insurance will not be required if Contractor has no employees and
provides, to City's satisfaction, a declaration stating this.
10.1.4 Professional Liability. Errors and omissions liability appropriate to
Contractor's profession with limits of not less than $1,000,000 per claim. Coverage must
be maintained for a period of five years following the date of completion of the work.
10.2. Additional Provisions. Contractor will ensure that the policies of insurance
required under this Agreement contain, or are endorsed to contain, the following
provisions:
10.2.1 The City will be named as an additional insured on General
Liability.
10.2.2 Contractor will obtain occurrence coverage, excluding Professional
Liability, which will be written as claims-made coverage.
10.2.3 This insurance will be in force during the life of the Agreement and
any extensions of it and will not be canceled without thirty (30) days prior written notice
to City sent by certified mail pursuant to the Notice provisions of this Agreement.
10.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution
of this Agreement, Contractor will furnish certificates of insurance and endorsements to
City.
10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these
insurance coverages, then City will have the option to declare Contractor in breach, or
may purchase replacement insurance or pay the premiums that are due on existing
policies in order to maintain the required coverages. Contractor is responsible for any
payments made by City to obtain or maintain insurance and City may collect these
payments from Contractor or deduct the amount paid from any sums due Contractor
under this Agreement.
10.5 Submission of Insurance Policies. City reserves the right to require, at anytime,
complete and certified copies of any or all required insurance policies and
endorsements.
11. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of
the Agreement, as may be amended from time-to-time.
12. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred
under this Agreement. All records will be clearly identifiable. Contractor will allow a
representative of City during normal business hours to examine, audit, and make
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transcripts or copies of records and any other documents created pursuant to this
Agreement. Contractor will allow inspection of all work, data, documents, proceedings,
and activities related to the Agreement for a period of three (3) years from the date of
final payment under this Agreement.
13. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors
pursuant to this Agreement is the property of City. In the event this Agreement is
terminated, all work product produced by Contractor or its agents, employees and
subcontractors pursuant to this Agreement will be delivered at once to City. Contractor
will have the right to make one (1) copy of the work product for Contractor's records.
14. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in City
and Contractor relinquishes all claims to the copyrights in favor of City.
15. NOTICES
The name of the persons who are authorized to give written notices or to receive written
notice on behalf of City and on behalf of Contractor under this Agreement.
For City: For Contractor:
Name Sandra Holder _ Name._Co\C
Title Community Development Director _ Title
Department Community Development _ Address ^VZA 2 fOV
City of Carlsbad
Address 1635 Faraday Avenue _ Phone No. L^>ol^ *&&{ '
_ Carlsbad. CA 92008 _
Phone No. (760) 602-2710 _
Each party will notify the other immediately of any changes of address that would
require any notice or delivery to be directed to another address.
16. CONFLICT OF INTEREST
City will evaluate Contractor's duties pursuant to this Agreement to determine whether
disclosure under the Political Reform Act and City's Conflict of Interest Code is required
of Contractor or any of Contractor's employees, agents, or subcontractors. Should it be
determined that disclosure is required, Contractor or Contractor's affected employees,
agents, or subcontractors will complete and file with the City Clerk those schedules
specified by City and contained in the Statement of Economic Interests Form 700.
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Contractor, for Contractor and on behalf of Contractor's agents, employees,
subcontractors and consultants warrants that by execution of this Agreement, that they
have no interest, present or contemplated, in the projects affected by this Agreement.
Contractor further warrants that neither Contractor, nor Contractor's agents, employees,
subcontractors and consultants have any ancillary real property, business interests or
income that will be affected by this Agreement or, alternatively, that Contractor will file
with the City an affidavit disclosing this interest.
17. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and
regulations which in any manner affect those employed by Contractor, or in any way
affect the performance of the Services by Contractor. Contractor will at all times observe
and comply with these laws, ordinances, and regulations and will be responsible for the
compliance of Contractor's services with all applicable laws, ordinances and regulations.
Contractor will be aware of the requirements of the Immigration Reform and Control Act
of 1986 and will comply with those requirements, including, but not limited to, verifying
the eligibility for employment of all agents, employees, subcontractors and consultants
that the services required by this Agreement.
18. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations
prohibiting discrimination and harassment.
19. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following
procedure will be used to resolve any questions of fact or interpretation not otherwise
settled by agreement between the parties. Representatives of Contractor or City will
reduce such questions, and their respective views, to writing. A copy of such
documented dispute will be forwarded to both parties involved along with recommended
methods of resolution, which would be of benefit to both parties. The representative
receiving the letter will reply to the letter along with a recommended method of
resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory
to the aggrieved party, a letter outlining the disputes will be forwarded to the City
Manager. The City Manager will consider the facts and solutions recommended by each
party and may then opt to direct a solution to the problem. In such cases, the action of
the City Manager will be binding upon the parties involved, although nothing in this
procedure will prohibit the parties from seeking remedies available to them at law.
20. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services,
City may terminate this Agreement for nonperformance by notifying Contractor by
certified mail of the termination. If City decides to abandon or indefinitely postpone the
work or services contemplated by this Agreement, City may terminate this Agreement
upon written notice to Contractor. Upon notification of termination, Contractor has five
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(5) business days to deliver any documents owned by City and all work in progress to
City address contained in this Agreement. City will make a determination of fact based
upon the work product delivered to City and of the percentage of work that Contractor
has performed which is usable and of worth to City in having the Agreement completed.
Based upon that finding City will determine the final payment of the Agreement.
Either party upon tendering thirty (30) days written notice to the other party may
terminate this Agreement. In this event and upon request of City, Contractor will
assemble the work product and put it in order for proper filing and closing and deliver it
to City. Contractor will be paid for work performed to the termination date; however, the
total will not exceed the lump sum fee payable under this Agreement. City will make the
final determination as to the portions of tasks completed and the compensation to be
made.
21. COVENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or
person, other than a bona fide employee working for Contractor, to solicit or secure this
Agreement, and that Contractor has not paid or agreed to pay any company or person,
other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift,
or any other consideration contingent upon, or resulting from, the award or making of
this Agreement. For breach or violation of this warranty, City will have the right to annul
this Agreement without liability, or, in its discretion, to deduct from the Agreement price
or consideration, or otherwise recover, the full amount of the fee, commission,
percentage, brokerage fees, gift, or contingent fee.
22. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any Agreement claim submitted to
City must be asserted as part of the Agreement process as set forth in this Agreement
and not in anticipation of litigation or in conjunction with litigation. Contractor
acknowledges that if a false claim is submitted to City, it may be considered fraud and
Contractor may be subject to criminal prosecution. Contractor acknowledges that
California Government Code sections 12650 et seq.. the False Claims Act applies to
this Agreement and, provides for civil penalties where a person knowingly submits a
false claim to a public entity. These provisions include false claims made with deliberate
ignorance of the false information or in reckless disregard of the truth or falsity of
information. If City seeks to recover penalties pursuant to the False Claims Act, it is
entitled to recover its litigation costs, including attorney's fees. Contractor acknowledges
that the filing of a false claim may subject Contractor to an administrative debarment
proceeding as the result of which Contractor may be prevented to act as a Contractor
on any public work or improvement for a period of up to five (5) years. Contractor
acknowledges debarment by another jurisdiction is grounds for City to terminate this
Agreement.
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23. JURISDICTIONS AND VENUE
Any action at law or in equity brought by either of the parties for the purpose of
enforcing a right or rights provided for by this Agreement will be tried in a court of
competent jurisdiction in the County of San Diego, State of California, and the parties
waive all provisions of law providing for a change of venue in these proceedings to any
other county.
24. SUCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon City and
Contractor and their respective successors. Neither this Agreement or any part of it nor
any monies due or to become due under it may be assigned by Contractor without the
prior consent of City, which shall not be unreasonably withheld.
25. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated
by it, along with the purchase order for this Agreement and its provisions, embody the
entire Agreement and understanding between the parties relating to the subject matter
of it. In case of conflict, the terms of the Agreement supersede the purchase order.
Neither this Agreement nor any of its provisions may be amended, modified, waived or
discharged except in a writing signed by both parties.
26. AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf
of Contractor each represent and warrant that they have the legal power, right and
actual authority to bind Contractor to the terms and conditions of this Agreement.
CONTRACTOR CITY OF CARLSBAD, a municipal
corporation of the State of California™ ,
'( <f\^~^\ —i jf ) —
City Manager or Mayor
(e-mail address)
If required by City, pcpjoer notarial acknowledgment of execution by contractor must be
attached. If a Corporation. Agreement must be signed by one corporate officer from
each of the following two groups. DKETHCTOFOOLUMBA885
atucrtbedwd Sworn to baton u»,ln my pmwct,
.. Citv^ttorney ADprovid.Vefejpn #11.28.06 2/tx£-""'>1>5£HANG MAVA4
NOTARY PUBLIC 8
DBTWCT OF COLUMHA
Mtf Commterton Exptrat April 14. 2010
M^^B^^^^^^i^^*^^*^^*^^*^^^^^^^^^^^^
'Group A. **Group B.
Chairman, Secretary,
President, or Assistant Secretary,
Vice-President CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or assistant
secretary under corporate seal empowering the officer(s) signing to bind the corporation.
APPROVED AS TO FORM:
BALL, City Attorney
Deputy City Attorney
City Attorney Approved Version #04.01.02
EXHIBIT "A"
Partners for Livable Communities
Proposition D and Beyond:
Work Program
Carlsbad, CA
Livability starts with a vision. Any community vision, developed with wide community
participation, can provide fresh ideas and afford opportunities to set priorities that the whole
community can embrace. Creating such a vision, and the strategic plan to implement it, is a
complex process for which Partners for Livable Communities is uniquely qualified. Partners is
experienced in managing that process and bringing the public and private sectors together to
provide the greatest benefit to the community.
Visioning and strategic planning for community projects brings together stakeholders from
across the community to create a vision for the future, define short and long term goals, and
often establish plans for action. The visioning process also often links the public, private, and
civic sectors together towards a common goal.
From the experience and success of Partners, several basic truths about community planning
have emerged:
• Effective visioning and goal setting requires a civic body that spans all sectors of the
community
• Cooperation is defined by mutual self-interest
• Mutual self-interest is understood broadly as the medium for community value
• It is this civic leadership body that must set the goals for positive change for the entire
community
CARLSBAD: ASSESSMENT OF NEED
The community of Carlsbad is ready to begin discussions on the implementation of Proposition
D and what to do with a large piece of open space land that has the potential for many assets to
be created to benefit and connect together the entire community. The Proposition D land must
be used for open space uses. The City of Carlsbad, however, is interested in determining the
community's interest and desire for the most appropriate open space uses: active versus
passive, recreational, agricultural, cultural/civic, etc. Carlsbad would like this discussion to be
held on a broad community basis so that a community consensus can be reached on a plan for
the use of the Proposition D land.
In the course of this process, Carlsbad hopes to engage and empower the community to
imagine verbally and visually how they can define the best open space uses for the Proposition
D land in a way that connects the community and creates a place for all its citizens to enjoy.
Proposition D contained the framework for the permitted open space uses on the land, but
requires community involvement in determining the most appropriate uses and the planning for
those uses.
Carlsbad previously developed a citywide vision and guiding principles for connecting the
community through the "Connecting Community, Place and Spirit" (CCPS) program. This
previous work will also serve as a foundation for moving forward on the Proposition D
implementation process. The ultimate goal of the implementation process is to develop
community consensus on an open space plan for the Proposition D land that provides a unique
place for community connection and interaction and that enhances livability in Carlsbad.
10
WORK PROGRAM
Partners for Livable Communities will conduct a 6.5 month work program that will include five
major phases: the formation of a Citizens Process Committee, a public workshop that identifies
key community issues, community focus groups on how this unique open space can be an
asset, a design charrette that will identify a scenario with community consensus, and a
community report and presentation to the City Council.
Phase /: Carlsbad forms a Proposition D Citizens Process Committee and Partners and
Committee define the program process
Requires 1 visit by Partners' staff
Step 1: Carlsbad forms Citizens Process Committee
Carlsbad will form a Citizens Process Committee of seven members that include one
member each from the Planning Commission, Parks and Recreation Commission, and Arts
Commission, and one citizen from each of the four quadrants of the city. This Committee
will:
a) Provide citizen oversight of entire process
b) Identify appropriate stakeholders to incorporate into the process
c) Ensure maximum community participation in the process
d) Review all background information (Prop. D, CCPS vision and guiding principles,
etc.)
e) Coordinate with City of Carlsbad staff to organize all events (public workshop,
focus groups, charrette)
f) Review public comments/input
g) Review Partners materials and reports
Step 2; Partners works with Committee to define stakeholders, objectives, and a decision-
making process
After formation, the Committee, with the help of appropriate additional sources, will begin to
compile key stakeholder lists. Partners and a consultant on visioning and public input will
travel to Carlsbad for an initial visit to meet with the Committee. While there, Partners will
work with the Committee to refine their stakeholder lists and suggest missing or alternative
elements, and to outline the exact methodology and appropriate decision-making process
for Carlsbad's situation.
The Committee will then finalize their stakeholder invitations and community outreach
process and plan the public workshop for Phase 2. Partners will prepare background
materials/presentation for the workshop.
Phase 2: Partners defines key issues through community-wide public workshop
Requires 2 visits by Partners' staff
Step 1: Citizens Process Committee and Partners conduct a community-wide public
workshop
The Citizens Process Committee and Partners will coordinate to conduct a community-wide
public workshop that will explain the goals of the program and will allow the public to give
their preliminary input on the most pressing wants, needs, and values in Carlsbad that relate
the use of the Proposition D land. The Committee and Partners will also consider other
possibilities for obtaining this information in addition to the workshop. These might include
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an online survey, a survey distributed through water bills, or another method that would
allow opinions to be expressed remotely.
Step 2: Partners reviews and analyzes all information and initial public input
Partners will review the findings from Step 1 and will synthesize the information into a set of
suggested key community issue opportunities to explore in the focus groups and through the
charrette. Partners will analyze these key issues as they relate to the provisions in
Proposition D and to the previous visioning principles found in the "Connecting Communty,
Place and Spirit" process.
Step 3: Partners meets with the Citizens Process Committee to define key issues to be
addressed in Phase 3
Partners will meet with the Committee and present their findings on the key issues and their
relationship to Proposition D and the CCPS efforts. Partners and the Committee will confirm
the key issue opportunities to be addressed in Phase 3 and Phase 4. Partners will then
compile this information into materials to distribute at the focus groups that include
background on the program, process, and key community issues.
Phase 3: Partners conducts focus groups with community members
Requires 1-2 visits by Partners' staff
Partners and associates deemed appropriate by the Citizens Process Committee will
facilitate approximately 4-6 community focus groups. Participants will include citizens that
attended the initial public workshop, property owners/adjacent landowners, community
stakeholders, and other interested parties deemed appropriate by the Committee. At least
one member of the Committee would be present at each focus group. These groups would
have between 20-40 members each. Groups will either be organized to have a cross-
section of the community to discuss all of the wants, needs and issue opportunities, to have
a specialized group focus on a particular topic, or to have a specialized group focus on all
wants, needs, and issue opportunities from their perspective. These focus groups will be
held at times of the day that will promote the highest levels of participation, and in places
that are easily accessible to the groups.
The goal of each group will be to engage in dialogue on the key community wants and
needs and how they might be addressed in a community-wide consensus open space plan
in relation to the Proposition D and adjacent lands. These sessions will not focus on exact
uses, specific scenarios, or plans for the space, but rather will work on a conceptual level to
identify values and how different types of open space could address these common needs.
After holding the focus groups, Partners will compile the information gathered to present to
the experts in Phase 4.
Phase 4: Partners conducts design charrette
Requires 1 visit by Partners'staff and experts
Partners will hold a charrette over the course of two days that brings to Carlsbad some of
the top experts in planning, community visioning, and urban design to take the suggestions
of the community and turn them into conceptual plans for the City of Carlsbad and its
constituents.
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Partners will choose four experts in consultation with the City of Carlsbad and the Citizens
Process Committee. Examples of experts that might be chosen include Partners' long-term
associates such as Charles Zucker, who ran the American Institute of Architects'
Regional/Urban Design Assistance Team (R/UDAT) for ten years; Peter Harnik of the Trust
for Public Land; and Gianni Longo of American Communities Partnership, who pioneered
the Vision 2000' strategy for Chattanooga, TN. These experts will help facilitate citizen
input, act as problem-solvers, and provide quick sketching abilities for scenarios.*
These experts will be briefed by Partners on the results of the workshop and community
focus groups. When they arrive in Carlsbad, the Committee will field visit the site with the
experts so that they have the opportunity to explore its potential. This will also allow them to
report back on their impressions to the general audience, and structure their thoughts about
the use of the land and what will and will not work.
Invited to the charrette would be citizens, stakeholders, members of the Citizens Process
Committee, local planning and design professionals, etc. On the first day, Partners would
review the key values and needs expressed by the community in the community workshop
and focus groups. The charrette participants will then begin to identify scenarios for how
these wants and needs may be taken into account within the Proposition D and adjacent
areas. The experts present will facilitate this concept and will provide their comments,
critiques, and visual stimuli for discussion. By the end of the first day, the goal will be to
have 2-4 scenarios of land uses that conform to the open space values and needs of the
community.
The first half of the second day will be structured to allow voting and critique of the scenarios
by the participants, with the intention of reaching consensus on a specific scenario. Voting
may take place through an electronic conference voting system or a more informal method.
Input from the public not present at the event may be obtained by posting the scenarios on a
website or having them located in a central location for viewing and comment.
During the second half of the second day, Partners, the experts, the Citizens Process
Committee, and stakeholders present for the charrette will begin identifying strategic action
steps related to key elements of the consensus scenario.
Phase 5: Partners packages the report and presents it to the community
Requires 1 visit by Partners' staff
Partners, the Citizens Process Committee, and staff will prepare a strategic action plan of
specific recommendations on the next steps to implement the consensus scenario plan
developed as a result of the community workshop, focus groups and design charette.
Partners will produce a report that includes documentation of the process; an overview of
the results from each step of the process; the final consensus scenario of the use of
Proposition D and its relationship to adjacent land identified through the charrette process;
and a strategic action plan for the implementation of Proposition D. Partners will present
this report at a City Council public meeting or workshop.
* If the City of Carlsbad is interested in hiring one of Partners' associates to do detailed design
plans, Partners will endeavor to ensure that there are members on the charrette team with the
capacity to fulfill their needs. Please see Addendum on page 8.
NOTE: The City of Carlsbad is responsible for securing funding for local hosting expenses for
events (i.e. venues, refreshments, A/V, etc).
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TIMELINE
Partners proposes to complete each step of the work program with the following durations of
time:
Phase 1: Citizens Process Committee. Program Definition (Total time: 6 weeks)
Citizens Process Committee Formed, Stakeholders Identified - 2 weeks
Event: Partners Meets with Committee - 1 morning or afternoon
Partners and Committee Plan Initial Public Workshop - 4 weeks
Phase 2: Public Workshop. Meeting with Committee (Total time: 4 weeks)
Event: Community-Wide Public Workshop - 1 evening
Partners Prepares Report - 4 weeks
Event: Partners Meets with Committee - 1 morning or afternoon
Phase 3: Community Focus Groups (Total time: 6 weeks)
Committee Plans Focus Groups - 4 weeks
Event: Focus Groups - 4-6 early mornings and evenings over 2 weeks
Phase 4: Design Charrette (Total time: 4 weeks)
Committee & Partners Plan Charrette - 4 weeks
Event: Design Charrette - 2 days
Phase 5: Presentation to City Council (Total time: 6 weeks)
Partners Prepares Report - 6 weeks
Event: Presentation at City Council Public Meeting - 1 evening
Total Time: 6.5 Months
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BUDGET
City of Carlsbad: Proposition D and Beyond
Budget Overview
Partners/Consultants Staff Time
President $26,540
Program Officer $11,820
Experts $17,700
SUBTOTAL (Time) $56,060
Partners/Consultants Travel Costs
Partners (2 staff x 6 trips x $1000) $12,000
Experts (4 experts x 1 trip x $1500) $6,000
Overhead (39%) $7,020
SUBTOTAL (Travel) $25,020
Direct Costs
Wireless Audience Response Rental $1,500
Phone $300
Printing $660
Mailing $200
Materials $500
Design (Reports, Presentation) $2,500
Overhead (39%) $2,207
SUBTOTAL (Direct Costs) $6,367
TOTAL $87,447
PAYMENT TO BE MADE AS FOLLOWS UPON RECEIPT OF INVOICE
$25,000 SIGNING OF CONTRACT
$35,000 COMPLETION OF PHASE 3 (Focus GROUPS)
$20,000 COMPLETION OF PHASE 4 (CHARRETTE)
$ 7,447 COMPLETION OF PROJECT
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ABOUT THE ORGANIZATION
Partners for Livable Communities is a non-profit leadership organization working to improve the
livability of communities by promoting quality of life, economic development, and social equity.
Since its founding in 1977, Partners has helped communities set a common vision for the future,
discover and use new resources for community and economic development and build
public/private coalitions to further their goals.
Partners promotes livable communities through technical assistance, leadership training,
workshops, charettes, research and publications. More than 1,200 individuals and groups from
local, state, national, international, public and private and media organizations make up
Partners' resource network and share innovative ideas on livability and community
improvement.
Partners' governing board includes a distinguished roster of leaders from local government,
banking, arts and culture and the philanthropy industry. Foundations, corporations and fees for
services fund the organization.
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