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HomeMy WebLinkAboutRBF Consulting; 2003-04-02;AMENDMENT NO. 2 TO AGREEMENT FOR PROFESSIONAL CONSULTANT SERVICES (RBF Consulting) This Amendment No. 2 is entered into and effective as of the a( /z day of , 2004, amending the agreement dated April 2, 2003 (the “Agreement”) by and between the City of Carlsbad Redevelopment Agency, a body corporate and politic, (“City”), and RBF Consulting, a California Corporation, (“Contractor”) (collectively, the “Parties”) for land use planning and standards development and/or design services for preparation of a Land Use Strategy and Vision Statement for Planning Area 3 (“Ponto Area”) of the South Carlsbad Coastal Redevelopment Area. RECITALS A. The Parties desire to alter the Agreement’s scope of work to provide for additional professional services for environmental review of the Draft Ponto Beachfront Village Vision Plan for the South Carlsbad Coastal Redevelopment Area; and B. The Parties have negotiated and agreed to a supplemental scope of work and fee schedule, which is attached to and incorporated by this reference as Exhibit “A“, Scope of Services and Fee. NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, City and Contractor agree as follows: 1. In addition to those services contained in the Agreement, as may have been amended from time to time, Contractor will provide those services described in Exhibit “A”. 2. City will pay Contractor for all work associated with those services described in Exhibit “A on a time and materials basis not-to-exceed ten thousand dollars ($1 0,000). Contractor will provide City, on a monthly basis, copies of invoices sufficiently detailed to include hours performed, hourly rates, and related activities and costs for approval by City. 3. Contractor will complete all work described in Exhibit “A” by no later than April 1, 2005. 4. All other provisions of the Agreement, as may have been amended from time to time, will remain in full force and effect. 5. All requisite insurance policies to be maintained by Contractor pursuant to the Agreement, as may have been amended from time to time, will include coverage for this Amendment. 6. The individuals executing this Amendment 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 Amendment. 1 City Attorney Approved Version #05.22.01 CONTRACTOR CITY OF CARLSBAD REDEVELOPMENT AGENCY, a body corporate and politic (sign he re', re. l/? Executive Director 1- ( p ri n t nam'elt i t I e) ATTEST: f--:r/#k CIA 5/h 62 44- corn (e-mail address) -r **By: RAYMOND PATCHETT, Secretary (si g n h e re) (print nameltitle) (e-mail address) If required by City, proper 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. *Group A. Chairman, President, or Vice-president **Group B. Secretary, Assistant Secretary, CFO or Assistant Treasurer Otherwise, t,,e corporation must attach a resc,Jtion certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. APPROVED AS TO FORM: RONALD R. BALL, City Attorney y City Attorney z REV. 09/28/2004 . .. EXHIBIT “A” SCOPE OF SERVICES AND FEE September 17, 2004 Revised September 27,2004 JN 25-101483.999 Ms. Debbie Fountain Director City of Carlsbad Department of Housing and Redevelopment 2965 Roosevelt Street, Suite B Carlsbad, CA 92008-2389 Subject: Proposal for Initial Study/Environmental Checklist Preparation for General Plan Amendment - Ponto Beachfront Village Vision Plan, City of Carlsbad. Dear Ms. Fountain: RBF Consulting (RBF) is pleased to submit this proposal to prepare an Initial StudyEnvironmental Checklist for the proposed Ponto Beachfront Village Vision Plan area. As you are aware, RBF is familiar with this project, as we prepared the Ponto Beachfront Village Vision Plan for the City of Carlsbad. The project site is located along the east side of Carlsbad Boulevard and across from South Carlsbad State Beach and Campground in the City of Carlsbad, California. Implementation of the Ponto Beachfront Village Vision Plan will ultimately require approval of a General Plan Amendment (GPA) to the City’s General Plan to allow for consistency between the General Plan and land uses envisioned for the Ponto area. The GPA process will require preparation of an Initial Study and Environmental Checklist to assess potential environmental impacts of the project. The attached scope of services reflects our review of available project information and the tasks required to complete the Initial StudyEnvironmental Checklist. The RBF Team offers the following benefits for your consideration: Experienced Project Manager and Staffing: The RBF Team, led by Alex Jewell, AICP, will work closely with City Staff to expedite the process and will oversee the preparation of the Initial Study/Environmental Checklist. Key staffing for the project includes Mr. Jewell as Project Manager and Nicole Marotz as environmental analyst. Knowledge and Experience in the Area: RBF recently completed preparation of the Ponto Beachfront Village Vision Plan in coordination with the City of Carlsbad and is therefore familiar with the project and the environmental issues and/or constraints that ultimately affected the conceptual design of the Plan. In addition, RBF has prepared numerous environmental documents and technical reports for a wide range of projects in the City of Carlsbad. Efficient Team Effort: RBF has extensive experience in preparing legally defensible CEQA documentation for numerous projects both in Carlsbad and other jurisdictions throughout California. In addition, RBF has completed a number of studies for the City, many of which have been on accelerated sched u I es. We welcome the opportunity to discuss this proposal with you. Please let us know if there are opportunities to adjust the schedule to meet your needs. RBF appreciates the opportunity to once again provide consulting services to the City of Carlsbad on the Ponto project, and staffing is available to complete the work effort, as scheduled. If you have any questions regarding the attached scoping information, please call me at (858) 614-5085. Sincerely, Alex Jewell, AICP Environmental Project Manager H:WDATAVS 101483Wojrct Info\Sco~\1483proO1 doc PROPOSAL FOR CONSULTING SERVICES ENVIRONMENTAL ANALYSIS FOR THE PROPOSED PONTO BEACHFRONT VILLAGE VISION PLAN CARLSBAD, CALIFORNIA Submitted to: CITY OF CARLSBAD Submitted by: RBF CONSULTING September 17,2004 Revised September 27,2004 ' TABLE OF CONTENTS I . Project Description .............................................................................................................. 1 II . Scope of Work .................................................................................................................... 1 1 . 0 Project Kick-Off and Project Description ................................................................ 2 2.0 3.0 Initial Study/Environmental Checklist ...................................................................... 2 3.1 Introduction ................................................................................................. 2 3.2 Environmental Checklist ............................................................................. 2 3.3 Environmental Analysis ............................................................................... 3 3.4 Inventory of Mitigation Measures ................................................................ 3 3.5 Determination .............................................................................................. 3 5.0 Draft Initial Study ..................................................................................................... 4 6.0 Final Initial Study ..................................................................................................... 4 7.0 Mitigation Monitoring Program ................................................................................ 4 8.0 9.0 Reimbursable Expenses ......................................................................................... 4 Research and Investigation .................................................................................... 2 4.0 Graphic Exhibits ...................................................................................................... 3 Project Coordination and Meeting Attendance ....................................................... 4 Ill . Preliminary Project Schedule .............................................................................................. 5 IV . Budget ................................................................................................................................. 6 . City of Carlsbad Proposal for Initial Study/Eiivironmental Checklist ATTACHMENT NO. 1 PONTO BEACHFRONT VILLAGE VISION PLAN INITIAL STUDYLENVIRONMENTAL CHECKLIST WORK PLAN I. PROJECT DESCRIPTION The project involves preparation of an Initial Study and Environmental Checklist associated with the Ponto Beachfront Village Vision Plan, which has been prepared to provide guidance for future development in the Ponto area, located in the City of Carlsbad, California. The project is bounded by Carlsbad Boulevard to the west, Poinsettia Lane to the north, the San Diego Northern Railroad to the east and La Costa Avenue to the south. The Plan provides a vision for development of the approximately 130-acre site (with an approximate 50-acre area that is viable for development), calling for a mixed-use, pedestrian- and bicycle- oriented development offering restaurants, retail stores, plazas, townhomes and mixed-use residential uses, as well as recreational uses and other features. Implementation of the Ponto Beachfront Village Vision Plan will ultimately require approval of a General Plan Amendment (GPA) to the City’s General Plan to allow for consistency between the General Plan and land uses envisioned for the Ponto area. The General Plan Amendment will also designate Ponto as an area of “Special Planning Consideration” to be developed under the guidance of the Ponto Beachfront Village Vision Plan. The GPA process will require preparation of an Initial Study and Environmental Checklist to assess potential environmental impacts of the project. The attached scope of services reflects our review of available project information and the tasks required to complete the Initial StudyEnvironmental Checklist in order to assess the potential environmental impacts associated with the project. Therefore, the following scope of services reflects the work program for RBF Consulting (RBF) to prepare an Initial StudyEnvironmental Checklist for the Ponto Beachfront Village Vision Plan project. 11. SCOPE OF WORK RBF=s work program will include a review of available documentation applicable to the project area, as well as review of the Ponto Beachfront Village Vision Plan. The analysis will also consider prior environmental documentation prepared for the project area and will utilize relevant data and information from the City of Carlsbad General Plan and the South Carlsbad Coastal Redevelopment Area Project. It is our understanding that the City will be responsible for the Notice of Intent and Negative Declaration form. The following Scope of Work has been prepared pursuant to information provided by the City and RBF’s involvement in preparing the Ponto Beachfront Village Vision Plan. The cost estimate, which is itemized according to task and issue, is included on page 6. September 17, 2004 Page I City of Carlsbad Proposal for Initial StLtdy/Environmental Checklist 1.0 PROJECT KICK-OFF AND PROJECT DESCRIPTION Based upon information included in the Ponto Beachfront Village Vision Plan and other supporting documentation prepared to date for the surrounding development areas, if applicable, RBF will draft a preliminary project description for review and approval by City staff. 2.0 RESEARCH AND INVESTIGATION RBF will evaluate the necessary information with respect to the proposed project to prepare the Initial S tudyEnvironmenta1 Checklist. As appropriate, project research will include coordination with the City to acquire and review relevant environmental data and technical studies prepared for the area as well as any other available files, exhibits, maps and reference documents. The initial investigation will also include review of existing land uses and environmental conditions for both on-site and surrounding lands. 3.0 INITIAL STUDY/ENVIRONMENTAL CHECKLIST RBF will prepare an Initial Study in accordance with the City’s Initial Study Checklist form and/or the most recent Environmental Checklist Form, as amended in the CEQA Guidelines. The Initial StudyEnvironmental Checklist will include detailed explanations of all checklist determinations and discussions of potential environmental impacts. The analysis shall be in accordance with Sections 15063, 15162, 15167 and 15168 of the CEQA Guidelines. The Initial StudyEnvironmental Checklist document will include the sections identified below. 3.1 INTRODUCTION This section will cite the environmental review requirements of the project, pursuant to CEQA and the City guidelines. The Introduction will include the project location, environmental setting, existing uses on-site and in the vicinity, the Project Description, Project Phasing, relevant background/history information for the site and General Plan and zoning requirements. 3.2 ENVIRONMENTAL CHECKLIST This section is modeled after the City’s Environmental Checklist Form, provided to RBF by the City, and will include a summary page of project information, followed by an explanation of factors considered for potential impacts. The comprehensive Ponto Vision Plan Initial Study/Environmental Checklist will be presented in a four column layout, identifying: 1 ) Potentially Significant Impacts, 2) Less Than Significant Impacts With Mitigation Incorporated, 3) Less than Significant Impacts, and 4) No Impacts. The section will provide a listing of documentation that will be Incorporated by Reference and notations for all references utilized for the determination. September 17, 2004 Page 2 City of Carlsbad Proposal for Initial Study/Environmental Checklist 3.3 ENVIRONMENTAL ANALYSIS The Environmental Analysis sections will provide vital supporting information for the conclusions rendered for the Environmental Checklist. This section will review the following issues: Aesthetics: Lighting and visual impacts to surrounding uses. Agriculture Resources: Impacts to agricultural resources. Air Quality: Emission impacts in consideration of San Diego Air Pollution Control District thresholds. Biological Resources: Impacts to biological resources. Cultural Resources: Impacts to archaeological and historical resources. GeoZogy/Soils: Seismicity, soils and erosion potential. Hazards & Hazardous Materials: Hazardous substances and emergency access. HydroZogy/Water Quality: Drainage, downstream impacts and groundwater quality. Land Use/Planning: Addressing existing policies, consistency and compatibility. Mineral Resources: Impacts to mineral resources. Noise: On and off-site noise levels in consideration of nearby sensitive receptors. Populatiodffousing: Comparison with local projections and potential for growth inducement. Public Services: Police, fire and school impacts. Recreation: Impacts on recreational facilities. Transportatioflrafic: Generation rates, capacity thresholds and access. Utilities/Service Systems: Electricity, solid waste, water and wastewater systems. Mandatory Findings of Signzfzcarzce: Focused on cumulative impacts. 3.4 INVENTORY OF MITIGATION MEASURES If mitigation measures are identified in Section 3.3, this Section will provide a listing of the mitigation requirements. 3.5 DETERMINATION The determination page will conclude the appropriate action based upon the environmental analysis. 4.0 GRAPHIC EXHIBITS The environmental document will include a maximum of four (4) exhibits to enhance the written text and clarify the Project and potential environmental impacts. Exhibits are anticipated to include: Regional Vicinity Map, Site Vicinity Map, Site Photographs and Land Use Plan. All exhibits will be in black and white format. Exhibits will be provided by City Staff to RBF. September 17, 2004 Page 3 City of Carlsbad Proposal for Initial Study/Environmental Checklist 5.0 DRAFT INITIAL STUDY RBF will submit one copy of the Draft Initial Study for review and comment by the City. Should additional copies be required, additional copies will be provided by RBF at an additional fee. RBF will also submit one (1) Acheck copy@ of the final draft document which will incorporate one complete set of comments received from the City. Deliverables: $ One copy of the Draft Initial Study $ $ $ One electronic copy of the Draft Initial Study One copy of revised Draft Initial Study One electronic copy of revised Draft Initial Study 6.0 FINAL INITIAL STUDY RBF will submit one camera-ready copy of the Final Initial Study to the City. Should additional copies be required, additional copies will be provided by RBF at an additional fee. Deliverables: $ One camera-ready copy of the Final Initial Study $ One electronic copy of the Final Initial Study 7.0 MITIGATION MONITORING PROGRAM Because no physical development is associated with this project, it is not anticipated that a Mitigation Reporting program will be required. 8.0 REIMBURSABLE EXPENSES Anticipated reimbursable items include the following (as necessary): document printing and binding, photographic prints and mileage ($0.50/mile) to meet with City staff. RBF has provided a budget for reimbursable expenses. OPTIONAL TASKS 9.0 MEETING ATTENDANCE RBF attendance at public hearing can be accommodated as an optional task. The number of meetings and amount of time can be negotiated with City staff at the time of the hearings. September 17, 2004 Page 4 City of Carlsbad Proposal for initial Stud~/Ei~vironmental Checklist ATTACHMENT NO. 2 PONTO BEACHFRONT VILLAGE VISION PLAN INITIAL STUDY/ENVIRONMENTAL CHECKLIST PRELIMINARY SCHEDULE 111. PRELIMINARY PROJECT SCHEDULE The following schedule is preliminary in nature and would be revised to meet both the applicant=s and the City=s desired timeline at the Project Kick-Off Meeting (Task 1.0). Consultants Authorized to Begin Work Draft Initial Study to City Staff Draft Initial Study Returned to Consultant Final Initial Study Submitted to City City Review of Final Initial Study Public Review Period Planning Commission Hearing City Council Hearing September 27, 2004 October 11,2004 October 18,2004 October 25, 2004 October 25-November 1,2004 November 4 - December 6,2004 January 11,2004 February 8,2005 September 17, 2004 Page 5 City of Carlsbad Proposal for Initial Study/Environrnental Checklist ATTACHMENT NO. 3 PONTO BEACHFRONT VILLAGE VISION PLAN PROJECT INITIAL STUDY/ENVIRONMENTAL CHECKLIST BUDGET ESTIMATE IV. BUDGET Budget Task - 1 .o 2.0 3.0 4.0 5.0 6.0 7.0 8.0 Project Kick-Offproject Description Research and Investigation Initial Study /Env ironmental Checklist Graphic Exhibits Draft Initial Study Final Initial Study Mitigation Monitoring Reimbursable Expenses $250 $400 $5,000 $150 $1,000 $800 $0 $300 TOTAL $7,900 Optional Task 9.0 Meeting Attendance TBD Notes and Assumptions: Progress billings will be forwarded to the Client on a monthly basis. These billings will include the fees earned for the billing period. The Client shall make every reasonable effort to review invoices within fifteen (15) working days from the date of receipt of the invoices and notify Consultant in writing of any particular item that is alleged to be correct. The fees proposed herein shall apply until March 31, 2005. Due to annual increases in costs associated with inflation, staff wage increases and increases in direct costs, Consultant may increase those portions of the contract fee for which work must still be completed after March 3 1, 2005, by ten percent (10%). Deviations or modifications from the Scope of Work will result in potential re-evaluation of the associated fees. Items not specifically stated in the proposal will be considered an additional work item. City Attorney Approved Version # 05.22.01 6 City of Carlsbad Proposal for Initial Stiidy/Etivironmenlal Checklist Consultant assumes that all plans and other products not currently available through Consultant’s completed work on the Ponto Beachfront Village Vision Plan (such as Ems and technical studies prepared for adjacent development, the City’s General Plan EIR and other relevant documentation) will be provided to RBF by the City. City Attorney Approved Version # 05.22.01 7 AGREEMENT FOR PROFESSIONAL CONSULTANT SERVICES (RBF Consulting) THIS AGREEMENT is made and entered into as of the 64 UB day of REDEgLkLMENT AGENCY, a body corporate and politic, ("City"), and RBF CONSULTING, a California Corporation, ("Contractor"). L 2003, by and between the CITY OF CARLSBAD RECITALS A. City requires the professional services of a land planning and design consultant contractor that is experienced in providing the necessary land use planning and standards development and/or design services for preparation of a Land Use Strategy and Vision Statement for Planning Area 3 ("Ponto Area") of the South Carlsbad Coastal Redevelopment Area. B. Contractor has the necessary experience in providing professional services and advice related to preparation of the desired Land Use Strategy and Vision Statement for the subject area. 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 two (2) years from the date first above written.-The City Manager may amend the Agreement to extend it for one (1) additional one (1) year periods or parts thereof in an amount not to exceed fifty thousand dollars ($50,000) per Agreement year. 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. City Attorney Approved Version #04.01.02 1 4. TIME IS OF THE ESSENCE Time is of the essence for each and every provision of this Agreement. 5. COMPENSATION The total fee payable for the Services to be performed during the initial Agreement term will be one hundred seventy six thousand two hundred nine dollars ($176,209). 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 (1 0%) 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. City Attorney Approved Version #04.01.02 2 8. OTHER CONTRACTORS The City reserves the right to employ other Contractors in connection with the Services. 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 in whole or in part by any willful misconduct or negligent act or omission 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 anv 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-:VI'. 10.1 Coveraaes 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 indemn'ification 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 Liabilitv 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. 3 City Attorney Approved Version #04.01.02 10.1.3 Workers' Compensation and Emplover's Liabilitv. Workers' Compensation limits as required by the California Labor Code and Employer's Liability 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 Providinq 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 Coveraqe. 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. City Attorney Approved Version #04.01.02 4 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 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 Citv: For Contractor: Debbie Fountain Jeff Barfield Housing and Redevelopment Director Housing and Redevelopment Dept City of Carlsbad 2965 Roosevelt Street, Suite B Carlsbad, Ca. 92008 Vice President, Planning RBF Consulting 9755 Clairemont Mesa Blvd, Suite 100 San Diego, Ca. 92124 (858) 61 4-5000 (760) 434-281 5 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 City Attorney Approved Version #04.01.02 5 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. 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. City Attorney Approved Version #04.01.02 6 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 (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 solicitor 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 City Attorney Approved Version #04.01.02 7 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT State of California I )3$ersonally known to me C proved to me on the basis of satisfactory evidence to be the person@ whose name@ idare subscribed to the within instrument and acknowledged to me thatfekhdthey executed the same in iI#her/their authorized capacity(&, and that by 4+&+m/their signaturQ) on the instrument the personk), or the entity upon behalf of which the person@ acted, executed the instrument. WITNESS mv.hand and official seal. . Signature‘of Notary aic OPTIONAL Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. Description of Attached Document Title or Type of Document: @-;.tv 04 eAmwb @OFJTwT reuM ‘ + Document Date: MIA Number of Pages: 10 e I4 Signer@) Other Than Named Above: A\d. f Capacitym Claimed by Signer Signer’s Name: 21 &d A - ’ 5 e cf c4y 814.r Individual 0 Corporate Officer - Title@): 0 Partner - D Limited C General 0 Attorney-in-Fact 0 Trustee 0 Guardian or Conservator %Other: 5r . vl f0 pfCs;den* Gn d \ILL* Signer Is Representing: KB f co fix ULT 1 a 6 0 1999 National Notary Association * 9350 De Sot0 he., P.O. Box 2402 Chatsworfh. CA 91 31 3-2402 - www natlonalnotary.org Prod No. 5907 Reorder: Call Toll-Free 1-800-876-6327 acknowledges debarment by another jurisdiction is grounds for City to terminate this Agreement. 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 (sign here) CARLSBAD ATTEST: RAY PATCHETT, Secretary City Attorney Approved Version #04.01.02 8 If required by City, proper 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. *Group A. Chairman, President] or Vice-president **Group B. Secretary] Assistant Secretary] 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: RONALD R. BALL, City Attorney By: City Attorney - City Attorney Approved Version #04.01.02 9 EXHIBIT “A” SCOPE OF SERVICES See attached Scope of Services and Fee Summary. City Attorney Approved Version #04.01.02 10 Land Use Strategy and Vision Statement for the Ponto Area of the SCCRA Scope of Work PHASE I INITIAL RESEARCH AND PROJECT BASE MAPPING TASK 1 .O Project Background and Research Task 1.1 Tour of Ponto Area The RBF Team will tour the entire project area and surrounding community. RBF will pay particular note to unique features; land use; streetscape and public space opportunities; pedestrian, bicycle, and transit linkages, traffic calming opportunities and circulation alternatives; and view corridors. Using digital camera technology, photographs will be taken of key items for presentation and discussion at future workshops and council meetings. Task 1.2 Staff Kick-Off Meeting / Interview Summaries The RBF Team will meet for up to one day with City Staff to discuss the project and the results the City would like to see. Participants will include the department heads and representatives from planning department, public works, parks and recreation, and other departments as deemed appropriate, among others. A key component of this meeting will be to review and record the results of interviews held to date between city staff and stakeholders, including but not limited to: City Staff, Property owners, Neighborhood and Homeowner Associations, State Park Staff , Coastal Commission Staff, etc. Task 1.3 Review and collect existing information and data RBF staff shall conduct investigations and become familiar with existing land use regulations including general plan, local coastal program and zoning as well as all pertinent regulatory plans and documents affecting development potential of the Specific Plan area. Assumptions: City Staff will assist in arranging access and retrieval of applicable plans and studies The RBF Team will review all available plans, documents, and studies that affect the Ponto area, including the Keyser Marston marketing study and the technical studies prepared by the RBF Team as part of this project. Pertinent documents at the local, regional, and state level will Revised Proposal 100964 March 10,2003 1 Land Use Strategy and Vision Statement for the Ponto Area of the SCCRA Scope of Work also be reviewed. The City will provide copies of documents, as appropriate. TASK 2.0 Project Base Map and Basic Infrastructure / Site Constraints RBF shall prepare an electronic base map for the Ponto Plan area and its environs, within 100 feet of the project site. The base map will be scaled at 1 inch = 100 feet, and will include the following information from readily available record sources. The City will provide RBF with any available ' digital maps and electronic data prior to beginning Phase II in order that sufficient project-specific maps and graphics can be generated for use in workshop presentations. To prepare the base map, RBF shall perform research and investigation of existing record data at the City of Carlsbad and County of San Diego as well as other public agencies as deemed appropriate. This base map shall be utilized by all disciplines preparing studies for the Ponto Area Plan. Constraints and opportunities information generated by baseline and inventory studies shall be incorporated onto the base map as appropriate, in addition to topography and existing overhead and underground utilities. Assumptions: Topographic mapping and property/ parcel information is available Current and potential capacity availability of infrastructure are not from city sources included Task 2 Deliverables: One (1) Final Base Map, with constraints and opportunities. PHASE II. TECHNICAL STUDIES TASK 3.0 Underground Utility Relocation Study RBF Team shall prepare a study analyzing the engineering feasibility associated with relocating a portion of the underground utilities (electrical, water, sewer, and dry utilities) existing in the area. The purpose of this study would be to evaluate how a utility relocation affects the potential realignment of Carlsbad Boulevard as a means of increasing the development potential of reclaimed land. These utilities may need to be relocated in order to facilitate potential development. Revised Proposal 100964 March 10,2003 2 CON-ULTINO Land Use Strategy and Vision Statement for the Ponto Area of the SCCRA Scope of Work Task 3 Deliverables: One (1) Final written Report on findings of Underground Utility Relocation Study. TASK 4.0 Carlsbad Boulevard Realignment Study Preliminary layout of alternative realignments of Carlsbad Boulevard will be prepared at a scale of 1 inch = 100 feet. Plans will show horizontal alignment, vertical profile, grading, median configurations, proposed right- of-way acquisitions and impacts to utilities, adjacent developments and other existing offsite improvements for two alternative realignments. The units of the analysis will be from Ponto Drive to Batiquitos Lagoon Bridge. It will include recommendations on existing and proposed utilities based upon the Underground Utility Relocation Study. The study will be performed in accordance with City of Carlsbad standards and will include an assessment of: Design Criteria Minimum Lane Widths Parkway Improvements Lane Geometry Turn Pocket Geometry Traffic Operations Land Use Compatibility and Access Right-of-way Acquisitions Mitigation of Existing Deficiencies A preliminary estimate of construction quantities and costs will be prepared for the two alternative realignments. Task 4 Deliverables: One (1) Final Plan indicating layout of alternative realignments of Carlsbad Boulevard. One (1) written report on preliminary estimate of construction quantities and costs for two alternative realignments. TASK 5.0 Traffic Impact Report RBF will prepare a traffic impact analysis report supporting the Ponto Area Land Use Study (Phase 111). The purpose of the analysis will be to summarize existing conditions, integrate study of the proposed ~ ~~~~~ Revised Proposal 100964 March 10,2003 3 Land Use Strategy and Vision Statement for the Ponto Area of the SCCRA Scope of Work realignment of Carlsbad Boulevard, and to assess the level of future road and intersection improvements necessary to support the ultimate development of the Ponto Area as envisioned by the Land Use Study. It is intended that portions of this task shall be conducted within Phase I1 as part of developing the land use strategy. Traffic analysis for the selected land use concept will be completed in Phase Ill. The following scope of work outlines our work plan. Existina Conditions RBF will document all existing roadway and intersection conditions within the Ponto Study area. RBF will conduct a field review of the site, collecting specific information, including: 0 Lane Widths Bicycle Lanes 0 On-Street Parking 0 Traffic Signal Operations and Timing Bus Routes 0 Any special traffic control measures that may effect traffic flow RBF will request the intersection record drawings and traffic signal timing sheets for all existing intersections. RBF will research the City Growth Management Plan traffic count data to determine if traffic count data is available within the study corridor. Peak hour and daily traffic counts are collected by the City on an annual basis through this program in August every year. Study locations to be evaluated in the traffic study will be identified using two criteria: a. City LFMP requirements - All roadway segments and intersections where 20% or more of the project generated trips are forecast to be added to the existing or future condition will be evaluated. b. SANDAG/SANTEC/ITE requirements - All roadway segments and intersections where 50 or more project aenerated trim are forecast to be added to the existing or future condition will be evaluated. Proiect ImDacts Analysis The traffic impact analysis report and level of service analysis will be prepared in accordance with the SANTEC/ITE Guidelines for the Traffic Impact Studies in the San Diego Region, dated March 2, 2000. The Revised Proposal 100964 March 10,2003 4 P= EDNBULTINQ Land Use Strategy and Vision Statement for the Ponto Area of the SCCRA Scope of Work following steps will be taken to determine the forecast project related impacts: Trip generation. After the project land uses are identified, RBF will review the traffic model to ensure that the appropriate land uses are reflected in the traffic analysis zone and that all connections to the traffic analysis zone from the roadway network are appropriately represented. RBF will work with SANDAG to update the traffic model and conduct the necessary traffic model analyses. Trip Distribution. A select zone analysis run will be conducted using the traffic model to determine the distribution of project trips on the roadway network. Because of the size of the proposed project, manual distribution of project trips is neither appropriate or recommended. The select zone analysis run will be used to determine the percent distribution of trips from the project site to surrounding communities. If the select zone analysis shows that over 150 peak hour trips are added to Interstate 5, a freeway analysis will be required. Trip generation rates for the project site will be determined based on the SANDAG “Not so Brief Guide”, dated April, 2002. RBF will work with City staff to ensure that the appropriate’designations for the identified land use are selected prior to inclusion in the traffic study. If the project is determined to evolve in a series of phases, RBF will prepare a phased analysis of the project. Phasing could be linked to land use, access and/or realignment of Carlsbad Boulevard. Level of Service Analvsis Roadway and intersection level of service analysis will be calculated for the following study scenarios: Existing Conditions 0 Near-Term Conditions, including any identified phasing of the proposed project 0 Future Conditions Consistent with the County CMP and the City’s Growth Management plan, intersections will be evaluated using both the Highway Capacity Manual (HCM) and Intersection Capacity Utilization (ICU), where appropriate. Only intersections and roadway segments along regionally significant arterials (RSA’s) will be evaluated using the HCM methodology. Revised Proposal 100964 March 10,2003 5 Land Use Strategy and Vision Statement for the Ponto Area of the SCCRA Scope of Work Future traffic volumes will be modeled for the year 2030 using the updated Carlsbad Sub-area model expected to be completed late 2002, early 2003. Sianificant ImDact Identification Based on the level of service analysis, potential project related significant impacts will be identified. According to SANTECATE guidelines, a project is said to significantly impact an intersection or roadway segment if: 1. The addition of the project generated trips results in a change from acceptable to unacceptable, or 2. If the study location is currently deficient, then an increase in delay of 2.0 seconds or greater or a change in the volume to capacity ratio of 0.02 or more is considered significant. Summary and Conclusions RBF will submit a draft of this report to the City for review prior to submitting the final report. Our project team will meet with the City to review their comments. All comments within the context of the scope of work will be included in the final draft. This report will include analysis of the study locations consistent with both the City’s Growth Management Plan and the County Congestion Management Plan. Task 5.0 Deliverables: 0 One (1 ) draft Traffic Impact Report 0 One (1 ) Final Traffic Impact Report (completed in Phase Ill) TASK 6.0 Geology/Soils Investigation The RBF Team’s Geotechnical consultant shall perform the following work in the earliest phase of the project, so that this information can be incorporated into the OpportunitiedConstraints phase of the Ponto Area Plan process. The consultant shall review the available soils and geology related data pertinent to the potential relocation of Carlsbad Boulevard and identification of any significant constraint to the planned development of the study area. The Consultant shall provide a bluff retreat analysis along the west side of Carlsbad Boulevard, as well as on the east side in the vicinity of the Revised Proposal 100964 March 10,2003 6 m... CONSULTINQ Land Use Strategy and Vision Statement for the Ponto Area of the SCCRA Scope of Work Batiquitos Lagoon Bridge. The Consultant shall prepare an analysis of groundwater conditions and shall recommend criteria for any required remedial grading. Task 6.0 Deliverables One (1) Final geologic map that shows existing geology, slopes, and bluff conditions. Task 7.0 Biological Resource Inventory Recon will prepare a Biological Resources Inventory and a Wetlands Delineation Report. The purpose of these studies will be to provide basic site constraints data that could have significant impact on the ultimate development plan for the Ponto Area. Existing Conditions/Constraints Records Search. Recon will conduct a search of the records of the California Natural Diversity Data Base (California Department of Fish and Game) and the -California Native Plant Society to determine what sensitive species have been reported from the vicinity of the project. Biological Resources Survey. Recon will conduct a biological resources survey of the 128-acre project area, including a botanical survey of the property to search for sensitive plant species and a zoological survey to search for sensitive animal species that are apparent at the time of the survey. Map On-Site Plant Communities. Following the biological resources survey, Recon will prepare a map showing natural plant communities, areas that could be under the jurisdiction of the U.S. Army Corps of Engineers andor the California Department of Fish and Game as wetlands or waters of the U.S., the observed locations of sensitive species, and habitat for sensitive species. Biologically sensitive areas that could pose constraints to development will be outlined on the map. Record On-Site Resources. Recon will record any inventoried biological resources located during the survey and comply with the reporting requirements of the Natural Diversity Data Base. Constraints Report. Recon will prepare a constraints report that describes biological resources occurring on the property, potential constraints posed by those resources, possible impacts of the development on the biological resources, and probable mitigation measures. Revised Proposal 100964 March 10,2003 7 CDNSULTINQ Land Use Strategy and Vision Statement for the Ponto Area of the SCCRA Scope of Work ldentification of Additional Studies. Recon will identify additional studies that may be required, such as directed searches for particular sensitive species. These and any other special studies would only be conducted with additional authorization from the client. The costs for these studies are not included in the fee submitted as part of this proposal. Bioloaical Summaw ReDort Following completion of the tasks above, Recon will prepare a biological summary report that describes biological resources occurring on the property, assesses the impact of the proposed development on the biological resources, and discusses mitigation measures, if necessary. Wetland Delineation Recon will conduct a wetland delineation according to guidelines set forth by the 1987 U.S. Army Corps of Engineers (USACE), as currently required by the USACE and accepted by the California Department of Fish and Game. Next, Recon will analyze the results of the delineation to determine the extent of jurisdictional wetlands and waters of the U.S. on the property. This task will be concluded with the preparation of a wetland delineation report that illustrates and discusses the condition of the jurisdictional areas. If appropriate, impacts and mitigation measures will be discussed in the report. Task 7 Deliverables: 0 ' One (1) Final Biological Summary Report 0 One (1 ) Final Wetland Delineation Report Task 8.0 Cultural Resources Inventory Recon will review known information about cultural and paleontological resources which could potentially affect the development potential of the Ponto Area. Existinq Conditions Records Search. Recon will conduct record searches at the South Coastal Information Center (SCIC) and the San Diego Museum of Man (SDMM). Map Research. Recon will research historic maps and aerial photographs at the San Diego County Survey Records Department. Field Survey. Recon will conduct an on foot field survey of the approximately 128-acre property to identify historic and prehistoric cultural resources. Revised Proposal 100964 March 10,2003 8 CONSULTINO Land Use Strategy and Vision Statement for the Ponto Area of the SCCRA Scope of Work Record Discovered Sites Following the completion of tasks above, Recon will record discovered sites with SClC and SDMM, if necessary. Summarv ReDort Recon will document the results of the research and field survey in a summary report, which describes historic and prehistoric resources on the project site and includes recommendations for further investigations, if necessary. Task 8 Deliverables: One (1 ) Final Summary Report on Cultural/Paleontological Resources PHASE 111. LAND USE STUDY AND VISION STATEMENT Task 9.0 Draft Development Concepts and Review and Input Task 9.1 Prepare Preliminary Recommendations with RBF shall prepare preliminary recommendations for the land use and development guidelines, based on a synthesis of the technical studies and our observations and best professional recommendations. Alternatives Task 9.2 Meeting with City Staff RBF will meet with City Staff to make a power-point based presentation to provide information on the existing conditions in the Ponto Area, and to review the results of the various studies addressing major opportunities and constraints. RBF will present preliminary recommendations for the land use and development guidelines, based on a synthesis of the technical studies and our observations and best professional recommendations. RBF will obtain feedbaddinput from City Staff and revise/adjust the presentation accordingly. Task 9.3 Special Workshop with Property Owners RBF will facilitate a workshop with the Ponto Area Property Owners and/or their agents or representatives. A Powerpoint-based presentation will give participants a "virtual tour" of the Ponto area and will present existing conditions, and review the results of studies addressing major opportunities and constraints. Revised Proposal 100964 March 10,2003 9 Land Use Strategy and Vision Statement for the Ponto Area of the SCCRA Scope of Work RBF will present preliminary recommendations for land use and development design guidelines, based on a synthesis of the technical studies and our observations and best professional recommendations. RBF will obtain feedbacwinput from the property owners on the information presented during the workshop. This information will be summarized for consideration as the vision for the area and other matters are further refined. Task 9 Deliverables: One (1) Power Point Presentation for Staff Meeting and Property One (1 ) Summary of Property Owner commentdinput Owner Workshop (provide on CD) Task 10.0 Land Use Visioning Report and Vision Poster Task 10.1 Land Use Visioning Report The results of the Land Use Study and Visioning Process will be presented in a written, narrative report. The report will contain the following detailed information: Proposed Land Uses or Land Use Theme Districts Proposed alignment for Carlsbad Boulevard Proposed Streetscape Concept Proposed New Public Spaces or Parks Proposed Parking Areas Proposed connections to adjacent land uses Vision Statement, the intent of the Vision Plan, and the process to develop Basic Design Guidelines (e.g. architecture, building heights, etc.) Typical Street Section and Standards Proposed bicycle, transit and pedestrian circulation system and linkages Renderings of important design details Landscape Guidelines Revised Proposal 100964 March 10,2003 10 Land Use Strategy and Vision Statement for the Ponto Area of the SCCRA Scope of Work 10.2 Users’ Guide and Implementation Matrix RBF shall prepare a User’s Guide on how to implement the Land Use Study and Vision Statement, and how it affects development of the Ponto Area and relates to other plans and established guidelines in the City. RBF shall prepare an Implementation Matrix which will identify key implementation steps and those entities responsible for their implementation, and how to process land use entitlements that conform to the Plan’s land use concepts and design guidelines. 10.3 Develop Vision Poster Based on the work completed in earlier tasks, RBF will develop a vision poster that includes schematic land use plans and conceptual designs. The poster will be developed to supplement and further explain, visually, the narrative report.The proposed size of the two-sided poster is to be 24inch x 36inch and will be done in full color. The front side will depict: Proposed land uses or land use theme districts . Proposed alignment for Carlsbad Boulevard Proposed streetscape concept . Proposed new public spaces or parks . Proposed parking areas . Proposed connections to adjacent land uses . Vision statement The second side of the poster will illustrate and describe: . Basic design guidelines (e.g., building heights) . Typical street section and standards . Proposed bicycle, transit, and pedestrian circulation system and linkages . Renderings of important design details . Landscape guidelines Task 10.4 City Staff Review of Report and Vision Poster RBF will meet with staff to present and review the Report and Vision Poster, and solicit input on any desired changes. RBF will revise Report and Vision Poster as directed by City Staff. Revised Proposal 700964 March 10,2003 11 Land Use Strategy and Vision Statement for the Ponto Area of the SCCRA Scope of Work Task 10 Deliverables: 0 One (1) preliminary draft and one (1) final draft Land Use Study and Vision Statement Narrative Report containing the items in Task 10.0, and including staff revisions (both paper and digital version). 0 One (1) preliminary draft and one (1) final draft Vision Poster (two sheets, each one-sided) and one (1) digital version containing the items in Task 10.1, and including staff revisions. Implementation Matrix One (1) preliminary draft and one (1) final draft Users Guide and Task 11.0 Public Review and Comment Task 11.1 Property Owner, Community & Planning CommissiodCity Council Review of Land Use Study and Vision Statement Report, and Vision Poster The Land Use Study and Vision Statement (narrative report) and illustrative Vision Poster, will be presented by RBF during public workshops or special sessions to Ponto Area property owners, the general community and the Planning CommissiodCity Council for review and to obtain final comments/feedback. The Report and Vision Poster will be presented and reviewed at the following workshopdsessions: 1. Property Owners - special session with the property owners of the Ponto Area and/or their agents or representatives to make presentation on report and vision poster, and to solicit input. 2. Community Workshop - special session for all interested community members to make presentation on report and vision poster, and solicit input 3. City Council and Planning Commission Review - special session workshop will be held with the City Council members to make . presentation on report and vision poster, and solicit input. The Planning Commissioners will be invited to attend this workshop with the Council to hear this presentation. Input from the Planning Commissioners will also be solicited. Task 11.1 Summary of InpuVFeedback from Property Owner, Community and City Council Workshops/Sessions RBF will provide City Staff with a written summary of the inputlfeedback received from the Ponto Area Property Owners, community, City Revised Proposal 100964 March 10,2003 12 Land Use Strategy and Vision Statement for the Ponto Area of the SCCRA Scope of Work CounciVPlanning Commission during the workshops or special sessions noted in Task 1 1 .O. Task 11 Deliverables: 0 Written summary of input received during workshops or special sessions with property owners, community , and city council/ planning commission Task 12.0 Memorandum of Final Ponto Report and Vision Poster Changes Upon conclusion of the property owner workshop, community workshop, and special session with the City Council and Planning Commission, , RBF will prepare and submit to the City a memorandum that identifies all ' changes which the City may wish to make to the Report and Vision Poster. RBF will meet with staff to discuss any desirable revisions, following review of the subject memorandum. This discussion with staff on the memorandum will provide the guidance for completion of all final deliverables by RBF Task 13.0 Final Report and Vision Poster RBF will incorporate all desired changes as directed by the City. The final Report and Vision Poster will be presented by City Staff to the Planning Commission and City Council for adoption. RBF will assist staff in this final presentation to the Planning Commission and City Council and/or other appropriate legislative body. Task 13.0 Deliverables: . Attendance at one (1) Planning Commission hearing . Attendance at one (1) City Council hearing . One final (1) full color and one (1) electronic version of Ponto Vision Plan, including final version of narrative report and poster Copy-ready Master of the Ponto Vision Plan and Vision Poster Revised Proposal 100964 March 10,2003 13 F CON8ULTINO Land Use Strategy and Vision Statement for the Ponto Area of the SCCRA Scope of Work DELIVERABLES [TO BE DETERMINED] RBF will provide the following products to the City of Carlsbad: 1. Five- (5) draft copies of each Technical Study. 2. PrinVCopy Ready Master of each product provided under this scope 3. Electronic Copy of each product provided under this scope (in a form of work compatible with City of Carlsbad computer systems) REIMBURSABLES Anticipated reimbursable items include the following: . Document printing and binding . Blue prints and computer plots . Photographic prints . Mileage ($.40/mile) to attend staff and outreach meetings RBF has provided an estimated budget of reimbursable items.. UNDERSTANDINGS /ASSUMPTIONS / EXCEPTIONS Consultant shall note any special understandings, clarifications, assumptions or exceptions to this scope of work. Revised Proposal 100964 March 10,2003 14 LAND USE STRATEGY AND VISION STATEMENT - FEE SUMMARY Submitted by: RBF Consulting March IO, 2003 PROJECT AND CONTRACT ADMINISTRATION 1. II. 111. INITIAL RESEARCH & PROJECT BASE MAPPING TECHNICAL STUDIES LAND USE STUDY AND VISION STATEMENT Subtotal Tasks (Administrative and Task Phases I - 111 REIMBURSABLES (Authorized budget for printing, blueprinting, photography, postage and mileage) TOTAL Fee Summary $4,480 $22 , 1 64 $69,507 $72,558 $1 68,709 $7,500 $1 76,209 0 J J 191-d 20/20d 199-1 MAR4 9-03 02 : 15PM FROM-RBF CONSULT I NC 9494548576 T-653 P.02/05 F-167 I A- CERTIFICATE OF LIABILITY INSURAi NFERS NO RII ATE IS ISSUE Pountain &ry C.A 92708 17151 Wewho St., St6 211 Phone:714-708-4370 la~:714-708-2300 INSURERS AFFORDING COVERAGE INSURERK U.S. Fidelity and Guaranty Co. I t 1 I I DcbcRlPTlON Of OPERATlONS&OCAlWNfWCLS/€lCC~~NS ADDED W ENDORSEMENT~PECW PROIOSlOnS 110 days notice ot cancellation for non-payment of premium. IAR48-03 02:15PM FROM-RBF CONSULTING 8484548576 ACORb, CERTIFICATE OF LIABILITY INSURANCE T-653 P 03/05 F-167 DATE (MWDDWl 11126l02 PWtX Dealey, Rsnton lL Associates 7Hb CERTIFICATE IS ISSUED AS A MArrER OF INfORMATION P. 0. Box 10550 ONLY AN0 CONFERS NO RIGHTS UPON THE CERnACATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, E%TEND OR ALTER THE COVERAGE AFFORDED BY THE POMES BELOW- Santa Ana, CA 9271 14550 IWLJRERS AFFORDING COVERAGE RBF Consulting 1 Imine. CA 92619-7057 INSURER A Travelers Indemnity-C$.-rlf lI!lnOrs ____ . I. __ __ - INSUREFIB Fireman's Fund Jnrurance Co. INSURER c Underwriters at Lloyd's London Po BOX 57057 . - - tNSyAEF( 0. - " - - - ,- - . . - " " _. I COVERAGES THE POLlC~ES OF INSURANCE LISTED ELO OW nnvE BEEN ISSUED TO Tli€ INSURED NAMED ABOVE FOR THE WUCY PERIOD INDICATED NOTWITHSTANDING ANY REQUIREMENT. TEAM OR CONDITION OF ANY CONTRACT OR OTmER DOCUMENT NTH RESPECT TO WHlCH THIS CERTIFICATE MAY BE ISSUED OF MAY F'WTNN, TWE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SusJECT TO ALL THE TERMS. ExC&U$lOEtS~Np~P~tIorr$OFSUO POLICrES AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CWMS i TI Pf OF WSUWCE " i PqUCV NUMBER GlhlW WW7 P63QMOD409202 W."UU~ OCCUR INDP. CONTRACTORS . INCLUDED. ISPER i I /roc j I PSI 0500W09202 i " . I I I ANI Am0 t3 XEK00085413029 EXCESS uasm.- 2 OCCUR u CLAllnSMAOE C OTHER Professional PO0433000 Liability I I 11/30/02 I I I t"..- .._.. -..-._ . +. -r -- 11190102 11/30/03 EnCfiOCCURREHCC I rlo.OW*oOo &HEGATE I w,ow,Qoa . I t Is E IS E L EACH ACCIDENT 0 E L olmf -EM EMPLOYE s I I $2,000,000 Ann1 Aggr. 1 I ITISSPECIAL PROVIPONS I EP - Senera1 Liability policy claims excluded claims arising out of the performance of arofessional services. ie: All Operations Xty of Carlsbad is Additional Insured as respects to General Ltability. See Anacned Descriptions) MAR21 8-03 02 : 16PM FROM-RBF CONSULT I NG 9494548576 T-653 P.04/05 F-167 DESCRIPTIONS (Continued from Page 1) Priarnry and Non-Contributlng coverage and a Waiver of Subrogation applies to GL. (AVPRISBGUX) I MAR'lg-03 02 : 16PM FROM-RBF CONSULT I NC 9484548576 T-653 P.05105 F-167 . -. POLICY NUMBER: P630500D409202 COMMERCIAL GENERAL LIAABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES or CONTRACTORS (FORM B) This endorsement mocjifies insurance provldea unaer tne following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name of Person or Organlzatian; City of Carlsbad Attn: Contracts Administrator 2965 Roosevelt Sr., Ste. B Carlsbad, CA 92008-2389 (If M entry appears above, information required to complete the endorssment will &e shown in tne Qeclarations as applicable to tnls end~c~ernent ) WHO IS AN INSURED (Seam It) is amenda to include as an insured me person or organization shown in me Scneaule, but only with respect to Iiabliity arising out of "your work" for that insured by or for you. WAIVER OF SUBROGATION: IT IS UNDERSTOOD AND AGREED THAT THE COMPANY WAIVES THE RIGHT OF SUBROGATION AGAINST THE ABOVE ADDITIONAL INSURED(S), BUT ONLY AS RESPECTS THE JOB OR PREMISES DESCRIBED IN TWE CERTIFICATE ATTACHED HERETO. CG20 IO 11 85