HomeMy WebLinkAbout1991-01-15; City Council; 10993; AGREEMENT FOR THE PREPARATION OF AN OPEN SPACE AND CONSERVATION RESOURCE MANAGEMENT PLAN AND ASSISTANCE IN THE COMPLETION OF THE OPEN SPACE WORK PLAN1 CIT~F CARLSBAD - AGEND~ILL ."
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AB # & DE TITLE: AGREEMENT FOR THE PREPARATION OF AN
MTG. 1 /15/91 OPEN SPACE AND CONSERVATION RESOURCE
MANAGEMENT PLAN AND ASSISTANCE IN THE CIl
DEPT. PLN
RECOMMENDED ACTION:
CI1 COMPLETION OF THE OPEN SPACE WORK PL2W
That the City Council ADOPT Resolution No. 9/- i?3 , author the Mayor to enter into an agreement with the consulting fj Wallace Roberts & Todd to prepare an Open Space and Consen Resource Management Plan and assist in the completion of thc
Space Work Plan.
I ITEM EXPLANATION
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On September 12, 1989 the City Council accepted the repalrt ( Citizens Committee for review of Carlsbad's Open Space P1z Programs which contained recommendations for additional st and analysis regarding open space and growth manac standards; possible amendments to the Open Space Ordinancc
fiscal and physical feasibility of a trails system; the fir
acquisition, and maintenance of Open Space and trails systel
development of an Open Space and Conservation Resource Mana!
Plan: and, the creation of an Open Space Commission.
On January 2, 1990 the City Council approved a two-phase
plan to resolve these open space issues. Subcommittees formed to complete the Phase I tasks. In late spring Cc accepted the recommendations of staff and the subcommittc the Phase I tasks. Among other recommendations, on Jur
1990, Council created and made appointments to a nine-membe Space Advisory Committee. A principal charge of this com~ is to work with staff to complete certain unresolved issl Phase I and to complete all of Phase I1 of the original Plan.
The preparation of a comprehensive Open Space and Conser
Resource Management Plan will be a technically complex
finance/funding, environmental and engineering const analysis, and planning. Consequently, the service of cons' professionals will be required to assist the Open Space Ad Committee and staff.
requiring specialized expertise in a range of areas inc
1 Requests for proposals were sent to approximately thirty and six firms responded. Proposals included cost est ranging from $105,220 to $178,500. A selection COmmittc formed, consisting of staff from the Planning, Park Recreation, and Finance Departments and members of the Open z 0 Advisory Committee. After thorough review and analysis '
I- proposals, the selection Committee chose the top three fi
0 interview.
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PAGE 2 OF AGENDA BILL NO. A?, 773
Based on the interviews and further review of the proposals
the proposed scope of work, the selection committee unanin
recommends that a team headed by the firm of Wallace Rob€
Todd be selected to prepare the Open Space and Consen
Resource Management Plan, and to assist in the completion c Open Space Work Plan. Wallace Roberts & Todd's bid of $1; was neither the highest nor the lowest received. However, proposal contained the strongest economic and fin: component, exhibited the strongest knowledge about Carlsbac the most comprehensive, and presented several innovative
for inclusion in the management plan.
FISCAL IMPACT
In addition to dealing with the technical issues of open I
the report prepared by Wallace Roberts & Todd will imcl~
analysis of the fiscal impacts of implementing the Open Spac
Conservation Resource Management Plan. This fiscal revi particularly important for this project because of the wide
of impacts related to obtaining and maintaining open spac trail systems. The open space program as currently envi: will challenge the City's .ability to provide funding existing sources. The Council should consider recommendations of this report only with a full understand: the fiscal impacts and the budget position of the City.
$95,000 was set-aside by the Planning Department in its l!
budget for the preparation of the Open Space and ConserT
Resource Management Plan. The additional $31,774 requirc this contract can be obtained from salary savings from the ( Management Division, for a total contract amount of $126,7
EXHIBITS
1. City Council Resolution No. 9l-23
2. Agreement with Wallace Roberts & Todd
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RESOLUTION NO. 9 1-23
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CARLSBAD, CALIFORNIA, APPROVING AN AGREEMENT BETWEEN THE CITY OF CARLSBAD AND WALLACE ROBERTS & TODD FOR PREPARATION OF AN
OPEN SPACE AND CONSERVATION RESOURCE MANAGEMENT PLAN AND ASSISTANCE IN THE COMPLETION OF THE OPEN SPACE WORK PLAN.
The City Council of the City of Carlsbad, Calif
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does hereby resolve as follows:
1. That certain agreement between the Ci.
Carlsbad and Wallace Roberts & Todd for the preparation
Open Space and Conservation Resource Management Pla:
lo Assistance in the completion of the Open Space Work P1;
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l3 authorized and directed to execute said agreement for E
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15 3. An amount of $126,774 has been authorized f
l6 preparation of the Open Space and Conservation Re
I? Management Plan and Assistance in the completion of thc '8 Space Work Plan. $95,000 has been authorized within the P1
I' Department 1 s budget for this project and $31,774 has
2o authorized from salary savings from the 1990-91 Growth Manat
21 Division budget.
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hereby approved.
2. The Mayor of the City of Carlsbad is
behalf of the city of Carlsbad.
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PASSED, APPROVED AND ADOPTED at a regular meeting
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day of January , 1991 by the following vote, to wit 3
City Council of the City of Carlsbad, California, on the
4 AYES : Council Members Lewis, Larson, Stanton and Nyga
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NOES : None
ABSENT : Council Members Kulchin
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ABSTAIN : None
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stant City Clerk
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AGREEMENT
THIS AGREEMENT, made and entered into as of the day of "
, 19-, by and between the CITY OF CARLSBAD, a municipal
corporation, hereinafter referred to as "CITY', and Wallace Roberts & Todd
hereinafter referred to as "CONSULTANT".
RECITALS
CITY requires the services of Wallace Roberts & Todd a consultant to assist
staff and the Open Space Advisory Committee in the preparation of the Open Space
and Conservation Resource Management Plan and assist in the completion of the
Open Space Work Plan; and CONSULTANT possesses the necessary skills and
qualifications to provide the services required by the CITY;
NOW, THEREFORE, in consideration of these recitals and the mutual
covenants contained herein, CITY and CONSULTANT agree as follows:
1 - CONSULTANT'S OBLIGATIONS
The CONSULTANT shall assist CITY staff and the Open Space Advisory
Committee in the preparation of an Open Space and Conservation Resource
Management Plan and assist in the completion of the Open Space Work Plan.
Specific tasks shall include all items as outlined in Attachment A, attached and made
a part hereof.
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2. CITY OBLIGATIONS
The CITY shall make payment to the consultant as provided in paragraph 6,
“Payment of Fees” of the Agreement.
The CITY shall make available to the consultant all currently held plans,
maps and background information.
The CITY shall coordinate all meetings, including CITY hearings ;and
associated noticing.
The CITY shall provide the consultant with any goals, policies, standards,
recommendations, or any other pertinent information deemed necessary for
inclusion in the Open Space and Conservation Resource Management Plan.
3. PROGRESS AND COMPLETION
The work under this contract will begin within five (5) days after receipt of
notification to proceed by the CITY and be completed as agreed upon by both
parties following the establishment of a schedule for completion of all tasks as
outlined in Attachment A. Upon completion, the schedule will be attached to and
included herewith. The Planning Director will provide CONSULTANT with a Notice
of Completion following the satisfactory completion of all tasks. Extensions of time
may be granted if requested by the CONSULTANT and agreed to in writing by the
Planning Director. The Planning Director will give allowance for documented and
substantiated unforeseeable and unavoidable delays not caused by a lack of foresight
on the part of the CONSULTANT, or delays caused by CITY inaction or other
agencies’ lack of timely action.
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4. FEES TO BE PAID TO CONSULTANT
The total shall not exceed the fee payable according to Paragraph 6, "Payment of Fees,"
shall be $126,774. The fee shall be payable in accordance with Paragraph 6, "Payment 01 Fees".
othcr compcnsation for scrviccs will be allowed except thosc items covered by supplcmc
agrccments per Paragraph 8, "Changes in Work."
5. DURATION OF CONTRACT
~ This agreement shall extend for a period of 18 months from date thereof. The contract
be extended for 6 additional months or parts thereof, based upon satisfactory performance and
CITY'S needs.
6. PAYMENT OF FEES
Payment of fees shall be made within thirty (30) days after receipt and approval of a mor
invoke submitted to CONSULTANT to CITY. The CONSULTANT shall be paid for up to ni
percent of the compensable services for completion of the work as set forth in Paragrap
"Consultant Obligations". The final ten percent shall be paid, not to exceed the maximum am(
provided for in Paragraph 4, "Fees to be Paid to Consultant", to CONSULTANT within thirty
days of the Planning Director issuing the Notice of Completion of the contract as outline
Paragraph 3, "Progress and Completion".
Monthly invoice shall bill CITY for each task complctcd and for thc pcrccntagc of cxh
partially completed in the preceding month. All invoices shall be detailed and include a wri
dcscription of the tasks completed and tasks partially complctcd, and the total amount 01: rcquc
payment as set forth in the schedule of fees (Attachment B).
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7. FINAL SUBMISSIONS
Within fifteen (15) days of completion and approval of the Open Space and
Conservation Resource Management Plan the CONSULTANT shall deliver to the
CITY all items as outlined in paragraph 1, "Consultant Obligation".
8. CHANGES IN WORK
If, in the course of the contract, changes seem merited by the CONSULTANT
or the CITY, and informal consultations with the other party indicate that a change
in the conditions of the contract is warranted, the CONSULTANT or the CITY may
request a change in contract. Such changes shall be processed by the CITY in the
following manner: A letter outlining the required changes shall be forwarded to the
CITY by CONSULTANT to inform them of the proposed changes along wi-th a
statement of estimated changes in charges or time schedule. A supplemental
agreement shall be prepared by the CITY and approved by the CITY according to the
procedures described in Carlsbad Municipal Code Section 3.28.172. Such
supplemental agreement shall not render ineffective or invalidate unaffected
portions of the agreement.
9. COVENANTS AGAINST CONTINGENT FEES
The CONSULTANT warrants that their firm has not employed or retained any
company or person, other a bona fide employee working for the CONSULTANT, to
solicit or secure this agreement, and that CONSULTANT 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
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this warranty, the CITY shall 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 such fee, commission, percentage,
brokerage fees, gift, or contingent fee.
10. NONDISCIUMINATION CLAUSE
The CONSULTANT shall comply with the state and federal laws regarding
nondiscrimination.
11. TERMINATION OF CONTRACT
In the event of the CONSULTANT’S failure to prosecute, deliver, or perfmm
the work as provided for in this contract, the CITY may terminate this contract for
nonperformance by notifying the CONSULTANT by certified mail of the termination
of the CONSULTANT. The CONSULTANT, thereupon, has five (5) working days to
deliver said documents owned by the CITY and all work in progress to the Planning
Director. The Planning Director shall make a determination of fact based upon the
documents delivered to CITY of the percentage of work which the CONSULTANT
has performed which is. usable and of worth to the CITY in having the contract
completed. Based upon that finding as reported to the City Manager, the Manager
shall determine the final payment of the contract.
12. DISPUTES
If a dispute should arise regarding the performance of work under this
agreement, the following procedure shall be used to resolve any question of fact or
interpretation not otherwise settled by agreement between parties. Such questions,
if they become identified as a part of a dispute among persons operating under the
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provisions of this contract, shall be reduced to writing by the principal of the
CONSULTANT or the Planning Director. A copy of such documented dispute shall
be forwarded to both parties involved along with recommended methods of
resolution which would be of benefit to both parties. The Planning Director or
principal receiving the letter shall reply to the letter along with a recommended
method of resolution within ten (10) days. If the resolution thus obtained is
unsatisfactory to the aggrieved party, a letter outlining the dispute shall .be
forwarded to the CITY Council for their resolution through the Office of the City
Manager. The City Council may then opt to consider the directed solution to t'he
problem. In such cases, the action of the City Council shall be binding upon the
parties involved) although nothing in this procedure shall prohibit the parties
seeking remedies available to them at law.
13. SUSPENSION OR TERMINATION OF SERVICES
This agreement may be terminated by either party upon tendering thirty (30)
days written notice to the other party. In the event of such suspension or
termination) upon request of the CITY, the CONSULTANT shall assemble the work
product and put same in order for proper filing and closing and deliver said product
to CITY. In the event of termination, the CONSULTANT shall be paid for work
performed to the termination date; however, the total shall not exceed the lump
sum fee payable under paragraph 4. The CITY shall make the final determination
as to the portions of tasks completed and the compensation to be made.
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14. STATUS OF THE CONSULTANT
The CONSULTANT shall perform the services provided for herein in
CONSULTANT’S own way as an independent contractor and in pursuit of
CONSULTANT’s independent calling, and not as an employee of the CIn.
CONSULTANT shall be under control of the CITY only as to the result to be
accomplished, but shall consult with the CITY as provided for in the request for
proposal.
The CONSULTANT is an independent contractor of the CITY. The payment
made to the CONSULTANT pursuant to the contract shall be the full and complete
compensation to which the CONSULTANT is entitled. The CITY shall not make any
federal or state tax withholdings on behalf of the CONSULTANT. The CITY shall not
be required to pay any workers’ compensation insurance on behalf of the
CONSULTANT. The CONSULTANT agrees to indemnify the CITY for any t:ax,
retirement contribution, social security, overtime payment, or workers’ compensation
payment which the CITY may be required to make on behalf of the CONSULTANT
or any employee of the CONSULTANT for work done under this agreement.
The CONSULTANT shall be aware of the requirements of the Immigration
Reform and Control Act of 1986 and shall comply with those requirements,
including, but not limited to, verifymg the eligibility for employment of all agents,
employees, subcontractors and consultants that are included in this agreement.
15. CONFORMITY TO LEGAL, REQUIREMENTS
The CONSULTANT shall cause all drawings and specifications to conform to
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all applicable requirements of law: federal, state and local. CONSULTANT shall
provide all necessary supporting documents, to be filed with any agencies whose
approval is necessary.
The CITY will provide copies of the approved plans to any other agencies.
16. OWNERSHIP OF DOCUMENTS
All plans, studies, sketches, drawings, reports, and specifications as hlerein
required are the property of the CITY, whether the work for which they are made
be executed or not. In the event this contract is terminated, all documents, plans,
specifications, drawings, reports, and studies shall be delivered forthwith to the
CITY. CONSULTANT shall have the right to make one (1) copy of the p1an.s for
his/her records.
17. REPRODUCTION RIGHTS
The CONSULTANT agrees that all copyrights which arise from creation of the
work pursuant to this contract shall be vested in CITY and hereby agrees to
relinquish all claims to such copyrights in favor of CITY.
18. HOLD HARMLESS AGREEMENT
The CITY, its officers, and employees shall not be liable for any claims,
liabilities, penalties, fines, or any damage to goods, properties, or effects of any
person whatever, nor for personal injuries or death caused by, or resulting from, any
intentional or negligent acts, errors or omissions of CONSULTANT or
CONSULTANT’S agents, employees, or representatives. CONSULTANT agrees to
defend, indemnify, and save free and harmless the CITY and its officers and
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employees against any of the foregoing claims, liabilities, penalties of fines including
liabilities or claims by reason of alleged defects in any plans and specifications, any
cost, expense or attorney’s fees which are incurred by the CITY on account of any
of the foregoing.
19. ASSIGNMENT OF CONIIWCT
The CONSULTANT shall not assign this contract or any part thereof or any
monies due thereunder without the prior written consent of the CITY.
20. SUBCONTRACTING
If the CONSULTANT shall subcontract any of the work to be perfolrmed
under this contract by the CONSULTANT, CONSULTANT shall be fully responsible
to the CITY for the negligent acts and omissions of CONSULTANT’S subcontractor
and of the persons either directly or indirectly employed by the subcontractor, as
CONSULTANT is for the negligent acts and omissions of persons directly employed
by consultant. Nothing contained in this contract shall create any contractual
relationship between any subcontractor of CONSULTANT and the CITY. The
CONSULTANT shall bind every subcontractor and every subcontractor of a
subcontractor by the terms of this contract applicable to CONSULTANT’S .work
unless specifically noted to the contrary in the subcontract in question approved in
writing by the CITY.
21. PROHIBITED INTEREST
No official of the CITY who is authorized in such capacity on behalf of the
CITY to negotiate, make, accept, or approve, or take part in negotiating, making,
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accepting, or approving of this agreement, shall become directly or indirectly
interested personally in this contract or in any part thereof. No officer or employee
of the CITY who is authorized in such capacity and on behalf of the CITY to exercise
any executive, supervisory, or similar functions in connection with the perform;ance
of this contract shall become directly or indirectly interested personally in this
contract or any part thereof.
22. VERBAL AGREEMENT OR CONVERSATION
No verbal agreement or conversation with any officer, agent, or employee of
the CITY, either before, during or after the execution of this contract, shall affect
or modify any of the terms or obligations herein contained nor entitle the
CONSULTANT to any additional payment whatsoever under the terms of this
contract.
23. SUCCESSORS OR ASSIGNS
Subject to the provisions of Paragraph 18, "Hold Harmless Agreement," all
terms, conditions, and provisions hereof shall insure to and shall bind each of the
parties hereto, and each of their respective heirs, executors, administrators,
successors, and assigns.
24. EFFECTIVE DATE
This agreement shall be effective on and from the day and year first above
written.
25. CONFLIn OF INTEREST
The CONSULTANT shall file a Conflict of Interest Statement with the City
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Clerk in accordance with the requirements of the City of Carlsbad Conflict of
Interest Code. The CONSULTANT shall report investments or interests in real
property.
26. INSURANCE
The CONSULTANT shall obtain and maintain policies of general liabilitj
insurance, automobile liability insurance, and a combined policy of worker's
compensation and employers liability insurance from an insurance companq
authorized to do business in the State of California which meets the requirement:
of City Council Resolution No. 90-96 in an insurable amount of not less than one
million dollars ($1,000,000) each, unless a lower amount is approved by the City
Attorney or the City Manager. This insurance shall be in force during the life of this
agreement and shall not be canceled without thirty (30) days prior written notice
to the CITY sent by certified mail.
The CITY shall be named as an additional insured on the general liability and
automobile liability policies. The CONSULTANT shall furnish certificates of
insurance to the CITY before commencement of work.
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Executed by CONSULTANT this day of
19”
CONSULTANT: CITY OF CARLSBAD, a muricip,
corporation of the State of Californi Imam Ka2W-5 t7/& (name of Consultant) h By:
City Manager or Mayor
By:
(sign here) ATTEST:
6mmA WdGV
(print name here)
Ph+w ALETHA L. RAUTENKRANZ
(title and organization of signatory) City Clerk
(Proper notarial acknowledgment of execution by CONSULTANT must be attached.
(President or vice-president and secretary or assistant secretary must sign fo
corporations. If only one officer signs, the corporation must attach a resolutio:
certified by the secretary or assistant secretary under corporate seal empowerin,
that officer to bind the corporation.)
APPROVED AS TO FORM:
VINCENT F. BIONDO, JR.
City Attorney
BY Deputy City Attorney
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PHASE 1: INVENTORY AND ANALYSIS
Task 1.1 Project Initiation
The consultant team will meet with the client in order to prepare a detailed
work program. The objective of the first work task is to reach agreement on the
format, as well as the data base to be employed. Discussion agenda to include:
elements of the technical approach and work products, including presentation
Further definition of goals and objectives for the total project, including
immediate needs and long-range interests of the client;
Communication procedures and responsibilities within the CITY and between
consultants, CITY staff, other agencies, and the Open Space Advisory Committee;
Other agency and jurisdiction participation;
Public participation;
Preliminary calendar of general events and milestones for the life of' the
project;
Basic data and map bases available from the CITY and other agencies;
Presentation format and methodology to be used for various public and
agency meetings.
Product: The product of this work task will be a project memo stating the
goals and objectives of the project, a refined, detailed work plan to serve as a
clarification and extension of the contractual scope of work; schedule of events; list
of basic data immediately available from or to be made available by the CITY.
Task 1.2 Existing Planning Context
WRT will update its existing understanding of the planning context for open
space through a review of General Plan Elements (and any Draft Revised Elements),
Zoning, and Growth Management programs. Additionally, review will be made of
the adopted and draft Facility Management Zone Plans. The various mapping for
the Facility Management Zones and other General Plan and Zoning mapping are all
at different scales. This task will include compilation of all the relevant mapping
and its reduction/enlargement to consistent and convenient scales to allow for ease
of working through the planning process.
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Task 1.3 Regional Connections
WRT will collect data and plans and meet with the Planning Departments in
Oceanside, Vista, San Marcos, and Encinitas to review their proposed open space
planning as it impacts on the boundary with Carlsbad. The written findings of this
research will be presented to staff and the Committee.
Task 1.4 Base Map Preparation
WRT will prepare a CITY wide base map for the planning process, utilizing
CITY supplied topographic and land cover maps and other existing conditions
mapping, at a scale and size to be agreed upon the CITY.
Task 1.5 Trails: Engineering and Costs Review
Dudek & Associates will perform the following engineering services:
1.5.1 Research, Coordination, and Project Management
Research and review available documents and reports to extract pertinent
engineering information relating to topography, site constraints, erosion control,
cost estimate data, etc.
Meet with Wallace Roberts & Todd's project manager and staff periodically
throughout the project to share in research findings and determine that appropriate
design decisions are consistent with the project's goals and objectives.
1.5.2 Site Visits and Value Engineering
Preliminary review of the Carlsbad Trails Feasibility Study indicates that the
following links warrant further evaluation from an engineering standpoint:
Links 3,10,15,22,24,26,28,30,32,33, and 45
Engineering service shall entail a site review of each of the links with a focus
on grading impacts, alignments (both vertical and horizontal), accessibility, erosion,
public safety, constructability, etc. Of specific interest are primary and secondary
staging areas located on Links 10 and 24, underpass feasibility on Link 32 and joint
use with SDG&E on Links 22 and 45. These special use areas and constraints will
be assessed from an engineering viewpoint and recommendations will be made.
This same approach will also be incorporated with identified constraints on the
remaining links. These constraints include but are not limited to: pedestrian bridge
crossings, switchback areas, and modified staging areas.
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This task will be summarized with recommendations and a brief outline of
the areas requiring engineering solutions. This summary will be complimented with
sketches and/or graphics to illustrate possible alternatives for mitigation/solutions.
1.5.3 Cost Estimates
Based upon our research and findings obtained in Tasks 1 and 2, the
engineering team will prepare revised cost estimates of the engineering solutions
derived. Prior estimates generated by WRT on the remaining portions of the Trails
Feasibility Study will be reviewed and recommendations for adjustment made where
needed. The written findings will be presented to staff and the Committee.
Task 1.6 Parks and Recreation
WRT will review the Parks and Recreation Element and other park planning
documents supplied by the CITY. WRT will meet with the Parks and Recreation
Department to discuss issues pertaining to the integration of parks planning and the
wider open space and trails context. One particular issue will be the potential for
widening the application of Quimby to include trails. An issues report on this
: subject will be prepared and presented to staff and the Open Space Advisory
Committee.
Task 1.7 Open Space Inventory
The consultant team will prepare a graphic, textual, and tabular inventory
of open space resources in the CITY. The open space inventory will be organized
into an easily updated computer database program cross tabulating the various types
of open space with goals for each open space category/facility type within each of
the CITY'S twenty-five Local Facilities Management Zones. Categories of open space
and facilities to be included in the inventory will include parks, special resource
areas, constrained lands, growth management 15 percent dedications, other
dedications, subdivision open space, trail corridors, and private recreation areas.
Additionally, any of the types of open space listed in item Dl0 of the Framework
for an Open Space and Conservation Resource Management Plan which the
committee, staff, and the consultants agree can be usefully and cost-effectively
measured and monitored will be included in the inventory. Allied to the database
inventory will be appropriate mapping of open space resources at 1"=1,000' scale.
The database will provide for a comprehensive system of up-to-date accounting for
all categories of open space in the CITY.
Task 1.8 Archaeological Review
WRT will review maps of the distribution of archaeological and historical
resources supplied by the CITY. No analysis of significance or abstraction from
reports will be included in this task.
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Task 1.9 Biological Resources Review and Analysis
Advanced Sciences, Inc. (ASI) will:
1. Conduct a review of the maps available through the CITY of Carlsbad to
include the biological zone maps and other maps showing the location of
biologically sensitive areas.
2. Review ElR and biological reports which describe the setting and which
characterize the biological resources within subdivision and other open space areas.
3. Ground-truth habitat delineation and CITY of Carlsbad maps not to exceed
5 percent of the study areas.
4. Develop a constraints map showing habitat/vegetation type, sensitive
habitats, and known or suspected locations of threatened and endangered species
as they relate to the proposed trail network.
5. Prepare a report which will explain the constraints map and will contain
basic descriptions of various habitats/vegetation types, and threatened and
endangered species. This report will describe the means by which biological
resources within the open space area and trails can be preserved.
Task 1.10 Trails: Environmental Review
Given the information generated during environmental review the consultant
team will recommend revisions to trail alignments contained in the Trails Feasibility
Study so as to avoid wherever possible any negative impacts by the proposed trails.
Task 1.1 1 Benef;ciary/Payee Review
For each various Open Space Element under consideration, ERA and WRT
will evaluate more specifically the following characteristics which will help
determine who pays for each Open Space Element. The written findings of this
research will be presented to CITY staff and the Committee.
Potential Ownership Scenarios: Private, Public Fee Ownership, Public
Easement, Nonprofit.
Potential Levels of Public Access: Visual, Physical.
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Potential User Groups: Private (Neighborhood, Community, CITY, Regional);
Public (Neighborhood, Community, CITY, Regional).
Task 1.12 Finance Meetings
ERA will meet with the CITY Finance Department staff, CITY Parks and
Recreation staff, CITY Planning Department staff, and Utilities and Maintenance
Department staff to evaluate specific alternative funding methods for acquisition,
;mprovements, and maintenance, and the questions related to each method.
Task 1.13 Agency Funding Opportunities Review
ERA will meet with SANDAG, the Coastal Conservancy, the State Department
of Parks and Recreation, Fish and Game, Army Corps of Engineers, and other
regional, state, and federal agencies from which funding may be available for open
space acquisition and improvements. The findings of this research will be presented
to CITY staff and the Committee.
Task 1.14 Nonprofit Organizations Review
ERA will interview state representatives of nonprofit organizations active in
open space acquisition, as the Nature Conservancy, to determine the potentia.1 for
nonprofit participation in open space acquisition in Carlsbad. The written findings
of this research will be presented to CITY staff and the Committee.
PHASE 2: POLICIES, STANDARDS, AND RECOMMENDATIONS
Task 2.1. Trust for Public Land: Land Trust Services
WRT will present a session on public trusts and conservancies to the Open
Space Committee. A representative from the Trust for Public Lands will be invited
to make this presentation and to educate the Committee on how community-level
public land trusts work with government and property owners to secure public open
space. WRT will coordinate with the CITY and the Trust for Public Land an initial
evaluation of the potential in Carlsbad for both the Trust as a national entity and
the role which may be played in future by a local land trust.
Note: The Trust for Public Land's Land Trust Services are operated on a time and matm'als reimbursement bmis. UTI'
will beplcased 10 discus il~epoinriial benefits of the Ttust's irn.olvcmcnt with the CnY 17ze CI7Y would, howewr, fonn
u comxl dircclb wirh rhe lius! 10 Secure [heir ilwohwwf.
Task 2.2 Greenbelt Review
WRT will review the open space resources distribution in Carlsbad and
compare it with open space planning objectives of adjacent communities in a review
5
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of the potential for creation of a viable contiguous greenbelt. Recommendations
will be made regarding opportunities for creation of a greenbelt and the impacts of
pursuing such a policy on other open space provision and on acquisition.
Task 2.3 Standards
The consultant team will work with the committee and staff in defining open
space standards for the CITY. A number of different standards will have to 'be
addressed including:
0 Population based standards for facilities such as active parkland;
Performance standards for environmental resources;
Facility based standards for specifying for example the minimum
improvements required at a neighborhood park, a community park, or
a trail staging area;
Peripheral standards for open space areas such as golf courses and
utility corridors. To what extent will these open spaces Le considered
as counting 100 percent as open space for various dedication
purposes;
The 15 percent growth management open space provision in the CITY
to determine the adequacy/shortfalls of current service levels.
0
0
0
0
Task 2.5 Regulatory Control of Open Space
WRT will work with CITY staff and the committee in identifymg existing
zoning and other regulations which may require modification in the light of new
goals, objectives, and standards. Additionally, the potential for new zoning and
other regulations will be explored and recommendations will be given for types of
ordinance which may assist the CITY in open space protection.
Task 2.6 Goals, Objectives and Policies
The consultant team will prepare a draft policy framework comprising goals,
objectives, and policies for open space planning in the future. The consultant team
will also prepare a series of recommendations regarding completion of the project,
structuring of the implementation program, and future open space action programs.
The policy framework and recommendations will be presented to staff and the Open
Space Advisory Committee for discussion and review. The team will also
recommend a program to coordinate the CITY'S open space efforts with those of
other affected agencies.
6
$ # 0 0
Task 2.7 Open Space Protection Requirements
Given the survey and analysis, the establishment of standards and the
standards deficiency analysis, and the draft policy framework, the consultant team
will identify all types and areas of open space requiring protection and/or
management and will assess shortfalls in the ability of current planning strategies
staff and the Committee.
to meet these needs. The written findings of this research will be presented to CITY
Task 2.8 Trails System Segment Revisions
WRT will prepare a revised breakdown of the entire trails system into logical
segments forming major trails, implementable as common phases.
Task 2.9 Trails System Development Schedule
WRT will prepare a development schedule for implementation of the trails
system.
PHASE 3: IMPLEMENTATION PROGRAM
Task 3.1 Open Space Boundaries Adjustment Procedure
WRT will work with CITY staff and the Committee in defining a procedure
for and the responsibilities/authority for negotiations of designated open space
boundaries adjustments. The written findings of this work will be presented to staff
and the Committee.
Task 3.2 Monitoring Procedure
The consultant team will work with CITY staff and the committee in defining
responsibilities for ongoing monitoring of open space provision and the achievement
of open space goals. WRT will develop a database inventory to be the basis of
continual updating of open space provision and monitoring.
Task 3.3 Open Space Mapping
WRT will prepare mapping of the various open space elements reviewed
during the planning process. Part of the mapping process will include a revised
mapping of the entire trails system.
Task 3.4 Ownership Review
ERA will review ownership patterns of mapped open space elements and,
working with CITY staff, determine which elements will be privately funded, which
7
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elements will Le dedicated through the subdivision approval process, which elements
participation. The written findings of this work will be presented to CITY staff ;and
the Committee.
will be protected by ordinance, and which elements will require public financial
Task 3.5 Acquisition Cost Estimates
EM will review the current assessed value, the existing and proposed
entitlements, and surrounding comparable sales transactions for parcels which will
require public purchase to acquire. Based on this research, ERA will estimate total
acquisition costs. The written findings of this research will be presented to C[TY
staff and the Committee.
Task 3.6 Improvement Cost Estimates
WRT will provlde wdtten improvement cost estimates for components of the
open space system including but not limited to parks, trails, and special resource
areas. These estimates will be based upon typical improvement costs experienced
by the CITY in the past, typical costs experienced by other communities in
improving various open space resources, and typical industry construction costs.
Trail costs will be based upon the refined review of trails engineering conducted
earlier in the planning process by Dudek Associates.
Task 3.7 Maintenance Responsibilities and Cost Estimates
WRT and ERA will work with CITY staff and the committee in defining
maintenance and operations requirements and responsibilities. ERA will estimate
maintenance costs for the total open space system from a budget building approach,
by identifying line item staff, equipment, supplies, insurance, police and fire,
overhead, and general consistency costs for the open space system. Those open
space elements which will be maintained privately or by an existing department
budget will be identified. The total cost per acre maintenance estimate based on
this buildup cost approach will be compared to general cost per acre budgets of
other larger open space agencies in California. The written findings of this research
will be presented to CITY staff and the Committee.
Task 3.8 Phasing Plan
Working with CITY staff and the Committee, WRT and ERA will prepare a
phasing schedule for the open space implementation plan and will present projected
public acquisition, improvement, and maintenance costs for each element, by phase.
8
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Task 3.9 Bond and Assessment Financing Review
Given anticipated total public acquisition, improvement, and maintenance
costs by phase for the open space system, ERA and Fieldman Rolapp will review the
potential for using General Obligation, Mello-Roos, Assessment, or other public
finance techniques for financing all or a portion of public open space lots, The
approximate size of the bond issue, the estimated phasing of debt issues, financing
costs, and the approximate tax or assessment burden on individual taxpayers or
categories of taxpayers will be evaluated. This analysis is for planning purposes and
could not be of sufficient detail to structure bond issues or be included in a
disclosure document. The written findings of this research will be presented to CITY
staff and the Committee.
Task 3.10 Open Space Administration
The consultant team will assist the CITY and committee in defining and
parts of the CITY bureaucracy with regard to open space planning, design, review
and monitoring, improvements, operations and maintenance. The written findings
of this research will be presented to CITY staff and the Committee.
preparing recommendations regarding various roles and responsibilities for different
Task 3.1 1 Financing and Implementation Plan
Based on the above research, survey, cost analysis, CITY staff consultations,
and Committee input, EM will prepare a specific financing and implementation plan
as major elements for input into the Open Space Resource Management Plan. This
plan document will specify what proportion of each open space element will be
funded by private and public sources. This strategy will be prepared for acquisition,
improvements, and maintenance.
The plan will specify what sources and methods will be pursued to meet the
public funding commitment for each element.
This plan will present a textual description of the funding strategy for each
element but will also be presented in a series of detailed and separate summary
accounting matrices. A separate detailed matrix will be presented for each open
space element which will identify private, nonprofit, and public methods for funding
acquisition, improvements, and maintenance/administration costs, by location.
A related cross-tabulation will be presented which aggregates the total open
space funding responsibility by method.
A single review of this Financing and Implementation Plan will be made by
the committee and staff. The CITY will compile all responses and supply these in
a single edited draft to the consultants.
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Task 4.1 Draft Plan
WRT will prepare and deliver to the CITY twenty-five (25) bound copiles of
a Draft Open Space and Conservation Resource Management Plan for staff and
committee review.
Task 4.2 Open Space Advisory Committee Meeting
The consultant team will present the Draft Open Space and Conservation Resource Management Plan to staff and the Open Space Advisory Committele for
discussion and review.
Task 4.3 Draft Plan Addendum
The CITY will prepare a response to the draft plan incorporating staff and
committee responses. WRT will prepare an addendum to the Draft Plan to
accompany its presentation and forwarding to the Parks and Recreation Commission
and the Planning Commission.
Task 4.4 Parks and Recreation Commission Meeting
The consultant team will present the Draft Open Space and Conservation
Resource Management Plan to the Parks and Recreation Commission for discussion
and review.
Task 4.5 Plandng Codss;on Meeting
The consultant team will present the Draft Open Space and Conservation
Resource Management Plan to the Planning Commission for discussion and review.
Task 4.6 Revised Draft Plan
The CITY will prepare and supply to WRT responses from the Parks and
Recreation Commission and the Planning Commission. In the light of these
responses and discussion with staff, WRT will prepare a Revised Draft Plan fox
presentation to Council. WRT will supply twenty-five (25) copies of the Revised
Draft Plan to the CITY for distribution.
Task 4.7 Council Meeting
The consultant team will present the conclusions to the planning study to the
City Council.
10
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Uallace Roberts 8 Todd
Carlsbad Open Space
Fee Schedule
02-N(
Fieldman
Task URT ERA AS I Dudek Rolapp TO1
Phase 1
1.1
1.2
1.3
1.4
1.5
1.6
1 .I
1.8
1.9
1.10
1.11
1.12
1.13
1.14
Project Initiation
Existing Planning Context
Regional Connections
Base Map Preparation
Trails: Engineering and Costs Revieu
Parks and Recreation
Open Space Inventory
Archaeological Revieu
Biological Resources Review and Analysis
Trails: Envirormental Revieu
Benef i ci ary/Payee Revi w
Finance Meetings
Agency Funding Opportunities Revieu
Nonprofit Organization Revieu
Subtotal
$900
1,800
1,200
2 , 400
1,500
1,200
6,000
300
300
1,200
1,800
300
300
$19,200
16,220
15,180
1,661
1 ,248
2,496
832
$6,240 $15,180 $16,220
1
1
4
1;
1
t
15
1
?
1
6
so f5t -
Phase 2
2.1 Trust for Public Land: Land Trust Services $1,200 $208
2.2 Greenbelt Review 1.200
S’
Task 4.8 Revisions
Staff will supply to the consultant any responses of Council to the Revised
Draft Plan and any other editorial changes required by staff or the Open Space
Advisory Committee. WRT will effect changes as necessary.
Task 4.9 Final Plan
WRT will prepare and supply to the CITY fifty (50) copies of the final plan
to include one (1) camera-ready master for black and white copies. The plan will
contain at least the following sections: executive summary and those sections as
outlined in Section IV of the proposed Open Space and Conservation Element;
Framework for an Open Space and Conservation Resource Management Plan; and
maps and figures at appropriate scales. One (1) ink on mylar original of each large-
scale final open space map will also be prepared and supplied to the CITY.
Task 4.10 Reproduction
No staff or direct costs have been included in this proposal for the
reproduction of maps and plans in the final reports.
4 s' * W U
Uallace Roberts 8 Tdd
Carlsbad Open Space
Fee Schedule
Fieldma
Task URT ERA AS1 Dudek Rolapp
Phase 3
3.1
3.2
3 -3
3.4
3.5
3.6
3.7
3.8
3.9
3.10
3.11
Open Space Boundaries Adjustment Procedure
Monitoring Procedure
Open Space Happing
Ownership Review
Acquisition Cost Estimates
Improvmt Cost Estimates
Phasing Plan
Bond and Assessment Financing Review
Open Space Ahinistration
Financing and lmplementation Plan
Maintenance Responsibilities and Cost Estimates
$450
450
3,000
150 3,200
150 6,600
2,400
1,200 3,200
1,800 2,496
600 a32
900
300 4,660
t,S(
Subtotat $11,400 $20,988 so SO 52,51
"
Phase 4
4.1
4.2
4.3
4.4
4.5
4.6
4.7
4.8
4.9
4.10
4.11
Draft Plan
Open Space Advisory Cunnittcc Meeting
Draft Plan Addendun
Parks and Recreation Cmission Meeting
Planning Cmission Meeting
Revised Draft Plan
Colpxit Meeting
Revi si ons
Final Plan
Reproduction
Meetings
%, 000
600
1,200
600
600
1,500
600
1,200
1,800
4,050
szoa
416
416
416
416
416
TO BE DETERflINED
2.400
Subtotal $18,150 SI688 SO so
Grand Total $60,750 532,124 $15,180 $16,220 S2,5 =====11== ========= =I====== ==x====== x=====
There is a 10 percmt edrainistrativc fee on all reimkrrsables. .
Invoices are & within 30 days fran the date of the invoice. Interest of 1.5 percent per month (18 percent aML
charged on any overdue invoices.
2354FE