HomeMy WebLinkAbout2007-05-01; City Council; 18977; Agreement with Alta Planning: Pedestrian MPCITY OF CARLSBAD - AGENDA BILL
AB# 18,977
MTG. 5/01/07
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APPROVE A PROFESSIONAL SERVICES AGREEMENT
WITH ALTA PLANNING + DESIGN TO PREPARE THE
CARLSBAD PEDESTRIAN MASTER PLAN
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RECOMMENDED ACTION:
Adopt Resolution No. 2007-093 to approve and authorize execution of a professional
services agreement with Alta Planning + Design to prepare the Carlsbad Pedestrian Master Plan,
Project No. 4002.
ITEM EXPLANATION:
This project will result in the preparation of the Carlsbad Pedestrian Master Plan. The scope of work
includes the following key tasks: research existing documents, develop and implement a public
involvement program, identify and analyze existing conditions, identify issues and opportunities,
develop plan recommendations, document potential facility improvements, and an associated
implementation strategy and production of the Pedestrian Master Plan document for acceptance by
the City.
Statements of Qualifications (SOQ's) were received from four consulting teams. The SOQ's were
evaluated based on project team, team experience, and references and project approach. Based on
the ranking of the SOQ's by the selection committee, two firms were interviewed and, consistent with
Carlsbad Municipal Code section 3.28.070, staff is recommending that the City execute a professional
services agreement with Alta Planning + Design.
ENVIRONMENTAL IMPACT:
The level of activity contained in the scope of the professional services agreement is addressed in
Section 15262 of CEQA, which provides a Statutory Exemption for feasibility and planning studies.
FISCAL IMPACT:
The 2006/07 Capital Improvement Program includes the appropriation of $250,000 for the Carlsbad
Pedestrian Master Plan project. The funding consists of $150,000 in General Capital Construction
(GCC) funding and $100,000 in Transportation Development Act (TDA) funding. The TDA funding was
secured via a competitive allocation of TDA funds administered by the SANDAG Bicycle and
Pedestrian Program. The Professional Services Agreement is for a not-to-exceed amount of
$126,210 and, as such, sufficient monies are appropriated to fund the agreement. The Agreement
will be funded primarily by the $100,000 in TDA funds with the balance in GCC funding.
EXHIBITS:
Resolution No. 2007-093 approving and authorizing execution of a professional services
agreement with Alta Planning + Design to prepare the Carlsbad Pedestrian Master Plan,
Project No. 4002.
Agreement between the City of Carlsbad and Alta Planning + Design to prepare the Carlsbad
Pedestrian Master Plan, Project No. 4002.
DEPARTMENT CONTACT: Marshall Plantz 760-602-2766 mplan@ci.carlsbad.ca.us
FOR CITY CLERKS USE ONLY.
COUNCIL ACTION: APPROVED
DENIED
CONTINUED
WITHDRAWN
AMENDED
*D
D
D
D
CONTINUED TO DATE SPECIFIC
CONTINUED TO DATE UNKNOWN
RETURNED TO STAFF
OTHER -SEE MINUTES
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1 RESOLUTION NO. 2007-093
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, APPROVING AND AUTHORIZING
3 EXECUTION OF A PROFESSIONAL SERVICES AGREEMENT
TO PREPARE THE CARLSBAD PEDESTRIAN MASTER PLAN,
4 PROJECT NO. 4002.
5 WHEREAS, the City Council of the City of Carlsbad, California, has determined it
6 necessary and in the public interest to enter into an agreement between Alta Planning + Design
7 and the City of Carlsbad, for preparation of the Carlsbad Pedestrian Master Plan, Project No.
8 4002; and
9 WHEREAS, the Engineering Department staff solicited, received, and reviewed
10 Statements of Qualifications from consultants and conducted interviews for the professional
11 transportation planning and engineering services consistent with Carlsbad Municipal Code
12 Section 3.28.070; and
13 WHEREAS, subsequent to a review of the Statements of Qualifications and consultant
14 interviews, staff recommends Alta Planning + Design, as the most qualified consultant for the
15 project; and
16 WHEREAS, Alta Planning + Design proposes to prepare the Carlsbad Pedestrian Master
17 Plan for an amount not-to-exceed $126,210; and
18 WHEREAS, $150,000 in General Capital Construction funds and $100,000 in
19 Transportation Development Act funds have been appropriated in the 2006/07 Capital
20 Improvement Program and there are sufficient funds available to fund this professional services
21 agreement.
22 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad,
23 California, as follows:
1. That the above recitations are true and correct.
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2. That the agreement with Alta Planning + Design, for professional services for the
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preparation of the Carlsbad Pedestrian Master Plan, Project No. 4002, is hereby approved.
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3. That the Mayor of the City of Carlsbad is hereby authorized and directed to
execute the agreement with Alta Planning + Design, for and on behalf of the City of Carlsbad.
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the
City of Carlsbad on the 1st day of May , 2007 by the
following vote, to wit:
AYES: Council Members Lewis, Kulcbin, Hall, Packard, Nygaard
NOES: None
ABSENT: None
ATTEST:
LORFMINE M. WOOD, City Clerk
(SEAL)
AGREEMENT FOR PREPARATION
OF THE CARLSBAD PEDESTRIAN MASTER PLAN
(ALTA PLANNING + DESIGN)
l
THIS AGREEMENT is made and entered into as of the / _ day of
2007, by and between the CITY OF CARLSBAD, a municipal
), and ALTA PLANNING + DESIGN, a Corporation, ("Contractor").
RECITALS
A. City requires the professional services of a transportation planning and
design consultant that is experienced in the preparation of Pedestrian Master Plans.
B. Contractor has the necessary experience in providing professional
services and advice related to Pedestrian Master Plans.
C. Selection of Contractor is expected to achieve the desired results in an
expedited fashion.
D. Contractor has submitted a proposal to City and has affirmed its
willingness and ability to perform such work.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, City and Contractor agree as follows:
1. SCOPE OF WORK
City retains Contractor to perform, and Contractor agrees to render, those services
(the "Services") that are defined in attached Exhibit "A", which is incorporated by this
reference in accordance with this Agreement's terms and conditions.
2. STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional
care and skill customarily exercised by reputable members of Contractor's profession
practicing in the Metropolitan Southern California Area, and will use reasonable
diligence and best judgment while exercising its professional skill and expertise.
3. TERM
The term of this Agreement will be effective for a period of one year from the date first
above written. The City Manager may amend the Agreement to extend it for one
additional one year period or part thereof. Extensions will be based upon a satisfactory
review of Contractor's performance, City needs, and appropriation of funds by the
City Council. The parties will prepare a written amendment indicating the effective date
and length of the extended Agreement.
4. TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement.
City Attorney Approved Version #11.28.06
5. COMPENSATION
The total fee payable for the Services to be performed during the initial Agreement term
shall be on a time and material basis in accordance with Exhibit "A" and shall not
exceed one hundred twenty six thousand two hundred ten dollars ($126,210). No other
compensation for the Services will be allowed except for items covered by subsequent
amendments to this Agreement. The City reserves the right to withhold a ten percent
(10%) retention until City has accepted the work and/or Services specified in Exhibit "A".
Incremental payments, if applicable, should be made as outlined in attached Exhibit "A".
6. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent
contractor and in pursuit of Contractor's independent calling, and not as an employee of
City. Contractor will be under control of City only as to the result to be accomplished,
but will consult with City as necessary. The persons used by Contractor to provide
services under this Agreement will not be considered employees of City for any
purposes.
The payment made to Contractor pursuant to the Agreement will be the full and
complete compensation to which Contractor is entitled. City will not make any federal or
state tax withholdings on behalf of Contractor or its agents, employees or
subcontractors. City will not be required to pay any workers' compensation insurance or
unemployment contributions on behalf of Contractor or its employees or subcontractors.
Contractor agrees to indemnify City within thirty (30) days for any tax, retirement
contribution, social security, overtime payment, unemployment payment or workers'
compensation payment which City may be required to make on behalf of Contractor or
any agent, employee, or subcontractor of Contractor for work done under this
Agreement. At the City's election, City may deduct the indemnification amount from any
balance owing to Contractor.
7. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval
of City. If Contractor subcontracts any of the Services, Contractor will be fully
responsible to City for the acts and omissions of Contractor's subcontractor and of the
persons either directly or indirectly employed by the subcontractor, as Contractor is for
the acts and omissions of persons directly employed by Contractor. Nothing contained
in this Agreement will create any contractual relationship between any subcontractor of
Contractor and City. Contractor will be responsible for payment of subcontractors.
Contractor will bind every subcontractor and every subcontractor of a subcontractor by
the terms of this Agreement applicable to Contractor's work unless specifically noted to
the contrary in the subcontract and approved in writing by City.
8. OTHER CONTRACTORS
The City reserves the right to employ other Contractors in connection with the Services.
City Attorney Approved Version #11.28.06
9. INDEMNIFICATION
Contractor agrees to indemnify and hold harmless the City and its officers, officials,
employees and volunteers from and against all claims, damages, losses and expenses
including attorneys fees arising out of the performance of the work described herein
caused by any negligence, recklessness, or willful misconduct of the Contractor, any
subcontractor, anyone directly or indirectly employed by any of them or anyone for
whose acts any of them may be liable.
The parties expressly agree that any payment, attorney's fee, costs or expense City
incurs or makes to or on behalf of an injured employee under the City's self-
administered workers' compensation is included as a loss, expense or cost for the
purposes of this section, and that this section will survive the expiration or early
termination of this Agreement.
10. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all
amendments, insurance against claims for injuries to persons or damage to property
which may arise out of or in connection with performance of the services by Contractor
or Contractor's agents, representatives, employees or subcontractors. The insurance
will be obtained from an insurance carrier admitted and authorized to do business in the
State of California. The insurance carrier is required to have a current Best's Key Rating
of not less than "A-:V".
10.1 Coverages and Limits.
Contractor will maintain the types of coverages and minimum limits indicated below,
unless City Attorney or City Manager approves a lower amount. These minimum
amounts of coverage will not constitute any limitations or cap on Contractor's
indemnification obligations under this Agreement. City, its officers, agents and
employees make no representation that the limits of the insurance specified to be
carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If
Contractor believes that any required insurance coverage is inadequate, Contractor will
obtain such additional insurance coverage, as Contractor deems adequate, at
Contractor's sole expense.
10.1.1 Commercial General Liability Insurance. $1.000.000 combined
single-limit per occurrence for bodily injury, personal injury and property damage. If the
submitted policies contain aggregate limits, general aggregate limits will apply
separately to the work under this Agreement or the general aggregate will be twice the
required per occurrence limit.
10.1.2 Automobile Liability (if the use of an automobile is involved for
Contractor's work for City). $1,000,000 combined single-limit per accident for bodily
injury and property damage.
City Attorney Approved Version #11.28.06
10.1.3 Workers' Compensation and Employer's Liability. 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 Providing Certificates of Insurance and Endorsements. Prior to City's execution
of this Agreement, Contractor will furnish certificates of insurance and endorsements to
City.
10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these
insurance coverages, then City will have the option to declare Contractor in breach, or
may purchase replacement insurance or pay the premiums that are due on existing
policies in order to maintain the required coverages. Contractor is responsible for any
payments made by City to obtain or maintain insurance and City may collect these
payments from Contractor or deduct the amount paid from any sums due Contractor
under this Agreement.
10.5 Submission of Insurance Policies. City reserves the right to require, at anytime,
complete and certified copies of any or all required insurance policies and
endorsements.
11. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of
the Agreement, as may be amended from time-to-time.
City Attorney Approved Version #11.28.06
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 City: For Contractor:
Name Marshall Plantz Name Brett Hondorp
Title Senior Civil Engineer Title Sr. Associate
Dept Engineering
CITY OF CARLSBAD ALTA PLANNING + DESIGN
Address 1635 Faraday Avenue Address 2560 9th Street, Suite 212
Carlsbad, CA 92008 Berkeley, CA 94710
Phone No. (760) 602-2766 Phone No. (510)540-5008
Each party will notify the other immediately of any changes of address that would
require any notice or delivery to be directed to another address.
16. CONFLICT OF INTEREST
City will evaluate Contractor's duties pursuant to this Agreement to determine whether
disclosure under the Political Reform Act and City's Conflict of Interest Code is required
of Contractor or any of Contractor's employees, agents, or subcontractors. Should it be
determined that disclosure is required, Contractor or Contractor's affected employees,
agents, or subcontractors will complete and file with the City Clerk those schedules
specified by City and contained in the Statement of Economic Interests Form 700.
City Attorney Approved Version #11.28.06
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 #11.28.06
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 solicit or secure this
Agreement, and that Contractor has not paid or agreed to pay any company or person,
other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift,
or any other consideration contingent upon, or resulting from, the award or making of
this Agreement. For breach or violation of this warranty, City will have the right to annul
this Agreement without liability, or, in its discretion, to deduct from the Agreement price
or consideration, or otherwise recover, the full amount of the fee, commission,
percentage, brokerage fees, gift, or contingent fee.
22. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any Agreement claim submitted to
City must be asserted as part of the Agreement process as set forth in this Agreement
and not in anticipation of litigation or in conjunction with litigation. Contractor
acknowledges that if a false claim is submitted to City, it may be considered fraud and
Contractor may be subject to criminal prosecution. Contractor acknowledges that
California Government Code sections 12650 et seq.. the False Claims Act applies to
this Agreement and, provides for civil penalties where a person knowingly submits a
false claim to a public entity. These provisions include false claims made with deliberate
ignorance of the false information or in reckless disregard of the truth or falsity of
information. If City seeks to recover penalties pursuant to the False Claims Act, it is
entitled to recover its litigation costs, including attorney's fees. Contractor acknowledges
that the filing of a false claim may subject Contractor to an administrative debarment
proceeding as the result of which Contractor may be prevented to act as a Contractor
on any public work or improvement for a period of up to five (5) years. Contractor
acknowledges debarment by another jurisdiction is grounds for City to terminate this
Agreement.
City Attorney Approved Version #11.28.06
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.
City Attorney Approved Version #11.28.06
8
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
ALTA PLANNING + DESIGN, a
corporation^
*By:
(sfgnHnere)
ATTEST:. TTOttUMi
(print name/title)
(e-mail address)
*By: ^IHUKlPv/rtr^
TORftAINE M. WOOD
City Clerk
(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, 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
Bv:
Deputy City Atprney
City Attorney Approved Version #11.28.06
EXHIBIT "A"
SCOPE OF SERVICES
City Attorney Approved Version #04.01.02
10
SCOPE OF WORK
CARLSBAD PEDESTRIAN MASTER PLAN
This amended Scope of Work provides an outline of the tasks to be completed by Alta Planning +
Design and their sub-consultants, in conjunction with the City of Carlsbad staff, as part of the City
of Carlsbad's Pedestrian Master Plan planning effort.
TASK 1: DEVELOP A PROJECT SCHEDULE
An organization and scoping meeting will be held to:
a. Review project and task objectives
b. Review scope of services and data collection methodology
c. Collect available data and published materials
d. Establish meeting and presentation schedule
e. Establish communication channels with other departments
f. Review and list State and Federal required elements
g. Review and list all applicable design and planning standards
h. Coordinate with local governments and agencies
An amended Scope of Work and Schedule will be published.
TASK 2: RESEARCH AND REVIEW EXISTING DOCUMENTS
In order to ensure consistency with other goals and standards of the City of Carlsbad, the Alta
Team will review existing documents relevant to the Pedestrian Master Plan including:
a. General Plan Circulation Element
b. Sidewalk Inventory Report
c. Livable Community Standards
d. Alternative Street Design Policy
e. Trails Master Plan
f. Bicycle Master Plan
Deliverable
• Technical document providing a summary of existing plans, policies and
standards relevant to the Pedestrian Master Plan
TASK 3: IDENTIFY STAKEHOLDERS
Working with the City, Alta will develop a list of potential stakeholders who will be consulted during
the study process regarding pedestrian issues and opportunities, and in the development of the
Pedestrian Master Plan. Likely stakeholders for this project might include:
• Public Works Department
Amended Scope of Work
• Community Development Department
• Parks and Recreation
• San Diego Association of Governments (SANDAG)
• Police and Fire Departments
• Carlsbad Unified School District
• California Department of Transportation
• Carlsbad Chamber of Commerce
• Village Enhancement Committee (Downtown Enhancement Task Force)
• Neighboring cities and communities
• Local Pedestrian Advocates
• Homeowner's Associations
A list of interested stakeholders will be maintained over the course of the project, and used to
conduct outreach for the public workshops. We envision that most public outreach will be
conducted as part of the Public Workshops discussed below, but that some supplemental targeted
meetings to groups such as school districts, senior groups, or homeowner's groups may be
necessary. Alta will attend those meetings as needed.
Alta will also meet with the core city staff group as needed along the course of the project to discuss
interim work products and get feedback on recommendations.
Deliverables
• List of Invitees
• Meeting materials
• Meeting summaries within one week of each meeting
TASK 4: PUBLIC INVOLVEMENT
The Alta Team will develop a major public involvement and adoption process based on our
experience on very similar projects throughout the country.
Public Workshops
Alta will plan, prepare, and facilitate three (3) public workshops, in addition to meetings with
individuals and small groups as needed throughout the study. Two workshops will be held early in
the process to explain the process and gather local information about needs, concerns, and
recommendations for pedestrian facilities throughout the City. The third workshop will be to share
both of the draft Plan Recommendations including design guidelines for local review and comment
before they are finalized. We envision these workshops as an "Open House" style, with a number of
different stations set up for people to read information, discuss, and make comments on different
issues pertaining to pedestrian planning. Alta will prepare a meeting notice, display ad for placement
in newspapers, and agenda for the meeting. Alta will prepare a meeting packet for distribution at
each meeting.
Amended Scope of Work
Alta will prepare all visual presentations including storyboards and graphics, and PowerPoint
presentations. Alta will facilitate each meeting and record the discussions on flip charts. In order to
attempt to capture everyone's comments, participants will have the opportunity to fill out comment
cards at each station. Alta will take extra steps to ensure high attendance and participation at the
public meetings.
Alta will develop project public meeting notices to inform the public about the Citywide Pedestrian
Master Plan Public Meetings. Each notice will serve as an invitation to the public meetings. Alta will
strategically design and write each notice to catch the reader's attention and will include the meeting
purpose, date, time, location, and contact information. Alta has an in-house graphic designer that
will design each notice as a flyer to be posted at public locations such as libraries.
Project Website/On-Ldne Survey
A project web page and on-line survey will be developed to maintain dialogue regarding the status
of the project among City staff, the project team, decision-makers, stakeholders and the public. A
web page provides members of the public an outlet to receive updated project information, ask
questions and voice concerns at their convenience. Alta will prepare a project web page that will be
hosted on Alta's site and linked from the City's site. The web page will provide the public and
interested stakeholders updated project information and contact information. Alta has an in-house
graphic and web page designer that will design materials and web text and launch the web page, with
City assistance. The web page will be strategically written and designed to catch the reader's
attention and will include project background material, an anticipated schedule, public participation
information and contact information. Alta also proposes to include a pedestrian user survey(s) on
the web site that can be completed by the public, indicating their needs and concerns.
Public Hearings
Alta will develop a professional PowerPoint presentation to be given in Public Hearings at the
direction of staff, during the draft and final draft stages of the process. The PowerPoint will be
delivered on CD to the City so it can be given to other committees and groups whenever needed.
Deliverable
• Public Meetings, Materials and Summaries
• Project Website
• Website survey and survey summary
TASK 5: IDENTIFY AND INVENTORY EXISTING CONDITIONS
The Alta Team will analyze available data and documents, as well as the web-based pedestrian
surveys and stakeholder input, in order to determine the state of pedestrian planning and the
walkability of Carlsbad's transportation network.
5.1 Existing Pedestrian Infrastructure
Alta will coordinate with City of Carlsbad staff to obtain all relevant reports, plans, documents, and
traffic engineering information related to pedestrian circulation and ADA. This will include the
Amended Scope of Work
City's existing sidewalk and curb ramp inventory and other relevant documents. Alta understands
that the City has an extensive sidewalk and curb ramp inventory which is available in GIS and can be
incorporated into our GIS mapping for the project. Because Alta did prepare the City's Bicycle
Master Plan, we have the SanGIS and SANDAG GIS base layers available for use in this pedestrian
planning effort.
5.2. Walking Statistics in the City and County
Data on utilitarian and recreational trips will come from the US Census journey to work and field
counts, with any additional data available from Carlsbad staff. We will compare walking rates in
Carlsbad to those in the San Diego region, state of California, and nationally.
OPTIONAL TASK: Pedestrian Counts
As an optional task, Alta can conduct additional pedestrian counts at select locations to supplement
existing data from the City and SANDAG. Additional counts are costed out per count location in
the budget.
5.3. Pedestrian Collision Data
The Alta team will analyze pedestrian collisions to identify any trends over time; as feasible, collision
data will be gathered from SWITRS and local law enforcement sources to determine pedestrian
collision rates. We understand the City's concerns related to safety and liability — as such we would
propose that the collision location summary be kept as an internal working paper, and specific
collision data not be included as part of the Master Plan document.
5.4. Pedestrian Infrastructure and Public Transportation
The Alta Team will inventory and evaluate the pedestrian accessibility of major public transportation
stops within the City of Carlsbad. The assessment may include:
• Physical barriers on sidewalks, at crosswalks and intersections that limit accessibility in general
and to individuals with disabilities, per ADA requirements.
• Pedestrian volumes and transit ridership data, as provided by the City or transit agencies.
• Transit stops to be assessed include the Village and Poinsettia Coaster Stations and major
North County Transportation District bus stops such as the bus transfer facility at the
Westfield Shopping Plaza Camino Real.
5.5. Pedestrian Suitability Analysis
Alta will utilize a GIS-based analytical tools to determine pedestrian suitability/ level of service,
attractions, and latent demand. This analysis will help us to focus on areas to conduct additional
fieldwork and study for improvements. Using results of a suitability analysis and U.S. Census
figures, and adjustment factors for Carlsbad, a long term estimate of pedestrian mode split can be
made and translated into reduced vehicle trips and reduced air pollution.
Amended Scope of Work
Deliverable*
Technical Report presenting the existing conditions data, policy review, local
walking statistics, and a summary of the walkable condition of its pedestrian
infrastructure.
Pedestrian network map of major routes to activity generators such as public
transportation stations, schools, shopping centers, parks, public buildings,
etc.
GIS inventory databases and shapefiles
Results of Pedestrian Suitability Analysis
TASK 6: EXISTING CONDITIONS REPORT
Following our Existing Conditions inventory task, we will prepare an Existing Conditions report
that documents and summarizes all information including our background document/policy
summary, local walking statistics, and discusses key pedestrian activity areas in Carlsbad such as
transit stations, civic buildings, schools, the Village, the beach, shopping centers, etc. The report will
include detailed maps of pedestrian use areas, showing sidewalks, walkways, and multipurpose
pathways; patterns of land use and locations and types of attractors to pedestrian travel; barriers to
pedestrian travel including barriers to disabled persons, present and future transit routes and stops.
This report will be released for public review, and the first Public Workshop will be held during this
review period. The purpose of this first workshop will be to obtain comments on the existing
conditions summary, and to identify other issues and opportunities prior to moving into the project
development phase of the process.
Deliverables
Existing Conditions Public Draft Report and Maps
First Public Workshop
TASK 7: IDENTIFY ISSUES AND OPPORTUNITIES
Alta will use input from the public process, the online website survey, field review, staff input,
stakeholders and other sources to identify issues and opportunities that are related to achievement of
the plan goals. The integration of comments from stakeholders and public comments with the
physical inventory will help guide the development of the Pedestrian Master Plan. Alta will prepare
an excel matrix of all comments received through the public process to the City to ensure that all
input has been fully documented for the record.
The issues and opportunities summary will rely heavily on maps and graphics to illustrate pedestrian
generators, attractors, and issue areas.
Amended Scope of Work
Deliverable
• Technical memorandum on Issues and Opportunities
TASK 8: RECOMMEND PLAN ALTERNATIVES
Following the opportunities and constraints analysis, Alta will present options for addressing
identified issues and for creating the Pedestrian Master Plan. The issues addressed include those
identified through the public process and those outlined in this scope of work. Specific project and
program recommendations that will be included in the Plan are discussed below in Tasks 9 and 10.
TASK 9: RECOMMENDATIONS
9.1. ADA Accessibility
Alta will develop ADA recommendations and improvements for transit accessibility, and
recommend a ranking system for prioritizing installation of access ramps. This Master Plan is not
intended to be a formal ADA Transition Plan; however, this effort will help establish design
standards and a prioritization of improvements to help improve accessibility. Alta will prepare a
funding strategy to help implement ADA improvements, identify responsible agencies, and develop
a grievance procedure by which members of the community can bring accessibility issues to the City.
Alta will develop project priorities using ranking systems that have proved successful in other
communities (including demand). Alta will identify funding sources to support the financial cost of
the improvements.
9.2. .Access to Transit Facilities
Alta will develop Pedestrian Access Plans for major transit stations such as the Village and Poinsettia
Coaster Stations, and key bus transfer locations such as the Westfield Shopping Plaza Camino Real.
Access will focus access to neighboring land uses, as well as specific pedestrian circulation
enhancements within the transit facility sites. We also look at local access to bus stops within the
city, as well as bus facility design (such as the design and placement of bus pads, shelters, and
furniture in relation to the sidewalk.)
9.3. Safe Routes to Schools
Alta will develop a toolbox of Safe Routes
to School recommendations for schools
within Carlsbad, using its national
experience in this field. This toolbox will
cover engineering, enforcement, education
and encouragement activities that can be
implemented to enhance school safety and
increase the number of children walking to school.
As part of our Task 5 work, we will identify existing schools, pedestrian facilities, school signage,
school crosswalks, and crossing guard locations. Alta will identify existing barriers to walking to
Amended Scope of Work
school, including school policies, and propose feasible projects to eliminate or minimize those
barriers. Based on our fieldwork and observations, we will provide recommendations for
enhancements that focus on these school areas.
9.4. Redevelopment Areas
The Alta team will develop recommendations for incorporating pedestrian enhancements into the
City's Redevelopment areas, including those contained in the Village Redevelopment Plan and
Ponto Vision Plan. These improvements may focus on sidewalk infill, streetscape improvements,
and retrofitting other pedestrian infrastructure in these older sections of the city.
9.5 Downtown Connections
We will look at connections to the downtown area, building off of information in the Downtown
Pedestrian Access study. Potential opportunities to develop new connections from the surrounding
neighborhoods to the Downtown area will be studied, including potential new pathways.
9.6. Commercial and Industrial Zones
The project team will develop recommendations for the development pedestrian infrastructure in
the unique contexts of commercial and industrial zones. These may include recommendations such
as encouraging employees to walk to a neighboring restaurant for lunch rather than driving. Alta will
also identify potential pathway connections between residential communities and the commercial
and industrial areas that provide jobs opportunities.
9.7. Connectivity to Neighboring Communities
The project team will identify gaps and make recommendations to ensure connectivity to the
pedestrian networks of the neighboring communities of Oceanside, Vista, San Marcos, Encinitas
and unincorporated San Diego County.
9.8. Coastal Rail Trail Connections Review
Alta will conduct a specific focused review of the existing Coastal Rail Trail segments built in
downtown Carlsbad, focusing on connectivity to the street network, and issues related to east-west
flows between the neighborhood areas and the coastal areas.
Deliverables
Technical memorandum summarizing:
— Accessibility Improvements
— Access to Transit
— Safe Routes to School Programs
— Redevelopment Areas
— Downtown Area Connections
— Connectivity to Neighboring Communities
— Coastal Rail Trail Assessment
Amended Scope of Work
TASK 10: FACILITY ENHANCEMENTS AND PRIORITIZATION
Alta will identify and prioritize capital, traffic safety, educational projects, and other projects based
on our analysis of existing conditions and issues and opportunities. The capital projects will include
new pedestrian connections, removal of pedestrian barriers, and improved access for pedestrians
within and between all neighborhoods as well as major recreation, cultural, tourist and commercial
attractions.
Alta will work with the City staff throughout this process. Traffic safety projects will improve safety
of pedestrians on sidewalks, pathways, and at street crossings. The educational projects will increase
awareness of the benefits of walking. The projects may include a signage program for pedestrian
routes throughout the city that link various neighborhoods and attractions. Other recommendations
will include projects to enhance existing or develop new partnerships with civic organizations,
community groups, public agencies, and schools, and encourage increased walking.
10.1 Priorities and Phasing
The Alta Team will develop a mechanism for evaluating the performance of the proposed pedestrian
system and the implemented projects against the performance of the original system. A proposed
timetable for the City to determine progress in reaching goals and making changes to those goals as
needed will be provided. Alta has developed similar measures for other regions around the country
that can provide clear cost-benefit figures for pedestrian improvements, in comparison with other
modal investments, so that the relative benefits can be clearly understood by decision makers and
the public. This includes use of the FHWA level-of-Service methodology, latent demand models,
and the space-syntax model.
Typical criteria used in determining project priorities include:
Connectivity — Provides connectivity between existing segments of sidewalks. Overcomes major
gaps and barriers between regional destinations.
Multi-Modal Coordination - Connects to major multi-modal destinations, whether that be a bus
transfer station or train station.
Accessibility — Enhances access from residential neighborhood to major regional destinations
within the region, including schools, community centers, employment centers, and commercial
centers. An Activity Center Map will be prepared that shows the location of major destinations in
the region, including schools, employment centers, and other destinations.
Usage — Serves the greatest number of users possible, focusing on major destinations. Potential
usage will be determined through Alta's Pedestrian Demand Model.
Safety — Provides the highest level of safety possible while addressing major safety concerns such
as narrow, high traffic roadways. This will be determined through discussions with staff, field
observations, and the safety analysis.
Planned Transportation Improvement Projects — Takes advantage of opportunities such as
planned roadway improvements that may accommodate pedestrian enhancements facilities with
relatively little additional cost.
Proposed pedestrian improvements will be prioritized both by type of improvement, and areas to be
improved. The ranking will be conducted with staff and community input, using a ranking system
that assigns values to current conditions and opportunities. The ranking will be used to develop a
priority list for future investments. Working closely with staff, the Alta team will separate the
Amended Scope of Work
projects/programs into high-, medium- and low-priority categories. Additional criteria may also be
considered in the project ranking, such as:
a. Project Readiness: is the project ready-to-go in terms of completed preliminary designs,
control of right of way, and local political approval?
b. Costs: Has the project been developed into enough detail and been reviewed by
appropriate agencies so that the estimated cost is reasonably accurate?
c. Public Support: does the project have strong local support? Was it presented in a public
forum, and have letters of support?
d. Master Plan: is the project identified as high-priority on an adopted local master plan that
conforms with FHWA and Caltrans requirements?
e. Matching Funds: Are there adequate local matching funds and other outside matching
funds sufficient to complete the project?
f. Design: does the project conform to appropriate ADA, MUTCD, and other design
standards?
g. Multi-Jurisdictional: Is the project a multi-jurisdictional project that demonstrates
cooperation between agencies seeking to overcome a major gap or barrier?
h. Benefits: Does the project have a reasonable projection of the benefits in terms of users,
improved safety, and air quality benefits?
The Alta team will fold the prioritized list of high-priority projects/programs into the capital
improvement program.
10.2 Develop CIP Project Sheets for High Priority Projects
Each of the top 15 pedestrian projects will be described in a Project Description sheet that is based
on the City's CIP Project Request Form. The Project Description sheet will clearly present the
project, its cost, responsible agencies, a graphic or digitized aerial photo of the location or proposal,
a list of specific improvements, and other information. Alta designers and engineers, for example,
may develop conceptual design graphics on available aerial photos of proposed improvements, or
provide concept sketches of improvements, or use Adobe Photoshop to simulate improvements, or
any combination as needed.
Deliverables
• Project Prioritization
• Project Location Maps
• CIP Project Description Sheets
Amended Scope of Work
TASK 11: CAPITAL IMPROVEMENT IMPLEMENTATION PROGRAM
Alta will develop a 20-year capital improvement implementation program, containing specific cost
and funding requirements for projects that could likely be implemented within the first five (5) years,
and then more general Tier 1 and Tier 2 project lists for mid-term and long-term projects.
Cost estimates will be developed using detailed information on the extent of each project and
existing conditions related to each project location. The costs will be separated among land cost (if
any), site preparation, planning, design and engineering costs, construction costs, and environmental
documentation/mitigation costs (if any). Alta will use the latest unit costs experienced by the City
Public Works and Parks and Recreation Departments. Each project description will include an
estimated construction cost and estimated on-going maintenance and operation costs by
implementation phase based on comparable experiences.
The Alta Team will identify potential matching and major funding sources, compile criteria and
requirements, and relate anticipated schedule of funding to the prioritized list of pedestrian
improvements. Costs associated with short-term, mid-term, and long-term projects will be compared
with funding needs, so that long range programming for local matching funds can be accomplished.
Based on the recommended phasing schedule, cost information, and funding opportunities, we will
finalize the 20-year capital improvement program so that it clearly identifies the funding
requirements by year for the life of the plan, along with estimates of local matching funds. This will
include estimates of operating and maintenance costs that are usually borne by local governments.
OPTIONAL TASK - GRANT WRITING
As an optional task, we will prepare funding applications to build on this planning effort and help
implement the system. Alta staff members have been successful in winning over $30 million in
grant funding for projects. We have provided a separate cost for grant applications as part of our
budget below.
Deliverables
Capital Improvement Implementation Program
Optional Grant Writing Assistance
TASK 12: GENERAL PLAN, ZONING ORDINANCE AND DESIGN STANDARDS
Alta will identify and summarize the General Plan provisions, Zoning Ordinance sections and
Design Standards which support the Pedestrian Master Plan.
12.1. General Plan and Zoning Ordinance
The Alta team will analyze existing City policies and codes with respect to pedestrian facilities and
travel. Alta team members are already very familiar with these policies and codes, and this will be an
10
Amended Scope of Work
expedited process. Alta will identify those components which support the Pedestrian Master Plan as
developed based on research, fieldwork and public input.
12.2. Design Standards
Alta will provide a discussion of Design Standards related to pedestrian facilities in the public right
of way. A summary of design elements may include:
Sidewalks (width, surface)
ADA features (ramps, tactile features, etc.)
Shared Use Trails
Lighting
Crosswalks (mid-block, signalled)
Signals (timing, pedestrian heads)
Signing
Transit stops
Nodes or activity areas
Bike lanes
In-pavement flashers
Planting strips
Landscaping, trees
Public art
Under- or over-crossings
Benches, shelters, drinking fountains
Pedestrian "districts"
Historical/interpretive walks
Land use/zoning/setbacks/density
Plazas/pocket parks/woonerfs
Parking
In addition to the pedestrian-specific infrastructure elements discussed above, there are a number of
other transportation-related infrastructure improvements that can provide enhancements to the
pedestrian environment. These may include:
Roundabouts
Reduced lanes/lane widths
School commute routes
Curve radii/pork-chop design
One-way/two-way streets
Improved right turn slip-lane design
Chokers, Chicanes, mini-circles
Raised crosswalks
Modified intersections
Moving stop bars
Driveway improvements
Raised medians/crossing islands
Speed tables
Curb extensions
Partial street closures/Bike Boulevards
Wide crosswalks
Alta will discuss these enhancements in the context of the City of Carlsbad Pedestrian Master Plan ,
including discussion on the effectiveness of specific measures, positive and negative attributes, and
guidance on appropriate situations in which to implement them.
11
Amended Scope of Work
Deliverables
• Technical memorandum on General Plan consistency
• Technical memorandum on Zoning Ordinance consistency
• Technical memorandum on Design Standards
TASK 13: PREPARE AND SUBMIT A DRAFT MASTER PLAN
Alta will prepare a draft Pedestrian Master Plan composed of the tasks completed up to this point.
We may suggest different graphical, formatting, and other options to the City to maximize access
and readability to the staff and public, including possibly producing separate documents for various
topics. The draft plan will include goals, issues, recommended options for policy and capital projects
and an estimated cost for implementation. An action plan for implementation of policies and
objectives, including education and enforcement, will be an integral part of the Plan. Alta will
submit 10 administrative copies of the Plan to the city for review by the working group. Alta will
receive public comment on the draft plan in accordance with the Public Involvement Plan (Task 4).
Deliverable
• Draft Pedestrian Master Plan document
TASK 14: REVISE DRAFT AAASTER PLAN AND SUBMIT FINAL DRAFT
Based on comments received by Alta from the City and the public, we will revise the draft Plan and
present a final draft Plan for review and approval to the stakeholders, Transportation and
Circulation Committee, Planning Commission, and the City Council.
Deliverable
• Final Draft Pedestrian Master Plan document
TASK 15: RECEIVE COMMENTS AND PRODUCE FINAL MASTER PLAN
Following the City's review and approval of the Pedestrian Master Plan, Alta will make revisions and
prepare the final version of the Plan to be presented to various City leaders and to be made available
to the public. The consultant will provide up to 20 copies of the Final Master Plan, 1 unbound
reproducible copy, and an electronic copy (MS Word and PDF) for future duplicating needs.
12
Amended Scope of Work
Deliverable
• CD ROM and Hard Copies of the Final Pedestrian Master Plan
13
CITY OF CARLSBAD
PEDESTRIAN MASTER PLAN
CONSULTANT BILLING RATES
Alta Planning +
Design
WRT
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WalkSanDiego
Position
Principal (M. Jones)
Senior Associate (B. Hondorp)
Associate (S. Ryan & M. Benjamin)
Senior Planner (M. Lasky)
Administrative Support
Principal (K. Garcia)
Senior Associate (L. Burnett)
Principal (M. Graham)
Planner (K. Mueller)
Rate
$200
$120
$100
$85
$60
$200
$165
$150
$65
Alta Planning + Design Team
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