HomeMy WebLinkAbout2014-03-25; City Council; 21539; Approval Agreement Dover, Kohl & Partners Consulting Services to Prepare Barrio and Village Master PlanCITY OF CARLSBAD - AGENDA BILL
AB# 21,539 APPROVAL OF A PROFESSIONAL SERVICES AGREEMENT DEPT. DIRECTOR
MTG. 3/25/14 WITH DOVER, KOHL & PARTNERS FOR CONSULTING CITY ATTORNEY Wj
DEPT. CED SERVICES TO PREPARE THE BARRIO AND CITY MANAGER jl
VILLAGE MASTER PLAN
RECOMMENDED ACTION:
That the City Council ADOPT City Council Resolution No. 2014-049 approving a professional services
agreement with Dover, Kohl 8i Partners to prepare a master plan for the Barrio and Village in an amount not
to exceed $350,000.
ITEM EXPLANATION:
Revitalization of the city's downtown "Village" is a City Council priority project. Renewal efforts have
included installation of decorative lighting, new benches and hanging baskets, adoption of a curb cafe policy
and the hiring of Urban Place Consulting Group. Additionally, in 2013, the City Council approved changes to
the Village Master Plan. These changes were intended to quickly stimulate activity in limited but impacting
ways and did not apply to properties in the Coastal Zone. At that time City Council was informed that staff
would return with a recommendation to create a new Village Master Plan, originally adopted in 1995. The
Carlsbad Community Vision, identified through Envision Carlsbad, promotes Village revitalization. Further, a
policy ofthe proposed General Plan supports comprehensively updating the master plan.
The city also has taken efforts to enhance the Barrio area south of the Village. This year, the City Council
allocated funds to evaluate Barrio street lighting to make the neighborhood safer and more enjoyable for
residents. A pedestrian/bicycle crossing of the railroad and installation of more traffic safety measures are
presently under consideration as well. As with the Village, continued enhancement of the Barrio over the
long term, along with recognition of its historic aspects and its cohesiveness, would be assisted by a master
plan. Last fall, staff met with two small groups of Barrio stakeholders to discuss the concept of expanding
the Village master planning effort to include the Barrio; the concept was received favorably.
Uniting the Village and Barrio under one master plan would enhance connectivity between the two areas. It
would also give the Barrio the tools needed to successfully implement the increased residential densities
provided in the Housing Element ofthe General Plan and approved by City Council in early 2013. Moreover,
both the Carlsbad Community Vision and the proposed General Plan encourage Barrio rejuvenation.
On October 18, 2013, city staff released a Request for Proposal (RFP) for a qualified consultant to develop a
single master plan that would establish a vision for and regulated development in both the Village and
Barrio. In response, eleven consultant proposals were received by the city in November. The proposals
were reviewed and ranked by a selection committee composed of city staff members. Proposals were
evaluated based on proposed services and methodology, overall response to request, best value, related
experience of the firm and project team and client reference information.
DEPARTIVIENT CONTACT: Scott Donnell, 760-602-4618, scott.donnell(5)carlsbadca.gov
FOR CITY CLERKS USE ONLY. K COUNCIL ACTION: APPROVED K CONTINUED TO DATE SPECIFIC •
DENIED K CONTINUED TO DATE UNKNOWN •
CONTINUED • RETURNED TO STAFF •
WITHDRAWN • OTHER - SEE MINUTES •
AMENDED •
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Based on the evaluation criteria, the selection committee chose two firms to interview. The interview panel,
which consisted of city staff and a representative from Urban Place, interviewed the firms in January. The
panel selected Dover, Kohl &. Partners as the recommended firm to lead the master planning efforts.
Dover, Kohl 8i Partners, based in Coral Gables, Florida, has extensive experience in helping municipalities
across the United States. For the City of Carlsbad, the firm will focus on planning, urban design, and
community participation. The consultant team also includes consulting specialists in multi-modal
transportation, market analysis, and "tactical urbanism," or short-term revitalization strategies.
The scope of work set forth by Dover, Kohl &. Partners includes:
• An analysis of existing conditions, constraints, and opportunities in both neighborhoods
• Extensive public participation, including a two-week long charrette
• Coordination with Urban Place and the city's Special Projects Coordinator
• Development of a master plan informed by economic and environmental analysis
The two-week long charrette is the centerpiece of the planned public participation process. It consists of a
series of meetings, design sessions and stakeholder interviews to quickly engage the community and form
the framework for the master plan. Much of the consultant's work would take place in a temporary design
studio open to the community. It is the intent that the charrette would occur in or near the Barrio and
Village.
Master planning efforts are anticipated to take approximately 12 to 16 months. The professional services
agreement provides for an 18 month term that is renewable for one additional year. If adopted, the master
plan would be a "stand-alone" document, containing the vision, policies, guidelines and standards needed to
regulate development in the Barrio and Village.
FISCAL IMPACT:
Dover, Kohl &. Partners and the city have negotiated a budget not to exceed $350,000 to perform the
consulting services outlined in the Professional Services Agreement. This amount includes $288,220 for
consulting services and $61,780 for reimbursable expenses (travel, lodging, etc.). An additional $35,000
(10% of the budget) will be set aside for incidental expenses such as facility and equipment rentals,
refreshments and printing. When possible, city facilities and equipment will be used. The Community and
Economic Development Department will fund and manage the project. Sufficient funds exist in the
department's current operating budget to fund the agreement and incidental expenses.
ENVIRONMENTAL IMPACT:
Pursuant to Public Resources Code section 21065, this action does not constitute a "project" within the
meaning of CEQA in that it has no potential to cause either a direct physical change in the environment, or a
reasonably foreseeable indirect physical change in the environment, and therefore does not require
environmental review.
Adoption of the master plan is subject to CEQA. The recommended professional services agreement
includes environmental analysis. A recommended environmental document would be presented to Planning
Commission and City Council for consideration along with the master plan.
EXHIBITS:
1. City Council Resolution No. 2014-049
2. Professional Services Agreement with Dover, Kohl &. Partners
3. Map of the Barrio and Village areas.
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EXHIBIT 1
1 RESOLUTION NO. 2014-049
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CAUFORNIA, APPROVING A PROFESSIONAL SERVICES AGREEMENT
WITH DOVER, KOHL & PARTNERS TO PREPARE A MASTER PLAN
4 FOR THE BARRIO AND VILLAGE.
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WHEREAS, the City Council has identified revitalization of the city's downtown
Village as a priority project; and
WHEREAS, a comprehensive update of the existing Village Master Plan and
Design Manual is a contemplated action to spur renewal over the long term; and
WHEREAS, the City Council has also taken efforts to enhance the Barrio area
11 south of the Village and master planning of the Barrio would also encourage its continued and
12 long term improvement; and
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WHEREAS, on October 18, 2013, city staff released a Request for Proposal (RFP)
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for a qualified consultant to develop a single master plan that would establish a vision for and
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regulated development in both the Village and Barrio; and
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ly WHEREAS, in response to the RFP, a total of eleven (11) proposals were received;
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WHEREAS, the city's selection committee, following review of the consultant
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24 firm was responsive to the evaluation criteria and overall considered the best fit for the project.
25 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad,
California, as follows that:
The above recitations are true and correct.
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proposals and interviews with two firms, selected Dover, Kohl 8c Partners as the top
professional services provider to develop a master plan forthe Barrio and Village; and
WHEREAS, the selection committee chose Dover, Kohl 8i Partners because the
1 2. That the professional services agreement with Dover, Kohl 8i Partners is hereby
approved.
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2 3. That the City Manager is hereby authorized and directed to execute the
professional services agreement with Dover, Kohl &. Partners to develop a master plan for the
4 Barrio and Village.
^ 4. That sufficient funds exist in the Community and Economic Development
Department's current operating budget to fund the $350,000 professional services agreement
and up to $35,000 in incidental expenses.
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PASSED, APPROVED AND ADOPTED at a Regular Meeting ofthe City Council ofthe City
of Carlsbad on the 25th day of March 2014, by the following vote to wit:
AYES:
NOES:
Council Members Wood, Schumacher, Blackburn.
None.
ABSENT: Council Members Hall, Packard.
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MATT iflALL, Mayor
ATTEST:
^A.JENGLESON,gfty Clerk
;;D =
Exhibit "2"
AGREEMENT FOR PROFESSIONAL PLANNING SERVICES
DOVER, KOHL & PARTNERS ^ $;;rV\^
THIS AGREEMENT is made and entered into as of the . ^ "-^^ • - -j
Or^cvPC W , 2014, by and between the CITY OF CARLSBAD, a municipal
corporation, ("City"), and The Image Network, Inc d/b/a Dover, Kohl & Partners, a corporation,
("Contractor").
RECITALS
A. City requires the professional services of a planning consultant that is
experienced in urban planning and ciesign and community participation.
B. Contractor has the necessary experience in providing these professional services
and advice related to development of a master plan for the Barrio and Village areas of Carlsbad.
C. 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 eighteen months from the date first
above written. The City Manager may amend the Agreement to extend it for two additional one
year periods or parts thereof in an amount not to exceed three hundred fifty thousand dollars
($350,000) per Agreement year. Extensions will be based upon a satisfactory review of
Contractor's performance. City needs, and appropriation of funds by the City Council. The
parties will prepare a written amendment indicating the effective date and length of the extended
Agreement.
4. TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement.
5. COMPENSATION
The total fee payable for the Services to be performed during the initial Agreement term will be
three hundred and fifty thousand dollars ($350,000), including reimbursable expenses. 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".
1 I'
Incremental payments, if applicable, should be made as outlined in attached Exhibit "B".
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.
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 expirafion 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-:VM". OR
with a surplus line insurer on the State of California's List of Eligible Surplus Line Insurers
(LESLI) with a rafing in the latest Best's Key Rating Guide of at least "A:X".
10.1 Coverages and Limits.
Contractor will maintain the types of coverages and minimum limits indicated below, unless Risk
Manager 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 Liabilitv Insurance. $1,000,000 combined single-limit
per occurrence for bodily injury, personal injury and property damage. If the submitted policies
contain aggregate limits, general aggregate limits will apply separately to the work under this
Agreement or the general aggregate will be twice the required per occurrence limit.
10.1.2 Automobile Liability, (if the use of an automobile is involved for
Contractor's work for City). $1,000,000 combined single-limit per accident for bodily injury and
property damage.
10.1.3 Workers' Compensation and Emplover's Liabilitv. Workers' Compensation
limits as required by the California Labor Code. Workers' Compensation 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.
I I If box is checked. Professional Liability
tractor's Initials Insurance requirement is waived.
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 Commercial General
Liability which shall provide primary coverage to the City.
10.2.2 Contractor will obtain occurrence coverage, excluding Professional
Liability, which will be written as claims-made coverage.
10.2.3 This insurance will be in force during the life of the Agreement and any
extensions of it and will not be canceled without thirty (30) days prior written notice to City sent
by certified mail pursuant to the Notice provisions of this Agreement.
10.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this
Agreement, Contractor will furnish certificates of insurance and endorsements to City.
10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance
coverages, then City will have the option to declare Contractor in breach, or may purchase
replacement insurance or pay the premiums that are due on existing policies in order to
maintain the required coverages. Contractor is responsible for any payments made by City to
obtain or maintain insurance and City may collect these payments from Contractor or deduct the
amount paid from any sums due Contractor under this Agreement.
10.5 Submission of Insurance Policies. City reserves the right to require, at anytime, complete
and certified copies of any or all required insurance policies and endorsements.
11. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of the
Agreement, as may be amended from time-to-time.
12. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred under this
Agreement. All records will be clearly identifiable. Contractor will allow a representative of City
during normal business hours to examine, audit, and make transcripts or copies of records and
any other documents created pursuant to this Agreement. Contractor will allow inspection of all
work, data, documents, proceedings, and activities related to the Agreement for a period of
three (3) years from the date of final payment under this Agreement.
13. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors pursuant
to this Agreement is the property of City. In the event this Agreement is terminated, all work
product produced by Contractor or its agents, employees and subcontractors pursuant to this
Agreement will be delivered at once to City. Contractor will have the right to make one (1) copy
of the work product for Contractor's records.
14. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in City and
Contractor relinquishes all claims to the copyrights in favor of City.
15. NOTICES
The name of the persons who are authorized to give written notices or to receive written notice
on behalf of City and on behalf of Contractor under this Agreement.
For Citv For Contractor
Name Scott Donnell Name Joseph Kohl
Title Senior Planner Title Vice President
Dover, Kohl and Partners
Department Planning Address 1571 Sunset Drive
City of Carlsbad Coral Gables, FL 33143
Address 1635 Faraday Avenue Phone No. (305) 666-0446
Carlsbad, CA 92008 Email jkohl@doverkohl.com
Phone No. (760) 602-4618
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
Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance with the
requirements of the City of Carlsbad Conflict of Interest Code. The Contractor shall report
investments or interests in all four categories.
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 regulafions and will be responsible for the compliance of
Contractor's services with all applicable laws, ordinances and regulations.
Contractor will be aware ofthe 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 whose services are
required by this Agreement.
18. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting
discriminafion 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 resolufion within ten (10) business days. If the resolution thus
obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded
to the City Manager. The City Manager will consider the facts and solutions recommended by
each party and may then opt to direct a solution to the problem. In such cases, the action of the
City Manager will be binding upon the parties involved, although nothing in this procedure will
prohibit the parties from seeking remedies available to them at law.
20. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may
terminate this Agreement for nonperformance by notifying Contractor by certified mail of the
terminafion. 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
violafion 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 othenA/ise 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 seg..
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.
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 nor any part of it nor any
monies due or to become due under it may be assigned by Contractor without the prior consent
of City, which shall not be unreasonably withheld.
25. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated by it,
along with the purchase order for this Agreement and its provisions, embody the entire
Agreement and understanding between the parties relating to the subject matter of it. In case of
conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor
any of its provisions may be amended, modified, waived or discharged except in a writing
signed by both parties.
26. AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf of
Contractor each represent and warrant that they have the legal power, right and actual authority
to bind Contractor to the terms and conditions of this Agreement.
CONTRACTOR
The Image Network, Inc d/b/a Dover, Kohl
& Partners, a ccM-poration.
By:
CITY OF CARLSBAD, a municipal
corporation of the State of California
(iign herl^ Kathy Dodson, iti City Manager
Joseph Kohl, Vice President4'S6a^67?\^J^
ATTEST:
(signlTere)
(print name/title)
Ilia
BARBARA ENGIAESON
City Clerk U
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:
CELIAA. BREWER, City Attorney
BY:
STATE OF FLORIDA
COUNTY OF Miami-Dade
The foregoing instrument was acknowledged before me this Q \ ^^day of
p£brucrL^ 20 by Joseph A. Kohl who is the Vice President and Secretary
of The Image Network. Inc. d/b/a Doven Kohl & Partners.
KRISTEN THOMAS
\ Notary Public - State of Florida
I My Comm. Expires Jul 6.2014
Commission # DO 970825
WWW
(NOTARY SEAL)
(Signature of Notarv Public-State of Florida)
(Name of Notarv Typed. Printed, or Stamped)
Personally Known
Type of Identification Produced
OR Produced Identification
EXHIBIT "A"
SCOPE OF SERVICES
Itemized List of what Contractor will do for City and at what price.
EXHIBIT "A"
SCOPE OF SERVICES
Dover, Kohl 8i Partners agrees to perform the services described below.
GENERAL APPROACH
The following summarizes the general approach toward town planning that Dover, Kohl & Partners has developed over the
past 25 years. We are aware that each project and plan presents unique opportunities and challenges; customization is the
key. Our goal is to provide design consultation, drawings, exhibits, and participation in meetings with stakeholders,
community groups, and public entities as necessary to develop a vision, master plan, recommendations, and
implementation tools to guide future development.
CONSENSUS THROUGH PUBLIC PARTICIPATION
We recognize that changes in the built environment can be controversial; we've found that education and a shared sense of
authorship is key to creating consensus. Community involvement is an integral component in all of our projects. The Dover-
Kohl team has numerous techniques for building consensus and helping communities establish implementable plans that
guide future growth and decision-making. Our charrettes are inclusive by nature and designed to build consensus from the
outset.
The charrette focuses community input over a focused period of time, through the hands-on effort of people representing
the full spectrum of community interests. We begin with visual presentations designed to create a clearer understanding
and awareness of community issues and show examples of highly livable peer communities that share common
characteristics with the local area.
Community members with varied interests then work side by side in groups to formulate plan goals, draw their ideas on
maps, and then present their ideas and maps to the other groups. This workshop setting provides members of the
community with a special opportunity to share and better understand concerns from other perspectives. This technique is
excellent for confirming, updating, or refining ideas from previous planning efforts.
ON-SITE VISIONING & MASTER PLANNING
The Dover-Kohl team will set up a temporary design studio in Carlsbad, within the site area. The team shall also endeavor
to stay within the site area and patronize local restaurants and services in the area, spending locally and learning about
the day-to-day life of residents. Immediately following the public hands-on design session the team will continue to refine
the community's vision. Throughout the week the community's goals are pursued while design options and multiple
scenanos are tested against economic and transportation based realities. At the same time, the community is invited into
the studio to see the plans as they evolve and offer continual feedback on the work being produced.
It has been our experience that through these comprehensive charrettes, participants come to care more about the plan
— they see their ideas as they are refined and become part of a more finalized vision. We cannot emphasize enough the
educational value of this approach either. Citizens become familiar with the tools of good urban design and gain an
Page 11
appreciation of the importance of long-range thinking. Our goal is to make sure that all groups participate, are heard, and
are understood.
VISUALIZING CHANGE
It is difficult to communicate exactly what change will look like. Change is easier to accomplish and more believable
(acceptable) when we know what to expect — a picture truly is worth a thousand words! In our charrette process we
create many drawings, sketches, renderings, computer simulations, and "before-and-after" sequences that can help the
community study the options, visualizing change before it occurs.
AN INTEGRATED PLAN
Fully detailed, the Master Plan will descnbe the future development possibilities for the Village and Barrio, We will
illustrate long-term goals for the community such as urban design for buildings, pubiic spaces, streets, and housing
options based on the market analysis. The Plan will break into natural phases; a "change-over-time" sequence can depict
the near-term and longer-horizon improvements and selected catalyst projects can help build confidence in the plan.
REFORMING THE LAND DEVELOPMENT REGULATIONS
Design does matter; well-executed details often make prosperous places to live and work. There may be a need for fine-
tuning regulations or creating a form-based code that ensures that the physical details of the Master Plan are translated
into built reality. Dover, Kohl & Partners has created numerous form-based codes and other regulatory overlays to assist
in the implementation of plans. The key is to regulate buildings, streets, and public spaces in order to ensure that new
buildings respect the desired character through their individual volume, scale, and detailing.
IMPLEMENTING CHANGE
Short term success builds confidence in long term plans. Tactical Urbanism is based on the idea of small, low cost
projects being implemented with minimal budgets, but have a large impact on the community. Our team will help identify a
number of potential short-term projects that can be implemented by the community that will build confidence in the plan
and goals with long-term horizons.
PROJECT APPROACH
PHASE 1 - EXISTING CONDITIONS ANALYSIS
SCOPE OF SERVICES TASKS
INCLUDED IN PHASE 1
TASK 1 *
Review of Existing materials & Resources
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Ongoing Review
Existing Conditions Analysis
Review Information from Urban Place
Conduct Additional Data Collection & Mapping
TASK 2*
Attend Kick-off Meeting & Tour
Participate in Village Specific Work Group Meeting (1 of 5)
Recommend Methods for Public Outreach for Village & Barrio
Summary Report for Site Visit Meetings
Confirm Plan Area Boundaries
Phase 1 will consist of an initial meeting to introduce the project team and set roles, develop the a detailed project
schedule—including the design of the charrette format—provide an assessment of previous work, analysis of existing
conditions and a site visit and tour of the Village and Barrio.
1.1 PROJECT TEAM ESTABLISHMENT
At the start of the project, a Principal and Project Director from Dover-Kohl will schedule a conference call with City staff
(including the Special Projects Coordinator and Urban Place), that will play a role in the development of the Barrio and
Village Master Plan to review base information needs, identify stakeholders, and strategize on the public involvement
process.
1.2 REVIEW PREVIOUS PLANS & STUDIES
The team will become familiar with the details of previous plans, studies, and regulating documents related to the Barrio,
Village and surrounding neighborhoods. This includes: Envision Carlsbad, the Village Master Plan and Design Manual,
Barrio Workshop Summary Report, Barrio Carlsbad Community Cohesion Report, Livable Streets Initiative, current
development proposals, the 2013 Neighborhood Enhancement Action Plan, existing market assessments, and others.
The team will also review work by Urban Place on the conditions and feasibility of reusing existing buildings within the
Village for commercial, office, and mixed-use opportunities. These plans and studies will be assessed for their current
applicability to the Barrio and Village Master Plan study areas and how they will affect future outcomes in the area.
Throughout the planning process the plan will be assessed in accordance with the General Plan EIR and the goals ofthe
Comprehensive Plan update, Envision Carlsbad.
1.3 ANALYSIS & BASE MAPS
The team will utilize ArcView GIS or a similar base data mapping service, aerial and ground level photography, land use
surveys, and expertise provided by the City in order to acquire the necessary information to create a series of Analysis
Maps for the Barrio and Village Master Plan areas. Information to be mapped may include existing land uses, open space,
zoning, utility easements, property boundanes, ownership, topography, natural resources, environmental conditions, and
building condition.
Utilizing this information Dover-Kohl will produce base maps of the planning area to be used throughout the charrette in
Phase 2 by the design team and members ofthe public.
1.4 PUBLIC INVOLVEMENT PLAN
Dover-Kohl, City staff and Urban Place will determine the best mechanisms for outreach to individuals and groups in the
Carlsbad Village and Barno communities; outreach efforts may also extend to Carlsbad as a whole to generate city-wide
interest and awareness. A strategy for soliciting community input and establishing on-going public outreach throughout the
process will be addressed. Dover-Kohl will assist in the design of flyers, posters, banners, postcards, mailers, and press
releases which will be distnbuted to the media, neighborhood associations, business associations, and community
organizations (among others).
Throughout the planning process Dover-Kohl will provide information to update the City of Carlsbad's website and
updates can be posted on a project Facebook page to keep the community informed about public meetings and help them
follow the planning process. Information to be provided will include project updates, photographs, maps, renderings.
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images, and other submitted deliverables. Dover-Kohl, as much as possible, will prepare draft copy written for a lay
audience and provide it to the city for layout and production, prepare presentations using city templates and style guides,
and prepare submitted deliverables as digital images for use in city-produced communication materials. Further and as
much as possible, Dover-Kohl will provide creative input and content for city-produced introductory video about the project
for posting on the city's YouTube channel and other social media outlets, as well as the city website and cable channel.
1.5 INITIAL SITE VISIT
Key members of the Dover-Kohl team will conduct a 2 to 3 day site visit in Carlsbad. During this trip, the team will work
closely with City staff, the Special Projects Coordinator and Urban Place and will conduct interviews with key
stakeholders. Descriptions of tasks that can be completed during the site visit are as follows:
1.5.1 Project Team Meeting
The Dover-Kohl team will meet with City staff. Urban Place and the Special Projects Coordinator to refine the goals
and objectives of the planning process. Together we will review the existing characteristics of the Barrio and Village
areas including information compiled to create analysis maps. Key elements and recommendations from existing plans
and reports will be discussed regarding their relevance and future potential for the Master Plan Areas. Initial planning
principles and objectives for the Master Plan will be developed. These planning principles will later be explored and
tested against the desire of the public during Phase 2, the public visioning charrette.
1.5.2 Confirm Plan Area Boundaries
Based on the Review of Previous Studies and Analysis Maps, Plan Area Boundaries and the boundaries of any
planning sub-districts will be proposed by the Dover-Kohl team. During the site visit these Plan Area Boundanes and
the boundaries of any planning sub-districts will be discussed and confirmed based on the needs of the project.
Boundaries will be vetted through the public input and review process outlined in phases 2 and 3.
1.5.3 Stakeholder Meetings & Interviews
The team will hold additional meetings during the site visit with key stakeholders including property owners, community
groups, and other local stakeholders to discuss their goals and objectives for both the Village and Barrio areas.
Meetings may be Barrio or Village specific or community wide, based on the needs of the project. At least one
stakeholder meeting will include participation in an ongoing Village-specific working group meeting such as the
Property Owner Working Group. Meeting locations are to be determined based on the site visit schedule and what is
most convenient to the groups that the Dover-Kohl team will be meeting with. Meeting materials (e.g., handouts,
exhibits) will be provided by Dover-Kohl.
1.5.4 Village & Barrio Tour
While in Carlsbad for the Site Visit, Dover-Kohl will tour with the City Staff, the Special Projects Coordinator and Urban
Place in order to examine the existing urban form and analyze the network of streets, blocks and lots, building types,
and building patterns. The analysis will include a review of the existing land use, density, transportation issues,
existing streetscape characteristics, urban design elements, and development issues affecting the Barrio and Village.
The team will assess, measure, and document existing building types, building placement relative to the street, building
massing, scale, height, pnmary facade transparency, sidewalks, plantings, lighting, signage, spacial enclosure, and
level of street life activity.
1.5.5 Kick-Off Press Conference (Optional)
While in Carlsbad, Dover-Kohl will be available to participate in a press conference along with the City to inform the
community ofthe upcoming public visioning and planning process.
1.6 SITE VISIT SUMMARY REPORT
A summary report of all meetings held during the site visit as well as analysis from the area tour will be created. The
report will be provided no more than three weeks following the site visit. The report will be for public distribution and shall
be provided as a PDF in manageably sized sections for easy posting on the city's website.
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PHASE 2 - CHARRETTE
SCOPE OF SERVICES TASKS
INCLUDED IN PHASE 2
TASK 2*
Participate in Barrio Specific Meeting (1 of 2)
Participate in Village Specific Work Group Meeting (2 & 3 of 5)
Facilitate Barrio & Village Community Wide Meetings (1, 2 & 3 of 4)
Summary Report for Visioning Charrette Meetings
On a mutually agreeable date, the entire Dover-Kohl team will travel to Carlsbad to work on-site with the community for a two
week-long charrette. This length of charrette enables the time and opportunities necessary to work with and engage both
the Barrio and Village neighborhoods. This visioning charrette is the centerpiece of our public participation process. Dover-
Kohl will lead a series of public meetings, design sessions, stakeholder interviews, and technical meetings to quickly engage
the community and form the framework for the Master Plan. The city will provide the facilities for these meetings.
The hands-on nature of the charrette and the opportunity to interact with differing perspectives allows issues to be quickly
identified and resolved. City staff, officials. Urban Place, and the Special Projects Coordinator will be involved throughout
the week at various meetings, workshops, and presentations. Updates will be provided to the project website and
Facebook page periodically throughout the charrette. Meeting materials (e.g., handouts, exhibits) will be provided by
Dover-Kohl.
2.1 DESIGN THE CHARRETTE FORMAT
Dover-Kohl will work with City staff. Urban Place and the Special Projects Coordinator to structure the format of the
Charrette in Phase 2 to best meet the needs of the community. Emphasis will be placed on establishing a community
vision for the Barrio and Village Master Plan, and creating methods to make that vision a reality. The charrette will include
multiple opportunities for people to offer input, including small group conversations, exit surveys, keypad polling, one word
cards, and one-on-one conversations.
2.2 CHARRETTE
The following tasks will be completed during the charrette:
2.2.1 Kick-off Event & Hands-on Design Session (Community Wide Meeting 1)
On the first day of the charrette, Dover-Kohl will lead a Community Wide Kick-off Event to mark the official start of the
public planning process. The event will feature a "Food For Thought" presentation to educate the public on best practices
in mixed-use, mixed-income development, livable transportation, traditional urban design, sustainability, community
character, and Smart Growth. In addition, the analysis of existing conditions will be presented to the public to inform and
educate them on the numerous planning challenges that must be dealt with during the planning process.
Immediately following the Kick-off Presentation, the meeting will transition to a Hands-on Design Session. Participants
will divide into small table groups around the room, oriented to base maps of the Village and Barrio, and a set of
ground rules and goals for the session will be laid out. Each table will have a facilitator from the Dover-Kohl team or
City staff to assist participants in a number of design exercises.
Dunng the first part of the table sessions, the community will identify the important issues associated with the future of
the Village and Barrio and discuss them in small groups. Participants will then continue to work together and draw on
base maps to illustrate how they might like to see the areas evolve in the future by describing the uses, open spaces,
building design and type, landscaping, street design, housing options, parking, and services, as well as key
transportation concerns.
At the end of the workshop, a spokesperson from each table will report the findings and major points to the entire
assembly. The goal of the Hands-on Design Session is to forge a community consensus and develop a short- and
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long-range vision for the future of the Barrio, the Village, and the surrounding neighborhoods. Dover-Kohl in
consultation with City staff may also determine two separate Hands-on Design Sessions are appropriate, one
specifically for the Village and the other focused on the Barrio.
Keypad polling, exit surveys, and one word cards may be incorporated throughout the event to calculate and present
public opinion on selected topics identified during the site visit.
2.2.2 Open Design Studio
Following the Hands-on Design Session, the planning team will set-up an Open Design Studio, preferably in an easily
accessible storefront location within the Village, for the duration of the charrette. The team will work on-site to integrate
the information gathered during the analysis of existing conditions and site visit with the input gained during the Hands-
on Design Session to create an overall vision for the Barrio and Village while continuing to gather community input.
Key stakeholders. City staff and the community will be encouraged to stop in throughout the two-week charrette as
new issues come to mind and to check on the development of the plan.
The following tasks will be completed in the Open Design Studio:
2.2.2.1 Technical Meetings
While working on-site, the Dover-Kohl team will lead technical meetings with government agencies and local
experts to address housing, open space, transportation, and other relevant topics. The purpose of these meetings is
to review the emerging vision and receive immediate focused feedback from all stakeholders. Additional meetings
with key stakeholders such as property owners, developers, neighborhood associations, and local merchants may
be held to ensure their plan objectives are reflected.
Barrio and Village specific meetings will be held as part of the technical meetings to ensure plan elements meet the
needs of each plan area.
2.2.2.2 Draft Illustrative Plan & Visualizations
During the charrette, the design team will create an illustrative plan of urban design characteristics such as
massing, density and land use, transportation options, open space and recreation, and economic development
opportunities.
Visualizing change is a key component of Dover-Kohl's planning methodology. Illustrations often communicate
ideas better than words, and are valuable tools to test or confirm plan concepts and gather meaningful input.
Illustrations, ground level and aerial perspective drawings, and diagrams that present emerging planning concepts
will be created in the Open Design Studio in order to obtain immediate feedback from City staff and the community.
Visualizations will provide "change over time" sequences of infill proposals, redevelopment strategies, and
streetscape improvements.
The Draft Illustrative Plan and Visualizations will be accessible throughout the charrette to allow casual feedback,
and will be presented at the end of the two-week period for more formal community input.
2.2.2.3 Open House (Community Wide Meeting 2)
At a mid-point during the charrette the Dover-Kohl team will host an Open House. Plans, visualizations, and
implementation strategies will be available to the public for review and discussion. This allows an additional
opportunity for the public to provide feedback on the plan as it develops. One Open House may be held for both the
Barrio and Village or separate Open Houses may be held for each as determined by Dover-Kohl and City staff
2.2.2.4 Work-in-Progress Presentation (Community Wide Meeting 3)
At the conclusion of the charrette, the planning team will present the work produced during the two weeks at a
"Work-in-Progress" presentation. At this presentation, the team will present ideas generated for the Master Plan
including the draft Illustrative Plan and Visualizations of the area's hypothetical build-out, areas for strategic
development, and goals for the development of the corridor. A question and answer session wili follow the
presentation.
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to
During the Work-in-Progress presentation, keypad polling will be utilized in order to generate real-time survey
results and opinion polls from members of the audience. We can track response information and view results dunng
the presentation. Keypad polling can help us understand if the plan is on the right-track.
2.3 CHARRETTE SUMMARY REPORT
A charrette summary report will be drafted following the charrette. The summary report will include the input and
comments received from the public as well as a description of the work presented at the Work-in-Progress presentation.
The report will be provided no more than three weeks following the charrette. The report will be for public distribution and
shall be provided as a PDF in manageably sized sections for easy posting on the city's website.
PHASE 3 - BARRIO & VILLAGE MASTER PLAN REPORT
SCOPE OF SERVICES TASKS
INCLUDED IN PHASE 3
TASK 2*
Participate in Barrio Specific Meeting (2 of 2)
Participate in Village Specific Work Group Meeting (4 & 5 of 5)
Facilitate Barrio & Village Community Wide Meetings (4 of 4)
Attend Public Hearing (All 3 of 3)
Attend Additional Meeting
Training Sessions
Summary Report for Meetings
TASK 3*
Administrative Draft Master Plan Report
Draft Master Plan Report
Administrative "Final" Master Plan Report
Final Master Plan Report
Adopted Master Plan Report
TASK 4*
Review of Other Documents for Consistency
Phase 3 includes the creation, revisions and presentations of the Barrio and Village Master Plan Report. The report will be
strongly based on the work created during the charrette and the ideas and concepts presented at the Work-in-Progress
presentation.
3.1 PREPARATION OF ADMINISTRATIVE DRAFT MASTER PLAN REPORT
The draft illustrative plan, visualizations, and development concepts begun during the charrette will be refined to best
illustrate the community's short- and long-term goals for the Barrio and Village based on comments received following the
Work-in-Progress presentation. Graphics and text will be used to demonstrate the common vision and show what is
possible by describing the mix of uses, building types, transitions to the surrounding neighborhoods, and street details.
Based on the preferred vision for the community, recommendations and implementation steps to make the community's
vision a reality will be drafted. Implementation strategies will include short- and long-term steps to implementing the vision.
Short-term steps that the City can immediately begin, such as tactical urbanism opportunities, will be highlighted to give the
community confidence that their vision will come to fruition.
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The Master Plan document will be concise and wili include the existing conditions analysis, the public process, plan vision,
and implementation steps. Clear planning principles developed by the community throughout the charrette, will guide the
document. Recommendations and Implementation Steps will also be detailed within this document.
In addition, Dover-Kohl understands the Master Plan will be a stand-alone document. Thus, it will include policies and
appropriate development and land use regulations to implement the community's vision for the Barrio and the Village. More
specifically, the Master Plan's contents will address and provide standards for land use, development, signs, parking, and the
design review and the development approval process. Additionally, the Master Plan will include design guidelines and may
need to include a parking program. Master Plan contents will also be shaped by and during the public input and review
process.
Consistency Review
The draft Master Plan Report will be reviewed for consistency with the Coastal Act, Local Coastal Program and the Zone
1 Facilities Management Plan of the Carlsbad Growth Management Program. In addition, Dover-Kohl will identify any
inconsistencies the proposed master plan may create with the other documents and recommend changes to the master plan
or other documents as appropriate. At all times, Dover-Kohl will monitor for consistency with the General Plan during its
update.
3.2 DRAFT MASTER PLAN REPORT
Dover-Kohl will provide copies of the Administrative Draft to the City and provide 2 rounds of revisions to the document to
create the Draft Master Plan Report that will be available to the public.
3.3 PRESENTATIONS OF THE DRAFT MASTER PLAN (COMMUNITY WIDE MEETING 4)
Key members of the Dover-Kohl team will travel to Carlsbad to present the Draft Barrio & Village Master Plan Report to the
public. This presentation could be a community wide meeting, special meeting/open house or at an official public hearing for
the commission. As necessary, Dover-Kohl can present the plan to multiple groups such as at Barrio or Village Specific
Meetings. The team members will be available to answer questions and explain the details of the plan and implementation
recommendations.
3.4 PREPARATION OF "FINAL" MASTER PLAN
The Draft Barrio and Village Master Plan will be revised based on comments received from the public. City staff and
officials (2 rounds of revisions).
3.5 PRESENTATIONS OF THE "FINAL" MASTER PLAN (PUBLIC HEARINGS)
Key members of the Dover-Kohl team will attend up to three public hearings for the adoption of the Master Plan. If City staff
determines necessary, a consultant representative regarding environmental matters will also attend these meetings.
3.6 COPIES
Dover-Kohl will provide the following copies of the master plan. Availability of environmental and master plan documents
will be simultaneous when possible.
• For each of the two rounds of review of the administrative draft master plan, provide five paper copies plus
electronic copies in Word and PDF. If comments are minor, paper copies may be unnecessary for the second
review.
• Based on staff comments on the administrative draft master plan, prepare a draft master plan for public
review. Provide 15 paper copies plus electronic copies in Word and PDF. PDFs shall be provided in
manageably-sized sections for easy posting on the City's website. Release of the draft master plan should
coincide with the presentations of the draft master plan (community wide meeting 4). (Note: Similar to a Draft
EIR, this version ofthe master plan is not intended for adoption but only public review and comment.)
• For each of the two rounds of review of the administrative "final" master plan, provide five paper copies, plus
electronic copies in Word and PDF. If comments are minor, paper copies may be unnecessary for the second
review.
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• Based on staff comments on the administrative "final" master plan, prepare a final master plan for processing
and review before Planning Commission and City Council. Provide 15 paper copies plus electronic copies in
Word and PDF. PDFs shall be provided in manageably-sized sections for easy posting on the City's website.
• Following public hearing review and approval, prepare 25 paper copies of the adopted master plan, 5 copies
on CD plus electronic copies in Word and PDF. PDFs shall be provided in manageably-sized sections for
easy posting on the City's website. (Note: All 25 paper copies may be unnecessary if there are no or only
minor changes approved by City Council.)
3.6 ADDITIONAL MEETING
As necessary the Dover-Kohl team will attend an additional meeting to assist in the acceptance and adoption of the Barrio
and Village Master Plan Report.
3.7 TRAINING SESSIONS
The Dover-Kohl team will lead two training sessions regarding the Master Plan and any proposed standards for City staff and
the Planning Commission and designers, business and property owners to ensure the document is fully understood by those
that will be administering and using the new recommendations.
PHASE 4 - ENVIRONMENTAL REVIEW
SCOPE OF SERVICES TASKS
INCLUDED IN PHASE 4
TASK 5*
Review Draft & Final General Plan EIR
Complete Initial Study (CEQA appendix G) & Necessary Supporting Studies
Prepare Mitigation Monitoring and Reporting Program (MMRP)
Complete responses to comments in conjunction with staff
Prepare revisions to Initial Study (IS) & MMRP consistent with CEQA Guidelines Section 15073.5(c)
Our team's approach to completing the environmental review process will be based on achieving two primary goals;
• Satisfying the requirements of CEQA, and
• Minimizing the cost and processing time.
Based on the assumption that the Master Plan would not change the underlying land use types or intensities, we believe
that preparation of a Mitigated Negative Declaration (MND), supported by a comprehensive IS, represents the best
approach to meeting these goals. Further, given the focus on design and planning policies, it is anticipated that the
evaluation can, where necessary, rely on environmental analysis completed for the City's current and pending General
Plans. Thus, while supporting studies will be provided as necessary, they are not anticipated to be required in the
preparation of the IS/MND.
4.1 ENVIRONMENTAL REVIEW
In the course of preparing the IS, HELIX Environmental Planning will work closely with the planning team and City staff to
identify potential issues and evaluate potential environmental effects. Should the analysis identify potential impacts,
HELIX will work with the planning team and City staff to develop planning goals, objectives and/or policies to include in the
Master Plan to reduce or avoid potential impacts. Where sufficient information is not available to incorporate explicit
planning solutions, HELIX will formulate mitigation measures which can be implemented as more detailed development
and infrastructure plans are prepared within the Master Plan Areas. These mitigation measures will include performance
standards to provide guidance and flexibility on how the mitigation measures are designed and implemented to reduce
potential environmental impacts to a level that is less than significant.
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The environmental documentation will be specifically designed to facilitate subsequent project review by allowing
development and infrastructure that is consistent with the Master Plan to move forward without additional CEQA review,
provided they are adequately evaluated in the document and incorporate applicable mitigation measures identified in the
Mitigation Monitoring and Reporting Plan (MMRP) accompanying the MND.
4.2 ENVIRONMENTAL REVISIONS
Consultant shall anticipate two rounds of city staff review on the draft environmental documentation and two rounds of city
staff review on responses to comments. Administrative draft responses to comments may be provided to the city
electronically.
4.3 COPIES
Consultant shall provide the following copies of the environmental documents. Availability of environmental and master
plan documents shall be simultaneous when possible.
• Two paper copies of the administrative draft (including MMRP), one for each round of staff review, plus
electronic copies in Word and PDF.
• Seven paper copies of the draft, plus 15 CDs of the entire document, including the MMRP and any supporting
studies. PDFs shall be provided in manageably-sized sections for easy posting on the city's website. City staff
shall be provided a copy of the draft document in Word.
• Five paper copies of any final draft that is produced to reflect minor revisions made in response to comments.
City staff shall be provided a copy of the final draft document in Word and a PDF in manageably-sized
sections.
*Note: Task numbers and content match those in the scope of services provided as Attachment B to the City's October 18, 2013,
Request for Proposal for the Barrio and Village Master Plan.
Page 110
EXHIBIT "B"
PAYMENT
The Contractor will be paid a maximum of $350,000 for all work necessary to carry out the
requirements of this agreement. Actual payment shall be based on the costs as set forth below:
Phase 1: Exisfing conditions analysis: $53,010
Phase 2: Charrette: $101,210
Phase 3: Barrio and Village Master Plan report: $111,590
Phase 4: Environmental review: $22.410
Professional Fee Subtotal: $288,220
Other: Reimbursable expenses: $61,780
Total Fee: $350,000
The Contractor shall be paid within 30 days for work accomplished, in response to invoice, and
invoices are expected to be received monthly. The final 10% will be paid, not to exceed the
maximum amount provided in this agreement, upon acceptance of the work and services to be
provided in Exhibit A, and within 30 days after receipt of invoice.
Barrio and Village
Master Plan
Scott Donnell, Senior Planner
March 25, 2014
1
Overview
•Master plan for both the Barrio and Village
•Comprehensive and focused planning effort
•Twelve month process
•Significant public involvement
•Consultant-led effort
2
Master Plan Justification - Village
•Village renewal is a City Council priority
•Village Master Plan adopted 1995
–Limited changes since
•Comprehensive update anticipated
3
Master Plan Justification - Barrio
•Supports enhancement efforts long-term
•Provides tools to support Council-approved
increased density
•Increases connectivity between the Village
and Barrio
•Vetted with community
4
Consultant Selection
•Eleven consultant proposals reviewed
•Consultants have national and international
experience
•Unanimous recommendation: Dover, Kohl &
Partners
5
Dover, Kohl & Partners
•Florida-based firm with 27 years experience
•Downtown and city-wide planning expertise
•Relevant experience
•Holistic planning approach
•Attention to public outreach and involvement
•Best fit for Carlsbad
6
Recommendation
That the City Council ADOPT City Council
Resolution No. _____ approving a professional
services agreement with Dover, Kohl & Partners
to prepare a master plan for the Barrio and
Village in an amount not to exceed $350,000.
7