HomeMy WebLinkAbout2021-10-19; City Council; Resolution 2021-237RESOLUTION NO. 2021-237
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, APPROVING A PROFESSIONAL SERVICES AGREEMENT WITH
DESIGN PATH STUDIO, LLC TO PREPARE THE CITY'S PERMIT-READY
ACCESSORY DWELLING UNIT PROGRAM, AND APPROPRIATE $120,000 TO
THE GENERAL FUND TO IMPLEMENT THE PROGRAM IN FISCAL YEAR 2021-
2022
CASE NAME:
CASE NO.:
PERMIT-READY ACCESSORY DWELLING UNIT PROGRAM
ZCA 2021-0003
EXHIBIT 1
WHEREAS, on April 6, 2021, the City Council approved the 2021-2029 Housing Element
consistent with state housing law, which included Program 1.2.e that directs the city to develop at least
four permit-ready accessory dwelling unit plan sets that meet state and local building standards in
order to streamline permit issuance; and
WHEREAS, the City Council on Jan. 19, 2021, authorized application for, and receipt of, Local
. Early Planning (LEAP) Grants Program Funds from the State of California to expedite the processing of
housing projects and accelerate housing production; and
WHEREAS, the City of Carlsbad was awarded a LEAP grant in the amount of $500,000, of which
$120,000 was awarded to prepare the city's permit-ready accessory dwelling unit program, $220,000
was awarded to assist the city with the development of its 2021-2029 Housing Element update, and
$160,000 was awarded to prepare objective design standards and a streamlined permitting process for
multifamily housing and mixed-use development projects within the Village and Barrio Master Plan
area; and
WHEREAS, staff issued a request for proposals in compliance with Carlsbad Municipal Code
Sections 3.28.0G0(D) to obtain professional services to prepare a permit-ready accessory dwelling unit
program to provide an expedited accessory dwelling unit permitting process that assists in meeting the
community's affordable housing needs and accelerates housing production; and
WHEREAS, after review of four proposals submitted in response to the request for proposals,
staff recommended Design Path Studio, LLC as the most qualified consultant for the project; and
WHEREAS, city staff and Design Path Studio, LLC negotiated a scope of work and schedule with
an associated fee for an amount not to exceed $120,000, which is to be fully funded by the LEAP grant;
and
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EXHIBIT 1
WHEREAS, the consultant costs to complete the scope of work will be paid by the City of
Carlsbad and the city will be reimbursed through the LEAP grant funds program; and
WHEREAS, the proposed professional services agreement with Design Path Studio LLC, including
the scope of work, fee, and schedule, is provided as Attachment A; and
WHEREAS, the City Planner determined on October 1, 2021, the activity is not a project as
defined by the California Environmental Quality Act (CEQA) Section 21065 and State CEQA Guidelines
Section 15378(b)(4), because the activity involves execution of a contract which, on its own accord, will
not cause significant environmental impact. As such, this activity is not subject to CEQA pursuant to
State CEQA Guidelines Section 15060(c)(3). This determination is predicated on State CEQA Guidelines
Section 15004, which provide direction to lead agencies on the appropriate timing for environmental
review.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as
follows:
1. That the above recitations are true and correct.
2. That the City Manager is authorized and directed to execute the professional services
agreement with Design Path Studio, LLC (Attachment A), to prepare the city's permit-
ready accessory dwelling unit program.
3. That the City Manager is authorized to execute the City of Carlsbad Local Early Action
Planning (LEAP) Grants Program application, the LEAP grant documents, and any
amendments to these documents, on behalf of the City of Carlsbad as required by the
California State Department of Housing and Community Development for receipt of the
LEAP grant funds ..
4. That the Deputy City Manager, Administrative Services is authorized to appropriate
$120,000 in grant funding to the General Fund.
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DocuSign Envelope ID: 19A4E701-20EC-484D-9E0D-E4F7EF80D881
AGREEMENT FOR PERMIT-READY ACCESSORY DWELLING UNIT PROGRAM SERVICES
DESIGN PATH STUDIO
c---. T,HI~ AGREEMENT is made and entered into as of the / 9 ·tfz day of
-~""""'---=...,=-....:oca=---..c=-----' 2021, by and between the CITY OF CARLSBAD, a municipal
corporation, ("City"), and DESIGN PATH STUDIO, a California corporation ("Contractor").
RECITALS
A. City requires the professional services of a design company that is experienced in
permit-ready accessory dwelling unit program services.
B. Contractor has the necessary experience in providing professional services and
advice related to permit-ready accessory dwelling unit program services.
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 three (3) years from the date first above
written. The City Manager may amend the Agreement to extend it for two (2) additional two (2)
year periods or parts 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.
5. COMPENSATION
The total fee payable for the Services to be performed during the initial Agreement term will be
one hundred twenty thousand dollars ($120,000). 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
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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 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-:VI I"; OR with a surplus
line insurer on the State of California's List of Approved Surplus. Line Insurers (LASLI) with a rating
in the latest Best's Key Rating Guide of at least "A:X"; OR an alien non-admitted insurer listed by
the National Association of Insurance Commissioners (NAIC) latest quarterly listings report.
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10.1 Coverage and Limits.
Contractor will maintain the types of coverage and minimum limits indicated below, unless the
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. The full limits available to the named insured shall also be available·
and applicable to the City as an additional insured.
10.1.1 Commercial General Liability (CGL) Insurance. Insurance written on an
"occurrence" basis, including personal & advertising injury, with limits no less than $2,000,000 per
occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply
separately to this project/location or the general aggregate limit shall be twice the required
occurrence limit.
10.1.2 Automobile Liability. (if the use of an automobile is involved for Contractor's work
for City). $2,000,000 combined single-limit per accident for bodily injury and property damage.
10.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation limits as
required by the California Labor Code. 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.
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 any time, complete
and certified copies of any or all required insurance policies and endorsements.
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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 notice or to receive written notice on
behalf of City and on behalf of Contractor under this Agreement.
For City
Name Shelley Glennon
Title Associate Planner
Department Comm. Dev. ----------
City of Carlsbad
Address 1635 Faraday Avenue
Carlsbad, CA 92008
Phone No. 760-602-4605
For Contractor
Name Geoffrey Plagemann
Title Project Manager
Address P.O. Box 230165
Encinitas, CA 92023
Phone No. 304-951-1184
Email geoffrey@designpathstudio.com
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 categories.
Yes ■ NoD
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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 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
discrimination and harassment.
19. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following procedure will
be used to resolve any questions of fact or interpretation not otherwise settled by agreement
between the parties. Representatives of Contractor or City will reduce such questions, and their
respective views, to writing. A copy of such documented dispute will be forwarded to both parties
involved along with recommended methods of resolution, which would be of benefit to both
parties. The representative receiving the letter will reply to the letter along with a recommended
method of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory
to the aggrieved party, a letter outlining the disputes will be forwarded to the City Manager. The
City Manager will consider the facts and solutions recommended by each party and may then opt
to direct a solution to the problem. In such cases, the action of the City Manager will be binding
upon the parties involved, although nothing in this procedure will prohibit the parties from seeking
remedies available to them at law.
20. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may
terminate this Agreement for nonperformance by notifying Contractor by certified mail of the
termination. If City decides to abandon or indefinitely postpone the work or services contemplated
by this Agreement, City may terminate this Agreement upon written notice to Contractor. Upon
notification of termination, Contractor has five (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
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employee, any fee, comm1ss1on, 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.
23. JURISDICTION 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.
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EXHIBIT "A"
SCOPE OF SERVICES
IV. PROJECT APPROACH (updated 2021-09-01)
Item A: Scope of Services+ Project Schedule (4 weeks)
Deliverables: Schedules, Agendas, and Meeting Minutes
1. Consultant shall attend a kick-off meeting with City Staff to refine the scope of services,
timeline, steps for completion of ADU outreach materials and building plans.
2. The kick-off meeting will establish protocols for communication, progress meetings, and clarify
project objectives and deliverables.
3. Consultant will schedule, prepare agendas, and draft minutes for all team progress meetings
(to be scheduled monthly or based on plan progression).
Item B: Task 1 -Permit-Ready ADU Plans (44 weeks)
To be consistent with standard professional practice we propose the following design plan in order to
refine the designs while working with City Staff. This allows Staff to think through the design and any
factors impacting the integration of the prototypical design with existing conditions that cannot be
predicted.
1: Schematic Design
Deliverables: Floor plans, Elevations
a. Evaluate the minimum square footage requirements for each space in the proposed unit
types including, kitchen, living room, bedroom(s), and bathroom(s), as applicable.
b. Consult with Staff to develop an understanding of how homeowners can easily modify the
plans to accommodate an ADU on their existing property. Our goal would be to provide
options for incorporating the ADUs into various existing conditions while complying with
current zoning and building codes.
c. Create four to eight conceptual floor plans, each with three corresponding exterior
elevations and roof options, and a porch option for Staff review and comment. We will
present these designs in the form of sketches to help visualize the different concepts in an
efficient manner, and then select which of these concepts will be developed into the final set
of plans.
2: Design Development
Deliverables: Floor Plans, Elevations, and Building Sections
a. Refine the selected floor plans and elevations in CAD with necessary clearances, dimensions,
life safety, and sustainability aspects required by the current codes.
b. Generate building sections which correspond to each floor plan and elevation.
c. Evaluate and incorporate standard conventional framing details on a conceptual level for
each ADU type. A conscious effort will be made to standardize the construction details for
use by all residents.
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IV. PROJECT APPROACH (cont.)
3: Final Building Plan Set
Deliverables: Final Set of Building Plans
a. Foundation plan with conventional design for footings and slab construction. An option
can be provided for a raised foundation to match an existing house or to address flooding
issues.
b. Dimensioned floor plans will be provided to indicate size of rooms, necessary clearances,
door and window identification for corresponding schedules, room type identification, finish
materials, and key notes for clarification and coordination with corresponding sheets in the
plan set.
c. Roof plans indicating overall design, direction of slope, roof pitch, various Class A roofing
material options listed to integrate with the different site specific existing conditions, eave
details, and venting calculations.
d. Building Sections will indicate conventional framing methods and member sizes as
determined in the design development phase and as shown in the structural framing plans.
Building details and materials will be called out which will comply with minimum Title 24
energy standards.
e. Exterior elevations will show proposed building materials, heights, door and window
identification markers, key note and details call-outs for clarification and coordination with
building section. Optional exterior finish material and details will be provided as a way to
customize the exterior fai;ade to express individual owners' tastes and integration with
community character
f. Renderings of exterior and interior concept design will be provided as part of the final
building plan set as a way to clearly show the design intent. This will help the homeowner
visualize what the completed ADU will look and assist in making the decision to change any
exterior materials to better integrate with their existing conditions.
g. Title 24 energy calculations will be provided based on the size of the unit, door and window
openings, roof overhangs, and thermal mass and insulation as designed for the final plans.
Energy calculations will be generated using all cardinal points and can be modified by the
consultant herein for a nominal fee for updates to site specific conditions or any changes to
the fenestration ( door and window) sizes.
j. Structural calculations and structural details will be provided as part of the final building
plan set.
4: Department Reviews and Revisions
Deliverables: Comprehensive Set of Building Plans
a. Based on final Staff input, consultant will prepare a final set of building plans to be
submitted to City Departments for review comments.
b. Based on Department review comments, consultant shall make final revisions and submit
final documentation for building plans.
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IV. PROJECT APPROACH (cont.)
Item C: Task 2 -Streamline Permitting Process (40 weeks)
Deliverables: Findings summary, ADU Guidelines + Checklists, and Revised Fee Schedule
1. Consultant shall review current ADU application process and prepare a findings summary with
recomendations for changes.
2. Consultant will prepare materials to streamline the ADU application and process.
3. Consultant will prepare a revised fee schedule and present the findings to City Council.
Item D: Task 3 -ADU Ordinance + Program Documents (52 weeks)
Deliverables: Presentation Materials, ADU Code Language, ADU Program Materials
1. Consultant shall review current ADU ordinance and program documents and prepare a findings
summary with recomendations for changes.
2. Consultant shall prepare conceptual language and layouts for a new ADU ordinance and
program materials.
3. Consultant shall prepare a first draft of the new ADU ordinance and program documents for
staff review.
4. Based on Staff comments, Consultant shall prepare a final draft of the new ADU ordinance and
program materials for final materials.
Item E: Task 4 -Public Outreach+ Meetings (28 weeks)
Deliverables: Survey, Presentation + Publication Materials
1. Consultant will work with Staff to develop a Community Survey, including the format and
questions, to be administered electronically by the City. Consultant will help organize the
reponses and prepare a results summary.
2. Consultant will prepare ADU informational materials for publication in. print and online to assist
residents and staff with the entire ADU design, permitting, and construction process. Consultant
will provide staff training to help with_implementation of the ADU program.
3. Consultant will present the Permit-Read ADU Program Plans + Materials at two public meetings.
4. Consultant will present the Permit-Read ADU Program Plans + Materials to the Planning
Commission.
5. Consultant will present the Permit-Read ADU Program Plans + Materials to the City Council.
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Design Path Studio - Page 15V. SCHEDULE (revised 2021-08-25)RFP 22-04 - PERMIT-READY ACCESSORY DWELLING UNIT PROGRAMDesign Path Studio ProposalItemResponsible PartyEstimated HoursEstimated Total CostO N D J F M A M J J A S O N D J F M A MDeliverableAScope of Services + Project ScheduleA.1Project Kick-off Meeting with City/ConsultantCity/Consultant6$600Agenda and Meeting NotesA.2Project ScheduleCity/Consultant6$600Updated ScheduleA.3Team Meetings (Monthly or Progress)Consultant/City60$6,000Agenda and Meeting MinutesBTask 1: Permit-Ready ADU PlansB.1Schematic DesignConsultant80$8,000Schematic Floor Plans and ElevationsB.2Design DevelopmentConsultant200$20,000Refined Floor Plans, Elevations, and Building SectionsB.3Final Building Plan SetsConsultant200$20,000Final Set of Building PlansB.4Department Reviews and RevisionsConsultant50$5,000Comprehensive Set of Building PlansCTask 2: Streamline Permit Process C.1Review of Application ProcessConsultant30$3,000Findings SummaryC.2Revised Guidelines/Requirements + Checklist/ApplicationConsultant60$6,000ADU Program Guidelines + ChecklistC.3Revised Fee ScheduleConsultant60$6,000ADU Fee Schedule for City CouncilDTask 3: ADU Ordinance + Program DocumentsD.1Review of City Code + DocumentsConsultant40$4,000Findings SummaryD.2Concepts for Program Documents + Ordinance OutlineConsultant/City80$8,000Program Concept + Ordinance OutlineD.3First Draft of Program Documents + OrdinanceConsultant/City100$10,000First Draft of Program + Ordinance D.4Final Draft of Program Documents + OrdinanceConsultant/City60$6,000Final Draft of Program + Ordinance ETask 4: Public Outreach + MeetingsE.1Community SurveyConsultant/City30$3,000Survey + PublicationE.2Publication + Presentation MaterialsConsultant100$10,000Presentation + Publication MaterialsE.3Public Open House MeetingsConsultant/City18$1,800PresentationE.4Planning CommissionConsultant/City10$1,000PresentationE.5City CouncilConsultant/City10$1,000PresentationTotal Cost: $120,000PROJECT SCHEDULE: City of Carlsbad Permit-Ready ADU Program2021 20222023Oct. 19, 2021Item #2 Page 18 of 20
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V. Schedule (cont.)
Statement of Commitment
Design Path Studio and its employees will devote such time to perform the Services proposed in this
document, based on our understanding of the Scope of Work listed in the RFP, and under the future
Agreement, as may reasonably be required.
VI. Fees + Rate Schedule (revised 2021-08-25)
HOURLY FEE SCHEDULE RATE ESTIMATED HOURS
Principal Architect $175/hr 130
Principal Planner $150/hr 140
Project Manager $100/hr 340
Designer $75/hr 280
Drafter $75/hr 280
PROGRAM TASKS ESTIMATED COST CONSULTANT TEAM
Task A.1: Kick-off $600 Design Path
Task A.2: Schedule + Code Review $600 Design Path
Task A.3: Team Meetings $6,000 Design Path
Task B.1: Schematic Design $8,000 Design Path
Task B.2: Design Development $20,000 Design Path
Task B.3: Final Building Plans $20,000 Design Path + D&R Calcs
Task B.4: Review + Revision $5,000 Design Path + D&R Calcs
Task C.1: Review of Application Process $3,000 Design Path
Task C.2: Revised Guidelines + Checklist $6,000 Design Path
Task C.3: Revised Fee Schedule $6,000 Design Path
Task D.1: Review of City Code + Documents $4,000 Design Path
Task D.2: Concept Documents + Ordinance Outline $8,000 Design Path
Task D.3: First Draft - Program Documents + Ordinance $10,000 Design Path
Task D.4: Final Draft - Program Documents + Ordinance $6,000 Design Path
Task E.1: Community Survey $3,000 Design Path
Task E.2: Publication + Presentation Materials $10,000 Design Path
Task E.3: Public Open House Meetings $1,800 Design Path
Task E.4: Planning Commission $1,000 Design Path
Task E.5: City Council $1,000 Design Path
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