HomeMy WebLinkAboutAgenda Report - August 15, 2007 K-05AGENDA ITEM VN4w5
is% CITY OF LODI
COUNCIL COMMUNICATION
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AGENDA TITLE: Authorize City Manager to enter into contract with Moore, lacofano, & Goltsman
Inc. (MIG) to prepare guidelines for Transit Oriented Development
MEETING DATE: August 15,2007
PREPARED BY: Randy Hatch, Community Development Director
RECOMMENDED ACTION: Authorize City Manager to enter into contract with Moore, lacofano, &
Goltsman Inc. (MIG) to prepare guidelines for Transit Oriented
Development (TOD) in the amount of $84,435.
BACKGROUND INFORMATION: The City of Lodi received a Community Based Transportation
Planning grant from the California Department of Transportation in
the amount of $75,000 with an in-kind contribution of $9,250 and a
fiscal contribution of $9,500 from street funds and San Joaquin County Measure K Funds for a Transit
Oriented Development Plan. This money has been awarded to the City of Lodi to perform a planning
study to encourage Transit Oriented Development.
The objective of this project is to provide transit oriented design guidelines that will encourage
development that enhances the Lodi community by providing mixed-use development within and next to
the existing commercial areas adjacent to public transit in downtown Lodi. The mixture of housing,
employment, retail and services will generate human traffic and activity throughout the day, making the
area safer and increasing options for consumers and transit users. The City seeks to identify possible
assets and opportunities, target constraints, and develop a vision for TOD and how it can shape
downtown. Specific development opportunity sites will be identified. A package of detailed development
standards and design guidelines will be prepared along with preliminary building prototypes for the
selected opportunity sites. In response to this request, and as part of good management practices, the
Community Development Department prepared and distributed a Request For Proposals (RFP) to
qualified urban design consultants which was authorized by the City Council at its November 1, 2006
meeting.
ANALYSIS: The Community Development Department sent the Request for Proposals (RFP) to
fourteen firms. Five firms responded with proposals. After reviewing the five proposals, it was
determined that Moore, lacofano, & Goltsman Inc. (MIG) is the most qualified firm to complete the design
guideline. The five firms in order of qualifications are as follows:
1. MIG
Contract price - $84,435
Project completion date — Complete final design guideline within 12 months.
2. Desian. Communitv& Environment
APPROVED:
E 9FRing, City Manager
Contract price - $83,452
Project completion date — Completefinal design guideline within 12 months,
3. RRM Desian Group
Contract price - $83,700
Project completion date — Completefinal design guideline within 9 months.
4. Carter Burgess
Contract price - $83,455
Project completion date — Complete final design guideline within 12 months.
5. Lumos& Associates
Contract price - $75,706
Project completion date — Completefinal design guideline within 12 months.
Staff reviewed and analyzed all of the proposals and ranked them based on a 100 -point system. The
proposals were scored based on the consultants' budget, timeline, deliverables, relevant experience,
recent and relevant working experience with the City, caliber of project team and their approach towards
the completion of the final design guideline. Staffs recommendation to award the contract to MIG is
based on their overall score of 90. Their scope and budget is attached. The list of consultants and their
overall score are listed on the table below.
Brading Criteria
'ossible Points
IRM
:anter Burgess3 4 4 15 0 5 5 36
_umos and Assoc 5 4 3 5 0 5 5 27
Budget — Consultants bid to complete the final design guidelines were expected to come in at the
budgeted amount, based on the monies available to complete the work. Therefore the budget was not a
major factor. Based on the Grant and matching funds, the City anticipates spending $93,250 on the
design guideline.
Timeline —The amount of time the consultants will take to complete the final design guideline. The City
anticipated completing the process in approximately 12 months therefore, exceeding that expectation
was a minor consideration.
Deliverables — The amount and quality of visual aide used in the final design guideline including but not
limited to GIS files, computer and freehand generated renderings, conceptual designs, tables, charts,
conceptual elevations, photos, etc.
Relevant Experience — Consultants experience and history with similar project in other cities. This was
the most important factor because relevant experience in Transit Oriented Design will determine the
consultant's ability to create guidelines that are appropriate and scalable for the area. Staff looked for
examples of work not only by the firm but by the individuals named on the project team.
Recent & relevant working experience with the City of Lodi — Consultants prior experience working
with the City on other projects as well as demonstrating their understanding of the City's strengths and
weaknesses related to the creation of TOD Guidelines in the specified corridor, the Multi Modal Station,
and the downtown. Having worked on other plans in the City similar in scope and content was given
consideration in this evaluation.
Caliber of Project Team — Qualifications of consultant team and their sub -consultants was the focus of
this evaluation. Staff considered education, relevant experience, longevity with firm, and strength of sub -
consultants if any.
Approach — The degree to which the consultant's methodology is consistent with the City's direction in
the Request for Proposal was the focus of this evaluation. Staff was looking for the consultant to do
independent research in addition to reviewing the RFP in an effort to craft the most appropriate approach
for this project.
FISCAL IMPACT: The City was approved by the California Dept. of Transportation for a grant
in the amount of $75,000 with an in-kind contribution of $9,250 and a fiscal
contribution of $9,500 from street funds and San Joaquin County Measure
K Funds. It is staffs intent that the in-kind match be staff time and
overhead with minimal cash contributions toward this project. The minimal
cash contributions toward this project above the $75,000 grant, includes
food for working lunches and community workshops. Any anticipated
improvements suggested by this document will be subject to consideration
and funding at a future time.
FUNDINGAVAILABLE: Funding for the design guideline is provided by a transportation planning
grant from the California Department of Transportation in the amount of
$75,000 with an in kind contribution of $9,250 and a fiscal contribution of
$9,500 from street funds and San Joaquin County Measure K Funds.
I
vans, Budget Manager
Randy Hdrch
Community Development Director
RHlkjc
Attachments
1. Professional Services Contract
AGREEMENT FOR PROFESSIONAL SERVICES
ARTICLE 1
PARTIES AND PURPOSE
Section 1.1 Parties
THIS AGREEMENT is entered into as of DATE, by and between the CITY OF
LODI, a municipal corporation (hereinafter "CITY"), and MOORE IACOFANO
GOLTSMAN, INC., a California corporation (hereinafter "CONSULTANT").
Section 1.2 Purpose
CITY selected the CONSULANT to render certain professional services to the
CITY.
CITY wishes to enter into an agreement with CONSULTANT to perform those
services as set forth in the Scope of Services attached hereto as Exhibit A and
incorporated by this reference. CONSULTANT acknowledges that it is qualified to
provide such services to CITY.
ARTICLE 2
SCOPE OF SERVICES
Section 2.1 Scope of Services
CONSULTANT, for the benefit and at the direction of CITY, shall perform the
Scope of Services as set forth in Exhibit A, attached and incorporated by this reference.
Section 2.2 Time for Commencement and Completion of Work
CONSULTANT shall commence work pursuant to this Agreement, upon receipt
of a written notice to proceed from CITY and shall perform all services diligently and
complete work under this Agreement based on a mutually agreed upon timeline or as
otherwise designated in the Scope of Services.
CONSULTANT shall submit to CITY such reports, diagrams, drawings and
surveys as may be indicated in the Scope of Services.
CONSULTANT shall not be responsible for delays caused by the failure of CITY
staff or agents to provide required data or review documents within the appropriate time
frames. The review time by CITY and any other agencies involved in the project from
which the Scope of Services is required shall not be counted against CONSULTANT's
contract performance period. Also, any delays due to weather, vandalism, acts of God,
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etc., shall not be counted. CONSULTANT shall remain in contact with reviewing
agencies, if any, and make all efforts to review and return all comments received
therefrom.
Section 2.3 Meetings
CONSULTANT shall attend meetings as indicated in the Scope of Services.
Section 2.4 Staffing
CONSULTANT acknowledges that CITY has relied on CONSULTANT's
capabilities and on the qualifications of CONSULTANT's principals and staff as identified
in its proposal to CITY. The Scope of Services shall be performed by CONSULTANT,
unless otherwise agreed to by CITY in writing. CITY shall be notified by CONSULTANT
of any change of Project Manager and CITY is granted the right of approval of all
original, additional and replacement personnel in CITY's sole discretion and shall be
notified by CONSULTANT of any changes of CONSULTANT's project staff prior to any
change.
CONSULTANT represents that it has thoroughly investigated and considered the
Scope of Services (Exhibit A) and is prepared to and can perform all services specified
therein. CONSULTANT represents that it has, or will have at the time this Agreement is
executed, all licenses, permits, qualifications, insurance and approvals of whatsoever
nature that are legally required for CONSULTANT to practice its profession, and that
CONSULTANT shall, at its own cost and expense, keep in effect during the life of this
Agreement all such licenses, permits, qualifications, insurance and approvals, and shall
indemnify, defend and hold harmless CITY against any costs associated with such
licenses, permits, qualifications, insurance and approvals which may be impose against
CITY under this Agreement.
Section 2.5 Subcontracts
CITY acknowledges that CONSULTANT may subcontract certain portions of the
Scope of Services to subconsultants as specified and identified in Exhibit A. Should any
subconsultants be replaced or added after CITY's approval, CITY shall be notified within
ten (10) days and said subconsultants shall be subject to CITY's approval prior to
initiating any work under the Scope of Services. CONSULTANT shall remain fully
responsible for the complete and full performance of services performed by
subconsultants and shall pay the fees and costs incurred by all such subconsultants.
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ARTICLE 3
COMPENSATION
Section 3.1 Compensation
CONSULTANT's compensation for all work under this Agreement shall conform
to the provisions of Fee Proposal, attached hereto as a Exhibit B and incorporated by
this reference.
CONSULTANT shall not undertake any work beyond the scope of this
Agreement unless such additional work is approved in advance and in writing by CITY.
Section 3.2 Method of Payment
CONSULTANT shall submit invoices for completed work on a monthly basis, or
as otherwise agreed, providing, without limitation, details as to amount of hours,
individual performing said work, hourly rate, and indicating to what aspect of the Scope
of Services said work is attributable.
Section 3.3 Costs
The fees shown on Exhibit B include all reimbursable costs required for the
performance of the individual work tasks by CONSULTANT and/or subconsultant and
references to reimbursable costs located on any other fee schedule(s) shall not apply.
Payment of additional reimbursable costs considered to be over and above those
inherent in the original Scope of Services shall be approved in writing by CITY.
CONSULTANT charge rates are attached and incorporated with Exhibit B. The
charge rates for CONSULTANT shall remain in effect and unchanged for the duration of
this Agreement unless approved in writing by CITY.
Section 3.4 Auditing
CITY reserves the right to periodically audit all charges made by CONSULTANT
to CITY for services under this Agreement. Upon request, CONSULTANT agrees to
furnish CITY, or a designated representative, with necessary information and assistance
needed to conduct such an audit.
CONSULTANT agrees that CITY or its delegate will have the right to review,
obtain and copy all records pertaining to performance of this Agreement.
CONSULTANT agrees to provide CITY or its delegate with any relevant information
requested and shall permit CITY or its delegate access to its premises, upon reasonable
notice, during normal business hours for the purpose of interviewing employees and
inspecting and copying such books, records, accounts, and other material that may be
relevant to a matter under investigation for the purpose of determining compliance with
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this requirement. CONSULTANT further agrees to maintain such records for a period of
three (3) years after final payment under this Agreement.
ARTICLE 4
MISCELLANEOUS PROVISIONS
Section 4.1 Nondiscrimination
In performing services under this Agreement, CONSULTANT shall not
discriminate in the employment of its employees or in the engagement of any
subconsultants on the basis of race, color, religion, sex, sexual orientation, marital
status, national origin, ancestry, age, or any other criteria prohibited by law.
Section 4.2 Responsibility for Damage
CONSULTANT shall indemnify and save harmless the City of Lodi, the City
Council, elected and appointed Boards, Commissions, all officers and employees or
agents from any suits, claims or actions brought by any person or persons for or on
account of any injuries or damages sustained or arising from the services performed
under this Agreement, but only to the extent caused by the negligent acts, errors or
omissions of the CONSULTANT and except those injuries or damages arising out of the
active negligence of CITY or its agents, officers or employees.
Section 4.3 No Personal Liability
Neither the City Council, nor any other officer or authorized assistant or agent or
employee of CITY shall be personally responsible for any liability arising under this
Agreement.
Section 4.4 Responsibility of CITY
CITY shall not be held responsible for the care or protection of any material or
parts of the work described in the Scope of Services prior to final acceptance by CITY,
except as expressly provided herein.
Section 4.5 Insurance Requirements for CONSULTANT
CONSULTANT shall take out and maintain during the life of this Agreement,
insurance coverage as listed below. These insurance policies shall protect
CONSULTANT and any subcontractor performing work covered under this Agreement
from claims for damages for personal injury, including accidental death, as well as from
claims for property damages, which may arise from CONSULTANT'S operations under
this Agreement, whether such operations be by CONSULTANT or by any subcontractor
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or by anyone directly or indirectly employed by either of them, and the amount of such
insurance shall be as follows:
1. COMMERCIAL GENERAL LIABILITY
$1,000,000 Bodily Injury -
Ea. Occurrence/Aggregate
$1,000,000 Property Damage -
Ea. Occurrence/Aggregate
or
$1,000,000 Combined Single Limits
2. COMMERCIAL AUTOMOBILE LIABILITY
$1,000,000 Bodily Injury - Ea. Person
$1,000,000 Bodily Injury - Ea. Occurrence
$1,000,000 Property Damage - Ea. Occurrence
or
$1,000,000 Combined Single Limits
NOTE: CONSULTANT agrees and stipulates that any insurance coverage
provided to CITY shall provide for a claims period following termination of coverage.
A copy of the certificate of insurance with the following endorsements shall be
furnished to CITY:
(a) Additional Named Insured Endorsement
Such insurance as is afforded by this policy shall also apply to the City of Lodi, its
elected and appointed Boards, Commissions, Officers, Agents, Employees and
Volunteers as additional named insureds insofar as work performed by the insured
under written Agreement with CITY. (This endorsement shall be on a form furnished
to CITY and shall be included with CONSULTANT'S policies.)
(b) Primary Insurance Endorsement
Such insurance as is afforded by the endorsement for the Additional Insureds shall
apply as primary insurance. Any other insurance maintained by the City of Lodi or
its officers and employees shall be excess only and not contributing with the
insurance afforded by this endorsement.
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(c) Separation of Insured's Clause
The term "insured" is used severally and not collectively, but the inclusion herein of
more than one insured shall not operate to increase the limit of the company's
liability.
(d) Notice of Cancellation or Change in Coverage Endorsement
This policy may not be canceled by the company without 30 days' prior written
notice of such cancellation to the City Attorney, City of Lodi, P.O. Box 3006, Lodi,
CA 95241, except as to a 10 -day notice for non-payment of premium
(e) CONSULTANT agrees and stipulates that any insurance coverage provided to
CITY shall provide for a claims period following termination of coverage which is at
least consistent with the claims period or statutes of limitations found in the
California Tort Claims Act (California Government Code Section 810, et seq.).
"Claims made" coverage requiring the insureds to give notice of any potential
liability during a time period shorter than that found in the Tort Claims Act shall be
unacceptable.
Section 4.6 Worker's Compensation Insurance
CONSULTANT shall take out and maintain during the life of this Agreement,
Worker's Compensation Insurance for all of CONSULTANT'S employees employed to
perform work hereunder and, if any work is sublet, CONSULTANT shall require the
subcontractor similarly to provide Worker's Compensation Insurance for all of the latter's
employees unless such employees are covered by the protection afforded by the
CONSULTANT. In case any class of employees engaged in hazardous work under this
Agreement is not protected under the Worker's Compensation Statute, CONSULTANT
shall provide and shall cause each subcontractor to provide insurance for the protection
of said employees. This policy may not be canceled nor the coverage reduced by the
company without 30 days' prior written notice of such cancellation or reduction in
coverage to the City Attorney, City of Lodi, P.O. Box 3006, Lodi, CA 95241.
Section 4.7 Time of the Essence
Time is of the essence in the performance of this Agreement.
Section 4.8 Successors and Assigns
CITY and CONSULTANT each bind themselves, their partners, successors,
assigns, and legal representatives to this Agreement without the written consent of the
others. CONSULTANT shall not assign or transfer any interest in this Agreement
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without the prior written consent of CITY. Consent to any such transfer shall be at the
sole discretion of CITY.
Section 4.9 Notices
Any notice required to be given by the terms of this Agreement shall be in writing
signed by an authorized representative of the sender and shall be deemed to have been
given when the same is personally served or upon receipt by express or overnight
delivery, postage prepaid, or in three (3) days from the time of mailing if sent by first
class or certified mail, postage prepaid, addressed to the respective parties as follows:
To CITY: City of Lodi
Randy Hatch, Community Development Director
221 West Pine Street
P.O. Box 3006
Lodi, CA 95241-1910
To CONSULTANT: Moore lacofano Goltsman, Inc.
800 Hearst Avenue
Berkeley, CA 94710
Section 4.10 Cooperation of CITY
CITY shall cooperate fully in a timely manner in providing relevant information
that it has at its disposal relevant to the Scope of Services.
Section 4.11 CONSULTANT is Not an Employee of CITY
It is understood that CONSULTANT is not acting hereunder in any manner as an
employee of CITY, but solely under this Agreement as an independent contractor.
Section 4.12 Termination
CITY or CONSULTANT may terminate this Agreement by giving the other party
at least ten (10) days written notice. Where phases are anticipated within the Scope of
Services, at which an intermediate decision is required concerning whether to proceed
further, CITY may terminate at the conclusion of any such phase. Upon termination,
CONSULTANT shall be entitled to payment as set forth in the attached Exhibit B to the
extent that the work has been performed. Upon termination, CONSULTANT shall
immediately suspend all work under this Agreement and deliver any documents or work
in progress to CITY. However, CITY shall assume no liability for costs, expenses or lost
profits resulting from services not completed or for contracts entered into by
CONSULTANT with third parties in reliance upon this Agreement.
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Section 4.13 Severability
The invalidity in whole or in part of any provision of this Agreement shall not void
or affect the validity of any other provision of this Agreement.
Section 4.14 Captions
The captions of the sections and subsections of this Agreement are for the
convenience of the parties hereto only and shall not be deemed to be relevant in
resolving any question or interpretation or intent hereunder.
Section 4.15 Integration and Modification
This Agreement represents the entire integrated agreement between
CONSULTANT and CITY; supersedes all prior negotiations, representations, or
Agreements, whether written or oral, between the parties; and may be amended only be
written instrument signed by CONSULTANT and CITY.
Section 4.16 Applicable Law and Venue
This Agreement shall be governed by the laws of the State of California. Venue
for any court proceeding brought under this Agreement will be with the San Joaquin
County Superior Court.
Section 4.17 Attorney's Fees
In the event any dispute between the parties arises under or regarding this
Agreement, the prevailing party in any litigation of the dispute shall be entitled to
reasonable attorney's fees from the party who does not prevail as determined by the
San Joaquin County Superior Court.
Section 4.18 Contract Terms Prevail
All exhibits and this Agreement are intended to be construed as a single
document. Should any inconsistency occur between the specific terms of this
Agreement and the attached exhibits, the terms of this Agreement shall prevail.
Section 4.19 Authority
The undersigned hereby represent and warrant that they are authorized by the
parties they purport to represent to execute this Agreement.
Section 4.20 Ownership of Documents
All documents, photographs, reports, analyses, audits, computer tapes or cards,
or other material documents or data, and working papers, whether or not in final form,
which have been obtained or prepared under this Agreement, shall be deemed the
property of CITY. Upon CITY's request, CONSULTANT shall allow CITY to inspect all
such documents during CONSULTANT'S regular business hours. Upon termination or
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completion of services under this Agreement, all information collected, work product and
documents shall be delivered by CONSULTANT to CITY within ten (10) days.
CITY agrees to indemnify, defend and hold CONSULTANT harmless from any
liability resulting from CITY's use of such documents for any purpose other than the
purpose for which they were prepared.
IN WITNESS WHEREOF, CITY and CONSULTANT have executed this
Agreement as of the date first above written.
ATTEST:
By
RANDI JOHL
CITY CLERK
APPROVED AS TO FORM:
By
D. STEPHEN SCHWAB ER
CITY ATTORNEY
CITY OF LODI, a municipal corporation
BLAIR KING
CITY MANAGER
CONSULTANT
MOORE IACOFANO GOLTSMAN. INC.
A California corporation
A
J ACommunity DevelopmentContractsWIG Agreement for TOD.doc g
EXHIBIT A
Scope of Services for the Downtown Lodi Transit Oriented Development
Design Guideline Project
Revised 8/10/07
A transit -oriented environment supports a range of transit modes, including rail, buses, bicycles,
private vehicles and pedestrians. Downtown Lodi benefits from an existing public transportation system
that includes Amtrak, Altamont Commuter Express, the Grapeline bus, and other systems with
convenient access to nearby destinations. Existing buildings Downtown and future projects can
maximize this benefit by focusing on commuter, worker, and resident experience, creating a well-
designed public and built realm and concentrating uses to create a positive and attractive setting.
Known as transit oriented development (TOD), this approach to community building is characterized by
compact, walkable, pedestrian -oriented development. MIG is please to submit this scope of work
to collaborate with members of the Lodi community and City staff to develop recommendations and
guidelines to improve development character, the streetscape environment, and circulation within the
project area. The following pages outline MIG's scope of work for this community design process.
Phase I: Inventory and Analysis of Existing Conditions
TASK 1: Staff Meeting #1: Project Kick -Off
MIG will meet with the City of Lodi staff to initiate the project, define project objectives, refine
deliverables and the project schedule, and photo -document the project area. MIG and City staff will also
identify a roster, meeting schedule and operating protocols for the project Steering Committee.
TASK 2: Site Analysis and Data Review
City staff will provide planning and policy documents relevant to the project area to MIG. MIG will
review in order to understand the project context and history. City staff will produce base mapping of
the project area incorporating the following layers of data:
■ Political boundaries;
■ Neighborhood boundaries;
■ Parcels;
■ Existing land uses;
■ General Plan land use classifications and zoning designations;
■ Water features;
■ Parks and open spaces;
■ Other public facilities;
■ Building footprints;
■ Building heights;
■ Street centerlines; and
■ Transit routes and stops.
City staff will perform this task with direction from MIG.
TASK 3: Economic Overview
In order to understand the economic fundamentals and foundation for the project area, EPS will conduct
an overview level analysis of major economic factors. City staff will provide key documents related to the
vitality and economic development of Downtown, including Downtown guidelines, surveys and other
relevant material. This task also includes one focus group session (either in person or via conference call,
organized by City staff) with staff, real estate brokers, developers and other stakeholders who can provide
ground-truthing of area economics.
EXHIBIT A
TASK 4: Existing Conditions Map Book
City staff will use data collected and reviewed in Task 3 to create a full-color 8.5" x 11" map book. Maps
will graphically represent analysis of the project area and be accompanied by bulleted annotation
describing key findings. The map book will be sent to MIG as one proof copy, a digital print -ready PDF
and one native Illustrator file with all the existing conditions layers. Map book will include up to 15 maps,
which may consist of
■ Regional Context;
■ Sub -Regional Context;
■ Project Area;
■ Circulation;
■ Transit Routes and Stops;
■ Land Use;
■ Public Facilities and Amenities;
■ Environmental Resources;
■ Pedestrian Environment;
■ Vacant and Underutilized Parcels;
■ Character -Defining Elements and Districts; and
■ Parcel and Building Figure Grounds.
City staff will perform this task with direction from MIG.
TASK 5: Steering Committee Meeting #1 and Walking Tour
MIG will facilitate an initial Steering Committee meeting to discuss the key issues, opportunities and
challenges affecting transit -oriented development in Lodi. MIG will lead a walking tour of the project
area with staff and Committee members in order to observe and document current conditions. The map
book prepared in Task 4 will be used as a guidebook for the tour.
TASK 6: Walking Tour Summary Memo
Following Steering Committee Meeting #1 and the walking tour, a brief written summary of conditions
identified during the tour, initial assets and issues identified by staff and Steering Committee members,
and updated maps will be prepared. City staff wi11 perform this task.
Phase II: Vision, Assets, Opportunities and Constraints
TASK 7: Community Workshop: Define a Shared Vision
MIG will work with City staff to plan, conduct and document an open Community Workshop. The focus
of this meeting will be to identify assets, opportunities, constraints, and a shared vision for how transit
oriented development can shape Downtown Lodi. The workshop can be held on a Saturday morning or
in on a weeknight and should be scheduled for approximately three hours. City staff will be responsible
for logistics regarding meeting location and refreshments.
Prior to the workshop, MIG will assist staff to develop an outreach strategy. MIG will design one
flyer/invitation for the workshop, and City staff will be responsible for reproduction and distribution.
Based on the existing conditions assessment, MIG staff will develop a PowerPoint presentation and a
series of maps and sketches to illustrate current conditions, and emerging issues and opportunities as
materials for the workshop. Three MIG staff people will facilitate and graphically record the workshop.
TASK 8: Workshop Summary Memo
MIG will prepare a summary memo of Community Workshop #1, including a summary of oral
comments, written comments and photo reductions of the wallgraphics. One draft copy of the report (in
Downtown Lodi Transit Oriented Development Design Guideline Project MIG, Inc.
Proposed Scope of Work- Revised August 9, 2007 Page 2
EXHIBIT A
Microsoft Word) will be submitted to staff for review, and one final copy of the report will be submitted
for reproduction and distribution.
TASK 9: Staff Conference Call #1: Review Emerging Vision Statement and Design Principles
MIG will participate in a conference call with the City of Lodi staff to review key findings from the
Community Workshop and identify key messages to include in the Vision Statement and Design
Principles Memo. MIG and City staff will also identify potential sites for development opportunities and
criteria with which to evaluate the sites.
TASK 10: Steering Committee Meeting #2: Review and Refine Vision Statement, Design Principles
and Development Opportunities
City staff will facilitate a Steering Committee meeting to discuss and finalize the Vision Statement and
Design Principles. The meeting will discuss potential development opportunity sites (identified in Task
9) and narrow the list to four key opportunity sites. City staff will perform this task.
TASK 11: Vision Statement, Design Principles and Development Opportunities Memo
MIG will prepare a memo that documents the final Vision Statement, Design Principles and
Development Opportunity sites in the project area. One draft copy of the report (in Microsoft Word) will
be submitted to staff for review, and one final copy of the report (as a PDF) will be submitted for
reproduction and distribution.
Phase III: Plan Elements and Design Standards
TASK 12: Preliminary Design Concepts and Standards
Based on the existing conditions assessment, Vision Statement and Design Principles, MIG will develop
preliminary design concepts and standards that will be used as tools to initiate discussion and feedback at
upcoming staff and steering committee meetings.
Design concepts will highlight alternative configurations, uses, and circulation patterns that cover the
entire project area. Concepts will also include preliminary alternative building prototypes for the four
opportunity sites identified in Phase II. Standards will address topics such as building height, massing,
setbacks, parking, landscaping, orientation, and materials.
TASK 13: Staff Meeting #2: Review Preliminary Design Concepts and Standards
Staff and MIG will review preliminary design concepts and standards, materials for presentation, and
priorities for visualization.
TASK 14: Examination of Site Feasibility
EPS will review the preliminary design concepts and standards, evaluating their viability from the
standpoint of overall market potential and development on specific sites. This task will provide a "reality
check" for the potential development and growth of the area.
TASK 15: Visualization Tools
MIG will develop a set of visualization tools to illustrate the design concepts and standards. The exact
techniques and areas will be defined with staff during Task 13, but the scope assumes:
■ A color conceptual site plan for each opportunity site (up to four);
■ A photo simulation of existing and proposed conditions at a key location; and
■ Street sections, building elevations, and other illustrations needed to demonstrate the concepts.
Downtown Lodi Transit Oriented Development Design Guideline Project MIG, Inc.
Proposed Scope of Work- Revised August 9, 2007 Page 3
EXHIBIT A
TASK 16: Steering Committee Meeting #3: Review and Refine Design Concepts and Standards
MIG will facilitate a Steering Committee meeting to review and refine the Design Concepts and
Standards. MIG will lead a discussion to review the concepts using the visualization tools prepare in
Task 14.
TASK 17: Refined Design Concepts and Standards
Building upon the ideas and input from staff and Steering Committee feedback, MIG will refine the
design concepts and standards, as well as the associated visualization tools.
Phase IV: Design Guideline Documentation and Adoption
TASK 18: Administrative Draft Design Guideline Package
Integrating the input from the community, staff and Steering Committee, MIG will compile an
administrative draft Design Guideline package that includes text, tables, and illustrations.
The Design Guideline package will address the existing conditions, vision, design principles, and
recommendations regarding land use, development character and transportation and streetscape
improvements for the project area. The plan will address issues of overall image and identity (including
historic character), the pedestrian environment, appropriate infrastructure improvements, accessibility
and security, and circulation.
The package will also provide detailed development standards and design guidelines for building and
streetscape design. These standards will be illustrated to provide clear examples of appropriate
development.
MIG will provide County staff with a digital file of the package as a PDF. However the graphic
formatting of this draft will not be finalized until after staff reviews the content of the Administrative
Draft.
TASK 19: Staff Conference Call #2: Review Administrative Draft
MIG will participate in a conference call with City staff to review the administrative draft comments.
Staff will present consolidated edits to MIG for incorporation in the draft package.
TASK 20: Draft Design Guideline Package
Upon receipt of City staff's consolidated list of text and graphic edits, MIG will revise the Administrative
Draft documents to reflect staff's input.
MIG will prepare a fully formatted, graphically rich and user friendly draft Design Guideline package for
Steering Committee and public review.
TASK 21: Planning Commission Hearing
City staff will present the key Design Guideline elements and standards of the draft package to the
Planning Commission. Members of the public should be encouraged to attend this presentation to
provide comments before the package is finalized. Following the meeting, City staff will prepare a memo
summarizing any edits the Planning Commission suggests as conditions of their recommendation.
City staff will perform this task.
Downtown Lodi Transit Oriented Development Design Guideline Project MIG, Inc.
Proposed Scope of Work- Revised August 9, 2007 Page 4
EXHIBIT A
TASK 22: City Council Hearing
MIG will present the key Design Guideline elements and standards of the draft package to the City
Council. Members of the public should be encouraged to attend this presentation to provide comments
before the package is finalized.
TASK 23: Final Design Guideline Package
Upon receipt of staffs consolidated list of text and graphic edits (which incorporate comments and
conditions from the Steering Committee, the Planning Commission, and City Council), MIG will revise
the draft to prepare the final Design Guideline package.
MIG will deliver five bound copies, one master reproducible copy, and a digital print file of the final
package.
TASK 24: Ongoing Project Management
MIG will regularly consult with City staff in order to oversee workflow, review deliverables, prepare for
project meetings, and manage budget expenditures to meet project objectives.
Downtown Lodi Transit Oriented Development Design Guideline Project MIG, Inc.
Proposed Scope of Work- Revised August 9, 2007 Page 5
EXHIBIT B
PRELIMINARY COST PROPOSAL
Downtown Lodi Transit -Oriented Development Design Guideline Project
Estimated Budget 8-9-07
C. Beynon, A. Mei, M. Malhotra, Project Project
Staffperson: Principal -in -Charge Project Manager Senior Urban Designer Associate Assistant
Labor Rates: Hours @ $160 Hours @ $85 Hours @ $140 Hours @ $85 Hours @ $75
MIG Time
Totals
EPS
TASK
Subtotals
1
Staff Meeting #1: Project Kick -Off 4
$640 8
$680 8
$1,120
$0 4
$300
24
$2,740
2
Site Analysis and Data Review 2
$320 16
$1,360 2
$280 4
$340
$0
24
$2,300
3
Economic Overview 0
$0 1
$85
1
$75
2
$160
$2,500
4
Existing Conditions Map Book 2
$320 8
$680 2
$280 4
$340
$0
16
$1,620
5
Steering Committee Meeting #1 and Walking Tour 6
$960 8
$680 8
$1,120 16
$1,360 8
$600
46
$4,720
6
Walking Tour Summary Memo (City Staff task) 0
$0 0
$0 1
$0 0
$0
$0
0
$0
7
Community Workshop: Define a Shared Vision 10
$1,600 12
$1,020
$0 24
$2,040 8
$600
54
$5,260
8
Workshop Summary Memo 1
$160 4
$340
$0 16
$1,360 4
$300
25
$2,160
9
Staff Conference Call #1: Review Emerging Vision 2
Statement and Design Principles
$320 3
$255
$0
$0 0
$0
5
$575
10
Steering Committee Meeting #2: Review and Refine Vision
Statement, Design Principles and Development 0
Opportunities (City Staff Task)
$0 0
$0
$0 0
$0 0
$0
0
$0
11
Vision Statement, Design Principles and Development 1
Opportunities Memo
$160 4
$340
$0 8
$680
$0
13
$1,180
12
Preliminary Design Concepts and Standards 6
$960 16
$1,360 4
$560 32
$2,720
$0
58
$5,600
13
Staff Meeting #2: Review Preliminary Design Concepts and 4
Standards
$640 8
$680
$0
$0 4
$300
16
$1,620
14
Examination of Site Feasibility 1
$160 1
$85
$245
$7,500
15
Visualization Tools 4
$640 8
$680 4
$560 75
$6,375
$0
91
$8,255
16
Steering Committee Meeting #3: Review and Refine Design 4
$640 8
$680
$0 16
$1,360 4
$300
32
$2,980
17
Refined Design Concepts and Standards 2
$320 8
$680 4
$560 24
$2,040
$0
38
$3,600
18
Administrative Draft Design Guideline Package 12
$1,920 24
$2,040 4
$560 40
$3,400
$0
80
$7,920
19
Staff Conference Call #2: Review Administrative Draft 2
$320 3
$255
$0
$0
$0
5
$575
20
Draft Design Guidelines Package 8
$1,280 16
$1,360 2
$280 40
$3,400
$0
66
$6,320
21
Planning Commission Hearing (City Staff Task) 0
$0 0
$0
$0
$0 0
$0
0
$0
22
City Council Hearing 4
$640 6
$510
$0
$0 1
$75
11
$1,225
23
Final Design Guideline Project 2
$320 8
$680 2
$280 16
$1,360
$0
28
$2,640
24
Ongoing Pro act Management 10
$1,600 24
$2,040
$0
$0 8
$600
42
$4,240
MIG TOTAL 87
$13,920 194
$16,490 40
$5,600 315
$26,775 42
$3,150
676
$65,935
EPS TOTAL
$10,000
DIRECT COSTS TOTAL
$6,500
TOTAL ESTIMATED COSTS
$84,435
Note: Additional services will be billed on a time and materials basis.
MIG will undertake no additional work without prior consent of the Client.
Direct costs include mileage associated with travel to meetings; hotels; delivery charges and mailings; large-scale color and b/w plots; wallgraphic reductions; meeting/graphic supplies; and phone.
* Rounded to the nearest dollar
COST PROPOSAL
RESOLUTION NO. 2007-173
A RESOLUTION OF THE LODI CITY COUNCIL AUTHORIZING
THE CITY MANAGER TO EXECUTE CONTRACTWITH
MOORE IACOFANO GOLTSMAN, INC. TO PREPARE
GUIDELINES FOR TRANSIT ORIENTED DEVELOPMENT
WHEREAS, the City is desirous to promote Transit Oriented Development around the multi-
modal transit station: and
WHEREAS, the City received a Community -Based Transportation Planning grant from the
California Department of Transportation in the amount of $75,000 with an in-kind contribution of
$9,250 and a fiscal contribution of $9,500; and
WHEREAS, the City's Community Development Department sent a request for proposals
(RFP) to 14 planning firms and received 5 proposals, as shown below:
Lumos &Associates $75,706
Design, Community & Environment $83,452
Carter Burgess $83,455
RRM Design Group $83,700
Moore lacofano Goltsman, Inc., $84,435
WHEREAS, the proposals were reviewed and ranked by staff based on a 100 -point system:
and
WHEREAS, the proposals were scored based on the consultants' budget, timeline,
deliverables, relevant experience, recent and relevant working experience with the City, and caliber
of project team and their approach toward the completion of the final design guideline; and
WHEREAS, based on the overall score of Moore lacofano Goltsman, Inc. and it being the
most responsive to the City evaluation criteria, staff recommends awarding the contract to Moore
lacofano Goltsman, Inc., in an amount not to exceed $84,435.
NOW, THEREFORE, BE IT RESOLVED that the City Manager is hereby authorized to
execute a contract with Moore lacofano Goltsman, Inc., to prepare guidelines for Transit Oriented
Development in an amount not to exceed $84,435; and
BE IT FURTHER RESOLVED that the Lodi City Council hereby authorizes the City Manager
to allocate $9,500 from the Street Fund and San Joaquin County Measure K Fund for this project.
Dated: August 15,2007
hereby certify that Resolution No. 2007-173 was passed and adopted by the Lodi City
Council in a regular meeting held August 15,2007, by the following vote:
AYES: COUNCIL MEMBERS —Hansen, Hitchcock, Katzakian, and Mayor Johnson
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS— Mounce
ABSTAIN: COUNCIL MEMBERS —Non
ND JOHIL
City Clerk
2007-173