HomeMy WebLinkAboutAgenda Report - April 18, 2012 C-10AGENDA ITEM Cis I D
CITY OF LODI
COUNCIL COMMUNICATION
AGENDA TITLE: Adopt Resolution Authorizing City Manager to Execute Amendment to Professional
Services Agreement for Development Impact Mitigation Fee Program Update with
Harris and Associates, of Tracy ($30,000) and Appropriating Funds ($50,000)
MEETING DATE: April 18, 2012
PREPARED BY: PublicWorks Director
RECOMMENDED ACTION: Adopt resolution authorizing City Managerto execute amendment to
professional services agreement for Development Impact Mitigation
Fee Program Update with Harris and Associates, of Tracy, in the
amount of $30,000 and appropriating funds in the amount of $50,000.
BACKGROUND INFORMATION: On March 16, 2011, City Council approved a professional services
agreement with Harris and Associates in the amount of $451,190 to
updatethe development impact mitigationfee program pursuantto
adoption of the 2010 General Plan. At that time, completion of the project was planned for December 7, 2011.
Over the past 24 months, the project team has diligently worked with the building and development
community to build consensus on the structure and scope of the fee program. This has resulted in
significant additional and unanticipated work and delay to develop the final fees for water, wastewater,
storm drainage, parks, transportation, and electric. In addition, preparation of anew Bike Master Plan
has been added to the program. The additional scope of work is presented in the contract amendment
provided as Attachment 1 and is summarized below.
1. Additional meetings and project management services
2. Additional cost estimating associated with changing project descriptions and program scope
3. Additional analysis resulting from changes to the program scope in the areas of water,
wastewater, storm drainage, parks, transportation and electric
4. Updating the master plans to be consistent with the changes to the scope of the fee program
and adding the Bike MasterPlan
It is recommended Council adopt a resolution authorizing the City Managerto execute an amendment to
the professional services agreement for the Development Impact Mitigation Fee Program with Harris and
Associates in the amount of $30,000 and appropriating funds in the amount of $50,000.
FISCAL IMPACT: Not applicable.
FUNDING AVAILABLE: Funds are already appropriated in 182034,270034,326034,332034,1217034,
and 165034. Appropriate funds in the amount of $50,000 (Fund 325).
Jordan ers
Deputy City Manager/Internal Services Director
F. Wally andelin
PublicWorks Director
FWS/pmf
Attachment
APPROVED: `
Konradt Bartlam, City Manager
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Attachment 1
AMENDMENT NO. 1
Harris & Associates
Professional Services Agreement
THIS AMENDMENT NO. 1 TO PROFESSIONAL SERVICES AGREEMENT, is
made and entered this day of April, 2012, by and between the CITY OF LODI, a
municipal corporation (hereinafter "CITY), and HARRIS & ASSOCIATES (hereinafter
"CONSULTANT").
W ITNESSETH:
1. WHEREAS, CONSULTANT and CITY entered into a Professional Services
Agreement (Agreement)on March 29, 2011, as set forth in Exhibit 1 (attached).
2. WHEREAS, CITY requested to amend said Agreement as set forth in Exhibit 2
(attached); and
3. WHEREAS, CONSULTANT agrees to said amendment;
NOW, THEREFORE, the parties agree to amend the Scope of Services and Fee
as set forth in the Agreement as Exhibit 1 and 2, respectively.
IN WITNESS WHEREOF, CITY and CONSULTANT have executed this
Amendment No. 1 on , 2012.
CITY OF LODI, a municipal corporation HARRIS & ASSOCIATES
Hereinabove called "CITY Hereinabove called "CONSULTANT"
KONRADT BARTLAM
City Manager
Attest:
RANDI JOHL, City Clerk
Approved as to Form:
D. STEPHEN SCHWABAUER
City Attorney
Name:
Title:
Exhibit 1
AGREEMENT FOR CONSULTING SERVICES
ARTICLE 1
PARTIES AND PURPOSE
Section 1.1 Parties !Awr ,'Zq 12U
THIS AGREEMENT is entered into on `� , by and between the
CITY OF ICDI, a municipal corporation (hereinafter "CITY), and HARRIS &
ASSOCIATES (hereinafter "CONSULTANT").
Section 1.2 Pur ose
CITY selected the CONSULTANT to provide.the consulting services to prepare
an update of the Impact Mitigation Fee Program in accordance with attached scope of
services, Exhibit A.
CITY wishes to enter into an agreement with CONSULTANT for Development
Impact Fee Study project (hereinafter "Project') as set forth in the Scope of Services
attached here as Exhibit A.
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 ExhibitA, attached and incorporated by this reference.
Section 2.2 Time For Commencement and Completion of Work
CONSULTANT shall commence work within ten (10) days of executing this
Agreement, and complete work under this Agreement based on a mutually agreed upon
timeline.
CONSULTANT shall submit to CITY the various project deliverables as indicated
in the attached project 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 shall
not be counted against CONSULTANT`s contract performance period. Also, any delays
due to weather, vandalism, acts of God, etc., shall not be counted. CONSULTANT shall
remain in contact with reviewing agencies and make all efforts to review and return all
comments.
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Section 2.3 Meetings
CONSULTANT shall attend meetings as indicated in the Scope of Services,
Exhibit A.
Section 2.4 S
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 agreed to otherwise 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 is prepared to and can perform all services
within the scope of services specified in Exhibit A. 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 are legally required for CONSULTANTto
practice its profession, and that CONS ULTANT'shall, at its own cost and expense, keep
in effect during the life of this Agreement all such licenses, permits, qualifications,
insurance and approvais,
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 on the Project. CONSULTANT shall remain fully responsible for the
complete and full performance of said services and shall pay all such subconsultants.
ARTICLE 3
COMPENSATION
Section 3.1 Compensation
CONSULTANT's compensation for all work under this Agreement shall not
exceed the amount of Fee Proposal, attached as a portion of Exhibit B.
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.
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Section 3.2 Method of Pavment
CONSULTANT shall. submit invoices for completed work on a monthly basis,
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 fee schedules 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 advance, 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 cf
the Project unless approved 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.
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
this requirement. CONSULTANT further agrees to maintain such records for a period cf
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
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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
agent 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 in
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 the City of Lodi or its agents, officers or agents.
Section 4.3 No Personal Liability
Neither the City Council, the City Engineer, nor any other officer or authorized
assistant or agent or employee shall be personally responsible for any liability arising
under this Agreement.
Section 4.4 Resr)onsibiIityof Ci fY
CITY shall not be held responsible for the care or protection of any material or
parts of the work prior to final acceptance, except as expressly provided herein.
Section 4.5 Insurance Reauirements 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 of its subcontractor performing work covered by 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 of its
subcontractor or by anyone directly or indirectly employed by either of them, and the
amount of such insurance shall be as follows:
1. COMPREHENSIVE GENERAL LIABILITY
$1,000,000 Bodily Injury -
Ea. Occurrence/Aggregate
$1,000,000 Property Damage
Ea. Occurrence/Aggregate
or
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$1,000,000 Combined Single Limits
2. COMPREHENSIVE AUTOMOBILE LIABILITY
$4,000,000 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) General LiabilitvAdditional 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
underwritten Agreement with CITY, (This endorsement shall be on a form furnished
to CITY and shall be included with CONSULTANT'S policies.)
(b) General Liability 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.
(c) General LiabilitvSeverability of Interest 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 CONSULTANT's
liability.
(d) Notice of Cancellation or Change in Coverage Endorsement
This policy may not be canceled by the CONSULTANT without 30 days' prior
written notice of such cancellation to the City Attorney, City of Lodi, P.O. Box 3006,
Lodi, CA, 95241.
(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
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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 at
the site of the project 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 hazardouswork underthis
Agreement at the site of the project 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 CONSULTANT without 30 days' prior written notice cf such
cancellation or reduction in coverage to the City Attorney, City of Lodi, P.O. Box 3006,
Lodi, CA, 95241.
Section 4.7 City Business License Reauirement
Consultant/Contractor acknowledges that Lodi Municipal Code Section 3.01.020
requires Cons ultant/Contractor to have a city business license and
Cons ultant/Contractor agrees to secure such license and pay the appropriate fees prior
to performing any work hereunder.
Section 4.8 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
court.
Section 4.9 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
without the prior written consent of CITY. Consent to any such transfer shall be at the
sole discretion of CITY.
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Section 4.10 Notices
Any notice required to be given by the terms of this Agreement shall be deemed
to have been given when the same is personally served or sent by certified mail or
express or overnight delivery, postage prepaid, addressed to the respective parties as
follows:
To CITY: City of Lodi
F. Wally Sandelin, Public Works Director
221 West Pine Street
P.O. Box 3006
Lodi, CA 95241-1910
To CONSULTANT: Harris & Associates
Alison Bouley, P.E.
2316 Orchard Parkway, Suite 120
Tracy, CA 95377
Section 4.11 Cooperation of CITY
CITY shall cooperate fully in a timely manner in providing relevant information
that it has at its disposal.
Section 4.12 CONSULTANT is Not an Employee cf CITY
It is understoodthat CONSULTANT is not acting hereunder in any manner as an
employee of CITY, but solely under this Agreement as an independent contractor.
Section 4.13 Termination
CITY may terminate this Agreement by giving CONSULTANT 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 A to the extent that the
work has been performed. Upon termination, CONSULTANT shall immediately suspend
all work on the Project 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.
This Agreement may be terminated by CONSULTANT should CITY fail to
perform in accordance with its terms through no fault of CONSULTANT. CITY shall pay
CONSULTANTfor all services performed and expenses incurred in accordance with this
Agreement, up to and including the effective date of termination.
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Section 4.14 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 4.15 Captions
The captions of the sections and subsections of this Agreement are for
convenience only and shall not be deemed to be relevant in resolving any question or
interpretation or intent.
Section 4.16 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 4.17 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 4.18 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 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 for this project, shall be deemed the property of
CITY. Upon CITY's request, CONSULTANT shall allow CITY to inspect all such
documents during regular business hours. Upon termination or completion, 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 or modification of such documents for any purpose
other than the purposefor which they were prepared.
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Section 4.21 No Third -Party Beneficiaries
Nothing contained in this Agreement shall create a contractual relationship with
or a cause of action in favor of a third -party against either CITY or CONSULTANT.
IN WITNESS WHEREOF, CITY and CONSULTANT have executed this
Agreement as of the date first above written,
ATTEST:
By RA JO
CITY CLERK
APPROVED AS TO FORM:
Dated:
D. STERN SCF
CITY ATTORN EY
Attachments:
Exhibit A — Scope of Services
Exhibit B — Fee Proposal
Exhibit C — Insurance Requirements
CITY OF LODI, a municipal corporation
_err rin_.-
Ely
K(TNFfA--DT
CITY MANAGER
HARRIS & ASSOCIATES
By
h - - p
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EXHIBIT A SCOPE OF WORK
Task 1 - Project Management
Task /./ - Project Start-up
An initial kick-off meeting will be held with the entire Harris team and the City. The purpose of
this meeting will be to discuss the scope of services, obtain technical studies associated with
facilities for which fees are being calculated, discuss facility standards and existing surpluses or
deficiencies in facilities, and generally coordinate the work effort. We will also discuss the'goals
and schedule of the project and review any significant issues the City has already identified
related to this project. Goodwin Consulting Group (GCG)will also review the Policies and
Operating Assumptions Report with City staff to discuss various nexus methodologies,
assumptions, approaches, and considerations to make the fee study more defendable pursuant
to current case law related to development fees.
As a result of this meeting, Harris will prepare a project memorandum that includes the project
description, summary of scope of services, project schedule, project contacts, communication
protocols, and a list of information that our team needs to begin work on the project. This
memorandum will be submitted within one week of the kick-off meeting.
Task 1.2 — Project Work Plan
Harris and GCG will prepare a project work plan that details the process envisioned in
preparation of the IMFP. The work plan is a key element in understanding the flow of the project
and where critical decisions are needed in order to keep the project on schedule. The work plan
will include flow diagrams illustratingwhere decisions or input from the City is required. In
addition, the work plan will discuss the current financing strategy. The work plan will also
discuss the quality assurance program that will be in place to assure that the work prepared is
of the highest quality. This work plan will be submitted within one week following the notice to
proceed. Along with the work plan, a more detailed schedule than the one included in this
proposal will be prepared using Microsoft Project and will be submitted to the City. The schedule
will clearly define the anticipated submittal dates, anticipated meeting dates, and allocated City
review time. The schedule will be modified as needed following the kick-off meeting.
Task 1.3 — Preparation of Monthly Progress Reports
Each month, Harris will submit a detailed progress report that highlightsthe status of the project.
Each of these reports will include a brief description of the work completed during the billed time
period. The report will detail the project budget, current expenditures and cumulative
expenditures for each task. The schedule will be reviewed and any deviations will be noted in
the report. In addition, a summary of any outstanding issues needing resolved or any key
decisions that were made will be highlighted in the report. The format of this report will be
submitted with -in one week of the kick-off meeting for approval by the City.
Task 1.4- Project Status Meetings
The project managerwill coordinate monthly status meetings with the City. It is anticipated that
not all project members will be needed at all meetings and will be coordinated as necessary
based on each meeting agenda. Harris will prepare an agenda for each of the meetings and will
prepare and submit meeting minutes following each meeting. The minutes will include an action
item column for easy tracking of follow-up items, An effort will be made to coordinate and
combine monthly meeting dates with presentations to City staff and the development
community/BIA. A total of twelve meetings are assumed under this task and includes all
meetings with City staff and developers/131A.
Task 1.5- Presentations to City Council and Public Officials
e
Presentations to City Council and other commissions and committees are a critical part of the
IMFP process. It is anticipated that four presentations will be given to the City Council, one
presentation wilI be made to the planning commission, one presentation will be made to the
recreation commission, and one presentation to the budget committee. For each of these
presentations, the team will prepare exhibits and/or PowerPoint slides as needed to clearly
convey the process and findings of the IMFP. Priorto the meeting, the content of the
presentation and the materials to be presented will be discussed with the City team. This task
includes a total of seven public meetings.
Task 2 — Policies and Operating Assumptions Report
Task 2.1- Prepare a Policies and Operating Assumptions Report
The City's Policies and Operating Assumptions Report contains the City's policies, guidelines,
methodologies, and assumptionsfor its IMFP. The Harris team will review the report and
provide recommendations, where needed, regarding demographic assumptions, land uses
categories, development forecasts, and phasing methodologies, as well as all aspects of impact
fees and financing methodologies, such as cost allocation methodologies, debt financing,
alternate sources of funding, annual inflation factors, interfund borrowing, credit/reimbursement
policies, method of 5, 10, 15, 20 year development scenarios, infrastructure that developers are
going to be expected to build, and Infill Policies. The Harris Team will update the report to
reflect the policies moving forward. It is anticipated that this report will be updated to reflect
policies and decisions that are needed in completing any of the infrastructure studies, but will
remain a work in process during the finance plan development. The Harris team will provide a
draft update of the City's Policies and Operating Assumptions Report, and then a final report will
be provided after incorporating comments from City staff.
Task 3 — Development of Land -Use Forecast
Task 3.1 -Assess Potential Fee Zone Geography
Harris will reviewthe proposed development areas within the City of Lodi and the infrastructure
needed to serve those areas and will analyze the need to have different fee zones. The City's
goal is to avoid fee zones whenever possible. However, in some cases the required
infrastructure may lend itself to fee zones in order to create a more defendable nexus. Harris will
also compile a digital base map using the files provided by the City and will use assessor parcel
maps and other development maps to compile a list of APNs, owners, acreage and land use
informationthat will form the database. In addition, Infill Parcels will be identified. This
informationwill be used to create the database within MapGulde and will also be used to create
an Excel file that will be used for the growth forecasts.
Task 3.2 - InventoryApproved and Proposed Development Projects
Harris will work with City staff to obtain copies of or information regarding all planned
development projects. This includes remaining units in partially completed development
projects, any subdivision maps that have been submitted to the City, and any potential projects
where inquiries have been made. The goal of this task is to better define the information
obtained through the BIA and local development community meetings. These projects will be
added to the map and the database prepared in Task 3.1.
Task 3.3 - Prepare Citywide Development Forecasts
GCG will review historical growth data for the City, as well as development and demographic
informationfrom the City's updated General Plan, SJCOG, the development community,
Department of Finance, and other sources to forecast future development in the City. Harris will
develop a digital base map of all remaining developable land and GCG will incorporate this
information to estimate the total number of potential residential units and nonresidential building
space remaining in the Genera! Plan area.
Task 3.4- Prepare Growth Forecast
Through close coordination with City staff, GCG will develop a growth forecast model for
residential and nonresidential development. The results of this forecast will be summarized in a
draft technical memorandum that will include a discussion of all assumptions and methodologies
used in the development forecast. After receiving comments from all parties, GCG will provide a
final technical memorandum.
Task 4 — Master Plan Documents/Capital Improvement Plans
Task 4.1 - Coordinate Master Plan Documents/Capital Improvement Plans
Based on conversations with City staff, it is anticipated that the only technical consultants
needed as part of this project are for traffic and parks. Harriswill oversee the work of Fehr&
Peers and Vallier Design Associates as they complete the required master plans for
Streets/Transportation and Parks and Recreation as further described below.
The City has completed various components of the Water, Sewer, Storm Drainage, and
Electrical Utilities master plans. Harris will obtain and review the information from the City and
will work with City's staff on any additional technical'analysis that needs to be complete for the
purpose of this project. Harris will develop the report that will compile the City's technical
analysis into a master plan document. Harris will not provide any of the modeling or technical
analysis and the reports will be prepared with City of Lodi's name on them. A more detailed
description of each component is given below:
• Water — Perthe draft Policies and Operating Assumptions report, the Reed Group will
complete, under separate contract, all water related master planning, phasing and
capital improvement project cost estimates for the water utility. Harris will review the
documents provided and will coordinatewith the Reed Group to verify that all the master
planning work is done in accordance with the development assumptions determined
under Task 3.4. Harris will provide a peer review of the cost estimates and master plan
facilities and will incorporatethe cost estimates into the CIP templates. Harris will
coordinate with the Reed group to obtain information on phasing to match the 5, 10, 15
and 20 year growth assumptions as well. Harris will compile the information received
from the Reed Group into a Water Master Plan report.
Wastewater — Per the draft Policies and Operating Assumptions report, the Reed Group
will, under separate contract, provide the wastewater impact fee for the treatment and
disposal component. Harris will review the documents provided and will coordinate with
the Reed Group to verify that ail the wastewater treatment plant fee is developed in
accordance with the development assumptions determined under Task 3.4 . Harris will
coordinate with the Reed group to obtain information on phasing to match the 5, 10,15
and 20 year growth assumptions as well. Harris will also coordinate with the City to
gather the information related to the wastewater transmission component including
phasing information for the 5, 10, 15 and 20 year growth assumptions. Harris will review
with the City any alternatives that may nave been identified to determine what the most
cost effective or most desired alternative might be and will discuss the use of possible
zones. Harris will compile the information received from the Reed Group and from the
City into a Wastewater Master Plan report. In addition, Harris will review and update
Policy No. 6 for Wastewaterfees.
Storm Drainage — Harris will review the various studies and master plans that exist for
Storm Drainagewithin the City. Harris will also work with the development community
and City staff to identify which projects are to be funded through the fee program versus
those projects that will be developer -built. Harris will work with the City to determine if
fees zones are necessary or if one uniform fee can be established. Should various
zones be required, Harris will identify which facilities are needed for each zone. Harris
will work with the City to determine the phasing requirements for the 5, 10, 15 and 20
year growth assumptions as well. Harris will compile the technical information received
from the City into a Storm Drainage Master Plan report.
For Police, Fire, and General City Facilitiesthe Harris Team will reviewthe existing fee study
and will meetwith the City staff to obtain information relatedto Police, Fire and General
Facilities. The Harris team will develop a methodology for calculating the fees for these
facilities. Based on the methodology determined, the Harris Team will prepare anew Public
Facilities Master plan that will summarize the findings of this task. Each facility is described in
more detail below:
• Police — Per the draft Policies and Operating Assumptions report, a new police station,
jail and courthouse facilities were recently constructedwith capacity to serve the
planning period, Harris will obtain information related to the construction cost and size of
these facilities from the City. Under Task 6.4, Harris will analyze the existing surplus of
this facility in order to establish a fee to reimburse the City for construction of these
facilities. The Harris team will determine the best methodologyto use for distributing
these costs to new development. Information related to the cost, size and description of
these facilities will be incorporated in the project cost spreadsheets. The methodology
for calculating the fees for the police facilities will be determined and incorporated into
the Public Facilities Master Plan.
• Fire —The Fire Department is looking at the needs cf fire facilities to serve new
development in the City. Harris will coordinate with City staff to receive this information
and will incorporate cost estimates into the CIP program templates. The appropriate
division of the costs of this fire station will be examined underTask 6.3 to determine if
the entire cost of the fire stations can be assigned to new development. The
methodologyfor calculatingthe fees for the new fire facilities will be determined and
incorporated into the Public Facilities Master Plan.
• Electrical Utilities—Harris will meet with the City's Electrical Utility Department and
provide information related to the development assumptions for the City. The Electrical
utility department will prepare sketches of the facilities needed to serve this new growth.
Harris will coordinate with them regarding the phasing of the requirements to meet the 5,
10, 15, and 20 year planning horizons. Once the facilities are obtained, Harris will
compile the detailed CI cost estimates and to determine the appropriate split of the
facilities' costs between existing and new development. The findings will be incorporated
into the Public Facilities Master Plan.
• General City Facilities — Harris and GCG will review the existing fee program to
determine what facilities are currently funded under this program. We will work with the
City to determine the status of these projects and develop a list of any new projects
needed to serve the City's needs under General Facilities. The methodology for
determining the fee for new growth will be determined. The findings will be incorporated
into the Public Facilities Master Plan.
• Public Art Fee- The Harris team will reviewthe City's current PublicArt Fee Policy and
will analyze the methodology that may be used in calculating and collecting this fee. The
PublicArt Fee Policywill be updated if necessaryto reflect any changes.
• Streets/Transportation — Fehr & Peers will complete the transportation master plan
(TMP). The TMP will be the foundation of the nexus findings for the transportation
impact fee. The TMP will document the capital improvements anticipated to be needed
within each 5 -year increment of land use growth, based on a rational process of
evaluating expected transportation demand and identifying improvements needed to
maintain the City's desired Level of Service (LOS). This evaluation will provide the
linkage necessaryfor the City to make the required AB1600 findings regarding the
relationship between the need for the public facility and the development on which the
fee is levied.
The documentation of existing conditions can primarily be based on work already
completed for the General Plan and other recent planning studies. Fehr& Peerswill
coordinate with City staff on other potential sources of information about operations of
the local street system. Based on current information, they may be able to establish that
all major intersections are meeting the City's standard of LOS E or better, and thus there
would be no existing deficiencies that would require special attention in the IMFP. The
one corridorthat may warrant further investigation is Kettleman Lane, which is
historically Lodi's most heavily traveled arterial. The current scope of work does not
anticipate the need to collect additional traffic count data, but we can provide that service
if it is needed.
The new developmentthat is anticipated is located in two general areas: south of
Harney Lane, and west of Lower Sacramento Road. The General Plan found that much
of the needed roadway improvements in Lodi were on the east -west corridors that
provide cross-town connections (especially across SR 99), such as Harney Lane,
Century Boulevard, and Kettleman Lane. These corridors will directly serve the
anticipated new development areas. The goal of the TMP will be to identifywhich of
those General Plan improvements will be needed during the 20 -year planning horizon.
A stepped approach will be used to identify the capital improvements. The 20 -year
needs will be identified by incorporating the 20 -year growth forecasts into the Lodi travel
model, using the current roadway network (supplemented with any transportation
improvements that are already fully funded and expected to be completed independent
of future development), and conducting a model run to determine the nature and location
of future deficiencies. The 20 -year residential growth forecasts are quite similar to those
we used for the recent Harney Lane interim improvements analysis. Based on those
earlier results, we anticipate that the primary future deficiency is likely to be on Harney
Lane itself, which would need to be widened from two to four lanes. We will look at the
potential need for the Century Boulevard grade separation and widening to serve as a
supplemental east -west corridor, but given the relatively low levels of forecasted new
development, that improvement may not be needed in this timeframe.
In addition to the above analysis, we will consult with City staff to determine if there are
other capital improvements that should be included in the 20 -year transportation CIP.
These might include signalization at some existing intersections that are expected to
serve increased traffic volumes as a result of new growth, or implementing a signal
coordination system along some corridors, or other projects. The results of this process
will define the 20 -year CIP for transportation improvements.
The number of new vehicle trips generated by the expected 20 -year growth will be
calculated and then compared to the existing and projected future volumes along Harney
Lane (and any other affected corridors identified through the CIP process described
above), .and an estimate of how many new trips can be generated before triggering the
need for the major improvements will be made. Those results will then be compared to
the incremental growth forecasts prepared by others to define which capital
improvement projects are needed for the 5 -year, 10 -year, and 15 -year planning
horizons. The projects for all of the horizon years will be tabulated and mapped, and
documentation prepared to describe the analytical process for identifying those projects.
Together, this will constitute the phased TMP that will form the basis for the
transportation IMFP.
Parks, Recreation, and Open Space— Vallier Design Associates (VDA) will look at the
total projected population of Lodi and confirm the amount of parks and open space
required by apply the level of service (LOS) standard measured in acres per 1,000
people. The LOS standard acts as an allocation mechanism for the delivery of park land
and basic recreation facilities throughout a community. From this number, VDA will
determine the park land deficit, which is the difference between park land that is
currently provided and what is required by the LOS standard calculation.
Next, VDA will determine the types of parks that will meet the park land demand based
on the types of parks the City has, their locations, and facilities provided. There are a
variety of park types that can help meet the park land demand. Each type is associated
with a service area, the distance that park users can be expected to travel to reach a
park of this type. Service areas are placement standards set by either the General Plan
or "rule -of -thumb standards provided by the National Parks and Recreation Association
that assist in iocating facilities. VDA will reviewthe existing park and open space
facilities and their locations to determine underserved areas where new facilities should
be placed and will determine from the placement, the types of facilities that should be
provided to meet recreational needs. Once the locations, sizes, and program elements
are determined for the proposed parks, VDA will prepare a typical site plan for each park
type and a list of facilities for each site along with a detailed description and cost
estimate for the proposed site improvements. In addition, VDA will evaluate existing
facilities and determine required improvements to those sites along with associated
costs for the renovations. VDA will work with the team to determine trigger points for
implementation of site improvements at existing facilities and construction of new
facilities.
Meetings with City staff and the Recreation Committeewill be held underthe project
managementtask above in order to ensure that the City's needs are being met with the
planned facilities. Harris and VDA will work with the City to determine the split between
neighborhood parks that the developers may build and receive credits for and larger,
regional facilities for which the City will collect fees and construct. I n addition, the use of
joint -use drainage basins will be explored and the funding plan for these will be detailed.
Under this task, Harris will also develop the capital improvement project templates that will be
used to estimate the cost for each of the infrastructure projects. These templates will be
provided to the City for approval prior to beginning the cost estimating process. The templates
will be set up so that there is a link to a universal unit cost spreadsheet. This will allow unit costs
to easily be updated or modified both now and in future updates.
Two meetings will be held during this time to review the facility layouts, infrastructure phasing,
and LOS standards. A technical memorandum documenting the outcome of the meetings will be
distributed to the team. These meetings are included in Task 1.4
Task 5 -- Phasing Plan
Task 5.1- Develop Phasing Plan
The Harris team, through coordination with City staff, will estimate development phasing in the
City in 5-year planning horizons over the next 20 years. GCG will review and incorporate the
growth policies set forth in the City's 2011 Growth Management Plan when developing the
phasing plan. Based on the Harris team's development forecast, the inventory of current,
entitled, and planned developments, input from the development community, and consideration
of potential constraints regarding infrastructure phasing, the Harris team will develop a phasing
plan. The phasing plan will be presented to the City at two workshops, which are included in
Task 1.4. The phasing plan will be updated based on a consensus from all interested parties.
For the development phasing plans that are established, the infrastructure needs for each of
those growth periods will be determined by the team made up of City staff, the City's technical
consultants, and the Harris team. The phasing of the infrastructure for each period will be
incorporated in the cash flow analysis.
Task 6 - Financing Plan
Task 6. / - Define Financing Parameters
GCG will begin the financing plan analysis by reviewing the City's existing fee program. In
particular, GCG will review all fee account revenues and expenditures to determine what
facilities in the City's capital improvement plan have been fully or partially financed and what
remaining fund balances can be applied to future facilities. GCG will also review existing
development agreements and outstanding credits or reimbursements due to developers, since
these may have an impact on the updated fee program. GCG will also work with City staff to
determine whether alternate funding sources, such as federal, state, or Caltrans funding, exist
for any facilities included in the fee program.
Task 6.2 - Identify Required Public Services and Facilities
Harris will compile a list of all the project identified in Task 4.1 above and prepare cost estimates
for all the facilities. The CIP sheet prepared for each facility will discuss the timing of the project
necessary to meet the City's LOS targets. Harris will compile maps of all the facilities as well.
Once development impact fees are calculated in Task 6.7, it maybe necessaryto review some
of the projects and costs established during this task to work on ways to bring the fee to an
acceptable amount.
Task 6.3 — Examine Existing Deficiencies
Harris will review the proposed projects and will work with City staff to identify projects that
remedy existing deficiencies rather than provide new capacity. In addition, it is likely that there
are projects for which part of the project serves to mitigate an existing deficiency but the other
portion of the project is attributable to new growth. These splits will be determined and the
funding from other sources will be clearly identified as separate from the fee program funding. A
technical memorandum will be prepared that details the findings of this task.
Task 6.4 — Examine Existing Surpluses
Harris will review the proposed projects and will work with City staff to determinewhich projects
create excess capacity. In other words, projects that create capacity that serves development
beyond the current planning horizon will be identified. The split between the fee program
funding and future funding will be calculated and the funding from future sources clearly
identified. A technical memorandum will be prepared that details the findings of this task.
Task 6.5 — Develop Dwelling Unit Equivalent (DUE) Schedules
Harris will review the assumptions made in each of the master plans regarding demand factors
and will put together a DUE schedule based on generation and demand rates, The DUE
schedule forms the basis for the calculation of the fees and is a critical step in the process. A
single-family home will be considered 1 DU and all other land uses will be based off their
equivalent use compared to that single-family unit. Non-residential land use DUEs will be
calculated based on the demand generated from 1,000 SF of building area as compared to that
single-family unit.
Fehr & Peers will assist Harris with developing the DUE schedule for traffic. There may be
interest in more refined trip generation techniques that are now available to account for the
context of new development and its effect on transportation demand. For instance, a single-
family dwelling with good pedestrian access to nearby retail opportunities and services can
generate fewer vehicle trips than a similar house located in a residential subdivisionwith no
such access or amenities. Accounting for these factors and translating them into reduced fees
can help to incentivize higher -density, mixed-use, infill development that may achieve other City
goals.
The spreadsheet and back-up methodologywill be submitted to the City, In addition, Policy No.
6 for Wastewater capacity charges will be reviewed and updated.
Task 6.6 — Prepare Burden Analysis
Once Harris has identified all the required facilities and costs, GCG will calculate the preliminary
fees. GCG will apply the DUE and demand factors to allocate a fair share portion of the costs to
each land use category. As part of this analysis, the Infill areas will be reviewed and a
methodologyfor their fees will be determined. In conjunction with this preliminaryfee
calculation, GCG will conduct, with inputfrom City staff, a fee comparison analysisthat includes
five cities, The comparison analysis will look at the complete fee burden, including funding from
community facilities districts (CFDs) and assessment districts (ADs), for five cities and Lodi. A
review of all fees and funding sources is the most valid approach since this will provide a true
comparison of the fee burden. The comparison analysis will include regional, city, and school
district impact fees, building and environmental fees, and funding from CFDs and AN levied on
a single family unit. The Harris team will present the preliminary fees and fee comparison
analysis to City staff for discussion and comment.
Task 6.7 - Prepare Forecast of Development Impact Fees
GCG will develop a cash flow model that will incorporate all forecast growth, phased facilities
costs, existing fee fund balances, and preliminarylMFP fees and other potential funding
sources. The model will illustrate where future revenue shortfalls may occur and whether
interfund borrowing can be used to close the funding gaps for priority projects. In some cases,
interfund borrowing will not close the funding gap. In this case, the cash flow model will show
when funding from other sources, such as developer equity, CFDs, or ADs, may be necessary.
GCG will suggest solutions to mitigate all funding shortfalls and will run up to three cash flow
iterations that show various options. The results of each cash flow iteration will be presented to
City staff for comment. Based on comments from City staff, GCG will make the final calculation
of the fees for the IFMP. It is assumed that two meetings with City staff will occur during this
process. Those meetings are included in Task 1.4.
Task 6.8 -Adjust the Fee Level
Harris and GCG will discuss methodologies for resolving cash flow issues in order for new
project infrastructure to be built at the time that it is needed. This task and Task 6.7 overlap
each other and will be looked at in conjunction with one another,
Task 6.9 - Prepare Finance Plan Report
Harris and GCG will compile a technical memorandumthat summarizes the facility plans and
cash flow analysis into a finance plan report. The report will also include fees determined
pursuant to recent changes in state law that require a methodology within a fee program to
account for reducing a fee accordingly when development meets a set of specific "smart growth"
characteristics. The Harris team will propose a methodologythat would comply with the
requirementsset forth in Government Code section 66005.1 to calculate fees based on the
reduced trips resultingfrom transit -oriented development. The updated fee reportwill include
recommended guidelines for selection of projects that would be compliantwith the law's
requirements and, therefore, be subject to the reduced fees.
The report will be in the form of a technical memorandum that includes maps, charts, and
detailed summary tables of the facilities, costs, and the resulting impact fees. The draft report
will be presented to City staff for comment. Once comments are received, a final financing plan
report will be provided to the City.
Task 7 —Administrative Draft, Draft, and Final Impact Fee Mitigation
program Report
Task 7.1- Prepare Administrative Draff and Draft IMFP
Harris and GCG will prepare the IMFP report which will incorporate all decisions, assumptions,
methodologies and calculations made over the course of the project. Specifically, the report will
(i) outline the nexus findings associated with calculation of the fees, (ii) provide information
regarding the facilities and costs included in the calculation and the application of other funding
sources, if any, (iii) identify the projections for future development that were used as a basis in
calculating the fees, and (iv) identify any existing deficiencies and ensure that the cost of the
facilities needed to eliminate the deficiency is not included in the fee calculation. The reportwill
also identify the cost allocation methodology used to determine the fees and discuss the
accounting, reporting, and administrative procedures that are required pursuantto the Mitigation
Fee Act.
The following will be included in the IMFP Report:
Executive Summary and Introductory Sections —this section will summarize the
findings of the report, it will also describe the methodology of the report, it will include a
general description of the City and the anticipated growth, it will discuss the IMFP
development process, and it will include any other pertinent information that helps to
define the project. Any maps, tables, or figures that help to better define this section will
be included.
• Technical Sections —This section will include the technical reports and findings for
water, wastewater, storm drainage, transportation, police, fire, parks, Electric and
General Facilities. Each of the technical sections will include a description of the level of
service standard, a summary table of the DUEs, a discussion of the methodology used
to derive DUEs, the phased Capital Improvement Plan including trigger points,
discussion of the planned facilities, discussion of the fee zones (if any), the AB1600
findings, and a map showing the facilities.
Finance Section —This section will include a description of the financing parameters, a
summary of the DUE schedules, an overview of the existing system deficiencies and
surpluses, a discussion of the development impact fees including methods for updating
the fees, anticipated absorption tables, and cash flow tables.
Once the administrative draft of the IMFP has been prepared, 10 hard copies and one electronic
copy will be submitted to the City for review. The Harris team will hold workshops with City staff
as needed to present the findings, It is anticipated that the first draft of the administrative report
will be reviewed by Public Works. Any questions or issueswill be addressed and a second
administrative draft will be prepared for review by other City departments. It is assumed that two
workshops will be attended as part of this process.
After all comments on the administrative draft are received, a draft reportwill be produced. This
report will be presented in workshops with City staff, landowners, developers, City Council,
Recreation Commission, and the Budget Committee. These meetings are covered under Task
1.5 above.
After all comments have been received on the draft, the Harris team will respond to comments
and will prepare the final draft IMFP. 25 copies of the final draft IMFP report and one electronic
copy will be submitted to the City.
It is assumed that all meetings with the City and the development community are included in
Task 1.4.
Task 7.2 — Prepare Final IMFP and Update Ordinance
Once all comments have been received, those comments will be incorporated into the final
IMFP. Two copies (one photo-readycopy and one electronic copy) of the reportwill be
submitted to the City. Harris and GCG will attend up to four council meetings as necessaryto
assist in the adoption of the IMFP. These meetings are included in Task 1.5.
The Harris Team will also assist the City in the Review and update of their impactfee ordinance
in accordance with the decisions made as part of this process.
City of Lodi
Development Impact Mitigation Fee Study
Scope cr Work
Harris & Associates
Teak Protect Technical
. bimetor Adviser Project "ad,
(PDS) Manager Engineer
Total
Goodwin Consuiatkhg Group Fehrand Poem
GmpMesl
Principal- ProjectNee Project Admin
In-chargeManager president Associate Total Principal Associate Engineer Support Total Principal
Vallter Design Asaoelatea
Senior; project
LandscaO Landscape
Architect; Arclotact Total
Total
$ 260 f 205 $ 180 $ 12D S 240 111 226 S 2110 $ 170 220 175 116 NO S 1..1
�6„6j; f i1 TO
77= � >3F4��.: <7j.3�y�6:;
.:. - .
1.1 Kick off Meeting and Project Memorandum 2
2
16
8 E
4,910
2 5- 4 S 2,405 6 4
2 $ 2,240 2
330 S
8885
12 euY Work Plarn
Preparetlon of Monthly Progress Reports (Assumes 10
1.3 Months for ct Dus Pro
2
6
24
$
S
1.930
4,560
4 S 900
$ -
S
E
S
S
$ 2 B30
S 4560
. Project Status Meetings and Meeting Minutes
1.4 Assumes 12 meetinnsl
Preaentatlons to City Council, Planning Commisslon,
Recreation Commission and Budget Committee Q
1.51meatift-1
Tatk2 ...f _:a _. ': _png..IMi oris: app.. _w ,.,.,.,.�.'f
12
21
�:. A
60 12 E 15,300 14 40 10 5 $ 1b 10 12 4
42 24 S 15,165 28 28 8 6 S 15,640 6 0
:c _<40 -: .:,:i.<40 h:.-�iaZ6b0 .. r:. �.>.,t,.-<..2 -':,:? ,.::`s 92 .. ...�•-.i3.SSU.i , r 4a. x2: i
4 2 $ 4,020 6
0 6 E 1980 6
,,° 4 2 5.:-.2,28gC+
$ 990 E 35,520
,9 S 2030 S 34815
.:.�D ;.a? S 'i.5.::i-16340:
2.t Prepare a PoWes and Assuan Dons Re 1 40 40 $ 12.650 1 2 3 t 2 E 3330 4 4 2 E 2
Task3 ., .... : ` .. , orscast , tF . : r: "s; ' ,'F': i.}. ,D + . .;,,._, r. :, 3 -51 F ori 4 260
E
S 16240
3.1 Assessy App of Fes none
Irnry entoApproved and Proposed Development.
32 Profects
8
8
40 E
40 E
6X0
6,320
-
E
S
S
E
E
E 6,320
S 6320
3.3 Prepare Cftywide Development Forecasts
2E
360
1 1 t .4 $ 1,345
E
E
E 1,725
34 reGrowth Forecast 2 S 3802 10 2,325 E _
S $ 2,7D5
°..., ::. �....,- .,. .. .F,",t..,. ;.,, v ...�...,..,;'et .: _..- ka S.f K� . ,..,. .. ;....r r � .,. r � r y GY a f a l^- •X ...c u' 41 - ✓ ,;:x .r�- t- r =
Tbk•i MesteY,P.ksn_Ao'�. tkgeMsl_tpiiittmproYNhidttlfiiflis;,". 6 :c:....yp ,':..;.540•: ;%.dg "5,�:'.t1fi;860 .:.:.'.40 S `..16920:
Coordinate Master Plan Documentsmspltal
4.1 tmptove.., Plans
S
S
S
•.'"'iS03�-2D�YD:
S
S
Wale,1
1
40
40 S
12.855
E
E
E
S 12855
Wastewater
1
40
60 S
15,005
S
S
$
S 15005
Storm Drainage
1
40
40 S
1 W5
S
E
$
S 126D5
Police
1
24
24 S
7,645
4 4 S 1,580
E
$
E 9225
Fire
1
24
24 E
7,544
11 4 4 S t
$
$
$ 9,225
Electrical UtRi0es 1
1
60
100 E
23,855
S
$
S
E 23,855
General CD Fes 1
1
40
40 E
12.855
4 4 $ 1,580
S
$
E 14,435
PublicArt
Art fee
1
24
40 E
9.565
2 2 8 S 2,210
E
$
$ 11,775
Transportation 1
1
24
16 E
6,935
$ 12 8
80 24 E 15,880
E
$ MIS
Parks Recreation and Open Spam 1
1
24
16 E
6,935
5
$ 66
40 60 S 20.290 E
27.225
:3ask6 ... g;
.,:D,,:.. w.R ia:,:.c< ..&+b-.;fi'3
a. . a±,-':. ,5•..'_ey8:9S5::
5.1 Dever Phasin Pon
40
60 S
14800
2 3 3 14 S 4.135
S
S
$ 18935
;Task§ _ .. rot; _sgGng., n x: ..:....-.".,:.. •e =ti ! '.7 ,.
w4 4 tit':?' 2 - -:.'_. 6+', 60 t _, �y�,;:, it i4 E6t ti.'"+<, . .,q
i ti'- s�* Z'
-:�=w>. .f
6.1 Defm o Flnancin Pamrtwtars
f
2 3 4 15 $ 4,505
E
E
$ 4,W5
62 Identifir Reaufred Public Services and Facilities
4
40
80 $
18.020
S
$
E
E 18,020
6.3 Examine E ftU Wd,ncies
2
16
20 E
5850
E
E
E
$ 5850
- 6.4 Examine S
2
16
20 E
5,850
$
$
S
S 5650
6.5 Dave [hwDin WtItE Equivalent U Schedule
2
16
B $
441D
S 4 4
12 e E 3,840
E
$ B
6.6 Prepare Burden Analysis
16
$
3,040
3 11 20 89 E 22,325
$
$
$ 25365
6.7 Prepare Forecast oftM eM impact Fees
2
E
380
2 10 - 15 40 S 12,530
S
E
$ 12,910
6.8 Adjust the Feta Level
4
E
760
$
$
S
E 760
6,9 Prepare Flnaneo Plan Report 2
4
16
24 $
7,240
2 3 - 3 11 E 3625
S
S
E 10865
:7atk7 Fre ft:, ' niltf?Dl1ik�OtaftandFlttU:IMFP i a,:.:.... , ,.A
�,z 't0
;.� r'wv'7g `;; ;e1bD 3. < r'3f:S6D
.; ..� 3 : .x.,.12 f.;ry. .:: -:.,., X66.:3('x -..:. Bt080,` ;. ..: p - - . p
, ::: ,- it �<:.-.. 0 ...,>'„^'.r . ,. '.;: =i�9 .-.:U :.:..,0
"Ill t0
7.1 re Admin Draft IMFP 2
6
40
120 E
23D
4 8 19 40 S 13,3M
S
S
S 37 0BD
72 Pre re Final IMFP and U ate Ordin8o,08 2
4
2 4.. 4 Is 4i 7. 3_0.:
E
E
S 1 5
-S
y'o <
�. ':
. S _ .. a.
,
lKettaIDUMaDIO hXPea&&G
S
2
E 1
eta:
T1
786
926 f
281,016Total:
3 137 4,819
311,75200D
441S 80
48 EO SE 23,60s
461b,1s974
Notes
1. Ail meetngs are assumed to be mvemd underTack 1. The scope for Hanis & GCG assumes attendance at 10 meetings with the City plus aftendance at7 public meetings where
presentations YA be g ver, The scope for VDA and F&P astanos attendance at 3 meetings with the City and attendance at 1 public meeting.
S. Under Task 7, 5 submittals of the IMFP o assumed. This Includes 2 versions of the administrative draft, draft, final draft and final raps t
4. Assumes the only additional technical analysis needed to complete the mosterpWrming vmfk Is for parks and traffic. Harris vA use the Cty's tediniml analysis to help conhp0e the
master pons reports far water, wastewater, storm drainge and 8a electoral utility. Hann & GCG will prepare the master plans for ponce, flue, and general dtylacines.
S. An allowance for mimbumeable expenses has been made In accordance with the assumptions In the scope of wort,. Shovfd additional copies o4 reports ba needed, the cost will be
direct tilled to the Client
Harris & Associates.
Shaping the Future, One Project ata rimesm
EXHIBIT B
RANGE OF HOURLY RATES:
ALL EMPLOYEES
Effective January 1— December 31.2011
Z W C VE IGN ANI!
►L SERVICES GROUP," HOURLY RATE
Project Directors
$190-260
Project Managers
150-260
Project Engineers
125-195
Technical Support
75-130
Administration
65-95
GONSTRUC I ION / PROGRAM MANAGEMENT HOURLY RATE
Project Directors
$190-260
Project Managers
150-260
Construction Managers
125-200
Resident Engineers
150-200
Construction Engineers
110-200
Scheduling Engineers
110-190
Cost Engineers
110-190
Inspectors *
100-160
Technicians
90-160
Administration
65-95
Notes: Rates are subject to adjustment due to promotions during the effective period of this
schedule. A new rate schedule will become effective January 1, 2012 and on the 1st of January
every year thereafter. Unless otherwise indicated in the cost proposal, hourly rates include most
indirect costs, such as equipment, computers, communications and reproduction (except large
quantities such as construction documents for bidding purposes).
* Inspectors working in the State of California are subject to the Prevailing Wage Rates
established for that area.
2316 Orchard Parkcwav, Suite 120 Tracy, CA 95377 209-833-3310 f.209-833-1624 hams-assoc.com
CITY OF LODI
Exhibit C
221 West Pine Street, P.O. Box 3006, Lodi, California, 95241-1910
INSTRUCTIONS/REQUIREMENTS FOR INSURANCE COVERAGE
1. All contractors/developers who have contracts or agreements with the City are required to carry general
liability/automobile insurance.
2. A duplicate or certificate of insurance shall be delivered to the City prior to starting any work on a project.
3. Each certificate shall contain satisfactory evidence that each carrier is required to give the City of Lodi
notice 30 days prior to the cancellation or reduction in coverage of any policy.
4. The insurance certificate must state, on its face or as an endorsement, a description of the project that it
is insuring.
5. All requirements herein provided shall appear either in the body of the insurance policies or as
endorsements, and shall specifically bind the insurance carrier.
6. The CITY OF LODI, ITS ELECTEDAND APPOINTED BOARDS, COMMISSIONS, OFFICERS,
AGENTS, EMPLOYEESAND VOLUNTEERS must be named as additional insured on an endorsement
attached to the certificate of insurance. (THE CITY OF LODI, ITS ELECTEDAND APPOINTED
BOARDS, COMMISSIONS, OFFICERS, AGENTS, EMPLOYEES AND VOLUNTEERS MUST BE
P ) THE kDDIT IN '
7. Both the street address and the post office box of the CITY OF LODI must be shown along with
Number 6 above: 221 West Pine Street, P.O. Box 3006, Lodi, California, 95241-1910.
0. In addition to the additional named insured endorsement on the policy of insurance, said insurance policy
shall be endorsed to include the following language:
"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 sha!! be excess only and not contributing with the coinsurance afforded by this
endorsement."
9. The minimum limits of such insurance shall be $1,000,000 Bodily Injury each occurrence/aggregate,
$1,000,000 Property Damage each occurrence/aggregate, or $1,000,000 combined single limit.
Automobile insurance $1,000,000:
Contractors must carry automobile insurance;
Developers must carry auto insurance only if their vehicles are used on site.
10. If the limits of coverage are not the amounts specified in Number 9 above, and/or if the City is not named
as an additional insured on the attachment to the certificate of insurance, and/or if the primary insurance
endorsement is not attached, the City will not accept the certificate and a corrected certificate must be
furnished to the City.
11. Contractor/Developer agrees and stipulates that any insurance coverage provided to the City of Lodi
shall provide for a claims period following termination of coverage which is at least consistentwith the
claim period or statutes of limitations found in the California Tort Claims Act (California Government
Code Section 810 et seq.).
12. "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.
13. No contract agreement will be signed nor will any work begin on a project until the proper insurance
certificate is received by the Public Works Department. Please be sure your insurance company
sends this certificate to the attention of the Public Works Department.
J:F0RMSAN8URANC,D0C Rev. 8/30/02
Exhibit 2
Hams & Associates,,,
Shaping the Future, One Project at a Times,,
April 4, 2012
Wally Sandelin
City Engineer
Public Works Department
221 West Pine Street
Lodi, CA 95241-1910
SUBJECT: Proposed Amendment 1
IMFP Update
Dear Wally,
This letter serves as a request for a contract amendment in the amount of $30,000 for the
"Update of the Impact Mitigation Fee Program"dated March 29, 2011 betweenthe City of Lodi
and Harris and Associates, Inc. The amended scope of work and budget are attached.
The change in scope increases the fee for the project by $30,000. Table 1 shows a detailed
breakdown of the hours and costs for the contract amendment. Incorporation of the amendment
will increase the total budget from $451,190 to $481,190.
Over the past 12 months, we have been working diligently with the building and development
communityto build consensus on the structure and scope of the fee program. This has resulted
in significant additional and unanticipated work and delay to develop the final fees for water,
wastewater, storm drainage, parks, transportation, and electric. In addition, preparation of a new
Bike Master Plan has been added to the program. Some of the changes requested by the City
include:
1 Additional meetings and project management services
2. Additional cost estimating associated with changing project
descriptions and program scope
3. Additional analysis resulting from changes to the program scope i n
the areas of water, wastewater, storm drainage, parks, transportation
and electric.
4. Updating the master plans to be consistentwith the changes to the
scope of the fee program and adding the Bike Master Plan.
In order to complete these tasks, we request an amendment of $30,000for our team (Harris and
Goodwin), which we estimate would be sufficientto complete the project. The following
assumptionswere made in determining the amount of this amendment:
• Fouradditional stakeholder meetings.
• No further/additional changes to the fees or methodology
• Two additional rounds of edits to the IMFP document
• One additional round of edits on the Master Plans (beyond the City's first set of
edits).
• Completion of our work and adoption of the fee program in August 2012
Except as specifically modified by this amendment, all terms and conditions of the original
agreement between the City and Harris and Associates remain in effect. Additional services will
be billed on a time and materials basis with a not to exceed amount of $30,000.
2316 Orchard Parkway, Suite 120 Tracy, CA 95377 209.833.3310 f.209.833.1624 tracy@harris-assoc.com
Lodi IMFP Update
Page 2
Please feel free to email meat aboulev(@harris-assoc.com or call twat 209,833.3310 1 you
have any questions.
Sincerely,
04 ?--
RL
Alison Bouley, P.E.
Project Manager
Bob Guletz, P.E.
Project Director
NI Harris & Associates
Table 1- Amended Exhibit B Estimated Work Effort and Cost
City of Lodi
IMFP Update
Harris & Associates
Task No.
Task Description
Harris & Associates
Goodwin
Consulting
Total Cost
Project Project
Manager Engineer
Project
Manager
Associate
8
Modifications to Impact Fee Program
Modify Storm Drainage Fee Calculations
4 6
4
4
$ 3,060
Modify Parks costs, calculations and study
4 6
4
4
$ 3,060
Modify traffic Costs and fees
4 4
4
4
$ 2,820
Review water methodology and update fees and studies
12 12
8
8
$ 6,880
Review wastewater methodology and update fees and studies
12 121
81
8
$ 6,880
Additonal Meetings and Project management
121 81
121
81$
7,300
Total Amendment
I
I
1
1 $ 30,000
1. AA#
2. JV#
FUND # BUS. UNIT # ACCOUNT # ACCOUNT TITLE AMOUNT
A. 3251 5037 Reimb-Measure K $ 50,000.00
SOURCE OF
FINANCING
$ 50,000.00
B. 325 325315 7323 Bike Master Plan 50,000.00
USE OF
FINANCING
7. REQUESTIS MADETO FUNDTHE FOLLOWING PROJECT NOT INCLUDED IN THE CURRENT BUDGET
Please provide a description of the project, the total cost of the project, as well as justification for the
requested adjustment. If you need more space, use an additional sheet and attach to this form.
Amendment to the professional services agreement with Harris and Associates for the Bike Master Plan related to the Impact
Mitigation Fee update.
If Council has authorized the appropriation adjustment, complete the following:
Meeting Date: , Res No: a Attach copy of resolution to this form.
Department Head Signature:
Deputy City Manager/Internal Services Manager Date
Submit completed form to the Budget Division with any required documentation,
Final approval will be provided in electronic copy format.
RESOLUTION NO. 2012-39
A RESOLUTION OF THE LODI CITY COUNCIL
AUTHORIZING CITY MANAGERTO EXECUTE AMENDMENT
TO PROFESSIONAL SERVICES AGREEMENT FOR
DEVELOPMENT IMPACT MITIGATION FEE PROGRAM
UPDATEAND FURTHER APPROPRIATING FUNDS
WHEREAS, on March 16, 201 1, City Council approved a professional services
agreement with Harris and Associates in the amount of $451,190 to update the
Development Impact Mitigation Fee Program pursuantto adoption of the 2010 General
Plan; and
WHEREAS, over the past 24 months, the project team has diligently worked with
the building and development community to build consensus on the structure and scope
of the fee program, resulting in significant additional and unanticipated work and delay to
develop the final fees for water, wastewater, storm drainage, parks, transportation, and
electric. In addition, preparation of a new Bike Master Plan has been added to the
program; and
WHEREAS, staff recommends executing an amendment to the professional
services agreement for the Development Impact Mitigation Fee Program with Harris and
Associates in the amount of $30,000 and appropriating funds in the amount of $50,000.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
authorize the City Manager to execute Amendment No. 1 to the professional services
agreement for Development Impact Mitigation Fee Program update with Harris and
Associates, of Tracy, California, in the amount of $30,000; and
BE IT FURTHER RESOLVED that funds in the amount of $50,000 be
appropriated from Measure K Bicycle Program Non-Competitivefunds.
Dated: April 18, 2012
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hereby certify that Resolution No. 2012-39 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held April 18, 2012, by the following vote:
AYES: COUNCIL MEMBERS — Hansen, Johnson, Nakanishi, and
Mayor Mounce
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — Katzakian
ABSTAIN: COUNCIL MEMBERS—None
I JOHL
City Clerk
2012-39