HomeMy WebLinkAboutAgenda Report - February 16, 1994 (39)(*:)
CITY of Looi
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COUNCIL COMMUNICATION
AGENDA TITLE: Approve Contracts for Professional Services for Freedman,
Tung & Bottomley and Mundie & Associates for the City
Revitalization program
MRMXG DATE: February 16, 1994
PREPARED BY: City Manager
RBCOIN ENDED ACTION: That the City Council approve the attached contracts for
professional services for the urban design firm of
Freedman, Tung & Bottomley (FTB) and for the land use
and economics firm of Mundie & Associates.
BACKGROUND INPORMATION: The City has hosted four public Workshops with downtown
revitalization strategies and grand boulevard/city
entrances as the main topics. The workshop process
began in September, 1993, with the first symposium
attracting approximately 100 attendees. Since that
first meeting, momentum has been building for the City
to embark on a Master Plan for Downtown and a beautification program for Cherokee
Lane.
The City is beginning to see an increase in vacancies in the downtown area. The
vacancies amount to a tremendous amount of square footage which will continue to
have a negative impact on the existing businesses in downtown. Existing businesses
in the downtown area are extremely concerned about the future of Lodi's "heart of
the City."
Michael Freedman, Principal of Freedman, Tung & Bottomley, has met with City
officials and staff and has presented workshop sessions for the public. Mr.
Freedman's ideas and suggestions for downtown revitalization have been met with
much interest and enthusiasm by those who have had the opportunity to hear him or
speak with him at the various workshops. Freedman, Tung & Bottomley has a
successful track record for downtown improvements; one of which is Castro Street in
Mountain View. Exhibit A is a summary of notes from the January 31, 1994 Scope of
Services workshop as presented by Mr. Freedman. FTBIs Scope of Work for a Central
City Revitalisation Program (Exhibit B) will not exceed $81,131 unless the City
requests additional services not included in the Scope of Work.
APPROVED
THOMAS A. PETERSON �K.rclod Pap*,
city Mer"W
Appraw Contracts for professional Services for Freedom, Tung i Bottoeley and
Mundie i Associates for the City Revitalisation program
February 16, 1996
Page Two
Susanne Lampert, vice president of Mundie and Associates, submitted a proposal
(NALbit A) to the City of Lodi for their services in association with FTB. FTS
works with Mundie i Associates on a regular basis and often contracts for their
services. Ms. Lampert will assist Mr. Freedman in the Marketing Analysis and
Financing Strategy for the Central City Revitalization program. Mundie i
Associates costs will not exceed $18,000 unless the City requests additional
services.
V=ING: Hotel -Motel Tax
Respectfully submitted,
Thomas A. Peterson
City Manager
Prepared by Janet S. Keeter
Administrative Assistant to the City Manager
TAP:br
Attachments
CCDM-018/TXTA.07A
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Jennifer Perrin
Cky Clerk
February 16, 1994
The Honorable Mayor and
Members of the City Council
Please refer to the attached packet of information regarding the Freedman,
Tung & Bottomley and Mundie i Associates item, on tonight's agenda.
At the time the Council Packet was distributed, the attachments and exhibits
did not coincide with the text of the Council Communication.
Thank you. 41U-11 "Ij- 16V'k-6
Janet S. Keeter
Economic Development Coordinator
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CIN OF LODI
Jennifer
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COUNCIL COMMUNICATION
AGENDA TITLB: Approve Contracts for Professional Services for Freedman,
Tung & Bottomley and Mundis & Associates for the City
Revitalization Program
MEETING DATE: February 16, 1994
PREPARED BY: City Manager
RECONOWED ACTION: That the City Council approve the attached contracts for
professional services for the urban design firm of
Freedman, Tung & Bottomley (FTB) and for the land use
and economics ficin of Mundie & Associates.
BACKGROUND INFORMATION: The City has hosted four public workshops with downtown
revitalization strategies and grand boulevard/city
entrances as the main topics. The workshop process
began in September, 1993, with the first symposium
attracting approximately 100 attendees. Since that
first meeting, momentum has been building for the City
to embark on a Master Plan for Downtown and a beautification program for Cherokee
Lane.
The City is beginning to see an increase in vacancies in the downtown area. The
vacancies amount to a tremendous amount cZ square footage which will continue to
have a negative impact on the existing businesses in downtown. Existing businesses
in the downtown area are extremely concerned about the future of Lodi's "heart of
the City."
Michael Freedman, Principal of Freedman, Tung & Bottomley, has met with City
officials and staff and has presented workshop sessions for the public. Mr.
Freedman's ideas and suggestions for downtown revitalization have been met with
much interest and enthusiasm by those who have had the opportunity to hear him or
speak with him at the various workshops. Freedman, Tung & Bottomley has a
successful track record for downtown improvements; one of which is Castro Street in
Mountain View. Attachment A is a summary of notes from the January 31, 1994 Scope
of Services workshop as presented by Mr. Freedman. FTB's Scope of Work for a
Central City Revitalization Program (Exhibit A) will not exceed $81,131 unless the
City requ-ats additional services not included in the Scope of Work.
APPROVED. ��
THOMAS A. PETERSON
City Manger r*[yci*d P+Ptr
cc.I
.7
n
Approve Contracts for Professional Services for Freedman, Ttmg A eottaaley and
Mundie a Associates for the City Revitalisation Program
February 16, 1994
Page Two
Susanne Lampert, vice President of Mundie and Associates, submitted a proposal
(Hxhibit A) to the City of Lodi for their services in association with M. M
works with Mundie a Associates on a regular basis and often contracts for their
services. No. Lampert will assist Mr. Freedman in the Marketing Analysis and
Financing Strategy for the Central City Revitalisation Program. Dawdle a
Associates costs will not exceed $18,000 unless the City requests additional
services.
FMWING: Hotel -Motel Tax
Respectfully submitted,
Thomas A. Peterson
City Manager
Prepared by Janet S. Keeter
Administrative Assistant to the City Manager
TAP:br
Attachments
CCDM-018/TXTA.07A
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9 ® ATTACiAKWT A
"CENTRAL CITY
REVITALIZATION PROJECT"
January 31, 1994
Presented by Wheel Freedman of freedman, Tung, and Bottomley (FTS) and
Suzanne Lampert of Mundie and Associates
Project area consists of Downtown, Cherokee Lane, and the neighborhood
between Downtown and Cherokee Lane. .
Mr. Freedman described the process of accomplishing the 55 tasks as listed in
his Scope of Services (see attached Proposed Project Schedule). The process
consists of gathering information from City staff about the project area (including
maps and demographics),. holding a series of work study sessions with the
Community, the City Council, and City staff. FTS then analyzes and proposes
recommendations to the Council.
Financing strategies and options will be studied by Mundie and Associates in
cooperation with FTB. Financing strategies will be used to project future
revenues for project costs. Mundie and Associates will also conduct a Market
Analysis to determine the City's business patterns and how Lodi's market
economics work.
City needs to make a $243 million dollar commitment to the Central City
Revitalization Project for implementation of FTB recommendations.
The final document will include:
• 3-4 recommendations for the City to implement immediately,
• policy change recommendations,
• key capital improvement projects,
• a Design Concept for Cherokee Lane, and
• a Central City Revitalization Program Document.
What will be the role for LDBA and Chamber in the Revitalization project?
• Workshop participation
• Possible creation of a special Task Force
Who pays the $243 million for anticipated improvements?
• Financing strategy package will explore options and provide
recommendations
• Actual Central City Revitalization Program by FTB will cost $81,131 and
Financing Strategy by Mundie and Associates will cost approximately
$18,000.
0
Who will work on projed from FTS?
• Michael Freedman will take the lead on the project and will conduct all staff
meetings, public workshops, and study sessions. He will bring staff to assist.
What is FTVs workload?
• Each partner takes on only 4 projects annually
What is the project timeline?
• The project will be completed by late August with a March 1. 1994 start-up
date
What type of recommendations will be made for the neighborhood between
Downtown and Cherokee Lane?
• Medium to long-term benefits will be recommended for neighborhood;
however, Mr. Freedman has no pre -conceived ideas without first touring and
studying the area
• Short to long-term benefits for Downtown and Cherokee Lane
Does FTB help attract new businesses?
• No, but Mundie and Associates will conduct a Market Analysis
What is the projected time -frame from start to finish of a revitalization effort?
• 5-7 years is optimal
Will the City invoke eminent domain to revitalize?
• FTB does not recommend eminent domain. This is Redevelopment Agency
issue which was discussed by Bili Carlsson of the California Redevelopment
Authority.
How do neighborhood businesses fit into the revitalization scheme?
• Depending on the business type, some businesses will benefit the
community by remaining in their original location (grocery stores), however,
other business types such as auto repair shops would be better off on a
commercial row with other 'like" businesses.
An Industrial Revitalization is a possible way to bring people and traffic to
Cherokee Lane (comment by Frank Winston, Comfort Inn Manager)
Business growth on the outskirts of town is killing Downtown
• Downtown shouldn't compete with big box retail, but should be trying to take
advantage of increased traffic brought to Lodi by big box retailers.
General discussion regarding the potential move of J.C. Penney's from
Downtown to Kettleman Lane and the impact of big box retailers on Downtown
merchants.
Keep the big box retail separate from specialty stores (restaurants, services, ...)
Downtown can offer incentives to customers in addition to personal service
C
I- :
Lodi Avenue is on the edge of Downtown but on the way to Downtown. It will
eventually feel the economic benefit from a revitalized Downtown.
Directions and signage leading to Downtown are a big problem. Where s
Downtown?
Politically difficult to legislate the prohibition of small businesses moving to the
"big box" retail areas.
Homeless shelter issue. Rather than kick the homeless out, make it a more
attractive area so that the homeless will be outnumbered. The rents will go up,
vacancy rates wig be down, and it will be a -safer area.
Parking issue, or a parking management problem?
• Most communities assume that they have a parking problem, yet it is usually
a parking management issue. Employees take the good parking spaces.
The City is in the: process of revising and adopting a new sign ordinance.
Would it be better to wait until the Master Plan is complete? Also, the ordinance
is City-wide and does not take into consideration districts or special areas of the
City. Is this recommended?
• It would be better for FTB if the City holds off on the sign ordinance because
FTEs will in all probability suggest changes.
• It is advisable to consider incorporating a Downtown element which will be
different from the rest of the City or parts of the City (Downtown as opposed
to Cherokee lane)
What is the most difficult aspect of a revitalization effort?
• Implementation of final recommendations
At what point during the study will the businesses know the costs?
• During the Financing Strategy
Is sales tax revenue an indicator of a successful Downtown revitalization?
• No, Downtown will never be a money-maker for the City. It is the heart of the
community and a place to be proud of as a destination point. It Is not like
going to a mall or a strip center.
C
E 71
ATTACHMENT 8
THiS ACRM MH a b mode by and between MM MAN '.UNC & DOTS MLEt s
California :min V nprfri a - ldpr whose odd" is 17 Meath Sheek Safe :900. Sat Ftamteblo,,
California. 514101 {hereinafter s eftsmed to as ' COMILTAN'!") std the City of tad!, City ib% 221
W. VIVA Stneel, trod!, CalikMik 95210 OWeieafter meferred to as "GLUM 1.
,D-10
A. CLENT is in the process of ev0satin g vada district revitalization posaf Otks
Qt geinsaw mefetsred to as the "F'rolm" and Is to Pesci of the $pow expernte of
CONSmTANT, sad for this purpose b senotng CONSULTANT to povide umbaat design
and urbsa plamtt Mvk�ea.
4 CArtS XTANT has agmd to pmovide such urban design and n:baan planning so etc es in
order to assist CLIEM in establishment and Implemeruatbn of a Central City
Revltaltzation hogrsm. The geographic wes(a) which CONSULTANT will study under
this AGRaMM is Downtown. Cherokee Lane, and the neighborhood in between
Downtown. and Cherokee Lane thereinafter refereed to as the 'ST UDY AREA.
NOW, THEREFORE, in consideration of the mcibb, mutual promises, covenants and conditions
herein, the parties agree as follows:
1. CWSULTAW Mar&Mfles. Upon request by the CL WIM CONSULTANT shall
pe. -,We to CLIENT professional ptwmfn& urban design and other related CONSULTANT
seevom in a000mdenae with the terns. of this AGRb'E~ AEWIr, as act forth herein and In E GTWIT
'A . Swpe of Services, and EXHIBIT B', CONSULTANT Fee and Comprnsation Schedule The
amv es art forth in OCHi rr W arc the Basler Service of thio AGREEMENT. Services other than
those ad forth in EXHiBIT W are ADDITIONAL SLRV[CBS.
2. CLIENT Ecum&Wft. Unless otherwise speclfWd in this AGREEMENT of In a Work
Order signed by CLMYT AND CONSULTANT, CLIENT shall be responsible for the following:
J6 PtovWng to CONSULTANT base data Inciuding maps, planning information,
civil engineering, and Reotechnicat hydrologic, utiNy, market, shopper, merchant, or any
other Mevmt surveys. CUINT aclatowkdgcs that CONSULTANT will be entitled to rely
on the 80MA I of esti information suppited to it by C[ M14T.
b. Organisation and c ootdbutbn of City CaunclL Redeveaopment Agency, and any
other public mceftV and pwetntatitm.
C. Assistance in the evah atbn of tate fiscal bnpitcations of proposals.
d. Coordination between the CONSULTANT and development/ design teams on
other proWN within the STUDY ARILAL
C. Coordination with other relautd agencies and entities.
S. CLUM Dxkd BtVmHmjjUm The CLIENi' shall designate in writing a person to act as
CLIEWs mTrewwattve with respect to the C'.ONSULTANTs KTvkw to be perforated under this
ACRERMENT. and such person shall have cwmplete authority to transmit instructions. receive
informatloa interpret and define C1JEX 's policies and decisions with respect in servlcts carersd
.,� �aM�v+�f��-��d' .,... -. .. .. ,. ... .. -,. - .res :t++reays'*.'eraR•s: �:., •,�.,t;. 3, '�:" ,,... ,ri' :;»ns, . .
E
PROFESSIONAL CONSULTM SBRVICBS AGREEMMNr Page 2
by thb AGRIUMO T.
d. It Is mgmd said a idetstood by CLlIZ TP and.
CONSULTANT that Mkbod Pteedman will be the PHndpsi fn ChmzW of the work set out fa
F�CMWr •A . Any champ in the Pdmdpsl In Chmp shat! be w 0d to apponai by the CLIENT.
& ` . As posided in 1CHl8fir •A' CONSUi.TANT may utfte the aattof
subconsultsab (sa& w nu rink hafftc sed/or engfneeft eonsnlbnId to wWk ttnke specific work
tasks. Ping for service povided by vubcomubnhi6 identified In ts'7Oilti r -9. shall be
couTeneated m act forth In,ECIitstl"Ir.
b. Thi AGRMZMWiT stay be bundnated
at any !true by dtber patty upon W" seta+ 0 days notice bt writing,
7. MNSMTANT Fart1dolon In Pdyata CONSULTANT agues than R shall not
participate M private devetopabrt projects is the STUDY AREA during the tact of thb
AGREEMERT without obtabntng prior wrfttm approval hom CL ENT.
a. CONSULTANT imptem and warrant to CLIENT that it has all
bmvu % permits, quallikatim and spprovab which are inquired for CONSULTANT to practice
Its ptofessba. CONSULTANT reptesmts and waeraats to CLIENT that CONSULTANT sha% at
its sole cost and expme. keep in effect at sit thno dulling the tont of this AGREEMENT any
Lowms, perwita, and approvals which are teph ed for CONSULTANT to pactke its prof ukm
9. Mme. CONSULTANT shall devote such time to the perforanuue of service pursuant to
this AGREEMENT as may be remombty necessary for satisfactory perbmance of
CONSULTANTS obvgatbm prusnant to this AGRISRAENT.
110. Indewndent C014SULTANT. CONSULTANT and CLIENT agree that CONSULTANT b
an bdepodai+t eor,traetor with respect to CLIENT aid that the povisbns of this AGREEMENT
are rat intended to create the w1albaship of empkgw/employee between. CLIENT and
CONSULTANT.
11. MMMANT Not An AMM. Ilmm" as set beth in this AGRzWwENT or as CLierr
may specify to wrk CONSULTANT dun have no authority, oqwm or fnpUc4 to ad as an
&gent on behal of CIM4 T or to bind CilWr to any obligation.
12. . CLIENT and CONSULTANT, ttspectivey, bind thmmim, their
offlorrm, put -to . employem hers, successors, assigm and kpl repremeatives to the other party
to thb AGREEMENT and to the officers, partners. employees, helm, successors, assigns and legal
representattve of such other pulp with respect to each and eveiy covenant of tts ACR.EEMENNT.
Neither CLn!NT nor CONSULTANT sh&D assipu subkt or transfer any Interest or obfigatbri in
this AGREEMENT without the written consent of the other.
13. Permnel. in the eve, 1 that CLIENT, In *a sole disctetimt, at any time during the tercet of
this AGREEMENT. desk" the removal of any of CONSULTANTs personnel CONSULTANT
shall lumaedlately upon mvdvtng notice hem CLIENT of such desire nvww such person(s) hum
the Project.
Ser'
C71
PROFESSMNAL C 4SULTM SERMES AGRE D41W Page 3
14.CONSULTANT &hail perbtat all mvlaes tegWmd pntst , -to
this A 1'1' fA the MINNOW 8041 waordfag tostandards obsaed by s compOWA
psK*loem of the pnAnsbn is which COMULTANT is eiWp lA the Eeogrephlnl ares In
whkb COMILTANt practim its peosesior- AN Instruments of service that COTISULTAM
dditres to CLIENT pmteaat to Ills AGRE01fSNr"be ptepar d In a pealessimal and
woslaia01l1oe awa+ee and eo0lbera to the standsnds of gnaWp 0osmsii)r observed bye persoat
ptaxtklt�
In CONSOLTANi1& peck inw.
15. jmmum The CONSULTANT shall obtain and taaintaln during the paled of this
AGR8S1T public UsbWy and propesty demsge kwutaaee as folbwar
PUEUC LIA1s[LftY: SIJO MW
Pi00t' M DAMAC6: SIJ00 ow
16. GMzmMCaW ftaktians. To the extant that this AGREEMWr may be funded by fiscal
asslrtence hum another governmental etttty, CONSULTANT shall comply with applicable rules
and regulations to whlr]n tMff Is bound by the terms of such fiscal assistance progum.
CIMM aasees to provide CONSULTANT with such rules and regulations.
17. ikotas to Scooe No substantial changer, as determined by CONSULTAND in
the scope of work as ddatbod in ®IMIT'A' shall be made without prior written approval of
both CI [SIT and CONSULTANT. Changes N the scope of work resniting in ADDMONAL
SERVICES wfltbe tebabuwed at CONSULTANTs howly billing Cates as set forth in EXHMrl 'W.
or as set forth In an ewcWork OndQ CONSULTANT &hall also be reimbursed for its
R I BURSAKX COSTS,, a tet forth in IEXHMI T T.
IL The ser►tcett of CONSULTANT are to commence no beer than five
days after a wistbn of this AAMMMENT. No written notke to commence work will be
wombed. CONSULTANT agrees to carry out the work as egelitbusly as is consistcat with
apprvprta9a professional procx um&
19. Mh Ndb& taslaM dbpnlea or other matters in question between the patties to this
ALIT arising out of or n1a ttrg to this ACRREMIENT or brach thereof, shall be subject to
tnetWtbn conducted ander the stupkes of a recopnixed neutral thh+d-puty professional
arnedistbn sero in a good filth effort to negotiate a resolution of the dispute, prior to
undedelft any, irgal setbtc The selection of the mediation service shag be acceptabic to the
parties and the cost of the amdisttarr servk+e $MR be borne equally by the pernes.
2Q SII. The CONSULTANT sluff be compensated for any time inwlved to any
ictal sot m wbete CONSULTANT is not s party, for pQepaling to serve or serving as a witness,
at the request of or on behalf of CL18NT in connection with CONSULTANT& work under this
ACRMWIINT. Such compensation shall be to addition to the ma7dmum fee specified to this
AGR�T.
21. Qz=hiu and Use of m_ ttMres and Ohne pgl@O, The Ct1ENT acknowledges
that the CONSULTANT& plans. reports and other documents an instruments of pmk%sional
aervk+ts for use solely with rerpect to this Ph*cL The plana, rep Me and other documents
prepared under this AGREEMENT shall become the Property of the CLIENT upon completion of
..�.., NT�i�•1�6V� r..-", -:ar .�. _ . .i . �� .1. � '�S'. - a:F . �4-a:r�f.��;,1, K, ,.....: r";�� +�� ��1,41 ,
MW
PROtBSSIONAL CONWLTING SERVICES AGRBBMBNT page 4
Mb Project and Upon Payment of all sntomta due the CONSUL TAM: The CONSULTANT,
however doN be deemed the authorof these doau:a alts aaa mall tdda all ooaauon law,
afatatoay and caber silletved VW to hhduilkS the copyright.
Should the CLM T or any other petioo, firm or legal entity vM wase or trtodify the
CO� pCLlMrIB � documents or other docvaNs prepared under ells ACRBMWM T, for other
caatplethS the the CUNVT agaves to Indemnify, deiced and
kola the CONS XTANT hsrmim boat and amt guy and all cisme, situs, demarids, losses
and erpe ws6 hdnding rwonable attorneys' fees, accru ft or rig to my and alt Persons,
Arras, or any other legal cirtity, art seroma of any datrage or km ieproperty or perraths,
hhrhreNng loath, arbing oat of such aaanthodsed vM Tease or ahodlHdtion of the
CONSIRTAI'JTs plans, reports and other doawenft otcep what the COIVSULTAMT is bund
to be soidy liable for each damages or losses by a ghat or burnt of aomnpetent jarlsdlctiom
2L 131n The CONSULTANT and Its snbaamattwo shill have no
mPomtbilitY for the discovery, presence~ hurdling, removal or disposal of or exposure of persons
to hantdons materials in any forst at the Traject a8e; hrchtdittg but not limited to asbestos,
ssbestm ptodacta, Polychbrinsted biphe ryl ft`CM or other tarde substances.
Yt. M11331C11021 Me&BILThe CONSULTANT shall rat have andel over or
charge of and shall not be MPoreftle far constmctbtt messes, methods, ca,
psequences
moedu n*, or far safety pr+ecautiom and peogtams in cosaec*m with the p, no or
CONSULTANT shall not be responsible for the C=hatto>'s schedules or hilune to carry out its
duties- The CONSULTANT shall have no conWI over or charge of acts or omissions of the
Coetractor, Subcontractor, or their agents or empbyeas, or of any other person pedormnS
portions of the Wot IL
24• HUMHEMdM The CONSULTANT shall hold the CLIENT harmless fman all calms of
third Pollee for damages gaiting out of the sole m ftmt act or omissions of the
CONSULTANT and it agents.
2S. AttOM'32: Ma- Should any legal Prooeodbrg, bhcrudit nwmd}dbk be aomasenwd
between the parties to this AGREEMMT ..I - g to enforce any of its Provt bm, tncladhe g, but
rot Heaped to, the fee provision set foal in lixITMiT B", the pmvaiitng Folly in such proceeding
shall be entitled, to addition to such other :elle( ss may be granted, to a reasonable sum for
attorneys' lees which shall be detemined by the coon or forum in such proceeding or in a
separate action brought for that purpose Por purposes of thh provision, "PM",jjMg party' shall
bu lude a potty which dismiasm an action for recovery bemurier in exchange for "Merit of the
ser allegedly due, perhm ance of covenants ~iy brached, or consideration substantially
equal to the relief sought In the actlou or proceeding.
G21L
MMMLUN. This ACRIMVENT shaU be governed by the law of the State of
27• 11flsL,rAlka, Nothing contained In this AGREEMENT shall date a cojd, ctual
relstbnshiP with or a cause of action in favor of a third party against elthcr the CLIENT or
CONSULTANT.
r.'%t',r'fy!*'t?'.. M •, r_ ; ... , .. � � _ � "� : i�� �.�"c'ke �.1+ >,. �k i�gKn, � .y�
PRO SSIONAL CONSULTING SBIMM AGRSIDV Off Page 5
2& 77da AG1t8P iT. wbkh bkhade BXHIdM W and W.:epoaefb
the a ibe swd brkgated t between the C JWr and the CONSULTANT aed wponwdes
an pbr Ag Dtbttoae„ mpesantstb= or sgvmn its„ either wdttcr or ool. lhb AGRB@ AMT
may pe *Kneaded only by written ieotn ment ataaed by both CUWr sed C1OlVS[J UN . U asy
hzm4 p owbbn or a xmlffl n of thb AGRfiattW b held lobe b vK void or tmeakomble by
a court or loran- of competent pnbdktbn, then dho remat ft povbbm"eonttmo in f H
fotoe cad dtett:
IN WPfNM WHBRWF, thb ACREEMENT b accented by FREEDMAN TUNG & BOTTOMLEY
and by the City of LodL
t]ated:
FREEDMAN TUNG do BOTTOM!"
Dated:
CITY OF LODE
AM•
F0E10NAI
T U M 6 0
00TT0MLEY
Urban Design 8 Planning
District Revitalization
Street 8 Plata Design
VIA FAX ,
December 16,1993
Ms. Janet Keeter
Economic Development Coordinator
City of Lodi
221 West Pine Street
Lodi, California
FAX#: (Z09X333-6807
qP EXHIBIT A
Re: Central City Revitalization Program - Scope of Services
CDear Janet:
We are pleased to enclose our Scope of Services to assist the City with the preparation of a
Central City Revitalization Program. As we discussed, the Scope reflects your preference to
include the Downtown Core, the Cherokee lane corridor, and the downtown neighborhood
between downtown and Cherokee Lane.
The primary products of this project will be as follows:
1. A Community Workshop Process - including four public workshops, four meetings with
City Staff, and two Council Study Sessions.
2 A Central City Revitalisation Strategy - that will include recommended policy changes,
key capital improvement projects and City actions and/or programs needed for
revitalization of the Central City area. Revitalization strategies will also be developer)
for Downtown and Cherokee Lane. We will address the long-term benefit of the
overall program on the residential area located between Downtown and Cherokee
Lane.
3. A Design Concept for Cherokee lane - that will improve the visual appearance of the
thoroughfare and help to stimulate new investment there.
4. A Daumtmn Catalyst Project - To implement the highest priority actions identified in
47 Kemp Street
Sate 500
San rnnafcq G
94109-5511
415 7919455
u
. .-. �!j'er11Ft��„�,Il;+�Ye:..tTL �; 7.'•:"ic='i�:' .. - .yiyYis':vfr.'dj
the revitalization strategy for Downtown, the concept design for a "catalyst project"
will be completed This will define the most effective means for focused public
investment to stimulate private investment in the Downtown district.
S. A Central City Revitalization Pmgmm Do ww* - will be prepared that represents the
completion of the entire concept development phase of the Central City
Revitalization effort. The Program document will describe all recommended
strategies, design and planning concepts developed during the project. It will contain
all drawings and diagrams produced during the project, and will reference all
workshop products.
The objective of the Central City Program will be for City Council to approve ('in concept)
the contents of the Program document and direct City Staff to implement the highest
priority program elements identified as next steps in the process.
At your request we have also directed Suzanne Lampert of Mundie & Associates to prepare
a Scope of Services for the preparation of a Central City Revitalization Program Financing
Strategy. Their Scope will address the pros and cons of establishing a Redevelopment
district, consider the relationship of the Central City effort to major commercial development
in other areas of the City, and will also include some time to collaborate with us in a meeting
or two on our assessment of market opportunities and constraints for the study area; Task #5
in our scope represents a brainstroming session with Mundie & Associates. Since I am gong
to be on vacation during Christmas and New Years (Dec 20 through Jan 4), I have asked
C Suzanne Lampert to submit her Scope directly to you. If it meets with your approval, and if
the project budget is acceptable, I will review their proposal when I return.
If you have any questions, or if you would like us to re -scope a project with different
boundaries, or with modified services, please call Terry Bottomley at our office.
W' ping you and the folks out there the best this Holiday Season,
Michael Freedman
a
.Central City Revitalization Program
Freedman Tung & Bottomley
Michael Freedman
as of 12/17/93 800am
Dotes
Scheduled Start:
1/10/94 Main
Scheduled Finish:
7/6/94 4:00prn
Planned Start:
NA
Planned Finish:
NA
Actual Start:
NA
Actual Finish:
NA
Start Variance:
Od
Finish Variance:
Od
Duration
Scheduled: 127SM Remaining. 127SM
Planned: Od Actual: Od
Variance: 127SM Percent Complete: 0%
Work
Scheduled: 742Sh Remaining: 742Sh
Planned: Oh Actual: Oh
Variance: 742Sh Percent Complete: 0%
Costs
Scheduled: $81,131.00 Remaining. $81,131.00
Planned: $0.00 Actual: $0.00
Variance. $81,131.00
Task Status
Tasks not yet started:
Tasks in progress:
Tasks completed:
Totai Tasks:
Notes
57
0
0
57
Resource Status
Resources: 15
Overalkrcated Resources 0
Total Resources: 15
Assist the Lodi community to develop a shared vision for the future of the Central City area. Work with
the public, elected officials, and City Staff to develop a strategy to achieve economic and physical
revitalization, and define an action plan that serves as a road map for a focused revitalization effort.
Overall, conmplete the conceptual phase of the Central City Revitalzation effort, and publish a program
document for communtiy review.
�TEiS: `.;.,y+da*: •s..-m+a. .. z , . 1.- t :n :ii+'°ri't!Sn5;^"-' �'3' :'.� �� ; t 'sk 1 0 �`�.3 c �.
n
Central City Revitalization Program
Proposed Project Schedule
ID
Task
Januml
Februry
Match
Alung
July
Aulad
1
Collect and Review Background Information
Ip
I
'
'
,
'
,
'
■
w
I
'
'
2
Rev existing land use & development info
3
Rev circulation, traffic, transit & parking info
4
Rev Public facilities & Improvements info
5
Analysis of market opportunities & constraints
6
Prepare Base Maps (receive aerials & zoning map from City)
7
Site Reconnaissanoe & Photography
8
Define Central City Problems & Opportunities
9
Existing Conditions Analysis Diagram
10
Architectural Context Diagram
11
City Staff Meeting & Public Workshop Ml - Central City
12
City Staff Meeting (day)
13
Public Workshop (evening)
14
Develop Recommended Revitalization Strategies
15
Downtown Revitalization Strategy
16
Cherokee Lane Revitalization Strategy
17
Ovaall Dntn Neighborhood RevitAbzdan Strategy
18
Prepare Revitalization strategy diagrams
19
City Staff / Public Workshops #2 - Central City
20
Meeting w/ City Staff (day)
21
Public Workshop (evening)
22
Modifications/Refinements
23
Modify Revitalization Strategy
24
Modify Community Design Framework
25
Joint City Council / Planning Commission Study Session
Project: Central City Revitalization Prc
Date: 12/17/93
Critiai �® Progress Summary a
Noncritical Milestone + Rolled Lip Q
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City Council Study Soria►
Central City Revitalization Progratnt
Proposed Project Schedule
Tanmff I Fehrnuv I Mardi
Project: Central City Revitalization Prc Critical P!Oipess I S11°1°tarl'
Date: 12/17/93 Noncritical Milestone Row up Q
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City or Lodi
Central City Revitalization Program
Project Tasks Task Budgets
ID
Task
Total
Cost
50
Pre are Central City Revit program Docum
$9,680.00
5i
Draft Text
$4,600.00
5?
Graphics: Photore ro coord c D&ste-ur
$1,100.00
53
Format Toxt
$2,900.00
51
Orchestrate document production
$480.00
55
City Council §tudy Session
$1.000.00
56
5T
Miscellaneous Pr ect Consulting A-Admin.1
$6,916.00
59
Miscellaneous Proiect Costs
$5.500.00
11
EMIM S
t /•I .'• •
Z) JASOM COWULTANT he shall be based on the performance of each of the teals
set forth in EXH1333T'A7, not to exceed the total sun of $81.131 kcJbdtng PROJECT COSTS as act
forth in this Scheduk: BMft and payment shall be based an hourly rates and PROJBC'T COSTS
as set loath bebw.
2) CONSULTANT shalt submit monthly invoices for sc:rrices peeboamed and
PRO]BCT CM incurred. Bach Invoke Is due and payable by the CLIENT an presentatiou and
fo past due tbkty 63d1 clays teem invoice date- Any bfWng disputes shall be btuought to the
attention of CONSULTANT within fourteen (14) days of billing paveentatlow U CLIENT fails to
timely brieg a billing dispute to the attention of CONSULTANT, CLIENT waives the rtght to
dispute the amount billed.
An interest cbmW of 10% anrn d per%entage rate may be added to overdue accounts. Interest
charges will not be added to amounts that were hwwrately calculated by the CONSULTANT. If
accounts are unpald forty-five (45) days from the date of billing, work may be halted at the
discretion of CONSULTANT until payments are made current. In addition, the CONSULTANT
reserves the rlgbt to withhold delivery of work product or extend time limits applicable to the
performance of thio AGREEMENT In the event of delhupwr t receivables. The CONSULTANT
shall not be bdd responsible for any damages due to halting work or withholdtal; work product.
3) Additional services shall be compensated at CONSULTANTS
hourly rates pursuant to Paragraph Six (6) of this WWI BIT. CLIENT shall not be obligated to
make payments for ADDITIONAL SERVICE pursuant to this AGREEMENT unless such service
and I price U P- Ao:e is set forth In an executed worts aider or autborized in writing by
4) TFsRMINATtC>ri OF SERVICES. In the event service are terminated, through no fault of
CONSULTANT, by either party CLIENT shall compensate the CONSULTANT for all outstandfog
fees and PROJECT EXPENSES incurred for work completed prior to CONSULTANT s receipt of
notice of termination. CONSULTANT shall also be entified to recover Its costs of preparing
documents and files for delivery to CLIENT on the basis of billing rates established in this
bXiUW. CONSULTANT shall maintain adequate logs, time sheets and records to verify lees
and PROJECT COSTS incurred.
S) SUBCONSUI.TANTS. Fees of subconsultants retained by CONSULTANT shat be paid by
CONSULTANT from Its basic fee as set forth in Paragraph One (1) of this EXHIBIT.
6) HOURLY tiAT&S. Thr professional services performed the fee schedule shall hm
Principal-Cesign, Sipervisian, Manning
$130.0(1 per hour
Principal -Project Development
$105.00 per hour
Associate -Product Supervision
$80.00 --er hour
Associate -Product Development
$70.00 per hour
Design Draftsman
$60.00 per hour
��.s tlTrti:3
r�-.-�..................._.. ... ._.._..__ _. ._.__......... __....._........,,w_,...��.P�+s.Knvrsr•'keS A. W�fnr^,S�'YaT#s:��y'+��� aaxs� �s¢ -
SIV
L71
E
L,
CONSULTANT FEB AND COMPENSATION SCHEDULE PAGE 2
Drafbman 560.00 per hoar
Pmject Aunt 536.00 Pct' b=
Data Base operator $40 00 Per how
Tecbniad Secretary $0 per herr
Office Assistant $w00 per !row
s
7) rRQMCt' CCGM In addition to the hourly rate charged, the fo* wlna shdi be charged
as PRCgBC.r CCOM
Documem dupdicati . meamerger services, page sr+d baxwM+& bft dbwnee
tetcpbone calls, t mvl expenses for out -of -office, services, special egnipnmd
charges, desktop pubUddn& office archives and database: governmental plan and
other Impeetbri fees, experaes for rendectagr, nwdeis and mock-upe ngpes od by
CLIMT, expenses for additknW iaaarance coverage or limits; ImIuding
professional Iiability insumnoe, requested by the CLIENT in access of thot
normally carried by the CONSULTANT, and/or associated with camracts to
wbcortsultaMs, pins other out-of-pocket expcmes rMoasbly required in
pesfomianee of services for the Project.
EXHIBIT S
y.;�wy��.�..CM+�'�.r'�uk«+�y�a�StSu sS.`+:9�s't:� Y� ... .' Y' . �: .. .. ...'..�; ±y�;.�r.'Bw,.i,� Rt .•.�K t�-" �M'� ',�y _ ck �t -
!r qW
A♦ JAV�Y'�i'1►\ V
I
CONTRACT FOR PROFESSIONAL SERVICES
TINS AGRIEBdENT, made and entered into this _day of--___, 1994. by and betsreett
the CITY of . hereinafter called *0 CMJ and MUNDM A ASSOC,TA7= an economic
oonadpng fim located in San FrancisM Caliillim , he eirafte r called CONMTANr.
W>Ei MEAS, the cnY desires to contract for artant prOssional work to ....
WHERBAS, the CONSULTANT is willing to perform said professional work and represents to
the CrTY that it is qualified by training and experiance to perform said work,
NOW, TAEREFORF, in consideration of the fa"I performance of the tam conditions,
promises and covenants set forth herein, the parties hereto agree as follows:
Article 1- Employment of CONSULTANT
CITY agrees to and hereby does retain and employ CONSULTANT to perform the professional
services set forth herein.
Artick 2 - Project Coordination
A. The Economic Development Coordinator shall be the representative of the C T'Y for all
purposes under this agreement. The Coordinator is hereby designated as the Project Manager
for Cha CITY.
B. CONSULTANT shall assign a Project Manager to have overall responsibility for the progress
and execution of this agreement for CONSULTANT. There shall be no substitution of person-
nel without advance written approval of CITY.
Artick 3 - Scope of Work and Deliverable Itetm
The CONSULTANT shall provide services as set forth in Exhibit "A', attached to and part of this
agreement.
Article 4 - Compensation
A. CONSULTANT will bill MY for actual time and material expenses monthly. CONSULT
ANTS charges shall reflect rates shown in Exhibit \B", attached to and part of this agreement.
n'%+ N`��`�':ti.;`y..�r:�.i-.%ii�`d?�.`t'J.3`�S!{:"��°;'§'�1�..�r.':'.�'•`..��*��"6� ,M,�y;�y xr� �
El
ft
B. CITY will pay brioices within 30 days of receipt.
C. Total compensation to the CONSULTANT t1ta11 not aweed the amount shown in Exhibit •A'
Without prior approval of aff
Article S. Schedule
The CONSULTANT shall make a good faith effort to complete the Work proposed according to
the following schedule:
Article 6. Meetiaga
CONSULTANT will attend and participate in a total of up to three (3) meetings with staff during
the course of the work CONSULTANT will attend additional meetings if requested by CITY and
given reasonable advance notice. Any such additional meetings will be dmrged on a time and
expenses basis.
Article 7. Tasurance
A. CONSULTANT shall be responsible to provide autornoWle, Workers' Compensation, business
liability and such other insurance it desires to protect itself and its employees at its own
expense.
B. CONSULTANT shall defend, indemnify and hold harmless the CITY Council. MY stag its
Commissions, agents, servants and employees from any death, or injury to any prion, or
property destruction or damage resulting frann CONSULTAM's activities as required by this
C. If the provisions of this agreement are expanded or changed by ameadmemt or modification,
the provision of this article shall be reviewed to determine whether additions! insurance is
necessary to protect the CRY.
Article S. Termixation
Either party to this agreement may terminate this agreement at any time. without cause, upon IO
days' written notice of discontinuance and termination of said agreement given in writing.
The CRY may, at any time, at its discretion, abandon or suspend any portion of the work being
done under the terms of the agreement.
fn the event of the abandonment or suspension of worts for which professional services have been
performed under this agreement or in the event of the termination of this agreement. the
CONSULTANT shall stop work on the project as soon as work then under way can be brought to
2
M. ,
a termination and documented. The CONSULTANT ifWl acceA as SA payrnernt for service
reridered and for all work to be done and perfonried, hereunder or done and pa fix. prior to the
dibctme date hereof and W complete saisfitclim of arty and AN dWm Bobo said MY aexsuntg
bytema of voluntaty abWorimeid or suspension of work or termhmCm of the coal act. the
sum determined on an hourly basis in accordance with the provisions of this agreement or any
UMXfifiC@dM Or WrAWAh'00t thereto, plus all d*uvd el rp P a P a israsmedthat the CONSULTANT' is
"etopay, including don expe 1p--@ incurred which are dee attributable to the uncompleted
portion of the work winch could not be canceW. The fee on an hourly charge tate basis shall not
oweed the amount of the fee that would have been paid if the work had been complete&
In the event of termination. CONSULTANT shah deliver or otherwise make availabic to MY
copies of all data, reports, estimates, summaries and other such information and materials as may
have been accumulated by CONSULTANT in performing this agreement, whether completed or in
process.
Upon termination, pursuant to this Article, CITY may take over the work and prosecute the same
to completion by agreement with another party or otherwise. Any work taken over by MY for
completion by MY will be completed at Cars risk and CM will hold CONSULTANT harmless
form all claim and damage arising out of improper use of CONSULTANTS work.
Article 9 - Ownership of Documents
Notes, studies, charts, computations and other data, together vAth information obtained from
CONSULTANT shall be made available to the MY by the CONSULTANT upon CrMs request.
Article 10 - Independent Contractor
The CONSULTANT is an indeperAent contractor retained by the ClTY to perform the work
desmibed herein. Personnel employed by the CONSULTANT we not and shall not be deemed to
be employees of the MY The CONSULTANT shall comply with all State and Federal laws
pertaining to employment and compensation of its employees or agents, incWing the provision of
Workers' Compensation. The MY shall not, under any circumstances, be liable to
CONSULTANT or any person or persons acting for it for any death. injury or property destruction
or damage received or claimed relating to or stemming from the activities undertaken pursuant to
Wsagem"t
The CONSULTANT may have access to the public records and public, files of MY agencies
which are necessary to the performance: of CONSULTANT s obligations under this contract.
Article I1- Assignment
CITY is catering into this agreement in consideration of the rendition of the services required
herein by CONSULTANT. CONSULTANT shall not assign any of the dutiM responsibilities or
3
A
obligations of this contract to any otter firm, cora ray, entity or ind'ivi lwda except with the
acpren written oonsant of CITY.
Artide 12 - Notices
All notices her ewider shall be given in waiting and rmr7eek postage prepaid, addressed as fbDows:
To CITY: Econonnic Development Department
721 Weal Pine Street, P. O Box 3006 ar0�ef aa+dilrrQs w P+O by
Lodi. CA 95241-5634 -
To CONSULTANT: Mundie cit Associates
3432 Sacramento Street
San Francisco, CA 94119-1914
Article 13. Interest of CONSULTANT
CONSULTANT covenants that it presently has no interest, and sball not aegWm any interem
dined or indirect, financial or otherwise, which would conflict in any manner or degree with the
performance of services under this agreement CONSULTANT further covenants that, in the
performance of this agreement, no subcontractor or person having such an interest shall be
employed. CONSULTANT certifies that no employee or subcontractor who has or will have any
financial interest under this agreement is an officer or employee of CT1T. It is expr+escly agreed
that, in the performance of the services hereunder, CONSULTANT shall at all times be deemed an
independent contractor and not an agent or employee of CITY.
Article 14 - Time of the Fssmce
Tame is of the essence in the performance of this contract. No waiver by either party hereto of the
nonperf m mat ce or any beach of any tern, provision, condition of this agmement, or any default
hereunder shall be considered to be or operate as a waiver of any subsequent nonpetfontnance,
breach or default
Article 13 - Binding on Successors
This agreement is binding on the heirs, successors and assigns of the parties hereto.
Article 16 - LTstension
This agreement may be extended for an additional period of time determined in writing by the
parties. In the absence of any modifications or amendment including in the written extension. the
terms and conditions of this agreement shall be applied to any extension.
qP
Arlick 17 -Amendment
This agreement may be annaxK modified of clanged by the puha+ provided flat Said amend-
ment, modification or change is in writing and approved by the authorized tepteweadve of the
parties. i
Article M Attorneys Fees
In the evert it becomes tray for either party to bring a legal suit to enforce arty of the
provisions of the contract, the patios agree that a court of competent jruisdiCtiont may determine
and fix a reasonble suorney's fee to be paid the successful litigant.
IN WrrNM TAERDOF. the CtiY and CONSULTANT have executed finis agreement as of the
data first above written.
CONSULTANT CITY
Br -
Title:
For. Mundie& Associates,
A California Corporation
Date:
APPROVED AS TO FORM:
MY Attorne?s Office
S
ey:
TUC
For. City of Lodi,
A Municipal Corporation
Data:
C ftMW0M kCI$7%MM&"
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Mil lFt Nk Qt I Ely 8}i c dt 5> 57 Qi Cd 1I A e i1, 6EXHIBIT A
Consultants in Lend Use and Economies
1452 Sacramento Secret
\\\ Sett Fmwisco. CA 94118.1914
A PAow 415.441.9610
Fax 415-441.9683
December 24, 1993
Ms. Janet Keefer
' Economic Development Coordinator
City of Lodi
221 West Pine Street
Lodi, CA
Dear Ms. Keeter.
At the request of Michael Freedman, of Freedman Tung & Bottomley, we are pleased to submit this
proposal to assist the City of Lodi with its Central Cuy Revitalization Program. Mundie & Associates
would work in coordination with Freedman Tung & Bottomley (FTB), providing market and financial
strategy consulting services to support the formulation of a revitalization strategy,
This letter introduces Mundie & Associates, describes the scope of work we would complete, and
suggests a budget for that work. i am enclosing resumes for myself and Roberta Mundie. 1 am also
enclosing, as examples of our previous work, a copy of the market analysis we prepared for the
C Downtown Arcadia Revitalization Strategy (as subcontractors to FTB) and a copy of the phase I fiscal
analysis for the Novato General Plan update. The Novato report is especially relevant because it con-
tains a discussion of funding tools and mechanisms that are available to cities to cover capital and oper-
ating costs.
Introduction to Mundie & Associates
Mundie & Associates (M&A) is a small firm that provides a variety of consulting services related to
land use and public policy. About half of our work involves economic analysis, including economic and
market studies for general and specific plans, land use and development forecasting, fiscal analysis,
financial feasibility analysis for plans and development projects, and financing analyses and strategies.
Examples of our recent work in this realm include:
• Market and fiscal analysis for the Downtown Arcadia Revitalization Strategy. Work-
ing with FTB, we evaluated the market conditions that would contribute to or inhibit
the revitalization of this small city downtown that is located in the Los Angeles metro-
politan area. Based on our analysis, we recommended actions that the City should take
to remove existing obstacles and take maximum advantage of potential opportunities.
We worked closely with Michael Freedman to formulate recommendations for land use
arrangements. Finally, we prepared a projection of property tax and sales tax revenue
impacts of three alternative revitalization schemes, which varied in the amounts and
location of new development they envisioned.
Mwrta SiwnJK. Pri—Jenr na.W Ck+re. U.. Pre%drnr Suzanne Lampert. Vice Pre—lent
Janet Kcetef
December 2a.1993
Page 2
C.
�J
Economic and Fiscal Analysis for the Novab General Plan. Both the economic and
fiscal analyses for this general plan update are being completed in two phases. Phase 1
of our economic analysis identified and analyzed the issues that must be addressed by
the new general plan, focusing on various aspects of employment growth (desired
amotmt, suitable to dons), reducing travel time between home and work, and what to
do with downtown. Phase 2 of the economic work described the probable effects of the
plan alternatives that had been formulated on the resolution of these issues. Phase 1 of
the fiscal analysis identified and described fiscal issues to be addressed by the plan,
including the factors that affect Novato's fiscal condition, the consideration of fiscal
impacts as part of the planning process, and the aforementioned discussion of the
"fiscal tool box". Phase 2 of the fiscal analysis, which is the only element of our work
not yet completed, will assess the likely fiscal impacts of the preferred plan alternative
and recommend strategies to cover any projected mvemte shortfalls. The work
includes preparation of a computer-based fiscal model that will be delivered to the City
of Novato for their future use.
Financial Analysis for the Yuba City Revitalization Plan. Mundie & Associates
estimated the revenues likely to be generated by the proposed pian for redevelopment,
and assessed their adequacy to cover the costs of the plan. Based on our analysis, we
recommended a revision in the phasing of the plan.
Fiscal Analysis fix Specific Plans in Antioch. M&A has contributed two types of
fiscal/financial analyses to the planning process for two major annexation areas. The
first was an evaluation that focused on the capital costs of bringing infrastructure to
these areas, which encompass a total of about 3,500 acres. The second examined the
likely operating costs and revenues associated with different types and densities of
development, and was intended to provide information that would assist the design firm
preparing the Specific Plan for each area to achieve a fiscally beneficial or, at least,
neutral combination of land uses.
Financing Analysis for the San Digo NCFUA Arca Plan. San Diego's North City
Future Urban Area contains approximately 12,000 acres of land, much of which is
environmentally sensitive. M&A participated on a team of consultants that prepared a
framework plan for the area. Our work involved compiling estimates of the capital
costs of providing infrastructure, analyzing the impact of those costs on the price of
housing, and recommending financing strategics that would structure the price impact
so that some affordable housing could be provided in the arca.
• Sacramento Central City Housing Strategy. Mundie & Associates led a team of con-
sultants (including FIB) in formulating a strategy to preserve existing housing, pro-
mote the production of new housing and enhance the residential characteristics of cen-
tral city neighborhoods. In addition to coordinating the work of the consulting team
and preparation of the final products, our work on this project included market analysis
to assess the potential demand for housing in the central city, real estate analysis to
determine the feasibility of housing production, and identification of financing stratc-
gies to pay for the planning and redevelopment actions we recommended. The strategy
Janet Keener
December 24, 1993
Page 3
C
was adopted unanimously by the Sacramento City Council, and received an award from
the Sacramento Valley Chapter of APA for Planning Implementation.
• Rodev+e>;opaneaR Ianp, StraIW for Rrcharda Boulevanl (Sacramento). M&A
also led a team of consultants in the formulation of a redevelopment strategy for this
older industrial area located immediately north of downtown Sacramento, between the
B Street railroad levy and the Sacramento River. M&A completed market and finan-
tial analysis, and synthesized the urban design, transportation and infrastructure engi-
necring information provided by other team members, into a coherent plan for revitali-
zation. Based on our recorruimlations, the Sacramento Housing and Redevelopment
Agency subsequently engaged an urban design firm to prepare a specific plan for the
area.
I mentioned at the beginning of this section that about half of our work is in economic and fiscal analy-
sis and related fields. The remainder of our work centers on environmental impact analysis. M&A
serves as prime contractor for EIRs in which land use, public services, growth induction, cumulative
impacts and other socioeconomic topics arc important issues. we also contribute these types of analyses
to EIRs in which other consultants take the lead. For example, we were the prime consultants for EIRs
on the San Jose Downtown Plan and Berkeley Downtown Plan as well as the Antioch Infrastructure
Study; we are currently contributing an analysis of economic and growth inducing impacts to an
EIR/EIS on alternatives for the replacement of transportation facilities in downtown San Francisco that
Cwere demolished after the 1989 Loma Prieta earthquake.
Scope of Work
Following my conversation with you about the potential benefits of the Community Center to downtown
businesses, Michael Freedman described to me the general issues that the City of Lodi is facing in its
effort to revitalize downtown and Cherokee Lane. The scope of work presented here is based on my
understanding of those issues.
Mundie & Associates is prepared to undertake a two -faceted scope of work for your revitalization strat-
egy. The first, and smaller, facet, is ad hoc consulting on market issues. The second, larger facet is the
formulation of a financing strategy for the revitalization program.
Market Analysis
We would spend one day in Lodi, meeting with you and touring the city to gain a better understanding
of how the city's business patterns and market economics work. We would then be available for
conversations with Michael or you (or both) during the plan formulation process, and for any small
investigative or analytic tasks that are needed to illuminate specific issues that may arise. These tasks
could include, for example, contacting specific retailers to discuss their site selection criteria, or
conducting informal telephone interviews with downtown and Cherokee Lane business people to discuss
monornic/marke t factors that affect their viability.
Janet Keeler
December 24.1993
Page 4
C•
Financing Strate�v
Michael has already mentioned to toe his questions about whether it nuke sense to form a redevelop-
ment project area in the current legal and financial environmerd, and about whether some of the sales
tax revenues anticipated from your new big box retailers outside of downtown could be used to finance
any improvements that are recommended for downtown and Cherokee Larne. We would examine these
questions, and prepare a recommended strategy, based on the following course of work:
Task 1: Med whit the Futanoe Director to Disotas Fiscal and Financing tssues
During our reconnaissance trip to Lodi, we will also ask to meet with the Finance Director. Thr
purpose of this meeting will be to discuss the city's currant financial condition, sources of funds that
may be available to finance capital improvements, the expected impacts of a redevelopment project
(should such an arrangement be•deemed appropriate) on the City's general fund, expected revenues from
big box retailers such as Walmart, and similar topics that will illuminate our understanding of Lodi's
financial condition.
Task 2: Examine the Parameters of Rodcvrlopmcat in the 19909
We will review summaries of recent legislation affecting redevelopment financing, and contact
knowledgeable sources to supplement the information available in published sources. We may wish to
Ccontact your city attorney during this process. We will direct this examination toward answering the
question of whether the City of Lodi would benefit from the formation of a Redevelopment Agency and
adoption of a redevelopment project area given the current regulations governing revenue collection and
distribution by such an agency.
Task 3: Prepare Cost and Revenue Projections
Depending on the results of Task 2, we may consider it desirable to prepare cost and revenue
projections for a possible redevelopment project. We would undertake this task if it appears that Lodi
could gain more revenue than simply its own share of whatever property tax increment could be created
as a result of new investment if a redevelopment project is implemented. if we do undertake this task,
we will ask you to collect information about assessed values and sales tax receipts in the project area.
Task 4: Mod to Discus Financing Options
Upon completion of the Redevelopment Agency and project feasibility analysis (Tasks 2 and 3), we will
meet with you to discuss our results as well as the potential benefit from a variety of other revitalization
financing options. We recognize that even if pursuing the Redevelopment Agency and project option
appears to be economically and financially feasible, the City may decide not to proceed along those lines
for any of a number of other reasons. This meeting is intended to review all options, including
redevelopment, that may provide assistance for the revitalization program.
We recognize that all sources of municipal revenue arc severely strapped during the current recession
and as a result of restrictions associated with Articles 13A and 13B of the California Constitution. We
will prepare for this meeting by comparing the estimate of costs compiled in Task 3 to estimates of
revenue that could potentially become available from all sources we can identify (that we consider rea-
;.:.
i..
Alk
Janet Keefer
December 24,1993
Page S
sonably achievable). The purpose of this meeting will be twofold: first, to inform you about our pro-
gress and tentative t000ntrrmdations for financing approaches; second, to obtain your perspectives
about the real potential for implementing some of our ideas.
Task 5: Draft a Fwan ft Sbafta
Based on our investigation and the discussion in the Task 4 meeting, we will draft a financing strategy
for the revitalization program. This strategy will identify actions to be taken and the party(ies)
responsible for those actions, the estimated revenues that they will generate, the relative priority of the
adios and the time frame for action (short term vs. long term). We will submit this draft strategy for
your review.
Task 6: Finalize tie Fmmcmg Strategy
We will revise the draft strategy to respond to City questions and comments. We will deliver copies of
the final strategy to you and/or FTB (for inclusion in their final report), as appropriate.
Mil
Suzanne Lampert, senior associate, would be in charge of this work for Mundie & Associates. Ms.
Lampert is a planner with over 20 years of experience. She has been based in the Bay Area since 1976,
and has been with Mundie & Associates since 1987. She has worked with FTB in Arcadia, Yuba City,
San Jose, Mountain View and Sacramento, and was primarily responsible for M&A's work on most of
the projects described earlier in this proposal. Ms. Lampert is in charge of most economic, fiscal and
financing studies for Mundie & Associates.
Roberta Mundie, principal, would be available for consultation and review of M&A's ongoing work on
this study. Ms. Mundie has over 20 years of experience as a planner in the Bay Area. She was
responsible for M&A's work on the Los Altos and Petaluma General Plans and the Clayton To%,.n Cen-
ter Plan. A planner by training, she is particularly adept in recognizing local opportunities and
limitations within the overall economic context of which a city is a part, and in guiding planning deci-
sions relating to economics in productive directions.
Budget
Our charges are based on the actual time devoted to your project by our staff, billed at standard hourly
rates. These rates are subject to revision at the beginning of each calendar year. Rates for 1994 are:
Roberta Mundie, principal S 125 per hour
Suzanne Lampert, senior associate $120 per hour
Miscellaneous charges for expenses, such as for subsistence and incidental travel costs, publications,
express delivery and printing, are invoiced at their cost to us. Other expenses are charged according to
the following schedule: travel in staff -owned vehicles, 280 per mile. in-house photocopying, 250 per
Janet Keefer
December 24, 1993
CPage
page; FAX canmunications; 25$ per page plus phone charges; service area (415, 510, 408, 707) tele-
phone charges (including fax line), billed charges per call multiplied by 1.5 for all itemised calls.
For the scope of work outlined above, we ask that you allocate a budget not to exceed $18,000. Imis
budget would cover both professional time and expenses. It would be allocated $3,000 for the economic
work and S15,000 fce the financing strategy. Please rote that this budget does riot cover any work that
would be required to establish a Redevelopment Agency and redevelopment project area (that is, to
implement the redevelopment strategy option).
Any work in addition to the scope outlined above — e.g., attendance at public workshops or meetings, or
additional meetings with staff — would be charged on a time -and -expense basis.
Schedule
We are prepared to conform to the schedule outlined by FTB in their proposal to you of December 16.
Additional Information
I look forward to meeting you in person and to working with you on this most interesting project. If you
have any questions about our firm or our proposed scope of work, please do not hesitate to call us. 1
will be in the office December 27 through 30 (and perhaps December 31), but will be away January 3
through 7. I will return on January 10. If you would like to talk with someone during my absence, feel
free to contact Roberta Mundie.
Very truly yours,
S Lampert
Vice President
Enclosures
A
C)
EDUCATION
SUZANNE LAMPERT
VICE PRESIDENT
University of California, Berkeley.
AB, urban studies, 1971
Woodrow Wilson Schon! of Public and
Internatiatai Affairs, Princan University,
MPAUP (Public Affairs and Urban
Phmnino, 1975
PUBLICATIONS
"Scoping Meetings: Get the Public Involved with
Your Projects", California Planner, July 1990.
AWARDS
Sacramento Valley Chapter APA, 1991 Award for
Outstanding Planning: Planning Implementation
(for Sacramento Central City Horsing Strategy)
EXPERIENCE
Ms. Lampert has been a key staff member at Mundie
$ Associates since 1987. She has prepared eco-
nomic background reports, market studies, real
estate feasibility analyses and fiscal impact studies
for a variety of projects and plans, ranging in scale
from single buildings to general plans. With both
the broad perspective of the planner and the spe-
cific focus of the real estate analyst, she is able to
consider a diverse range of concerns, from policy
goals to current markt constraints` in the course of
her work.
Ms. Lampert's work has contributed to general and
spocific plans, rcdcvclopmcnt/rcvitalization plans
and strategies, land use and development forecasts
and the evaluation of private development projects.
She has also prernred or contributed to the prepa-
ration of environmental impact reports.
A
U
PROJECTS
Economic Forecasting for Sas Francisco > pro-
jections of employment growth and real estate
development with and without availability of land
vacated when the Embarcadero Freeway and
nearby freeway onloff ramps were demolished fol-
lowing the 1989 Loma Prieta earthquake.
Downtown Revitalisation Strateor > economic elements
of a strategy for the redevelopment of downtown
Arcadia, based on market analysis of downtown and the
surrounding area. Close work with the urban design
team assured that the economic component would be
integrated into the overall revitalization program.
Economic and Fiscal Analyses for a General Plan >
identification and analysis of the economic and fiscal
in= that must be addressed as the City of Novato
updates its General Plan; economic evaluation of and
strategy for Plan alternatives,. fiscal impact analysis of
the preferred plan.
Land Development Forecasts > analysis of recent
trends, existing conditions and future prospects to pro-
ject the amount of development in various areas of
northern California, including southern San Mateo
County, northern San Mateo County/San Francisco,
north San lose/Milpitas, and Fremont. Projections were
prepared for a major utility company, to assist in facili-
ties planning.
Financial Analysis for San Diego North City Future
Urban Area > examination of the costs of providing
infrastructure to a 12,000 acre area and the impacts of
those costs on prospective homeowners. Work included
recommendations for a financing strategy to allocate
costs equitably.
Economic Analysis for Neighborhood Business District
Revitalization in San Jose > as cunicnt of existing
economic conditions and conditions that would affect
future change in the Alameda and West San Carlos study
areas. Recommendations for land use strategies and
other actions that would capitalize on the areas'
strengths.
Fiscal Analysis of Plans and Annexation Proposals >
public service cost and revenue impacts of general plan
alternatives for Menlo Park and San Luis Obispo (CA);
general plan and annexation alternatives for Antioch
(CA7 alternative downtown plans for Seattle (WA),
annexation alternatives for Dublin (CA).
C
ROBERTA MUNDIE
PRINCIPAL
EDUCATION
Radcliffe College/Harvard University,
AB cm laaak, 1966
Harvard University, MCP (Master of
City Phoning), 1970
PROFESSIONAL AFFILIATIONS
American Institute of Certified Planners (AICP)
The Urban Land Institute
American Planning Association (APA)
Association of Environmental Professionals (AEP)
PROJECTS
Gateway Fh W Impact Evalmition > consultant to City
of Orieda staff in cowbuting to. and commenting on.
a fiscal analysis of the 1.150 -acro Gateway pwjax.
Los Albert General Plan > report to General PIN Eco-
ttomia Advisory Committee on economic trends in Los
Alves in comparison with neighboring cities. identify-
ing hWliications for commwtity'a fecal furore.
Fiscal Analysis of Annotation Proposal > for Cali r.
nia Attorney Geneal's office. analysis of the fiscal
consequences of annexation of Cullinan Ranch project
to the City of Vallejo. Analysis reached conclusions
eourda to those of City -sponsored study, and annexa-
tion did not proceed.
Ms. Mundie founded Mundie & Associates in 1981
following nine years as senior staff of a San Fran-
cisco socio-economic research firm. Her M&A
work has included a broad mix of land development
related studies, from general plan work to environ-
mental impact reports to focused market, economic
and fiscal analyses.
Head of Mundie & Associates from its establish-
ment, Ms. Mundie brings to her work a clarity in
organization, and in written and spoken presenta-
tion, that contributes significantly to the quality of
M&A's work products. Among her special inter-
ests are the interrelationship of land use and trans-
portation, resources planning and use of the CEQA
process in public decisionmaking.
Market Study for Village Center > identification of
types and scales of land uses appropriate to cx-anion
of village center in Clayton, in a context of limited
mtu KV&l fiscal resources.
Furcal Analysis of Major Development Area > forecast
of fiscal implications of development of Folsom East,
an undeveloped area accounting for one-fourth of the
land in the City of Folsom.
Economic Element of General Plan > research,
consultation to economic issues committee, and prcp-
aratlon of .:conomic clement of award-winning plan for
Petaluma.
Fiscal and Financial Analysis for Specific Plan >
evaluation of the fiscal effects associated with a pro-
posed 3,700 -acre upscale residential development in
the foothills of Union City and Fremont. Assisted in
application of M&A-devcloped fiscal impact model to
forecast costs and revenues.
Fiscal Analysis of Residential Development Options >
evaluation of potential fiscal consequences of alterna-
tive development patterns (representing three flood
AWARDS
plain management scenarios) of Laguna Creek area.
City of Sacramento.
California Chapter APA, 1986 Award for
Comprehensive Planning
F� Analysis of Research do Development Facility >
(for City of Petaluma General Plan)
C
analysis of selected agency costs and revenues associ-
ated with the development of a 108 -acre, 2,000
employee research facility on campus land at the Uni-
AEP Certificate of Recognition for Outstanding
versity of California, Santa Cruz.
Environmental Document of 1983
(for McLaughlin Gold Project EIR/EIS)
Gear Plan Amendment Fiscal Analysis > forecast
for an HIR of fiscal impacts associated with an amend-
ment to the Contra Costa County General Plan to allow
a 400 -acre mixed commercial and residential project in
EXPERIENCE
the San Ramon area.
Ms. Mundie founded Mundie & Associates in 1981
following nine years as senior staff of a San Fran-
cisco socio-economic research firm. Her M&A
work has included a broad mix of land development
related studies, from general plan work to environ-
mental impact reports to focused market, economic
and fiscal analyses.
Head of Mundie & Associates from its establish-
ment, Ms. Mundie brings to her work a clarity in
organization, and in written and spoken presenta-
tion, that contributes significantly to the quality of
M&A's work products. Among her special inter-
ests are the interrelationship of land use and trans-
portation, resources planning and use of the CEQA
process in public decisionmaking.
Market Study for Village Center > identification of
types and scales of land uses appropriate to cx-anion
of village center in Clayton, in a context of limited
mtu KV&l fiscal resources.
Furcal Analysis of Major Development Area > forecast
of fiscal implications of development of Folsom East,
an undeveloped area accounting for one-fourth of the
land in the City of Folsom.
Economic Element of General Plan > research,
consultation to economic issues committee, and prcp-
aratlon of .:conomic clement of award-winning plan for
Petaluma.
Fiscal and Financial Analysis for Specific Plan >
evaluation of the fiscal effects associated with a pro-
posed 3,700 -acre upscale residential development in
the foothills of Union City and Fremont. Assisted in
application of M&A-devcloped fiscal impact model to
forecast costs and revenues.
i� LImt UN feeneWcs
EXHIBIT B
C••t�tusts est
sparmw6msml a""
IsM40MI 60
MUMIE AND ASSOCIATES
r"40 ti nm
FEE SCHEDULE
Hinny bring rata for professional aavice�
Imo# 1224
Principal $125.00 $125.00
Senior Associate $105.00 —115.00 Sl 1 S.00 —120.00
Associate $90.00 —100.00 390.00 —110.00
Research Assistant- S70.00— 90.00 $70.00-90.00
Baling rates are subject to revision at the bcginning of each calendar year.
Rites for litigation-rdated services involving dgmsitiom and courtrooms appearances are
1.5 timet normal rates, subject to a mininiuin charge of ono-halfday.
In addition to the hourly rate charged, miscellsomm charges for expenses, such as for
travel and madcanal subsistence costs, publication; express delivery charges and
Printing, aro invoiced at thea cost to us.
Other expenses are charged according to the following schedule: travel in staff -owned
vehicles, 280 per resile (or as may be established by the IRS for the currant calendar
bear); in-house photocopying, 250 per paSe fax receipts and transmittals, 25( per page;
telephone charges (including fax line), billed. charge per call mukipfied by 1.5 for all
itemized alb.
C
a.bnv M+IAm. ANW&rh-W CU m. Vkm hugmm 160a.t iay.w. vii INtWU .0
C.
L
February 16, 1991
Lodi City Councilmesbers
City of Lodi
P.O. Box 3006
Lodi Ca. 95240
Dear Councilsembers:
On behalf of the more than 60 members of the Lodi Downtown Business
Association I would like to enthusiastically submit our support for
the Downtown Revitalization Program.
LDBA resolves the following:
Me hereby express our full and complete support for the hiring of the
firm of Freedman Tung and Bottomley. LDBA believes that this project
represents the dawn of the rebirth of Lodi. LDBA stands committed to
work hard as partners with the City of Lodi toward our common goal of
a Completely Revitalized Downtown Lodi.
Janet Keeter and Michael Freedman working side by side with the LDBA
is the right combination of talent, charisma, and energy to see this
project through to the finish. Zero vacancy and a vibrant downtown
business district is a goal of which we are all in pursuit. The time
is now to make the commitment our city so richly deserves. The cost
of this project will surely pale in comparison to the cost of doing
nothing at all.
Sincere! , ��
eK n Cantrel
LDBA President