HomeMy WebLinkAboutCD General Plan 2040 Community Design and Downtown Precise Plan Technical Consulting ServicesAGREEMENT FOR PROFESSIONAL SERVICES
FOR GENERAL PLAN 2040 COMMUNITY DESIGN AND DOWNTOWN PRECISE
PLAN TECIDNCAL CONSUL TING SERVICES
This Agreement is made and entered into this _3_L day of ja_nu 0. Y-).j , 2019, by
and between the CITY OF SAN RAFAEL (hereinafter "CITY"), and OPTICOS DESIGN, INC.
(hereinafter "CONTRACTOR").
RECITALS
WHEREAS, on March 5, 2018, CITY'S City Council adopted Resolution No. 14478,
which accepted the Final Work Program and initiated the preparation of General Plan 2040; and
WHEREAS, the CITY does not have existing staff persons dedicated to long range
planning efforts or the staffing capacity amongst existing staff to prepare Community Design and
Downtown Precise Plan for the General Plan 2040, and CONTRACTOR has the expertise to do
so;
AGREEMENT
NOW, THEREFORE, the parties hereby agree as follows:
1. PROJECT COORDINATION.
A. CITY'S Project Manager. Barry Miller is hereby designated the PROJECT
MANAGER for the CITY and said PROJECT MANAGER shall supervise all aspects of the progress
and execution of this Agreement.
B. CONTRACTOR'S Project Director. CONTRACTOR shall assign a single
PROJECT DIRECTOR to have overall responsibility for the progress and execution of this
Agreement for CONTRACTOR. Stefan Pellegrini is hereby designated as the PROJECT
DIRECTOR for CONTRACTOR. Should circumstances or conditions subsequent to the execution
of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONTRACTOR
shall notify the CITY within ten (10) business days of the substitution.
2. DUTIES OF CONTRACTOR.
CONTRACTOR shall perform the duties and/or provide technical services for the General
Plan 2040, as generally specified in the "San Rafael General Plan 2040: Community Design +
Downtown Precise Plan-Scope of Services", attached hereto as Exhibit "A" and incorporated herein
by reference.
3. DUTIES OF CITY.
CITY shall pay the compensation as provided in Section 4 of this Agreement. CITY shall
also provide a work space for CONTRACTOR, background information, oversight and direction,
network computer access and other materials necessary for CONTRACTOR to perform their duties.
4. COMPENSATION.
For the full performance of the services described herein by CONTRACTOR, CITY shall pay
CONTRACTOR as follows:
1. For the services set forth in Exhibit A, CITY shall pay CONTRACTOR a Total Base
Contract Amount of $470,000 allocated as follows:
a. For the Downtown Precise Plan, CITY shall pay CONTRACTOR on a flat fee
basis as set forth in "Table A-Cost Proposal-Downtown Precise Plan" included
in Exhibit A, in an amount not to exceed $410,000; and
b. For the Community Design Support, CITY shall pay CONTRACTOR on a flat
fee basis as set forth in "Table B-Cost Proposal-Community Design Support"
included in Exhibit A, in an amount not to exceed $60,000.
2. Additional compensation not to exceed five percent (5%) of the Total Base Contract
Amount, or $23,500, may be paid upon approval of the City Manager. In no event shall
the compensation payable to CONTRACTOR under this Agreement exceed $493,500.
Payment will be made monthly upon receipt by PROJECT MANAGER of itemized invoices
submitted by CONTRACTOR.
5. TERM OF AGREEMENT.
The term of this Agreement shall be for 2 year(s) commencing on approval of this contract
and ending on January 22 nd , 2021. Upon mutual agreement of the parties, and subject to the approval
of the City Manager the term of this Agreement may be extended for two additional periods of up to
one year each.
6. TERMINATION.
A. Discretionary. Either party may terminate this Agreement without cause upon thirty
(30) days written notice mailed or personally delivered to the other party.
B. Cause. Either party may terminate this Agreement for cause upon fifteen (15) days
written notice mailed or personally delivered to the other party, and the notified party's failure to cure
or correct the cause of the termination, to the reasonable satisfaction of the party giving such notice,
within such fifteen (15) day time period.
C. Effect of Termination. Upon receipt of notice of termination, neither party shall
incur additional obligations under any provision of this Agreement without the prior written consent
of the other.
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D. Return of Documents. Upon termination, any and all CITY documents or materials
provided to CONTRACTOR and any and all of CONTRACTOR's documents and materials
prepared for or relating to the performance of its duties under this Agreement, shall be delivered to
CITY as soon as possible, but not later than thirty (30) days after termination.
7. OWNERSHIP OF DOCUMENTS.
The Final Deliverables prepared by the CONTRACTOR in connection with the performance
of its duties under this Agreement, shall be the sole property of CITY. CITY may use said property
for any purpose, including projects not contemplated by this Agreement.
8. INSPECTION AND AUDIT.
Upon reasonable notice, CONTRACTOR shall make available to CITY, or its agent, for
inspection and audit, all documents and materials maintained by CONTRACTOR in connection with
its performance of its duties under this Agreement. CONTRACTOR shall fully cooperate with
CITY or its agent in any such audit or inspection.
9. ASSIGNABILITY.
The parties agree that they shall not assign or transfer any interest in this Agreement nor the
performance of any of their respective obligations hereunder, without the prior written consent of the
other party, and any attempt to so assign this Agreement or any rights, duties or obligations arising
hereunder shall be void and of no effect.
10. INSURANCE.
A. Scope of Coverage. During the term of this Agreement, CONTRACTOR shall
maintain, at no expense to CITY, the following insurance policies:
1. A commercial general liability insurance policy in the minimum amount of
one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, for death,
bodily injury, personal injury, or property damage.
2. An automobile liability (owned, if any, non-owned, and hired vehicles)
insurance policy in the minimum amount of one million dollars ($1,000,000) dollars per occurrence.
3. If any licensed professional performs any of the services required to be
performed under this Agreement, a professional liability insurance policy in the minimum amount of
one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, to cover
any claims arising out of the CONTRACTOR's performance of services under this Agreement.
Where CONTRACTOR is a professional not required to have a professional license, CITY reserves
the right to require CONTRACTOR to provide professional liability insurance pursuant to this
section.
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4. If it employs any person, CONTRACTOR shall maintain worker's
compensation insurance, as required by the State of California, with statutory limits, and
employer's liability insurance with limits of no less than one million dollars ($1,000,000) per
accident for bodily injury or disease. CONTRACTOR's worker's compensation insurance shall
be specifically endorsed to waive any right of subrogation against CITY.
B. Other Insurance Requirements. The insurance coverage required of the
CONTRACTOR in subparagraph A of this section above shall also meet the following requirements:
1. Except for professional liability insurance or worker's compensation
insurance, the insurance policies shall be specifically endorsed to include the CITY, its officers,
agents, employees, and volunteers, as additional insureds (for both ongoing and completed
operations) under the policies.
2. The additional insured coverage under CONTRACTOR'S insurance policies
shall be "primary and non contributory" with respect to any insurance or coverage maintained by
CITY and shall not call upon CITY's insurance or self-insurance coverage for any contribution. The
"primary and noncontributory" coverage in CONTRACTOR'S policies shall be at least as broad as
ISO form CG20 010413.
3. Except for professional liability insurance or worker's compensation
insurance, the insurance policies shall include, in their text or by endorsement, coverage for
contractual liability and personal injury.
4. By execution of this Agreement, CONTRACTOR hereby grants to
CITY a waiver of any right to subrogation which any insurer of CONTRACTOR may acquire
against CITY by virtue of the payment of any loss under such insurance. CONTRACTOR
agrees to obtain any endorsement that may be necessary to effect this waiver of subrogation, but
this provision applies regardless of whether or not CITY has received a waiver of subrogation
endorsement from the insurer.
5. If the insurance is written on a Claims Made Form, then, following termination
of this Agreement, said insurance coverage shall survive for a period of not less than five years.
6. The insurance policies shall provide for a retroactive date of placement
coinciding with the effective date of this Agreement.
7. The limits of insurance required in this Agreement may be satisfied by a
combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall
contain or be endorsed to contain a provision that such coverage shall also apply on a primary and
noncontributory basis for the benefit of CITY (if agreed to in a written contract or agreement) before
CITY'S own insurance or self-insurance shall be called upon to protect it as a named insured.
8. It shall be a requirement under this Agreement that any available insurance
proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or
limits shall be available to CITY or any other additional insured party. Furthermore, the requirements
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for coverage and limits shall be: (1) the minimum coverage and limits specified in this Agreement; or
(2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds
available to the named insured; whichever is greater. No representation is made that the minimum
Insurance requirements of this agreement are sufficient to cover the obligations of the
CONTRACTOR under this agreement.
C. Deductibles and SIR's. Any deductibles or self-insured retentions in
CONTRACTOR's insurance policies must be declared to and approved by the PROJECT
MANAGER and City Attorney, and shall not reduce the limits of liability. Policies containing any
self-insured retention (SIR) provision shall provide or be endorsed to provide that the SIR may be
satisfied by either the named insured or CITY or other additional insured party. At CITY's option,
the deductibles or self-insured retentions with respect to CITY shall be reduced or eliminated to
CITY's satisfaction, or CONTRACTOR shall procure a bond guaranteeing payment of losses and
related investigations, claims administration, attorney's fees and defense expenses.
D. Proof oflnsurance. CONTRACTOR shall provide to the PROJECT MANAGER
or CITY'S City Attorney all of the following: (1) Certificates of Insurance evidencing the insurance
coverage required in this Agreement; (2) a copy of the policy declaration page and/or endorsement
page listing all policy endorsements for the commercial general liability policy, and (3) excerpts of
policy language or specific endorsements evidencing the other insurance requirements set forth in this
Agreement. CITY reserves the right to obtain a full certified copy of any insurance policy and
endorsements from CONTRACTOR. Failure to exercise this right shall not constitute a waiver of
the right to exercise it later. The insurance shall be approved as to form and sufficiency by PROJECT
MANAGER and the City Attorney.
11. INDEMNIFICATION.
A. Except as otherwise provided in Paragraph B., CONTRACTOR shall, to the fullest
extent permitted by law, indemnify, release, defend with counsel approved by CITY, and hold
harmless CITY, its officers, agents, employees and volunteers (collectively, the "City
Indemnitees"), from and against any claim, demand, suit, judgment, loss, liability or expense of
any kind, including but not limited to attorney's fees, expert fees and all other costs and fees of
litigation, (collectively "CLAIM S"), arising out of CONTRACTOR'S performance of its
obligations or conduct of its operations under this Agreement. The CONTRACTOR's obligations
apply regardless of whether or not a liability is caused or contributed to by the active or passive
negligence of the City Indemnitees. However, to the extent that liability is caused by the active
negligence or willful misconduct of the City Indemnitees, the CONTRACTOR's
indemnification obligation shall be reduced in proportion to the City Indemnitees' share of
liability for the active negligence or willful misconduct. In addition, the acceptance or approval
of the CONTRACTOR's work or work product by the CITY or any of its directors, officers or
employees shall not relieve or reduce the CONTRACTOR's indemnification obligations. In the
event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding
arising from CONTRACTOR'S performance of or operations under this Agreement,
CONTRACTOR shall provide a defense to the City Indemnitees or at CITY'S option reimburse
the City Indemnitees their costs of defense, including reasonable attorneys' fees, incurred in
defense of such claims.
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B. Where the services to be provided by CONTRACTOR under this Agreement are
design professional services to be performed by a design professional as that term is defined under
Civil Code Section 2782.8, then, to the extent permitted by law including without limitation, Civil
Code sections 2782, 2782.6 and 2782.8, CONTRACTOR shall indemnify and hold harmless the
CITY and its officers, officials, and employees (collectively City Indemnitees) from and against
damages, liabilities or costs (including incidental damages. Court costs, reasonable attorney's fees
as may be determined by the Court, litigation expenses and fees of expert witnesses incurred in
connection therewith and costs of investigation) to the extent they are caused by the negligence,
recklessness, or willful misconduct of CONTRACTOR, or any subconsultants, or subcontractor
or anyone directly or indirectly employed by them, or anyone for whom they are legally liable
(collectively Liabilities). Such obligation to hold harmless and indemnify any indemnity shall not
apply to the extent that such Liabilities are caused in part by the negligence or willful misconduct
of such City Indemnitee.
C. The defense and indemnification obligations of this Agreement are undertaken in
addition to, and shall not in any way be limited by, the insurance obligations contained in this
Agreement, and shall survive the termination or completion of this Agreement for the full period
of time allowed by law.
12. NONDISCRIMINATION.
CONTRACTOR shall not discriminate, in any way, against any person on the basis of age,
sex, race, color, religion, ancestry, national origin or disability in connection with or related to the
performance of its duties and obligations under this Agreement.
13. COMPLIANCE WITH ALL LAWS.
CONTRACTOR shall observe and comply with all applicable federal, state and local laws,
ordinances, codes and regulations, in the performance of its duties and obligations under this
Agreement. CONTRACTOR shall perfonn all services under this Agreement in accordance with
these laws, ordinances, codes and regulations. CONTRACTOR shall release, defend, indemnify
and hold harmless CITY, its officers, agents and employees from any and all damages, liabilities,
penalties, fines and all other consequences from any noncompliance or violation of any laws,
ordinances, codes or regulations.
14. NO THIRD PARTY BENEFICIARIES.
CITY and CONTRACTOR do not intend, by any provision of this Agreement, to create in
any third party, any benefit or right owed by one party, under the terms and conditions of this
Agreement, to the other party.
15. NOTICES.
All notices and other communications required or permitted to be given under this Agreement,
including any notice of change of address, shall be via email or in writing and given by personal
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delivery, or deposited with the United States Postal Service, postage prepaid, addressed to the parties
intended to be notified. Notice shall be deemed given as of the date of personal delivery, if emailed,
upon the date sent, or if mailed, upon the date of deposit with the United States Postal Service. Notice
shall be given as follows:
TO CITY's Project Manager:
TO CONTRACTOR's Project Director:
16. INDEPENDENT CONTRACTOR.
Barry Miller
City of San Rafael
1400 Fifth A venue
P.O. Box 151560
San Rafael, CA 94915-1560
Stefan Pellegrini
Opticos Design, Inc.
2100 Milvia St., Suite 125
Berkeley, CA 94704
For the purposes, and for the duration, of this Agreement, CONTRACTOR, its officers,
agents and employees shall act in the capacity of an Independent Contractor, and not as employees of
the CITY. CONTRACTOR and CITY expressly intend and agree that the status of
CONTRACTOR, its officers, agents and employees be that of an Independent Contractor and not
that of an employee of CITY.
17. ENTIRE AGREEMENT --AMENDMENTS.
A. The terms and conditions of this Agreement, all exhibits attached, and all documents
expressly incorporated by reference, represent the entire Agreement of the parties with respect to the
subject matter of this Agreement.
B. This written Agreement shall supersede any and all prior agreements, oral or written,
regarding the subject matter between the CONTRACTOR and the CITY.
C. No other agreement, promise or statement, written or oral, relating to the subject
matter of this Agreement, shall be valid or binding, except by way of a written amendment to this
Agreement.
D. The terms and conditions of this Agreement shall not be altered or modified except
by a written amendment to this Agreement signed by the CONTRACTOR and the CITY.
E. If any conflicts arise between the terms and conditions of this Agreement, and the
terms and conditions of the attached exhibits or the documents expressly incorporated by reference,
the terms and conditions of this Agreement shall control.
18. SET-OFF AGAINST DEBTS.
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CONTRACTOR agrees that CITY may deduct from any payment due to CONTRACTOR
under this Agreement, any monies which CONTRACTOR owes CITY under any ordinance,
agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or
other amounts.
19. WAIVERS.
The waiver by either party of any breach or violation of any tern1, covenant or condition of
this Agreement, or of any ordinance, law or regulation, shall not be deemed to be a waiver of any
other term, covenant, condition, ordinance, law or regulation, or of any subsequent breach or violation
of the same or other term, covenant, condition, ordinance, law or regulation. The subsequent
acceptance by either party of any fee, perfonnance, or other consideration which may become due or
owing under this Agreement, shall not be deemed to be a waiver of any preceding breach or violation
by the other party of any term, condition, covenant of this Agreement or any applicable law, ordinance
or regulation.
20. COSTS AND ATTORNEY'S FEES.
The prevailing party in any action brought to enforce the terms and conditions of this
Agreement, or arising out of the performance of this Agreement, may recover its reasonable costs
(including claims administration) and attorney's fees expended in connection with such action.
21. CITY BUSINESS LICENSE/ OTHER TAXES.
CONTRACTOR shall obtain and maintain during the duration of this Agreement, a CITY
business license as required by the San Rafael Municipal Code CONTRACTOR shall pay any and
all state and federal taxes and any other applicable taxes. CITY shall not be required to pay for any
work performed under this Agreement, until CONTRACTOR has provided CITY with a completed
Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and Certification).
22. SURVIVAL OF TERMS.
Any terms of this Agreement that by their nature extend beyond the term (or termination) of
this Agreement shall remain in effect until fulfilled, and shall apply to both Parties' respective
successors and assigns.
23. APPLICABLE LAW.
The laws of the State of California shall govern this Agreement.
24. COUNTERPARTS AND ELECTRONIC SIGNATURE.
This Agreement may be executed in any number of counterparts, each of which shall be
deemed an original, but all of which together shall constitute one document. Counterpart signature
pages may be delivered by telecopier, email or other means of electronic transmission.
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IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month
and year first above written.
CITY OF SAN RAFAEL
J
ATTEST:
LINDSAY LARA, City Clerk
APPROVED AS TO FORM:
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CONTRACTOR
Iii 1 ·, Digitally signed by
,' '11' ir:·I, ,•) Stefan Pellegrini
Date: 2019.01.1 S
By:_ ~ ' __ 16_:4_2:_57_-_os_·o_o_' __
Name: Stefan Pellegrini
Title: Vice President
[If Contractor is a corporation, add signature of second
corporate officer]
Digitally signed by Dan Parolek Dan Parolek Date:2019.01.1516:50:02
By: -oa·oo'
Name: Dan Parolek
Title: President
EXHIBIT A
San Rafael General Plan 2040: Community Design+ Downtown Precise
Plan
San Rafael, CA
Scope of Services: General Plan 2040 Community Design support
(Service Category 5 per the City's RFP)
Cost: Not to exceed $60,000
Task 1: Site Reconnaissance and Kick-Off Meeting
Purpose: The Opticos team will attend a Kick-off Meeting and a Site Reconnaissance Tour
with key City staff, members of the General Plan 2040 Steering Committee, representatives
of major stakeholder groups and other parties identified by the City, to initiate the project
and establish a working knowledge of all relevant information. This task would also include
discussion with City staff to finalize project objectives, tasks, and schedule; and establish
protocols for sharing information, coordinating on project tasks and communication.
Deliverables from Opticos Team:
• Organize and participate in a Kick-off Meeting with key City staff
• Organize and participate in a Site Reconnaissance Tour with key City staff
• Finalized Project Schedule and list of tasks and deliverables
Task 2: Participation in Community Engagement Program
Purpose: To get an in-depth understanding of community issues, priorities and concerns,
Opticos will participate in two meetings of the General Plan Steering Committee and three
Community Workshops. As recommended by the RFP, Opticos is also reserving a total of 30
additional hours in our budget to allow for participation in future meetings and workshops
as needed, over the next two years.
Deliverables from Opticos Team:
• Participate in two meetings of the General Plan Steering Committee
• Participate in three Community Workshops, including meeting and/or presentation
materials if required
Task 3: Assess Existing Community Design Conditions
Purpose: Opticos will collaborate with City staff in compiling existing baseline data in a
Macroscale Study that will form the basis for the Community Design Element of the General
Plan 2040. The Macroscale Study can be used to inform General Plan elements relating to
Community Design, including community character, open space, and historic preservation.
As part of this process, City staff will summarize existing design guidelines, policies, and
design review processes; as well as documentation of public realm policies and civic
beautification initiatives (such as tree planting, gateway improvements, undergrounding of
utilities, street lighting and landscaping). The key role of Opticos in this effort will be to
objectively evaluate the effectiveness of existing policies, processes and guidelines, using as
a reference the "expectations for good design" resource prepared in 2017 by a group of
local design professionals. The Macroscale Study will rely on analytical maps and other
graphic techniques to summarize the base information and convey design ideas including
community, district, and neighborhood form and character, natural landforms, features,
and topography, and street and block patterns.
Opticos will provide guidance to the City staff on design issues related to Community
Design with the intent of ensuring that the General Plan is responsive to the City's design
objectives and best practices. This work is anticipated to include commentary and guidance
on design standards for private and public realm development, including guidance to
address community concerns regarding building heights, massing, and density.
Opticos will be available to support City staff in meetings and/or workshops with the
General Plan Steering Committee, Design Review Board, Planning Commission, City
Council, and stakeholder meetings with local architects, landscape architects, and urban
design professionals.
Opticos will also assist City staff in online community engagement, using tools such as
visual preference surveys and online questionnaires to gather input from the larger
community. Opticos' key role in this effort will be providing materials and support for the
online tools. Opticos will also develop and participate in a Community Workshop focused
on issues related to density, design, and the character of future development.
Deliverables from Opticos Team:
• Background information and GIS data request
• Macroscale Study of existing physical conditions and regulatory situation
• Evaluate the effectiveness of existing policies and guidelines and provide
recommendations
• Provide materials and support for community engagement tools
• Participate in a Community Workshop, including workshop materials and a
summary of the workshop results
Task 4: Participate in General Plan Policy Development and Production
Purpose: Opticos will assist City staff in the development of the Community Design
Element of the General Plan 2040. This task will involve reviewing and evaluating existing
General Plan policies, development standards and other aspects of the General Plan related
to Community Design (such as land use, transportation, housing, historic preservation, etc);
recommending changes, and developing new standards and accompanying policies that tie
in with the future General Plan vision.
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Deliverables from Opticos Team:
• Evaluation of existing standards and policies related to Community Design
• Assist City staff in developing new policies and/or standards
• Assist City staff in developing General Plan guidelines and diagrams
Task 5: Project Management and Administration
Purpose: Regular coordination with the City's project manager and consultants as needed,
to ensure efficient work flow and timely deliverables.
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Deliverables from Opticos Team:
• Teleconferences and/or in-person progress meetings with City staff and other
groups as required
• Regular email coordination on project tasks and work progress with the City's
project manager
Scope of services: Downtown Precise Plan
(Service Category 7 per the City's RFP)
Cost: Not to exceed $410,000
Task 1: Site Reconnaissance, Kick-Off Meeting and Review of Background Data
Purpose: To initiate the project and establish a working knowledge of all relevant
information. This task would include kick-off meetings with City staff to discuss project
objectives, tasks, and schedule; and establish protocols for sharing information,
coordinating on project tasks and communication. This task would also include a review of
existing background information, creating a set of base maps and finalizing the Precise Plan
study area boundary.
Deliverables from Opticos Team:
■
■
■
■
Organize and participate in kick-off meetings ( up to four over the course of a
day) with key City staff representing the Community Development, Economic
Development, Public Works, and Community Services Departments and the City
Manager's Office. Opticos would prefer to combine these meetings into one visit if
possible, to get everyone on the same page and for more effective feedback and
discussion representing all viewpoints
Finalized Project Schedule and List of Tasks and Deliverables
Background Info and GIS Request Memo
Project Area base maps with finalized Precise Plan study area boundary
Task 2: Community Engagement
Purpose: To develop a collaborative and inclusive community engagement process that
would result in a feasible plan with community and stakeholder support.
Opticos and Plan to Place will collaborate to prepare the Community Engagement Strategy
to highlight a range of accessible platforms designed to engage and give a voice to
community groups typically under-represented in the planning process. The engagement
strategy will build upon the strategy prepared for the General Plan update and will identify
outreach tools and activities and the timing and responsibilities related to each. The
strategy will help guide the outreach efforts but remain flexible to evolve through the
planning process.
Key components of the Community Engagement Strategy will be:
General Plan 2040 Steering Committee Meetings
The Opticos team will facilitate and attend five meetings of the General Plan and Downtown
Precise Plan Steering Committee (Steering Committee). These would include two meetings
in which Downtown will be the main focus, with Visioning and Downtown Profile as the
suggested themes. Opticos will also participate in three other Steering Committee meetings
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in which Downtown would be one of the agenda items. Suggested themes for these three
meetings are Historic Resources, Downtown Options and the Draft Precise Plan.
Focus Group Meetings
Prior to the Design Charrette, the Opticos team will work with City staff to identify key
Downtown stakeholder groups and plan a series of Focus Group meetings (up to four)
representing a range of viewpoints on local issues and concerns. The intent is to get an in-
depth understanding of key issues and discuss potential design solutions and policies to
address those.
Downtown Walking Tour
Prior to the Design Charrette, and potentially on the same day as the Focus Group meetings,
the Opticos team will work with City staff to plan and lead a Downtown Walking Tour with
key City staff, members of the General Plan 2040 Steering Committee, representatives of
major stakeholder groups and other parties identified by the City.
Opticos would like to propose scheduling the Focus Group Meetings and Downtown Walking
Tour as two tasks on the same day,Jollowed by the 3-day Design Charrette; to create a
comprehensive 4-day community outreach event. In our opinion, this would not just be
efficient use of staff and consultant time, but also encourage greater Charrette participation
by the Focus Group and Walking Tour participants.
3-day Design Charrette
The Opticos team will work with consultants and City staff to plan and lead a 3-day Design
Charrette focused on Downtown San Rafael, to engage the community and stakeholders in
the design process through a series of meetings or feedback loops. The Charrette schedule
will be designed specifically to promote broad community participation. Sub-consultants
will participate throughout the three days at designated milestones, and for meetings and
presentations.
The Design Charrette will focus on a range of key design and socio-economic issues related
to Downtown, and will develop design solutions to address those, guided by community
input. The Charrette will feature Opening and Closing Presentations, Brown Bag lunch-time
Presentations on topics related to the Project Area as well as Open Studio, during which
community members can observe the design team at work and share their ideas. The
Opening and Closing presentations will include a PowerPoint presentation, followed by
Q&A and informal break-out discussions with the design team. The Brown Bag
Presentations will be information sessions on key topics such as historical and cultural
resources, social equity, mobility and parking, form-based codes, etc; to be determined
after discussing with City staff.
Pop-up Workshops
The Opticos team will organize and participate in two Pop-up Workshops to gather
community input in an informal setting. The first Pop-up would be held as a visioning
exercise prior to the Design Charrette, and the second Pop-up would be organized after the
Charrette (and prior to starting work on the draft the Precise Plan), to get feedback on the
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Downtown Plan Options. The Opticos team will work with City staff to select appropriate
venues for the Pop-up Workshops to make them highly accessible; and will work to
schedule them around popular Downtown events, to get maximum participation.
Online Engagement
The Op ti cos team will work with City staff to create an online engagement exercise using
the Neighborland platform, to get feedback from the broader community. Potential
strategies can include an online questionnaire or visual preference survey for the
community to give input on the Downtown Options resulting from the Design Charrette, or
some other suitable content as decided by the City.
Study Sessions
Opticos will work with City staff to organize and participate in up to a total of eight study
sessions on the Downtown Precise Plan; two with City Council and six with other City
Boards and Commissions. We anticipate that the two study sessions with City Council will
be scheduled at two critical stages of the process: one during the visioning stage, and the
other when starting work on the draft Precise Plan. We recommend engaging with the
boards and commissions during the charrette to gain their valuable feedback early in the
process.
The study sessions with other City Boards and Commissions will include two study
sessions each with the Planning Commission and Design Review Board, and one study
session each with the Parks and Recreation Commission and the Bicycle and Pedestrian
Advisory Commission. These would be scheduled at appropriate times during the design
process, with the assistance of City staff.
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Deliverables from Opticos Team:
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•
•
•
•
•
•
•
•
Community Engagement Strategy identifying important milestones
Participate in five General Plan Steering Committee meetings, including preparation
of meeting and/or presentation materials.
Participate in up to four Focus Group meetings, including meeting materials and a
summary of meeting notes
Organize and lead the Downtown Walking Tour including a route map and a
summary of notes from the walking tour
Charrette materials including posters, maps and other graphics, presentations, etc .
Charrette Opening and Closing Presentations and Brown Bag Presentations
Plan and participate in two Pop-up Workshops, including workshop materials and a
summary of the workshop results
Online engagement exercise using the Neighborland platform, including a summary
of results from the online exercise
Participate in up to eight study sessions, two with City Council and six with other
City Boards and Commissions, including preparation of meeting and/or
presentation materials
Task 3: Downtown Area Profile Report
Purpose: To create a summary report of the Project Area's existing conditions and its
surrounding context, the Opticos team will prepare the Downtown Area Profile Report.
The report will provide a baseline analysis of socio-demographic characteristics and the
existing context and physical conditions in and around the Downtown area. The
information will be supported by visually representative and user-friendly maps and
graphics; and will cover all relevant topics pertaining to the Project Area, including
demographics, socio-economic characteristics, existing regulatory situation and policy
framework, historical and cultural resources, and the physical condition of the built
environment and public realm. The document will also cover a discussion of current
programs and initiatives related to Downtown and identify key issues and opportunities.
The report will be reviewed by the Advisory Committee and be an ongoing reference as the
Precise Plan is prepared. The Opticos team will work with City staff and the other
consultants working on related tasks, to incorporate content relevant to the Downtown
work In particular, this will include information on the topics of transportation,
infrastructure, environmental conditions, historic and cultural resources, and economics
(see below).
Deliverables from Opticos Team:
• Downtown Area Profile Report (draft and final)
Task 4: Historic and Cultural Resources Survey and Analysis
Purpose: Garavaglia Architecture, as part of the Opticos team, will work on the analysis of
historic and cultural resources, using the following steps. Please note that the suggested
work plan and associated fees is based on the following assumptions:
• A SO-year look back will be used regarding the age of studied potential historic
resources.
• DPR forms are the typical method for documenting historic resources. In a survey,
we assume the existing forms are usable -only needing refinement.
• Basic building information is available in a city provided searchable database
including building construction dates
• The number of historic districts considered for evaluation is based on existing
designated districts and 1986 survey areas that may reasonably be included in the
Downtown Precise Plan study area. If more districts are identified after the survey,
additional services may be needed to further evaluation.
Develop survey methodology with staff and advocacy groups. The methodology will
describe evaluation methods and criteria, including observing and documenting each
resource and evaluating historic and architectural integrity.
Update historic structure survey.
7
1. Develop a simple historical context for the City, assembled from available
information, and limited additional research (20 hours of additional research). To
properly conduct the survey, a historical context statement should be used. As this is
not part of the RFP, we recommend establishing a reasonable amount of context
statement material to best establish the criteria for evaluation (without a
reasonable context most building eligibility review might be limited to design style
and eras). This is not a full Citywide historic context statement.
2. Re-evaluate structures deemed eligible in the 1986 survey (assume 100 properties
within the Downtown Precise Plan study area, using the DPR 523 L update form), in
accordance with National Register criteria. Update the 1986 inventory to include
structures, which are now potentially historic (built between 1936 and 1968 -
assume 40 properties requiring new evaluations using DPR 523 A & B forms, within
the Precise Plan area).
Prepare analysis of resources, districts, processes, and procedures.
1. Prepare an analysis after the survey has been completed. The analysis will provide
quantitative and mapped information on historic resources, as well as a discussion
on the distribution and character of these resources across the plan area and
priorities for preservation. This will be presented in a report format.
2. Evaluate historic districts in the study area including the existing districts within the
Downtown Precise Plan study area that are reasonable to evaluate (assume 5) and
potential districts (assume 2).
3. This task will also include new processes and procedures for the protection of
historic resources, documentation of the benefits of preservation, and ideas for cost
mitigation of historic preservation actions. These types of activities will be
considered as complying with ( as applicable) "The Secretary of the Interior's
Standards for the Treatment of Historic Properties with Guidelines for Preserving,
Rehabilitating, Restoring, & Reconstructing Historic Buildings".
Deliverables from Opticos Team:
• Working Paper on Historic Resource Evaluation Methodology
• Materials for Conducting Survey (maps, forms, etc.)
• Draft Inventory of Historic Resources ( data base and G IS files)
• Narrative on Preservation Issues, Economic Benefits, Priorities, Potential Programs,
(Note: Archaeological Resources by others)
• Draft Downtown Preservation Report (final to be included as a chapter in the
Precise Plan)
Task 5: Downtown Transportation Strategy
Purpose: Opticos will work with City staff and the Transportation and Parking
Consultant(s) to advise on, review, and integrate two White Papers analyzing multi-modal
8
access and connectivity and parking issues in Downtown. The Multi-modal Access and
Connectivity White Paper is anticipated to include documentation of existing Downtown
conditions related to transportation and mobility for all modes, analyze transportation
demands and trends, and consider the impacts of changing technology on travel behavior,
traffic patterns and travel modes in the future. The Parking Analysis is anticipated to rely
on the recently completed 'Downtown Parking and Wayfinding Study' for data, and will
assess impacts of SMART service and bus transit on Downtown traffic, as well as parking
and TDM strategies. Both White Papers will be incorporated into the relevant section of the
Precise Plan document.
Deliverables from Opticos Team:
• Integration of the Downtown Multi-modal Access and Connectivity Strategy and
Downtown Parking Analysis and Policy White Papers, including a summary of public
input on Downtown transportation issues, into the Downtown Area Profile Report
Task 6: Downtown Infrastructure Profile
Purpose: Opticos will work with the Infrastructure Consultant to advise on, review, and
integrate an Infrastructure Profile for Downtown. The Infrastructure Profile is anticipated
to cover the existing condition and note key improvements needed for water, sewer,
stormwater and other Downtown utility facilities, as well as an assessment of the
suitability ofland for development based on existing capacities and soil conditions. The
Profile will include planned or proposed capital improvement projects, and highlight issues
that could affect the future Downtown, including the impacts of climate change; and
identify strategies that support San Rafael's Climate Action goals.
Deliverables from Opticos Team:
• Integration of the Downtown Infrastructure White Paper (including a summary of
public input on Downtown infrastructure issues) into the Downtown Area Profile
Report
Task 7: Downtown Economic and Market Profile
Purpose: Opticos will work with the Economic Consultant to advise on and review an
Economic and Market Profile for Downtown, including parcel-level analysis to understand
the current and future value of existing Downtown assets and its economic relevance
within the region, to provide a basis that could inform future economic development
strategies for Downtown.
In particular, the study will focus on the potential market demand for Transit-Oriented
Development and mixed-use in Downtown. The study will include feasibility analysis of
various development types, development incentives and the provision of affordable
housing in Downtown.
9
Deliverables from Opticos Team:
• Integration of the Downtown Economic and Market Profile (including a summary of
public input on economic issues) into the Downtown Area Profile Report
Task 8: Downtown Alternatives
Purpose: The Opticos team will utilize the design concepts developed during the charrette
to prepare three Plan Options. The Plan Options will address key issues and test various
combinations of building types and intensity, using a form-based approach. Graphics such
as maps, renderings and visualizations will be used to create 'before-and-after' scenarios to
highlight the design moves.
The Opticos team will work with the larger consultant team to evaluate and consider the
Plan Options for feasibility, to understand and evaluate the impacts related to mobility and
infrastructure and develop strategies accordingly. The results of this task will be
summarized in the form of a Downtown Options report and will include recommendations
to aid policy decisions.
Deliverables from Opticos Team:
• Downtown Options Report including a memo on recommended options (draft and
final)
Task 9: Affordable Housing and Anti-Displacement Strategy
Purpose: Plan to Place, as part of the Opticos team, will prepare the Affordable Housing
and Anti-Displacement Strategy. Dave Javid's experience managing the preparation of the
City's 2015-2023 Housing Element will be effective in providing a thorough understanding
of housing conditions in the area and potential strategies to address local and regional
issues. As a hub for homeless services in the County, Downtown San Rafael faces a difficult
challenge in addressing the affordable housing crisis and providing continued support for
the growing homeless population. The Strategy will evaluate existing programs and
provide a comprehensive set of strategies and recommendations for the Precise Plan.
Deliverables from Opticos Team:
• Draft Downtown Affordable Housing and Anti-Displacement Strategy (final version
will be a chapter in the Precise Plan)
Task 10: Downtown Design Guidelines and Placemaking Strategy
Purpose: The Opticos team will adopt a form-based approach in developing design
guidelines/ standards that will help to implement the vision for Downtown's built
environment and public realm. The Form-based Code will focus on private realm
components guiding the form and character of new buildings and frontages, as well as
10
public realm components that create a walkable and bike-friendly environment. The Form-
based Code can be incorporated into the Precise Plan as a chapter, and be integrated into
the Zoning Ordinance.
Deliverables from Opticos Team:
• Draft Downtown Form-based Code (final version will be a chapter in the Precise
Plan)
Task 11: Prepare Downtown Precise Plan
Purpose: The Opticos team will coordinate and work with City staff and other consultant
teams to prepare the Downtown Precise Plan.
Opticos will first prepare an Approach Memo highlighting the Table of Contents, a Style
Sheet and sample layout pages, and submit to the City for review and discussion. After the
Approach Memo has been discussed and finalized, the Opticos Team will prepare chapters
addressing the topics identified in the Final Precise Plan Approach Memo's Table of
Contents, project goals and objectives previously drafted, and the visioning and planning
content from the Design Charrette. During this process, the Opticos team will work with
City staff to request the larger consultant team to provide key technical content relating to
their scope of work; and critical to include in the appropriate sections of the Precise Plan;
as well as research a question or solution proposed by the Opticos Team, if needed.
The Precise Plan will incorporate all key findings from the Downtown Area Profile report
and will have design recommendations as well as project goals, policies and expected
outcomes for the Downtown districts. It will incorporate relevant content from preceding
tasks in the form of chapters, including (but not limited to) the topics of economic
development, historic and cultural resources, mobility, infrastructure, affordable housing
and anti-displacement strategy, and implementation. The Design Guidelines and
Placemaking Strategy (Form-Based Code) developed in Task 10 will also be included as a
chapter.
With the intent to create a concise and readable document, the Precise Plan will rely on
graphics and succinct narratives; with lengthier explanations, analysis and background
information provided in the form of appendices.
An 'Administrative Draft' of the Precise Plan will be submitted to City staff for review.
Comments and edits will be requested from the City in the form of a single set of non-
conflicting comments in the form of a 'Consolidated Comments' memo, to enable efficient
tracking of edits and timely delivery of the Public Review Draft Precise Plan.
Deliverables from Opticos Team:
11
• Downtown Precise Plan Approach Memo, including a Table of Contents and a Style
Sheet for the document (draft and final)
• Downtown Precise Plan -Administrative Draft
• Downtown Precise Plan -Public Review Draft incorporating Consolidated
Comments received from City staff
Task 12: Environmental Review for the Downtown Precise Plan
Purpose: The Opticos team will work with City staff to assist the CEQA consultant in the
preparation of the Program EIR for the Downtown Precise Plan. This will include advising
City staff and the Environmental consultant with regards to the project description, the
Downtown program, and the review of relevant sections of the EIR, including Downtown
Aesthetics, Land Use, Population/ Housing, Public Services, Recreation, and Historic and
Cultural Resources.
Deliverables from Opticos Team:
• None
Task 13: Adoption of the Precise Plan
Purpose: Opticos will participate in the Plan Adoption process, attending two public
hearings, one each with the Planning Commission and City Council; and two presentations
to other City Commissions and/or Boards. The Opticos team will work with City staff to
revise the Precise Plan document in response to comments received during the public
hearing process. Depending on the extent of the requested edits, Opticos will prepare an
Addendum listing the changes to be includP.d to the Precise Plan after adoption.
Deliverables from Opticos Team:
• Participation in two public hearings, one each for the Planning Commission and City
Council, including presentation materials and a summary of key meeting comments
• Draft Precise Plan Addendum
• List of zoning amendments and other Code amendments to be made concurrent
with the adoption of the Precise Plan
• Final Precise Plan, including transfer of document files
Task 14: Project Management
Purpose: Regular coordination with the City's project manager and consultants as needed,
to ensure efficient work flow and timely deliverables.
12
Deliverables from Opticos Team:
• Regular teleconferences or Go To Meetings with City's project manager
• Preparation and distribution of monthly project status reports to the City's project
manager
San Rafael Downtown Precise Plan
Scope Cit.gory 7 ar th ■ Clty'I RFP
PropoMd Budg.c Table· Optlco1 0-lgn Inc.
UPOATED 21 December 2018
San Rafael Downtown Precise Plan
Talk 1 an. Raconn■t-nm. KJck.-off Meat.Ing ind Bactgraund Data
Talk 2 PllrUalpatlon In ComrrwJnlty Engtge1M11t PrDgrwim
T■U: 3 Downtown ArN Prani. bport
T■K 4 Hlatarlo and CUIWral Ra:iun:. Su,wy and Analyal•
T■1k 6 Downtown Tran,portatlon StflUGY
(Not ,n our sa:pe; incorpo,1110 ma1cti11/c-+ coadin■rlai)
Talk II Downtown lnfrntn&ctura Prani.
(Nof In cu sccpe, ln capanuo malw/■ls + caord/n■rfooJ
T•lk 7 Downtown £:canolftO and M11bt Praflle
lNot ln a, IC(pO. fncapor■le m■rerl.r,-+ coord/natlc•d
Talk: B Downtown Altamadval
T■ak D Affordablti Hauling and AntJ-dlsptac.n.nt Stm:egy
Tak 'JD Downtown DellQn OJldttln• and Plammlk!na sim.gy
T■atn Prapllr.DowntawnPradlaPlln
Talr:12 Envfronnwital Ravi.wfarth■Downtown Pracl•Plan
Tllllr:13 AdopUonarth■PraoiaePltn
Tall:14 Pro}ec:IMlnaganwnt
[TOTAL FEES
Tora/Hour,
Add!Ua nal Tam,a,
1 Budget doe1 not Include rental or pu1ch111lng lee1 !Dr 1paca or
equlpn.:111 !or worlc1hopr., ch11rret1e1 and othur meeting,.
(Consultant to bring compute'5ancJ drafting ,upplles.)
Co111uhant wlll not be 1e1p(>n1ibla for any wch planning 01
expunM:t..
2 lludget does not Include, !cod ror panlclpant1 other than the
design team !or worli:1hop1, charrclle and working WlUlon1.
3 Budget does nol Include postage a,sc,clnted wlth public
outreach and m111ketlng.
4 lludgql doa1 nol Include ln1t11ll111inn nl any and all puhlic
outrcnth medl11 Including bu! nol llmllnd to bann1111 and
1ign11gn.
5 In 1h11 lnteresi or envlronmantal con1ldcrnllonc. the ccnwlrant
wlll provlda o PDF file ol eath dellverable unleis olherwlMJ
1peclllcd.
6 Cllenl 1h111I bo paid on 11. feo b111!1 for pe1fo1mance ol 1ervlce1
under this 11grcemen1 In accordance with lhe t11blo above.
7 Any add!llonal lo1h perlo11netl out1!dool 1ho1e 1peclll1.-d
abovo. wch 11111.nundlng 11ddlllonal mooting, or completing
addl!lonal 1uv!1lon1 buyond the hours or number ol ruvl1lo111
1pt.-cillt:d above. wl!I bttcompensatt:d al thu hourly rates listed In
thu tabla alwva (wb]ecl lo lm;i~w by flva percent(~~) 011
January I of each calentJor year occurlng during lhc tc1mol this
a[jlL"lllllC/11 ,)
01111coao.1icn.1rc
f>rlnclpal Senior Aswcla\11 Auociata
S275 S210 $1B4
eh, Oh, eh,
DO hr Oh, nohr
2h, Oh, 4h,
eh, oh, 12hr
4h, Oh, eh,
2h• oh, eh,
2h< oh, eh,
&h, Oh, 32 hr
4h, oh, eh,
32hr Ohr 44hr
26 hr Oh, 88hr
4h, Oh, eh,
20hr Ohr 40hr
16hr Oh, 08hr
I S58,850 so I seg,240
214hr Oh, 485hr
Table A-Cost Proposal-Downtown Precise Plan to Exhibit A
Optka1 D.ign, Inc. PllntaPhlce Dlnrnglla Architecture
Senior Ocalgner Analy1t 0-• Designer sub101■I r-Subtotal o.Jgn,lno. U:pen• Total
$168 S152 Sl52
Prlnclpal Auoclato Subtolal Subtot&I Plan·ta•Plllce , ... .. ....... Tola!
SlBO S130
Sr.Arch Arch. Principal Hi1t0rlan/ Hi110rlan Subtotal Subtotal Olrenglll
PM , ... Expense.s Total
S225 S130 $115
Total
12hr 16hr Oh, $8,120 so $0.120 4h, oh, $720 so 1720 Oh , Oh, Oh, so so 10
114hr 53hr oh, $71.104 $5,475 f71!1,57D 12h, 4h, $2,GOO so $2.8110 12h• '"' 32hr so S600 S7,500
12hr Oh, Oh, $3,302 so '3,302 48hr 34hr $13,060 so $13,080 oh, Oh, Oh, so so so
Oh, oh, Oh, $4,408 so $4,4011 Oh, oh, so so so 34 hr 42hr OJ!Jhr $81U:i95 $750 $87,346
eh, Oh, oh, SJ,916 $0 $3,8111 Oh, Oh, so so $0 Oh, Oh, Oh, so so so
eh, oh, oh, SJ,361!i so $3,3811 oh, oh, so so so oh, Oh, oh, so so so
eh, Oh, oh, SJ,366 so $3,389 Oh, Oh, so so $0 Oh, Oh, Oh, so so so
48hr 48hr Oh, S22,89B so $22,,1118 oh, oh, so so so Oh, Oh, Oh< so so $0
4h, Oh, Oh, $3,244 so .,., .. 24 hr 18hr $6,660 so $11,680 Oh, Oh, Oh, so so so
52hr 20hr Ohr $28.672 so 121,172 Ohr Ohr so so $0 Ohr Ohr Oht so so so
172hr 160hr Oh, S76,558 S274 :.078,832 16hr 16hr $4,960 $0 $-t,HO Oh, Oh, Oh, so so so
4h, Oh, Oh, SJ.244 so ,,., .. Oh, Oh, so so $0 Oh, Oh, Oh, so so $0
32hr 12hr Ohr $20,000 s,oo $2Q.3ll0 Ohr Ohr so so 10 O hr Ohr Oh, so so $0
IBhr Oh, 14hr $28,788 so $21,7111 Oh, oh, so so so Oh, Oh, Oh< so so $0
$82,320 $4D,DDB SJ.648 $281.025 $0,049 $287,117& I s":no::::J s•."a I s,e.aea I so I ,211.aaa 11 s10.,so I s, .• ea s11.,., I se•.••• I .,.,so I , ...... I 1 .,,a.ooo I
490hr 309hr 24hr 104 hr 72 ht 176 ht 46 hr 46 ht 671 ht 763 ht
Pie,. I IJ I
San Rafael General Plan 2040 -Community Design
Scope Category 5 of the City's RFP
Proposed Budget Table -Optlcos Design Inc.
UPDATED: 21 December 2018
San Rafael General Plan 2040 Community
Design Support
Teak1 Sita Raconnal-nca and Kick-off Meeting
Taak2 Participate In Community Engagement Program
Taak3 Alleaa Exlatlng Community Dealgn Condltlona
Task4 Partlcipata in General Plan Policy Development and
Production
Tasks Project Management and Administration
!roTALFEES
Total Hours
Additional Terms,
1 Budget does not include rental or purchasing fees for
space or equipment for workshops, charrettes and
other meetings. (Consultant to bring computers and
drafting supplies.) Consultant will not be responsible
for any such planning or expenses.
2 Budget does not include food for participants other
than the design team for workshops, charrette and
working sessions .
3 Budget does not include postage associated with
public outreach and marketing.
4 Budget does not include installation of any and all
public outreach media including but not limited to
banners and signage.
5 In the interest of environmental considerations, the
consultant will provide a PDF file of each deliverable
unless otherwise specified.
6 Client shall be paid on a fee basis for performance of
services under this agreement in accordance with the
table above.
7 Any additional tasks performed outside of those
specified above, such as attending additional
meetings or completing additional revisions beyond
the hours or number of revisions specified above, will
be compensated at the hourly rates listed in the table
above (subject to increase by five percent (5%) on
January 1 of each calendar year occuring during the
term of this agreement.)
Optlcos Design, Inc.
Principal
$275
$2,200
$7,700
$1,650
$3,150
$1,100
$15,800
57hr
Senior
Associate
$210
$0
$0
$0
$0
$0
$0
Ohr
Table B-Cost Proposal-Community Design Support to Exhibit A
Optlcos Design, Inc.
Associate Senior D~signer Analyst Adm in Optlcos
Designer Subtotal Subtotal Dealgn, Inc. Fees Expenses Total $184 $168 $152 $152 $100
$1.472 $1,344 $0 $0 $0 $5,016 $0 $5,016
$6,992 $6,384 $0 $0 $0 $21,076 $600 $21,676
$3,680 $5,376 $3,648 $0 $0 $14,354 $0 $14,354
$2,944 $3,696 $2.432 $0 $0 $12,222 $0 $12,222
$4,416 $0 $0 $1.216 $0 $6,732 $0 $6,732
$19,504 $16,800 $6,080 $1.216 $0 $59,400 $600 $60,000
106 hr 100hr 40hr B hr Ohr 311 hr
Page 1 of 1
CONTRACT ROUTING FORM
INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below.
TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER:
Contracting Department: Community Development
Project Manager: Ethan Guy
Extension: x2392
Contractor Name: Opticos Design, Inc
Contractor's Contact: Mitali Ganguly
Contact's Email: mitali.ganguly@opticosdesign.com
D FPPC: Check if Contractor/Consultant must file Form 700
Step RESPONSIBLE DESCRIPTION
DEPARTMENT
1 Project Manager a. Email PINS Introductory Notice to Contractor
b . Email contract (in Word) & attachments to City
Atty c/o Laraine.Gittens@cityofsanrafael.org
2 City Attorney a. Review, revise, and comment on draft agreement
and return to Project Manager
b . Confirm insurance requirements, create Job on
PINS, send PINS insurance notice to contractor
3 Project Manager Forward three (3) originals of final agreement to
contractor for their signature
4 Project Manager When necessary, * contractor-signed agreement
agendized for Council approval
*PSA > $75,000; or Purchase> $75,000; or
Publ ic Works Contract> $175,000
Date of Council approval
PRINT CONTINUE ROUTING PROCESS WITH HARD COPY
5 Project Manager Forward signed original agreements to City
Attorney with printed copy of this routing form
6 City Attorney Review and approve hard copy of signed
agreement
7 City Attorney Review and approve insurance in PINS, and bonds
(for Public Works Contracts)
8 City Manager/ Mayor Agreement executed by Council authorized official
9 City Clerk Attest signatures, retains original agreement and
forwards copies to Project Manager
COMPLETED
DATE
1/4/2019
1/4/2019
1/8/2019
1/8/2019
1/10/2019
□ N/A
Or
1/22/2019
\ /1-B/10,
1/~1t/
1/~7f
r--1 ,✓,c, ,,~11,~
REVIEWER
Check/Initial
~
EBG
~
~ LG
~ LG
~ EBG
~ EBG
~~
~
)Jr
~
1~-'IZ .,
..