HomeMy WebLinkAboutLR Terra Linda Community Center and Park Plan Project____________________________________________________________________________________
FOR CITY CLERK ONLY
Council Meeting: February 20, 2024
Disposition: Authorized the City Manager to enter into a Professional Services Agreement with
Gates + Associates in the amount not to exceed $166,818, using Measure A Funds that were
appropriated as part of the FY 2023-24 budget
Agenda Item No: 4.f
Meeting Date: February 20, 2024
SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Library & Recreation
Prepared by: Craig Veramay, Asst. Library and
Recreation Director
Catherine Quffa, Library and
Recreation Director
City Manager Approval: __________
File No.: 06.09.09
TOPIC: TERRA LINDA COMMUNITY CENTER AND PARK PLAN PROJECT
SUBJECT: AUTHORIZE THE CITY MANAGER TO ENTER INTO A PROFESSIONAL SERVICES
AGREEMENT WITH GATES + ASSOCIATES FOR LANDSCAPE ARCHITECTURAL
AND ENGINEERING DESIGN SERVICES FOR THE TERRA LINDA COMMUNITY
CENTER AND PARK PLAN PROJECT IN THE AMOUNT NOT TO EXCEED $166,818
RECOMMENDATION:
Authorize the City Manager to enter into a Professional Services Agreement with Gates + Associates in
the amount not to exceed $166,818, using Measure A Funds that were appropriated as part of the FY
2023-24 budget.
BACKGROUND:
In 2021 and 2022, the City completed a comprehensive Citywide Parks and Recreation Master Planning
(CPRMP) process. That process included an assessment of the existing parks and recreation facilities,
an evaluation of the community’s recreational needs, and the development of a prioritized set of
recommendations. One of the top priorities from the CPRMP was the creation of a master plan specifically
for the Terra Linda Community Park.
The Terra Linda Community Park is located at 670 del Ganado Road and is the City’s only community
park in Northern San Rafael (as defined by the City’s General Plan 2040 Parks, Recreation, and Open
Space Element). It comprises approximately 2.9 acres and includes a community center, playground,
basketball court, lawn and pathways, parking lot, and an outdoor pool complex.
The City predicts that North San Rafael will experience substantial development in the coming years,
which will both increase the demand on Terra Linda Community Park and provide a potential funding
source for improvements.
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
Through this planning process, the City hopes to identify creative opportunities to address outdated
infrastructure and increase recreational capacity at the park. While the planning process will assess how
to incorporate the existing outdoor pool complex, the pool footprint and its support structures are
expected to remain unchanged. The goal of the master plan is to identify opportunities to address the
changing needs and development opportunities of North San Rafael specifically, and the community.
ANALYSIS:
On October 26, 2023, the City released a Request for Proposals (RFP) for landscape architectural and
engineering design services for this project. On November 28, 2023, two proposals from qualified firms
were received. The two firms were evaluated and interviewed by City staff based on criteria specified in
the RFP, including, but not limited to, completeness of the proposal, relevant experience and success in
similar projects, experience and quality of project team, understanding of the project scope of work, ability
to meet deadlines and operate within budget, familiarity with federal grant procedures, and references by
former clients on similar projects.
City staff found Gates + Associates (“Gates”) and their sub-consultants to be the most advantageous to
the City for this project. Gates submitted a proposal to perform landscape architectural and engineering
design services, which staff reviewed and found to be complete and within industry standards.
The recommended Professional Services Agreement with Gates (Attachment 1) will provide project
management and coordination services, data gathering and site evaluation, public engagement, a draft
master plan with a vision framework and concept alternatives, and ultimately, a final master plan that
includes funding strategies, a cost estimate, phasing strategy, and master plan document.
ENVIRONMENTAL DETERMINATION:
This action is statutorily exempt from the California Environmental Quality Act (“CEQA”) pursuant to
section 15262 of the CEQA Guidelines because the agreement funds a planning study for possible future
actions which the City has not approved, adopted, or funded.
COMMUNITY OUTREACH:
In 2021 and 2022, the City underwent a comprehensive Citywide Parks and Recreation Master Plan
(CPRMP) process. That process included extensive community outreach, resulting in a recommendation
to develop a Terra Linda Park and Community Center plan.
The scope of work included in the agreement with Gates includes a robust community engagement plan
as well as an analysis of the community demographics and recreation trends. Gates and City staff will
conduct two rounds of outreach. The first will identify the community’s likes, needs, and wants in relation
to the Terra Linda Community Park, and is estimated to take place in Spring 2024. The second will seek
feedback on proposed priorities and concept alternatives during Summer 2024. The two rounds will
include in-person community meetings and events, an online survey, a project website, and focus group
meetings as part of the planning process. Staff will leverage popular spring and summer activities, as
well as outreach to Terra Linda residents living in multi-family housing apartments/complexes,
neighborhood associations, and community groups to engage a broad range of stakeholders for this
planning effort.
FISCAL IMPACT:
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
The Terra Linda Park and Community Center Plan project is identified in the FY 2023-24 Measure A
Work Plan. This agreement will be funded with an appropriation of $166,818 in Measure A funds.
OPTIONS:
The City Council has the following options to consider on this matter:
1.Authorize the City Manager to enter into the agreement.
2.Do not authorize the City Manager to enter into the agreement and provide further direction to
staff.
RECOMMENDED ACTION: Authorize the City Manager to enter into a Professional Services Agreement
with Gates + Associates in the amount not to exceed $166,818 using Measure A Funds that were
approved as part of the FY 2023-24 budget.
ATTACHMENT:
1.Draft PSA with Gates + Associates for Landscape Architectural and Engineering Design Services
(with Exhibit A)
AGREEMENT FOR PROFESSIONAL SERVICES
BY AND BETWEEN
THE CITY OF SAN RAFAEL
AND
GATES + ASSOCIATES LANDSCAPE ARCHITECTS
FOR LANDSCAPE ARCHITECTURAL AND ENGINEERING DESIGN SERVICES
This Agreement is made and entered into as of Mai, 27, 2024 (the
"Effective Date"), by and between the CITY OF SAN RAFAEL, a chartered California
municipal corporation (hereinafter "CITY'), and GATES + ASSOCIATES (hereinafter
"CONSULTANT"). CITY and CONSULTANT may be referred to individually as a "Party"
or collectively as the "Parties" or the "Parties to this Agreement."
RECITALS
A. CITY desires to secure professional services more fully described in this
Agreement, at Exhibit A, entitled "SCOPE OF SERVICES"; and
B. CONSULTANT represents that it, and its subcontractors, if any, have the
professional qualifications, expertise, and necessary licenses and desire to provide
certain goods and/or required services of the quality and type which meet objectives and
requirements of CITY; and
C. The Parties have specified herein the terms and conditions under which
such services will be provided and paid for.
NOW, THEREFORE, the parties hereby agree as follows:
AGREEMENT
SERVICES TO BE PROVIDED.
Except as otherwise may be expressly specified in this Agreement,
CONSULTANT shall furnish all technical and professional services, including labor,
material, equipment, transportation, supervision and expertise (collectively referred to as
"Services") to satisfactorily complete the work required by CITY at its sole risk and
expense. Services to be provided to CITY are more fully described in Exhibit A entitled
"SCOPE OF SERVICES." CONSULTANT acknowledges that the execution of this
Agreement by CITY is predicated upon representations made by CONSULTANT in that
certain proposal, dated November 28, 2023 ("Proposal") set forth in Exhibit A, which
constitutes the basis for this Agreement.
2. COMPENSATION.
In consideration for CONSULTANT's complete performance of Services, CITY
shall pay CONSULTANT for all materials provided and services rendered by
CONSULTANT at the unit rates and rates per hour for labor, as set forth in Exhibit A, for
a total amount not to exceed $166,818.
CONSULTANT will bill City on a monthly basis for Services provided by
CONSULTANT during the preceding month, subject to verification by CITY. CITY will pay
CONSULTANT within thirty (30) days of City's receipt of invoice.
3. TERM OF AGREEMENT.
Unless otherwise set forth in this Agreement or unless this paragraph is
subsequently modified by a written amendment to this Agreement, the term of this
Agreement shall begin on the Effective Date of this Agreement and terminate one (1) year
from the Effective Date.
4. PROJECT COORDINATION
A. CITY'S Project Manager. Craig Veramay 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. CONSULTANT'S Project Director. CONSULTANT shall assign a single
PROJECT DIRECTOR to have overall responsibility for the progress and execution of this
Agreement for CONSULTANT. Melonie Reynolds is hereby designated as the PROJECT
DIRECTOR for CONSULTANT. Should circumstances or conditions subsequent to the
execution of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the
CONSULTANT shall notify the CITY within ten (10) business days of the substitution.
5. 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 timeperiod.
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.
D. Return of Documents. Upon termination, any and all CITY documents or
materials provided to CONSULTANT and any and all of CONSULTANT'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.
v 08 22 2
6. OWNERSHIP OF DOCUMENTS.
The written documents and materials prepared by the CONSULTANT 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.
7. INSPECTION AND AUDIT.
Upon reasonable notice, CONSULTANT shall make available to CITY, or its agent,
for inspection and audit, all documents and materials maintained by CONSULTANT in
connection with its performance of its duties under this Agreement. CONSULTANT shall
fully cooperate with CITY or its agent in any such audit or inspection.
8. 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.
9. INSURANCE REQUIREMENTS.
During the term of this Agreement, and for any time period set forth in Exhibit B,
CONSULTANT shall procure and maintain in full force and effect, at no cost to CITY
insurance policies with respect to employees and vehicles assigned to the performance
of Services under this Agreement with coverage amounts; required endorsements,
certificates of insurance, and coverage verifications as defined in Exhibit B.
10. INDEMNIFICATION
A. Except as otherwise provided in subparagraph B of this section,
CONSULTANT 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
"CLAIMS"), arising out of CONSULTANT'S performance of its obligations or conduct of
its operations under this Agreement. The CONSULTANT'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 CONSULTANTS
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 CONSULTANT's work or work product by the CITY or any of its directors,
officers or employees shall not relieve or reduce the CONSULTANT's indemnification
obligations. In the event the City Indemnitees are made a party to any action, lawsuit,
or other adversarial proceeding arising from CONSULTANT'S performance of or
operations under this Agreement, CONSULTANT 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.
B. Where the services to be provided by CONSULTANT 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, CONSULTANT 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 CONSULTANT, 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 anyway 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.
11. NONDISCRIMINATION.
CONSULTANT 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.
12. COMPLIANCE WITH ALL LAWS.
CONSULTANT 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. CONSULTANT shall perform all services under this Agreement in
accordance with these laws, ordinances, codes and regulations. CONSULTANT 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.
13. NO THIRD PARTY BENEFICIARIES.
CITY and CONSULTANT 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
4
this Agreement, to the other party.
14. NOTICES.
All notices and other communications required or permitted to be given under this
Agreement, including any notice of change of address, shall be in writing and given by
personal 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, 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:
Craig Veramay, Asst. Library and
Recreation Director
618BSt
San Rafael, CA 94901
15. INDEPENDENT CONTRACTOR.
To CONSULTANT's Project Director:
Melonie Reynolds, Project Manager
Gates + Associates
1655 N. Main St Ste 365
Walnut Creek, CA 94596
For the purposes, and for the duration, of this Agreement, CONSULTANT, its
officers, agents and employees shall act in the capacity of an Independent Contractor, and
not as employees of the CITY. CONSULTANT and CITY expressly intend and agree that
the status of CONSULTANT, its officers, agents and employees be that of an Independent
Contractor and not that of an employee of CITY.
16. 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 CONSULTANT 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 CONSULTANT 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
v 08.22
by reference, the terms and conditions of this Agreement shall control.
17. SET-OFF AGAINST DEBTS.
CONSULTANT agrees that CITY may deduct from any payment due to
CONSULTANT under this Agreement, any monies which CONSULTANT owes CITY under
any ordinance, agreement, contract or resolution for any unpaid taxes, fees, licenses,
assessments, unpaid checks or other amounts.
18. WAIVERS.
The waiver by either party of any breach or violation of any term, 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, performance, 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.
19. 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.
20. CITY BUSINESS LICENSE / OTHER TAXES.
CONSULTANT shall obtain and maintain during the duration of this Agreement, a
CITY business license as required by the San Rafael Municipal Code, and CONSULTANT
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 CONSULTANT has
provided CITY with a completed Internal Revenue Service Form W 9 (Request for Taxpayer
Identification Number and Certification).
21. SURVIVAL OF TERMS.
Any terms of this Agreement that
termination) of this Agreement shall remain
Parties' respective successors and assigns.
22. APPLICABLE LAW.
by their nature extend beyond the term (or
in effect until fulfilled and shall apply to both
The laws of the State of California shall govern this Agreement.
vosz2 6
23. COUNTERPARTS AND ELECTRONIC SIGNATURE.
This Agreement may be executed by electronic signature and 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.
[Signatures are on the following page.]
IN WITNESS WHEREOF, the parties have executed this Agreement as of the day,
month and year first above written.
CITY OF SAN RAFAEL:
kCristineAlloviar27,20PDT)
City Manager
APPROVED AS TO FORM:
Office of the City Attorney
lq��
By: GENEVIEVE COYLE,
Assistant City Attorney
ATTEST:
City Clerk
Bronna Nuryni (for)
Brenna Nurmi (for) (Mar 27, 202413:09 PDT)
LINDSAY LARA, City Clerk
v 08.22
CONSULTANT:
%/
By: Gates+Associates
Name: Casey Case
Title: Managing Partner
[If CONSULTANT is a corporation, add
signature of second corporate officer]
By:
Name:
Title:
EXHIBIT A
SCOPE OF SERVICES
The Services to be performed for CITY by CONSULTANT under this Agreement are more
fully described in CONSULTANT's proposal, which is attached to this as Exhibit A.
Rev. 08.22 A-1
r
r
City of San Rafael
1400 Fifth Avenue
San Rafael, CA 94901
Gates + Associates
1655 N. Main Street
Walnut Creek, CA 94596
(925) 736-8176 x 2004
Melonie@dgates.com
November 28, 2023
GATES
+ASSOCIATES
GATESLANDSCAPE ARCHITECTURE LAND PLANNING URBAN DESIGN
+ASSOCIATES
November 28, 2023
City of San Rafael
1400 Fifth Avenue
San Rafael, CA 94901
RE: PROPOSAL FOR TERRA LINDA PARK AND COMMUNITY CENTER MASTER PLAN (FILE NO. 06.09.09)
Gates + Associates appreciates the opportunity to submit our proposal for the Terra Linda Park and Community Center
Master Plan. We applaud the City for taking the steps to further enhance this beloved public resource, increase outdoor
recreation access, and implement improvements identified in the Citywide Park & Recreation Master Plan. We have
enjoyed our current and past collaborations with the City of San Rafael to upgrade both the play area at Sun Valley Park
and implement improvements at Pickleweed Park, and would be honored to partner again with the City to refresh the
playground & surrounding amenities to ensure that Terra Linda Park is a dynamic and lasting space for public benefit.
Grounded by our mission to "get people outside,' Gates + Associates brings a strong and diverse portfolio of regional,
community, and neighborhood park design. Our team is proud to offer over 45 years of park planning and design
experience to this project, from developing park master plans to construction documents for park & playground
improvements across all ranges of size and budget. We specialize in developing implementable designs and final bid
documents that incorporate community input.
We are a 30-person firm located in Walnut Creek, California, where all work will be performed locally. With our diverse
and experienced staff, we offer a wide range of technical expertise, a reality -based knowledge of cost and maintenance
implicationsof design decisions, an understandingof how public spaces are used, and anabilityto respondtothe changing
needs of the jurisdictions we serve. Our proposed team includes key members of our firm, who bring a formidable
combination of practical experience, local familiarity, and a penchant for creating innovative yet implementable plans
through a transparent and consensus -oriented design process. We have assembled a custom "dream team" to meet
the challenges of your project. Our subconsultant partners include BKF Engineers, who will provide civil engineering
services; David J. Powers &Associates for environmental compliance & permitting assistance; Group 4for architectural
research and planning; and BSK Associates for geotechnical engineering services. We have collaborated with the listed
teams on several projects in the past and enjoytheir problem -solving and collaborative approach to design.
Gates + Associates accepts the sample Professional Services Agreement as -is. We also acknowledge
receipt of Addendum #1. A more detailed description of our approach and team is provided in
this proposal. We look forward to continuing our partnership with you on this exciting project,
Should you have any questions please feel free to contact me at (925) 736-8176 x2004, or at
melonie@dgates.com.
Sincerely,
MM"--
Melonie Reynolds
Project Manager
Gates + Associates
1655 N. MAIN STREET STE 365 1 WALNUT CREEK, CALIFORNIA 94596 1 T 925.736.8176 1 WWW_ DGATES.COM
TERRA LINDA PARK & COMMUNITY CENTER MASTER PLAN
...................................................................................................................................
CITY OF SAN RAFAEL
PROPOSAL
Gates + Associates
TABLE OF CONTENTS
Statement of Qualifications
Firm Profile/Relevant Experience 5
Organizational Chart 7
Resumes 8
References 10
Technical Competence
Scope of Services 12
Fee Summary by Company 18
Schedule 19
Appendix
Fee Proposals by Firm 21
STATEMENT OF
QUALIFICATIONS
Firm Profile
Project Experience
Organization Chart
Resumes
References
City of San Far
G .TES + ASSOCIATES (GATES) is a women -owned, SBE certified 30-person
Landscape Architecture, Urban Design and Land Planning firm located in Walnut
Creek, established in 1977. We are passionate group collaborative & innovative
designers who love to develop environmentally -sensitive urban designs that get
people outside. Our quality, sustainable designs throughout the San Francisco
Bay Area and beyond provide dynamic, memorable, and maintainable spaces
for a wide breadth of people to live, work, and play. To each design, we bring
an understanding of the way in which a space is experienced and the creativity
to conceive an environment that is memorable and unique. The spaces we
design are usable, educational, and inspirational.At Gates + Associates, we view
design within the public realm as a privilege to create a "place" for the local
community. Designs must not only celebrate a site's environmental qualities
but also create a desirable destination for people. Our schematic design process
emphasizes the communication of design concepts with graphics, diagrams, and
images to ensure the project goals are met. We regularly work with public agencies
to create beautiful yet functional spaces that meet specific local needs, express
a community's unique character, and thoughtfully consider circulation patterns,
accessibility, maintenance, and sustainability. We practice a consensus -oriented
design approach that facilitates incorporation of community and agency input.
GATES brings extensive experience with diverse groups of stakeholders who bring
a variety of perspectives to the process. Our project process optimizes the talents
of our graphics professionals, as well as group facilitation techniques, to effectively
communicate messages, elicit feedback and work toward consensus.
OUTSIDE CO1•ls'JLTA;`]TS
Names and qualifications of outside consultants and associates can be found
starting on page 7.
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STATEMENT OF QUALIFICATIONS
.............................................................
FIRM PROFILE+ RELEVANT EXPERIENCE
COMPANY INFORMATION
Gates + Associates
1655 N. Main Street, Suite #365
Walnut Creek, CA 94596
925.736.9176 1 www.dgates.com
Firm Owners:
Casey Case, President
Project Manager:
Melonie Reynolds
melonie@dgates.com
ilL:
KEiS=R PARK M,A57F5R PLAT] i Windsor, CA
Gates + Associates is collaborating with the Town of Windsor to
revise the 2008 Master Plan by rethinking improvements for the
site's southern portion and developing a concept for the expansion
properties acquired by the Town in 2022. The project has involved
a robust public outreach program, including creation of a project
logo, development and maintenance of the project website, various
print and digital collateral, stakeholder focus groups, in -person and
virtual workshops, and presentations to commissions and councils.
Round 1 outreach included multiple in -person events and an online
survey. In the round 2 of outreach, feedback was collected on three
draft concept alternatives for Keiser Park's expansion, via a design
charette, community webinar, and utilizing an online forum on the
project website. The project is currently in the Master Plan phase and
is intented to be presented to Council January 2024.
REFERF,v=
Client: 7_��wn of AlinJEmail: c,'LtT). ��Foamol-wind_or.com
Primary Contact: Olivia semen Date of Services Provided: November
Tel: (707) 838.5383 202.1- November 2023
GATES + ASSOCIATES 1 5
STATEMENT OF QUALIFICATIONS
........................................................................................
RELEVANT EXPERIENCE
MEMORIAL PARK SPECIFIC PLAN I Cupertino, CA
Memorial Park, a 22-acre site that hosts numerous community
and civic -focused events, is Cupertino's largest and most well -used
park. It houses a large lawn area, gazebo, an amphitheater, lighted
softball field and six lighted tennis courts, and is also adjacent to
three multi -use community centers and the Cupertino Veterans
Memorial. Preceded by 2 park renovation projects to remove ponds
and implement technical improvements at the amphitheater,
Gates is leading a multidisciplinary team to develop a plan that
aims to improve the facility and determine how to best meet the
future recreation, community gathering, event, and green space
needs of Cupertino and achieve the balance between the built and
natural environments. Our scope included a full site evaluation and
analysis of the park, facilitating a proactive and robust community
outreach effort that included online surveys, and development of a
community -preferred design concept for future improvements.
REFERENCE
Client: City of Cupertino
Primary Contact: Susan Michael
Tel: (408) 777-1328
Email: susanm@cupertino.org
Dates of Services Provided: 2022 - P-eser.t
(targeting adoption in Winter 2023
MATT GARCIA PARK MASTER PLAN
Fairfield, CA
As project prime, Gates + Associates is leading a multidisciplinary
team that includes Group4 Architecture, to collaborate with
the City of Fairfield to develop a complete comprehensive
Master Plan for the future Matt Garcia Community Park. The
50-acre park will include both active and passive recreation
opportunities, ranging from soccer fields and pickleball courts
to a wetland area, community plaza, recreation center and
adventure playground. Gates facilitated incorporation of
community and stakeholder input to develop a comprehensive
Master Plan to ensure the park is a viable community asset for
the next 50 years. The Master Plan document includes a site
assessment, community outreach summary, cost estimates, and
phased implementation plan.
REFERENCE
Client: City of Fairfield
Primary Contact: Caroline Vedde-
Tel: (707) 428-7484
Email: cvedder@fairfield.ca.gov
Dates of Services Provided: Octobe- 202 t- wlresent
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GATES + ASSOCIATES 1 6
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PROJECT ORGANIZATION & KEY PERSONNEL
..................................................................................
GATES + ASSOCIATES
POWERSBKF ENGINEERS DAVID J. •
Civil Engineers Environmental Geotechnicol Engineers
JASON KIRCHMANN WILL SURNs CRISTIANO MELO
Civil Engineer PIC Principal Project Manager 1 Geotechnical Project Manager
•
Architect
DAWN MERKES
Principal
CASEY CASE, RLA
Principal -in -Charge
MELONIE REYNOLDS, RLA
Project Manger
RYLEE RODRIGUEZ
Project Planner
REBECCA FLANEGAN
Outreach Coordinator
TSUMUGI FUJIMURA
Project Designer
PROJECT TEAM
CASEY CASE will serve as Principal -in -Charge. She is a visionary and collaborative landscape architect with a varied project
portfolio that includes park renovations, streetscape design, park & recreation master planning, and urban design. Casey's
expertise includes project management, graphic renderings, project concept, design development, cost estimating, and
construction document production. MELONIE REYNOLDS will serve as Project Manager and be the main point -of -contact
for the City. She has successfully managed a wide range of public and private projects from project design development, cost
estimation, construction document development, and construction administration. She brings a broad portfolio of a wide range
of park design, renovation and master planning projects, including recent experience with the City of San Rafael for improvements
at both Sun Valley Park & Pickleweed Park. RYLEE RODRIGUEZ will serve as Project Planner. Rylee has worked on a wide range
of public parks and recreation master plans since joining Gates + Associates. With a background in urban planning, design, and
policy development, her interest lies in parks, green spaces, and sectors of the public realm that emphasize placemaking and getting
people outside. REBECCA FLANEGAN will serve as Outreach Coordinator, bringing 15+ years of experience in events and
public engagement with a focus on creatively connecting to communities. At Gates, Rebecca has coordinated thoughtful and
inclusive outreach programs for capital improvement projects and solicited community feedback through focus group interviews,
webinars, online surveys, and in -person workshops. TSUMUGI FUJIMURA will serve as Project Designer. She brings experience
with creating conceptual designs based an community input for public infrastructure projects including Sun Valley Park in San
Rafael, as well as producing schematic design graphics & photosimulations for past Master Plan projects including Keiser Park in
Windsor and Arden Park & Recreation Master Plan in Sacramento.
SUBCONSULTANTS
JASON KIRCHMANN will provide civil engineering services through BKF Engineers. He has a wide variety of experience in
civil engineering design and the construction of projects for local municipalities and private sector clients. WILL BURNS will
provide environmental planning services through David J. Powers & Associates. Will will prepare the necessary environmental
review for the project. He has extensive experience in evaluating environmental impacts associated with park and recreational
projects. CRISTIANO MELO will provide geotechnical services through BSK Associates. He has nearly 23 years of engineering
experience supporting projects ranging from design of shallow and deep foundations to retaining walls, pavements evaluation
and rehabilitation studies, earthwork, hillside grading, site drainage, subgrade stabilization, numerous parks, and slope stability
analysis. He is also experienced in managing construction observation and testing. DAWN MERKES will provide architecture
planning services. Dawn will lead architectural assessments required for the master planning and conceptual design for the new
Terra Linda Community as well as support in community outreach/engagement.
GATES + ASSOCIATES 1 7
STATEMENT OF QUALIFICATIONS
..............................................................
RESUMES
CASEY CASE, RLA I Principal -in -Charge
Casey has successfully managed numerous projects both in public
RELEVANT PROJECTS
and private sectors. Her project experience includes urban design.
Boyside Manor & Marina Vista Park
streetscape design, campus master planning, and community
Upgrades, Millbrae, CA
planning and design. Her expertise as a Landscape Architect,
Memorial Pork Specific Plan,
Arborist, and sustainability steward allows her to design the outdoor
Cupertino, CA
GATES + ASSOCIATES
experience with a holistic approach that permeates the building
Keiser Park Master Plan Update, Windsor, CA
Walnut Creek, CA
edge and bridges the gap between the environment and human
Parks & Rec Master Plan Update, Milpitas, CA
REGISTRATIONS
Landscape Architect, CA 46032
interaction.
Recreation & Park District Optimized Plan,
ISA-Certified Arborist
YEARS EXPERIENCE
Cordova, CA
ReScape-Qualified Rater
15 years, 12 with firm
MELONIE REYNOLDS, RLA I Project Manager
Melonie has worked on a wide range of public and private RELEVANT PROJECTS
projects from creation of project cdesign, design development, cost � estimation, construction document development, and construction Carmichael Parks Master Plan,Carmichael, CA
adminstration. She has experience with a wide range of park design
and master planning projects and is highly familiar with their unique Daly City Parks and Open Space Muster
GATES+ASSOCIATES ' issues. She has a broad knowledge of landscape design approaches Plan, Daly City, CA
Walnut Creek, CA and successful management of all types of design projects. Melonie Matt Garcia Community Park Master
REGISTRATION is well -versed in the design of LEED, CHPS, and ReScape Projects and Plan, Fairfield, CA
Landscape Architect, CA46573 is a ReScape Qualified Landscape Professional. Middle HarborShoreline Park, Oakland, CA
ReScape-Qualified Professional YEARS EXPERIENCE Recreation & Park District Optimized Plan,
19 years, 19 with firm Cordova, CA
RYLEE RODRIGUEZ I Project Planner
- Rylee has worked on a wide range of public parks & recreation RELEVANT PROJECTS
K master plans since joining Gates + Associates. With a background in Middle Harbor Shoreline Park Master
urban planning, design, and policy development, her interest lies in pion Update, Port of Oakland, C4
parks, green spaces, and sectors of the public realy that emphasizes
thoughtful placemaking, and getting people outside. Her skills Memorial Park Specific Plan, Cupertino, CA
GATES + ASSOCIATES include planning, design, policy development, and GIS, Mott Garcia Community Pork Master
Walnut creek, CA Plan, Fairfield, CA
YEARS EXPERIENCEKeiser Park Master Plan Update, Windsor, CA
1 year, 1 with firmrm
REBECCA FLAN EGAN I Outreach Coordinator
Rebecca has over 15 years of experience in events and public RELEVANT PROJECTS
engagement with a focus on creatively connecting to communities. At Bayside Manor& Marino Vista Park
Gates + Associates, Rebecca has coordinated thoughtful and inclusive Upgrades, Millbrae, CA
outreach programs for planning projects and solicited community
s J ggl feedback through a variety of forums, interviews, webinars, online Keiser Park Master Plan Update, Windsor
GATES + ASSOCIATES surveys, and in -person workshops. Her expertise involves outlining CA
Walnut Creek, CA outreach opportunities, guiding the engagement process to meet the Memorial Pork Specific Plan, Cupertino, CA
YEARS EXPERIENCE needs of the client and community, and synthesizing input received Sign Hill Open Space Master Plan, South
24 years, 1 with firm into comprehensive and actionable results. San Francisco, CA
GATES + ASSOCIATES
STATEMENT OF QUALIFICATIONS
.......................................................................................
RESUMES
TSUMUGI FUJIMURA I Project Designer
Tsumugi has managed a wide range of public and private projects.
1
She is a curious, open-minded, and detail -oriented professional
who is passionate about urban planning and development. She
utilizes her project management skills and proficiency in industry -
standard design software to carry projects from initial concept
GATES + ASSOCIATES development to construction documentation. By integrating user
Walnut Creek, CA needs, environmental considerations, and aesthetic principles, she
YEARS EXPERIENCE strives to consistently deliver projects that strike a balance between
4 years, 4 with firm functionality, sustainability, and visual appeal.
JASON KIRCHMANN, PE, PLS, QSD/P I Civil PIC
Jason has a wide variety of experience in civil engineering design,
and the construction of projects for local municipalities and
private sector clients. He has provided civil engineering and land
surveying services for a wide array of projects, converting client's
ideas and desires intofinal construction documents. Jason brings a
BKF ENGINEERS
keen sense of urgency to projects and consistently demonstrating
Santa Rosa, CA
the ability to stay on schedule and within budget.
REGISTRATIONS
Civil Engineer, CA No. 78079
YEARS EXPERIENCE
21 years, 21 with firm
Land Surveyor, CA No. 8806
W I LL B U R N S I Principal Project Manager
Will Burns is a Vice President and Principal Project Manager for DJPA
with 20+ years of experience preparing environmental documents for
private & public sector projects including master plans for parks and
recreational facilities and infrastructure projects including multi -use
pathways and pedestrian/bicycle safety projects. His expertise lies in
managing the environmental process to meet CEQA requirements, and
DAVID J. POWERS & local/state/federal permitting agencies.
ASSOCIATES
Oakland, CA YEARS EXPERIENCE
20 years, 20 with firm
BSK ASSOCIATES
Livermore, CA
REGISTRATION
CA Geotech. Engineer, 464025
GROUP 4 ARCHITECTURE
San Francisco, CA
REGISTRATION
CA Architect, C24206
LEED AP, BD+C
C R I STI A N O M E LO, PE, GE I lead Geotechnical Engineer
Cristiano is a licensed Civil and Geotechnical Engineer in the State
of California with nearly of 23 years of engineering experience
supporting projects ranging from design of shallow and deep
foundations to retaining walls, pavements evaluation and
rehabilitation studies, earthwork, hillside grading, site drainage,
subgrade stabilization, numerous parks, and slope stability analysis.
YEARS EXPERIENCE
23 years, 10 with firm
DAWN MERKES, AIA LEED I Principal
Dawn Merkes is an active proponent of user -based planning for
public projects. With her strong communication skills and excellent
public meeting facilitation abilities, Dawn excels in working with
communities and stakeholders to create a vision that leads facilities
that have a significant impact on people's daily lives. She brings an
excellent record in managing the public engagement, community
outreach, and architectural planning for complex and high -profile
public community and recreation projects.
RELEVANT PROJECTS
Sun Valley Park, San Rafael, CA
Keiser Park Master Plan Update, Windsor, CA
Ellis Aquatic Center, Tracy, CA
Rotary Park, Lathrop, CA
Logvy Park, Colistoga, CA
Smith Field Master Plan, Half Moon Bay, CA
RELEVANT PROJECTS
VictorJones Park Improvements, San Rafael, CA
Sun Valley Park, San Rafael, CA
Bayer Neighborhood Park and Community
Garden, Santa Rosa, CA
Ives Park Renov. Master Plan, Sebastopol, CA
Keiser Community Park, Windsor, CA
RELEVANT PROJECTS
Creekside Master Plan, Morin County
Kowano Springs Community Park Master
Plan, Santo Rosa,CA
Roseland Creek Community Pork Master
Plan, Santa Rosa, CA
Veterans Memorial Beach Master Plan,
Sonoma County, CA
RELEVANT PROJECTS
Grove Park Improvements, Berkeley, CA
Marchetti Park, Antioch, CA
Premier Fields, Pittsburg, CA
McCoy Creek Trail Phase A, Suisun City, CA
Wallis Ranch Community Park, Dublin, CA
RELEVANT PROJECTS
San Rafael Essential Facilities & Civic Center
Plan, San Rafael, CA
San Rafael Library Master Plan, San Rafael, CA
Pickleweed Park Community Center& Library,
San Rafael, CA
Burlingame Community Center, Burlingame, CA
GATES + ASSOCIATES 1 9
STATEMENT OF QUALIFICATIONS
........................................................................................
MASTER PLAN REFERENCES
OLIVIA LEMEN
Director of Parks and Recreation
Town of Windsor
Tel: (707) 838-5383 1 Email: olemen@townofwindsor.com
Project: Keiser Park Master Plan Update — Gates + Associates is collaborating with the
Town of Windsortc develop a new vision for Keiser Park that best serves the needs of the
community into the future and illustrates a community -backed concept for the expansion
properties acquired by the Town. Community outreach was conducted between 2022 to
2023 and included pop-up events, online surveys, a virtual webinar, and presentations to
councils and commissions throughout the process. Our team developed three unique
design concepts for the public to respond to, all emphasizing themes important to
the community. Once a preferred alternative is selected, cost estimates, funding
strategies, partnership opportunities and phasing alternatives will be identified
within the Master Plan along with environmental review.
Plan Document Website (DRAFT Plan - not yet public):
https://go tesassocia tes.shorefil e. com/d-sodoO5bd cOd2O4674bel3o8a7948d 1764
CAROLINE VEDDER
Associate Civil Engineer
City of Fairfield
Tel: (707) 428-7484 1 Email: cvedder@fairfield.ca.gov
Project: Matt Garcia Community Park — Gates is currently working with the City of
Fairfield to develop a comprehensive Master Plan for the future Matt Garcia Community
Park. The 50-acre park will include a wide range of active and passive recreation
opportunities with the community demonstrating desires for soccer fields, an adventure
playground, tennis and pickleball courts, and all -wheels track, outdoor amphitheater, a
trail & path network and picnic areas -all included in the preferred alternative. The project
involved robust community outreach effort that included online surveys, pop-up events
and stakeholder interviews.
Plan Document Website (DRAFT Plan - not yet public):
h ttps.Ilgotescissocii7tes.shoref it e. com/d-scf747f27f 6Ol4636aa8f8387bl94O9c9
MICHAEL BLONDINO
District Administrator
Carmichael Recreation & Park District
Tel: (916) 485-5322 1 Email: mblondino@carmichaelpark.com
Project: Carmichael Recreation & Park District Master Plan Update — Gates +
Associates directly performed the master plan for the Carmichael Recreation Park
District which features 13 parks and facilities. The update is intended to serve as a
guide for policy decisions; prioritizing and balancing demands and opportunities;
providing a framework for park and facility improvements and other expenditures for
parks and recreation activities. This project involved a robust community outreach
process, which involved in -person and virtual community events; multiple focus
groups to better understand & hear from specific demographic groups; a dedicated
project website and social media plan; and a thorough public review process of Draft
Master Plan Update.
Plan Document Website: https://www.cormichcielpark.com/fileslo5335dbf1/2021+-
11+-+01+Carmichael+MP+-+Reduced+%281 %29_ pdf
Photosimulation of Park Entryfor Keiser Park,
Windsor, CA
MATT GARCIA
COMMUNITY PARK
Visit us
Online
to
TAKE THE
F—All SURVEY
Social Media Collateral for Matt Garcia
Community Park Master Plan, Fairfield, CA
P, C I 1�
11e4reallaa end Parks Mealar Plan YPda/e
r
CARMICHAEL RECREATION AND PARK DISTRICT
RECREATION & PARKS
MASTER PLAN UPDATE
FINAL DRAFT
Final Pion DocumentforCarmichael Recreation
& Parks Master Plan Update
GATES + ASSOCIATES 1 10
TECHNICAL COMPETENCE
Scope of Services ;
Fee Summary by Company ,
Schedule 1
I t-f Sal, cferj*,.
WORKPLAN
Revised 1/10/24
TERRA LINDA PARK & COMMUNITY CENTER MASTER PLAN
City of San Rafael
TASK 1— PROJECT MANAGEMENT
The objective of this task is to meet with the project team, visit the project site, review background materials, and
proactively manage the project by addressing issues in a timely manner to maintain the project schedule.
Subtask 1.1— Project Management
Manage all aspects of the project including consultants, schedule, meetings, and deliverables.
Provide copies of agendas and other meeting materials to the City in advance of meetings.
Subtask 1.2 — Project Kick-off Meeting
Host project kick-off meeting (virtual) to confirm project details and expectations:
• Review project goals and challenges.
• Establish roles and communication protocols between team members and City staff.
• Identify potential stakeholders.
• Review community outreach strategy.
• Discuss and adopt a baseline schedule with key milestones for the project.
• Identify background/resource materials.
Subtask 1.3 — Progress Reports & Meetings
Provide weekly email updates and bi-weekly virtual check -ins with City staff and the project team to ensure productive
communication regarding upcoming tasks, project progress, and project schedule.
DELIVERABLES: MEETINGS:
Project Plan & Schedule Kickoff Meeting (virtual) M.
Weekly Progress Emails Bi-weekly Virtual Check -ins (24)
TASK 2 — DATA GATHERING & SITE EVALUATION
The objective of this task is to develop an understanding of site opportunities and constraints through review of
previous studies, staff interviews, site reconnaissance, and research.
Subtask 2.1 — Existing Document Review
Review existing site assessments, 2022 Citywide Parks and Recreation Master Plan, General Plan 2040, as -built plans,
and other related documents to establish context and gather information for the project.
Subtask 2.2 — Site Visit and Reconnaissance
Perform two (2) site visits with City staff. Inspect and inventory the project area to review access, use patterns,
structure interface, circulation, existing trees, perimeter conforms, irrigation services/equipment, and any possible
conflicts with existing infrastructure.
Perform (1) site visit (at same time as one visit discussed above) with City staff to walk existing building and summarize
facilities condition, programs and operations.
Subtask 2.3 — Needs Assessment
Analyze existing site conditions with consideration given to inclusivity, quantity, condition, cultural relevancy,
connections, programs, and services.
• Identify currently unmet site and building needs using site assessment data and benchmarking.
GATES
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Revised 1/10/24
WORKPLAN
• Assess current programs, services, and maintenance at the park site in relation to present and future goals,
objectives, and directives.
• Access current programs, services, and maintenance at the Community Center site in relation to present and
future goals, objectives, and directives.
• Consider demographics, recreation trends, community values, and the improvement of health and
environmental outcomes in the analysis.
DELIVERABLES: MEETINGS:
Summary of Assessment Findings Site Visits with City Staff (2)
TASK 3 - PUBLIC ENGAGEMENT
The purpose of this task is to proactively engage the community in developing a vision for the Terra Linda Park and
Community Center Master Plan.
Subtask 3.1 — Community Outreach Plan
Work with City staff to develop a community outreach plan. The plan will identify the specific channels for each round
of outreach. We are assuming two (2) rounds with multiple input opportunities in each round to create a consistent
data set.
Round 1: Likes, Needs, and Wants
Identify current usage trends, as well as amenities and programs the community desires for the site.
Participation Avenues:
• Project Website (designed and hosted by GATES at project -specific web address)
• Community meetings (2 virtual and 2 in -person)
• Online Survey
• One (1) Pop-up activity/station at a community event, meeting, and/or the site
Round 2: Priorities and Concept Alternatives
Develop and present preliminary concept alternatives and identify community preferences and priorities.
Participation Avenues:
• Project Website
• Stakeholder Meetings/Focus Groups
• Online Survey
• One (1) Community Workshop
• One (1) Pop-up activity/station at a community event, meeting, and/or the site
This task also includes the following outreach efforts:
• Develop project tagline/logo to be a consistent brand in all outreach communication.
• Prepare outreach collateral pieces (flyer, mailer, poster, etc.) to promote public engagement activities.
Assume four (4) template pieces created in both English and up to two (2) other languages, updated for each
round/event.
• Create a schedule for announcements, events, and other awareness -building.
• Work with the City to identify appropriate communication channels. These might include:
➢ Social media
➢ Informational booth at City events or meetings
➢ Newsletter for local schools/community groups
➢ Signage at project site
GATES
*ASSOCIATES
Revised 1/10/24
WORKPLAN
• Work with the City to identify and reach out to potential co-sponsors or co -promoters and community
enhancers to assist with outreach efforts.
• Provide documentation of the community engagement strategies and processes implemented, as well as the
results of those efforts.
Subtask 3.1— Project Website/Social Media
Utilize virtual platforms to increase community awareness and share information about the project.
Website
Gates to provide content and graphics to City to host on City -managed project webpage.
Manage comments, provide content and six (6) updates over the course of the project to keep the community
informed, share survey results, and promote input opportunities including a frequently -asked -questions section.
Social Media
City will post social media content provided by the consultant to appropriate City -managed social media accounts,
e.g., Facebook, Instagram, X (formerly Twitter), and/or Nextdoor.
Consultant to provide:
• Shareable text, graphics, images, and hashtags.
• Recommendations for posting schedules.
City to monitor sites. Gates to consult on responses to community input.
Subtask 3.3 — Online Survey
Develop surveys for Round 1 and Round 2 to gather input from participants in an online -based format.
• Online surveys will be created through Survey Monkey by Consultant.
• Links to surveys to be distributed by City via additional online media such as Instagram, Nextdoor, and
Facebook, as well as posted on the project website/webpage.
• Results will be analyzed and tabulated by consultant.a
Work with City staff to identify locations where supplemental "hard copies" can be available and to post flyers at key
locations (line at grocery store, City Hall, library) to encourage online survey participation. (English and Spanish)
Subtask 3.4 — Community Meetings and Stakeholder Focus Groups
Plan and facilitate stakeholder focus discussion groups around key topics. Work with the City to identify Key
Stakeholders to provide understanding of expectations, insights, and opportunities.
Stakeholders may include:
• Park user groups
• Neighborhood Associations
• Service Organizations
• Local Community Leaders
• Other Advocacy Groups
Work with City staff to notify stakeholder groups and solicit their participation in virtual or in person meetings.
Prepare agendas, presentations, and materials to facilitate discussion.
Potential meeting topics might include:
• Unmet recreation needs
• Design criteria for specific amenities (nature playground, amphitheater/gathering space, etc.)
• Potential partnerships
GATE S ';`
Revised 1/10/24
WORKPLAN
• Preferred alternative
• Phasing priorities
Subtask 3.5 — Community Meetings, Workshops, and Pop -ups
Host (5) community -wide meetings with varying dates, times, locations, and formats to capture as much input as
possible. Each event will provide project updates and interactive opportunities for community members to provide
input on the project.
Prepare exhibit materials to facilitate discussion and collect feedback.
For in -person meetings and pop-up events, City to arrange for space and provide tents/tables, etc. Consultant
to provide exhibits and run stations.
For virtual workshops, Consultant to host meeting, prepare materials, and facilitate discussion.
Community meeting summaries and recordings will be posted to the project website and allow for continued virtual
input.
Subtask 3.6 — Public Meetings
• (2) Presentations at the Parks and Recreation Commission
• (2) Presentations at City Council meetings
DELIVERABLES:
Community Engagement Plan
Draft and Final Online Surveys
Draft and Final Outreach Materials
Pop-Up/Workshop Event Materials
Public Meeting Package and Presentation
Outreach Summary
TASK 4 — DRAFT MASTER PLAN
MEETINGS:
Rd 1 Community meeting (virtual)
(1)
Rd 1 Community meeting (in -person)
(1)
Rd 1 Focus group meetings
(1-2)
Rd 2 Virtual Community Workshop
(1)
Rd 1 & 2 Pop -Ups
(2)
Park and Recreation Commission
(2)
City Council
(2)
The objective of this task is to develop alternative scenariows for the park based on an understanding of the site and
community and stakeholder input and to identify a preferred option.
Subtask 4.1— Vision Framework
Based on outreach efforts and need assessment, develop a vision framework including:
• Guideline Principles —to be used in evaluation of alternatives and in the development of goals and objectives.
• Draft program of desired exterior recreation opportunities and site elements to meet community recreation
needs.
• Draft building program of desired reaction programs and service opportunities and building elements to meet
community recreation needs.
Subtask 4.2 — Concept Alternatives
Prepare two (2) alternative Concept Plans to scale illustrating functional relationships, circulation hierarchy, use
spaces, buffers, and park facilities.
• Programmed recreation spaces — including spaces that support community recreation such as group exercise
spaces, outdoor sports courts, and play equipment
• Programmed community/recreation center spaces
Site access and circulation options.
GATES (�
-ASSOCIATES
Revised 1/10/24
WORKPLAN
• Constraints and potential impacts (noise, light, air, traffic, and safety).
• Other innovative alternatives that may have emerged through community participation.
Review alternatives with City Staff to identify a preferred option with potential alternatives to share with Stakeholders
and public.
Prepare presentation material to present concept alternatives and findings from public input to the Park and
Recreation Commission and City Council.
Subtask 4.3 — Preferred Alternative
Prepare an annotated Illustrative Site Plan.
Prepare overall site diagrams describing design intent which might include:
• Circulation hierarchy
• Grading / stormwater concept
• Utility improvement
• Recreation amenity locations
• Landscape concept
• Building concept
Refine preferred alternative to create DRAFT Master Plan based on stakeholder and public input.
TASK 5 —MASTER PLAN
The objective of this task is to refine the preferred alternative into a 'blueprint' for park improvements.
Subtask 5.1— Master Plan Update
Work with Staff to update the Master Plan based on Park & Recreation Commission, Council and Community input.
Subtask 5.2 — Funding Strategies
Work with City Staff to explore funding options:
Grants
• Review potential grant sources with City Staff to identify City candidates.
• Review requirements of potential grant services to ensure the Master Plan process provides the
required documentation (e.g., inclusive outreach is often a key criteria).
Partnerships
• Work with staff to identify any potential funding partners — non -profits, school districts, program
operators, businesses, agencies.
Revenue Generation
• Identify potential operation revenue sources.
CIP
• Identify potential budget for CIP funding over the next 10 years.
Impact Fees
• Identify potential funds and timing of funds from Development Impact Fees.
Subtask 5.3 — Cost Estimate
Develop cost estimates for proposed improvements including City administration cost, and professional services fees.
Break cost estimate into segments to align with phasing.
Subtask 5.4 — Phasing Strategy
Based on Community priorities, logical construction sequencing and potential CIP and other funding opportunities.
Develop a preliminary phasing plan.
GATES !�
.ASSOCIATES i
Revised 1/10/24
WORKPLAN
Work with staff to review phasing and refine the Master Plan as necessary
Subtask 5.5 — Master Plan Document
Consolidate process, findings and recommendations into a summary document which may include:
• Executive Summary
• Background (purpose of document, history of project, site analysis)
• Goals and Objectives
• Community Input Summary
• Design Process, Alternatives, and Character
• Preferred Site Design and cost estimate
• Implementation Strategy (financial and action plans)
Subtask 5.6 — Final Master Plan
• Present Final Master Plan and Phasing Strategy to City Council
• Work with staff to incorporate City Council comments into the final document
DELIVERABLES:
Refined Master Plan Evaluation
Cost Estimate for Preferred Conceptual Design
Funding Strategies Matrix
Phasing Plan
Draft Summary
Master Plan Document
Final Master Plan (1 printed, bound color copy & 1
electronic copy in Word & PDF)
Presentation materials
TASK 6 — ENVIRONMENTAL REVIEW
The objective of this task is to provide the necessary environmental review pursuant to the California Environmental
Quality Act for the preferred alternative. This scope of work assumes that the proposed Master Plan will qualify for a
Categorical Exemption (CE) pursuant to CEQA Guidelines Section 15301 Existing Facilities (Class 1) and that the City will
provide all necessary technical reports and data.
If there are no substantial changes to the preferred alternative during Task 5, this task can overlap or proceed
concurrently with Task 5.
Subtask 6.1 — Preparation of Categorical Exemption Justification Memorandum and Notice of Exemption
DJP&A will prepare a CE Justification Memorandum that documents how the project qualifies for a Class 1 exemption
under CEQA and does not meet any of the exceptions to the exemptions identified in CEQA Guidelines Section
15300.2. This scope assumes the City shall provide all necessary technical reports and data to substantiate the CE to
DJP&A. The technical documentation required will be based upon the improvements proposed in Master Plan.
• Submit an administrative draft memo and draft Notice of Exemption (NOE) to the City for review and
comment
• Finalize the memo and NOE based on City comments
This scope assumes the City will file the NOE at the County Clerk and State Clearinghouse.
TASK 7 — OPTIONAL SERVICES
GATES "
+ASSOCIATES 1
Revised 1/10/24
WORKPLAN
Subtask 7.1 — Limited Geotechnical Investigation
A limited geotechnical investigation consisting of advancing up to four (4) shallow hand auger borings to depth of up to
5 feet below the ground surface will be performed. The investigation will include limited laboratory testing and
preparation of a geotechnical report presenting geotechnical recommendations for playground improvements, fencing,
exterior flatwork, and asphalt paved walkways.
Subtask Z2 — Grant Writing
KEY ASSUMPTIONS
The scope, schedule, and budget outlined in this proposal are predicated on the limitations and assumptions described
below:
• All documents will be provided electronically to the City for review and reproduction.
• City to print all collateral for Community Engagement noticing (to be determined in community engagement plan),
Gates to provide graphics.
• City to post on Social Media accounts, Gates to provide digital graphics.
• City to provide in -person translation services (if needed).
• All comments received from the City shall be consolidated from ALL departments, concise and non -contradictory
prior to distribution to the project team.
• City is responsible for public noticing publication costs for the draft IS review period and filing the Notice of Intent
with the county clerk.
KEY EXCLUSIONS
The project exclusions not included within the scope of work are described below:
• Topographic, Utility, and Boundary Survey (BKF has current on -call contract with City and will perform, if needed,
under that contract)
• Title Report
• Construction Documentation
• Arborist Services
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EXHIBIT B
INSURANCE REQUIREMENTS
During the term of this Agreement, and for any time period set forth below,
CONSULTANT shall procure and maintain in full force and effect, at no cost to CITY
insurance policies with respect to employees and vehicles assigned to the performance
of Services under this Agreement with coverage amounts, required endorsements,
certificates of insurance, and coverage verifications as defined in this Exhibit B.
A. Scope of Coverage. During the term of this Agreement, CONSULTANT
shall maintain, at no expense to CITY, the following insurance policies:
1. Commercial general liability. 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. Automobile liability. An automobile liability (owned, non -owned, and
hired vehicles) insurance policy in the minimum amount of one million dollars ($1,000,000)
per occurrence.
3. Professional liability. 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 CONSULTANT's
performance of services under this Agreement: Where CONSULTANT is a professional not
required to have a professional license, CITY reserves the right to require CONSULTANT
to provide professional liability insurance pursuant to this section.
4. Workers' compensation. If it employs any person, CONSULTANT
shall maintain workers' 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. CONSULTANT's
workers' compensation insurance shall be specifically endorsed to waive any right of
subrogation against CITY.
B. Other Insurance Requirements. The insurance coverage required of the
CONSULTANT in subparagraph A of this section above shall also meet the following
requirements:
1. Except for professional liability insurance or workers' 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 CONSULTANT's insurance
policies shall be "primary and noncontributory" 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 CONSULTANT'S policies
shall be at least as broad as ISO form CG20 01 04 13.
3. Except for professional liability insurance or workers' 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, CONSULTANT hereby grants to
CITY a waiver of any right to subrogation which any insurer of CONSULTANT may
acquire against CITY by virtue of the payment of any loss under such
insurance. CONSULTANT 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 broaderthan 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 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 CONSULTANT under this
Agreement.
9. CONSULTANT agrees to ensure that subcontractors, and any other
party involved with the Services, who is brought onto or involved in the performance of
the Services by CONSULTANT, provide the same minimum insurance coverage required
of CONSULTANT, except as with respect to limits. CONSULTANT agrees to monitor and
review all such coverage and assumes all responsibility for ensuring that such coverage
is provided in conformity with the requirements of this Agreement. CONSUTLANT agrees
08.22 B-2
that upon request by CITY, all agreements with, and insurance compliance documents
provided by, such subcontractors and others engaged in the performance of Services will
be submitted to CITY for review.
10. CONSULTANT agrees to be responsible for ensuring that no
contract used by any party involved in any way with the Services reserves the right to
charge CITY or CONSULTANT for the cost of additional insurance coverage required by
this Agreement. Any such provisions are to be deleted with reference to CITY. It is not
the intent of CITY to reimburse any third party for the cost of complying with these
requirements. There shall be no recourse against CITY for payment of premiums or other
amounts with respect thereto.
C. Deductibles and SIR's. Any deductibles or self -insured retentions in
CONSULTANT's insurance policies must be declared to and approved by the CITY 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 CONSULTANT shall procure a bond guaranteeing payment of losses and
related investigations, claims administration, attorney's fees and defense expenses.
D. Proof of Insurance. CONSULTANT shall provide to the PROJECT
MANAGER 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 CONSULTANT. 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 the CITY.
08 ?7 B-3