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CLR DESIGN-2017
City of Santa B =:t Clerk of the Council AGREEMENT TERMINATION FORM Please complete this form in its entirety when the attached agreement and ; F�� _6 amendments (if any) are no longer in effect. PM 3! 36 Note: If your agreement is grant related, please ensure that all grant retention requirements have been satisfied prior to signing the termination form. Is the agreement(s) a permanent record? Yes No Return form to the Clerk of the Council Office (M-30). Call 647-1520 if you have any questions. The agreement with CIT OF SANTA ANA CL R! OF COUNCIL No. A- rai—= was completed on Qjg1laoll and final payment has been made. (List all amendments. Use space below N needed.) Department: MCLA Phone/Ext.:� Signature: Date: Revised: 10-18-16 A-2017-060 B. Consultant represents that Consultant is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: �*I>16TT�$TJ&Itr111751 I Consultant shall perform those Zoo Master Plan development services as set forth in its Proposal to RFP No. 16-131, attached hereto and incorporated herein as Exhibit A to this Agreement. 2. COMPENSATION City agrees to pay, and Consultant agrees to accept as total payment for its services, the rates and charges identified in Exhibit E. The total sum to be expended under this Agreement shall not exceed $196,515, which includes a 10% contingency for additional City requested tasks, during the term of this Agreement. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on the date first written above and terminate on December 31, 2017, unless terminated earlier in accordance with Section 15, below. The Term of this Agreement may be extended upon a writing executed by the City Manager and the City Attorney. CONSULTANT AGREEMENT ers TN15 AGREEMENT is made and entered into thisitay of April 2017 by and between w ' CL.R Design (hereinafter "Consultant") and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State c ` of California (hereinafter "City"), :c LL. E� LC�„J 5 Cr ^ C F__ Ci �j -.r� A. The City desires to retain a consultant having special skill and knowledge in the field of developing a Zoo Master Plan, B. Consultant represents that Consultant is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: �*I>16TT�$TJ&Itr111751 I Consultant shall perform those Zoo Master Plan development services as set forth in its Proposal to RFP No. 16-131, attached hereto and incorporated herein as Exhibit A to this Agreement. 2. COMPENSATION City agrees to pay, and Consultant agrees to accept as total payment for its services, the rates and charges identified in Exhibit E. The total sum to be expended under this Agreement shall not exceed $196,515, which includes a 10% contingency for additional City requested tasks, during the term of this Agreement. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on the date first written above and terminate on December 31, 2017, unless terminated earlier in accordance with Section 15, below. The Term of this Agreement may be extended upon a writing executed by the City Manager and the City Attorney. Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City.is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officer,, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, Including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. Consultant shall supply City with a fully executed additional Insured endorsement in substantially the form attached hereto as Exhibit C upon execution of this Agreement. b. Business automobile liability insurance, or equivalent form, with a ----- combined Ingle limit-of-not-less-than.$1;000;000-per -occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. c. Worker's Compensation Insurance. In accordance with the provisions of Section 3700 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self-insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident, d. If Consultant is or employs a licensed professional such as an architect or engineer: professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. e. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: (i) Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. (ii) Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City. (iii) Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. To the fullest event permitted by law, Consultant shall indemnify, defend and hold harmless City, its officers, agents and employees (collectively, the "indemnified parties") from and against any and all claims (including, without limitation, claims for bodily injury, death or damage to property), demands, obligations, damages, actions, causes of action, suits, losses, judgments, fines, penalties, liabilities, costs and expenses (including without limitation, attorney's fees, disbursements, and court costs) of every kind and -nature-whatsoever-.(Individually."a-claim",-collectively"claims"),-to-any-work—_� -- performed or services provided under this Agreement arising out of , relating to or pertaining to the negligence, recklessness, or willful misconduct of Consultant, its principals, officers, agents, employees, vendors, suppliers, contractors, subcontractors, anyone employed directly or indirectly by any of them or for whose acts they may be liable for any or all of them. Notwithstanding the foregoing, nothing herein shall be construed to require Consultant to indemnify the indemnified parties from any claim arising from the sole negligence or willful misconduct of the indemnified parties. This indemnity shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by the Consultant. Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and Invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential Information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) Is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by 4 operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 91. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or Indirect, which would conflict in any manner with performance of services specified under this Agreement. Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be In writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax 714- 647-6956 With courtesy copies to: M Executive Director -T Parks, Recreation & Community Services City of Santa Ana 20 Civic Center Plaza (M-) P.O. Box 1988 Santa Ana, California 92702 Fax 714- 647-4221 City Attorney City of Santa Ana 20 Civic Center Plaza (M-29) P.O. Box 1988 Santa Ana, California 92702 Fax 714- 647-6515 Consultant: CLR Design 3295 Laguna Canyon Road, Suits C Laguna Beach, California 92651 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 1s. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions, a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 17. JURISDICTION -11ENU This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. ii M1209MMOM Each undersigned represents and warrants that its signature hereinbelow has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. fSignature Page Follows) IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written, ATTEST: CITY OF SANTA ANA MARIA D. HUIZAR�- Clerk of the Council ROBERT C. CORTEZ DEPUTY CITY MANAGER APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: LISA TORCK Assistant City Attorney CONSULTANT RECOMMENDED FOR APPROVAL: CLR Design JEAN IE JURADO, Acting Executive Director Parks, Recreation & Community Services Agency Tax ID# f-$— 7—(0022.0'x"' EXHIBIT A SCOPE OF SERVICES INN MIAMI r TABLE OF CONTENTS ZE Why Us? Table of Contents 1 Statement of Qualifications C Firm &Team Experience 3 d Understanding of Need 6 e Relevant Project Experience % f Schedule 17 g References 19 Z Scope of Services 20 • Facilities Master Planning • Strategic Master Planning 3 Fee Proposal separate envelope enclosed Appendix Resines 33 CASA Scope and Fee Breakdown 43 4 Certifications 45 Digital File USB Flash Drive enclosed I HO Requirerueufs: 1a, Cover Lettert Signed by autliofvJ rep6enliliae. Inclucles type of business en51y. 1b, Agreement StateinenI:Inc] ude stamAUIII efcoacurrmce Wtl, the 5lanO: 3 Agmemenc ARCHOLCTURE LANDSCAPr ABCHITECTUnR ° E8HIG17 DESIGN mark e_ beauchamp, asla - gregOry J. dyksera, ala - gary h, lee, ala - j8n steFansson, asla January 6, 2017 City of Santa Ana Am.: Kent Yamaguchi Parks, Recreation & Community Services Agency 20 Civic Center Plaza, 2nd Floor Santa Ana, CA 92701 Re: Proposal for the Santa Ana Zoo Master Plan (RFP NO: 1G-131) Bear Mr. Yamaguchi, We appreciate this opportunity to submit our proposal for the Santa Ana Zoo's Master Plan. In collaboration with Zoo Advisors, we are poised to lead the Santa Ana Zoo, City and FOSA.Z members in this .Master Planning effort, We fully understand that the task at hand is to listen, bring fresh perspective, and to provide sound and innovative facility and business planning services to create a comprehensive facility roadmap for future development. Ultimately, we want to help the Santa Aria Zoo promote their role as a conservation education center and leaders in the local community. As a key player in the zoo planning and exhibit design industry for over 30 years, we understand both the complexities of staff and animal needs as well as the importance of strategically meeting the expectations of your visitors, It is our strength and job to facilitate a unique balanced vision for the Santa Ana Zoo that will serve as a roadmap for growth and stability for the next 15- 20 years, As part of this effort, we will specifically look at the current land use and circulation throughout the campus and bring our expertise to the table to challenge and provoke your team into creating innovative yet achievable solutions. In order to accomplish the goals of the Master Pian we feel it is imperative to consider the following strategies and trends during the planning process: • Guest and Operations Flow: Circulation Systems Hierarchy and Nubs • Integrated Campus Ecology: Sustainable Solutions to Minimize Water and Energy Use • Activity -Rased Design: Dynamic, Wellness -focused Animal Habitats • Passages: Weaving of Guest Flow and Animal Encounters • Strategic Visit & Revenue Dubs: Easy, Comfortable and Fun Experiences We have assembled a highly qualified team of consultants to provide the necessary research, analysis and documentation as detailed and requested in the scope of services. In collaboration with CLR, the local team of planners and engineers, including KPFF Engineering and Creative Design Associates, will provide well balanced solutions for several zoo campus categories such as t 2 15. 564. 0250 - f 215. 564. 1154 • www,clydesign.com - 033 chestnut street, .suite 1000 philadelphin, pa 19107 3295 laguna canyon road, suite c laguna beach, ca 92651 utility infrastructure planning and CASp analysis and Accessibility planning. KPJ, based out of Los Angeles, will work hand in hand with CLR to develop budgets for key Master Plan concepts and projects. Throughout CLR"s 30 -year legacy, we have provided exemplary service and evolutionary thinking in habitat design for our national and international clients. We are now looking forward to the next 30 years and thanks to the proximity of our Laguna Beach office and working knowledge of the zoo from the Otter project, we are well-positioned to provide stronger communication and professional services during this planning effort for the Santa Ana Zoo Master Plan. CLR, an S Corp, concurs with all provisions of the City of Santa Ana Consultant Agreement, We appreciate the opportunity to submit the enclosed proposal for this inspiring project, Sincerely, , ASLA, LEEb GA Ass CLR DESIGN Master Planning, Architecture, Landscape Architecture & Exhibit Design REP Requirements; k. Firm and Team Experience; NoRIP of the 3imis CzFCreuce. See Appcndis far Team Resnntes. CLR Design (CLR) is an award-winning architectural and landscape architectural firm focused on designing zoological, animal conservation and botanical spaces around the world that inspire, educate, conserve and protect. With a solid theoretical and practical design foundation, and over 30 years of focused experience, we remain at the forefront of key innovations and trends that began with the advent of landscape Immersion and now include activity -based design for animals, adventure education, campus ecology, sustainable design and revenue driven entry complexes. CLR's LEED-CI Gold certified main office is located in Philadelphia, Pennsylvania with 23 highly qualified, full-time staff members. We also recently opened a satellite office In Laguna Beach, CA with 4 additional full-time staff members, The cumulative expertise and perspective of the principals and staff offers clients a unique, comprehensive approach to multi -disciplinary projects. CLR is proud of our long-term relationship with our clients. We have worked with many institutions and key decision makers for several decades. Following our master planning services, for example, clients often often return for concept development, design and construction administration services. CLR has a proven track record of providing duality professional services, on time and within tight budget constraints. Corporate Business Structure CLR Design, Inc. was founded as a zoological design firm in 1984 and incorporated under the laws of the Commonwealth of Pennsylvania in 1988. The firm is equally owned by three individuals; Mark Beauchamp, Greg Dykstra, and Jbn StelAnsson. CLR Design, Inc. is legally located at 833 Chestnut Street, Suite 1000, Philadelphia, PA 19107. Design Standards CLR has been focused on Zoological Design and Planning for over 30 years and is familiar with all aspects and AZA guidelines for animal facility design both in North America and Internationally, Additionally we are a full-service architectural and landscape architectural design firm familiar with governing codes and regulations as required of licensed design professionals in these fields, CLR Design will be the prime consultant and project administrator and will report directly to the Santa Ana Zoo, and/or manager of the Planning and Design effort, and will meetwith City agencies to facilitate the planning process. CLR's team of sub consultants, providing strategic planning, utility infrastructure and CASp assessment, and cost estimating, will report directly to CLR. Primary Point of Contact Gregg Leicester, ASLA, LEED GA Associate CLR Design, Inc. 3295 Laguna Canyon Road, Suite C Laguna Beach, CA 92.677 t 215.564.0250 gl e i ceste r@cl rd es ig n,co m CLF; I JANUARY 6, 2017 nice to work with a ril'nl (t;111.1 that has %vol -ked so inany d l-lortn)t book b c.a use 'tliq Can s,farl- ox1.5enel]Ccs witli US about thiligis 01c: ` f a�, h nve °IC1i1 or .'sr l`, in nlds that thov_`e t�'c7nde.ring �tl?a_w that. rCaliy M't us thiltl;ink; in a diffev Ail 7t' �Giiiirtli t,l�li`e�1't'i Efl C�`i F1i P{4': (c?,ot,crI't'c I#,:tilt:ED .f3ii9i'c'tE``r!o SADA ANA 700 l MASTER PLAN 3 PROJECT TEAM CONTINUED .Zoo Advisors - Sample Client Economic Imp act5tudy 4 CLB � )ANGARY G, 2017 Zoo Advisors LLC Strategic & Business Planning Zoo Advisors,i.LC Is full-service planning and consulting firm with a Iaserfocus on advancing the missions of zoo and aquariums, particularly AZA accredited institutions. They do this by providing a comprehensive suite of services connecting mission, margin, and Impact. They have overfifty years of collective experience in the industry. David Walsh, ZA's Founder and Principal, works collaboratively to offer visionary ideas for growth while helping to provide the roadmap on how to getthere. The Zoo Advisors team has extensive experience in working with zoos of all sizes across the country. They have helped develop Innovative and ground breaking plans for more than sixty AZA accredited institutions of all sizes. They regularly provide expert counsel to zoo and aquarium leaders across the country. Their services include: • Strategic, Master, and Business Planning New Venture Development • Economic and Feasibility Research Revenue Generation and Funding • Organizational and Board Data Analysis and Integration Development Education and Conservation • Governance Evaluation Planning Their team is adept at guiding diverse groups through these processes to gain consensus and realize meaningful outcomes. One of Zoo Advisors' strengths is their ability to bring together a diverse group of stakeholders, unite them behind a common vision, and develop an actionable plan to achieve success. Their extensive expertise with assessing and analyzing a broad array of data, inputs, and feedback and then identifying key and useful findings demonstrates their ability to listen to many voices, yet come up with focused solutions that work for everyone. In short, Zoo Advisors offers: Decades of experience representing Insider knowledge with an outsider more than 60 zoo and related viewpoint projects Innovative and creative thinking • Expertise in multiple disciplines A commitment to conservation • Hands-on operational experience KPFF Utility Infrastructure For more than 50 years, KPFF Consulting Engineers has been providing structural and civil engineering services to architects, government agencies, developers, and contractors for projects with a wide range of functions. Established In 1960 in Seattle, KPFF now has offices in Los Angeles, Irvine, Pasadena, Long Beach, San Diego, San Francisco, Sacramento, Seattle, Tacoma, Lacey, Portland, Eugene, Boise, Chicago, Phoenix, St. Louis, and New York, CD/A, CASA Accessibility Review Creative Design Associates, Incorporated (CD/A) is a California-based design firm founded in 7004 which offers professional services comprising architectural design, master planning, accessibility code analysis, design/build, real estate development, consulting and technical services, The CDA team has applied expertise covering a broad range of projects including hospitality, mixed use, office, residential, and retail. KPJ Consulting Cost Consulting Founded In 2014, KPJ consulting is MBE/WBE certified. Jacqueline Chan, the President of KPJ Consulting, has more than 19 years of experience in the construction industry. She has worked on a variety of project types, including zoos, higher education, government, hospitals, laboratories, K-12 schools, hospitality, residential, and industrial facilities with budgets ranging in value from less than $1 million to more than $200 million, KPFF UTILITY INFRASTRUCTURE Sharad Ganju, PE Associate C D{A CASP ACCE551BILITY REVIEW Glenn Uea, AIA, ADAC, CASp Vice President KPJ CONSULTING COST CONSULTING Jacqueline Chan President, Senior Cost Manager SANTA ANA ZOO I MASTER PLAN UFi' Reciulrerr�er,ts: Id, UMeroinding of Need: Ind & anlicip; tEd appndi, tasks nereSsarp for sowrWul toms IOt[on, ano wggcstion, or sptcol rr,wcwa ifjt tfie Clip should hp made amrert_ The. Santa Ana Zoo is at an exciting yet critical point in Its development. The Zoo has an aging infrastructure and the last Master Plan was conducted almost three decades ago, In that time the zoo world Iias evolved,, with new cultural expectations, standards of animal husbandry and modes of design. Our goal with this strategic and facilities master plan is to ensure that Santa Ana Zoo is best positioned to maximize these opportunities and not only meet the challenges, but catapult itself to the next level by becoming a regional destination, a leader in conservation, and cementing its place as a community asset for education and recreation. Our approach to this process is guided by several core values. Our work will be: • Innovative: big thinking and outside perspectives create truly visionary Ideas • Inclusive: our process listens to and respects all voices • SustainalaE we appreciate tine lnterdepene�ence of human -built and natural environments that contribute to a responsible and cost effective design response, as well. as the financial realities of what it will take to succeed strategically. We understand that the Zoo Is not an island, but part of the community. The process we have laid out recognizes that fact and will identify opportunities to link the Zoo both physically and programmatically with the landscape that itshares with its neighbors. The CLR and Zoo Advisors team has experience working collaboratively with a variety ofclfents across many differenttypes of projects, ranging from single habitats to completely new majorfacllities. Additionally, we have intimate knowledge of Santa Ana Zoo's operations due to the recently completed governance study with Friends of Santa Ana Zoo, and the on-going Giant River Otter project, Facilities Planning Having prepared dozens of Master Plans for zoological institutions of all sizes, CLR appreciates that each client is unique. It is our strength and job to facilitate a balanced vision for the Santa Ana Zoo that will serve as a roadmap for growth and stability for the next 10-20 years, To accomplish the goals of the Master Plan, we feel it is imperative to consider numerous strategies and trends duringthe planning process including improved circulation and land use, long-range utility infrastructure planning, and most Importantly, the development of a Master Plan vision that will help steer animal collection priorities and conservation/education Initiatives. We will bring our experience to bear on the specific challenges of the Santa Ana Zoo, For example, if the original grant deed`smandate that the zoo must maintain at least SO monkeys at all times Is appiicable, CLR has done some of the best and most innovative, activity -based primate exhibits in. the world. With the right mix of design innovation, community involvement, and a shared passion for animals, the Master Plan will be a sustainable and actionable blueprint for ourthree clients; the animals, the zoo staff,: and your visitors. Strategic Planning Many trends may impact the Zoo's future; changing perceptions of zoos by the millennial generation; increasing challenges of managing a diverse animal collection; rising costsfor animal care and exhibits; and added competition for leisure time, Some may look at these as negatives. ,Zoo Advisors looks at this evolution of zoos as an opportunity. We believe the future is bright and bold for the Industry: the last'two years have seen close to $1 billion being invested in new exhibits; attendance is up at a majority of AZA facilities; and revenues have grown considerably from a diverse range of sources. Your new strategic master plan will energize the community and put the Zoo on a path towards long-term growth and success. It's a plan that will align your experience, programs, and people with your recreation, education, and conservation mission. Zoo Advisors has unrivaled and demonstrated expertise in the strategic and operational challenges facing the Santa Ana Zoo as It prepares for a great leap forward, CI_(' 1 JANUARY G, 2017 RFP MASTER RINEIt. Relevant Project FKperi2nce: h�unrmny oiunrtc(enl lnolqi(al mutcrplac) rx�erienEeappears bei6vr. rhe follvdng pati 5 highlic3htsonic relvvanl Qli prEjFo?, followed by relevant Zoo Advtsarz experience_ Our interdisciplinary team of architects, landscape architects, and exhibit designers brings the necessary experience to successfully deliver this project, CLR's work is exclusively zoo related, working with over 70 zoological institutions throughout the world. We have completed designs for numerous master planning projects varying in size and complexity from 11 acres to over 1300 acres, from stand-alone zoos to complex park/site integration master plans. Every project is unique; every project has its own needs and goals. We approach each one Individually and find that looking at the needs of the animals, staff, and visitors _ what we call our three clients - reveals the majority of the critical issues that face every project. For animals, it's about activity and choice, and creating habitats that command the respect they t. --..- deserve. far t��tor = we strivtee to provicl�e'�_rit_era--�-ctive,r e ucinri� uri e���xperl n Hs �o Inspire them to action on behalf of animals and ecosystems both locally and globally. We pay careful attention to visitor services during the Master Planning process with an eye to the need for easy, comfortable entry and circulation through exhibit zones. Visitor services are a never ending priority. Our goal is to turn visitors into Zoo members and advocates for the Zoo's mission, We are strong advocates for managing the Zoo's vision within the context of scope, budget, time and quality and understand the need for balanced investment models that wisely invest in exhibits, visitor services and campus infrastructure. CLR Master Plans completed within the Last 5 Years CLR I JANUARY 6, 2017 SANTA AW Z00 1 MASTER PLAM SITE YEAR GOV. zoo LOCATION AREA COMPLETE FUNDING International Crane Foundation ................_._.._.........._..................____.________._____ Baraboo,Wl 225 AC 2016 Lemur Conservation f=oundation Myakica, FL 121 AC 2016 Louisville Zoo Louisville, KY 134 AC� 2016 ^^John Ball Zoo &Park Grand Rapids, Mi 140 AC , 2015---�¢� LL2015 _ — Zoo Knxoville Knoxville,TN 92 AC ___....-.e Denver Zoo .......... Denver, CO --...ww 80 AC. 2014 Utah's Hogle Zorn Salt make City, UT 40 AC 2013 Como Zoo�_.�....__.______.�, St, Paul, MN _..e_.,e._.__..14 AC 2013 Fort Worth Zoo Fortworth,TX 64 AC 2012 Mesker Pa rk Zoo Evansville, IN 90 AC 2012 CLR Master Plans completed 2005-2011 Cleveland Metroparks Zoo --- Cleveland,01-1 183 AC 2011 Oregon Zoo Portland,OR 64 AC 2011 µ Omaha's Henry Doorly Loo Omaha, NB µ -- 112 AC 2010 Philadelphia Zoo Philadelphla, PA 42 AC 2009 Palm Beach Zoo West Palm Beach, FL 23 AC 2009 Naples Zoo �.__..�....._. _..Naples, FLY � T . 45 AC._� 2008 Fresno Chaffee Zoo Fresno,CA �__.._.._._ 39 AC 2008 The Maryland Zoo in Baltimore Baltimore, Mil 135 AC ............. 2006 ZooAmerica Hershey,PA 11 AC 2005 CLR I JANUARY 6, 2017 SANTA AW Z00 1 MASTER PLAM Master Plan DENVER ZOO I DENVER, COLORADO CLIENT Denver Zoological Society CLIENT REFERENCE George Pond VP FOR DESIGN & CAMPUS MANAGEMENT T. 720.337. 1496 PROJECTSIIE 80 Acres MASTER PLAN COMPLETION 2015 btslcN 5ERVICES Master Planning KEY PERSONNEL Greg Dykstra, AIA, LELD AP BD+C PRINCIPAL IN CHARGE Larry Dame EXHIBIT DESIGNER John Col3ins ARCHITECTURAL DESIGNER & ILLUSTRATOR CLR I JANUARY G, 2011 The Denver Zoo is the most visited cultural institution in Colorado, serving over 2 million people in 2012. The Zoo is also an institution with a global reach, supporting conservation programs in over GO countries in the past 20 years. In 2011, the Zoo decided to undertake a now master planning effort to better leverage the Zoo's physical campus to serve the growing local and global communities, and the following year approached CLR in 2012 to join their effort. CLR facilitated several workshops and brought institution -specific ideas to the table that ultimately formed the framework for the new master plan. Starting outside the campus, the idea of "Frontage" creates iconic architecture along the northern edge of the Zoo to advertise the Zoo as a place for educational and special event opportunities as well as see! ng exotic animals, Inside the campus, the ideas of "Flow", "Guest Experience Hubs" and "Clustered Uses" organize the circulation, amenities and support facilities to provide a safe and comfortable experience for both visitors and staff. "Zoo as a Classroom" includes a centralized education facility combined with small satellite classrooms linked with unique animal experiences throughout the campus. Existing small animal exhibits will be combined into larger areas, better meeting the health needs for specific animals, allowing for future flexibility in the animal collection, and providing more opportunities for engaging animal crossings with guests. "Campus Ecology, a conceptthat highlights natural processes, is woven into the new master plan with a braided visitor path and campus reforestation. Master Plan 2030 LC I UTAH'S HOGLE ZOO J SALT LAKE CITY, UTAH D E S I G N CLIENT Utah Zoological Society CLIENT REFERENCE Craig Dinsmore EXECUTIVE DIRECTOR T 801.582.1635 PROJECTSIZE 42 Acres MASTER PLAN COMPLETION 2013 DESIGN SERUICB Master Planning KEY PERSONNEL Gregg Leicester, ASL.A, LEED GA PROJECTMANAGER John Collins ARCHITECTURAL DESIGNER & 11-LISTRATOR The comprehensive planning effort for Utah's Hogle Zoo Master Plan 2030 commenced with an analysis of the existing zoo campus, with a special focus on identifying the critical programmatic and operational needs,as well as developable land available. The Initial planning process built on the strong framework of exhibits and facilities thatexists today as a result of steady project implementation from 1999 through 2014. Those projects, which were part of the 1999 Master Plan developed by CLR, included the Entry Complex, Elephant Encounter, Asian Highlands, Wildlife Theater, Oasis Plaza, Rocky Shores, the Maintenance and Operations Building, and African Savanna. The focus of the new Master Plan includes increasing animal collection diversity, impactful animal collection planning, improving conservation and education messaging, dynamic experiences for children, consolidated and expanded guest and staff parking zones, and improved guest services and infrastructure to anticipate attendance growth. Located in the foothills of the Wasatch mountain range, the .Zoo's challenging topography requires in depth site analysis to determine the best options for development to improve the visitor circulation system and maximize land use for animal habitats. Key animal attractions proposed include a Diversity of Life & Education Complex, new Great Ape & Primate Forest Habitats, Lighthouse Point Children's Zone, and several strategic facility upgrades. SANTA AINIA LOU I MAS -TER PLAN Master Plan LCI ri OREGON ZOO I PORTLAND, OREGON D E 5 1 G N CLIENT Metro Reg lonal Government CLI ENT REPEREN'CE Kim Smith PREVIOUS DIRECTOR Curren tly at The lnterna6wal Crone Foundation T. 608.356, 9462 PROJECT SIZE 64 ACr% MASTER PLAN COMPLETION 2011 DESIGN SERVICES Master Planning REI' PERSONNEL Greg Dykstra, AIA, LEND AP B[]+G PRINCIPAL IN CHARGE Gregg Leicester, ASLA, LIEF[] GA PROJECT MANAGER John Collins ARCHITECTURAL DESIGNER & ILLUSTRATOR 10 CLR ( JANUAR`! 6, 2017 The Comprehensive Capital Master Plan evolves the Oregon Zoo into a state-of- the-art campus with game changing exhibits and a very light water and energy footprint. In tandem with rigorous attention to animal welfare, enrichment and visitor experience, pre, -schematic designs for $125 million In bond -funded projects integrate a comprehensive sustainable water and energy infrastructure that supports and adapts to emerging technologies. The Oregon Zoo aspires to become the most significant and inspiring conservation and sustainability educational tool inthe metro area,demonstrating the successful coexistence of humans, animals, and nature, and operating as a vital link to local and global species and habitat conservation and survival. The Asian elephant project opened in December, 2015. As the first of the bond - funded projects to break ground, the project includes a diverse and expansive elephant habitat with a strong gateway presence on the east end of campus.This phase also accomplished the greater part of the utility infrastructure loop,a service loop connecting operations centers, and a new home for the train with enhanced,. elevated views. LCI ri D E S 1 G N Master Plan OMAHA'S HENRY DOORLY ZOO I OMAHA, NEBRASKA CLIENT omaha Zoological Society CLIENT REFERENCE Dennis Pate EXECUTIVE DIRECTOR & CEO T. 402, 738 2030 PROJECTSIZE 112 Acres MASTER PLAN COMPLETION 2011 DESIGN SERVICES Master Planning HEY PERSONNEL. Greg Dykstra, AIA, LEE AP BP+C PRINCIPAL IN CHARGE Gregg Leicester, ASLA, LEEDGA PROJECT MANAGER John Collins ARCHITECTURAL DESIGNER & ILLUSTRATOR CLR completed this master plan for the 112 -acre Henry Doorly Zoo establishing an inspiring roadmap for the future of the institution. The new master plan effort focuses on undeveloped areas of the campus, existing areas in need of redevelopment, older exhibit zones, expansion for enhanced parking, as well as a new entry complex that will make the visitor arrival experience easier and more comfortable with new ticketing, membership purchases and shopping for gifts. New initiatives will include a major African Grasslands experience, the Andean mountain regions of South America, and the Aslan forests and upper highlands. These three exhibit zones will bring new state-of-the-art outdoor Immersive experiences to the Henry Doorly Zoo. Event and revenue opportunities will be enhanced through the expansion of the existing Garden of the Senses into the new African Grasslands and will create a central event iawn with visitor amenities and lodges for indoor events and sheltered picnics. Additionally, a new Aquarium Conference Center will provide a wonderful enhancementto the existing aquarium experience and satisfy another market demand for a creative one -of -a -kind rental experience in the city of Omaha, Education programs will grow throughout the Zoo with a dedicated Adventure Education zone as well as a dispersed series of children's play areas located at every exhibit zone. SANTA ANA ZOO I MASTER PLAN r D E 5 1 G N Master Plan PALM BEACH ZOO f WEST PALM BEACH, FLORIDA CLIENT Zoological 50clety of the Palm Beaches, inc, CLIENT REFERENCE Dr. Terry Maple PREVIOUS DIRECTOR Andrew Aiken CURRENT DIRECTOR 7.561, 533.0867 PROJECTIVE 23 Acres MASTER PLAN COMPLETION 2009 DESIGN SERIES Master Planning KEY PERSONNEL Greg Dykstra, AIA, U. D AP BD+C AflCHITECTURAL ADVISOR Gregg Leicester, ASLA, LEED GA PROJECT MANAGER 12 CLP j JANUARY 6, 1617 The 2008 Palm Beach Zoo Master Plan represents a collaborative effort between CLR Design, Sharpe Project Developments, Inc., Schultz & Williams, Inc., and many Individuals from the Palm Beach Zoo executive staff and Board of Director's. In May of 2008,the Palm Beach Zoo and the South Florlda Science Museum commissioned CLR to prepare Master Pian documents for each institution. The primary objective of the Zoo Master Plan was to provide a comprehensive road map for future development, with a special focus on "greening"the overall Park and Zoo campus, and redefining how visitors arrive, circulate, and enter the Zoo. The Master Plan, focusing on a 10-20 year Implementation time line, addresses over a dozen major exhibits and visitor amenities that affect all parts of the Zoo. With the proposed relocation of all visitor parking to an adjacent parcel of park land, the Master Plan proposes a major new entry complex, improvements to existing circulation systems, and a dramatic increase in animal exhibit land use. In addition, and in fulfillment of the Palm Beach zoo's commitment to conservation and education, initial concepts were developed for a new wellness center, and multiple show and keeper demonstration areas. Facility Master Plan LE .1d FRESNO CHAFFEE ZOO I FRESNO, CALIFORNIA D E S I G A CLIENT Fresno Chaffee Zoo Corporation CLIENT REFERENCE Lewis Greene PREVIOUS DIRECTOR Currently ar the Columbus Zoo and Aquarium T. 614.645, 3415 PROJECT SITE 39 Acres MASTER PIRNCOMPLETION 2008 DESIGN SERVICES Master Planning KEY PERSONNEL Greg Dykstra, AIA, LEER AP BDTC PRINCIPAL IN CHARGE Gregg Leicester, ASLA, LEEO GA PROJECT MANAGER John Collins ARCHITECTURAL DESIGNER & ILLUSTRATOR CLR was commissioned by the Fresno Chaffee Zoo, and the City of Fresno, to develop a Facility Master Plan for the 18 -acre Zoo and the surrounding 148 -acre Roeding Park. The primary objective of this planning effort was to provide a comprehensive road map for future development, with a special focus on"Measure Z" bond project packaging, phasing, and implementation, which Included a 21 - acre expansion to the Zoo, Over the 8 month planning process, CLR developed new land use and circulation models for Roeding Park and the Fresno Chaffee Zoo, This new organization simplified vehicular and pedestrian circulation systems, and proposed a new parking hub and main entrance to the Zoo, which proved to be a key solution and driver of the spatial organization of the Master Plan. New paths, gardens, event venues, attractions, and other recreation concepts were developed for the park system. The Zoo Master Plan focused on redefining and refurbishing the existing 18 -acre menagerie Zoo campus, as well as developing completely new ideas for the 21 -acre expansion site, New initiatives at the existing Zoo campus include a grand new entry village and parking hub, diversity of life pavilions and education hub, children's zoo, sea lion habitat, Asian elephant and archipelago habitats expansion, and a new rainforest aviary pavilion. SAtdTA APIA ZOO I MASTER PLAN 13 100010=001 Master Plan LCI ir CINCINNATI ZOO & BOTANICAL GARDEN I CINCINNATI, OHIO D E 5 I G N CLIENT Zoological Society of Cincinnati CLIENT REFERENCE Gregg Hudson PREVIOUS DIRECTOR eurmodyarthe Dallas zoo T. 214.670.6742 PROIECTSIyE 75 Acres MASTER PLAN COMPLETION 2QQ3 DE51614 SERVICES Master Planning KEY PEHSONI Greg Dykstra, AIA, LEED AP BD+C ARCHITECTURAL ADVISOR Gregg Leicester, ASLA, LEE CSA PROJECT MANAGER John Collins ARCHITECTURAL DESIGNER & ILLUSTRATOR 14 CLR I JANUARY 6. 2017 The Cincinnati Zoo & Botanical Garden, a National Historic Landmark, is the second oldest zoo in America. CLR completed a Master Plan for this unique 75 -acre site that respects its historical integrity while utilizing its diverse animal and plant collection to move it into the forefront of exhibit design and conservation efforts. The Master Plan, allowing for a 10-20 year Implementation schedule, addresses over a dozen major exhibits and visitor amenities that affect all parts of the zoo. With the proposed relocation of all visitor parking to a newly acquired 14 -acre tract of land, the Master pian proposes a major new entry complex, improvements to existing circulation systems, and a dramatic Increase in animal exhibit land use, In addition, and in fulfillment of the Cincinnati Zoo's commitment to conservation, initial concepts were developed for a 100 -acre satellite Conservation and Breeding Center. In partnership with the vision and direction of the Cl_R designed Master Plan, the Cincinnati zoo & Botanical Garden is in a better position to fulfill its mission of creating adventure, conveying knowledge and conserving nature while graciously accommodating and enriching its more than 1.2 million visitors each year. Mauer Plan LCI ir TOLEDO ZOOLOGICAL GARDENS I TOLEDO, OHIO Q E 5 I G N CLIENT TheTolecio Zoological Society CLIENT REFERENCE Rick Payees DIRECTOR OF FACILITIES & PLANNING T. 419.385.5721 PROJECT SIZE 61 Acres MASTER PLAN COMPLETION 2003 DESIGN SERVICES Master Planning KEY PERSONNEL Gregg Leicester, ASLA, LEER GA PROJECTMANAGER Larry Dame EXHIBIT DESIGNER John Collins ARCHITECTURAL DESIGNER & ILLUSTRATOR CLR has worked with the Toledo Zoo on a continuing basis since the mid -1980 s on a wide variety of programming, master planning and exhibit design projects. The 1995 Toledo Zoo Master Plan entailed a major 30 acre expansion north of the existing 31 acre"historic"zoo. CLR worked closely with strategic business planning guidelines by developing a plan incorporating a totally new parking and visitor service entrycomplex, a new pedestrian bridge over Anthony Wayne Trail, new sites for off -exhibit animal conservation programs, new maintenance and support areas, a new African savanna exhibit, and a new Arctic Encounter exhibit featuring polar bears, seals, and wolves. In 2003, CLR completed an updatetothe 1995 Master Plan, This current planfocuses on aggressively improving the "historic"zoo exhibit attractions, site circulation, and visitor service facilities, while still preserving the architectural integrity of the WPA era buildings and gardens. A few of the major redevelopment concepts include a new children's village, a new aquarium, a new education facility, and an expanded pachyderm trail exhibit sequence. This Master Plan develops a strong new direction for the Toledo Zoo with an emphasis upon quality animal exhibits and an exciting family visitor experience, SANTA ANA 200 1 MASTER PLAN 15 16 CLR I JANUANI' 6, 2017 In recent years, Zoo Advisors has been engaged by many institutions to develop successful pla ns, Recent clients for whom their team has completed relevant work include: Rosamond Gifford Zoo Led a comprehensive planning process that integrated strategic, master, and business ` planning to create a roadmap of site enhancements designed to implement a new strategic vision. Zoo Knoxville Conducting business planning for the Zoo to accompany its ambitious master plan, with a focus on revenue generation and guest services, Zoo Advisors also facilitated the Zoo's current strategic plan and worked on the current master plan in collaboration with CLR. Saint Louis Zoo Conducting planning for the Zoo's multitude of business operations with the goal of maximizing high -performing areas and finding opportunities for growth In others, Worked on developing a bold master plan vision focusing on the five core areas of the Zoo. Seneca Park Zoo i Worked cooperatively with teams from both the public and private sides of the Zoo's operating team to create a bold new strategic plan in concert with a new master plan. Chattanooga Zoo { In conjunction with aiding in the development of the Zoo's master plan, ,Zoo Advisors l conducted integrated strategic and business planning across thefull suite of Zoo operations to ensure maximum mission impact, revenue generation, and guest satisfaction. El Paso Zoo Working with an integrated planning team with stakeholders from both the City of EI Paso and the EI Paso Zoological Society, Zoo Advisors conducted a business planning process concurrently with the development of a new master plan. RFP nequirements: 1f: Sdiedida: Detailed sdiedule basad on scope, the follaefluD page provides a s6ifemenc of current wor*ari mrd ho v this pfn)cctvf€il Ire aaomrnodarert TASK IL• CONCEPTTESTING & DEVELOPMENT Trends Research &Testing • Preliminary Plan Development & Review TASK 111: MASTER PLAN DEVELOPMENT Final Plan Completion lmpiementation Analysis TASK IV; STAKEHOLDER ENGAGEMENT • Ongoing Zoo Staff,, City and FOSQ Meetings STRATEGIC BUSINESS PLANNING ZOO ADVISORS LLC Phases I-IV (see Strategic Planning 5cope of Services, p,24) MEETINGS On -Site UVofkshopiftentatihns Interim Team Conferen(o Ults/Web Meetings NNNN MP Presentation' E C On -Site Workshop Format Day 1: AM Santa Ana Zoo Staff & Consultant Team Session PM Flexible Work Session (Issue Exploration/Consultant Team Meetings) Day2: AM FlexlhleWork 5esslon(Idea Testing/ConsultantTeamMeetings) PM Santa Ana Zoo Staff &ConsultantTeam Session (Summary, Wrap-up and Next Steps) CLIA I JANUARY G, 21117 SAINTA ANA 200 1 MASTER PLAN 17 __ 1 As indicated in the table below of our current workload, CLR is maintaining a stable group of Projects but is by no means at peak capacity. Therefore, we are able to bring our most skilled professionals, as mentioned in this proposal, and fully commit their involvement, Our two offices, including a staff of 23 based in Philadelphia and 4 based In Laguna Beach, provide additional in-house resources. Gregg Leicester, based in Laguna Beach, will manage the project and support staff of architects, landscape architects and exhibit designers working out of both offices to provide professional services. CLR's Current Workload CLIENT PROJECT ROLE AND PHASE TARGET COMPLETION Arusha Interpretive Center Audubon Zoo Lion Exhibit Cape May Zoo Small Primate Design Como Too Seal & Sea Lion Exhibit Dallas Zoo Hippo Outpost SD Fort Worth Zoo African/Asian Predator Great Plains Zoo Bear Exhibit Henry Poorly Zoo - Asia Project Henry Doorly Zoo - Conservation Academy Jacksonville Zoo Master Plan Knoxville Zoo Tiger Asian Trek Louisville Zoo Snow Leopard Exhibit Maryland Elephant Project Maryland Zoo leopard Exhibit and Holding Building Maryland Zoo - Lion/Glraffe Project Northeastern Wisconsin Zoo Master Plan Oregon Zoo Polar Bear Sacramento Zoo Biodiversity Center Sacramento Zoo Master Plan San Francisco Zoo - Chimpanzee & Orangutan Passage Phase 1 Singapore Zoological Gardens Master Plan 18 CLR I JANUARY G, 2017 Sub -Consultant Role, working with local firm 2017 Prime Consultant, Schematic to Design Development 2017 Prime Consultant, SD to CA services 2017 Prime Consultant, SD to DD, Anticipating CD/CA 2018 Prime Consultant, SD only, Anticipating future work 2016 Prime Consultant ongoing Prime Consultant, SD to CA on hold Sub -Consultant to local, SD to CA services 2019 Sub -Consultant to local, SD to CA services 2017 Master Plan 2017 Prime Consultant, Master Plan to CA services 2018 Prime Consultant, SD to CA services 2018 Prime Consultant, SD to CA services 2019 Prime Consultant, SA to CA services 2017 Prime Consultant, SD to CA services 2018 Master Plan 2017 Prime Consultant, SD to CA services 2019 Prime Consultant, SD to CA services 2019 Master Plan 2017 Prime Consultant, SD to CA services 2017 Master Planning 2017 FOR CLR: MR. KYLE BURKS Director/CEO Sacramento Zoological Society 3930 West Land Park Drive Sacramento, CA 958221123 kburks@saczoo,org 916.808, 5886 MR. DENNIS PATE Executive Director/CEO Omaha's Henry Doorly Zoo 3701 South 10th Street Omaha, NE 68107-2299 dilate@omahazoo.com 402.738, 2030 MR. CRAIG DINSMORE Executive Director Utah's Hogle Zoo 2600 Sunnyside Avenue Salt Lake City, UT 84108-1454 cd i n smore@hoglezoo,org 801.582.1636 MR. SATCH KRANTZ Executive Director Riverbanks Zoo & Garden 500 Wildlife Parkway COlumbiarSC 29210 skra ntz@riverba nks,org 803.779.8717 RPP Re.quiremente: 1 R. Reierelum Indude rr omcef for thoit pAk entirlec ter v+hich plopoirr 11,1$ rerfotill e0 slift iIOF Viol{ 60biir the five 151 Y,413 FOR ZOO ADVISORS: MR. LARRY SOREL County Zoo Director Seneca Park Zoo 2222 St. Paul St. Rochester, NY 14621 IsoreI@rnonroecounty.gov 585.336.2505 MS. JANET AGOSTINI President i- CEO Friends of Rosamond Gifford Zoo 1 Conservation Place Syracuse, NY 13204 jagustlni@rosamondgiffordzoo.org 315, 438, 8511 MS. LISA NEW President & CEO Zoo Knoxville 2500 Knoxville Zoo Dr. Knoxville,TN 37914 lnew@,zool(noxville.org 865.281,1355 MR. STEVE MARSHALL Director El Paso Zoo 4001 E. Paisano Dr. El Paso,TX 79905 marsha[Irs@elpasotexas.gov 915.212.0966 4ANTAANA ZOO MASTER PLAN I► ;<l rr lir'; Workshop Facilitation ftFP Requirernent8, 2. Scope of Services: Ddaii Illi. Work phases to b= completed, the tasks to b(e aumrtlllisllm and the deilverahles to Ito pray M, as rncu[pUMPd into tine Project Shcedule shavaa on page 17. Strategic Planning Scope tan be foulld on page 14. Oetai J(ASpStudyScopecanhefmidnotpage43. OVERVIEW Our master planning approach engages the Owner at each step of the design and documentation process. It is an active and. iterative. process of exchanging ideas, concepts, and trends across the team crafting the unique vision appropriate only to the Santa Ana Zoo. We utilize face to face workshops, web -based conference rails, meeting summaries. and follow-up, and targeted document review periods to realize the vision, During this process our interactive workshops provide the opportunity to engage all stakeholders in the vision development, including Zoo senior management and staff, rOSAZ Members and City and government officials.. WORKSHOPS & APPROACH Our workshop format is designed to be flexible, but allow plenty of time for general review and discussion. We want to achieve a balance between meeting with the Owner's team to assess options, and having the time to make immediate adjustments to concepts and Ideas for another review with the design team, Each workshop is documented by a report summarizing the proceedings as a baseline for the next steps. This will be critical in creating a retrievable record of the evolution of the planning process so that each stakeholder and design team member is fully engaged. The CLR team has had considerable success with an open and highly interactive workshop approach to planning, designing, and decision making. We explore and incorporate the points of view, observations, recommendations, and expectations of staff involved in the project's development. We have found that this approach not only gives the client maximum input and control of the final product, but also forges an active constituency for the project. These active workshops enable us to test ideas quickly to see if they are valid or not. The result is a Master Plan tailored to the client's needs that is thorough, creative, and achievable. DIAD IND AT 01TIR i CRREK FORCES !'4110• _.., v � ♦ i ' WORK PLAN & DELIVERABLES WAYCIRCl1LATION 4--. p our work plan proposes a 4 Task approach, including a series of on-site workshops (see ALONG NARROW 3 dgTti PATHS l ♦ -- /.; Mfaln Enlman $ schedule enclosed) to execute the proposed scope of work. The workshops are organized sequentially to move from general topics and analysis, to very specific proposed site 7 I A concepts, and ultimately to discussions centered on phasing and implementation strategies. �✓ � ' ' Ike q TASK I — INVENTORY & ANALYSIS Reviewthe current land useforthe Santa Ana Zoo in order to determine topographic and site data, and to document key issues and use patterns such as natural systems, site circulation, access, parking, infrastructure, landscapes, exhibits, rides and other attractions and services. Document these key patterns within a Site Analysis Report and make recommendations for proposed site program priorities. The team will also review the available historical documents to better understand the Zoo history, past projects, as well as any documents defining current or future priorities, Anaiysis Diagram, Cincinnati Zoo MasterPlan 20 CLR l MNUARY 6, 2017 Inventory Mapping: • Access Roads and Visitor Parking • Visitor Circulation.Systems and Accessibility Review • Visitor Amenities, Retail and Food • Services Roads = Topographical analysis and slope • Vegetation, Gardens and Shade • Existing Animal Exhibits and Support Facilities • Rides and Attractions Infrastructure Review • Building Conditions Analysis Diagrams; • Flow Enhancement Patterns • Experience Enhancements • Hub Development Opportunities • Exhibit Enhancement Opportunities • Back -of -House Support Needs • Campus Ecology Key Deliverables: • Meeting Minutes from Workshops. • Meeting Minutes from Interim Coordination Meetings and Web -based Conference Calls (see schedule). • Narrative consisting of site findings and workshop decisions, and preliminary vision and goal statements. • Progress Master Plan Booklet consisting of inventory mapping, site analysis diagrams and plans, and key facility priorities. • CASp Study and Recommendations. TASK it —CONCEPT TESTING & DEVELOPMENT We will begin to identify key high. -priority zones for detailed study and integration into the Master Plan. We will also overlay the analysis with a filter of current trends and innovations occurring at other national and international zoos, aquariums, and attraction - based institutions. During and after the proposed workshops, CLR will prepare preliminary drawings of these zones showing the integration of key design test concepts. Anticipated focus topics include: • Flow: Enhance Visitor Circulation and minimizing congestion • Experience: Significantly enhance visitor encounters and fun family experiences • Hubs: DirectVisitor Circulation and Experiences to flow thru Revenue Hubs Training & Science: Activity -Based Habitat Design —Science Based • Campus Ecology: Multiple decade shift to smarter, lower energy use operations Existing Circulation Analysis, Cnsah as Henry Doorly Zoo Master Platt =K�•w �••K Early Concept Plats, Fresno Chaffee Zoo Master Plats SAHrA Aa A ZOO I MASTER PLAN 1 Thematic Zones, John Sats zoo Master Plan CLR faciitnfed workshap, Oregan Zoo Master Plan 22 CLR I JAKUHY b; .3.017 Specific high-priority zones within the Master Plan organization, once identified, will consider and include: • Visitor and service flow, solved at the campus level • Guest amenities including plazas, shade, comfort, and rest rooms • Visitor services including food & beverage and gift • Animal habitats and land -use strategies • Thematic organization of zones and exhibits • Zoo operation facilities, shops, and back -of -house animal support and care • Campus Ecology and landscape systems to better manage water and energy Parking expansion options • Proposed utility infrastructure upgrades • Botanical planning and landscape strategies Key Deliverables Meeting Minutes including workshop decisions and revised vision and goal statements. • Meeting Minutes from Interim Coordination Meetings and Web -based Conference Calls (see schedule), Test concept diagrams, plans and narratives that propose new campus land uses, flow/circulation patterns and transformative exhibit Ideas. • Preliminary Campus and Exhibit Zones Organization Plan, Preliminary Botanical Concepts and Landscape Zones. • Progress Master Plan booklet including text, exhibit concept narratives, diagrams, plans, and illustrative sketches. Preliminary theme and storyline statements and look & feel Images will be defined here. TASK III — MASTER PLAN DEVELOPMENT This task will focus on concept refinement, developing a series of illustrative plans and program narratives of the proposed Master plan projects, and creating the final draft overall Master Plan organization composite. CLR will also prepare order of magnitude budgets for each project zone as well as implementation/phasing plans, The fully coordinated and approved set of Master Plan deliverables will be assembled to summarize the 6 month planning effort, and to serve as the roadmap for future development for the next 10-20 years. All work will be coordinated with the concurrent Strategic Business Planning effort. Key focus topics and tasks include: • Development and refinement of Comprehensive Site Plan including project zones, exhibit concepts and major landscape elements. • Project prloritlzation, implementation approach and schedule/timelines. • Capital cost assessments for project zones. • Zoo Business Pian Integration. • Development of narratives, drawings, sketches and perspective renderings to clearly illustrate the key project concepts. Key Deliverables: final Master Plan — -- • Meeting Minutes including workshop decisions and the vision �~ .statement{s), • Meeting Minutes from Interim Coordination Meetings and Web -based Conference �. Calls (see schedule). • Executive Summary: 10-12 pages including plans, graphic illustrations and Qt 'a perspective renderings, narratives, schedule of implementation, and probable cost„ n summaries. Master Plan Book. Volume 1: 25-30 Pages (estimated) Summary the Project Zones. r. • of 44, — Additional support sketches, text, maps and charts will be provided to further`�'� • Master Plan Book Volume ll: The Appendix, binding of Master Plan Analysis Mapping Workshop Reports and key Conceptual Framework illustrations and diagrams into a single Volume. • PowerPoint summary of the Master Plan, including plans and illustrations and sketches. • Illustrative renderings for key select project zones that can be used for promotional '. s1-4 purposes (proposal assumes 3 total). ,�� m, Po ' PDF`s of all Information notes! above. _ .........................._ Building Plans and Ptograna, Utah's Hogfe Zoo lblaster Plats TASK IV —STAKEHOLDER ENGAGEMENT This "Task" is proposed as an ongoing effort that would begin during the Concept Development phase and would continue through the completion of the planning process and acceptance of the Master Plan document. During our proposed workshops, CLR is prepared to meet with the Zoo's various stakeholders and constituencies (which may include Zoo senior management and staff, F05AZ and City officials) in order to facilitate input and engagement. Key Deliverables: Meeting Minutes from Workshops • Other graphics, charts and. sketches developed during any Engagement meetings will be scanned and Included as part of the planning process. Aerial Perspective Illustration by John Collins, Cleveland Zoo Master Plata CLR facilitateci public engagement SAUT1 A,vJA ZOO I MASTER PLAN 23 Sample CIientMission anJ Goads 4 C LR I JANI<A.RY 6, z�� i METHODOLOGY Our master planning approach engages the Owner at each step of the design and documentation process. It is an active and Iterative process of exchanging ideas, concepts; and trends across the team crafting the unique vision appropriate only to the Santa Ana Zoo, We utilize face to face workshops, web -based conference calls, meeting summaries and. follow-up, and targeted document review periods to realize the vision, During this process our interactive workshops provide the opportunity to engage all stakeholders in the vision development, Including Zoo senior management and staff, FOSAZ Members and City and government officlals. An exciting and integrated strategic master plan sets the destination and clearly lays out the path forward. The plan will guide the Zoos direction and ensure future outcomes that are measurable and realistic. Our approach is Informed by our passion for zoos and our commitment to your success; we believe in a €ransparent process that respects all voice5.0ur experience in bringing together all of the Zoo's stakeholders in a unified planning process has produced exciting resultsfor others, and the same can be achieved foryou, as well. Our role is to facilitate the planning process, bring Innovative ideas to the table, and challenge the Zoo's thinking in order to ensure that your team maximizes the unique resources and opportunities available in managing and operating the Zoo. Throughout our work, we will manage and facilitate a series of discussions and meetings with various groups that comprise leadership and staff from the Zoo, as well as select representation from FOSAZ Our first step will be to identify two teams who will guide and support the process. Although the final team composition will be determined with Zoo leadership, our initial recommendations are outlined here. CORE STAFF PLANNING TEAM A small leadership tears, including the Zoo Director and other senior Zoo staff, who would work closely with Zoo Advisors to monitor the process and disseminate information, This team would. participate in the regular planning calls and follow up to help guide the process. ADVISORYIPLANNING COMMITTEE A group of 8-12 diverse individuals consisting of Zoo senior staff, FOSAZ representatives, and city representatives will form the core group for all planning workshops. One of the hallmarks of our work is inclusivity. To accomplish that, we have identified a number of opportunities to gain input and participation from a range of stakeholders and Zoo staff, and keep them abreast of the plan's progress through presentations at meetings or other events, We will have multiple staff sessions at the beginning, middle, and end of our process and can provide the same for volunteers, We also suggest regular updates with key city officials and staff and FOSAZ board members. Exact make-up of the timing of input sessions and participation will be directed by the Zoo Director. STAKEHOLDER INPUT By including all of the Zoo's stakeholders throughout the process — not just "once and done" we ensure buy -in and consensus to the ultimate plan that gets delivered. In the interests of transparencyand inclusivity,we recommend including a robustcommunity inputcomponent into the process. Not only will this develop trust and generate excitement, but it also has the potential to identify new supporters and even donors. We will use a series of traditional and interactive tools to gain feedback, solicit ideas, and test concepts with a broad group to ensure broad-based support for the ultimate plan. To gain community input, we suggest hosting one to two open sessions at the Zoo to hear ideas for the future of the Zoo, uncover potential challenges for development, and gain feedback on direction and concepts. We recommend hosting one of these sessions after preliminary concepts have been identified so the community has something concrete to react to. PROCESS PHASES Our dynamic planning process includes four phases of work, in each phase we will have discussions or meetings with the core planning team, host a series of on-site workshops with the Advisory Committee, and provide regular process updates. Meetings with external stakeholders may be conducted on-site, by phone, or at another location that is amenable to them. After each workshop, ZA will provide summary findings and conclusions, including next steps to be completed, ensuring that the process remains on track. PHASE I: DISCOVERY, "WHERE ARE WE?" • Internal and external stakeholder interviews • Funding trend review • Vo1un€eer and staff engagement • Public Input • Environmental Scan: market and demographic trends Market and demographic trends • Benchmarking • Organization and financial assessment PHASE. II: DREAMING, "WHERE CAN WE GO?" • Identification of opportunities: revenue, operations, program, and organization • Community Input session PHASE ill: REALITY:"WHAT CAN WE DO?" • Staff and public input • Establishing priorities— program, exhibit, revenue Begin budget analysis PHASE IV: ACTION:"HOW DO WE GET THERE?" Community input session Organizational, operational, and financial plans • Phasing strategy recommendations DETAILED PROCESS PHASE I; DISCOVERY:"WHERE ARE WE?" Assessment oiidylnolysis Through one-on-one discussions with the planning team and other Zoo staff,wewill conduct a comprehensive analysis of internal and external issues affecting the Zoo, specifically addressing issues related to: Internal • Operations & Finances • Visitor Profiles • Marketing/Communications • Organization • Education = Conservation External • Tourism & Economic Trends = Community & Conservation Partners • Funding Sources • Competition • Industry and Attractions Trends = Regional Priorities Projected Attendance Growth Sample Client Growth Projections SMITA.AIIA MO I MASTEN PLAN 25 Wo. W _ p?"174W - urs_ Yf1mEl ! X1P ®1k X1� 5 r+d ,1].a'E .N1mVln - asmaea wn i�!P.Y.?�......�4eui.-..... - aiaa -yaR".Wai CS¢aF._._ �}?4]MgMAI Persona �p9etS _ -. ,.., ... G1% c.3Y Oaeamellrtler is 7i.E4s ..xw 11GR P ins crass Pae Lai -ulnen a hkd'anfiemehddlKome....... 513,g,1Y„ .. 51L.2IIk Sample ClieV Demographic Analysts 2 (_LR I IANU,P,RY 6, 20 i7 Conservation & Sustainability Trends To build consensus and get a complete understanding of all the issues facing the Zoo, we will seekthe input of stakeholders, who could include Zoo staff, key members, donors, and potential prospects. Additional partners or allies may be identified. We will conduct orte- on-one interviews with all staff leadership. We will then conduct one-on-one interviews with. senior city staff as well as 'leadership members' of the Board. We see these interviews as critical to the full engagement in the planning process and as an important step in building buy -in to the plan. We would then meet with ten to twelve external leaders to understand needs, perceptions, challenges and opportunities associated with the Zoo, Its history and its plans. We will interview these Individuals to gather their ideas for future development and begin to build consensius around future direction. In this phase, we anticipate conducting an initial meeting with the planning committee to dive deep' into where the Zoo is now. We would host an all staff meeting to get an understanding of staff perspectives. We would also plan to talk with your volunteer base through an open meeting to gather ideas and understand challenges and opportunities. Additionally, we will review available visitor and member surveys to learn what Zoo guests have to say about their experience. To learn more about the environment in which the Zoo operates, we will analyze market and demographic data and complete a regional competitive analysis, This work will look at population and tourism trends and growth rates, market segmentation, and other economic data. We will also look at competitive attraction pricing, attendance, geographic reach and target markets. We will also conduct a summary benchmarking study of comparable zoological institutions. Benchmarking Information will include attendance, membership, market saturation, operational cost, and size. Because of the specific importance of visitor services from both guest satisfication and revenue generation standpoints, we wlli put a special focus on these areas during the Discovery phase. The information gleaned during this phase will enable us to assess the.Zoo's current trajectory and overall health, and conduct a S.W.O.T, analysis to inform the remainder of the project. Key Deliverables; • Organizational Profile • Market & Demographic Profile. • SWOT Analysis • Environmental Analysis PHASE 11: DREAMING."WHERE CAN WE GO?" At the outset of this phase, ZA will meet with the committee to review the findings of the Discovery Phase. This comprehensive assessment of the current state of the Zoo sets the foundation for the remaining steps of the process. At this meeting, we will also confirm the Zoo's vision that will fully articulate the institutional direction of the Zoo. Re -commitment to the vision is a critical step in the planning process. This statement reflects wherethe institutions sees itself going and serves as the fundamental building block upon which the integrated plan is developed. The next step of this phase Is conducting a workshop where we take a'blue sky' approach and get to think big. It's an exciting and energizing part of the process and one that will push the boundaries with innovative thinking and new ideas, ZA, along side of the design team, will work with the Core Team to identify the ideal mix of Zoo leadership, City representatives, FOSAZ, and staff to participate in this Creaming workshop. During this Dreaming workshop, there would be an option to engage a Blue Ribbon Panel of three to four outside experts in 'jump-starting" thinking and brainstorming with the planningteam. Participants could included a mix of both national and local experts and"big thinkers,'We recommend a mix of thought leaders in education, conservation, sustainabllity, attractions and tourism or economic development, depending on your vision and strategic issues. The design team will concurrently be exploring improvements to the site and facility and testing new concepts and ideas relative to what was learned in the Discovery phase. This. part of the design planning is a truly iterative process with a wide range of Images and ideas being shown, explored, put on the map, maybe being tossed aside and then going through again until certain concepts and the framework of a facility plan that everyone can coalesce around begins to emerge. As the full design team explores options, it will be importantthat ZA provides a business and financial filter to ensure fiscal sustainability. Informed by our visitor services research from Discovery, during this phase ZA would explore a host of possible alternatives to increase revenues and bottom-line income for the Zoo without significantly increasing overhead expenses. New or expanded revenue initiatives, which have successfully worked for many of our zoological clients, could include: • Visitor experiences Pricing strategies • Member related strategies • Food, retail, and rental strategies • Education and conservation programs From this work and discussions, we would create an opportunities thesis and matrix that would begin to Identify, rankand prioritize ideas based on factors such as mission fulfillment and fit; capacity; income potential; demand; and Impact on Zoo staff. Key Deliverable: Opportunities Matrix PHASE III: REALITY:"WHAT CAN WE GET DONE?" The work conducted in the previous phases now leads to the development of business goals. Once again using the workshop model, the planning team will develop and prioritize a list of preliminary goals. It is assumed that the goals will include those specific areas of interest, issues and opportunities identified to date and could include areas such as: regional destination; animal care & management; financial stability, efficiency and effectiveness, education, civic asset/economic impact, but will be expanded or modified based on the outcomes of the prior planning workshops. All Improvement and enhancement Ideas from the design team will be tested relative to the opportunities and priorities identified throughout the process and how these improvements can help the Zoo achieve its strategic goals. We would also test the concepts through a community input session or by sharing the concepts online to gain public input into the preliminary plan ideas presented and gain feedback as required or requested by the Zoo. Key Deliverable: Business Goals Knoxville Zoo: Attendance, Market S'i UMMAttendance WAM 5tatlstkai Area Popul Sample Client Collection suggestions SANTA ANA ZOO 1 MASTER PI -Am 27 Sample Client Market Pri fections 28 CLCD I IAIUARY G, 2617 PHASE IV: ACTION "HOW DO WE GETTHERET" During this phase, the team will develop the Strategic Business Plan which integrates the data collected during the previous phases and I Inks to the facility concept plan. In developing this document ZA would: • Outline the business plan -of -action for the Zoo (finarncial,private/public operational and capital funding) • Confirm phasing and timing of identified projects Summarize experience, retail, fond/beverage, and program opportunities that enhance visitor services and revenue opportunities • Develop projections and assumptions for attendance, operating revenues and expenses, including admissions pricing structure • Identify cooperative funding (capital Investment and operating) strategies forthe publlc/private partnership. The strategic business plan would include: • Market opportunities and programs • Revenue programs: earned (visitor per capita) and contributed (membership, annual funds, sponsorship, etc.) • Alternative management (third -party vendors for food, gift, and concessions); • Attendance and operating projections • Pricing strategy based on the market profile and fit with the overall strategic direction • Per capita visitor spending related to admissions, food, retail, rides, and experiences; • Marketing recommendations • Public/private partnership recommendations • Staffing plan/organizational recommendations • Overhoad operating expense allocations Key Deliverables: • Implementation Plan • Strategic Business Plan • Operations Plan • Attendance and Operational Projections As needed, we would work with the design team to refine the facility master plan at this stage. Utilizing slte concept plans, the planning team would provide direction as to the phasing, collection, and exhibit improvements. Phasing strategy will be linked to the business plan to develop revenue and attendance projections, The plan will .also offer specific recommendations for continuing to develop a healthy and effective public/private partnership between the Cityand f=riends as a cooperative team. The final step in the process would beto develop the implementation plan. At this stage, ZA would provide a basic model template and facilitate a process with Zoo leadership, Board and staff to identify the action steps and measures required to turn the plan into reality. POST -PLAN WORK While our work and the final plan will include marketing recommendations and summary economic impacts, if more extensive work on these elements is desired, it would take place afterthe master planning process is complete. Each of these elements is a project unto Itself, requiring specific inputs, methology, and research, This work would have a separate and additional fee beyond the strategic master planning scope. Econumiclmpoct The goal of an economic impact study is to determine the extended "ripple" effects of an institution, organization, or business on its economic environment. Zoo Advisors would conduct this study in two phases: PHASE 1- ORIENTATION Purpose, To discuss and agree on client communications and products, and to gain a deeper understanding of the goals and priorities of this specific analysis. Tasks would Include the following. • On-site meeting and conference calls with the client team and any related stakeholders to discuss the project, goals and objectives, as well as factors upon which to focus in the work program. • Collect prev€ouslycompleted reports, attendance (by type -- like school groups) and member statistics, GIS mapping information, and other data as it pertains to the Proposed analysis, including available tourism market figures, demographics, and economic data. Product: Fuller understanding of project goals, priority issues, responsibilities, and any potential issues that should be addressed or avoided. Elements of the following work plan could be refined or modified at this point to insure the best product. PHASE 2. ECONOMIC AND FISCAL. Impact Study Purpose: To provide an independent evaluation of the economic and fiscal impact of this project. Assessment elements could include; • Direct Benefits and Costs — estimate direct employment, earnings, operational spending, potential property tax and sales tax, and retail sales capture by the development. Multiplier Impacts -- include an msessmentof the multiplier lmpactofthe proposed development, focusing on the re -spending of direct economic activity in the local economy, which will support additional jobs and wages, • Spending by out-of-town visitors to the zoo.. Product; An assessment of the range of fiscal and economic benefits and costs associated with the proposed project, MARKETING PIAN If a full marketing panning project is desired after the strategic plan is completed, Zoo Advisors would conduct the project as follows. PHASE 1: BACKGROUND The purpose of Phase I Is to determine the exact status and trajectory of the Zoo's current marketing initiatives in order to set the stage for new strategies that support the strategic plan's goals. While a large portion of the background work from strategic planning would carry over, we would conduct narrower and more detailed assesment of current and historical marketing plans and activities, as well as the competitive environment in which the Zoo operates. NM EtE 1;1� M Ism a� 2049 3444 Sample Client Reven tics vExpertses projections S,AN IA ANA ZOO I iINIA5TER PLAN 2 Comparable Zacs: Attendance, MSA LFHMOI 161d AIAe�ullnca MLA 9WA11rw — Diagramatic market camparisons to iilustrate, strengilis and opportunities 30 CLR 11,4NU0Y 6, 201? PHASE 2: MARKETING S.W.O.T, SITUATIONAL ANALYSIS In this Phase I, we would re -approach our S,W.O.T. analysis from the strategic plan with a specific eye towards marketing strategies. We would conduct interviews with stakeholders inside and outside the Zoo, including marketing staff, senior leadership, local market experts, and community members to develop a more refined picture of the environment in which the Zoo operates and competes. PHASE 3. RECOMMENDATIONS AND PLANNING During the final phase, we would make specific recommendations to bolster weaknesses, and address opportunities and threats identified In Phase II. Each recommendation would come with specific supporting evidence, creating a case for how it will grow the Zoo's reach and impact in the market. After presenting our recommendations in a mid -project Meeting, we would work with project leads to create a full marketing plan that details agreed-upon strategies and their budgetary Implicationss, including a marketing calendar outilining deployment timing. CLR 11ANUAPY6, 2017 Page Appendix Resumes 33 • CLR Design • Zoo Advisors • Additional 5ulaconsultants CASA Scope and Fee Breakdown 43 Certifications 45 • Non -Collusion Affidavit • Non -Lobbying Certification • Nan -Discrimination Certification SAN FA ANA ZOO I MASTER PLANI 1 Gregory Dykstra, AIA, LVED AP BD+C PRINCIPAL PROFESSIONAL EXPERIENCE Principal and Project Director 2001 -Present Architect 1996 -Present CLR Design Philadelphia, Pennsylvania EDUCATION Bachelor of Architecture, Temple University Rachelor of Science in Architecture, University of Michigan PROFESSIONAL REGISTRATION Colorado, District of Columbia, Florida, Illinois, Indiana, Louisiana, Maryland, Michigan, Minnesota, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Wisconsin, Oregon, Ontario AFFILIATIONS The American Institute of Architects Ontario Association of Architects NCARB U.S. Green Building Council Association of Zoos and Aquariums World Association of Zoos and Aquariums HONORS AND AWARDS 2015 AZA Top Honors Exhib'itAward - Operating Budgets Under $S million Snow Monkeys Great Plains Zoo 2009 CAZA Baines Award for Outstanding Achievement Tundra Trek Toronto Zoo 2006 AZA Exhibit Award Entrance & Predator Ridge Denver Zoo 2004 AZA Significant Achievement Award Afrfcan Riff bailey Cheyenne Mountain Zoo 2002 AZA Significant Achievement Award The Birdhouse at Riverbanks Riverbanks Zoo & Garden A Registered Architect, Greg has been working In zoo planning and design with CLR for over twenty-five years, He has led numerous design teams on projects ranging from Innovative multi -species exhibits with rich storylines to large- scale entry complexes boasting both state-of-the-art active animal exhibits and visitor amenities, Greg, a LEE€7 (Leadership in Energy and Environmental Design) accredited professional, is particularly interested In helping Zoos define and Implement "campus ecology" — the rebuilding and operating of zoos in a sustainable way, a complement to the conservation and education mission of zoos. SELECTED PROJECT EXPERIENCE MASTER PLAN AFRICAN GRASSLANDS Omaha's Henry Doorly Zoo Omaha Nebraska SEAL & SEA LION EXHIBIT ENTRY, GRIZZLY &OTTER EXHIBIT THE BIRDHOUSE AT RIVERBANKS NDQKI FOREST Riverbanks Zoo Columbia, South Carolina MASTER PLAN TIGERS OF THE FOREST REALM MEIJER GRIZZLY BEAR EXHIBIT JANDERNOA TREETOPS OUTPOST John Ball Zoo Grand Rapids, Michigan UAE WORLD DESERT NORTH KENYA SAFARI Al Ain Wildlife Park & Resort Ai Ain, Abu Dhabi, UAE THE NATIONAL ELEPHANT CENTER Okeechobee, Florida TAKIN EXHIBIT ASIA TRAIL- PHASE 0 Smithsonlan National Zoological Park Washington DC FACILITY MASTER PLAN Fresnds Chaffee Zoo Fresno, California MASTER PLAN Dubai zoo Dubai, UAE MASTER PLAN ELEPHANT LANDS Oregon Zoo Portland, Oregon MASTER PLAN TOYOTA ELEPHANT PASSAGE ENTRANCE & PREDATOR RIDGE Denver zoo Denver, Colorado MASTER PLAN Mesker park zoo Evansville, Indiana GIANT PANDA EXHIBIT CANADIAN WILDERNESS ELEPHANT FEASIBILITY STUDY TUNDRA TREK Toronto Zoo Toronto, Canada TRAILS OF AFRICA Birmingham Zoo Birmingham, Alabama A STEP INTO AFRICA CRATER LODGE & AFRICAN EXHIBITS Seneca Park Zoo Rochester, New York AFRICAN RIFTVALL£Y Cheyenne Mountain Zoo Colorado Springs, Colorado 11) SAHTAANA Tn7 I MASTCRALAN Gregg Leicester, ASLA, LEED GA ASSOCIATE PROFESSIONAL EXPERIENCE Project Manager Landscape Architect CLR Design Philadelphia, Pennsylvania Gregg Leicester, ASIA is a Registered Landscape Architect with 15 years of professional experience in zoo planning and design. Gregg has assisted in the design and management of a wide variety of projects ranging from small animal exhibits to large campus master plans. He has worked closely with many zoological institutions in developing .comprehensive facHit.y master plans that provide sound development strategies for short-term and long-range projects. SCLECTED PROJECT EXPERIENCE 2004 -Present MASTER PLAN 2001 -Present ELEP H ANT LA N DS Oregon Zoo Portland, Oregon EDUCATION Bachelor of Science - Landscape Architecture Rutgers, The State University of New Jersey AFFILIATIONS U.S. Green Council LEI_D Green Associate American Society of Landscape Architects Associationof Zoos and Aquariums World Association of Zoos and Aquariums AWARDS 2016 AZA Top Honors Exhibit Award - Operating Budgets Under $5 million Penguin Const Maryland Zoo in Baltimore 2009 AZA Significant Achievement Award Wntonl Grasslands Reserve North Carolina Zoo 1497 ASLA Merit Award Rutgers University 34 ClR I JANUARY 6, 2017 UAE WORLD DESERT NORTH KENYA SAFARI OASISWORLD DESERTAMPHITH EATRE CHILDREN'S DISCOVERY GARDEN Al Ain Wildlife Park& Resort Al Ain, Abu Dhabi, UAE HAROLD C. SCH OTT EDUCATION CENTER MASTER PLAN Cincinnati Zoo & Botanical Garden Cincinnati, Ohio AFRICAN GRASSLANDS CONSERVATION ACADEMY Omaha's Henry Doorly Zoo Omaha, Nebraska AFRIC.AI MASTER PLAN Toledo Zoo Toledo, Ohio WATANI GRA55LANDS RESERVE North Carolina Zoological Park Asheboro, North Carollna PENGUINS ROCK Tennessee Aquarium Chattanooga, Tennessee MASTER PLAN PROMENADE Kansas City Zoo Kansas City, Missouri ROCKY SHORES AFRICAN SAVANNA MASTER PLAN ELEPHANT ENCOUNTER UTAH TRAIL Utah's Hogle Zoo Salt Lake City, Utah MASTER PLAN ANIMAL CARE COMPLEX Palm Beach Zoo West Palm Beach, Florida TRAILS OF AFRICA Birmingham Zoo Birmingham, Alabama FACILITIES MASTER PLAN Fresno's Chaffee Zoo Fresno, California MASTER PLAN Dubai Zoo Dulaa1, United Arab Emirates AFRICAN PENGUIN PRAIRIE DOG TOWN GIRAFFE FEEDING STATION TRAIN PROJECT AVIARY ELEPHANT BARN RENOVATION The Maryland Zoo in Baltimore Baltimore, Maryland FACILITIES MASTER PLAN Cheetah Conservation Fund Namibia, Africa MUSEUM OF LIVING ART Fort Worth .Zoo FortWorth,Texas Larry Dame ASSOCIATE. Larry Dame is an Exhibit Landscape Designer with over 30 years experience in zoo planning and design. As one of CLR's most experienced exhibit designers, Larry assists In overall design development and production on most projects. He never puts a line down on paper that has not proven to actually work. PROFESSIONALE{PERIENCE SELECTED PROJECT EXPERIENCE Exhibit Designer 1987 -Present ELEPHANT LANDS TOYOTA ELEPHANT PASSAGE CLR Design MASTER PLAN PRIMATE PANORAMA Phiiadelphla, Pennsylvania. Oregon Zoo Denver Zoo Portland, Oregon Denver, Colorado EDUCATION Master of Landscape Architecture AFRICAN GRASSLANDS TIGERS OFTHE FOREST REALM University of Virginia MASTER PLAN John Ball Zoo Omaha's Henry Doorly Zoo Grand Rapids, Michigan Bachelor of Science -Architecture Omaha, Nebraska University ofVirglnla AFRICAN ELEPHANT CROSSING AFRICA Cleveland Metroparks Zoo AFFILIATIONS Mesker Park Zoo Cleveland, Ohio Association of Zoos and Aquarlums Evansville, Indlana World Assoclation of Zoos and Aquariums AFRICAN SAVANNA FACILITY MASTER PLAN ROCKY SHORES AWARDS Fresno's Chaffee Zoo Utah's Hog le Zoo 2016 AZA Top Honors Exhibit Award - Fresno, California Salt Lake City, Utah Operating Budgets Under $5 million Penguin THE NATIONAL CLCPHANTCENTER CANADIAN WILDERNESS Zoo Maryland Zoo in Baltimore Okeechobee, Florida TUNDRATREK 2012 AZA Significant Achievement Award UAE WORLD DESERT Toronto Zoo Toronto, ON, Canada Afriroo Elephant Crossing NORTH KENYA SAFARI Cleveland Metroparks Zoo Al Affn Wildlife Park & Resort MASTER PLAN 2011 AZA Exhibit Award AlAln, Abu Dhabi, UAE TEXAS WILDI Museum of l4agArt MUSEUM OF LIVING ART Fort Worth Zoo MONSOON JUNGLE Fart Worth Zoo 2011 AZA Significant Achievement Award CONGO MOUNTAIN FortWorth,Texas Giants of the Savanna GIANTS OF THE SAVANNA Dallas Zoo Dallas Zoo THE BIRDHOUSE AT RIVERBANKS 2009 LAZA Baines Award for Outstanding Dallas,Texas NDOKI FOREST Achievement. Riverbanks Zoo & Garden Riverbanks T - PHASE R Columbia, South Carolina Toorontoronto Zoo Smithsonian National Zoological Park Washington, OC NORTHERN TRAIL 2002 AZA Significant Achievement Award Woodland Park Zoo The Birdhouse atRiverbonks GORILLA FOREST Seattle, Washington Riverbanks Zoo &Garden POLAR BEAR ODYSSEY 1995 AZA Exhibit Award Como Park Zoo MASTER PLAN UPDATE Northern Trnif 'Saint Paul, Minnesota CHIMPANZEES OFTHE MAHALE MTNS. Woodland Park Zoo RED APES OFTHE RAINFOREST TRAILS OF AFRICA Los Angeles Zoo Birmingham Zoo Los Angeles, California Birmingham, Alabama A STEP INTO AFRICA AVIARY CRATER LODGE& AFRICAN EXHIBITS $NOW LEOPARD &SEA LION EXHIBITS GENESEE TRAIL Toledo Zoological Gardens ROCKY COASTS OF THE WORLD Toledo, Ohio Seneca Park Zoo Rochester, New York SANTA RNA T00 � MASTER PLAN 35 John R. (®llins PROPESSIONAL EX P E RIEN CE Architectural Designer & Illustrator 2009 -Present CLR Design Philadelphia, Pennsylvania EDUCATION Bachelor of Architecture, Pennsylvania State University ACAOE,MkC EXPERIENCE Visiting Critic 200a-2009 Philadelphia University -Landscape Architecture Philadelphia, Pennsylvania Visiting CrICIC 1996, 2007,2009 Temple University -Landscape Architecture Philadelphia, Pennsylvania Studio I nstructor 2006 University of the Arts - Museum Design Dpt, Philadelphia, Pennsylvania HONORS AND AWARDS 2011 Design Award PA/DEASLA Chapter - Sunset Park, PA & Ocean City, MD 1998 Alumni Achievement Aword Penn State -College of Arts and Architecture 1997 First Place - National Competition Little Bighorn Indian Memorlal 1992 First Place "Water Garden"- National Competition United States Botanic Garden 1986 First Place -5toteCoMperitfon, India John Stewardson Travelling Fellowship 1986 Creative AchievementAword Penn State College of Arts and Architecture 3 CLR I iA,NJARY 6, 2017 With 25 years of experience as a project manager and architectural designer,John has been integrally involved in projects ranging from performing arts centers, campus master plans, museum additions to zoo exhibits and public artworks, In addition to his work as an architectural designer, he specializes in hand -drawn renderings which have proven a useful tool throughout CLR's design process, as well asfor fundraising tools for donors. His understanding of design, construction and materials are an invaluable resource that enables hts drawings to introduce a sense of reality to projects that are in a very preliminary stage of development, SELECTED PROJECTEKPERIFNCE MASTER PLAN MONSOON JUNGLE Denver Zoo CONGO MOUNTAIN Denver, Colorado EDUCATION CENTER MASTER PLAN AFRICAN GRASSLANDS Dallas Zoo MASTER PLAN Dallas,Texas Omaha's Henry Doorly Zoo Omaha, Nebraska AFRICAN SAVANNA MASTER PLAN ELEPHANT LANDS ROCKY SHORES MASTER PLAN CONSERVATION RESOURCE CENTER Oregon Zoo THE BEASTRO Portland, Oregon Utah's Hcgle Zoo Salt Lake City, Utah TRAM SHELTER MASTER PLAN ENTRY& SNOW MONKEY EXHIBIT Cleveland Metroparks Zoo Great Plains Zoo Cleveland, Ohio Sioux Falls, South Dakota GORILLA FOREST MASTER PLAN POLAR BEAR ODYSSEY Fort Worth Zoo Coro Park Zoo Fort Worth, Texas Saint Paul, Minnesota CONSERVATION GARDEN TRAILS OF AFRICA ENTRYVILLAGE Birmingham Zoo Palm Beach Zoo Birmingham, Alabama West Palm Beach, Florida MASTER PLAN Dubai Zoo Dubai, UAE DAVID WALSH President & Chief Advisor Principal and Founder David Walsh is an expert at helping institutions understand and link business and financial strategies with enhanced experiences and facilities, His expertise was built through a successful career in the nonprofit, corporate, and entrepreneurial worlds, focusing on business management issues, finance, organizational dynamics, and governance. Over the course of a 25 -year career, David has assisted more than 65 clients -- including 40 zoos —with the development of strategic plans, marketing studies, financial ptanning, feasibitityanalyses, and governance studies. For the past decade, he served as an independent consultant to provide his planning and management expertise to nonprofits, In launchfng Zoo Advisors, David sought to provide a direct and responsive relationship to his clients. David has conducted numerous workshops on strategic visioning, mission development, and opportunity identification for nonprofit boards, leadership teams, entire staff groups and external stakeholders, He has also joined with design teams to link master planning with the financial and business aspects of a project. Prior to his work in the nonprofit arena, David launched a successful Internet -based travel. business, which he built fror i an idea to a company serving thousands of customers nationwide, He also operated a consulting company that assisted corporate clients in managing the new product and business development process — including idea generation, market research, business planning, and product rotlout. His corporate experience includes careers at PECO Energy, where he led the planning and implementation of several new businesses, and at Verizon Communications, where he identified emerging markets and promoted communication services. David would act as the chief consultant on this project, overseeing all strategic and business planning aspects, EDUCATION Bachelor of Marketing University of Scranton Current Projects and Completion Dates Bergen County Zoo Governance and Strategic Planning // Apr. 2017 Chattanooga Zoo Business Planning May 2017 Henry Vilas Zoo Strategic Planning {% Feb. 2017 Knoxville Zoo Business Planning Apr. 2017 Nantucket Aquarium Feasibility Study // Apr. 2017 Red River Zoo Strategic Master Planning // Feb. 2017 Saint Louis Zoo Business Planning // Jan. 2017 Availability for Santa Ana: 75% SIMA iNNA ZOO i MASTER PLAN 3 KATHY WAGNER Senior Advisor Kathy Wagner applies 30 years of leadership to her role as a consultant. Her services include strategic planning, education and interpretive programming, organizational development, meeting facilitation, fundraising, grant writing, and evaluation. As Vice President for Conservation and Education at the Philadelphia Zoo, Kathy led her team in developing numerous award- winning programs. She served as Project 0rector/Principal Investigator for three National Science Foundation grants and was the founder and leader of a four -museum collaborative, working with 12 different community partners, Kathy also expanded the Zoo's international conservation program, instituted a sustainability initiative, and developed the Zoo's first botanical collection plan. Her Zoo experience also extended to the area of visitor services and fundraising and development, where as interim Vice President, she managed all individual, corporate, capital, and major gifts functions. Kathy has consulted with zoos, museums, botanical gardens, interpretive centers, and other non- profits throughout the country and has served on community and professional boards, including the Association of Zoos and Aquariums, Visitor Studies Association, Schuylkill Center for Environmental Education, Awbury Arboretum Association, Now Jersey Academy for Aquatic Sciences; Kathy was also founding Chair of the Smithsonian Environmental Research Center Advisory Board. Kathy would act as a key strategic consultant on this project, tending her expertise in mission focus and conservation education. EDUCATION Master of Arts, Classical Languages Vitlanava University 38 CLR i JANUARY 6, 2017 Current Projects and Completion Dates Rosamond Gifford Zoo Interpretive Planning /1 Jan. 2017 Avaitability for Santa Ana: 80% ZACHARY WINFIFLD Director of Analysis & Marketing Zachary Winfield brings an expansive set of skills to Zoo Advisors gained through a multi -faceted career in the zoo, consulting, and busfness worlds. He has extensive experience conducint business analysis, membership and guest services assessments, marketing strategy, and fundraising programs for zoos, aquariums, and other non-profit organizations. Zach has special expertise in data analysis, reporting, and strategies. He focuses on guiding organizations through the process of choosing and implementing systems to integrate departments, remove silos and maximize resources. In addition, his anatyticat background complements and supports the strategic and business planning initiatives for Zoo Advisors` clients, With a deep and abiding love for data analysis, Zach is expert at extracting meaningful and actionable information from large datasets. He has spearheaded the creation of Zoo Advisors proprietary dataset, which overlays more than a decade of zoo industry performance and development data with economic, demographic, and climatological from a variety of other sources. Zach found his niche as the Membership & Marketing Director at Reid Park Zootogical Society in Tucson, AZ, where he oversaw the membership and marketing operations, and shepherded the Zoo through an organization -wide restructure of information systems_ He further developed his expertise as a consultant working with zoos, aquariums, and other non -profits throughout the United States, Zacharywould act as the lead analyst, providing advanced analytics in finances, industry trends, and market data. EDUCATION Bachetor of English Skidmore College Current Projects and Completion Dates Akron Zoo Economic Impact Study // Jan. 2017 Chattanooga Zoo Business Planning // May 2017 Knoxville Zoo Business Planning // Apr. 2017 Nantucket Aquarium Feasibility Study // Apr. 2017 Saint Louis zoo Business Planning // .Jan. 2017 Availability for Santa Ana. 70% SM11A ANA 700 1 MASTER PLAN 39 z ? tae b si l Sharad Ganju Associate EDUCATION Master of Science Civil Engineering RLItgers State University of New Jersey Bachelor of Civil Engineering, Center for Environmental Planning &Technology India REGISTRATIONS Professional Civil Engineer, CA AFFILIATIONS American Society of Civil Engineers 4 Cllr I JAH11HY6.2017 As an Associate and Project Manager with the Los Angeles office of KPFF, Mr. Ganju is responsible for client contact, establishment of fees and schedules, supervision of engineering and drafting personnel, project design and production, overall project coordination and construction administration. He is experienced in development of projects from the early feasibility planning stages, through design and permitting, and through construction. Sharad joined KPFF in 2006. He has more than thirteen years of experience as a civil engineer. u Member of the core KPFF leadership team responsible for running the company's Los Angeles office and leading its expansion and growth strategy. >} Co -lead the biggest group of LA office — 20+ people, Responsible for employee salaries, bonuses, performance reviews, hiring/firing >> Design, construction and management of urban infill projects with combined construction cost of $2.8 Billion » Handpicked to lead a teams of KPFF and sub -consultants on a major 140 -acre $26 LA County project. Delivered record profit exceeding 25°/a+ beating industry standard of 14%-15°/6. Launched new market sector for LA office - Dept. of VA Contracts In CA and NV region, Grew federal work market by 20%. » Write business proposals for new projects (average project budget $25M+) >r Lead new project pursuits and represent KPFF in interviews, client/owner and public entity presentations » 100%+ expansion In new business on a yearly basis through client and owner relationships u Developed influential relationships with property owners and lead architects; grew repeat business » Spearheaded the hiring program from entry level to experienced candidates » 011/c Employee Turnover in the group for more than 3 years Managed overall Project coordination between clients, architects, consultants and public agencies >r Led negotiations with City and County of Los Angeles` public works department for permit approvals with. 100% success rate >> Lead Civil Engineering Peer Reviewer for Department of Veteran Affairs' Projects in Western US » Part of the think tank to further company's initiative in BIM expertise/services and utility infrastructure modeling Grew project profitability by implementing detailed budgeting and cast control strategies at all stages of project development » Lead and supervise a team of project managers, engineers and support staff C D/ A 17528 Rowland Street 2nd Floor CREATIVE bE5Icm CltyofIndustry, CA91748 A 55 OCIATES 626.913.8101 Vice President of Creative Design Associates, based in City of Industry, CA. Assisting clients regarding the Americans with Disabilities Act (ADA) and California accessibillty standards, ADATransltion Pian services, and accessible design. Since 2008, one of California's first Certified Access Specialists (CASp), based on experience and testing criteria administered by the Division of the State Architect. Since,2014, on behalf of the International Sign Association, alternate delegate to the ICC/ANSI Committee on Accessible and Usable Buildings and Facilities, contributing to creation of the 2015 Edition of the ANSI A117,1 Accessibility Standard. Consultant technical assistance to attorneys and other clients to assist in the resolution of lawsuits, complaints, and claims related to State and Federal access laws. PROFESSIONAL REGISTRATIONS Licensed Architect, C-26299 State of California, 1996 Accessibility Inspector/ Plans Examiner, 1063102 International Code Council, 2010 Certified Access Specialist, CASp-023 State of California, Division of the State Architect (DSA), 2008 Certified Safety Assessment Program Evaluator, State of California No. SAPV61774, Office of Emergency Services (Cal CIES), 2006 No. 68862, Emergency Management Agency (Cal EMA), 2011; Cal OES, 2016 Historic Preservation Professional Background: Fulfills the Secretary of the Interior's Professional Qualifications Standards for Historic Preservation Professional (Architecture and Historic Architecture) pursuant to the Code of Federal Regulations, 36 CFR Part 61, Appendix A, Affiliations: Member of the American Institute of Architects Member of the National Association of ADA Coordinators Founding Member of the Certified Access Specialist Institute Member of ASTM Committee F08 on Sports Equipment and Facilities Member of the Assoclation for Preservation Technology International Specialties: Accessibility Consulting Services, Historic Preservation, Architectural Design. SANTA ANA ZOO I MASTER PLAN 1 KPJ Consulting Jacqueline Chan I Senior Cost Manager Founded in 2014, KPj consulting is MBE/WBE certified. Jacqueline, the P.reside.nt of KPJ Consulting, has more than 19 years of experience in the construction industry. She has worked on a variety of project types; Including higher education, government; hospitals, laboratories, K-12 schools, hospitality, resldentW, and industrial facilities with budgets ranging in value from less than $1 million to more than $200 million, In her role as a Senior Cost Manager for design teams, Jacqueline is especially skilled providing accurate budgets at the early programming and conceptual phases of a project when that accuracy is critical to a project ultimate success, She achieve that through early advice during design phase and create functional solutions to meet budget expectations, She also has a detailed knowledge with regards to mechanical, electrical and plumbing issues. Zoo and Masterplanning Experience Senlor Cost Estimator 2015 Vision Agua Caliente Spa & Hotel Masterplan, Palm Spring, CA This project consists of two ground -up boutique hotel towers with about 150 rooms in Palm Spring. it has a 2 storey Spa & Fitness facilities include a banquet, bars, conference facilities, restaurant, retail and below grade basement. Other amenities include an above grade parking and connecting to existing Casino facilities. Jacqueline is the cost estimator during the masterplan phase. 2014-2005 Los Angeles Zoos, Los Angeles, CA Provided various cost estimating. supports and change order analysis for Rain Forest of the Americans and Los Angeles Zoo Clephants of Asia. Jacqueline is the cost estimator during her employment at Curnming,. C5Li San Jose Campus Athletic Masterplan, San Jose, CA The project consists of a master plan with two design options to update athletic facilities — tennis courts, golfing range, baseball stadium, track & soccer complex, softball field, support facilities and amenities. Jacqueline is the cost estimator for the masterplan phase during her employment at Cumming. Autry Resource Center, Los Angeles, CA The project consists of renovation and three significant additions to the building to house additional gallery, art storage space and a central courtyard lobby inviting guests into the museum. Jacqueline is the cost estimator for the schematic phase during her employment at Cumming. Jacqueline Chan 42 CLR I JANUARY 6.2017 Years of Experience: 19 Education: Master of Business Administration, Royal Melbourne Institute of Technology University Grenobte School of Management, Innovation Management Bachelar of Science, Construction Economlcs/Quantity5urveying, Royal Melbourne Institute of Technology University Computer Skills Electronic Takeoff —131M, on-screen Takeoff Certifications MBE/W BE/C6 E County of Los Angeles CINE program W: 85500 MBE/WBE CCA File No: 12585 DBE CUCP File No, 42787 Language English, Chinese, Professional Affil€ations: ■ Member, American Society of Professional Estimators Member, Royal Institute. of Chartered Surveyors • Board Member, The Association for Strategic Planning Item Description Fee CASp Inspection CBC 1 ADA of all visitor $8,610 facilities, visitor amenities and visitor circulation path. CASp Study Report Description of items not $18,050 in compliance, location, photo, code violation, cor- rective action, Mapping (optional) Map of zoo identifying $6,630 items not in compliance. Project Management $2,800 QAQC $2,800 CASp-Architect Meetings 1$3,600 Total Fee: $35,860 Total Fee + Optional Mapping Services: $42,490 SANTA ANA ZOO I MASTER FLAN 43 item Pro.jQct Management QAQC Facilities Treetops Exhibit (Tama PrimateRow $440.00 $440.00 SAZ00 Rental Area $440.00 spection + ,.pqrts_+ 'Mal j al Rainforest Tragical 1�p $440.00 $570,00 ., Bald Eagle .... .. .. ........ . . . ..... .. .. ..... ...... .. .......... .. '-§16th/Saki .............. .. .. .............. ---- ---- --- .. �440,00 - -- -------- t_7 1 0. 0 1 0 lVIon§y,,Iq4pna ........ .. .. .. .. d&n-se-r-v" a-t-lo-n-E-ducation Theater .. . ... .. .. .. ... $44 - 0.00 $570.000p.._ 570. 00 Childress Memorial Garden$ 440 .00 570 c0 Camel $440M $570.00 bi a nt Ate t e r $ 44 0. 001 $ 5 7 0 .00 Tierra De Las Pampas Grasslands Exhibit Area $440.001 $57 0.00 Colors of the Amazon Aviary (Ibis / Whister 0 ks Amazons,-,--40gge� (screamers Howie $440,001 $570.00 Amar.zon Renta I Are" ....... .... .. .. ... . $440,00 $570.00 Zoo 0 ces 4--0-(--E-x --- -6-0- V4 �0, 70.00 m,o4,or--P--o-n-v-,),-,""",-'',--"---,--,---,----"--,----"",-,---"";: $444-0.00 $570.00 Playground$440.00 ..... .. ............. .. ..... .. .. ... .. $570.00 _-�p ign Out ost Interactive Corner ... .. .. .......... .. .. .. . . $440 00. ....... $570 .00 Fosaz Office $440.00, $440 00 $570.00 Train Rental Area$440.001 $570-00 repot Plaza 100 $570 00 Carousel -/ 'n' -o in' -'A -m- ...... . .. ........ $440.001 $570.00 f f d� hl�h'e-a' te'r $44(7 00 Crean Famllv Farm 440M j $570.00 Farm 44 $670.00 $440,001, 1570.00 Pat John's Classroom $440.00 $570.00 Rabbit Duck $440-001 $570.00 Goat / Sheep Yard $44000; $570-00 duoatinn Ic $440.00 $570.00 Fowl Exhibit $440.001 $570,00 Area ----------Picnic - r4d,-66` �r M Main Entrance - ---------- --- $570.00 "Am hitheater" Rental Area $440,001 $570,00 Overflow Pa.rkinq-. . . W_W $8--80-,00 $1,,010.00 dhst Avenue g i $570,00 First Aid .................. ---$440.00 __$220 00 i $350.0066 Restroons 3 , .0 0 $350,00 Gift Shop $660.00! $790.00 Information .... $220.001 $350.00 Telephones F. ............ $130M $220.00 $350,00 Refreshments(3) $1,580,00 Water Fou,n-t,ai-n-s,,-64,-,) $880.00 $1,010,00 Path of Travel $3,120.001 -- -------- $6,380.00 .. . ........ Total Feel $35,860.001 ------------ $42,490.00 44 CLR I )ANUARY6,2017 RFP Requirements: A, Lertificatlom APPENDIX ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS CITY OF SANTA ANA. REQUEST FOR PROPOSALS FOR SANTA ANA ZOO MAS'T'ER PLAN RFP NO.; 16-131 NONCOLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conferencewith anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Note: The above Non -collusion Affidavit is pact of the Proposal. Signing this Proposal on the signature portion thereof shall4ae�ct �cqp;tc ire of Non -collusion Affidavit. BIDDERS are cautioned that making a false certificationrt nalprosecution. Signed State of Pennsylvanl County of Philadelphia Subscribed and sworn to (or affirmed) before nip, on this S day of . anuar , 201-7 by Karen E. Marshall proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. Jeau,6 NOTARIAL SEAL Notary Public Signature Notary Public Seal KAREN E. MARSHALL, Noury Publk Cky of nty MY C,o MtStn4 plies APril 27, 2020 SAINTA 0A ZOO I MASTER PLAN 5 4 CLR J JANUARY b, 2417 APPENDIX ATTACHMENT 3-2 NON -LOBBYING CERTIFICATION CERTIFICATIONS CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR SANTA ANA ZOO MASTER PLAN RFP NO.: 16-131 The prospective participant certifies, by signing and submitting this bid or proposal, to the hest of his or her knowledge and belief, that: 1. No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in. connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement. 2. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence any officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with thisfederal contract, grant loan, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure, The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub recipients shall certify and disclose accordingly. Firm Sign( Title Date Laanuary 5, 2017 T SANTA ANA 200 I MA5TER PLAN 7 4 48 CLR 1 JANUARY 6,.2017 APPENDIX ATTACHMENT 3-3; NON-DISCRIMINATION CERTIFICATION CERTIFICATIONS CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR SANTA ANA ZOO MASTER PLAN RFP NO.: 16-131 The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin, The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause, 2, The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin, 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law, 7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, SANTA ANA TOQ I MASTER PLAN 4 regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the united States. S. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1.939, and as amended, No discrimination shall be made in. the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as pr "ded ` Section 142 d any consultant of public works violating this Section is subject to all the penalties " e for a ' latio the Chapter. Signed; Title: Principal Firm: CLR Design, Inc, Date: January 5, 2017 50 CLR I JANUARY 6. 2017 FEE SCHEDULE (OR) RATES AND CHANCES 10 D E S I G N February 24, 2017 ATURE LAUDSCAPE ARC "O(iW7f •E1-;lT Cot S1t.N ) ', .....3;xh€ wy r;!:I , ;lr !1;.r7 ; _. ,.tih,l a,o • g Y 1, I ¢: ! ,;of! „c! s -'a Mr. (Kent Yamaguchi Zoo Director and Master Pian Project Manager City of Santa Ana Parks, Recreation & Community Services Agency 20 Civic Center Plaza, 2nd Floor Santa Ana, CA 92701 Re: Revised Fee Proposal for the Santa Ana Zoo Strategic & Facilities Master Plan (RFP NO. 16-131) Fear Mr. Yamaguchi, Thank you, and the Selection Committee, for taking the time yesterday to discuss the Master Plan project scope and the particulars of our proposal. Attached you will find our amended Fee Proposal, per your request, as well as a list of Qualifications for the project. Please let me know if you have any questions or require additional information, We are grateful For this opportunity to work with you and the SAZ Learn on another exciting project. Sincerely, I& Gregg Leicester, ASLA Principal cc: Mr. Frank Arroyo, RFP Project Manager t Ali 50: 02 so I15 50.1 I ISJ i 8i3 chewlut street. su to ION a plEilafle+phla pa 1919" 3.291 lagu,a canyon road. suu•: c iaquna >acach ra 9d�i,Si D E S I G N 4�Cssi YEC Yu Rk I.114CSCn FE IA., 1"TKr..t . Exs;isi+' UE's FES PROPOSAL Revised Feb 24, 2017 CLR will carry -out the work described in our January 6, 2017 response to RFP NO: 16-131 fora Lump Sum Professional Fee of One Hundred Sixty -One Thousand Three Hundred Dollars ($161,300) as detailed in the Fee Breakdown chart below. Reimbursable expenses are in addition to the Professional Fee and represent the cost of travel (air/ground), long distance communication, reproduction (plotting, printing, digital imaging), retailing, etc. and are estimated (not an upset limit) to be Seventeen Thousand Three Hundred Fifty Dollars ($17,350). FEE BREAKDOWN Firm Prufesuonal FE". 4u OfFee CLR Design 5108,750 67.5'15 Master Pranning. Archirecrate. Landscape Architecrure Exhibit CDesryft Zoo Advisors $40,050 25wo strateg'c fivsinv5l Ptarwing KPFF 512,500 7.545 Utility 8nfrasrruclure Planning Total Fees $161,304 100010 CLR & Sub -consultant Expenses 57,450 Zoo Advisors Expenses 59,900 Total Fees A Expenses $178,650 QUALIFICATIONS Workplan Scope Modifications & Clarifications: CLR is currently working with the Santa Ana Zoo on the Giant River Otter Project, providing Full Design Services. As part of that effort under contract, we will provide site inventory & analysis of the existing Amazon's Edge exhibit area, as well as services for developing new concepts for this 1-1.5 acre zone within the heart of the campus. As part of this revised fee and scope proposal for the Facilities Master Plan, we have made a slight reduction to work hours associated with Tasks I - IV, as CLR will be providing analysis and design} services under the Otter Contract. further, running both projects concurrently will allow for better coordination of work products, and from a facilities and strategic planning standpoint, allow for seamless integration of concepts at both the project and overall campus level. 2 tin -Site Workshop Attendance,, CLR: (5) 2 -day workshops, 2 staff in attendance (See Proposed Schedule), ZA: (41 workshops/presentations including €21 2 -person trips and (21 1 -person trips KPFF: Asstrrning attendance at (3) half-day workshopslsite visits " As part of this revised fee and scope proposa', we are proposing to piggyback Otter and Master Plan workshops as much as feasible. to allow for a slight reduction in design c 21, ;64 075n s 2 1 i i-ia 115 _ 331 chaatnw ,,re -_t :u:ce 1000 • P1,0aldelphw Pa 0107 32951aguna c --y— road, suria t • I sguna Uea rh ;a 92051 team travel time, and better work flow efficiency during workshops. For example, a 2 -day workshop could include .5 days devoted to Giant Otter meetings, and 1.5 days devoted to the Master Nam, Although it may not be feasible to combine all 5 Master Planning/Otter workshops, we feel it is possible to join 2 or 3 based on the anticipated schedules for both projects. We have proposed a reduction to our tees and expenses accordingly. 3, As Tequasted during the 2/23/2017 1 meeting, we have removed CASA services from this proposal, That said, as professional Landscape Architects and Architects, we are trained (and required) to develop concepts that meet Current Acce5sibll4y Code, therefore, new projects including administration buildings, guest paths, visitor service buildings, staff buildings, and other amenities, will be developed at a conceptual level with ADA/Accessibility as a requirement that must be met, 4. Breakdown of Revised Fees for Strategic Planning Process Phases (see pg 25 of Qualifications Proposal): Phase I Discovery; $17,850 • Phase 11 Dreaming: $ 7,200 Phase IR Reality: $ 5,000 Phase IV Action: 5101000 Total $40,050 This revised proposal includes a 30% reduction in fees for Strategic Planning services, however, all services, as derailed on pg 25 of out Qualifications Proposal, are still included, with exception to the following: MarkezTrends Analysis omitted from Phase I • Community Input Sessions omitted frorn process if deemed necessary to the process, these services can beadded back in as an additional service. S. High-level Project Budgets, or "Statement of Probable Costs" (as noted in the RFP) are included in this proposal and will be provided by CLR. We/CLR are adept at providing Project Budgets for Master Plans that will allow for clear definition of assumed costs for each project, as well as an overall irnpl ementa tionipha sing approach. If however services from a Quantity Surveyor/Professional Cost Estimator an, desired, these services can be provided as an additional service This proposal does not include comprehen5lve Interpretive Manning services, If these services are desired, we woLjfd recommend making that selection with your team, We have worked with many of the main firms involved in the Zoo and Aquarium World throughout the US. Most are highly capable at this Master Pianning level, however they each have a slightly different approach and skill set, and we'd like to work with Santa Ana Zoo to select the firm that would fit best based on the specific services clesired. Upon request, these servsces can be submitted as an additional service, It is assumed that the Zoo will provi&,, a digital base plan of existing topographic information for the overall campus.Topoqraphic survey services are not Included in this Proposal, EXHIBIT C ADDITIONAL INSURED ENDORSEMENT FOR COMMERCIAL GENERAL LIABILITY POLICY Insurance Company This endorsement modifies such Insurance as is afforded by the provisions of Policy # relating to the following: 1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its officers, employees, agents, volunteers and representatives are named as additional insureds ("additional insureds") with regard to liability and defense of suits arising from the operations and uses performed by or on behalf of the named insured. 2. With respect to claims arising out of the operations and uses performed by or on behalf of the named insured, such insurance as is afforded by this policy is primary and is not additional to or contributing with any other insurance carried by or for the benefit of the additional insureds. 3. This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the company's limits of liability. The inclusion of any person or organization as an insured shall not affect any right which such person or organization would have as a claimant if not so included. 4. With respect to the additional insureds, this insurance shall not be cancelled, or materially reduced in coverage or limits except after thirty (30) days written notice has been given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701, (Completion of the following, including countersignature, is required to make this endorsement effective.) Effective , this endorsement form as a part of Policy # Issued to Named Insured Countersigned by Authorized Representative It CLRI]E-1 OP ID- LP 1 4C7"M" 1 CERTIFICATE OF LIABILITY INSURANCE DATE iMM1DDIYYYYi 0312412617 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE; DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder Is an ADDITIONAL INSURED, the policy(les) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder In lieu of such endorsement(s). PRODUCER 215-564-6976 CO_UANTACT __Paul LUCCI WortleylPoole Professronal,Ltd 1 Penn Center 1617 JFK Boulevard Suite 680 Philadelphia, PA 1903 Pau! J. Luccl PHONE 216-664-6970 FAX 215-664.6975 (AlC, No, Ex0; IAlC, No ; E-MAIL UGCI WOrtle ADD • p yp00 e.COm _INSURERISI AFFORDING COVERAGE NAIC # INSURER A: Charter Oak Fire Ins, Co. 25616 68D-2727LL060 INSURED CLRDesign Inc 833 Chestnut St., Suite 1000 Philadelphia, PA 19107 INSURER B;TraverersProperty Casualty Co 25674 INSURER C : Travelers Indemnity Co, 25658 INSURER D: Travelers Casualty and Surety 19038 MED EXP (Any oneperson) 10,000 INSURER E ; XL Specialty Insurance Company 37885 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR L TYPE OF INSURANCE ADDL D SUER WVD POLICYNUMBER POLICY EFF W) POLICY EXP (M 10 LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE 7 OCCUR X 68D-2727LL060 07111/2016 07111/2017 EACH OCCURRENCE $ 1,000,000 DAMAOETORENcErrence 1,060,000 MED EXP (Any oneperson) 10,000 PERSONAL & ADV INJURY $ 1,000,000 GEN'LAGGREGATE LIMITAPPLIES PER: POLICY JERO LOC GENERAL AGGREGATE $ $000,000 PRODUCTS - CCMPIOP AGG S 2,000,000 $ OTHER: B AUTOMOBILE LIABILITY Ea 11.11 ED 81NOLE LIMIT $ 1,000,000 RODILYiNJURY Perperson)$ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BA -27281_115A 0711112016 0711112017 '— BODiLYINJURY Per accident)$ PROPERTY AMAGE Per accident $ X H RED '( NON -OWNED A TDS DNLY AUTOS ONLY C UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 5,900,000 EXCESS LIAB CLAIMS -MADE CUP -6736Y412 0711112016 07!1112017 AGGREGATE $ 6,000,000 DED RETENTION$ $ D WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETORIPARTNERlEXECUTIVE OFFICE OV1 oryIn NH EXCLUDED? (Manda) If yes, describe under N I A UB73D2Y24A 07!1112016 0711112017 X PER OTH. STATllT ER E.L, $ 1,000,000 E.L. DISEASE - EA EMPLOYEE 1,000,000 DISEASE - POLICY LIMIT $ 1,000,000 DESCRIPTION OF OPERATIONS belowE.L. E Professional OPR9807064 0711112016 0711112017 Ea Claim 2,000,000 Liability Aggregate 2,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES [ACORD 101, Additional Remarks Schedule, may be attached if more apace is required) �� ° RE: Agreement # A-2016-377 SANTA -3 City of Santa Ana 20 Civic Center Plaza Santa Ana, CA 92702-1988 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE r./- ACORD 25 (2016103) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY, BLANKET ADDITIONAL INSURED (ARCHITECTS, ENGINEERS AND SURVEYORS) This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART A. The following is added to WHO IS AN INSURED (Section II): Any person or organization that you agree in a B. contract or agreement requiring insurance to in- clude as an additional insured on this Coverage Part, but only with respect to liability for "bodily in- jury", "property damage" or "personal injury" caused, in whole or in part, by your acts or ornis- sions or the acts or omissions of those acting on your behalf: a. In the performance of your ongoing opera- tions; b. In connection with premises owned by or rented to you; or c. In connection with "your work" and included within the "products -completed operations hazard". Such person or organization does not qualify as an additional insured for "bodily injury" "property damage" or "personal injury" for which that per- son or organization has assumed liability in a con- tract or agreement. The insurance provided to such additional insured is limited as follows: d. This insurance does not apply on any basis to any person or organization for which cover- C age as an additional insured specifically is added by another endorsement to this Cover- age Part. INSURANCE (Section 111) for this Coverage Part. The following Is added to Paragraph a. of 4. Other Insurance in COMMERCIAL GENERAL LIABILITY CONDITIONS (Section IV): However, if you specifically agree in a "contract or agreement requiring insurance" that the insurance provided to an additional insured under this Cov- erage Part must apply on a primary basis, or a primary and non-contributory basis, this insurance is primary to other insurance that is available to such additional insured which covers such addi- tional insured as a named insured, and we will not share with the other insurance, provided that: (1) The "bodily injury" or "property damage" for which coverage is sought occurs; and (2) The "personal injury" for which coverage is sought arises out of an offense committed; after you have entered into that "contract or agreement requiring insurance". But this insur- ance still is excess over valid and collectible other insurance, whether primary, excess, contingent or on any other basis, that is available to the insured when the insured is an additional insured under any other insurance. The following is added to Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us In COMMERCIAL GENERAL LIABILITY CON- DITIONS (Section IV): e. TNs insurance does not apply to the render- We waive any rights of recovery we may have ing of or failure to render any "professional against any person or organization because of services". �`�� payments w make for "bodily injury", "property f. The limits of insurance afforded to the aq damage" "personal injury" arising out of "your tional insured shall be the limits whiY yll ry�Xwor ' erformed by you, or on your behalf, under agreed in that "contract or agreemen quit- tract or agreement requiring insurance" with ing insurance to provide for that additiond)�-, t}son or organization. We waive these insured, or the limits shown in the Declara- CJJr' my where you have agreed to do so as tions for this Coverage Part, whichever ,,��� �a of the "contract or agreement requiring insur- less. This endorsement does not lncr e t ante" with such person or organization entered limits of insurance stated in the ITS Oy into by you before, and in effect when, the "bodily CG D3 81 09 07 O 2007 The Travelers Companlos, Inc. Page 1 of 2 COMMERCIAL GENERAL LIABILITY injury" or "property damage" occurs, or the "per- sonal Injury" offense is committed. D. The following definition is added to DEFINITIONS (Section V): "Contract or agreement requiring insurance" means that part of any contract or agreement un- der which you are required to include a person or organization as an additional insured on this Cov- erage Part, provided that the "bodily injury" and "property damage" occurs, and the "personal in- jury" is caused by an offense committed: a. After you have entered into that contract or agreement; b. While that part of the contract or agreement is in effect; and c. Before the End of the policy period. ea yen � .0 Page 2 of 2 O 2007 The Travelers Companies, Inc. CG U3 69 09 07 l--l..a..� 11. -..........,., L, 4...J --_1 ..F ntii. I— -Pi 14.. _. ............