HomeMy WebLinkAboutPLACEWORKS - 2017City of Santa A
Clerk of the Council
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AGREEMENT TERMINATION FORM
Please complete this form in its entirety when the attached agreement and all
amendments (if any) are no longer in effect.
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
COTC Office Use Only
Cl:'y of Santa Ana
t`.' 5 02 2u21
Clerk of the Coun--il
No. /�V was completed on 1 t and final payment has been made.
(List all amendments. Use space below if needed.) �t c��
Department: �1✓�J�- -P, A4yAtk '
Phone/Ext.: 5-as-IL (l
Signature: Llko'tOk� A AA --'A 0
Date: -7/aADLA
Revised: 10-18-16
ON Fltk
A-2017-218
Professional Liability Insurance
i required if contractor is or
employs a licensed professional
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AUG 2 9 2di 7REEMENT TO PROVIDE RECREATIONAL VALUE ASSESSMENT
TO CONVERT CITY PROPERTIES INTO RECREATIONAL USE SITES
5' 1 wu Cµd r'THIS AGREEMENT is made and entered into this P aceWorks, Inc..,h day of August,
t"t a California Corporation (hereinafter"Co "Consultant"), the City of Santa
Ana, a charter city and municipal corporation organized and existing under the Constitution and
laws of the State of California (hereinafter "City").
A. On May 18, 2017, the City issued Request for Proposal ("RFP") No. 17-062, by
which it sought proposals from qualified firms for recreational value assessment
in connection with land conversion of City properties of various types for the
purpose of converting available properties into recreational use sites.
B. Contractor submitted a responsive proposal that was selected by the City.
Contractor represents that it is able and willing to provide such services to the
City described in the attached scope of work that is attached to this Agreement
and identified as Exhibit A.
C. In undertaking the performance of this Agreement, Contractor represents that it is
knowledgeable in its field and that any services performed by Contractor under
this Agreement will be performed in compliance with such standards as may
reasonably be expected from a professional 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:
1. SCOPE OF SERVICES
Consultant shall perform recreational value assessment services as set forth in Exhibit A,
and incorporated by reference to this Agreement. Consultant's proposal is also incorporated by
reference as though fully set forth herein.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services„
the rates and charges identified in Exhibit B and incorporated by reference to this
Agreement. The total sum to be expended under this Agreement shall not exceed
$50,541 during the teen of this Agreement. This amount is comprised of (1) the
sum of $45,946 and (2) a 10% contingency of up to $4,595 for services as may be
performed by the Consultant at the sole discretion of the City.
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,
Page 1 of 10
standards of performance set forth in the Recitals which may reasonably be
expected by City.
3. TERM
This Agreement shall commence on August 16, 2017 and terminate on January 31, 2018
unless terminated earlier in accordance with Section 15, below.
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 medirurr 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:
a. Commercial General Liability Insurance. Consultant shall maintain commercial
general liability insurance naming the City, its officers, 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
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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. Such insurance shall (a) name the CITY, its officers, employees,
agents, volunteers and representatives as additional insured(s); (b) be primary
with respect to insurance or self-insurance programs maintained by the CITY; and
b. Business automobile liability insurance, or equivalent form, with a combined single
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 California 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.
C. 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 cancelled
or reduced in coverage or changed in any other material aspect, by
consultant, without thirty (30) days prior written notice to the City.
(iv) Consultant shall supply City with a fully executed additional insured
endorsement.
f. 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
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indemnify the City for any work performed prior to approval of insurance by the
City.
7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, consultants, special counsel, and representatives from liability: (1) for
personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of
from the negligent operations of the Consultant or its Consultants, subcontractors, agents,
employees, or other persons acting on their behalf which relates to the services described in
section 1 of this Agreement; and (2) from any claim that personal injury, damages, just
compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects
arising from this Agreement. This indemnity and hold harmless agreement applies to all claims
for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to
have been suffered, by reason of the events referred to in this Section or by reason of the terms
of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold
harmless, and pay all costs for the defense of the City, including fees and costs for special
counsel to be selected by the City, regarding any action by a third party challenging the validity
of this Agreement, or asserting that personal injury, damages, just compensation, restitution,
judicial or equitable relief due to personal or property rights arises by reason of the terms of, or
effects arising from this Agreement. City may make all reasonable decisions with respect to its
representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's
services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the
extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to
the negligence, recklessness, or willful misconduct of the Consultant.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indermrify 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.
J1 IN IKITN 17.y
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.
Page 4 of 10
10. CONFIDENTIALITY
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
�iricliide alliionpublic information. Confidential m onnation�meiudes 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 operation of law; or (e) is independently developed by the Consultant without
reference to information disclosed by the City.
11. 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.
12. NOTICE
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:
Executive Director — Gerardo Monet
Parks, Recreation and Community Services Agency
City of Santa Ana
20 Civic Center Plaza (M-23)
P.O. Box 1988
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and
Santa Ana, California 92702
Fax 714- 647-4211
City Attorney
City of Santa Ana
20 Civic Center Plaza (M-29)
P.O. Box 1988
Santa Ana, California 92702
To Consultant: P1aceWorks, Inc.
Attn: Isabelle Minn, Principal
3 MacArthur Place
Suite I100
Santa Ana, CA 92707
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 regarding the subject matter herein, and supersedes any and all other agreements, oral
or written, between the parties. In the event of a conflict between the terns 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 terns or conditions of any purchase order or other
instrument that are inconsistent with, or in addition to, the terns 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 perfonned by City personnel or by other consultants retained by City.
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15. 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
it -such =work product complefaa as=of such date;-an�lc Ym sueli 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.
Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
16. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, relation, 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 or in connection with any activities under this Agreement.
Consultant affirms that it is an equal opportunity employer and shall comply with all applicable
federal, state and local laws and regulations.
17. JURISDICTION - VENUE
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.
18. PROFESSIONAL LICENSES
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.
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19. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below 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.
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 CYNTHIA J. I
Clerk of the Council Interim City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By. n
Laura A. Rossini
Senior Assistant City Attorney
RECOMMENDED FOR APPROVAL: CONSULTANT
Gerardo Mouet. By: �(�i}h McCaxtn
Executive Director Title: CEO
Parks, Recreation and
Community Services Agency
Page 8 of 10
EXHIBIT A
SCOPE OF SERVICES
Page 9of10
Exhibit A - Consultant Agreement
with PlaceWorks, Inc.
Appendix
ATTACHMENT 1
SCOPE OF WORK
CITY OF SANTA ANA
REQUEST FOR PROPOSALS
RFP NO.: 17-062
-""� nTro uct on=an "- a6kgcoun�"=— " -"
The City of Santa Ana is seeking Recreational Value Assessment in connection with a land conversion of City
properties of various types for the purpose of converting available properties into recreational use sites.
The City currently licenses city property of 2.6 acres at Centennial Park to Santa Ana College. The deed
condition from the Department of the Interior indicates the property is to be used for recreational purposes. In
order for the College to continue using the site under a license a land conversion needs to be approved by the
National Park Service to remove the deed condition of the 2.6 acres and transfer it on to the three new vacant
sites totaling 2.89 acres. Part of the requirement is to complete a recreational value assessment of the three new
sites in comparison to the site at Centennial Park.
New Park Sites Include:
Site 1
710 E. 6n' Street, Santa Ana, CA 92701 (0.14 Acres)
714 E. 6a' Street, Santa Ana, CA 92701 (0.14 Acres)
720 E. 6a' Street, Santa Ana, CA 92701 (0.14 Acres)
Site 2
415 S. Raitt Street, Santa Ana, CA 92703 (0.45 Acres)
423 S. Raitt Street, Santa Ana, CA 92703 (0.64 Acres)
Site 3
1I28 S. Orange Avenue, Santa Ana, CA 92701 (0.24 Acres)
309 E. McFadden Avenue, Santa Ana, CA 92701 (0.17 Acres)
311 E. McFadden Avenue, Santa Ana, CA 92701 (0.18 Acres)
317 E. McFadden Avenue, Santa Ana, CA 92701 (0.27 Acres)
329 E. McFadden Avenue, Santa Ana, CA 92701 (0.19 Acres)
335 E. McFadden Avenue, Santa Ana, CA 92701 (0.33 Acres)
Total: 2.89 Acres
Site for change of use conversion:
2900 W. Edinger Avenue, Santa Ana, CA 92701(2.60 Acres
Description of Work
The Consultant shall provide technical services under the direction of the City staff.. The Consultant will be
expected to provide experienced and knowledgeable professional staff. The Consultant's Project Manager and
staff shall be responsive and maintain excellent working relationships with the project applicant, property
owners, developers and City staff. The Consultant shall be committed to provide adequate staffing levels at all
times in order to adhere to the established schedules. The Consultant shall be knowledgeable and very familiar
with the federal, state and local regulations, policies and procedures as they pertain to the services provided.
City of Santa Ana RFP 17-062
Page 10
Consultant services may include attendance at appropriate City Commission, City Council and neighborhood
meetings, preparation of studies and technical reports.
Consultant Responsibilities:
The selected firm shall perform all of the services necessary to prepare a Recreational Value Assessment and
shall deliver five copies and 1 electronic copy (USB Flash Drive or equivalent) of a written report for each site
Fee Proposal:
In addition, the fee schedule shall be structured to depict the hourly rates of each personnel category to be used on
the project. Personnel hourly rates shall reflect all costs for office overhead, including phones, cellular phones,
vehicles, mileage and other direct and indirect costs. This fee schedule shall reflect all anticipated fee increases.
Additionally the Fee Proposal shall include a Not -To -Exceed amount.
Additional Information
Aerial view of Centennial Park and concept plan of sites 1, 2, and 3 included on the following pages.
City of Santa Ana RFP 17-062
Page 11
6th f Lacy Park
I
RAITT / MYRTLE P.
CITY OF SANTA ANA
APPENDIX
ATTACHMENT 3-6t TEAM EXPERIENCE
CITY OF SANTA ANA
REQUEST FOR PROPOSALS
RFP N0.: 17-062
-Proposal sball include a profile of the firm's experience. Include resumes of project team/sub-contractors that
outline their technical and design exporience. This should include the project: manager/principal agent,
assoctates iif -charge WEE6 project managei7princlpa -agent is—unava lab e'1 -may-persomiel,-firm size and aai
organization chart identifying only those who will perform work for the proposed project and the percentage of
each individual's time devoted to this project.
Include this page as a cover for your response to this section.
City of Santa Ana UP 17-062
PROPOSAL FOR SERVICES I PIACEWORKS 11
TEAM ORGANIZATION
` ISABELLE MINN, AS.AAHDAP
Principal
Role: Principal -In -Charge
C- C LAGRANGE, AS A
Senlor Associate
EMILY KIEBER
Associate
RGBERT MAZUR k JESSICASETIAWAN
GIS Manager {!j Project Planner
Role: GIS Manager Role: WSAsststant
TEAM MEMBER BIOGRAPHIES
AND TIME COMMITMENT
Fallowing Is a brief overview of our proposed staff as well as their time
commitments to the project. Full resumes for each follow.
ISABELLE MINN, ASIA, LEEO AP I Principal Time Commitment:l0%
Role: Principal -in -Charge
Isabelle has nearly 15 years of experience in community -based design and
planning. Her work has focused on landscape architecture and urban design,
with an emphasis on the protection of open space and natural resources, as well
as improving and greening our urban areas. She has managed a wide range of
projects, from large, open space master plans to urban forestry plans and site
planning and design, She has managed manytrail planning and design projects,
from large-scale trail master plans to construction documents, and she is an
expert on the development of urban greening projects, including the planning,
design, and development of urban agricultural facilities and community gardens.
C.C. LAGRANGE, AsLA I Associate Time Commitment: 15 %
Role; Project Manager
C.C.'s passion for creating well -crafted public spaces extends from the comprehensive
planning of new communities down to the smallestdetalls of construction materials,
giving her projects a deep level of cohesiveness. She has successfully worked with
a variety of public agencies, from small cities to large regulatory bodies. She was
project manager for the award -winning Los Angeles County Comprehensive Parks
and Recreation Needs Assessment, which collected and analyzed parks data from
188 study areas to determine and document park needs across the county. This work
supported the passage of a countywide parks funding measure in 2016, and C.C. is
currently assistingwith the implementation. Other recent work includes the Santa Ana
River Parkway and Open Space Plan to create the vision fora mile -wide parkway along
the length of Ute river, and the design and construction of several community parks.
P.Itachmen? 3.6: Tearn Experience
PROPOSAL FOR SERVICES I PLACEWORKS 13
Attachment 3-6: Teem Exfaerience
EMILY KIEFER j Associate Time Commitment: 30
Role: Assistant Project Manager
Emily is a parks and recreation planner and landscape designerwith 10 years of
experience. Herfocus is on public parks and park systems, including planning at
the system scale and designing and preparing construction documents at the
she understands systemwide issues of constructability and maintainability, she
creates functional, visually inspiring landscapes that are low maintenance and
sustainable.
Robert Mazur I GIS Manager Time Commitment:10
Role; GIS Manager
Rob has extensive experience creating maps and datasets for a range of
planning projects. Fie specializes in all facets of geodatabase development, data
management, web GIS, and spatial and tabular analyses for improved decision -
making, Information retrieval, and cartography.
Jessica Setlawan ( Project Planner Time Commitment;10 %
Role: GIS Assistant
Jessica specializes In complex projects Involving GIS analysis, data analysis, and
comprehensive planning. She recently served as key staff on the Los Angeles
County Parks Needs Assessment which Included a detailed analysis of 188
individual study areas across the county.
14 CITY OF SANTA ANA RPP NO. 17-062 1 RECREATIONAL VALUE ASSESSMENT
-----_---Isabelle-ha a- nearly 95-years-afexper'rence_in-commranity--based-design-andplanningr--EDU"G--
TjdN_-._�
Her work has focused on landscape architecture and urban design, with an emphasis
on the protection of open space and natural resources, as well as improving and
» MS, Resource Ecology and
greening our urban areas. She has managed a wide range of projects, from large,
Management, University of
open space master plans to urban forestry plans and site planning and design. She
Michigan, Ann Arbor
is recognized For her skills in project management, Including strategic thinking about
» Master of Landscape Architecture,
processes, adherence to schedules and budgets, a commitment to high -quality
University of Michigan, Ann Arbor
graphic and written products, and a high level of responsiveness to clients.
» BS, Environmental and Resource
Isabelle oversees projects that Involve numerous forms of open space and Include
Science, University of California,
aspects of creating or restoring parks and open space amenities, from planning to
Davis
developing design documents. She strives to create a balance between protecting
resources and Increasing public access to open space. Isabelle has developed multi-
REGISTRATIONS
disciplinary studies addressing physical, biological, cultural, and policy Issues that
» California Licensed Landscape
affect watersheds. She has also managed many trail planning and design projects,
Architect No. 5248
from large-scale trail Master Plans to construction documents, and she is an expert
on the developmentof urban greening projects, Including the planning, design, and
CERTIFICATIONS
development of urban. agricultural facilities and community gardens.
» Leadership in Energy and
HIGHLIGHTS OF EXPERIENCE
F,nviron mental Design Accredited
Professional
PARKS AND CIVIC LANDSCAPES
» Master Plan for Sustainable Parks and Recreation, LA County CA
AFFILIATIONS
» Saratoga quarry Park Master Plan, Saratoga CA
» American Society of Landscape
» Martial Cottle Park Master Plan, San Jose CA
Architects
» Trancas Crossing Park and Napa River Trail, Napa CA
» California Urban Forests Council,
» Gold Bug Park Improvement Project, Placerville CA
Board Member
STREETSCAPE IMPROVEMENTS
» Bay Area Trails Collaborative,
» Santa Rosa Avenue Corridor Plan, Santa Rosa CA
Member
» Foothill Boulevard Streetscape Design Project, Oakland CA
n Bay Clarke-Weeks-PulgasAvenue Conceptual Plan, East Palo Alto CA
Team member since 2001
» North Broadway Neighborhood Plan, Bay Point CA
OPEN SPACE ANDTRAILS
» San Vicente Redwoods Public Access Plan, Santa Cruz County CA
» Supeivisorial District S Trails Assessment and GlS Mapping, LA County CA
» Cloverdale Ranches Alternatives Planning, Pescadero CA
» La Honda Creek Open Space Preserve Master Plan, La Honda CA
• Laguna de Santa Rosa Protected Lands Trail Plan, Sonoma County CA
» Wavecrest Concept Plan, Half Moon Bay CA
n Mori Point Trail Planning and Design, Pacifica CA
URBAN AGRICULTURE AND URBAN FORESTRY
» Salinas Urban Greening Plan, Salinas CA
» Orovllle Urban Area Master Greening Plan, OroviGe CA
a Urban farm and Garden Master Plan, Alameda CA
» El Monte Urban and Community Forestry Management Plan, El Monte CA
n Agricultural Park Consulting Services, Davis CA
» Urban Farm Design Services, Treasure Island, San Francisco CA
HABITAT RESTORATION AND RESOURCE PLANNING
» Benicia Urban Waterfront Enhancement and Master Plan, Benicia CA
a Lake Merritt Bird Island Enhancements, Oaldand CA
n Comanche Creel( Vegetation Management Plan, Chico CA
-- ISABELLE-MINN -- ,)-Creek Permit .for -Embarcadero Bridge over Lake Merritt. Channel, Oakland CA -- -
Principal n Trancas Crossing Park and Napa River Trail, Napa CA
iminn@placeworks.com » greener Marsh Restoration EIR, Richmond CA
» Lower Peninsula, West Valley, and Guadalupe Watershed Stewardship Plans,
Santa Clara County CA
» St. John's Church Creek Study, Oakland CA
a Windsor Gateway Greek Restoration and Permitting, Windsor CA
SITE PLANNING AND DESIGN
a Benicia Waterfront Restoration Plan, Benicia CA
n San Leandro Boulevard-BART Pedestrian Interface Plan, San Leandro CA
a Bay Clarl(e,Weel s-Pulgas Conceptual Plan, East Palo Alto CA
n North Redwood Boulevard Planning Study, Novato CA
n Southwest Chico Neighborhood Plan, Chico CA
n Sonoma Plaza Pedestrian Corridor and Land Use Study, Sonoma CA
Bolinas Lagoon Preserve Conceptual Site Plan, 6ollnas CA
» North Broadway Neighborhood Plan, Bay Point CA
» Riverbank Ammunition Plant Specific Plan and EIR, Riverbank CA
» Windsor Gateway Mixed -Use Development Project, Windsor CA
PUBLIC PARTICIPATION AND COMMUNITY -BASED PLANNING
n Ozone Working Group Meeting Facilitation, San Francisco Bay Are@ CA
n Livermore Vision Project, Livermore CA
n SMART Community Outreach Project, Sonoma and Marin Counties CA
a Mayfair Neighborhood Improvement Plan, San Jose CA
» Truckee General Plan and EIR, Truckee CA
n Napa County Community -Based Transportation Plan, Napa County CA
n Ravenswood/Four Corners Specific Plan and EIR, East Palo Alto CA
SUSTAINABLE PLANNING AND DESIGN
+, StormwaterHand book Planting Guidelines, Ala medaCountyCA
n Rooftop Resources Assessrnent,Oakland CA
PUBLICATIONS
n °Stream Restoration and Channel Daylighting" (co-author), In Landscape Architecture
Gra phic Standards, Lit ad., Leonard J. Hopper (ed.), John Wiley & Sons, 2006
SPEAKING ENGAGEMENTS
» "Maximizing the Benefits of Urba n G reening", 2010 ARA Callforn is Cha Ater
Conference, Carlsbad CA
» "Barks as Resource Management Tools", 2009 APA California Chapter Conference,
Sq uaw Val I cry CA
AWARDS
» Martial Cottle Park, San lose CA
» Callfnrnla Chapter APA Award of Excellence, innovation in Green Community
Planning Award, 2011
n Northern Section, Callfornia APA, Innovation in Green Community Planning
16 Award,2011
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ED.UCATLO.N------ .�____.___..__ ._ _._._. ..
__----planningofnew ccmmunIVasdawntoth0$MaIlest detail sofconstruction materiaIs,
giving her projects a deep level of cohesiveness, She has successfully worked with
» Master of Landscape Architecture,
a variety of public agencies, from small cities to large regulatory bodies. She was
Cal Poly Pomona
project manager for'the award -winning Los Angeles County Comprehensive Parks
u BA, Biology, Grinnell College, Grinnell,
and Recreation Needs Assessment, which collected and analyzed parks data from
Iowa
188studyareas to determine and document park needs acrossthe county. This work
supported the passage of a countywide parks funding measure In 2016, and C.C. Is
REGISTRATIONS
currently assisting the county with implementation of this measure. Other recent
» California Licensed Landscape
work includes the Santa Ana River Parkway and Open Space Plan, which will create
Architect No. 6041
the vision for a mile -wide parkway along the length of the river, and the design and
construction of several community parks in a master planned community in Madera
AFFILIATIONS
County.
HIGHLIGHTS OF EXPERIENCE
» Santa Ana River Parkway and Open Space Plan I San Bernardino, Riverside, and
Orange counties CA
» Community park design and construction documents, Tesoro Viejo Master
Planned Community I Madera County CA
» Los Angeles Countywide Park Needs Assessment I Los Angeles County CA
» Los Angeles County Master Plan for Sustainable Parks I Los Angeles County CA
» Measure A Implementation I Los Angeles County CA
PRIOR EXPERIENCE
» Orange County Great Park I Irvine CA
n Adventure Playground I Irvine CA
u Quail Hill Community Center I Irvine CA
» Villas at Playa Vista Apartment Homes I Los Angeles CA
SPEAKING ENGAGEMENTS
» "Mapping, Metrics, and Outreach: Assessing Park Need in America's Most
Populous County' 12016 APACA State Conference I Pasadena, CA
AWARDS
u 2D16 Marketing and Communications Award of Excellence, California Parks and
Recreation Society I Los Angeles County Comprehensive Parks and Recreation
Needs Assessment
American Society of Landscape
Architects
Team member since 2015
___....._.._._........._..,_._.Emily-Kiefer�is_a.par.lcsand.recreati,on..planner_and.landscapedesigner_wtth„7.Q.yeacs._.__EQ.t IG.ATI,ON,.�.,,._.,...._ ,...._..�..._....�..,�._.,_..�.
-- -- of experience. Her focusison public parks and -park -systems Including planning at
x Master of Lanscape Architecture
the system scale and designing and preparing construction documents at the site
California State Polytechnic
scale. Emily has a wide breadth of experience with public parks, and because she
University, Pomona
understands systemwide Issues of constructability and maintainability, she creates
functional, visually Inspiring landscapes that are low maintenance and sustainable.
x BS, Environmental Science
She has also worked at the residential scale, providing landscape design and
Chapman University, Orange,
preparation of construction documents for a wide variety of residential projects
California
throughout Orange County.
Before working In landscape design, Emily was a wetlands researcher with the CERTIFICATIONS
Southern California Coastal Water Research Project, where she studied the effects » Certified Playground Safety Inspector
of urban runoff in coastal wetlands. She also gained valuable experience working for
the Bureau of Land Management, conducting environmental outreach and restoring Team member Since 7_D17
native plant communities.
PRIOR EXPERIENCE
MASTER PLANNING
x Anaheim Urban Greening and Connectivity Plan I Anaheim CA
x Irvine Parks and Recreation Master Plan I Irvine CA
» Madera County Parks and Recreation Needs Assessment I Madera CA
x Rosemead Parks and Recreation Master Plan I Rosemead CA
x Le Palma Parks and. Recreation Master Plan I La Palma CA
» Desert Hot Springs Parks and Recreation Master Plan I Desert Hot Springs CA
» Crown Valley Community Park Needs Assessment I Laguna Niguel CA
» Tehachapi Parks and Recreation Master Plan I Tehachapi CA
x Wasco Urban Greening, Parks and Open Space Master Plan I Wasoo CA
PARK DESIGN
x Bakersfield Mesa Mario Sports Complex, Phase I and Phase II Bakersfield CA
x Veterans Sports Park at Tustin Legacy I Tustin CA
» Pine Avenue Streetscape Improvements I Long Beach CA
» Westlake Village Community Park I Westlake Village CA
x La Palma Central Park I La Palma CA
» Indio Central Park I Indio CA
» Compton Creek Park I Compton CA
» Alondra Community Regional Park I Lawndale CA
» el Monte Gateway Park 111 Monte CA
» Paramount Dills Park I Paramount CA
x California State University Fullerton, Student Recreation Center I Fullerton CA
AWARDS
x 2008 Analysis and Planting HonorAward, ASLA 1 "Kids at the Creek: Planting the
Seeds of Stewardship in Chollas Creek"
CDPLA 4w.aRA' S 19
projects He specializesir all Facets ofgeodatabasedevelopment,datamanagement,
n BA, Geography, EdlnboroUnversity,
BAro,PA
webGIS, andspatial and tabular analyses for improved decision -making, Information
retrieval, and cartography. His experience in a wide variety of planning projects,
coupled with his expertise in GIS and field data collection, make him a key asset
to any team. Rob excels at quantitative and spatial analysis, including buildout
CERTIFICATIONS
calculations, walkabi(ity,. community health modeling, cartography, and land use
» GIS Professional
scenario modeling. He works directly with clients and staff to develop effective,
efficient, and informative GIs processes.
AFFILIATIONS
n Bay Area Automated Mapping
HIGHLIGHTS OF EXPERIENCE
Association
a Los Angeles County S05 Trails, Los Angeles CA
Los Angeles County Sustainable Parks Master Plan, Los Angeles CA
Team member since 2011
a Los Angeles Comprehensive Countywide Park Needs Assessment, Los Angeles CA
n Vallejo Integrated Revitalization Program and Comprehensive General Plan
''. Update, Vallejo CA
a First CA, Montclair WeCam, Montclair CA
'.., a San Carlos GIS, San Carlos CA
o Morgan Hill 2035 General Plan, Morgan Hill CA
a Menlo Park Housing Element EA, Menlo Park CA
o Upland General Plan Update and EIR, Upland CA
v Vacaville General Plan Update, Climate Action Plan, and EIR, Vacaville CA
n Butte County General Plan Update and EIR, Butte County CA
U Healthy High Desert, San Bernardino CA
n Santa Cruz TOD, Santa Cruz CA
n Walnut Creek B.ART Transit Village Plan EIR, Walnut Creek CA
PRIOR EXPERIENCE
v FEMA Digital Flood Insurance Rate Map Production, FEMA Region IX
n Sidewalk Inventory Project, Oakland CA
u Sidewalk Inventory Project Seminar, Oakland CA
n Worldwide Defense Mappingforthe National Imagery Mapping Association
Curb Ramp Inventory, Oakland CA
» True Green Land Care, San Jose CA
SPEAKING ENGAGEMENTS
n "Los Angeles Cop ny Trails Assessment", 2015 Greater and Greener Conference,
San Francisco CA
» "Oakland Citywide Sidewalk Condition/ADA Inventory", 2006 ESRI International
User Conference, San Diego CA
...
comprehensive planning she has slgnlficant ezperiencn ditducttng envlronmental
» 8A University of California San Diego,
spatial analyses with an emphasis In forest conservation and preservation, as well
20i1
as urban greening. Jessica Is recognized for her strong analytical skills and ability to
evaluate large data sets and conduct sophisticated spatial analysis with an emphasis
» Master of Urban and Regional
In raster analysis. She is also known for creating high -quality graphics that display
Planning, San Jose State University,
both numerical and spatial data analysis results.
2013
Jessica recently served as key staff on the Los Angeles County Parks NeedsAssessment Team member since2015
for Los Angeles County, which included a detailed analysis of 188 individual study
areas across the County.
HIGHLIGHTS OF EXPERIENCE
G IS/SPATIAL ANALYSIS
» Los Angeles County Park Needs Assessment, Los Angeles County CA
» Stockton General Plan Update, Stockton CA
» Vallejo General Plan Update, Vallejo CA
» Propel Vallejo EIR, Vallejo CA
» San Leandro General Plan Update, San Leandro CA
» Menlo Park General Plan Update, Menlo Park CA
» Los Angeles County Trails Assessment, Los Angeles County CA
PLANNING
» AMBAG sustainable Communities. Monterey Bay CA
» Los Angeles County Park Needs Assessment, Los Angeles County CA
PRIOR EXPERIENCE
EARTH INNOVATION INSTITUTE, RESEARCH ASSISTANT,
2014.2015
Researched and analyzed land use laws in Brazil to conduct a property -level
compliance analysis of the Brazil Forest Code.
Helped create and manage a public online monitoring platform that displays
deforestation, agricultural production, and greenhouse gas emissions activity of local
Brazilian Jurisdictions.
CITY OF SAN JOSE ENVIRONMENTAL SERVICES, AIR COMPLIANCE
INTERN, 2012-2013
Prepared permits for the Title V Program, engines, and fleet of the San lose/Santa
Clara Water Pollution Control Plant.
Conducted an internal audit to ensure compliance of divisions and equipment to
ensure a successful Third Party Greenhouse Gas Verification Audit.
JESSICA-SETIAWAN
Project Planner
jsetiawan@placeworks.com
24
SIERRA CLUB LOMA PRIETA CHAPTER, SUSTAINABLE LAND USE
INTERN,2012
Facilitated meetings for San lose environmental community group, wrote op-eds and
letters to Cib/Council nn solutions forsustainable land use.
TIJUANA RIVER NATIONAL ESTUARINE RESEARCH RESERVE,
WATERSHED INTERN, 2010-2011
Evaluated the imple mentabl li ty of SB 167, tracked the flow of waste tires for Tijua na
- to San Diego, and created an Inventory OFwaste -bras -that traveled across -the -border. ---- ---
APPENDIX
ATTACHMENT 3-8: UNDERSTANDING OF NEED
CITY OF SANTA ANA
REQUEST FOR PROPOSALS
RFP NO.: 17-062
-Proposal shall include an outline which demonstrates the firm understands the scope of work. This outline
should include anticipated approach, tasks necessary for successful completion, and suestions or special
concerns- at -the- Ltv s oul -lie-made aware —-
Include this page as a cover for your response to this section,
City of Santa Ana RFP 17-062
PROPOSAL FOR SERVICES I PLACEWORRS 35
Aftarhrrient 3-8: Understanding of Need
PROJECT UNDERSTANDING
The City of Santa Ana leased approximately 2.6 acres within Centennial Park to
the Rancho Santiago Community College District (RSCCD) for the purpose of
building and operating a Career Education Center consistent with the park deed
�.,__._____--._...�.�....._ ..._-__..-.._...... ._._.__-__._.._-_.._.-.__restrictions-•The-original-F30-year agreement-expired,-and-because-RSCCD-did--------------_
_. -- t -- - - - -- -e -_. — -- ----- ---- --
notfully satisfy its duties under the agreement, the Nat9onal Park Service (NPS),
agreed to extend the agreement for only 5 years. In order for the College to
continue using the site in the future, a land conversion must be approved by the
NPS to remove the deed condition of the 2.6 acres a nd transfer it to three vacant
new park sites totaling 2.89 acres. The City is seeking the assistance of a qualified
consulting firm to prepare a recreational value assessment of the three new sites
In comparison to the site at Centennial Park.
BACKGROUND AND APPROACH
PlaceWorks has the unique experience of working with the City of Santa Ana on
the previous Recreational Value Report for the Centennial Park land conversion
request submitted in 2012.Our background and knowledge in this process allows
us to work both more efficiently and more effectively in preparing a thorough
and thoughtful report. Our approach includes the following specific components.
HOLISTICTEAM MANAGEMENT
The PlaceWorks team will work with City staff to assure that the project process
is clearly understood and inclusive. The projectwili begin with a kick-off meeting
to discuss the scope of services and define the implementation process.
PlaceWorks will facilitate ongoing communication with City staff throughout the
project to make sure that all questions are answered and that deliverables are
received on schedule. An organized site visit will give City staff an opportunity
to discuss any significant design details and/or planning discussions relevant to
the project. The PlaceWorks team will prepare and distribute meeting notes to
document any Important Issues that arise during the project.
COMPREHENSIVE INVENTORY AND ASSESSMENT TOOLS
PlaceWorks proposes to lead the inventory and assessment process by
performing a thorough site analysis at each site. The team will utilize GIS analysis
tools to provide a vivid illustration of existing levels of service, with consideration
of demographic, socioeconomic, and other metrics, to determine if the proposed
park sites offer equal or greater recreational value. The team will look closely at
programming opportunities for each site. Utilizing current planning documents
and outreach findings, the team will assessthe recreational needs in surrounding
communities. The gathered information will be used to analyze the conceptual
plans for the proposed park sites and the potential park programming at the
Centennial Park site.
FINAL PRODUCT
The PlaceWorks team will then draft a clear, comprehensive report that distills
the analysis and presents a conclusion of the comparative recreational value
for the Centennial Park site and the three proposed replacement properties.
Our team prides itself on synthesizing multifaceted analyses into clear concise
graphic elements that capture the content of the materials.
36 CITY OF SANTA ANA RFP NO. 17-062 1 RECREATIONAL VALUE ASSESSMENT
Attachment 3-8: Understanding of Need
SUGGESTIONS/SPECIAL CONCERNS
d Has there been completion of supporting documents such as CEQA, NEPA and
site appraisals and are these readily available to the selected consultant?
n Is there a reason whythe previous land conversion request was not accepted?
n Have NPS requirements changed since the last submittal?
PROPOSAL FOR SERVICES I PLACEWORKS 37
APPENDIX
ATTACHMENT 3-9: TIMELEXESCHEDULE
CLTY OF SANTA ANA
REQUEST FOR PROPOSALS
RFP NO.:17-062
-Proposat shall include a Scope of Services mid Schedule which details the work phases to he completed, the
tasks to be accomplished. the deliverables to be nrovided. and the schedule / timeline to comnlete the nrnier_t
D
Im
Include this page as a cover for your response to this section,
City of Santa Ana RFP 17-062
PROPOSAL FOR SERVICES i PLACEWORKS 39
Altachmen[ 3-9:'i'imelinre/Schedule
SCOPE OF WORK
PlaceWorks will conduct a Recreational Value Assessment comparing the three
proposed park sites (6th Street, Raitt Street, and Orange/McFadden Ave.) to the
Centennial Park site. The following describes the proposed scope of services to
.-----�-—.-...-...-----.—.-- - ------_—.---.---becompleted-by-the-Waeeyvorks-teaorwforEhoAssassmont--------_-..---m-�---.-----
TASK 1. PROJECT INITIATION AND DATA COLLECTION
Task id Kick-off Meeting
The PlaceWorks team will conduct a kick-off meeting with the Project Manager
from the City and any other key staff. The goal of the initial meeting will be to
review the project objectives, timeline, and schedule and to refine or make any
needed changes to our scope.
Assumptions;
City staff will arrange meeting location, time, and date, and Invite
meeting attendees.
Deliverable(s):
- Kick-off Meeting Agenda, Meeting Materials, and Summary Meeting Notes
Task 1.2 Site Visit
The PlaceWorks team will tour the Centennial Park site and proposed park sites
accompanied by a City staff representative. This will provide an opportunity to
ensure proposed design elements are understood prior to analyzing the park
sites. City staff will provide' information on the development of the proposed
park sites, including conceptual designs, environmental documents, planning
documents, and public participation. The site visit will Ideally be scheduled
immediately following the kick-off meeting.
Assumptions:
- City will provide a tour of proposed park sites. City will provide project
background information.
Task 1.3 Preliminary Consultation with National Park Service
PlaceWorks will have a preliminary conversation with the National Park Service
(NPS) to discuss the project and confirm assessment needs for their review.
Should additional analysis or documentation be needed beyond what has been
souped, PlaceWorks will discuss these changes with City staff.
Assumptions.
- city staff will provide NPS contact information.
Deliverabte(s):
- Summary Discussion Notes
Task 1.4 Ongoing Meetings and Project Management
PlaceWorks will provide ongoing projectmanagementto ensure an efficient process
that meets all schedule requirements. PlaceWorks will conduct periodic meetings
or conference calls with City staff to discuss project status and key deliverables.
This will include up to two in -person meetings wFth Clty staffto review deliverables,
as well as bi-weekly conference calls to provide updates on project status.
Deliverable(s):
- 2 Meeting Agendas and Summaries, and Phone Call Action Item Emails
40 CITY OF SANTA ANA RFP NO. 17.062 1 RECREATIONAL VALUE ASSESSMENT
AtfaChrne>rd 3-9:'fime:line/Sc:hsadulc>
TASK 2, PARK AND PROGRAM ANALYSIS
Task 2.1 Site Analysis and Mapping
Place Works will review existing base maps for the proposed park sites and
Centennial Park to evaluate site opportunities and constraints. Issues such as
--_—"safetV-utilit_ tnts-of-cannectitan; drainage palter s aTd_i7f_r strq'cYuCe wrll
-- 9— — ..._....._..-..__ ...-_ w
be evaluated. The site analysis will also look at circulation patterns, adjacent
properties, existing vegetation, and views to and from the site.
PlaceWorks will utilize demographic, socioeconomic, and spatial analysis toolsto
determine if the proposed park sites offera n equal or greater level of recreational
value based on population needs. The analysis for each of the proposed park
sites and the Centennial Park site will Include the number of residents within a
quarter mile and a half mile of each site (analyzed using a walkable network);
the number of park acres per 1,000 residents in each sites service area; and an
analysis of the population in each site's service area, which may include and is
not limited to race/ethnicity, age, income/poverty levels, access to a vehicle, and
education level. This information will be summarized in a memo and up to three
maps per parksite.
Assumptions:
- City staff will provide any available Gil data and/or physical
property maps. City staff will print any necessary hard copies of the
memorandum and maps. City Staff will provide one set of consolidated,
nonconflicting comments.
Deliverable(s);
- Site Analysis Memorandum in PDF format
Task 2.2 Program Analysis
Place\Norks will utilize the City of Santa Ana General Plan, the Youth & Family
Master Plan Assessment Phase I, and current outreach findings to assess the
recreational needs in the surrounding communities. The team will gather and
review the most current population data from the US Census, SLAG, City Planning
Department, and State Finance Department to identify changing demographic
trends thatwill impact local park and recreation planning. Additionally, the team
will research recreation patterns and trend Information through resources such
as American Demographics, Institute of the Future, California Park & Recreation
Society (CPRS), National Recreation and Park Association (NRPA), 201S California
Department of Park and Recreation Statewide Comprehensive Outdoor
Recreation Plan (SCORP), the CPRS Action Plan, Outdoor Industry Association
Surveys, California Arts Council and others to Identify changing recreation
patterns that are pertinent to program needs for the park site. The gathered
information will be used to analyze the conceptual plans for the proposed park
sites and the potential park programming at the Centennial Park site.
Assumptions:
- City staff will print any necessary hard copies of the memo. City staff will
provide one set of consolidated, nonconflicting comments.
Deliverable($)'
-- Program Analysis Memorandum in PDF format
PROPOSAL FOR SliRVICES I PLACEWORKS 41
Attachment 3-9: Tlrnellrle/$Checdule
tfFlWIVti4Zin1P-i41519AW4iri1
Task 3.1 Draft Report
PlaceWorks will prepare a draft Recreational Value Assessment Report
incorporating the research, site analysis, and program findings. The report will
Centennial Parksite and the three proposed replacement properties.
Assumptions:
— City staff will print any necessary hard copies of the Draft Report. City
staff will provide one set of consolidated, noncontticting comments.
Peliverobte(s):
— Draft Report in PDF format
Task 3.2 Final Report
Based on City staff comments, PlaceWorks will create the final Recreational Value
Assessment Report. PlaceWorks will deliverfive paper copies and one electronic
copy of the reportto the City Project Manager, The final report, along with other
requirements, will be submitted to the National Park Service by the City.
Assumptions:
— The final report will be submitted to the NPS by the City. The City has/
will contract with others to fulfill the other requirements for the land
exchange request (appraisals, environmental assessments, and title
histories).
oeliverabie(s):
- Shard copies and 1 electronic copy of the Final Report
ASSUMPTIONS
PlaceWorks assumes that the City of Santa Ana has completed all required
environmental workon the proposed sites, Including CEQAa nd NEPA. PlaceWorks
assumes that these reports are available to the selected consultantfor use during
the preparation of the Recreational Value Assessment. If this assumption is not
correct, we are happy to modify this scope of workto include these services.
PlaceWorks also assumes that the City of Santa Ana has completed any needed
economic analyses, including site appraisals, and that this information will
be available to the selected consultant for use during the preparation of the
Recreational Value Assessment, if this assumption is not correct, PlaceWorks can
modify this scope of work to include these services.
42 CITY OF SANTA ANA RFF NO.1J-062 1 RECREATIONAL VALUE ASSESSMENT
Atkichmeini 1'Irneline/Sr,.hedule
SCHEDULE
PlaceWorks' proposed schedule for completion of the Recreational Value
Assessment Is shown below. We anticipate that the project can be completed In
three months. We belleve this schedule is In keeping with your needs, but we are
Santa Ana Recreational Value Assessment
MONTH 1
MONTH 2
MONTHS_
....................r..........,._..,.......................
Ol 02 ! 03 04
OS i 02 03 04
_
.. ...
Oi (02 03 04
1.0 PROJECT INITIATION AND DATA COLLECTION
M
■■■■
n
9onsultatlon
1
Pulp.^�e
Ongoing
G
r,iq!
°'+it, i,
2.0 PARK AND PROGRAM ANALYSIS
2,1 Site Analysis and Mapping
2.2 Program Analysis
3.0 REPORT DEVELOPMENT
3.1 DraR Report __
3.2 1 Final Report
d Meeting [_] Delvemble ❑ Draft Produci ■ final Product
PROPOSAL FOR SERVICES I PLACEWORKS 43
EXHIBIT B
FEE SCHEDULE (OR) RATES AND CHARGES
Page 10 of 10
Exhibit B - Consultant Agreement
with PlaceWorks, Inc.
APPENDIX
ATTACHMENT 3-10. FEE
CITY OF SANTA ANA
REQUEST FOR PROPOSALS
RFP NO.:17-062
-Proposal shall include a detailed fee schedule
__ _._
- - - ----- nc u e > page as a cover- or yoi>z'response to this section. --- — - --- -- -- -
City of Santa Ana R_ FP 17-062
PROPOSAL FOR SERVICES I PLACEWORKS 45
Attachment 3-10: Fee
As shown in the detailed budget on the following page, the estimated cost to
complete the scope of workdescribed In this proposal Is $45,946.
PlaceWorks recommends planning for a 5 to 10 percent contingency fund to
cover any unforeseen out -of -scope work that might be necessaryfor the project.
---
Place Worlcs bills for its work on a time -and -materials basis with monthly invoices.
46 CITY OF SANTA ANA RFP NO. 17.062 1 RECREATIONAL VALUE ASSESSMENT
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This page intentionally left blank.
48 CITY OF SANTA ANA RIP NO. 17.062 1 RECREATIONAL VALUE ASSESSMENT
A hY CERTIFICATE OF LIABILITY INSURANCE
dMMID
DATE O6/292017 /2017 IVYYY)
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 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
Marsh Risk & Insurance Services
17901 Van Korman Avenue, Suite 1100
CONTACT
NAME:
PHONE FAX
UNIC No EX), L No
(949) 399-5800; License 90437153
Irvine, CA 92614
EMAIL
ADDRESS________
__-
Attn: NewportBeach.CerfRequest@marsh,coni 212-948-4323
INSURER(S) AFFORDING COVERAGE
HAD It
INSURER A: Crum & Forster Specialty Insurance Cc
44520
980627-01-01-17-18
INSURED
Placeworks
INSURER B : Travelers Property Casualty Company Of America
25674
INSURER C
Dbal The Planning Center
INSURER D
Design Community & Enviornment
3 MacArthur Place, Suite 1100
--- - --------
---
Santa Ana, CA 02707
INSURER E i
INSURER F:
COVERAGES CERTIFICATE NUMBER: LOS-001721165-15 REVISION NUMBER:9
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
LTR
TYPE OF INSURANCE
ADDL
IN D
SUBR
WVD
POLICY NUMBER
POLICY EFF
MMIDDIYYYV
POLICY E%P
MMIDDIYI'YV LIMITS
A
X
COMMERCIAL GENERAL[ IABILITY
X
X
EPK118128
1111112117
07/0112018 EACH OCCURRENCE
5 5,000,000
CLAIMS -MADE OCCUR
PREM eoocc ErDence
$ 50,000
X
$ 5,000
BI & PD Dad. $5,000
MED EXP (Any one person)
_
$ 5,OOQ000
PERSONAL & ADV INJURY
AGGREGATE LIMIT APPLI ESPER,
$ 5,000,000
GEHL
GENERALAGGREGATE
X
POLICY ElPRO-ECT ❑ LOG
:
PRODUCTS-COMP/OPAGG
$ 5,000,000
$ 5,000,000
OTHER:
��I
Contractors PO ut10n
B
AUTOMOBILE
LIABILITY
X
X
BA7E37616717CAG
107/01/2017
07/01/2018
COMBINED SINGLE LIMIT
Ea accident
$ 1,000,000
BODILY INJURY (Per person)
$
X
ANY AUTO
ALL OWNED SCHEDULED
AUTOS AUTOS
INJURY (Per accident)
$
PRDAOILV
PROPERTY DAMAGE
Peraccident
$
NON -OWNED
HIRED AUTOS AUTOS
_.
ComplColl Deductibles
$ $1,000
B
UMBRELLA LIAR
X
OCCUR
EX6J3287561743
07/01/2017
07/0112018
EACH OCCURRENCE
$ 4,000,000
$ 4,000,000
X
EXCESS LIAB
CLAIMS -MADE
AGGREGATE
DED RETENTION$
$
B
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY Y
ANY PROPRIETORIPARTNERIEXECUTIVE NIN ❑NIAI
OFFICER/MEMBER EXCLUDED?
(Mandatorym NH)
U07E37616717
07/01/2017
07/01/2018
X PER OTH-
STATUTE ER
_
E.L. EACH ACCIDENT
is 1,000,000
E.L. DISEASE - EA EMPLOYEE
is 1,000,000
f yes, describe under
DESCRIPTION OF OPERATIONS below
I
E.L. DISEASE - POLICY LIMIT
$ 1,000,000
A
Errors & Omissions -Claims Made
EPKIl BI28
1711111117
17111/2018
Each Claim/Aggregate 5,000,000
Paths Dates'. See 2nd Page
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) ,1
Re: Operations performed by the named insured for the certificate holder V 7 °
City of Santa Ana, its officers, agents, employees, and volunteers are included as additional insured where required by written contract with respect to General an ability, This insurance is pri ary and non-
contributory over any existing insurance and limited to liability arising out of the operations of the named insured and where required by written contract wile e t o General Liability. Waive rogation is
applicable where required by written contract with respect to General and Auto Liability.
CERTIFICATE HOLDER CANCELLATION s00i cep C.PIr
City of Santa Ana
owj—
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
20 Civic Center Plaza, M-35
THE EXPIRATION DATE THEREOF, .NOTICE WILL BE DELIVERED IN
Santa Ana, CA 92701
ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
of Marsh Risk & Insurance Services
Rosalynda Martinez„
ACORD 25 (2014101)
@ 1988-2014 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
PRIMARY AND NON-CONTRIBUTORY ADDITIONAL INSURED
WITH WAIVER OF SUBROGATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
CONTRACTORS POLLUTION LIABILITY COVERAGE PART
ERRORS AND OMISSIONS LIABILITY COVERAGE PART
THIRD PARTY POLLUTION LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s) or Organization(s)
City of Santa Ana (its officers, employees, agents, and representatives)
20 Civic Center Plaza
Santa Ana, CA 92701
A. SECTION III — WHO IS AN INSURED within the Common Provisions is amended to include as an
additional insured the person(s) or organization(s) indicated in the Schedule shown above, but solely with
respect to "claims" caused in whole or in part, by "your work' for that person or organization performed by
you, or by those acting on your behalf.
This insurance shall be primary and non-contributory, but only in the event of a named insured's sole
negligence.
B. We waive any right of recovery we may have against the person(s) or organization(s) indicated in the
Schedule shown above because of payments we make for "damages" arising out of "your work" performed
under a designated project or contract with that person(s) or organization(s).
C. This Endorsement does not reinstate or increase the Limits of Insurance applicable to any "claim" to which
the coverage afforded by this Endorsement applies.
ALL OTHER TERMS AND CONDITIONS OF THE POLICY REMAIN UNCHANGED.
�e`�`e�r y_
.�o ,o"
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J�SP�PdC�
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EN0118-0211 Page 1 of 1
A11
THIS ENDORSEMENT CHANGES THE POLICY, PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED — OWNERS, LESSEES OR
CONTRACTORS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
CONTRACTORS POLLUTION LIABILITY COVERAGE PART
SCHEDULE
iName Of Additional Insured Person(s) or Organization(s)
1 of Santa Ana (its officers, employees, agents, and representatives)
Civic Center Plaza
Ita Ana, CA 92701
SECTION III — WHO IS AN INSURED within the Common Provisions is amended to include as an additional
insured the person(s) or organization(s) indicated in the Schedule shown above, but only with respect to
liability caused, in whole or in part, by "your worK' for that insured which is performed by you or by those acting
on your behalf.
ALL OTHER TERMS AND CONDITIONS OF THE POLICY REMAIN UNCHANGED.
�e n0�
���GSP�pd
EN0111-0211 Page 1 of 1
COMMERCIAL AUTO
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
GENERAL DESCRIPTION OF COVERAGE — This endorsement broadens coverage. However, coverage for any
injury, damage or medical expenses described In any of the provisions of this endorsement may be excluded or
limited by another endorsement to the Coverage Part, and these coverage broadening provisions do not apply to
the extent that coverage is excluded or limited by such an endorsement. The following listing is a general cover-
age description only. Limitations and exclusions may apply to these coverages. Read all the provisions of this en-
dorsement and the rest of your policy carefully to determine rights, duties, and what Is and Is not covered.
A. BROAD FORM NAMED INSURED
B. BLANKET ADDITIONAL INSURED
C. EMPLOYEE HIRED AUTO
D. EMPLOYEES AS INSURED
E. SUPPLEMENTARY PAYMENTS — INCREASED
LIMITS
F. HIRED AUTO — LIMITED WORLDWIDE COV.
ERAGE — INDEMNITY BASIS
G. WAIVER OF DEDUCTIBLE — GLASS
PROVISIONS
A. BROAD Ifs
FORM NAMED INSURED
The following is added to Paragraph A.1., Who Is
An Insured, of SECTION 11 — COVERED AUTO$
LIABILITY COVERAGE:
Any organization you newly acquire or form dur-
ing the policy period over which you maintain
50% or more ownership interest and that is not
separately insured for Business Auto Coverage,
Coverage under this provision is afforded only un-
til the 180th day after you acquire or form the or-
ganization or the end of the policy period, which-
ever is earlier.
The following is added to Paragraph c, In A.I.,
Who Is An Insured, of SECTION H — COVERED
AUTOS LIABILITY COVERAGE:
Any person or organization who is required under
a written contract or agreement between you and
that person or organization, that is signed and
executed by you before the "bodily injury" or
"property damage" occurs and that is in effect
during the policy period, to be named as an addi-
tional insured is an "insured" for Covered Autos
Liability Coverage, but only for damages to which
USE — INCREASED LIMIT
1. PHYSICAL DAMAGE — TRANSPORTATION
EXPENSES — INCREASED LIMIT
J. PERSONAL PROPERTY
KAIRBAGS
I NOTICE AND KNOWLEDGE OF ACCIDENT OR
LOSS
W BLANKET WAIVER OF SUBROGATION
N. UNINTENTIONAL ERRORS OR OMISSIONS
this insurance applies and only to the extent that
person or organization qualifies as an "Insured"
under the Who Is An Insured provision contained
in Section II.
1. The following is added to Paragraph A.I.,
Who Is An Insured, of SECTION 11 — COV-
ERED AUTOS LIABILITY COVERAGE:
An "employee" of yours is an "insured" while
operating an "auto" hired or rented under a
contract or agreement in an "employee's"
name, with your permission, while performing
duties related to the conduct of your busi-
ness.
2. The following replaces Paragraph b. in 8.5.,
Other Insurance, of SECTION IV — BUSI-
NESS AUTO CONDITIONS:
b. For Hired Auto Ph sical Damage Cover-
age, the deemed to be cov-
ered "au Iola Own,
verWeda4to, yorlease, hire,
�IAnt or bog AfidoF'
(2)_�Ary cover 0`i if 'or rented by
your
�
contract in
E iq Y�t with your
CA T3 53 02 15 C 2015 The Travelers Indemnity Company. All rights reser%,W� — Page 1 of 4
Includes copyrighted material of Insurance services Office, Inc. with Its permission,
tl WORKERS COMPENSATION
TRAVELERS AND
EMPLOYERS LIABILITY POLICY
ENDORSEMENT WC990370( A) —
POLICY NUMEER: UB-7E37616-7-17
ENDORSEMENT CALIFORNIA
(BLANKET WAIVER)
onfams our rright the panton�or organization named In the Schedule.
The additional premium for this andomoment shall be % of the California warkers' compensation pre.
ulurn.
Person or Organization ob Description
has yraal y.. wrttten contract
ed`p`l
Q�G
This endorsement changes the pulley to which K is attached and Is affective on the data Issued unless otherwise
slated.
(The Information below Is required only when this andorsement is Issued subsequent to preparation of
the policy.)
Endar mentEffective 07/01/17 PullcyNa. UB-7E37616-7-17 EndorsornonlNo,
Insured PlecawoxSco Promlum
Insurance Company Countersigned by
Travelers Property Casualty of Amar3.ca
DATE Of ISSUE: - - ST ASSIGN: Page I of I
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
NOTICE OF CANCELLATION - CERTIFICATE HOLDER(S)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
CONTRACTORS POLLUTION LIABILITY COVERAGE PART
ERRORS AND OMISSIONS LIABILITY COVERAGE PART
THIRD PARTY POLLUTION LIABILITY COVERAGE PART
ONSITE CLEANUP COVERAGE PART
SCHEDULE
Ana its officers employees, agents and representatives
20 Civic Center
Santa Ana Ca 92701
Under the Common Provisions, SECTION VI — COMMON CONDITIONS, item 2. Cancellation And
Nonrenewal is amended by the addition of the following:
If we cancel this Policy before the expiration date thereof, we will mail a 30 days written notice (ten (10) days
for non-payment of premium) to the Certificate Holder(s) indicated in the Schedule shown above.
ALL OTHER TERMS AND CONDITIONS OF THE POLICY REMAIN UNCHANGED.
EN0136-0211 Page 1 of 1