Carmel-by-the-Sea City Council
September 9, 2025

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prevailing party will be entitled to reasonable attorney’s fees and costs incurred, and accrued interest on any unpaid balance that may be due. Costs will include the cost of any expert employed in the preparation or presentation of any evidence. All costs incurred and reasonable attorney fees will be considered costs recoverable in that proceeding and will be included in any award.

14. TERMINATION OF AGREEMENT
A. Termination for Cause or Default. The City reserves the right to immediately terminate this Agreement, in whole or in part, if Consultant or any subconsultant defaults or fails to deliver the Services in accordance with the terms and conditions of this Agreement. Such termination must be in writing, setting forth the effective date of termination, and will not result in any penalty or other charges to the City, and may be issued without any prior notice. Without limitation, Consultant is in default of its obligations contained in this Agreement if Consultant, or any subconsultant:
i. Fails to perform the required Services within the term and/or in the manner provided under this Agreement;
ii. Fails to supply sufficient, properly skilled workers or proper workmanship, products, material, tools, and equipment to perform the Services; iii. Fails to observe or comply with all laws, ordinances, including all requirements of governmental or quasi-governmental authorities, including federal, state, and local government enactments, bylaws, and other regulations now or, following the date of this Agreement, in force that pertain to;
iv. Fails to observe or comply with the City’s reasonable instructions; v. Breaches the Conflict of Interest provisions of this Agreement; or vi. Otherwise violates any provision of this Agreement.

B. Termination for Convenience. The City may, at its option and sole discretion, terminate this Agreement, in whole or in part, with or without cause, at any time during the Agreement Term for the convenience of the City, upon ten (10) days written notice to the Consultant.

C. Steps after Termination:
i. Upon termination of this Agreement by the City for any reason, the City will pay Consultant for satisfactorily performed Services and disbursements incurred by Consultant to the date of termination pursuant to this Agreement, less any amounts necessary to compensate the City for damages or costs incurred by the City arising from Consultant’s default.

Termination will be without prejudice to any other rights or remedies the City may have.

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ii. Upon receipt of written notice of termination of this Agreement by the City for any reason, Consultant must:
a. Promptly cease all Services, including Services provided by any subconsultant, unless otherwise directed by the City; and
b. Deliver to the City all the Materials provided to Consultant or prepared by or for Consultant or the City in connection with this Agreement. Such Materials are to be delivered to the City in completed form; however, notwithstanding the provisions of Section 10, Ownership and Use of Materials, herein, the City may condition payment for services rendered to the date of termination upon Consultant’s delivery to the City of such Materials.
iii. If this Agreement is terminated by the City for any reason, the City is hereby expressly permitted to assume the projects and Services, and to complete them by any means, including, but not limited to, an agreement with another party.

15. LEGAL ACTION / VENUE
A. Should either party to this Agreement bring legal action against the other, the validity, interpretation, and performance of this Agreement will be controlled by and construed under the laws of the State of California, excluding California’s choice of law rules.

B. Venue for any such action relating to this Agreement will be in Monterey County.

C. If any legal action or proceeding, including action for declaratory relief, is brought for the enforcement of this Agreement or because of an alleged dispute, breach, default or misrepresentation in connection with this Agreement, the prevailing party may recover reasonable attorneys’ fees as may be determined by the Arbitrator, experts’ fees, and other costs, in addition to any other relief to which the party may be entitled.

16. MISCELLANEOUS PROVISIONS
A. Non-discrimination. During the performance of this Agreement, Consultant, and its subconsultants, may not unlawfully discriminate against any person because of race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, marital status, age, or sexual orientation, either in Consultant’s employment practices or in the furnishing of services to recipients. Consultant further acknowledges that harassment in the workplace is not permitted in any form, and will take all necessary actions to prevent such conduct.

B. Acceptance of Services Not a Release. Acceptance by the City of the Services to be performed under this Agreement does not operate as a release of Consultant from professional responsibility for the Services performed.

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C. Force Majeure. Either party is absolved from its obligation under this Agreement when and to the extent that performance is delayed or prevented, and in the City’s case, when and to the extent that its need for vehicles, materials, or Services to be supplied hereunder is reduced or eliminated by any course, except financial, for reasons beyond its control. Such reasons include, but are not limited to: earthquake, flood, epidemic, fire, explosion, war, civil disorder, act of God or of the public enemy, act of federal, state or local government, or delay in transportation to the extent that they are not caused by the party’s willful or negligent acts or omissions, and to the extent that they are beyond the party’s reasonable control.

D. Headings. The headings do not govern, limit, modify, or in any manner affect the scope, meaning, or intent of the provisions of this Agreement. The headings are for convenience only.

E. Entire Agreement. This Agreement, including the Exhibits attached hereto, constitutes the entire agreement between the parties hereto with respect to the terms, conditions, and Services and supersedes any and all prior proposals, understandings, communications, representations, and agreements, whether oral or written, relating to the subject matter thereof pursuant to Section 1B, “Change Order of Services.” Any Change Order to this Agreement will be effective only if it is in writing, signed by both parties hereto, and will prevail over any other provision of this Agreement in the event of inconsistency between them.

F. Conflict between Agreement and Exhibits. In the event of a conflict between a provision in this Agreement and a provision in an Exhibit attached to this Agreement, the provisions in this Agreement will take precedence.

G. Counterparts. This Agreement may be executed in one or more counterparts, each of which will be deemed an original, and may be signed in counterparts, but all of which together will constitute one and the same Agreement.

H. Multiple Copies of Agreement. Multiple copies of this Agreement may be executed, but the parties agree that the Agreement on file in the office of the City’s City Clerk is the version of the Agreement that governs, should any difference exist among counterparts of this Agreement.

I. Authority. Any individual executing this Agreement on behalf of the City or Consultant represents and warrants hereby that he or she has the requisite authority to enter into this Agreement on behalf of such party and bind the party to the terms and conditions of this Agreement.

J. Severability. If any of the provisions contained in this Agreement are held illegal, invalid, or unenforceable, the enforceability of the remaining provisions will not be impaired thereby.

Limitations of liability and indemnities will survive termination of the Agreement for any cause.

If a part of the Agreement is valid, all valid parts that are severable from the invalid part remain in effect. If a part of this Agreement is invalid in one or more of its applications, the part remains in effect in all valid applications that are severable from the invalid applications.

K. Non-Exclusive Agreement. This Agreement is non-exclusive, and both the City and Consultant expressly reserve the right to enter into agreements with other Consultants for the same or similar services, or may have its own employees perform the same or similar services.

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L. Assignment of Interest. The duties under this Agreement are not assignable, delegable, or transferable without the prior written consent of the City. Any such purported assignment, delegation, or transfer constitutes a material breach of this Agreement upon which the City may terminate this Agreement and be entitled to damages.

M. City Business License. Prior to receiving a Notice to Proceed from the City, Consultant will obtain and maintain a valid City of Carmel-by-the-Sea Business License for the duration of the Agreement. Costs associated with the license are the responsibility of Consultant.

N. Laws. Consultant agrees that in the performance of this Agreement it will comply with all applicable federal, state, and local laws and regulations. This Agreement will be governed by and construed in accordance with the laws of the State of California and the City of Carmel-by-theSea.

IN WITNESS WHEREOF, the parties enter into this Agreement hereto on the day and year first above written in Carmel-by-the-Sea, California.

CITY OF CARMEL-BY-THE-SEA CONSULTANT

Chip Rerig, City Administrator Consultant Signature

Date Printed Name Date

Title

Consultant Legal Company Name

APPROVED AS TO FORM:

By: _______________________________ Date: ______________________ Brian Pierik, Esq., City Attorney

ATTEST:

By: _________________________________ Date: ______________________ Nova Romero, MMC, City Clerk
Exhibit A: Scope of Services, Key Personnel, Compensation, Fee Schedule, Project Schedule

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Objective Design and
Development
Standards Proposal

CITY OF CARMEL-BY-THE-SEA
Prepared for
City of Carmel-by-the-Sea
Proposal submitted
March 24, 2025
Document revised
August 18, 2025
Prepared by
Opticos Design, Inc.

EXHIBIT A ATTACHMENT 3

We are urban
designers and
architects who
believe in the
transformative
power of
beautiful,
sustainable,
walkable
communities
for all.

In 2007, Opticos became a founding
B Corporation, establishing triple
bottom line of social, economic, and
environmental responsibility.

Prepared By:

Opticos Design, Inc.
2100 Milvia Street, Suite 125
Berkeley, California 94704
510.558.6957
Prepared For:

City of Carmel-by-the-Sea
Community Planning & Development
Department
Monte Verde 4 SE Ocean Avenue
PO Box CC
Carmel-by-the-Sea, CA 93921
www.ci.carmel.ca.us
ATTN: Marnie Waffle, AICP, Principal Planner
831.620.2057
[email protected]
ii City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal EXHIBIT A ATTACHMENT 3

Contents
Cover Letter 4
Certification Forms 6
Review of Scope 10
Experience + Expertise 14
Qualifications 24
Timeline 31
Samples 34
Disclosure of Litigation 43
References 44
Insurance Coverage 47
Fee Schedule 59
Appendix 63
City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal iii EXHIBIT A ATTACHMENT 3

March 24, 2025
City of Carmel-by-the-Sea
Marnie Waffle, AICP, Principal Planner
Community Planning and Building Department
[email protected]
Re: RFP for Objective Design and Development Standards for Qualifying Accessory Dwelling Units, Multi-Family Residential, and Mixed-Use Residential Projects Dear Marnie and Selection Committee,
We are excited to submit our proposal for professional services to prepare objective design and development standards (ODDS) for Carmel-by-the-Sea! We understand that Carmel wants ODDS that honor the architectural history and diversity of the village and generate buildings that respect the scale and character of the village through high-quality building design, architectural style, context-sensitive massing, and sensitive height transitions. We have extensive experience with these topics in preparing ODDS for over two dozen communities. The breadth of our experience provides a wide variety of approaches and solutions from which to start working with you on your ODDS to make each new building complement Carmel’s unique physical character and appeal.

Opticos is a nationally recognized urban design, planning, and architecture firm passionate about creating vibrant, healthy, and sustainable places. For over 25 years, we have prepared downtown plans, revitalization strategies, form-based codes (FBC), including ODDS for 23 California communities seeking compliance with new pro-housing State Laws, and provided strategic advice for communities nationwide. We maintain a consistent and highly respected track record with private and public clients who come to us for quality design responsive to local context and public processes that is inclusive and effective in navigating complex local issues. We work together with the public, the development community, and planning staff to arrive at solutions and standards to deliver high-quality design and more housing choices.

As leaders in advocating for and creating walkable places, we specialize in implementing walkable development through form-based standards and, more recently, ODDS. We are also national leaders in advocating, writing design standards, and designing for Missing Middle Housing, which can help Carmel address small multi-family housing that is in scale with existing houses.

As a California-certified Small Business, we bring a high level of principal involvement and care to every project. As a B Corporation, our work reflects our commitment to a triple bottom line of social, economic, and environmental sustainability.

Our proposal articulates our approach to working closely with you and the community to deliver your ODDS. Key highlights of our experience and methodology include:

Opticos was hired
specifically because
of their expertise
in community
engagement and
form-based code to
draft a Specific Plan
for the Vallco area.

Their comprehensive
and thoughtful
engagement
strategy and ability
to communicate
alternatives
through design and
visualization, were
invaluable to winning
support. It was an
unprecedented
process, and it was a
real pleasure to work
with the Opticos
team."
Aarti Shrivastava
Assistant City Manager/
Director of Community
Development,
City of Cupertino, CA
Cover Letter
4 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal EXHIBIT A ATTACHMENT 3

■ Experience with ODDS
Our ODDS work leverages our FBC experience in creating clear and effective codes that enable streamlined permitting and review. Our ODDS work includes extensive documentation and standardization of multiple local architectural styles as well as other style-neutral best-practice strategies for design standards developed for individual communities as well as regionally applicable toolkits for Marin County and its towns; all this work readies our team for your ODDS.
■ Experience with Missing Middle Housing Implementation We understand this scale of housing extremely well, especially through Daniel Parolek’s research and book “Missing Middle Housing." We have helped communities implement Missing Middle Housing, the one- to two-story spectrum of housing choices between single-family housing and three to four-story multi-family or mixed-use development. We have done this in a wide range of ways:
• ABAG Handbook of Objective Design Standards
• ODDS for California jurisdictions, including Santa Barbara, Corte Madera, San Anselmo, Belvedere, Marin County, and Santa Rosa
• ODDS for the 82 towns and cities in the Puget Sound region of Washington state. ■ Team of Experts in Coding and Architecture
We are experts at writing design and development standards because we understand sites, buildings, and their individual design elements in detail. A key feature of our approach is our Microscale Documentation, which documents Carmel’s “DNA” for desired outcomes and turns that information into ODDS that generate new buildings to complement Carmel’s unique physical character and appeal.

Every project we take on is a priority for us, so staff can feel comfortable knowing we are committed to delivering the best process and products possible. Our team includes the key members with the technical expertise and experience essential to the success of this project: several who have experience working as public-sector planners or private-sector architects, giving them perspective on how these regulations are used and applied daily.

Per the requirements of the RFP, we state that we have reviewed and accept the City’s contract template, with the qualification that we reserve the right to negotiate the terms of that agreement depending on the final scope of services. We. We are excited and ready to work with you.

Best regards,
Tony Perez
Senior Associate, Code Reform Team Leader
805.377.1209 | [email protected]
Drew Finke
Senior Associate, Urban Design Team Leader
510.809.9518 | [email protected]
City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 5 EXHIBIT A ATTACHMENT 3

Certification Forms
6 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Certification Forms EXHIBIT A ATTACHMENT 3

ATTACHMENT 1 - CONFLICT OF INTEREST STATEMENT

OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS CONSULTANT SERVICES *THIS FORM MUST BE PRINTED OUT, COMPLETED AND SUBMITTED WITH THE PROPOSAL* The undersigned declares:

I/We (Insert Name) have the following financial, business, or other relationship with the City of Carmel-by-the-Sea that may have an impact upon the outcome of the contract. If none, please specify that no other relationships may have an impact on this contract or Project.

I/We (Insert Name) have the following current clients who may have a financial interest in the outcome of this contract. If none, please specify that no other clients may have a financial interest with an impact on this contract or Project.

Pursuant to Government Code section 1090 and any other laws, rules and regulations that may apply, the Consultant covenants that neither it, its subcontractors nor employees presently have an interest, and shall not acquire any interest, direct or indirect, financial or otherwise that would conflict in any manner or degree with contract awarded from this RFP. Consultant certifies that to the best of its knowledge, no one who has or will have any financial interest in the contract awarded from this RFP is an officer or employee of the City. Through its submittal of a proposal, Consultant acknowledges that it is familiar with Section 87100 et seq. and Section 1090 et seq. of the Government Code of the State of California and will immediately notify the City if it becomes aware of any facts concerning the contract to be awarded that constitute a violation of said provisions.

Furthermore, if there is reason to believe that collusion exists among the Consultants, the City may refuse to consider proposals from participants in such collusion. No person, firm, or corporation under the same or different name, shall make, file, or be interested in more than one proposal for the same work unless alternate proposals are called for. A person, firm, or corporation who hassubmitted a subproposal to a Consultant, or who has quoted prices on materials to a Consultant, is not thereby Opticos Design, Inc.

Opticos Design, Inc.

No relationships may have an impact on this contract or Project.

No other clients may have a financial interest with an impact on this contract or Project.

Certification Forms City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 7 EXHIBIT A ATTACHMENT 3

disqualified from submitting a sub-proposal or quoting pricesto other Consultants. Reasonable ground for believing that any Consultant is interested in more than one proposal for the same work will cause the rejection of all proposalsforthework inwhich a Consultant isinterested. If there isreason to believe that collusion exists among the Consultants, the City may refuse to consider proposalsfrom participants in such collusion. Consultants shall submit as part of their proposals documents the completed NonCollusion Declaration provided herein.

I, on behalf of the Consultant, declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on [date], at [city], [state].

Consultant Name (Person, Firm, Corp.) Title of Authorized Representative Address Name of Authorized Representative
City, State, Zip
(Date) (Signed)

Berkeley CA
Opticos Design, Inc.
2100 Milvia St., Suite 125 Karen Parolek
Berkeley, CA 94704
3/21/25
President
8 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Certification Forms EXHIBIT A ATTACHMENT 3

ATTACHMENT 3 - STATEMENT REGARDING INSURANCE COVERAGE AND WORKER’S

COMPENSATION INSURANCE ACKNOWLEDGMENT CERTIFICATE

OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS CONSULTANT SERVICES *THIS FORM MUST BE PRINTED OUT, COMPLETED AND SUBMITTED WITH THE PROPOSAL*

CONSULTANT HEREBY CERTIFIES that the Consultant has reviewed and understands the insurance coverage requirements specified in the RFP. Should the Consultant be awarded a contract for Services, Consultant further certifies that the Consultant can meet the specified requirements for insurance, including insurance coverage of any subcontractors, and agrees to name the City of Carmel-by-the-Sea as additional insured for the Services specified.

By certifying this form, the Consultant also understands the Worker’s Compensation insurance requirement per the California Labor Code, Sections 1860 and 1861:

I am aware of the provisions of Section 3700 of the Labor Code, which require every employer to be insured against liability for worker's compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.

Printed Name of Consultant (Person, Firm, or Corporation) Signature of Consultant's Authorized Representative
Name & Title of Authorized Representative
Date Signed
Opticos Design, Inc.
3/21/25
Karen Parolek, Its President
Certification Forms City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 9 EXHIBIT A ATTACHMENT 3

Review of Scope
EXHIBIT A ATTACHMENT 3

Review of Scope City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 11 Project Approach
The Opticos team understands the City's commitment to facilitating new housing and achieving high-quality design in new ADUs, multi-family and mixed-use buildings. We propose the following approach to meet the community’s objective of high-quality design that reinforces the identity and unique physical character of Carmel-by-the-Sea:

1. Draw on our deep experience preparing objective
design and development standards (ODDS).

We have been preparing zoning standards through
form-based codes for over 20 years across the US. We
have used our national experience to prepare ODDS in
23 California jurisdictions in the past six years for a range of buildings similar to those envisioned in Carmel-bythe-Sea: from lower-intensity house-scale buildings to moderate and higher-intensity block-scale buildings. We recently completed the ABAG Handbook of Objective
Design and Development Standards reflecting our
experience in designing buildings and regulating building and site design through form-based codes.

We have a deep understanding of the large and small
patterns in communities that contribute to their physical character and appeal. We find the following characteristics vitally important to visual appeal of buildings and their neighborhoods: the width of buildings as perceived from the street as well as their length as seen by neighbors across the property line; the scale of entries to a building, the way the building entry relates to the sidewalk (e.g., large front yard, porch, dooryard, terrace, shop front), where the parking is located, the height, massing
and organization of each façade, the size and vertical
orientation of openings, the eave type and its details. We will gather this important information, Carmel's "DNA," through microscale documentation of your desired
outcomes. Through this experience and documentation,
we will prepare ODDS that reflect Carmel-by-the-Sea's
unique physical character and appeal.

EXHIBIT A ATTACHMENT 3

12 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Review of Scope

2. Identify standards for different scales of buildings and their contexts.

A common practice in the writing of design standards is to treat building design as simply bulk that improves as it’s “chipped away.” This approach often leads to compliant
but unsatisfying design outcomes and frustrated
applicants, as these practices don’t work well with floor plans to produce much-needed housing. Instead of a
general approach, we’ll review what design approaches
are valued by the community. We’ll then identify the
building massing and façade articulation standards
effective on house-scale buildings distinct from those
effective on larger block-scale buildings.

3.Provide predictable and realistic height transition
standards.

We’ll review the existing standards to see what’s needed to improve compatibility between new and existing
buildings on abutting parcels. For instance, house-scale massing techniques better achieve an effective transition in building size than simply requiring upper-story
setbacks. Based on the allowed building envelope
in each neighborhood, we’ll coordinate the relevant
building design, massing, and adjacency standards for
effective and realistic transitions for infill development. We recommend the optional Task C. Site Tests & Visualizations to show what new standards would produce on a specific
parcel.

4.Make the new standards user-friendly, objective,
and easy to implement to streamline the process.

Several of our team members previously worked as City
planning staff, giving them a solid understanding of how standards need to be communicated to the designer,
developer, administrator, and community member. We’ll
use that experience to review representative project plans and review processes to understand what’s working and
what could be refined or improved. With that background and over two decades of writing form-based zoning and
design standards in compliance with State Law, we’ll
prepare clear standards, graphics, and diagrams to convey the community’s requirements.

5.Work closely with you and the community.

Our work is much more effective when it’s not seen as
“the consultant’s project” and instead is an engaged
community and City staff investing in the project from
start to adoption and implementation.

We will prepare for and facilitate the following outreach opportunities, which are further detailed in our proposed Work Plan Task 2. Targeted Community Engagement:
• Local Design & Development Industry Roundtable
Meetings (total one; virtual)
• Community Meeting (total one; in-person)
• Planning Commission Study Sessions (total two; virtual) EXHIBIT A ATTACHMENT 3

Review of Scope City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 13 We also facilitate a highly collaborative process with City staff through numerous Working Sessions throughout
the project process to gain insight on outcomes seen as effective and if there is room for improvement.

We maintain clear, open, and intentional communication
between City staff and the consultant team through the
following coordination methods, further detailed in Task 1.

Project Startup & Management:
• Regularly scheduled team check-in calls using screen
share and video conference.
• Project status updates that highlight task progress,
identify key milestones and deliverable dates, and
articulate action items, upcoming task responsibilities, and next steps.
• Shared cloud storage for team collaboration, including file sharing, project contacts, and real-time document
collaboration.

We know things change and that any project management
approach is only as good as its capacity to accommodate changing realities. By facilitating a collaborative approach founded on open communication and accessible project
information, it is our intent to create a team structure that makes it possible to identify changes early-on, and to
efficiently pivot as needed to accommodate that change.

6.Tailor a work plan that builds on the Proposed Scope
of Services outlined in the RFP.

We propose a work plan that focuses on the City’s
objective for ODDS to address high quality building
design, architectural style, and height transitions. To accomplish this, we propose the following key questions to guide our work throughout the project process:
• What specifically needs to be regulated and to what
degree?
• Are the standards responsive to the community’s
expectations and the needs of the local development
industry?
Our work plan is aimed at ultimately producing a standalone document of design standards to be adopted by resolution. We provide a detailed work plan as an
Appendix that incorporates the Proposed Scope of
Services outlined in the RFP and refined with City staff, and includes additions tailored to successfully complete this project.

EXHIBIT A ATTACHMENT 3

Experience + Expertise
14 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Experience + Expertise EXHIBIT A ATTACHMENT 3

Opticos is a team of urban designers, architects, and
strategists that partners with clients who want to lead the way in providing vibrant, diverse, walkable urban places. Because we approach each project with innovation and creative problem solving in mind, we function just as much as a think tank as a consulting firm.

To us, architecture and planning must play a role in defining more sustainable, equitable, healthy, compact patterns of development that improve the quality of life for everyone.

This starts with revitalizing existing urban places, but also must include the transformation of suburban places into more urban ones and the creation of thoughtful, new walkable urban communities.

As a group of like-minded designers looking to make an impact in the world, we strive to integrate social, environmental, and economic responsibility into all that we do.

Professionally, we’re one of the first B Corporations and a founding California Benefit Corporation, a revolutionary new kind of business dedicated to a triple bottom line.

Outside of work, we shop locally, live small, and go car-free whenever possible. The only parking issue we experience in our office is a shortage of bike racks! Who We Are
2Experience + Expertise Document Title Line One Document Title Line Two City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 15 EXHIBIT A ATTACHMENT 3

16 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Experience + Expertise EXHIBIT A ATTACHMENT 3

Experience + Expertise City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 17 EXHIBIT A ATTACHMENT 3

1 2
3 4
5 6
7 8
9 Marin County and 11 cities (5 customized by
Opticos
City of Campbell (Downtown and Citywide)
City of San Rafael (Downtown)
City of Davis (Downtown)
City of Folsom
City of Orinda (Downtown and Citywide)
City of Sebastopol (Downtown and
Citywide)
City of Santa Barbara (Downtown and
CItywide)
ABAG (Handbook on ODDS)
City of Richmond
City of Citrus Heights
City of Los Altos
City of Mountain View
City of Santa Rosa
City of Lafayette
1 4
7 2
5 8
3 6
9 Carmel-by-the-Sea
Our California Objective Design +
Development Standards Experience
10 11
12 13
14 15
10 11
12 13
14 15
18 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Experience + Expertise EXHIBIT A ATTACHMENT 3

Why Opticos for
Carmel-by-the-Sea?
ODDS + 20 Years of Form-Based Coding
Implementation Expertise
High-Touch + High-Tech Outreach
The Opticos team's unique skills, approach and experience align well with the City's desire to create ODDS that promote high-quality design and architectural standards to the existing ODDS. The following pages elaborate on the key areas of expertise that make our team a good fit for Carmel-by-the-Sea and present recent examples of relevant projects:

Experience + Expertise City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 19 EXHIBIT A ATTACHMENT 3

We'll customize your standards.

Menu of design and development standards for you
to choose from depending on your housing goals and
community expectations.

Working with you upfront to understand what your
community wants the standards to make.

Testing the standards throughout the process to make
sure and make what’s expected and prevent what’s not
wanted.

Easy to use, graphically-rich design and development
standards.

FINAL
APRIL 2024
Objective Design
Standards Handbook

FOR RESIDENTIAL AND MIXED-USE PROJECTS
Association of Bay
Area Governments
(ABAG) ODDS
Handbook
1 2
3 4
Opticos Design brings its 20+ years of zoning
and form-based code experience across
the U.S. to prepare objective design and
development standards for over a dozen
California cities. We’ve been preparing zoning
and standards for a long time so when cities
asked us to prepare ODDS, it was a natural
for us. We prepare ODDS to implement the
community’s RHNA goals while delivering
buildings and designs that fit their context and
location, for a streamlined review process.

Our ODDS strategy is to refine or replace
existing zoning to improve housing yield,
built form, and increase usability rather
than simply adding another layer of
regulations.

Objective Design and Development
Standards (ODDS) + Coding
20 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Experience + Expertise EXHIBIT A ATTACHMENT 3

Producing more housing through contextsensitive, objective standards

25.02.080 Downtown Edge (DE)
General note: the illustrations above are intended to provide a brief overview of the zone and are descriptive in nature.

A. Intent
A walkable district of medium-to-large footprint, high intensity mixed-use buildings and housing choices, supporting retail, food, and services.

The following are allowed form elements in the zone.

House-Scale Buildings: Side Court,
Medium Courtyard
Block-Scale Buildings: Large Multiplex,
and Large Courtyard
Up to 4 Stories without Community
Benefit Project; Up to 6 stories with
Community Benefit Project
Primarily Attached Buildings Frontage Types: Forecourt and Gateway; Dooryard and Stoop on
Secondary Front; Maker Shopfront,
Shopfront, Terrace, Gallery, and
Arcade on Ground Floor Commercial
Frontages
Medium-to-Large Main Building
Footprint
None-to-Small Front Setbacks
None-to-Small Interior Setbacks
Public Review Draft – June 23, 2023 Santa Barbara Objective Design and Development Standards 35 Objective Design and
Development Standards
Santa Barbara, CA
June 2023
Zone Map

MONTECITO

DE LA VINA

CABRILLO

FIGUEROA
COTA

SANTA BARBARA
STATE

CASTILLO

LAS POSITAS
HWY 101

GUTIERREZ

DE LA GUERRA
HALEY

VICTORIA
SOLA

ANAPAMU

CANON PERDIDO
ORTEGA

CARRILLO

ANACAPA
MILPAS
CLIFF

YANONALI

CHAPALA

MISSION

FOOTHILL

COAST VILLAGE
Esri, DeLorme, NaturalVue
Legend
City Boundary
ODDS Zones
Downtown Core (DC)
Downtown Edge (DE)
Mixed-Use Corridor (MUC)
Neighborhood Large (N.L)
Neighborhood Medium (N.M)
Note:

Development projects located in Historic
Districts, Landmarks Districts, or
Potential Historic Districts are limited to
the architectural styles required for that
district, as described in either Chapter

30.57 (Landmark District and Historic
District Overlay Zone), or the City’s
Historic Resource Guidelines, as
applicable. If an architectural style is
required in a Historic District, Landmarks
District, or Potential Historic District, but
is not available in Chapter 6
(Architectural Design) of the ODDS, it is
not allowed to be approved under this
Title.

Title 25: Objective Design and
Development Standards
Public Review Draft
Prepared for:

Santa Barbara, California
June 23, 2023
Review Note:

References to certain
Chapters and Sections of the
Title 30 Zoning Ordinance
are pending adoption of
amendments to Title 30. All
applicable Municipal Code
references will be updated
prior to adoption of Title 25.

Downtown and Citywide ODDS for the City of Santa Barbara Experience + Expertise City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 21 EXHIBIT A ATTACHMENT 3

Our Community Engagement Toolbox: Developed and Refined Through 20 Years of Working with Neighborhoods Nationwide
Opticos integrates a robust, hands-on public engagement strategy into all of our planning and coding processes in order to ensure community ownership and effective implementation. Our first multi-day charrette was 20 years ago, when we participated in an extremely contentious charrette led by Bill Lennertz, former Executive Director of the National Charrette Institute, which went on to be the case study for The Charrette Handbook. To put it simply, we learned from the best on one of the most complicated but highly successful charrette processes in the country. Since then, we have refined and adapted our charrette process for a variety
of challenging situations to gain consensus and
effectively engage underserved communities.

We've worked all over the country, including over
30 communities in California. Over the years, we
have expanded beyond the charrette to develop our
Community Engagement Toolbox that includes a
variety of techniques for effective communication,
both verbal and graphic. We adapt our approach
for each project to meet its and the community's
individual needs.

We utilize
collaborative
design, a curated
engagement
toolbox and local
knowledge to
effectively guide
engagement in
your community
High-Touch + High-Tech Outreach for
Effective, Equitable Engagement
22 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Experience + Expertise EXHIBIT A ATTACHMENT 3

Physical Models
Involving Underrepresented Communities in
the Planning Process
We actively include local community outreach specialists with "boots on the ground" experience to ensure that
our community engagement process identifies those
historically left out of the planning process, and embeds them in decision-making. Key strategies include:
• Go to them. Often within these populations there
exists apathy or mistrust rooted in history. The first step is showing respect by extending and showing up on
their turf at community meetings, markets or festivals.

Connect with those who have trusting relationships with the community such as religious leaders, social support organizations and sports leaders. Let these people take the lead on how to connect with their community.
• Communicate. Don’t discount the use of social media
and online engagement. Covid-19 has increased the
percentage of people who can participate online.
• Build trust. Make the process worth their participation.

Underserved communities may not see it worth
the effort to get involved. Often there is a history of disappointments related to unfulfilled promises. The
most important first step is to just listen, allowing people to express the important issues. The project team must
then propose design solutions that respond to peoples
values and issues. People must believe that their input can have an impact on their community.

Tactical Urbanism
Open Houses
Small Group Design Exercises
Experience + Expertise City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 23 EXHIBIT A ATTACHMENT 3

Qualifications
24 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Qualifications EXHIBIT A ATTACHMENT 3

CITY OF CARMEL-BY-THE-SEA
OPTICOS DESIGN, INC.

Meet the Team
Opticos has assembled a team of highly skilled professionals who combine extensive technical qualifications and numerous years of experience working in the region. Below is our team's organization chart of key staff followed by their resumes. We will maintain the same personnel throughout the project; however, if any change is required due to unforeseeable circumstances, we will seek the City's approval in advance through personnel qualifications review and oral interviews with City staff.

Qualifications City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 25 Drew Finke
Senior Associate,
Urban Design
Tony Perez
Senior Associate,
Zoning Reform & Planning
Joseph Abbamonte
Senior Designer
Stefan Pallegrini
Founding Principal
Cecilia Kim
Associate II,
Planning Manager
EXHIBIT A ATTACHMENT 3

Education
Master of Urban Design
University of California, Berkeley
Bachelor of Architecture
Magna Cum Laude
University of Notre Dame
Licenses
California Licensed Architect
#C32904
Memberships
American Institute of Certified
Planners
Certificate #020186
American Planning Association (APA)
Small Town and Rural (STAR) Division
Relevant Project
Experience
Objective Design Standards
Handbook for Residential and MixedUse Projects, Association of Bay Area Governments
Marin Objective Design +
Development Standards Toolkit
Marin County, CA
Puget Sound Regional Missing
Middle Zoning Toolkit & Resources,
Puget Sound Region, WA
Livable Corridors Form-Based
Code + Architectural Standards
Richmond, CA
Downtown Specific Plan and FBC
Hayward, CA
Principal
Stefan Pellegrini’s educational degrees and professional experience in both architecture and urban design make him an expert project leader at all building scales, from single-family homes to regional plans. He has extensive experience traveling and teaching workshops abroad, a roster of groundbreaking and award-winning projects to his credit, and he is uniquely skilled at bringing diverse people and opinions together at the table to resolve conflicts and turn disagreements into productive projects. Adept at analyzing a place and drawing his ideas on paper, with a passion for traditional architecture, Stefan meticulously considers every aspect and angle of a project to create beautiful places and spaces that thrive.

His strong interest in revitalizing places, especially rural small towns and inner-city areas, comes from a childhood spent in the rust belt town of Muncie, Indiana, seeing first-hand the impact of declining industry. Before joining Opticos in 2002, Stefan brought this understanding to his work at the nationally renowned firm Urban Design Associates in Pittsburgh, Pennsylvania, where he was a senior designer and project manager for over 50 urban design and architecture projects, including groundbreaking plans that redesigned public housing into mixed-income communities through the HOPE VI program in five states (one of which won an AIA Honor Award for Urban Design), and new housing developments in North Carolina and Alabama. He also played an instrumental role in UDA’s resurrection of Architectural Pattern Books.

Stefan brings an international perspective to the firm. The recipient of a number of fellowships, including the prestigious Skidmore, Owings, and Merrill Foundation Urban Design Traveling Fellowship, he has spent months studying architecture and planning all over the world, including Scandinavia, North Africa, and Southern Europe. In addition, Stefan is fluent in Italian.

Stefan Pellegrini, RA, AICP,

LEED AP
EXHIBIT A ATTACHMENT 3

Education
B.S. Urban and Regional Planning,
Cal Poly Pomona
Teaching
Instructor: PLAN 590 “Place-based
Planning, Design, and Zoning”, Spring
2025
Instructor: UP 252 “Form-Based
Planning + Coding” UCLA, Winter
2015 and 2016
Instructor: URP 498 “Form-Based
Planning + Zoning” Cal Poly Pomona,
Spring 2013, 2017, 2018
Instructor: FBC 101 + 201, FormBased Codes Institute
Relevant Projects
Multi-Family Development and
Design Standards, Campbell, CA
Objective Design and Development
Standards, San Anselmo, CA
Objective Design and Development
Standards, Santa Barbara, CA
Objective Design Standards
Handbook for Residential and MixedUse Projects, Association of Bay Area Governments
Folsom Corridor Objective Design
and Development Standards,
Folsom, CA
Marin Objective Design +
Development Standards Toolkit,
Marin County, CA
Senior Associate, Team Leader
Tony leads Opticos’ Zoning Reform and Planning Team to focus on a variety of zoning work: Zoning audits, Missing Middle Housing Scans, Form-Based Code and Objective Design and Development Standards preparation, and citywide Zoning Ordinance Updates. With 36 years of experience, including 12 as a public sector planner, Tony Perez has spent the last 24 years helping communities improve their zoning codes with a focus on writing Form-Based Codes. An expert in translating policy direction into clear and implementable development standards, Tony works to enable the community’s vision by identifying and addressing barriers and writing responsive standards.

A leader in advancing the implementation of Missing Middle Housing as well as the practice of Form-Based Codes, Tony is an energetic educator and enjoys working with public sector planners across the United States.

Tony is from the California Delta town of Isleton and lives with his family in Southern California.

Tony Perez
EXHIBIT A ATTACHMENT 3

Education
Master of Urban + Regional Planning
UCLA
Bachelor of Architecture
University of Texas at Austin
Bachelor of Arts in Urban Studies
University of Texas at Austin
Relevant Project Experience
Livable Corridors Form-Based
Code + Architectural Standards
Richmond, CA
Downtown Specific Plan and FBC
Hayward, CA
Urban Design Guidelines
Memphis, TN
Bitterroot Ranch Design Guidelines
Hamilyton, MT
CodeNEXT Citywide Code Update
Austin, TX
South County Community Plan
and FBC
Kauai County, HI
West County Community Plan
and FBC
Kauai County, HI
Senior Associate
Drawing on his training in architecture and planning, Drew’s work sustains and strength-ens local culture and traditions through thoughtful, community-driven designs and policies that reinforce a community’s unique sense of place. Drew’s work is animated by an interest in how walkable, equitable, sustainable and beautiful neighborhoods, main streets and downtowns can thrive in a wide range of contexts, be they big cities or small towns.

Since joining Opticos in 2013, Drew has applied this sensibility to impactful projects in a variety of places, from an award-winning place-based comprehensive plan and follow-up implementation charrettes in Memphis, Tennessee, to contextually-sensitive form-based codes for rural Kauaʻi County in Hawaiʻi, and neighborhood plans for an affordable Missing Middle Housing neighborhood in Mammoth Lakes, California. Uniting these projects is an emphasis on authentic community engagement and feasible implementation strategies that empower communities and provide confidence in the face of change.

Drew enjoys getting to know a place through its food, and can be found at farmers markets and local dives whenever visiting a new place.

Drew Finke
EXHIBIT A ATTACHMENT 3

Education
PhD in Planning, Policy and Design,
University of California, Irvine
MPL in Planning, University of
Southern California, Los Angeles
ME in City Planning, Hongik
University, Seoul
BE in Civil and Urban Engineering,
Hongik University, Seoul
Memberships
American Planning Association
Urban Land Institute
Congress of the New Urbanism
Relevant Project Experience
Objective Design Standards
Handbook for Residential and MixedUse Projects
Association of Bay Area
Governments
Multi-Family Development and
Design Standards
Campbell, CA
Folsom Corridor Objective Design
and Development Standards,
Folsom, CA
Citywide Zoning Code
Columbus, OH
Planning Manager (Associate II)
With a unique educational and professional background that blends the disciplines of design, planning, and engineering, Cecilia brings a distinctive perspective and solution-oriented approach to leadership and project management. She excels at translating visions into visual graphics that help engage the community and spark the creative design process of projects. Her personal mission is to have a positive impact on the communities she works with to create long lasting places of value and strong community connections.

Throughout her two decades of experience, Cecilia has adeptly handled multiple roles as project manager, urban designer, and policy planner. She is skilled at coordinating projects across diverse professional disciplines, mediums, and departments. From land use and community engagement to development regulations and sustainability policies, Cecilia’s wide range of knowledge and experience has helped clients find creative solutions through collaborative and innovative efforts. She has a particular passion for development codes and specializes in form-based codes and objective design and development standards.

Cecilia’s passion for urban design and planning began as a child fascinated with building a Lego city in her closet. She continues to cultivate this passion in young planners through mentorship and teaching, having taught at the University of California, Irvine and California State University, Northridge. Outside of the studio, she enjoys playing tennis and is a national champion as part of the winning team in the 2016 Mylan WTT Rec League.

Publications
Garde, A. & Kim, C. (2017). Form-Based Codes for Zoning Reform: Insights from Cities in Southern California. Journal of the American Planning Association, 83 (4), 346-364
Garde, A., Kim, C. & Tsai, O. (2015). Form-Based or Euclidean Zoning Codes? Learning from Miami 21. Journal of the American Planning Association, 81 (1), 46-66 John Randolph Haynes and Dora Haynes Foundation. (2014). Evaluation of the effectiveness of form-based codes in promoting sustainability: Insights from Southern California. Los Angeles, CA: Garde, A. (Grant Report).

Cecilia J. Kim, PhD
EXHIBIT A ATTACHMENT 3

Education
Bachelor of Architecture, University
of Notre Dame
Relevant Project Experience
Pre-Approved ADU Plans + Toolkit
Richmond, CA
Pre-Approved ADU Plan
Pittsburg, CA
Pre-Approved Backyard Casita Plans
Tucson, AZ
Healdsburg Downtown Housing
Capacity Study
Healdsburg, CA
Culdesac Tempe Car-Free
Neighborhood
Tempe, AZ
Vallco Town Center Specific Plan
Cupertino CA
Hayward Form-Based Code (FBC)
Hayward, CA
Workforce Courtyard Housing
Santa Maria, CA
Senior Designer
Born in the suburbs of the Metro-Atlanta area, Joseph is passionate about exploring, studying, and promoting lively, walkable cities and neighborhoods. His travel experiences in Europe, Cuba, and throughout the United States have given Joseph an exposure to and appreciation of context sensitive architecture and urban design. His work demonstrates an attention to detail and time tested design principles. Joseph’s training in classical and traditional architecture in addition to his experience at Opticos has formed the backbone of his design philosophy.

Namely that architecture and urban design should serve people through functional, sustainable, and beautiful design.

Since joining Opticos in 2016, Joseph has been a primary designer in multiple marquee architecture and urban design projects. Through his work at Opticos, Joseph has experience designing every building type in the Missing Middle Housing palette. In addition to contributing to the design of the masterplan of a new Missing Middle neighborhood in Papillion Nebraska, Joseph helped develop the architecture of all 18 building types designed for the site. Joseph was also a designer in the development of the architecture and site plan for a new neighborhood in Tempe, Arizona, the country’s first car-free neighborhood designed from scratch. Joseph also worked on architecture and master planning for projects in Baton Rouge, Washington D.C., and San Miguel de Allende, Mexico.

In addition to architecture and master planning projects, Joseph has experience working on a variety of FBC’s, Specific Plans, and Urban Analysis projects, including work ranging from focused zoning analysis in San Carlos, California to a large, complex project in Cupertino, California involving a FBC and Specific Plan.

In his spare time, Joseph enjoys sketching beautiful buildings (especially Catholic churches), playing pickup soccer around the Bay Area, and exploring new places.

Joseph Abbamonte
EXHIBIT A ATTACHMENT 3

Timeline
Timeline City of Carmel-by-the-Sea | Objective Design Standards 31 EXHIBIT A ATTACHMENT 3

The Opticos team proposes to complete the project within 11 months, as shown below. This schedule assumes staff review period of two weeks per deliverable and may change due to the scheduling and holding of public hearings.

Opticos will work with City staff to refine the schedule at project startup and provide updates throughout the duration of the project.

Project Schedule
Month 1 Month 2 Month 3

1.1 Project Startup & Kickoff Meeting

1.2 Coordination calls with City (12)

1.3 Administration & Quality Control
Task 1 Project Startup & Management

2.1 Working Session #1: Key Projects/Outcomes

2.2 Local Industry Roundtable Meeting (1 virtual)

2.3 Planning Commission Study Sessions (2 virtual)

2.4 Community Meetings (1 in person)

3.1 Field Visit and Microscale Documentation

3.2 Review of Background Documents and Key Projects

3.3 Working Session #2: Findings and Recommendations

6.1 Meeting Attendance & Support (2 in person)

4.1 Outline + Style Sheet for ODDS for ADUs

4.2 Administrative Draft ODDS for ADUs

4.3 Public Draft ODDS for ADUs

4.4 Working Session #3: Public Draft ODDS for ADUs

4.5 Final ODDS for ADUs, as adopted

5.1 Outline + Style Sheet for ODDS for MU+MF

5.2 Administrative Draft ODDS for MU+MF

5.3 Public Draft ODDS for MU+MF

5.4 Working Session #4: Public Draft ODDS for MU+MF

5.5 Final ODDS for MU+MF, as adopted
Task 2 Targeted Community Engagement
Task 3 Research
Task 6 Public Meetings
Task 4 Objective Standards for ADUs
Month 4
Task 5 Objective Standards for Mixed-Use +
Multi-family
K
W
W

M M M M
32 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Timeline EXHIBIT A ATTACHMENT 3

K
W
PC
H
R
Kickoff Meeting C1
Working Session
Roundtable Meeting
Key Meetings
Planning Commission Study
Session
Public Hearings
Public Review Draft ODDS
Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 • Summary of Findings Memo
• Outline+ Style Sheet for ODDS
• Administrative Draft ODDS
• Public Draft ODDS
• Final ODDS
• ODDS Checklist
Community Meetings
Key
Deliverables
W
PC
C1
PC
R
H H
W

M M M M M M M M
Timeline City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 33 EXHIBIT A ATTACHMENT 3

Samples
34 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Samples EXHIBIT A ATTACHMENT 3

Project Samples
This section provides project samples for the Opticos team. The list below provides links to the project for your review.

Opticos Design, Inc.
• Objective Design Standards Handbook, Association of Bay Area Governments • Objective Design and Development Standards, Santa Barbara, CA (Adopted) • Objective Design and Development Standards, San Anselmo, CA (Adopted) Samples City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 35 EXHIBIT A ATTACHMENT 3

Objective Design Standards
Handbook
San Francisco Bay Region, California | 2024
Expert Advice and Best Practices in Preparing Objective Design Standards
In 2023, the 9-County Association of Bay Area Governments hired Opticos to prepare a resource for its 101 jurisdictions to streamline housing production. The California legislature has passed several laws to increase and streamline housing production. A key need from those laws is to approve certain projects administratively, without discretionary review, using only objective standards.

Working with a 17-member steering committee, Opticos prepared a Handbook of Objective Design Standards (ODS) that addresses four key design topics: Pedestrian Experience, Building Design, Site Design, and Open Space. The Handbook advises why and when to include certain standards along with economic implications provided by Cascadia Partners. The standards are coordinated to six sizes/intensities of neighborhoods, corridors, and centers (i.e., placetypes), enabling readers to easily find the type of area they want, the advice, and example standards to inform or use directly.

Highlights

1. Placetypes analysis established foundation for the key design topics and objective standards included in the Handbook.

2. The Handbook includes objective standards for essential and supplemental topics.

3. The Handbook is intended to be used as a reference by jurisdictions to customize and refine their local ODS.

Project Area + Context
San Francisco Bay Region
Degree of Change
Evolution with Targeted
Transformation
Products
Placetypes Atlas; ODS
Handbook; Catalogue of readyto-use standards
Status
Completed and being used by
local jurisdictions
Team
Opticos Lead; Cascadia
Partners (Economic)
Reference
Ada Chan, Regional Planner
Association of Bay Area
Governments Metropolitan
Transportation Commission
375 Beale Street, Ste 800
San Francisco, CA 94105
415.820.7958
[email protected]
36 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Samples EXHIBIT A ATTACHMENT 3

The Handbook provides ways to craft standards so that individual buildings are designed in response to their intended physical scale and context.

The Handbook coordinates standards with the applicable Placetypes found throughout San Francisco Bay Region Economic analysis conducted by Cascadia Partners
provides insight on considerations to balance project
costs with long-term placemaking benefits.

The Handbook is absolutely
responsive to our region's
needs. Opticos produced a
truly innovative resource
that we knew we needed but
didn't know what it would be."
Ada Chan
Bay Area Metro
COST

CONSIDERATIONS
• Unit Yield
• Housing Cost
• Project Feasibility

PLACEMAKING

BENEFITS
• Urban Design
• Visual Interest
• Context
Sensitivity
Samples City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 37 EXHIBIT A ATTACHMENT 3

Objective Design Standards
Santa Barbara, California | 2024
Elements of Spanish Revival Style
Note: The image above is intended to provide a reference for architectural elements and is illustrative, not regulatory. It is not an exhaustive list of applicable standards.

Example Building Elevation: Spanish Revival
Storefront(See Subsection 15
for standards)
Window (See Subsection 9 for
standards)
Entry Door (See Subsection 12
for standards)
Roof (See Subsection 5 for
standards)
Rake (See Subsection 6 for
standards)
Wall (See Subsection 3 for
standards)
Eave (See Subsection 7 for
standards)
C.1. Wall: Spanish Revival
Base
No base is required for this style.

Where no base is provided, stucco wall finish shall extend below the weep screed, flush with the wall surface above, and continue for a minimum of 2" below finish grade.

Expansion Joints
Structural expansion joints shall be concealed by placement, color selection, or use of facade plane change.

C.1. Wall: Spanish Revival (Continued)
Wall Projections
Depth 1'0" min.;
Lintel Type Wood lintel with brackets or
corbels, Cast-stone lintel
Provide lintel for full width of projection.
186
Specific to Architectural Design
Santa Barbara Objective Design and Development Standards August 2022

25.08.060: Mediterranean Style Group
New zoning and architectural standards intended to
streamline housing production
Opticos was hired to prepare Citywide Objective Design Standards (ODS), which included both the creation of zoning districts and the replacement of the comprehensive but sometimes subjective existing architectural guidelines. To ensure the new standards were place-based, the first step was to analysis the different neighborhoods and their characteristics and categorize them in a Neighborhood Atlas. The city's goals for this project were:
• Facilitate and streamline production of multi-unit housing • Provide clear guidance and design expectations to applicants, staff, and decision makers.
• Ensure all new multi-unit housing development is designed to be sensitive and compatible with existing architecture, historic resources, and neighborhoods. • Use an open and inclusive public process to draft design standards for the City’s diverse multi-unit neighborhoods.

Project Area + Context
Citywide
Downtown, Neighborhood
Main Streets, low to moderate
intensity Neighborhoods and
Corridors
Degree of Change
Envisioned Transformative
Change
Budget
$304,745
Status
Pending Adoption in Summer
2024
Team
Opticos
Reference
Rosie Dyste, Project Planner
805.564.5470 x4599
[email protected]
Highlights

1. ODS being prepared for a community with a strong design review culture.

2. Preparing ODS that help rather than limit the very creative architectural community.

3. Creating context-sensitive ODS founded on detailed place analysis

4. Preparing Objective Architectural Style Standards that leave room for creativity.

The ODS completely replaces existing zoning districts and replaces existing architectural guidelines Title 25: Objective Design and Development Standards
Draft
Prepared for:

Santa Barbara, California
August 2022
38 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Samples EXHIBIT A ATTACHMENT 3

State St
State St

E CARRILLO ST

E MISSION ST

DE LA VINA ST
N HOPE

S SALINAS ST

N MILPAS ST

LAS POSITAS RD

S MILPAS ST

W CARRILLO ST

E HALEY ST

GARDEN ST

CACIQUE ST
E C

GARDEN ST

GARDEN ST

NSALINAS ST

CACIQUE ST

SAN ANDRES ST

W CABRILLO BL

CLIFF DR

E ALAMAR AV

W ALAMARAV

W MISSION ST

S HOPE AV

FOOTHILLL N
Waterfront
West Beach
Lower
State
Westside
West Mesa
West
Downtown
San Roque
Upper
State
Milpas
Lower West
Lower
Riviera
Lower East
Laguna
Hitchcock
Eastside
East Mesa
Downtown
Bel Air
Alta Mesa
Upper
East
Samarkand
Riviera
Oak Park
East
San
Roque
East Beach
Cielito
Campanil
Hidden
Valley
Path: H:\Group Folders\GIS\Housing\ODS\Project Area Map 1 - Basemap 11x17 Dec 2021.mxd 0 0.125 0.25 0.5
Mile
1:28,000
NAD 1983 State Plane
California V FIPS 0405 (Feet)
Final Draft — January 19, 2022
State St
State St

E CARRILLO ST

E MISSION ST

DE LA VINA ST

N HOPE AV

S SALINAS ST

N MILPAS ST

LAS POSITAS RD

E ALAMAR AV

S MILPAS ST

W CARRILLO ST

E HALEY ST

GARDEN ST

CACIQUE ST

E CABRILLO BL

GARDEN ST

GARDEN ST

NSALINAS ST

CACIQUE ST

SAN ANDRES ST

W CABRILLO BL
HWY 101

CLIFF DR

E ALAMAR AV

W ALAMARAV

FOOTHILL RD

W MISSION ST

S HOPE AV

FOOTHILLL N
Waterfront
West Beach
Lower
State
Westside
West Mesa
West
Downtown
San Roque
Upper
State
Milpas
Lower West
Lower
Riviera
Lower East
Laguna
Hitchcock
Eastside
East Mesa
Downtown
Bel Air
Alta Mesa
Upper
East
Samarkand
Riviera
Oak Park
Hope
Foothill
Eucalyptus
Hill
East
San
Roque
East Beach
Coast
Village
Cielito
Campanil
Hidden
Valley
Boundary
City Limits
Neighborhood
Project Area
Main Street
Path: H:\Group Folders\GIS\Housing\ODS\Project Area Map 1 - Basemap 11x17 Dec 2021.mxd City of Santa Barbara, Planning Division, AJN, TRB, December, 2021 0 0.125 0.25 0.5
Mile
1:28,000
NAD 1983 State Plane
California V FIPS 0405 (Feet)
Large
Medium
Small
Corridor
Large
Medium
Small
Neighborhood
Large
Medium
Small
Coastal Zone
Final Draft — January 19, 2022 Objective Design Standards Existing Conditions 43 Chapter 3 — Existing Physical Character
Neighborhood Atlas
Careful analysis of the characteristics of different neighborhoods was compiled into a Neighborhood Atlas that informed which new zoning and architectural standards would apply to each neighborhood.

Test Fits
After the initial draft of the zoning were completed, the team tested potential build out on several typical lot sizes within each zoning district.

The ODDS provide building footprint and massing composition standards that are coordinated with the allowed architectural styles.

Neighborhood Atlas: Overview
Santa Barbara ODS — Work Group Meeting Two 28
Coast Village
Downtown
East Beach
East Mesa
Eastside
Hitchcock
Laguna
Lower East
Lower Riviera
Lower State
Lower West
Milpas
Oak Park
Upper East
Upper State
West Beach
West Downtown
West Mesa
Westside
Zoning Envelope Testing: 2121 Oak Park Lane
209'-10" x 155' (R-M)
Topic
• Text
• Text
• Text
Santa Barbara ODS — Work Group Meeting Two 19
* *
*solar access does not apply to this site
without open yard* with open yard*
Wow, Opticos tackled this
challenging problem very
thoroughly and effectively, and
created a document that achieved
something I was not sure was
possible."
City of Santa Barbara
Samples City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 39 EXHIBIT A ATTACHMENT 3

Objective Design and
Development Standards
San Anselmo, California | 2024
New Zoning and Architectural Standards Provide
Alternative Ministerial Path to Planning Approvals
The Town of San Anselmo hired Opticos Design Inc., to customize the Marin County ODDS Toolkit, a form-based code that Opticos developed for Marin County cities and towns. The intent of the ODS is to provide applicants and developers with a clear understanding of the Town's expectations for multi-family and commercial mixed-use developments. The ODS provide clear and effective standards to streamline review processes and enable more housing production.

Highlights

1. ODS standards address proposed Housing Element densities.

2. Opticos prepared visual simulations for five housing sites to demonstrate standards.

3. ODS standards for public frontage allow transition to existing frontage conditions.

4. Engagement with Planning Commission Subcommittee composed of two local architects.

Project Area + Context
Citywide - Properties zoned for
multi-family and commercial
mixed-use development
Degree of Change
Envisioned Transformative
Change
Products
Objective Design Standards
including site visualizations,
new zoning and architectural
standards
Status
Adopted
Reference
Heidi Scoble, Planning Director
Town of San Anselmo
415-258-4636
hscoble@townofsananselmo.
org
40 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Samples EXHIBIT A ATTACHMENT 3

Above: Town staff directed Opticos to test specific site development scenarios. The test results were used to refine the ODS standards.

Left: Existing buildings informed the Architectural standards.

Above and Right:

ODS standards focused on regulating
architecture and site design.

6. Encroachments
Encroachments into Minimum Setbacks
Encroachment Type Front Side St. Side10 Rear10
Architectural Features 2' max. 2' max. 1' max. 5' max.

Private Frontages P11 P11 X X
Patio Covers
X X
1' max. 5' max.

Stairs/Ramps P11 P11 1' max. 5' max.

Decks (Max. 3' Above
Grade)
X X
5' max. 2' max.

Ramps providing ADA or FHA visitability are allowed within setbacks but shall not encroach within public ROWs.

Fences, hedges, and other screen devices are allowed within setbacks as identified in Section 10-20.05.020 (Screening). 10 No encroachment allowed for Accessory Structures
11 See Subsection 2 of the selected private frontage type Encroachments into Public Right of Ways (ROW)
Upper story encroachments on front and side street require 8' min. of vertical clearance.

5. Building Placement
Setback (Distance from ROW/ Development Site Line)9
Front (Facade Zone)
Interior Development Site 10' min.; 15' max.

Corner Development Site 10' min.; 15' max.

Side Street (Facade Zone)
Primary Building 10' min.; 15' max.

Accessory Structure(s)
15' min.

Side
Primary Building
5' min.

Accessory Structure(s)
5' min.

Rear
Primary Building
15' min.

Accessory Structure(s)
5' min.

Building Facade
Facade Zone
Front St. Side St.

Façade Zone Defined by Primary
Building/Frontage (See Subsection
10-20.12.030.2)
70% min. 60% min.

Facade Design
All building facades shall be designed in compliance with Article 8 (Specific to Architectural Design).
9 Development sites with slopes ≥ 6% shall comply with
Section 10-20.05.050 (Slope Standards).

Key P = Allowed X = Not Allowed N/A = Not Applicable
Side Street
Front Street (Narrowest Side)
Front Street (Narrowest Side)
Side Street
max. min.
min.
max.
min. min.

ROW/ Dev't Site Line
Building Setback Line
Buildable Area
Acc. Structures Only
Facade Zone
Key
ROW/ Dev't Site Line
Setback Line
Encroachment Area
Key
21 Zones
Adoption Hearing Draft – June 09, 2023
Town of San Anselmo Objective Design and Development Standards 10-20.03.050: Neighborhood.Medium (N.M)

4. Building Form
Height
Primary Building5
Stories 3 max.

To Highest Eave/Parapet 26' max.

Overall 35' max.

Ground Floor Finish Level
Residential 6" min.6
Non-Residential 6" max.

Ground Floor Ceiling
Residential 9' min.

Non-Residential 12' min.

Accessory Structure(s)7 1 max.

Footprint
Max. Development Site
Coverage
See standards in Article 6
(Specific to Building Types)
Depth, Ground-Floor Space 20' min.8
5 See Article 6 (Specific to Building Types) for refinements to massing and height standards.
6 Common entries may be set at grade in compliance with local and federal accessibility standards.
7 Each accessory structure 120 sf max. and 8' max. height if located in required setback areas.
8 For habitable/occupiable space only

3. Building Types and Development Site Size
Allowed Building
Types
Development Site1 Standards
Width Depth
House-Scale
Ancillary Building2 N/A N/A 10-20.06.040
Duplex Side-by-Side 55' min. 110' min. 10-20.06.060
Neighborhood
Townhouse
18' min.3 100' min. 10-20.06.100
Neighborhood
Courtyard
70' min.4 150' min. 10-20.06.110
Multiplex 75' min. 110' min. 10-20.06.130
Block-Scale
Main Street Building 25' min. 100' min. 10-20.06.140
Each development site shall have only one primary building type. 1 Development sites of at least 3 acres or over 700' long or deep are required to include civic space and new street(s) per Article 10 (Specific to Large Sites).
2 The Ancillary Building is not a primary building type. 3 Represents one townhouse
4 For an L-shaped building; 100' min. for a U-shaped building ROW Line
Side Street
Front Street (Narrowest Side)
Interior
Development Site
Corner
Development Site Interior Development
Site
ROW Line
Key
ROW/ Dev't Site Line
Key
20 Zones
Adoption Hearing Draft – June 09, 2023
Town of San Anselmo Objective Design and Development Standards 10-20.03.050: Neighborhood.Medium (N.M)
10-20.03.050 Neighborhood.Medium (N.M)
General note: the illustrations above are intended to provide a brief overview of the zone and are descriptive in nature.

2. Sub-Zone(s)
None

1. Intent
A walkable neighborhood environment with medium-to-large footprint, moderateintensity housing choices, including mixed-use buildings with neighborhoodserving retail and services.

The following are generally appropriate form elements in the zone.

Mix of House-Scale and Block-Scale
Buildings
Duplex Side-by-Side, Neighborhood
Townhouse, Neighborhood Courtyard,
Multiplex, and Main Street Building Primarily Detached Buildings Medium-to-Large Building Footprint
Small Front Setbacks
Porch Projecting, Porch Engaged,
Dooryard, Shopfront and Terrace
Frontage Types
Small Side Setbacks
Up to 3 Stories
19 Adoption Hearing Draft – June 09, 2023
Town of San Anselmo Objective Design and Development Standards 100 Center/613 Sir Francis Drake Blvd | Site Test
NN
Sir Francis Drake Blvd.

Center Blvd.

Front Setbacks Proposed Required
Sir Francis Drake 5' 10' min., 15' max.

Center Blvd 10'-15' 10' min., 15' max.

Bridge Ave 10' 10' min., 15' max.

Bridge Ave.

A)
View 2
View 1
View 1
View 2
San Anselmo Final Site Visualizations — June 09, 2023 Opticos Design, Inc. © 2023 6 Testing Scenario: N.S Objective Design and
Development Standards Zone
Building Type Fourplex
Massing Type Sloped Roof Box (Hipped Option)
Occurrences
Height 2 stories (30')
Building, W x D 25' x 48' Main Body (2 Stories)
12' x 16' Wing (1 Story)
Building, Gross Area 2,600 sf
Building, Com'l Area 0 sf
Building, Coverage 22%
Front Building Setback 15'
Units, Total 4 du
Units, Average Size1 679 sf
Parking
Parking, Total Count 4 sp
Parking, Type Surface
Resultant Yields
Parking Ratio 1 sp per unit
Density 26.9 du/acre
FAR 0.42
W= Width; D= Depth
1Assumes circulation of 0% for Fourplex (no hallways).

N
58 Magnolia Ave | Site Test
Site Plan Key
Parking
Existing Grade
D)
View
Site Plan
Magnolia Avenue
San Anselmo Final Site Visualizations — June 09, 2023 Opticos Design, Inc. © 2023 13 Samples City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 41 EXHIBIT A ATTACHMENT 3

This page was intentionally left blank.
42 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Samples EXHIBIT A ATTACHMENT 3

Disclosure of Litigation
Opticos has neither been disciplined or censured by any regulatory body, nor, within the last five years, been involved in litigation or other legal proceedings relating to the provision of services.

Disclosure of Litigation City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 43 EXHIBIT A ATTACHMENT 3

References
44 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal References EXHIBIT A ATTACHMENT 3

ATTACHMENT 2 - REFERENCES

OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS CONSULTANT SERVICES *THIS FORM MUST BE PRINTED OUT, COMPLETED AND SUBMITTED WITH THE PROPOSAL* List three (3) references for work of a similar nature to the Services performed within the last five (5) years. Use additional sheets as necessary.

Reference No. 1.

Name of Agency Agency Address
Contact Name Contact Title
Contact Telephone Contact Email Address
Contract Amount
Reference No. 2.

Name of Agency Agency Address
Contact Name Contact Title
Contact Telephone Contact Email Address
Contract Period Contract Amount
(next page)
County of Marin, CA 3501 Civic Center Dr Ste 329, San Rafael, CA 94903 Jillian Nameth Zeiger Principal Manager
415-473-7549 [email protected]
6/22/21 - extended to 12/31/25 $442,462.49
Town of San Anselmo
Heidi Scoble
415-258-4636 [email protected]
Planning and Building Director
525 San Anselmo Avenue,
Second Floor
San Anselmo, CA 94960
2019-2023, adopted $153,000
Contract Period
Description of services performed including costs.

Prepared Objective Design and Development Standards Toolkit for 11 jurisdictions in Marin County. Also provided supporting services, ranging from architectural style documentation, site testing, and meeting facilitation.

References City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 45 EXHIBIT A ATTACHMENT 3

Description of services performed including costs.

Reference No. 3
Name of Agency Agency Address
Contact Name Contact Title
Contact Telephone Contact Email Address
Contract Period Contract Amount
Description of services performed including costs.

I hereby certify that the Consultant performed the work listed above.

Consultant Signature
Printed Name
Date
Facilitated 5 Technical Advisory Committee workshops with member jurisdictions.

Prepared Handbook of ODDS showing the reason for certain standards, when to consider applying certain standards, downloadable graphics, diagrams, and standards and provisional numerical values, plus editable files for jurisdictions to customize for their needs.

Metropolitan Transportation Committee (MTC)
Association of Bay Area Governments (ABAG)
Bay Area Metro Center
375 Beale St, Ste 800, San Francisco, CA 94105
Ada Chan Regional Manager, Regional Planner
415-820-7958 [email protected]
9/20/22 - 4/30/24 $400,000
The Town of San Anselmo hired Opticos Design Inc., to customize the Marin County ODDS Toolkit, a form-based code that Opticos developed for Marin County cities and towns.
3/21/25
Karen Parolek, Its President
46 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal References EXHIBIT A ATTACHMENT 3

Insurance Coverage
Insurance Coverage City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 47 EXHIBIT A ATTACHMENT 3

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) 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).

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.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

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. $
$
$
$ PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOS ONLY AUTOS

NON-OWNED

OWNED SCHEDULED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER

OTH- STATUTEPER
(MM/DD/YYYY) LIMITS POLICY EXP (MM/DD/YYYY)

POLICY EFF LTR TYPE OF INSURANCE POLICY NUMBER INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $
AGGREGATE $
$
OCCUR

CLAIMS-MADE
DED RETENTION $
PRODUCTS - COMP/OP AGG $
GENERAL AGGREGATE $
PERSONAL & ADV INJURY $
MED EXP (Any one person) $
EACH OCCURRENCE $

DAMAGE TO RENTED
PREMISES (Ea occurrence) $

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PROJECT LOC

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
7/18/2024
AssuredPartners Design Professionals Insurance Services, LLC 3697 Mt. Diablo Blvd Suite 230
Lafayette CA 94549
Karen Maldonado
626-696-1899
[email protected]
License#: 6003745 XL Specialty Insurance Company 37885
OPTIDES-02 Travelers Property Casualty Company of America 25674 Opticos Design, Inc.
2100 Milvia Street, Suite 125
Berkeley CA 94704
The Travelers Indemnity Company of Connecticut 25682
2127007875
C X 2,000,000
X 1,000,000
X Contractual Liab 10,000
Included 2,000,000
4,000,000
X
Y Y 6801H486252 8/16/2024 8/16/2025
4,000,000
C 1,000,000
X X
X NoOwned Auto
Y Y BA0S474363 8/16/2024 8/16/2025
B X X 1,000,000 Y Y CUP9F054182 8/16/2024 8/16/2025
1,000,000
X 0
B Y UB7J712856 8/16/2024 8/16/2025 X
1,000,000
1,000,000
1,000,000
A Professional Liability DPR5027561 4/10/2024 4/10/2025 Per Claim Aggregate Limit $2,000,000
$2,000,000
Insured owns no company vehicles; therefore, hired/non-owned auto is the maximum coverage that applies. The Umbrella Policy is follow form to its underlying Policies: General Liability/Auto Liability/Employers Liability.

Proof of coverage(s) for use on proposals. An Actual certificate will be issued at the request of the above Named Insured. 30 Day Notice of Cancellation
*Evidence of Insurance*
48 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Insurance Coverage EXHIBIT A ATTACHMENT 3

$
$
$
$
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

TOTAL AGGREGATE LIMIT OTHER THAN PROJECTS

AND DESIGNATED PROJECT AND LOCATION

AGGREGATE LIMITS
POLICY NUMBER:

COMMERCIAL GENERAL LIABILITY
ISSUE DATE:

This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE – LIMITS OF INSURANCE AND DESIGNATED PROJECTS AND LOCATIONS

LIMITS OF INSURANCE
Total Aggregate Limit
(Other Than Projects and Products-Completed Operations) Designated Location Aggregate Limit
(Other Than Products-Completed Operations)
Designated Project Aggregate Limit
(Other Than Products-Completed Operations)
General Aggregate Limit
(Other Than Products-Completed Operations)
Designated Projects:

Designated Locations:

PROVISIONS
CG D4 69 02 19 Page 1 of 3
Includes copyrighted material of Insurance Services Office, Inc. with its permission. © 2017 The Travelers Indemnity Company. All rights reserved.

Each "project" for which you have agreed, in a written contract which is in effect during this policy period, to provide a separate General Aggregate Limit, provided that the contract is signed by you before the "bodily injury" or "property damage" occurs.

All locations listed in Item 3. of the Common Policy Declarations or in any Master Pac Account Exposure Endorsement included in this policy.

1. The General Aggregate Limit (Other Than
Products-Completed Operations) shown in the
Declarations is replaced by the Limits of
Insurance shown in the Schedule – Limits Of
Insurance And Designated Projects And
Locations.

2. The following replaces Paragraph 1. of SECTION
III – LIMITS OF INSURANCE:

1. The Limits of Insurance shown in the
Declarations or the Schedule – Limits Of
Insurance And Designated Projects And
Locations, whichever apply, and the rules
below fix the most we will pay regardless of
the number of:
a. Insureds;
b. Claims made or "suits" brought;
4,000,000
4,000,000
4,000,000
4,000,000
680-1H486252 07/02/2024
Insurance Coverage City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 49 EXHIBIT A ATTACHMENT 3

COMMERCIAL GENERAL LIABILITY

Includes copyrighted material of Insurance Services Office, Inc. with its permission.

CG D4 69 02 19
c. Persons or organizations making claims
or bringing "suits"; or
d. "Projects" or "locations".

3. The following replaces Paragraph 2. of SECTION
III – LIMITS OF INSURANCE:

2. a. The Total Aggregate Limit shown in the
Schedule – Limits Of Insurance And
Designated Projects And Locations is the
most we will pay for the sum of all
amounts under the Designated Location
Aggregate Limit and all amounts under
the General Aggregate Limit. This
includes:
(1) Damages under Coverage A, except
damages because of "bodily injury" or
"property damage" included in
the "products-completed operations
hazard";
(2) Damages under Coverage B; and
(3) Medical expenses under Coverage C.
b. The Designated Project Aggregate Limit
shown in the Schedule – Limits Of
Insurance And Designated Projects And
Locations applies and is further subject to
all of the following provisions:
(1) The Designated Project Aggregate
Limit is the most we will pay for the
sum of:
(a) Damages under Coverage A
because of "bodily injury" and
"property damage" caused by
"occurrences"; and
(b) Medical expenses under
Coverage C for "bodily injury"
caused by accidents;
that can be attributed only to
operations at a single "project".
(2) The Designated Project Aggregate
Limit applies separately to each
"project".
(3) The Designated Project Aggregate
Limit does not apply to damages
because of "bodily injury" or "property
damage" included in the "productscompleted operations hazard".

Instead, the Products-Completed
Operations Aggregate Limit
described in Paragraph 3. below
applies to such damages.
(4) The Designated Project Aggregate
Limit does not apply to damages
under Coverage B. Instead, the
General Aggregate Limit described in
Paragraph 2.d. below applies to such
damages.
(5) Any payments made for damages or
medical expenses to which the
Designated Project Aggregate Limit
applies will reduce the Designated
Project Aggregate Limit for the
applicable "project". Such payments
will not reduce the Total Aggregate
Limit, the General Aggregate Limit
described in Paragraph 2.d. below,
the Designated Project Aggregate
Limit for any other "project" or the
Designated Location Aggregate Limit.
c. Subject to the Total Aggregate Limit
described in Paragraph 2.a. above, the
Designated Location Aggregate Limit
shown in the Schedule – Limits Of
Insurance And Designated Projects And
Locations applies and is further subject to
all of the following provisions:
(1) The Designated Location Aggregate
Limit is the most we will pay for the
sum of:
(a) Damages under Coverage A
because of "bodily injury" and
"property damage" caused by
"occurrences"; and
(b) Medical expenses under
Coverage C for "bodily injury"
caused by accidents;
that can be attributed only to
operations at a single "location".
(2) The Designated Location Aggregate
Limit applies separately to each
"location".
(3) The Designated Location Aggregate
Limit does not apply to damages
because of "bodily injury" or "property
damage" included in the "productscompleted operations hazard".

Instead, the Products-Completed
Operations Aggregate Limit
described in Paragraph 3. below
applies to such damages.
(4) The Designated Location Aggregate
Limit does not apply to damages
under Coverage B. Instead, the
General Aggregate Limit described in
50 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Insurance Coverage EXHIBIT A ATTACHMENT 3

COMMERCIAL GENERAL LIABILITY
CG D4 69 02 19 © 2017 The Travelers Indemnity Company. All rights reserved. Page 3 of 3 Includes copyrighted material of Insurance Services Office, Inc. with its permission.

Paragraph 2.d. below applies to such
damages.
(5) Any payments made for damages or
medical expenses to which the
Designated Location Aggregate Limit
applies will reduce:
(a) The Total Aggregate Limit; and
(b) The Designated Location
Aggregate Limit for the applicable
"location".

Such payments will not reduce the
General Aggregate Limit described in
Paragraph 2.d. below, the
Designated Project Aggregate Limit
or the Designated Location
Aggregate Limit for any other
"location".
d. Subject to the Total Aggregate Limit
described in Paragraph 2.a. above, the
General Aggregate Limit shown in the
Schedule – Limits Of Insurance And
Designated Projects And Locations
applies and is further subject to all of the
following provisions:
(1) The General Aggregate Limit is the
most we will pay for the sum of:
(a) Damages under Coverage A
because of "bodily injury" and
"property damage" caused by
"occurrences", and medical
expenses under Coverage C for
"bodily injury" caused by
accidents, that cannot be
attributed only to operations at a
single "project" or a single
"location"; and
(b) Damages under Coverage B.
(2) The General Aggregate Limit does
not apply to damages for "bodily
injury" or "property damage" included
in the "products-completed operations hazard". Instead, the Products-Completed Operations
Aggregate Limit described in
Paragraph 3. below applies to such
damages.
(3) Any payments made for damages or
medical expenses to which the
General Aggregate Limit applies will
reduce:
(a) The Total Aggregate Limit; and
(b) The General Aggregate Limit.

Such payments will not reduce the
Designated Project Aggregate Limit
for any "project" or the Designated
Location Aggregate Limit for any
"location".

4. The following replaces Paragraph 3. of SECTION
III – LIMITS OF INSURANCE:

3. The Products-Completed Operations Aggregate Limit shown in the Declarations is the most we will pay under Coverage A for
damages because of "bodily injury" or
"property damage" included in the "productscompleted operations hazard". Any payments made for such damages will not reduce the
Total Aggregate Limit, the General Aggregate
Limit, the Designated Project Aggregate Limit
for any "project" or the Designated Location
Aggregate Limit for any "location".

5. The following is added to the DEFINITIONS
Section:
"Location" means any designated location shown
in the Schedule – Limits Of Insurance And
Designated Projects and Locations that is owned
by or rented to you. For the purposes of
determining the applicable aggregate limit of
insurance, each "location" that includes a
premises involving the same or connecting lots,
or premises whose connection is interrupted only
by a street, roadway or waterway, or by a right-ofway of a railroad, will be considered a single "location".
"Project" means any designated project shown in
the Schedule – Limits Of Insurance And
Designated Projects And Locations that is away
from premises owned by or rented to you and at
which you are performing operations pursuant to
a contract or agreement. For the purposes of
determining the applicable aggregate limit of
insurance, each "project" that includes a premises
involving the same or connecting lots, or
premises whose connection is interrupted only by
a street, roadway or waterway, or by a right-ofway of a railroad, will be considered a single "project".

Insurance Coverage City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 51 EXHIBIT A ATTACHMENT 3

DATE OF ISSUE: Page of
CG T8 01 08 24
07/02/2024 1 1
52 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Insurance Coverage EXHIBIT A ATTACHMENT 3

DATE OF ISSUE: Page of
CG T8 02 08 24
07/02/2024 1 1
Insurance Coverage City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 53 EXHIBIT A ATTACHMENT 3

Policy # 6801H486252
54 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Insurance Coverage EXHIBIT A ATTACHMENT 3





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Policy # 6801H486252
Insurance Coverage City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 55 EXHIBIT A ATTACHMENT 3

COMMEA RCI L AUTO
THIS ENDORSEMENT CHANGES TEH POLICY. PL ASE E READ IT CAREFULLY.

BLANKET ADDITIONAL INSURED
This n n oi sn e dorseme tm d fie i surance provi t ol w ded under he f lo ing:

BUSIS U CE O NE SA TO OV RAGE F RM

MO R RE E G O TO CA RI R COV RA EF RM
The folw s lo ing i added to Paragraph c. in A.1., Who between you and that person or organization, that is Is An Insured, of SECTION II COVR TS E ED AU O sig u fr ned by yo be oe the "bodil" r y injury or "prope ty LI LT V R ABI I Y CO E AGE in the BUSINEO SS AUT dama" s ge occur and that is in effcet during the policy COVERAGE FORM and Paragraph e. in A.1., Who Is period, to name as an additional insured fore Cov red An Insured, of SECTION II COV TS ERED AU O Autosi e Liabil ty Cov rage, but onr a ly fo dam ges to LI LT V ABI I Y CO ERAGE in the MOTOR CARRIER which this insurance appliesd an only to the extf ent o COVERAGE FORM, whichevev r Co erage Form is that person r r in 's oo ganizat o 's liabi r n il ty fo the co duct par f o c: to y ur poli y ofhs anot er "in ured".

Thisn u s n z i cl de any perso or organi ation who you are reqr r ui ed unde a written contrc r r m at o ag ee ent CA T0 4 37 2 16 © 2016 The Travelers Indemnity Company. All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc. with its permission.

Policy: BA0S474363
56 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Insurance Coverage EXHIBIT A ATTACHMENT 3

COMMERCIAL AUTO
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

BLANKET WAIVER OF SUBROGATION
This endorsement modifies insurance provided under the following:

AUTO DEALERS COVERAGE FORM

BUSINESS AUTO COVERAGE FORM

MOTOR CARRIER COVERAGE FORM
The following replaces Paragraph A.5., Transfer of required of you by a written contract executed Rights Of Recovery Against Others To Us, of the prior to any "accident" or "loss", provided that the CONDITIONS Section: "accident" or "loss" arises out of the operations

5. Transfer Of Rights Of Recovery Against Oth- contemplated by such contract. The waiver apers To Us plies only to the person or organization desigWe waive nated in such contract. any right of recovery we may have against any person or organization to the extent
CA T3 40 02 15 © 2015 The Travelers Indemnity Company. All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc. with its permission.

Policy # BA0S474363
Insurance Coverage City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 57 EXHIBIT A ATTACHMENT 3

WORKERS COMPENSATION
AND

EMPLOYERS LIABILITY POLICY
ENDORSEMENT WC 99 03 76 ( A)
POLICY NUMBER:

WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS

ENDORSEMENT CALIFORNIA
(BLANKET WAIVER)
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule.

The additional premium for this endorsement shall be % of the California workers' compensation premium.

Schedule
Person or Organization Job Description
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated.
(The information below is required only when this endorsement is issued subsequent to preparation of the policy.)
Insurance Company Countersigned by
DATE OF ISSUE: Page 1 of 1
Any Person or organization for which the insured has agreed by written contract executed prior to loss to furnish this waiver.

UB7J712856
Travelers Property Casualty Company of America
7/18/2024
58 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Insurance Coverage EXHIBIT A ATTACHMENT 3

Fee Schedule
Fee Schedule City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 59 EXHIBIT A ATTACHMENT 3

This section provides a description of the expected budget for the work described for Objective Design Standards Consultant Services in the RFP.

A summary cost table is included on the next page, providing totals by task as described in our detailed work plan. A detailed cost table with details of personnel hours can be provided upon request.

Additional Terms for Budget

1. Budget does not include rental or purchasing fees for space or equipment for workshops, charrettes and other meetings. (Consultant to bring computers and drafting supplies.) Consultant will not be responsible for any such planning or expenses.

2. Budget does not include food for participants other than the design team for workshops, charrette and working sessions.

3.Budget does not include postage associated with public outreach and marketing.

4.Budget does not include installation of any and all public outreach media including but not limited to banners and signage.

5. In the interest of environmental considerations, the consultant will provide a PDF file of each deliverable unless otherwise specified.

6.Client shall be paid on a fee basis for performance of services under this agreement in accordance with the table above.

Any additional tasks performed outside of those specified in the Proposed Work Plan, such as attending additional meetings or completing additional revisions beyond the hours or number of revisions in the Detailed Plan of Work, will be compensated at the hourly rates listed in the table below. Rates shall increase by five percent (5%) on January 1 of each calendar year.

Rates Schedule
Preliminary Fee Schedule
Position at Opticos Design - 2025 Hourly Rate
Managing Principal $350
Principal $315
Senior Associate $260
Associate II $235
Associate I $210
Senior Designer $195
Designer $185
60 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Fee Schedule EXHIBIT A ATTACHMENT 3

Proposed Budget

PROPOSED WORK PLAN FEES
Task 1 Project Startup & Management $19,970

1.1 Project Startup & Kickoff Meeting $2,290

1.2 Coordination calls with City (12) $10,860

1.3 Administration & Quality Control $6,820
Task 2 Targeted Community Engagement $21,810

2.1 Working Session #1: Key Projects & Outcomes $1,810

2.2 Local Industry Roundtable Meeting #1 $2,240

2.3 Planning Commision Study Sessions (2 virtual) $3,750

2.4 Community Meeting (1 in person) $14,010
Task 3 Research $24,340

3.1 Field Visit and Microscale Documentation $17,700

3.2 Review of Background Documents and Key Projects $4,830

3.3 Working Session #2: Findings and Recommendations $1,810 Task 4 Objective Design Standards for ADUs $35,010

4.1 Outline + Style Sheet for ODDS for ADUs $1,770

4.2 Administrative Draft ODDS for ADUs $16,320

4.3 Public Draft ODDS for ADUs $11,100

4.4 Working Session #3: Public Draft ODDS for ADUs $1,810

4.5 Final ODDS for ADUs, as adopted $4,010
Task 5 Objective Design Standards forMixed-use + Multi-family $69,030

5.1 Outline + Style Sheet for ODDS for MU+MF $1,380

5.2 Administrative Draft ODDS for MU+MF $36,840

5.3 Public Draft ODDS for MU+MF $21,500

5.4 Working Session #3: Public Draft ODDS for MU+MF $1,810

5.5 Final ODDS for MU+MF, as adopted $7,500
Task 6 Public Meetings $6,720

6.1 Meeting Attendance & Support (2 in-person) $6,720
Expenses $3,120
Total Base Scope of Work (not including Optional Tasks) $180,000 Optional Tasks
A. Local Industry Roundtable #2 $4,000
B. Additional Architectural Style (each) $15,000
C. Site Test & Visualization (each) $10,000
D. Project Review Testing (each) $5,000
E. Screencheck Draft ODDS (each) $15,000
F. ODDS Checklist (each) $10,000
Fee Schedule City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 61 EXHIBIT A ATTACHMENT 3

EXHIBIT A ATTACHMENT 3

Appendix
EXHIBIT A ATTACHMENT 3

Detailed Work Plan
Task 1. Project Startup & Management
Opticos’ project management is characterized by a highly collaborative approach founded on open communication
and accessible project information. Working closely with you, we will manage the process and efficiently pivot as needed to accommodate change.

1.1 Project Startup & Kickoff Meeting. Opticos will
prepare for and facilitate a virtual meeting with City staff to kick off the project and confirm project goals, finalize schedules and deliverables, establish protocols for
communication, share project information, and coordinate project tasks. This can be an opportunity to refine the scope, consider optional/additional tasks, and discuss
outreach goals. The Kickoff Meeting and Working Session #1 (Task 2.1) will be the initial meetings with staff.

1.2 Coordination calls with City. Opticos will establish a schedule for regular team check-in calls using video
conference (biweekly and as needed, up to 12) with City staff. Agendas will be available beforehand, and meeting notes will be shared through a cloud file-sharing system.

1.3 Administration & Quality Control. Opticos will
manage the project to stay on schedule, within scope
and budget, and maintain quality assurance. Meeting
notes, including action items and deliverable dates, will be provided within the week of the meeting. Progress reports will be provided monthly, including a regularly updated project schedule and invoices.

Task 1 Deliverables
• Kickoff meeting agenda and meeting notes (PDF)
• Coordination meeting agenda and meeting notes
(PDF)
• Monthly invoice, including progress report
Requests for City staff:
• Support in scheduling kickoff meeting and recurring
coordination meetings
This section describes our proposed tasks to successfully complete the work defined in the RFP, and refined with City staff. For each task, we have identified deliverables and requests for City staff.

Task 2. Targeted Community Engagement
Meaningful input from the community and decisionmakers throughout the project process is key to the success of the ODDS.

2.1 Working Session #1: Key Projects & Outcomes.

Early in the project process, Opticos will facilitate a virtual one-hour working session with City staff to hear about key projects and gain insight on what is seen as effective and what needs to be addressed for improvement. This can be in the standards for entire buildings or certain elements of a building.

2.2 Local Industry Roundtable Meeting (1). In
collaboration with City staff, Opticos will prepare for and facilitate a one-hour virtual roundtable meeting with
local design and development industry professionals.

This meeting will seek input and feedback from local
designers, developers, builders, and realtors to receive feedback on the Public Draft ODDS for both ADUs and
Mixed-use+Multi-family. We will work with City staff to identify local professionals for the meeting.

2.3 Planning Commission Study Sessions (2). In
coordination with City staff, the Opticos team will prepare for and facilitate two virtual study sessions with the
Planning Commission.

The first Study Session will be to review and gain feedback from the Planning Commission on the Public Draft
ODDS for ADUs. The second Study Session will be to
review and gain feedback on the Public Draft ODDS for
Mixed-use+Multi-family.

2.4 Community Meeting (1). Two Opticos members will
facilitate one in-person community meeting to present
and receive feedback on the Public Draft ODDS for
both ADUS and Mixed-use+Multi-family. We are open to
your ideas on how to structure this meeting; initially, we propose these meetings as "Open House" format with a
presentation and discussion portion at the beginning for attendees to ask questions, present ideas, and use in their review of the Open House materials posted on the walls of the venue.
64 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Appendix EXHIBIT A ATTACHMENT 3

2. Key Projects. Using the following questions, Opticos will review up to nine representative sets of plans for accessory dwelling units (three plans), multi-family
residential (three plans) and mixed-use residential
projects (three plans) to gain insight and clarity of
standards compared to outcomes:
• How are the current standards being interpreted and
applied by project designers and developers?
• Are there gaps in what the standards intend versus what complies with them?

3.3 Working Session #2: Findings and
Recommendations. The Opticos team will facilitate a
one-hour virtual working session with City staff to discuss the findings and recommendations from Tasks 3.1 and 3.2 Task 3 Deliverables
• Summary of Task 3 Findings (Memo; up to 10 pages)
• Working Session agenda and notes (PDF)
Requests for City staff:
• Provide Opticos team with up to nine projects that
include key desired outcomes and outcomes to be
avoided
• Timely response to data request
Task 4. Objective Standards for ADUs
The Opticos team will work closely with City staff to
prepare ODDS for ADUs.

4.1 Outline + Style Sheet for ODDS for ADUs. Opticos
will prepare an outline to show the proposed content and organization specific to ODDS for Accessory Dwelling
Units (ADUs). Included with this outline will be a style sheet that demonstrates the proposed look and feel of the ODDS documents, including example page layouts, fonts,
colors, and numbering. Efforts will be made to identify a style and layout that could double as a "checklist" for applicants and reviewers to make the document as userfriendly, as possible.

4.2 Administrative Draft ODDS for ADUs. Opticos will
develop form-based ODDS specific to ADUs, including
diagrams and tables, that clearly communicate design
intent and requirements for building and architectural
design. The ODDS will include standards for up to three architectural styles consistent with the prevalent styles found from Task 3.1.

Task 2 Deliverables
• Engagement preparation and facilitation, including
materials and summary notes for community
meetings (PDF)
Requests for City staff:
• Support in planning logistics and attendance at
events by key City staff
Task 3. Research
The Opticos team will establish an understanding
of Carmel-by-the-Sea from a physical and design
perspective and a policy and regulatory perspective. This research will help in the targeted community engagement and in preparing the ODDS.

3.1 Field Visit and Microscale Documentation. Opticos
will coordinate with City staff to prepare for and facilitate an in-person tour of key areas and projects. We will also prepare microscale documentation by measuring and
photographing key and representative projects and design elements. This information will directly inform the new ODDS with Carmel's "DNA."
Opticos will identify the range of styles in Carmel-by-theSea and the prevalent style(s). We will prepare a diagram of sub-areas annotated with a range of styles, prevalent styles, and any character-defining architectural elements.

We will use this information in the targeted community
engagement to ask the following questions, among
others:
• Which styles are preferred by the community?
• Where does the community think it important to
regulate architectural style?
• Are there certain architectural elements, independent of style, that are preferred?

3.2 Review of Background Documents and Key
Projects.

1. Background Documents. Opticos will review the
General Plan's Land Use & Community Character
Element and current Design Guidelines to understand
the policy direction for what the objective design
standards are to allow or require. We will also review
the Local Coastal Plan and applicable chapters of the
Carmel Municipal Code to identify how the ODDS can
be incorporated without conflict.

Appendix City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 65 EXHIBIT A ATTACHMENT 3

We will ensure that the document complies with
applicable State laws and enables streamlined review by providing clear and measurable standards. The document
will be designed to convey detailed information in a
graphically rich, user-friendly format.

4.3 Public Draft ODDS for ADUs. Based on input and
direction on Administrative Draft ODDS, Opticos will
prepare and submit the Public Draft ODDS specific to
ADUs to the City for review and discussion at Planning
Commission and City Council hearings and for distribution to the general public for review and comment.

4.4 Working Session #3: Public Draft ODDS for ADUs.

Opticos will schedule a one-hour virtual working session with City staff to discuss feedback on the Public Draft ODDS for ADUs, confirm edits for the Final ODDS for
ADUs, and discuss the Outline for ODDS for multi-family and mixed-use buildings.

4.5 Final ODDS for ADUs, as adopted. Upon adoption of
the ODDS for ADUs, Opticos will prepare final revisions to the ODDS to reflect the City Council’s final actions.

Task 4 Deliverables
• Outline + Style Sheet (PDF)
• Agenda + Meeting Summary for Working Session
• Administrative Draft, Public Draft, and Final ODDS
(IND & PDF file formats)
Requests for City staff:
• Timely review of drafts and consolidated comments
• Attendance at working session
Task 5. Objective Standards for MU+MF
Along with lessons learned in developing ODDS for
ADUs, the Opticos team will work closely with City staff to prepare the ODDS for mixed-use and multi-family
(MU+MF) projects.

5.1 Outline + Style Sheet for ODDS for MU+MF. Opticos
will prepare an outline to show the proposed content
and organization specific to ODDS for MU+MF projects.

Included with this outline will be a style sheet that
demonstrates the proposed look and feel of the ODDS
documents, including example page layouts, fonts, colors, and numbering. If appropriate, this could follow the layout and style used for ODDS for ADUs.

5.2 Administrative Draft ODDS for MU+MF. Opticos will
develop form-based ODDS specific to multi-family and
mixed-use projects, including diagrams and tables, that clearly communicate design intent and requirements for
building and architectural design. The Administrative Draft ODDS for MU+MF will include standards for up to three
architectural styles consistent with the prevalent styles found from Task 3.1.

We will ensure that the document complies with
applicable State laws and enables streamlined review by providing clear and measurable standards. The document
will be designed to convey detailed information in a
graphically rich, user-friendly format.

5.3 Public Draft ODDS for MU+MF. Based on input
and direction on Administrative Draft ODDS for MU+MF,
Opticos will prepare and submit the Public Draft ODDS
specific to multi-family and mixed-use projects for to the City for review and for discussion at Planning Commission and City Council hearings and for distribution to the
general public for review and comment.

5.4 Working Session #4: Public Draft ODDS for MU+MF.

Opticos will schedule a one-hour virtual working session with City staff to discuss feedback on the Public Draft ODDS for MU+MF and confirm edits for the Final ODDS for MU+MF.

5.5 Final ODDS for MU+MF, as adopted. Upon adoption
of the Public Draft ODDS for MU+MF, Opticos will prepare final revisions to the ODDS to reflect the City Council’s final actions.

Task 5 Deliverables
• Administrative Draft, Public Draft, and Final ODDS
(IND & PDF file formats)
Requests for City staff:
• Timely review of drafts and consolidated comments
Task 6. Public Meetings

6.1 Meeting Attendance & Support (2). One member of
the Opticos team will attend up to two public meetings
in person during the ODDS adoption process. We will
support City staff in preparing for the meetings and will make presentations at the meetings at the City’s request. 66 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Appendix EXHIBIT A ATTACHMENT 3

Task 6 Deliverables
• In-person attendance at public meetings (up to
two total), including support to City staff in the
preparation of materials and reports
Requests for City staff:
• Review and direction on draft presentation materials
Optional Tasks
Optional Task A. Additional Architectural Style.

Opticos will prepare standards for an architectural style in addition to those provided in this proposed work plan.

The additional style is assumed to be one that Opticos
has previously regulated. If it is not one that we have previously regulated, we will need more information from the City to provide a fee estimate.

Optional Task B. Site Test & Visualization. Using
standards from the Administrative Draft ODDS (for ADUs
or MU+MF), we will conduct tests on representative or
opportunity sites for physical compatibility with the
existing context. The test will be used to understand if the design outcomes indicate any gaps in the draft standards.

This information will be used to refine the Public Draft ODDS.

Opticos will prepare up to two site visualizations for each site test. The visualizations will illustrate a typical level of information and detail as regulated by the Administrative Draft ODDS.

Optional Task C. Project Review Testing. We will test
project applications (recently approved or under review) using the Administrative Draft ODDS (for ADUs or MU+MF) to gain insight into the project review process and to
understand how those projects do or do not meet the
draft standards. Findings from the project review testing will be used to refine the Public Draft ODDS.

Optional Task D. Screencheck Draft ODDS. Opticos
will prepare and submit to City staff for internal review a Screencheck Draft of the ODDS (for ADUs or MU+MF) that
addresses the comments received on the Administrative
Draft ODDS.

Optional Task E. ODDS Checklist. In the event that the
ODDS cannot be formatted as a checklist, Opticos will
prepare a standalone checklist document or interactive
checklist for the Final ODDS (for ADUs or MU+MF). The
checklist will be created to ensure that both applicants and staff can easily understand the requirements for
projects eligible for ministerial approval under State law and the City Code.

Appendix City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 67 EXHIBIT A ATTACHMENT 3

Opticos Design, Inc.
2100 Milvia Street, Suite 125
Berkeley, California 94704
510.558.6957
[email protected]
In 2007, Opticos became a founding B
Corporation, establishing a triple bottom
line of social, economic, and environmental
responsibility.

We look
forward to
speaking with
you.

EXHIBIT A ATTACHMENT 3

City of Carmel-by-the-Sea

REQUEST FOR PROPOSALS

OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS

CONSULTANT SERVICES
Objective Design and Development Standards(ODDS) for Qualifying Accessory Dwelling Units, Multi-Family Residential, and Mixed-Use Residential Projects
Date Issued:

Wednesday, December 18, 2024
Submittal Deadline:

Monday, February 3, 2025, at 5:00 P.M.

Issued By: City of Carmel-by-the-Sea
Community Planning & Building Department
Monte Verde 4 SE Ocean Avenue
PO Box CC
Carmel-by-the-Sea, CA 93921
www.ci.carmel.ca.us
ATTACHMENT 4

Table of Contents
A. Purpose............................................................................................................................ 4 B. Overview.......................................................................................................................... 4 C. Minimum Qualifications .................................................................................................. 5 D. General Provisions and Requirements............................................................................. 6 E. Scope of Services............................................................................................................. 6 F. Proposal Format and Submittal Requirements................................................................ 7 G. Evaluation Process........................................................................................................... 9 H. Proposal Evaluation Criteria........................................................................................... 10 I. Oral Interview (if necessary).......................................................................................... 11 J. Additional Information................................................................................................... 11 K. Attachments.................................................................................................................. 13 ATTACHMENT 1 - CONFLICT OF INTEREST STATEMENT ........................................................ 14 ATTACHMENT 2 - REFERENCES.............................................................................................. 16 ATTACHMENT 3 - STATEMENT REGARDING INSURANCE COVERAGE AND WORKER’S COMPENSATION INSURANCE ACKNOWLEDGMENT CERTIFICATE ......................................... 18 ATTACHMENT 4 - CITY OF CARMEL-BY-THE-SEA STANDARD CONSULTANT SERVICES AGREEMENT ............................................................................................................................................... 19

ATTACHMENT 4

Proposals Due: Monday, February 3, 2025, at 5:00 pm.

Consultants may view and download this RFP electronically from the City’s website at www.ci.carmel.ca.us. Consultants are responsible for checking the City’s website for any updates and addenda related to this RFP. For any questions or assistance, please reach out to the City’s contact: [email protected].

Schedule of Activities: The City reserves the right to amend the schedule below as necessary.

RFP released December 18, 2024
Deadline for Questions Submitted (5:00 p.m.) January 17, 2025 Proposal Submission Deadline (5:00 p.m.) February 3, 2025 Proposal Evaluation February 17, 2025
Consultant Interviews/Presentations (if necessary) Week of February 17, 2025 Contract Negotiations and Execution Week of February 24, 2025 City Contact: For all questions related to the RFP, email the City’s Contact listed below:

Marnie R. Waffle, AICP, Principal Planner
City of Carmel-by-the-Sea
Community Planning & Building Department
PO Box CC
Carmel-by-the-Sea, CA 93921
(831) 620-2057
[email protected]
ATTACHMENT 4

OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS

CONSULTANT SERVICES
A. Purpose

The City of Carmel-by-the-Sea (City) is seeking proposals from qualified professional consultants to develop objective design and development standards for qualifying accessory dwelling units, multifamily residential, and mixed-use residential projects. Consultants may either be individuals or firms.

B. Overview

The City of Carmel-by-the-Sea is one-square-mile with a population just over 3,000 people. Carmel is a coastal village located wholly within the coastal zone and is known internationally for its white sand beach, quaint downtown, and charming architecture. Incorporated in 1916, Carmel is a community founded by artists and writers. The absence of formal sidewalks in the residential district contributes to the forest character of the village which also contains over 80 acres of parkland.

While Carmel is primarily a residential community, the commercial district boasts over 800 businesses providing a wide array of products and services. It is a world-renowned destination with numerous hotels, restaurants, and shops, art galleries, theatres and music venues. Over 300 buildings are listed on the local historic inventory.

The City is seeking a Consultant to develop objective design and development standards for accessory dwelling units, multi-family residential, and mixed-use residential projects. The standards should honor the architectural history and diversity of the village. The integration of new buildings should respect the scale and character of the village. Particular attention should be given to high-quality building design, architectural style, massing, and height transitions.

Objective design review standards are defined under State law as, “standards that involve no personal or subjective judgement by a public official and are uniformly verifiable by reference to an external and uniform benchmark or criterion available and knowable by both the development applicant or proponent and the public official prior to submittal” (California Government Code, Section 65913.4).

Carmel’s current Residential Design Guidelines and Commercial Design Guidelines were adopted by the City Council in the early 2000’s, and can be found at:
https://ci.carmel.ca.us/post/design-studyreview-process, under Design Guidelines The Carmel General Plan also includes a Land Use & Community Character Element which can be found at: https://ci.carmel.ca.us/post/general-plan
ATTACHMENT 4

Consultants are encouraged to review existing policies and guidelines to understand the qualities and architectural heritage of the village. The City is establishing objective design and development standards to:
• Comply with recent State housing legislation.
• Implement streamlined and ministerial review processes for qualifying housing projects. • Ensure that qualifying projects align with the City’s architectural heritage. • Provide a set of clear criteria to guide development. • Establish an objective framework by which a qualifying project will be evaluated.

This is an implementing program of the City’s 6th cycle housing element adopted by the City Council and certified by the State Department of Housing and Community Development in April 2024.

C. Minimum Qualifications

The city is seeking proposals from Consultants with the following minimum qualifications including work experience in coastal areas with unique architectural character:

1. All Consultants must demonstrate that they meet the qualifications set forth in this RFP.

2. Consultants shall identify all key personnel, and each must meet the qualifications set forth in this RFP.

3. Consultants must demonstrate hands-on experience with the development of objective design and development standards.

4. Consultants must have strong communication skills and the ability to communicate effectively with the community and decision makers.

5. Consultants must demonstrate that they have no connection to the city and its staff that could impact their performance of services.

6. All Consultants shall provide at least three references.

The selected Consultant shall have knowledge of the California Coastal Act and Local Coastal Plans, and experience in preparing planning documents, including objective design and development standards, design guidelines, development regulations, and municipal code amendments. The selected Consultant should have the following knowledge and experience:
• Development of objective standards related to high-quality building design, architectural style, and height transitions.
• Experience in preparing design guidelines, objective design standards, and similar planning documents.
• Knowledge of the California Coastal Act and Local Coastal Plans. • Ability to interpret and apply applicable Carmel-by-the-Sea codes, policies, standards, and guidelines.
• Provide timely responses to the city.

ATTACHMENT 4

• Ability to provide insurance and indemnities to the City. Professional liability insurance is required. The terms and conditions of the Professional Services Agreement will be negotiated at the appropriate time.
• Experience working with subcontracted consultants where appropriate.

Consultants shall also comply with the following provisions:

1. Each Consultant is responsible for determining and complying with all applicable City business licensing requirements.

2. Each Consultant is responsible for determining and complying with all applicable professional licensing requirements.

D. General Provisions and Requirements

1. Questions related to contract administration matters should be directed to the City’s Contact at [email protected].

2. The Consultant shall maintain any key personnel throughout the duration of the services provided. The Consultant shall conduct their business in a professional manner to schedule and support their personnel to provide the scope of services in a timely and professional manner. The city must approve of any key personnel changes in advance through personnel qualifications review and oral interviews with City staff.

3. The Consultant shall verify that all information submitted to the City is up to the Consultant’s professional standards and satisfaction. Note and report any discrepancies observed in the course of professional activities covered by the services.

4. Deliverables will be submitted in electronic format (PDF) and in native document formats such as Word, Excel, etc. unless otherwise specified.

E. Scope of Services

The city is seeking proposals from Consultants with qualifications and work experience in developing objective design and development standards related to high-quality building design, architectural style, and height transitions. All objective design and development standards shall address accessory dwelling units, multi-family residential and mixed-use residential projects. The objective design and development standards shall be developed consistent with the purpose and intent of existing residential and commercial design guidelines as well as the City of Carmel-by-theSea General Plan and Local Coastal Plan for the review of qualifying housing development applications as required by State law.

Typical services include, but are not limited to:
• Initial meetings with staff.
• Review and analysis of existing planning documents: General Plan, Local Coastal Plan, Residential Design Guidelines, Commercial Design Guidelines, and applicable chapters of the Carmel Municipal Code.

ATTACHMENT 4

• Field visits and windshield surveys of existing housing developments. • Proposal scope, products (documents), and schedule.
• Attendance at public meetings to present proposals as required. • Preparation of administrative draft documents.
• Preparation of draft documents for public review.
• Review of draft documents, including review by applicable committees and attendance at public meetings as required.
• Preparation of final documents for adoption.
• Recommendations for the next steps.

F. Proposal Format and Submittal Requirements

Submitting the Proposal

The proposal must be received by the city no later than Monday, February 3, 2025, at 5:00 p.m.

The city requires that all proposals be submitted electronically via email or file sharing sites. The proposal shall be clearly marked for “City of Carmel-by-the-Sea – Objective Design and Development Standards Proposal” and emailed to:

Marnie R. Waffle, AICP, Principal Planner
City of Carmel-by-the-Sea
Community Planning and Building Department
[email protected]
Each Consultant is responsible for confirming the City’s receipt of the proposal. Receipt of a proposal by any other City office will not constitute “delivery” as required by this proposal. Each Consultant assumes full responsibility for the timely delivery of its proposal. Any proposals received after the time and date specified above will be considered nonresponsive and will be returned to the Consultant. No Consultant may submit more than one proposal for this work.

Each proposal must include the following information:

Cover Letter (Maximum 2 pages): Cover letter giving an overview of the Consultant’s general expertise, experience, and ability to perform the scope of services described in this RFP. Include a statement of your general philosophy to undertaking the work. The cover letter shall be signed by an authorized representative of the firm. Attachment 4 is the City’s standard contract for the Professional Services Agreement. In the cover letter, state that the City’s contract template is acceptable to the Consultant or list any exceptions or change requests to the contract provisions.

Certification Forms: Complete and sign the following certification forms, Attachment 1 – Conflict of Interest Statement
ATTACHMENT 4

Attachment 2 – References
Attachment 3 – Statement regarding Insurance Coverage and Worker’s Compensation Insurance Acknowledgment Certificate
Review of Scope of Services (Maximum 3 pages): Consultants must comment on their ability to realistically provide the services listed in the Proposed Scope of Services as outlined. Provide comments and suggest modifications, changes, and/or additions as appropriate. Indicate your approach to the project and what specialized skills, services, or unique insights you or your team would bring to the project. Proposals should include how action items would be identified to accomplish the goals and objectives. Describe how and when data and materials will be delivered to the city.

Experience and Expertise: Discuss prior related experience satisfying Minimum Qualifications and what would make you or your firm qualified for development of objective design and development standards consultant services. Emphasize projects of similar scope and magnitude. Any prior expertise in the implementation mechanisms should be explained.

Describe experience in the development of objective design and development standards.

Qualifications of Key Personnel: Identify a project manager and key individuals on the Consultant’s team and their resumes highlighting relevant qualifications and experiences.

Indicate projects that they were assigned to and their specific roles and responsibilities.

Provide a statement regarding the team or firm’s commitment to keep the same personnel throughout this engagement with the city.

Timeline: Provide a timeline for each element of the proposal that is both rigorous and realistic.

The timeline should include how the project will be managed and scheduled and potential ways to phase this work aligned to the approach.

Samples: Provide one to three examples of work products (electronically) involving objective design and development standards.

Disclosure of Litigation/Discipline: If you or firm has ever been disciplined or censured by any regulatory body, disclose the principal facts. If, within the last five years, you or your firm has ever been involved in litigation or other legal proceedings relating to the provision of services, provide an explanation and indicate the current status or disposition of the proceedings.

References (see Attachment 2): A minimum of three (3) current references from past projects (of similar scope) must be provided. All references must contain relevant projects completed within the past five (5) years. Provide the following information for each reference:

Firm, Owner, or Agency Name, Address, Telephone Number, and Email Address Project Description, List of Services Provided
ATTACHMENT 4

Insurance Coverage: If applicable, identify carriers, types, and limits of insurance carried. If selected by the City, the Consultant shall maintain minimum coverage requirements for commercial general liability, automobile liability, professional liability, and workers’ compensation as specified in the Professional Services Agreement unless waived by the City Attorney. The Consultant may achieve the required limits and coverage through a combination of primary and excess or umbrella liability insurance provided such policies result in the same or greater coverage as the coverage required by City, and in no event shall any excess or umbrella liability insurance provide narrower coverage than the primary policy. If selected by the City, the Consultant shall cause the insurance policies required herein to include the City, and their respective officials, officers, employees, and volunteers as additional insureds for claims caused in whole or in part by the Consultant’s negligent acts or omissions. The Consultant shall provide certificates of insurance to the City that evidence compliance with the above.

Preliminary Fee Schedule: Submit a Preliminary Fee Schedule for services provided by the Consultant. The Preliminary Fee Schedule shall be inclusive of all potential work and labor including, but not limited to, the Consultant’s costs for site visits and travel expenses. Each element of the proposal should be itemized and include a time frame, specific personnel to complete, and the cost associated with the item. The City reserves the right to select from the menu of ideas presented in the proposal.

Note: This project is being funded, in part, through a Regional Early Action Planning (REAP) 2.0 grant. REAP 2.0 was established through AB 140 (July 2021). The Association of Monterey Bay Governments (AMBAG) approved the grant guidelines in June 2023. The City of Carmel-by-theSea has been awarded $79,985.00.

Addenda: If any revisions to this RFP become necessary, the City shall provide responses and clarifications to questions via addenda. The last day for the issuance of an addendum is Friday, January 24, 2025.

Addenda to this RFP, if issued, will be posted on the City’s website at www.ci.carmel.ca.us. All Consultants shall verify whether the City has issued an addendum for this Project prior to submitting their proposal and ensure that all requirements of addenda are included.

G. Evaluation Process

The evaluation of proposals shall be within the sole judgment and discretion of the City. All contacts during the evaluation phase shall be through the City’s Contact only. Consultants shall neither contact nor lobby evaluators during the evaluation process. Attempts by the Consultant to contact any reviewers of the proposals except for the City’s Contact may jeopardize the integrity of the evaluation and selection process and risk possible disqualification.

During the proposal evaluation process, written questions or requests for clarification may be submitted by the city to a Consultant regarding its proposal or related matters. Failure to respond ATTACHMENT 4

in a timely manner to any such questions or requests may be grounds for the elimination of the Consultant from further consideration.

The city will evaluate each proposal meeting the qualification requirements set forth in this RFP.

After the review of proposals, the highest-ranked Consultants may be invited for oral interviews as part of the selection process, if necessary. The Consultant will be notified of the time and date of oral interviews (likely over Zoom) and if any additional information may be required to be submitted.

The City shall be the sole judge of the evaluation of all proposals. The City’s decision shall be final.

The City reserves the right to reject any and all proposals and waive any irregularity or minor defects in any proposal received.

H. Proposal Evaluation Criteria
The following criteria will be used to evaluate the proposals:

1. Conflict of Interest Statement and Non-Collusion Declaration (Pass/Fail) a. Disclosure of any financial, business, or other relationship with the City of Carmel-bythe-Sea that may have an impact upon performance of services. b. List of current clients who may have a financial interest in the outcome of this contract.

2. Completeness/Organization of the Proposal (5 points) a. Proposal that is current, accurate, and complete in accordance with the requirements of this RFP. The proposal format and organization shall follow the requirements herein. Proposals that do not include the content requirements identified within this RFP and subsequent addenda and do not address items listed shall be considered incomplete.

3. Organization and Approach (10 points)
a. Familiarity with the desired services and demonstrates understanding of objectives. b. Similar experience in development of objective design and development standards in the public and/or non-profit sectors.

4. Qualifications & Experiences (10 points)
a. Meets Minimum Qualifications.
b. Identifies relevant experience, specific qualifications, and technical expertise. c. Demonstrates a history of success in the development of objective design and development standards for other clients.

5. Consultant Accessibility (5 points)
a. A statement addressing ability to fulfill the required responsibilities.

ATTACHMENT 4

6. References (10 points)
a. Provide references with the names of at least three (3) agencies the Consultant has previously consulted for in the past five (5) years.

The City will consider any requested changes to the City’s standard contract template but may not be able to accommodate all requested changes.

I. Oral Interview (if necessary)

If necessary, the top-ranking Consultant(s) may be invited to participate in Oral Interviews for a Consultant presentation and Q&A session. A Consultant will be notified of the time and date for oral interviews (likely over Zoom) and if any additional information may be required to be submitted.

Following the City’s determination of the best qualified Consultant for this work, scope of services and final terms will be negotiated, and the Consultant and the City will execute the City’s standard Professional Services Agreement (Attachment 4).

The proposed schedule is as follows:

Activity Anticipated Dates
RFP released December 18, 2024
Deadline for Questions Submitted (5:00 p.m.) January 17, 2025 Proposal Submission Deadline (5:00 p.m.) February 3, 2025 Proposal Evaluation February 17, 2025
Consultant Interviews/Presentations (if necessary) Week of February 17, 2025 Contract Negotiations and Execution Week of February 24, 2025 J. Additional Information

1. Reservation of Rights. The City reserves the right to accept or reject any or all proposals, or to alter the selection process if warranted, to postpone the selection process for its own convenience at any time, and to waive any defects in the RFP. The City also reserves the right to accept or reject any individual subconsultant that a candidate proposes to use. This RFP and the interview process shall in no way be deemed to create a binding contract or agreement of any kind between the City and the Consultants. The City’s standard form of consultant agreement will form the basis of the contract between the parties.

2. Consultant’s Costs. Each Consultant responding to this RFP acknowledges and agrees that the preparation of all materials for submittal to the City and all presentations, related costs, and travel expenses, including but not limited to vehicle miles, vehicle rentals, flights, transit fares, and meals, are at the Consultant’s sole expense. The City shall not, under any circumstances, be responsible for any cost or expense incurred by the Consultant. In addition, each Consultant ATTACHMENT 4

acknowledges and agrees that all documentation and/or materials submitted with the RFP shall remain the property of the City.

3. Communicating with the City. If you have any questions regarding this RFP, please communicate with the City’s Contact:

Marnie R. Waffle, AICP, Principal Planner
City of Carmel-by-the-Sea
Community Planning and Building Department
PO Box CC
Carmel-by-the-Sea, CA 93921
(831) 620-2057
[email protected]
The City’s sole point of contact for this RFP shall be the City’s Contact who shall administer the RFP process. All communications shall be submitted in writing and shall specifically refer to this RFP (identify in the subject line). Only answers issued by the Addendum will be binding. Oral and other interpretations or clarifications will be without legal effect. No contact with other City staff, City Council members, or any other public official concerning the Project during the RFP process is allowed. A violation of this provision may result in the disqualification of the Consultant.

4. Public Record. All responses to this RFP become property of the City and will be kept confidential, subject to the requirements of the California Public Records Act, until a recommendation for the award of a contract has been announced. Submittals are subject to public inspection and disclosure under the California Public Records Act. (Cal. Govt. Code sections 6250 et seq). Unless the information is exempt from disclosure by law, the content of any proposal, request for explanation, or any other written communication between the City and any Consultant, and between City employees or consultants, regarding the procurement, shall be available to the public. In any event, the City shall have no liability to Consultant for making disclosures required by the California Public Records Act or other law, court order, legal proceeding discovery request, investigative demand, subpoena, or order from a regulatory body having jurisdiction over either of the parties. Nothing contained herein shall be construed as requiring or obligating the City to withhold information in violation of the California Public Records Act or other laws.

5. Equal Opportunity. The City hereby notifies all Consultants that it will affirmatively insure that in any contract entered into pursuant to this procurement, minority business enterprises will be afforded full opportunity to submit proposals in response to this RFP and will not be discriminated against on the grounds of race, creed, color, national origin, ancestry, sexual orientation, political affiliations or beliefs, sex, age, physical disability, medical condition, marital status, pregnancy, or other protected characteristic as set forth hereunder.

ATTACHMENT 4

6. Governing Law. The laws of the State of California shall govern the interpretation and enforcement of the contract. Legal action may be instituted only in the Monterey County Superior Court, State of California, or the United States District Court for the Northern District of California.

7. Adherence to All Local, State, and Federal Laws and Requirements. The Consultant shall adhere to all applicable federal, state, and local laws, ordinances, statutes, rules and regulations, and rulings or directives of any agencies having jurisdiction relevant in any way to the Consultant’s scope of work.

K. Attachments

The following attachments are incorporated into the Request for Qualifications:

Attachment 1 – Conflict of Interest Statement
Attachment 2 – References
Attachment 3 – Statement regarding insurance coverage and worker’s compensation insurance acknowledgement certificate
Attachment 4 – Standard Consultant Services Agreement
ATTACHMENT 4

ATTACHMENT 1 - CONFLICT OF INTEREST STATEMENT

OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS CONSULTANT SERVICES *THIS FORM MUST BE PRINTED OUT, COMPLETED AND SUBMITTED WITH THE PROPOSAL*

The undersigned declares:

I/We (Insert Name) have the following financial, business, or other relationship with the City of Carmel-by-the-Sea that may have an impact upon the outcome of the contract. If none, please specify that no other relationships may have an impact on this contract or Project.

I/We (Insert Name) have the following current clients who may have a financial interest in the outcome of this contract. If none, please specify that no other clients may have a financial interest with an impact on this contract or Project.

Pursuant to Government Code section 1090 and any other laws, rules and regulations that may apply, the Consultant covenants that neither it, its subcontractors nor employees presently have an interest, and shall not acquire any interest, direct or indirect, financial or otherwise that would conflict in any manner or degree with contract awarded from this RFP. Consultant certifies that to the best of its knowledge, no one who has or will have any financial interest in the contract awarded from this RFP is an officer or employee of the City. Through its submittal of a proposal, Consultant acknowledges that it is familiar with Section 87100 et seq. and Section 1090 et seq. of the Government Code of the State of California and will immediately notify the City if it becomes aware of any facts concerning the contract to be awarded that constitute a violation of said provisions.

Furthermore, if there is reason to believe that collusion exists among the Consultants, the City may refuse to consider proposals from participants in such collusion. No person, firm, or corporation under the same or different name, shall make, file, or be interested in more than one proposal for the same work unless alternate proposals are called for. A person, firm, or corporation who hassubmitted a subproposal to a Consultant, or who has quoted prices on materials to a Consultant, is not thereby ATTACHMENT 4

disqualified from submitting a sub-proposal or quoting pricesto other Consultants. Reasonable ground for believing that any Consultant is interested in more than one proposal for the same work will cause the rejection of all proposalsforthework inwhich a Consultant isinterested. If there isreason to believe that collusion exists among the Consultants, the City may refuse to consider proposalsfrom participants in such collusion. Consultants shall submit as part of their proposals documents the completed NonCollusion Declaration provided herein.

I, on behalf of the Consultant, declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on [date], at [city], [state].

Consultant Name (Person, Firm, Corp.) Title of Authorized Representative Address Name of Authorized Representative
City, State, Zip
(Date) (Signed)

ATTACHMENT 4

ATTACHMENT 2 - REFERENCES

OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS CONSULTANT SERVICES *THIS FORM MUST BE PRINTED OUT, COMPLETED AND SUBMITTED WITH THE PROPOSAL* List three (3) references for work of a similar nature to the Services performed within the last five (5) years. Use additional sheets as necessary.

Reference No. 1.

Name of Agency Agency Address
Contact Name Contact Title
Contact Telephone Contact Email Address
Contract Period Contract Amount

Description of services performed including costs.

Reference No. 2.

Name of Agency Agency Address
Contact Name Contact Title
Contact Telephone Contact Email Address
Contract Period Contract Amount

(next page)
ATTACHMENT 4

Description of services performed including costs.

Reference No. 3
Name of Agency Agency Address
Contact Name Contact Title
Contact Telephone Contact Email Address
Contract Period Contract Amount

Description of services performed including costs.

I hereby certify that the Consultant performed the work listed above.

Consultant Signature
Printed Name
Date
ATTACHMENT 4

ATTACHMENT 3 - STATEMENT REGARDING INSURANCE COVERAGE AND WORKER’S

COMPENSATION INSURANCE ACKNOWLEDGMENT CERTIFICATE

OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS CONSULTANT SERVICES *THIS FORM MUST BE PRINTED OUT, COMPLETED AND SUBMITTED WITH THE PROPOSAL*

CONSULTANT HEREBY CERTIFIES that the Consultant has reviewed and understands the insurance coverage requirements specified in the RFP. Should the Consultant be awarded a contract for Services, Consultant further certifies that the Consultant can meet the specified requirements for insurance, including insurance coverage of any subcontractors, and agrees to name the City of Carmel-by-the-Sea as additional insured for the Services specified.

By certifying this form, the Consultant also understands the Worker’s Compensation insurance requirement per the California Labor Code, Sections 1860 and 1861:

I am aware of the provisions of Section 3700 of the Labor Code, which require every employer to be insured against liability for worker's compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.

Printed Name of Consultant (Person, Firm, or Corporation) Signature of Consultant's Authorized Representative
Name & Title of Authorized Representative
Date Signed
ATTACHMENT 4

ATTACHMENT 4 - CITY OF CARMEL-BY-THE-SEA STANDARD CONSULTANT SERVICES

AGREEMENT

[ATTACHED BEHIND THIS PAGE]
ATTACHMENT 4

City of Carmel-by-the-Sea

REQUEST FOR PROPOSALS

OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS

CONSULTANT SERVICES

Objective Design and Development Standards(ODDS) for Qualifying Accessory Dwelling Units, Multi-Family Residential, and Mixed-Use Residential Projects

Date Issued:

Wednesday, December 18, 2024

Submittal Deadline Extended:

Monday, March 3, 2025, at 5:00 P.M.

Issued By: City of Carmel-by-the-Sea
Community Planning & Building Department
Monte Verde 4 SE Ocean Avenue
PO Box CC
Carmel-by-the-Sea, CA 93921
www.ci.carmel.ca.us
ATTACHMENT 4

Proposals Due: Monday, March 3, 2025, at 5:00 pm.

Consultants may view and download this RFP electronically from the City’s website at www.ci.carmel.ca.us. Consultants are responsible for checking the City’s website for any updates and addenda related to this RFP. For any questions or assistance, please reach out to the City’s contact: [email protected].

Schedule of Activities: The City reserves the right to amend the schedule below as necessary.

RFP released December 18, 2024
Proposal Submission Deadline (5:00 p.m.) March 3, 2025
Proposal Evaluation March 10, 2025
Consultant Interviews/Presentations (if necessary) Week of March 17, 2025 Contract Negotiations and Execution Week of March 24, 2025 City Contact: For all questions related to the RFP, email the City’s Contact listed below:

Marnie R. Waffle, AICP, Principal Planner
City of Carmel-by-the-Sea
Community Planning & Building Department
PO Box CC
Carmel-by-the-Sea, CA 93921
(831) 620-2057
[email protected]
ATTACHMENT 4

City of Carmel-by-the-Sea

REQUEST FOR PROPOSALS

OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS

CONSULTANT SERVICES

Objective Design and Development Standards(ODDS) for Qualifying Accessory Dwelling Units, Multi-Family Residential, and Mixed-Use Residential Projects

Date Issued:

Wednesday, December 18, 2024

Submittal Deadline Extended:

Monday, March 24, 2025, at 5:00 P.M.

Issued By: City of Carmel-by-the-Sea
Community Planning & Building Department
Monte Verde 4 SE Ocean Avenue
PO Box CC
Carmel-by-the-Sea, CA 93921
www.ci.carmel.ca.us
ATTACHMENT 4

Proposals Due: Monday, March 24, 2025, at 5:00 pm.

Consultants may view and download this RFP electronically from the City’s website at www.ci.carmel.ca.us. Consultants are responsible for checking the City’s website for any updates and addenda related to this RFP. For any questions or assistance, please reach out to the City’s contact: [email protected].

Schedule of Activities: The City reserves the right to amend the schedule below as necessary.

RFP released December 18, 2024
Proposal Submission Deadline (5:00 p.m.) March 24, 2025 Proposal Evaluation March 31, 2025
Consultant Interviews/Presentations (if necessary) Week of April 7, 2025 Contract Negotiations and Execution Week of April 14, 2025 City Contact: For all questions related to the RFP, email the City’s Contact listed below:

Marnie R. Waffle, AICP, Principal Planner
City of Carmel-by-the-Sea
Community Planning & Building Department
PO Box CC
Carmel-by-the-Sea, CA 93921
(831) 620-2057
[email protected]
ATTACHMENT 4

CITY OF CARMEL-BY-THE-SEA
City Council
Staff Report
September 9, 2025

ORDERS OF BUSINESS
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Marnie Waffle, Principal Planner, AICP
APPROVED BY: Chip Rerig, City Administrator
SUBJECT: Resolution 2025-081 approving a revised Reasonable Accommodation policy and procedure (C11-01) to ensure individuals with disabilities have equal access to housing (Estimated time - 20 minutes)
RECOMMENDATION:

Adopt Resolution 2025-081 approving a revised Reasonable Accommodation policy and procedure (C11-01) to ensure individuals with disabilities have equal access to housing (Estimated time - 20 minutes)
BACKGROUND / SUMMARY:

Senate Bill (SB) 520 (2001) required California jurisdictions to address and, where appropriate and legally possible, remove governmental constraints on the maintenance, improvement, and development of housing, including housing for all income levels and housing for persons with disabilities. Further, a Housing Element must include a program that removes constraints on, or provides reasonable accommodations for, housing intended for occupancy by persons with disabilities. An individual with a disability is generally defined as someone who has a physical or mental impairment that limits one or more major life activities; anyone who is regarded as having such an impairment; or anyone with a record of such impairment.

The City’s 4th cycle Housing Element (2007-2014) included Program 3-5.1.a to adopt Reasonable Accommodation Procedures pursuant to SB 520. On September 8, 2010, the Planning Commission unanimously recommended that the City Council approve a Reasonable Accommodation policy. On July 12, 2011, the City Council adopted

Resolution 2011-36 approving City Council Policy C11-01, Reasonable Accommodation (Attachment 4).

Reasonable Accommodation Policy and Procedure
The existing Reasonable Accommodation policy and procedures contain eight sections.

Each section is listed below, followed by a brief description.

I. Purpose. This section describes the purpose of the policy as providing individuals with disabilities reasonable accommodation in rules, policies, practices, and procedures to ensure equal access to housing.

II. Applicability. Any individual (or representative) with a disability may apply for reasonable accommodation when a specific rule, policy, or regulation limits their ability to use or access housing. This is consistent with federal and state requirements.

III. Notice of Reasonable Accommodation Policy. The policy requires the City to provide public notice that a procedure exists to apply for reasonable accommodations. This is done primarily at City Hall and on the City’s website.

IV. Application Process. The policy establishes a clear application process for requesting accommodations and describes what is required to file a complete application.

V. Review Authority. The policy grants the Department of Community Planning and Building the authority to approve requests for reasonable accommodation for projects that do not require review by the Planning Commission or City Council.

For projects that require review by the Planning Commission and/or City Council, the final decision-making body shall have the authority to approve the requested accommodation.

VI. Required findings. The policy establishes the findings required to approve a request for accommodation. These ensure that the requested accommodation is necessary and will not fundamentally alter the City’s General Plan and governing policies.

VII. Conditions of Approval. The policy establishes the ability to place special conditions of approval on the accommodation. This could include a requirement that the accommodation be removed or rectified in the future when the need no longer exists and/or other conditions deemed appropriate to the specific situation.

VIII. Appeals. The policy establishes an appeal process for aggrieved applicants or other members of the public.

Since 2011, 14 requests for reasonable accommodation have been granted, with almost half (43 percent) including requests for more than one waiver. Most requests (70

percent) included waivers of site coverage regulations to facilitate the installation of accessible ramps, walkways, and/or wheelchair lifts. Additionally, 36 percent of requests included a setback waiver.
2023-2031 Housing Element Update
State law requires that the General Plan Housing Element be updated every 8 years.

Part of each update includes identifying housing needs for people with disabilities and identifying potential constraints to equal housing opportunities. During the 6thcycle Housing Element update, a review of City Council Policy C11-01, Reasonable Accommodation, identified three potential issues. Program 3.2.A, Reasonable Accommodation Procedures, was created to address these issues and includes the following actions:

1. Explore reduced or waived permit fees for persons with disabilities.

2. Eliminate subjectivity from the following required finding: “the requested accommodation will not result in a significant and unavoidable negative impact on adjacent uses or structures.”

3. Amend the definition of “aggrieved party” to limit the parties eligible to appeal a request for a reasonable accommodation to the applicant or the personal beneficiary.

The Planning Commission considered revisions to the current policy and procedures at its meeting on July 9, 2025. The Commission adopted Resolution 2025-033-PC (Attachment 3), recommending that the City Council approve the revisions with the requirement that a deed be recorded against the property to disclose the granted waivers to future owners.

Staff Analysis
The revised Reasonable Accommodation policy and procedures implement Goal H3, Policy 3.2, and Program 3.2.A of the 6th cycle Housing Element (2023-2031). The text below has been copied directly from the Housing Element adopted in April 2024. The Redlined version of the policy is included as Attachment 2.

Goal H3: Provide opportunities for new affordable and other special needs housing.

Policy 3.2: Recognize the special needs of persons with disabilities and the need to retain flexibility in the design review process to accommodate these needs.

Program 3.2.A: Reasonable Accommodation Procedures – AFFH A reasonable accommodation is any change, exception or adjustment to a rule, policy, practice or service that allows a person with a disability to have an equal opportunity to participate. Information on reasonable accommodation procedures will continue to be

provided at City Hall and on the City’s website. The City will evaluate and revise Policy C11-01, which describes procedures to provide reasonable accommodation and will explore reduced or waived permit fees for persons with disabilities in compliance with the provisions of SB 520, in an effort to remove any additional barriers and encourage those with disabilities to apply.

To eliminate subjectivity from the required findings for requests for reasonable accommodation, the City will amend the Municipal Code to remove the findings requirement for requested accommodations stating, “the requested accommodation will not result in a significant and unavoidable negative impact on adjacent uses or structures.”
Further, the City will amend the definition of aggrieved parties in the Municipal Code. An exception for reasonable accommodation appeals will limit the parties eligible to appeal a request for a reasonable accommodation permit to the applicant or the personal beneficiary.

Quantified Objective: 8 applications
Timeframe: Adoption of revised policy and Municipal Code amendment by June 2025 Responsible Party: Community Planning and Building Department Funding Source: General Fund
(Formerly Program 3-5.1: Reasonable Accommodation Procedures) Explore Reduced or Waived Permit Fees
State and federal fair housing laws require local jurisdictions to permit reasonable accommodations; however, the law does not standardize the fees associated with these accommodations. Cities may charge nothing, assess a modest administrative cost, or roll the cost into other permit fees (if applicable). The Design Review and Appeal fees collected by the City of Carmel are based on cost recovery and do not generate revenue for the city.

The Fiscal Year 2025-2026 fee schedule established an application fee of $205 for requests for reasonable accommodations. This fee is in addition to any other design review fee that may be required for the project. Design review fees range from $373 for a streamlined review (e.g., new fence) to $6,235 for a track two design study (e.g., new house). Applicants who pay fees by credit card are assessed a bank service fee of

3.5%.

The cost to appeal a decision by the Director to the Planning Commission is $2,044.

The cost to appeal a decision by the Planning Commission to the City Council is $2,190. Table 1 below provides a summary of fees.

Table 1. Permit Fees

Of the 14 applications submitted since 2011 for reasonable accommodations, all were associated with either a streamlined or track one design study, and none were appealed. Staff does not recommend any changes to the current fee structure.

Eliminate Subjectivity from Required Findings
Section VI of the existing Reasonable Accommodation policy sets forth the findings for decision on a request for reasonable accommodations. Finding (5) currently states, (5) That the requested accommodation will not result in a significant and unavoidable negative impact on adjacent uses or structures.

This finding has been identified as a potential constraint due to its subjectivity. While all of the findings have an element of subjectivity, this finding in particular was singled out due to its association with adjacent uses or structures. Staff recommends that this finding be replaced with Finding E., consistent with the California Coastal Act:

E. The requested accommodation is consistent with Chapter 3 of the California Coastal Act of 1976, and with the Interpretative Guidelines for Coastal Planning and Permits as established by the California Coastal Commission dated February 11, 1977, and any subsequent amendments, and, within the certified Local Coastal Program Land Use Plan.

Where a request for reasonable accommodation is not consistent with these regulations, the City may waive compliance with an otherwise applicable provision of these regulations and approve the request for reasonable accommodation if the City finds:
a. That the requested reasonable accommodation is consistent, to the maximum

extent feasible, with the regulations identified in this subsection. b. The accommodation minimizes inconsistencies with and will not require a fundamental alteration of the City's Local Coastal Program. c. That there are no feasible alternative means for providing an accommodation at the property that would provide greater consistency with the regulations identified in this subsection.
d. Alternative accommodations which may provide an equivalent level of benefit do not exist.

The proposed finding retains elements of subjectivity but focuses on the merits of the request and potential alternatives that align more closely with the California Coastal Act.

Staff finds this to be appropriate because the City of Carmel is located entirely within the coastal zone.

To balance coastal resource protection with the granting of waivers of regulations contained within the City’s certified Local Coastal Program, the finding has been expanded to provide a more specific framework for the Director or the Planning Commission to weigh requests for accommodations. Specifically, it guides the decisionmaker to evaluate the request and seek solutions that have the least impact on the objectives of the local coastal program, while still ensuring that persons with disabilities can access housing throughout the community.

Amend Definition of Aggrieved Parties
The current Reasonable Accommodation policy allows decisions on a reasonable accommodation request to be appealed in accordance with the procedures outlined in Carmel Municipal Code Chapter 17.64. This appears to be a typographical error as Chapter 17.64 is Findings Required for Permits and Approvals. The Appeals chapter is Chapter 17.54. In Chapter 17.54, any aggrieved person can file an appeal. Chapter

17.70 (List of Terms and Definitions) defines “aggrieved person” as follows:

An “aggrieved person” means any person who, in person or through a representative, appeared at a City public hearing in connection with the decision or action appealed, or who, by other appropriate means prior to a hearing, informed the City of the nature of his/her concerns or who for good cause, was unable to do either (i.e., defective notice). “Aggrieved person” includes the applicant for a permit.

This definition has been identified as a potential constraint, as it allows anyone to file an appeal of a decision on a reasonable accommodation request, regardless of whether they are directly impacted. To address this constraint, Housing Element Program 3.2.A recommends that the Carmel Municipal Code definition of “aggrieved person” be amended.

Staff does not recommend amending the Carmel Municipal Code definition of “aggrieved person” because this would alter who has standing to appeal on all decisions, not just decisions on reasonable accommodation requests. Instead, Staff recommends that the Reasonable Accommodation policy specify who has standing to

appeal a decision on a request for reasonable accommodation.

The proposed language in the revised Reasonable Accommodation policy limits who can file an appeal (the “aggrieved person”) to the applicant, a personal beneficiary (i.e., a resident with a disability) if different from the applicant, or an abutting property owner. “Abutting” is defined as being next to or having a common boundary with the project site. No changes are proposed to the definition of an aggrieved person in the Carmel Municipal Code.

Other Revisions
Staff also recommends updating the language throughout the policy to reflect best practices, improve grammar, establish consistent formatting, and provide additional clarity (Attachment 2).

Environmental Review
Staff recommends that the City Council find that the policy updates are not a project under the California Environmental Quality Act (CEQA), State CEQA guidelines, and local environmental regulations, as defined in Public Resources Code Section 21065 and CEQA Guidelines Section 15378.

FISCAL IMPACT:

None.

PRIOR CITY COUNCIL ACTION:

The City Council adopted Resolution 2011-36, which adopted Reasonable Accommodation Policy C11-01, on July 12, 2011. No changes have been made to the policy since 2011.

ATTACHMENTS:

1. Resolution 2025-081

2. Updated RA Policy C11-01_redlined_v2

3. Planning Commission Recommendation - Reso 2025-033-PC

4. Current Reasonable Accommodation Policy C11-01 (Adopted in 2011)

ATTACHMENT 1

CITY OF CARMEL-BY-THE-SEA

CITY COUNCIL

CITY COUNCIL RESOLUTION NO. 2025-081

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA FINDING THAT

UPDATING THE REASONABLE ACCOMMODATION POLICY IS NOT A PROJECT UNDER CEQA AS DEFINED IN PUBLIC RESOURCES CODE SECTION 21065 AND CEQA GUIDELINES SECTION 15378

AND APPROVING A REVISED REASONABLE ACCOMMODATION POLICY AND PROCEDURE TO

ENSURE INDIVIDUALS WITH DISABILITIES HAVE EQUAL ACCESS TO HOUSING

WHEREAS, the City of Carmel-by-the-Sea is a unique community that prides itself on its village-in-the-forest character; and
WHEREAS, the City has adopted a General Plan that provides clear goals, policies, and objectives regarding maintaining and improving this character; and WHEREAS, California Senate Bill (SB) 520 (2001) required that California jurisdictions adopt policies and procedures to provide reasonable accommodation for people with disabilities; and WHEREAS, the City Council of the City of Carmel-by-the-Sea adopted Resolution 2011-36 on July 12, 2011, establishing a Reasonable Accommodation policy and procedures; and WHEREAS, Program3.2.A Reasonable Accommodation Procedures of the 6th cycle Housing Element of the General Plan, adopted on April 8, 2024, identified a potential governmental constraint in the findings required to grant a reasonable accommodation and in the definition of an “aggrieved person”; and
WHEREAS, on July 9, 2025, the Planning Commission considered a revised Reasonable Accommodation policy and adopted Resolution 2025-033-PC recommending City Council approval of the revised policy with one modification; and
WHEREAS, on September 9, 2025, the City Council considered the Planning Commission’s recommendation on the revised Reasonable Accommodation policy; and WHEREAS, the California Environmental Quality Act (California Public Resources Code §§ 21000, et seq., “CEQA”), together with State Guidelines (14 California Code Regulations §§ 15000, et seq., the “CEQA Guidelines”) and City Environmental Regulations (CMC 17.60) require that certain projects be reviewed for environmental impacts and that environmental documents be prepared; and
WHEREAS, the City Council finds that updating the policy is not a project under California Environmental Quality Act (CEQA), State CEQA guidelines, and local environmental regulations, as defined in Public Resources Code Section 21065 and CEQA Guidelines Section 15378; and

Resolution No. 2025-081 ATTACHMENT 1

WHEREAS, the revised Reasonable Accommodation policy and procedure complies with federal and state housing laws and is consistent with the City of Carmel-by-the-Sea General Plan; and
WHEREAS, the facts set forth in the recitals are true and correct and are incorporated herein by reference.

NOW, THEREFORE, BE IT RESOLVED THAT the City Council of the City of Carmel-by-the-Sea does hereby adopt the revised Reasonable Accommodation policy and procedures.

PASSED, APPROVED, AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BYTHE-SEA this 9th day of September 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED: ATTEST:
_________________________ _________________________
Dale Byrne Nova Romero, MMC
Mayor City Clerk

C11-01

CITY OF CARMEL-BY-THE-SEA

POLICY AND PROCEDURE
Subject: Reasonable Accommodation Policy/Procedure No: C11-01 Effective Date: 12 July 2011 Authority: Resolution 2011-36 Purpose:

To provide individuals with disabilities reasonable accommodation in rules, policies, practices, and procedures to ensure equal access to housing and facilitate the development of housing for individuals with disabilities pursuant to the Federal Fair Housing Amendments Act of 1988, the California Fair Employment and Housing Act, and California Senate Bill (SB) 520.

Policy/Procedure:

As fully set forth in the policy document attached.

Responsible Party:

Department of Community Planning & Building
Department of Origin:

Department of Community Planning & Building
Revision Dates:
9 September 2025 (Resolution 2025-XX)
Rescinded Date:

ATTACHMENT 2

CITY COUNCIL POLICY C11-01 (REVISED 2025)

REASONABLE ACCOMMODATION

I. Purpose.

II. Applicability.

III. Notice of Reasonable Accommodation Policy.

IV. Application Process.

V. Review Authority.

VI. Required Findings.

VII. Conditions of Approval.

VIII. Interactive Process.

IX. Appeals.

I. Purpose.

The purpose of the reasonable accommodation policy is to provide a procedure for individuals with disabilities to request reasonable accommodations in seeking equal access to housing in the application of zoning laws and other land use regulations, rules, policies, practices and procedures to ensure equal access to housing and facilitate the development of housing for individuals with disabilities pursuant to the Federal Fair Housing Amendments Act of 1988 and the California Fair Employment and Housing Act and California Senate Bill (SB) 520 (2001).

This policy establishes a procedure for making requests for reasonable accommodations in land use, zoning, and building regulations, policies, practices, and procedures of the City of Carmelby-the-Sea to comply fully with the intent and purpose of fair housing laws.

II. Applicability.

A. A request for reasonable accommodation may be made by any individual with a disability, his/her/their representative, or a developer or provider of housing for individuals with disabilities, when a requirement of the zoning code or other requirement, regulation, policy, or practice acts as a barrier to fair housing opportunities.

This policy is intended to apply to individuals with disabilities as “disability” is defined under the Federal Fair Housing Amendments Act of 1988 and the California Fair Employment and Housing Act and California Senate Bill (SB) 520 (2001). Reasonable accommodation in the land use and zoning context means providing individuals with disabilities or developers of housing for people with disabilities, flexibility in the application of land use, zoning and building regulations, policies, practices and procedures, or even waiving certain requirements, when it is necessary to afford individuals with disabilities equal opportunity and access to housing.

B. A request for reasonable accommodation may include a modification or exception to the rules, standards, practices, and procedures for the siting, development, use of housing or housing-related facilities, and any other land use requirements that would eliminate regulatory barriers and provide an individual with a disability equal opportunity to ATTACHMENT 2

housing of his/her/their choice. An individual with a disability is someone who has a physical or mental impairment that limits one or more major life activities; anyone who is regarded as having such impairment; or anyone with a record of such impairment. A request for reasonable accommodation may be made by any individual with a disability, his or her representative, or a developer or provider of housing for individuals with disabilities, when the application of a land use, zoning or building regulation, policy, practice or procedure acts as a barrier to the individual(s) with disabilities.

C. A reasonable accommodation is granted only to the household that needs the accommodation and does not apply to successors in interest to the site.

D. A reasonable accommodation shall be a ministerial grant in compliance with this policy without the need for the approval of a variance, conditional use permit, special use permit or other exception process.

III. Notice of Reasonable Accommodations Policy.

Notice of the availability of reasonable accommodations shall be prominently displayed at the public information counter in the Department of Community Planning and Building, advising the public of the availability of the procedure for eligible individuals.

IV. Application Process.

A. Requests for reasonable accommodation shall be submitted on an application form provided by the City, or in the form of a letter, to the Department of Community Planning and Building and shall contain the following information:
(1) The applicant’s name, address, and telephone number. (2) The physical address, Block and Lot, and Assessor’s Parcel Number of the property for which the request is being made.
(3) The current use of the property.
(4) The basis for the claim that the individual is considered disabled under the Federal and State Acts or that the housing which is the subject of the request will be used by an individual with a disability (protected health information, including a specific diagnosis, is not required to verify disability status). Statement under penalty of perjury indicating that the requested accommodation is required for an individual(s) with disabilities.
(5) Description of the requested accommodation and the zoning code or land use provision, regulation(s), policy or procedure for which the reasonable accommodation is being requested sought.
(6) Why the reasonable Reason that the requested accommodation may be is necessary to make the specific property accessible to for the individual(s) with the disability to use and enjoy the property.
(7) Applicable design plans depicting the requested accommodation.

ATTACHMENT 2

(8) Statement under penalty of perjury indicating that the requested accommodation is required for an individual(s) with disabilities.

B. Any information identified by an applicant as confidential shall be retained in a manner so as to respect the privacy rights of the applicant and shall not be made available for public inspection.

C. If the project for which the request for a reasonable accommodation is being made requires some other discretionary approval (including use permit, design review, ect.), then the applicant shall file the information required by subsection A of this section for concurrent review with the application for discretionary approval.

A request for reasonable accommodation in regulations, policies, practices, and procedures may be filed at any time that the accommodation may be necessary to ensure equal access to housing. A reasonable accommodation does not affect an individual’s obligations to comply with other applicable regulations not at issue in the requested accommodation.

D. If an individual needs assistance in making the request for reasonable accommodations, the jurisdiction Department of Community Planning and Building will provide assistance to ensure that the process is accessible.

V. Review Authority.

A. Director of Community Planning and Building. Requests for reasonable accommodations shall be reviewed by the Director of Community Planning and Building (Director), or his or her their designee, if no approval is sought other than the request for reasonable accommodation. The Director or their designee shall make a written determination within 30 days of the application being deemed complete and either grant, grant with modifications/conditions of approval, or deny a request for reasonable accommodation. that requires review by a City Board, Commission or Council. The Director may refer the request to the Planning Commission for a written determination.

B. Other Review Authority. Requests for reasonable accommodation submitted for concurrent review with another discretionary land use application that requires review by the Planning Commission, or when otherwise referred to the Planning Commission by the Director, shall be reviewed and acted upon by the Planning Commission. The written determination on whether to grant or deny the request for reasonable accommodation shall be made by the Planning Commission in compliance with the applicable review procedure for the discretionary review.

VI. Required Findings.

The reviewing authority shall not grant an accommodation(s) unless the following findings can be made:

ATTACHMENT 2

A. The person(s) requesting the accommodation has a disability as defined under the Federal and State Acts or That the housing, which is the subject of the request for reasonable accommodation, will be used by an individual with disabilities protected under fair housing laws;
B. That the The requested accommodation is necessary for the individual to have equal opportunity to use and enjoy the housing and housing-related services to make housing available to an individual with disabilities protected under the fair housing laws and cannot reasonably be accomplished without special accommodations; C. That the The requested accommodation will not impose an undue financial or administrative burden on the City;
D. That the The requested accommodation will not require a fundamental alteration in the nature of the City’s program or law, including but not limited to land use, and zoning, building, or Local Coastal Program; and
E. The requested accommodation is consistent with Chapter 3 of the California Coastal Act of 1976, and with the Interpretative Guidelines for Coastal Planning and Permits as established by the California Coastal Commission dated February 11, 1977, and any subsequent amendments, and, within the certified Local Coastal Program Land Use Plan.

Where a request for reasonable accommodation is not consistent with these regulations, the City may waive compliance with an otherwise applicable provision of these regulations and approve the request for reasonable accommodation if the City finds:
a. That the requested reasonable accommodation is consistent, to the maximum extent feasible, with the regulations identified in this subsection. b. The accommodation minimizes inconsistencies with and will not require a fundamental alteration of the City's Local Coastal Program. c. That there are no feasible alternative means for providing an accommodation at the property that would provide greater consistency with the regulations identified in this subsection.
d. Alternative accommodations which may provide an equivalent level of benefit do not exist.

F. That the requested accommodation will not result in a significant and unavoidable negative impact on adjacent uses or structures.

VII. Conditions of Approval.

The reviewing authority may approve a request for accommodation(s) with appropriate special conditions. These conditions could include, but are not limited to:

A. Inspection of the affected premises periodically as needed; B. Record a deed restriction against the property, notifying future property owners that an exception exists and is nontransferable;
ATTACHMENT 2

C. Removal of the improvements if the need for which the accommodation was granted no longer exists and/or upon transfer of interest in the property; and D. Other conditions deemed necessary to protect the public health, safety, and welfare.

VIII. Interactive Process.

Prior to denying a request for reasonable accommodation, the Director shall engage in the interactive process to discuss with the applicant an alternative accommodation that will meet the needs of the individual.

IX. Appeals.

A. For the purposes of this policy and procedure, the following aggrieved persons have standing to appeal a determination of a request for reasonable accommodation: the applicant, the personal beneficiary (resident with the disability), or the owner(s) of real property physically abutting the project site. Abutting refers to being next to or having a common boundary with the project site.

An appeal must be filed in accordance with CMC 17.54.040 (Filing Appeals). An appeal shall be made in writing and shall specify the reasons for the appeal and the grounds asserted for relief. If an appeal is not filed within the time or in the manner prescribed in this section, the right to review of the action against which the complaint is made shall be deemed to have been waived.

B. The City may, by resolution, adopt, and from time to time amend, a fee for the filing of appeals. The fee shall be for the sole purpose of defraying costs incurred for the administration of appeals. The fee for an appeal shall be paid at the time of, and with the filing of, an appeal. No appeal shall be deemed valid unless the prescribed fee has been paid.

C. The Planning Commission or City Council shall review de novo the entire proceeding or proceedings relating to the decision, and may make any order it deems just and equitable, including the approval of the application. Any hearing may be continued from time to time.

D. At the conclusion of the appeal hearing, the hearing body shall prepare a written decision which either grants or denies the appeal and contains findings of fact and conclusions.

The written decision, including a copy thereof, shall be provided to the appellant and the project applicant.

The final decision of the reviewing authority may be appealed by following the appeal procedures established in CMC Chapter 17.64 17.54.040 (Filing Appeals) unless the final reviewing authority is the City Council, in which case the decision shall be final.

Approved by Council Resolution 2025-XXX
Month, Day, 2025
ATTACHMENT 2

CITY OF CARMEL-BY-THE-SEA

PLANNING COMMISSION
PLANNING COMMISSION RESOLUTION NO. 2025-033-PC

A RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF CARMEL-BY-THE-SEA FINDING

THAT THEIR RECOMMENDATION IS NOT A PROJECT UNDER CEQA AS DEFINED IN PUBLIC RESOURCES CODE SECTION 21065 AND CEQA GUIDELINES SECTION 15378 AND

RECOMMENDING THAT THE CITY COUNCIL APPROVE A REVISED REASONABLE

ACCOMMODATION POLICY AND PROCEDURE TO ENSURE INDIVIDUALS WITH

DISABILITIES HAVE EQUAL ACCESS TO HOUSING
WHEREAS, the City of Carmel-by-the-Sea is a unique community that prides itself on its village-in-the-forest character; and
WHEREAS, the City has adopted a General Plan that provides clear goals, policies, and objectives regarding maintaining and improving this character; and WHEREAS, California Senate Bill (SB) 520 (2001) required that California jurisdictions adopt policies and procedures to provide reasonable accommodation for people with disabilities; and WHEREAS, the City Council of the City of Carmel-by-the-Sea adopted Resolution 2011-36 on July 12, 2011, establishing a Reasonable Accommodation policy and procedures; and WHEREAS, Program3.2.A Reasonable Accommodation Procedures of the 6th cycle Housing Element of the General Plan, adopted on April 8, 2024, identified a potential governmental constraint in the findings required to grant a reasonable accommodation and in the definition of an “aggrieved person”; and
WHEREAS, on June 27, 2025, a notice of public hearing was published in the Carmel Pine Cone for the July 9, 2025, Planning Commission meeting in compliance with State law (California Government Code 65091), indicating the date and time of the public hearing; and WHEREAS, on or before July 3, 2025, the meeting agenda was posted in three locations in compliance with State law, indicating the date and time of the public hearing; and WHEREAS, on July 9, 2025, a revised Reasonable Accommodation policy was considered by the Planning Commission at a duly noticed public hearing; and WHEREAS, the California Environmental Quality Act (California Public Resources Code §§ 21000, et seq., “CEQA”), together with State Guidelines (14 California Code Regulations §§ 15000, et seq., the “CEQA Guidelines”) and City Environmental Regulations (CMC 17.60) require that certain projects be reviewed for environmental impacts and that environmental documents be prepared; and













 

ATTACHMENT 3

Resolution No. 2025-033-PC

WHEREAS, the Planning Commission finds the recommendation to the City Council is not a project under California Environmental Quality Act (CEQA), State CEQA guidelines, and local environmental regulations, as defined in Public Resources Code Section 21065 and CEQA Guidelines Section 15378; and
WHEREAS, the revised Reasonable Accommodation policy and procedure complies with federal and state housing laws and is consistent with the City of Carmel-by-the-Sea General Plan; and
WHEREAS, the facts set forth in the recitals are true and correct and are incorporated herein by reference.

NOW, THEREFORE, BE IT RESOLVED THAT the Planning Commission of the City of Carmelby-the-Sea does hereby recommend that the City Council adopt the revised Reasonable Accommodation policy and procedures with the following recommended addition to the policy:

In response to Section II.C of the proposed Reasonable Accommodation Policy which reads A reasonable accommodation is granted only to the household that needs the accommodation and does not apply to successors in interest to the site, a property owner granted a reasonable accommodation shall record a deed restriction against the property notifying future property owners that an exception exists and is nontransferable.

PASSED, APPROVED, AND ADOPTED BY THE PLANNING COMMISSION OF THE CITY OF CARMEL-BY-THE-SEA this 9th day of July 2025, by the following vote:

AYES: AHLBORN, ALLEN, KARAPETKOV, LOCKE, LEPAGE
NOES:

ABSENT:

ABSTAIN:

APPROVED: ATTEST:
_________________________ _________________________
Michael LePage Shelby Gorman
Chair Planning Commission Secretary













 

ATTACHMENT 3

CITY OF CARMEL-BY-THE-SEA

CITY COUNCIL
RESOLUTION 2011-36

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

CARMEL-BY-THE-SEA ADOPTING A CITY COUNCIL POLICY ESTABLISHING

PROCEDURES TO PROVIDE REASONABLE ACCOMMODATIONS FROM

LAND USE AND BUILDING LAWS TO INDIVIDUALS WITH DISABILITIES WHEREAS, the City of Carmel-by-the-Sea is a unique community that prides itself in its village in a forest character; and
WHEREAS, the City has adopted a General Plan that provides clear goals, policies and objectives regarding maintaining and improving this character; and WHEREAS, Title II of the Americans with Disabilities Act (ADA) requires jurisdictions to make reasonable modifications to their policies, land use regulations and practices when necessary to avoid discrimination against individuals with disabilities; and WHEREAS, The Fair Housing Amendments Act of 1988 (FHAA) and California's Fair Employment and Housing Act prohibits regulations that deny housing opportunities to people with disabilities; and
WHEREAS, California Senate Bill (SB) 520 requires that California jurisdictions adopt policies and procedures to provide reasonable accommodations for persons with disabilities; and WHEREAS, Program 3-5.1.a of the City's Housing Element of the General Plan commits the City to adopt reasonable accommodation procedures; and WHEREAS, the attached policy complies with federal and state housing laws and is consistent with the General Plan; and
WHEREAS, the attached policy is exempt from the California Environmental Quality Act (CEQA) per Section 15061(b) (3) of the CEQA Guidelines.

ATTACHMENT 4

NOW, THEREFORE, BE IT RESOLVED THAT THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA does hereby:

Adopt the attached City Council Policy C 11-01 establishing a Reasonable Accommodation procedure.

PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMELBY-THE-SEA this 12th day of July 2011 by the following roll call vote:

AYES:

NOES:

ABSENT:

ATTEST:

Heidi ��� Burch, Ci Clerk
COUNCIL MEMBERS:

COUNCIL MEMBERS:

COUNCIL MEMBERS:

BURNETT; HAZDOVAC; SHARP;
TALMAGE & McCLOUD
NONE
NONE

SIGNED,
S� �-,_ )v. ( C,�-f'
SUE McCLOUD, MAYOR
ATTACHMENT 4

I. Purpose.

II. Applicability.

CITY COUNCIL POLICY Cll-01

REASONABLE ACCOMMODATION
III. Notice of Reasonable Accommodation Policy.

IV. Application Process.

V. Review Authority.

VI. Required Findings.

VIL Conditions of Approval.

VIII. Appeals.

I. Purpose.

The purpose of the reasonable accommodation policy is to provide individuals with disabilities reasonable accommodation in rules, policies, practices and procedures to ensure equal access to housing and facilitate the development of housing for individuals with disabilities pursuant to the Federal Fair Housing Amendments Act of 1988 and the California Fair Employment and Housing Act and California Senate Bill (SB) 520.

This policy establishes a procedure for making requests for reasonable accommodation in land use, zoning and building regulations, policies, practices and procedures of the City of Carmel-bythe-Sea to comply fully with the intent and purpose of fair housing laws.

II. Applicability.

Reasonable accommodation in the land use and zoning context means providing individuals with disabilities or developers of housing for people with disabilities, flexibility in the application of land use, zoning and building regulations, policies, practices and procedures, or even waiving certain requirements, when it is necessary to afford individuals with disabilities equal opportunity and access to housing.

An individual with a disability is someone who has a physical or mental impairment that limits one or more major life activities; anyone who is regarded as having such impairment; or anyone with a record of such impairment. A request for reasonable accommodation may be made by any individual with a disability, his or her representative, or a developer or provider of housing for individuals with disabilities, when the application of a land use, zoning or building regulation, policy, practice or procedure acts as a barrier to the individual( s) with disabilities.

III. Notice of Reasonable Accommodations Policy.

Notice of the availability of reasonable accommodation shall be prominently displayed at the public information counter in the Department of Community Planning and Building, advising the public of the availability of the procedure for eligible individuals.

ATTACHMENT 4

IV. Application Process.

A. Requests for reasonable accommodation shall be submitted on an application form provided by the City, or in the form of a letter, to the Department of Community Planning and Building and shall contain the following information:
(I) The applicant's name, address and telephone number; (2) The physical address, Block and Lot and Assessor's Parcel Number of the property for which the request is being made;
(3) The current use of the property;
( 4) Statement under penalty of perjury indicating that the requested accommodation is required for an individual(s) with disabilities.
( 5) Description of the requested accommodation and the regulation( s ), policy or procedure for which accommodation is sought;
(6) Reason that the requested accommodation may be necessary for the individual(s) with the disability to use and enjoy the property; and
• (7) Applicable design plans depicting the requested accommodation.

C. Any information identified by an applicant as confidential shall be retained in a manner so as to respect the privacy rights of the applicant and shall not be made available for public inspection.

D. A request for reasonable accommodation in regulations, policies, practices and procedures may be filed at any time that the accommodation may be necessary to ensure equal access to housing. A reasonable accommodation does not affect an individual's obligations to comply with other applicable regulations not at issue in the requested accommodation.

E. If an individual needs assistance in making the request for reasonable accommodation, the jurisdiction will provide assistance to ensure that the process is accessible.

V. Review Authority.
(A) Director of Community Planning and Building. Requests for reasonable accommodations shall be reviewed by the Director of Community Planning and Building (Director), or his or her designee, if no approval is sought that requires review by a City Board, Commission or Council.

The Director may refer the request to the Planning Commission. (B) Other Review Authority. Requests for reasonable accommodation submitted for concurrent review with another discretionary land use application, or when otherwise referred by the Director, shall be reviewed by the Planning Commission.

VI. Required Findings.

The reviewing authority shall not grant an accommodation(s) unless the following findings can be made:
(I) That the housing, which is the subject of the request for reasonable accommodation, will be used by an individual with disabilities protected
under fair housing laws; and
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(2) That the requested accommodation is necessary to make housing available to an individual with disabilities protected under the fair housing laws and cannot reasonably be accomplished without special accommodations; and
(3) That the requested accommodation will not impose an undue financial or administrative burden on the City; and
(4) That the requested accommodation will not require a fundamental alteration in the nature of the City's land use, zoning, building or Local Coastal Program; and (5) That the requested accommodation will not result in a significant and unavoidable negative impact on adjacent uses or structures.

VII. Conditions of Approval.

The reviewing authority may approve a request for accommodation( s) with appropriate special conditions. These conditions could include, but are not limited to:
(1) Inspection of the affected premises periodically as needed; (2) Removal of the improvements if the need for which the accommodation was granted no longer exists and/or upon transfer of interest in the property; and (3) Other conditions deemed necessary to protect the public health, safety and welfare.

VIII. Appeals.

The final decision of the reviewing authority may be appealed by following the appeal procedures established in CMC Chapter 17.64 unless the final reviewing authority is the City Council, in which case the decision shall be final.

Approved by Council Resolution 2011-36
July 12, 2011
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