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B - Scope of Work, Fee Estimates and Timeline

Cupertino City Council
April 3, 2024

Document
B - Scope of Work, Fee Estimates and Timeline
Meeting
April 3, 2024
Body
Cupertino City Council
Original file
338 KB
Text extracted from the city's file for reading and search. Open the original on legistar.granicus.com. That file is the official record.

PLACEWORKS PROPOSED SCOPE FOR OBJECTIVE DESIGN STANDARDS  1

CITY OF CUPERTINO

PLACEWORKS PROPOSED SCOPE

FOR CUPERTINO OBJECTIVE DESIGN

STANDARDS
This document describes the scope of services to be completed by PlaceWorks to produce Objective Design Standards for the City of Cupertino . We are flexible regarding the tasks and recognize that it may be necessary to alter the scope as the project progresses per your direction to ensure the successful completion of the project.

Project Kick-Off and Management
PlaceWorks will prepare for and attend a virtual kick-off meeting with City staff to initiate the Objective Design Standards project. Agenda items will include:
 Project goals, expectations, and process
 Review scope, schedule, and budget
 Confirm management and communication protocols
This task also covers ongoing project management responsibilities , including regular and collaborative discussions with Planning staff , internal team coordination , invoice review and submittal, budget tracking, organizing meetings, tracking project progress, project scheduling, and identifying forthcoming issues and deadlines.

Task A deliverables
• Summary notes from all PlaceWorks/City staff meetings Document Review and Issue Identification
The PlaceWorks team will evaluate existing City design guidelines and other relevant City documents to fully understand the City’s approach to multifamily and mixed-use housing design. We will record design themes and priorities in order to capture Cupertino’s design approach to the highest degree possible. We will review and assess each of the following:
 City staff summary of issues, including townhome and mixed-use development  Cupertino General Plan
 Cupertino Municipal Code, Title 19 – Zoning
 Specific Plans
• Heart of the City (2014)
• South Vallco (2008)
• Monte Vista (1978, including Design Guidelines)
 Concept Plans
• South Vallco Connectivity (2014)
• South De Anza Boulevard (1985)
2  Proposed Scope FEBRUARY 2024

• South Saratoga Sunnyvale Road (1981)
• North De Anza Boulevard (1976)
Any potential conflicts between these documents and objective design standards will be recorded in an Issue Identification Memo and then addressed in Task F, Administrative Draft Standards. City staff will provide comments on a draft of the memo, and then a final version will be produced.

In addition, PlaceWorks will facilitate a discussion with C ity staff to establish needs and potential approaches to developing landscape design standards. We will discuss:
• the extent of detail desired by the City;
• the type of information to be included; and
• target areas.

Task B deliverables
• Draft and Final Issue Identification Memo (including a summary of the need for objective design standards)
Community Meeting
PlaceWorks will work with City staff to host a public community meeting for the Objective Design Standards project. The meeting will consist of an in -person open house and a 2 - hour online complement.

The goals of the public meeting will be to educate community members about objective design standards and the project, and to solicit input on multifamily housing and mixed - use design preferences. To accomplish this, the meeting is proposed as follows:
 ODS Overview. PlaceWorks, working with City staff, will provide an overview of the project and present background and goals of O bjective Design Standards for the City.
 ODS Insights and Process. We will build from public input obtained to date through the 6th Cycle Housing Element update and use examples of built projects to highlight:
• definitions and examples of objective standards;
• the connection between objective standards and State housing law; • the objective standards development process; and
• that objective standards can both ensure compliance with recent legislation and produce high quality design and amenities.

Potential approaches to the open house include asking participants to rank existing development projects to collect quantifiable feedback regarding overall aesthetic and specific design components, and/or separating design preference discussions by target areas of the City.

PlaceWorks will prepare noticing materials , meeting presentation , and content for the meeting, as well as a summary of community input. We will work with City staff to identify translation and logistical needs and plan for translation of materials and live translation, as needed. We will also set up and launch the online complements.

Task C deliverables
• Draft and final materials and summary memo for the community meeting PLACEWORKS PROPOSED SCOPE FOR OBJECTIVE DESIGN STANDARDS  3

CITY OF CUPERTINO
Stakeholder Engagement
PlaceWorks will work with City staff to facilitate two 2-hour virtual meetings with two sets of interest groups potentially impacted by objective multifamily design standards and the effects on housing review and approval. PlaceWorks assumes that City staff will select the list of developers and stakeholders to reach out to. PlaceWorks will help prepare meeting materials, assist in the conversations, and capture discussion points in notes. Potential stakeholders could include:
 Local Developers and Housing Advocates. Following City staff approval, PlaceWorks will assist in engaging the local development community in a conversation about potential impacts to housing project feasibility and implementation. We will record concerns, relevant experiences , and specific examples of project implementation following adoption of objective standards.
 Designers and Architects . Following City staff approval, PlaceWorks will assist in engaging local architects and designers to assess concerns and collect input regarding the relationship of objective standards and design feasibility.

Task D deliverables
• Draft and final materials and summary memos for stakeholder meetings Planning Commission and City Council Study Sessions
PlaceWorks will work with City s taff to facilitate Planning Commission and City Council Study Sessions in which we present the major themes, opportunities, and critical issues resulting from community input to date. We will present a series of potential approaches for discussion and solicit feedback and direction from City officials. This feedback will be integrated into Task F, Administrative Draft Standards.

Task E deliverables
• Draft and final Commission and Council Study Session meeting materials and summaries
Administrative Draft Standards
The PlaceWorks team will produce Administrative Draft Objective Design Standards for multifamily and mixed -use development and l andscape design, including explanatory narratives, conceptual diagrams, elevations, plans, sections, axonometric views, and other illustration formats t hat will best communicate the s tandards for users and City development reviewers.

We will submit the Administrative Draft Objective Design Standards to City staff and will incorporate one round of consolidated comments after review is complete.

Task F deliverables
• Draft Standards Outline
• Administrative Draft Citywide Objective Design Standards 4  Proposed Scope FEBRUARY 2024

City Staff Survey
PlaceWorks will develop an electronic survey of City staff to be paired with the Administrative Draft Standards . The survey will be used to assess how well the draft standards integrate into existing city regulations and the functionality of the standards. We will work with the City to identify recipients across multiple departments, including:
• Planning
• Building
• Housing
• Code Enforcement
• Public Works
• Environmental Services
The survey will be concise and targeted, with questions regarding, but not limited to:
• The value of introductory and background information
• The clarity of the ministerial design review process
• Identification of important design topics that aren’t covered by the standards
• Identification of standards that conflict, or are redundant with, other city regulations.

Task G deliverables
• Draft e-survey
• Final e-survey
• Survey summary memo and recommended draft ODS revisions Public Draft Standards
PlaceWorks will incorporate City comments and revisions to the Administrative Draft document and results of the staff survey to produce the Public Draft Objective Design Standards. This draft will be made available for review by the Cupertino community prior to the Planning Commission and City Council review.

Task G deliverable
• Public Drafts of Objective and Landscape Design Standards Hearings and Final Standards
PlaceWorks staff will attend a Planning Commission meeting to present the Public Draft Objective Design Standards and solicit feedback and direction for finalizing the Standards.

PlaceWorks will prepare a presentation of the shift from subjective to objective Standards for a series of major design components. We will develop other meeting materials and submit a Summary Memo of feedback received.

PlaceWorks will incorporate Planning Commission direction into Final Objective and Landscape Design Standards and present those to the City Council and identify and seek Council approval for any actions needed to achieve consistency with Title 19 of the municipal code and/or the General Plan. The PlaceWorks team will then make any Council- directed changes necessary to publish the final adopted Objective Design Standards.

PLACEWORKS PROPOSED SCOPE FOR OBJECTIVE DESIGN STANDARDS  5

CITY OF CUPERTINO
Task H deliverables
• Planning Commission materials and summary
• Council materials
• Final Objective Design Standards

PlaceWorks
City of Cupertino Objective Design Guidelines for Housing Development

COST PROPOSAL
Charlie Knox Greg
Goodfellow
Bruce
Brubaker Sara Sutton Erina
Shimanuki
Erika
Lindstrom
Spence
Koehler
Principal-In-
Charge
Project
Manager
Design
Advisor
Landscape
Advisor
Urban
Designer Associate Landscape
Designer

GRAPHICS /

EDITING
Hourly Rate $275 $220 $265 $250 $155 $185 $155 $140

PROJECT TASKS
A Project Kick-Off and Management 16 40 8 16 4 84 $360 $18,380 B Document Review and Issue Identification 4 24 4 4 24 8 8 76 $298 $15,178 C Community Meetings 4 12 14 14 6 50 $189 $9,619
D Stakeholder Engagement 8 16 16 16 56 $223 $11,383
E Planning Commission and City Council Study Sessions 16 16 16 48 $218 $11,098 F Administrative Draft Standards 16 48 2 2 56 56 56 16 252 $919 $46,869 H City Staff Survey 6 12 8 6 2 34 $138 $7,058
I Public Draft Standards 16 24 2 2 40 40 24 16 164 $605 $30,875 J Hearings and Final Standards 16 16 8 8 8 8 64 $260 $13,260 Total Hours 102 208 8 8 174 180 106 42 828
Total $28,050 $45,760 $2,120 $2,000 $26,970 $33,300 $16,430 $5,880 $3,210 $163,720

EXPENSES
Travel $800
GRAND TOTAL $164,520

PLACEWORKS
Task
Hours Task Total
2% Markup
for Office
Expenses
April 2024 May 2024 June 2024 July 2024 August 2024 September 2024 October 2024 November 2024Tasks Time Weeks 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 A. Project Kick-Off and Management ongoing
B. Document Review and Issue Identification 3 weeks
C. Community Meeting 5 weeks *
D. Stakeholder Engagement 5 weeks * *
E. Planning Commission and City Council Study Sessions 5 weeks * * F. Administrative Draft Standards 12 weeks
G. City Staff Survey 3 weeks
H. Public Draft Standards 4 weeks
I. Hearings and Final Standards 4 weeks * *
Legend
PlaceWorks Team
City Review Period
Public Review Period
Public Hearing/Meeting
*

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