Agenda Item A.6
CPMS CONSENT CALENDAR
Meeting Date: January 21, 2025
TO: Mayor and Councilmembers
SUBMITTED BY: Luz “Nina” Buelna, Public Works Director
PREPARED BY: Gerald Comati, Contract Project Manager
SUBJECT: Approval of Amendment 1 to Professional Design Services Agreement with DKS Associates, Inc., for preparation of the 2024 Development Impact Fee Nexus Study Update
RECOMMENDATION:
Authorize the City Manager to execute Amendment 1 to the Professional Design Services Agreement No. 2024-091 with DKS Associates, Inc., increasing the agreement amount by $70,000 for an expanded scope for a total not-to-exceed amount of $345,700.
BACKGROUND:
The legal requirements for enactment of a development impact fee (DIF) program are outlined in California Government Code sections 66000- 66025 (the “Mitigation Fee Act”), the bulk of which was adopted as 1987’s Assembly Bill (AB) 1600 , and thus commonly referred to as AB 1600 requirements.
DIFs are charged on development projects to cover some costs of public facilities related to those projects . Cities can charge DIFs through the Mitigation Fee Act. Under the Mitigation Fee Act, cities must ensure a nexu s between the development project’s impacts and the imposed fee amounts. In addition, to have a DIF program, cities must have an ordinance in place to establish the types of fees and a nexus study to analyze the impacts of types of development (e.g.: resid ential, commercial, industrial) and their proportionate impacts on public facilities.
In February 2019, the City Council adopted a resolution approving new development impact fees and a Development Impact Fee Study under the Mitigation Fee Act and conducted first and second readings on an ordinance addressing zoning and payment of the new development impact fees.
The Nexus Study tasks involved updating the City’s Development Impact Fee (DIF) categories. This included updating the Goleta Traffic Model, developing cost estimates for all Transportation DIF projects, and preparing the Nexus Study to address all DIF categories. The 2019 Nexus Study outlined the following fees:
1 Meeting Date: January 21, 2025
1. Public Administration (including Police)
2. Fire
3. Library
4. Parks and Recreation
5. Transportation
6. Bicycle/Pedestrian
7. Storm Drain
In 2021, the City approved a new fee:
8. Non-Residential Affordable Housing Fee
The Mitigation Fee Act recommends updating the Development Impact Fee Nexus Study every five years.
DISCUSSION:
In August 2024, the City Council approved an agreement with DKS and Associates, Inc., (DKS) to support the DIF Nexus Study Update. The proposal consisted of an update of the Goleta Traffic Model and an Update of the Nexus Study by DKS and Urban Economics (as sub-consultant to DKS). This effort includes a review of the existing fee program and legislative changes, an assessment of land use and growth assumptions, development of growth forecasts, completion of the traffic analysis needed for the facility fee update, determination of fee allocation for identified transportation projects, calculation of updated fees, preparation of draft and final reports.
Public Works is recommending an amendment to the DKS agreement to provide a comprehensive assessment and GIS mapping of existing pedestrian and bicycle infrastructure and travel, and using a pedestrian and bicycle traffic model, identify a low- stress and safe pedestrian/bicycle network throughout the City (“Task D” in Amendment 1). The project will identify the infrastructure improvements required to complete the network. These improvements will be included in the Bicycle/Pedestrian DIF projects list.
This effort complements and updates the City's existing pedestrian and bicycle plans and will make a significant step towards an efficient and functional pedestrian and bicycle- friendly City of Goleta.
FISCAL IMPACTS:
This amendment is funded by the account listed in Table 1 below.
Table 1 – Estimated Costs and Funding for DKS Amendment
Vendor Project
Component
Estimated
Total Costs
Funding Source Funding
Amounts
DKS DIF Nexus Study $70,000 101-50-5200-51200 $70,000 Subtotal $70,000 $70,000
2 Meeting Date: January 21, 2025
ALTERNATIVES:
City Council may direct staff to not approve the amendment to the professional design services agreement with DKS and Associates, Inc., in which case the ability for the City to more deeply assess pedestrian and bicycle travel and update a pedestrian and bicycle plan, and identify new pedestrian/bicycle DIF projects will be limited.
LEGAL REVIEW BY: Isaac Rosen, Acting City Attorney
APPROVED BY: Robert Nisbet, City Manager
ATTACHMENTS:
1. Amendment 1 to Professional Design Services Agreement 2024-091 with DKS and Associates, Inc.
2. Professional Design Services Agreement 2024-091 with DKS and Associates, Inc. 3 ATTACHMENT 1
Amendment 1 to Professional Design Services Agreement 2024-091 with DKS and Associates, Inc.
4 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
AMENDMENT NO. 1
TO A PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF GOLETA
AND
DKS ASSOCIATES, INC
This Amendment No. 1 to the Professional Services Agreement by and between the City of Goleta , a municipal corporation (“ City”) and DKS ASSOCIATES, INC, a California Corporation (“Consultant”) dated August 20, 2024 (“Agreement,” Agreement No. 2024-091) is made on this 21st day of January 2025.
SECTION A. RECITALS
1. T his Agreement is for the professional services in conjunction with the 2024 Development Impact Fee Nexus Study and Traffic Model Update; and
2. T he Agreement currently provides in Section 3 Subsection (a) for the total compensation amount not to exceed $275,700; and
3. T he parties desire to amend the Agreement so as to provide for additional compensation in the amount of $70,000 for additional tasks; and
4. T he Agreement currently provides in Exhibit A entitled “Scope of Work” the complete and particular description of services; and
5. T he parties desire to amend Exhibit A by adding additional services as more completely and particularly set forth in the Scope of Work, attached as Exhibit "A-1"; and
6. City Council approved this Amendment No. 1, on this 21st day of January 2025.
SECTION B. AMENDED TERMS
Now therefore City and Consultant agree that the Agreement be, and hereby is, amended as follows:
For additional money:
1. S ubs
ection (a) of Section 3 . COMPENSATION AND PAYMENT of the Agreement is amended to add an additional authorized amount of $70,000 and to read in its entirety:
(a) Maximum and Rate. The total compensation payable to CO
NSULTANT by CITY for the services under this AGREEMENT
SHALL NOT EXCEED the sum of $345,700 (herein "not-to-exceed amount") and shall be earned as the work progresses.
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 5 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
H
ourly at the hourly rates and with reimbursement to
CONSULTANT for those expenses set forth in
CONSULTANT's Schedule of Fees marked Exhibit "B,"
attached and incorporated herein. The rates and expenses set forth in that exhibit shall be binding upon CONS ULTANT until December 31, 2025, after which any change in said rates and expenses must be approved in writing by CITY's Project Manager as described in Section 5 (CITY is to be given 60 days notice of any rate increase request), provided the not to exceed amount is the total compensation due CONSULTANT
for all work described under this AGREEMENT.
2. T
his Agreement is amended to delete and replace in its entirety:
Exhibit A “Scope of Work ” with Exhibit A-1 “Scope of Work” attached hereto and incorporated herein.
3. Except as otherwise specifically provided herein, all other provisions of the Agreement shall remain in full force and effect.
I
n concurrence and witness whereof, this Amendment No. 1, has been executed by the parties effective on the date and year first above written.
C
ITY OF GOLETA CONSULTANT
___
_________________________ ______________________________ Robert Nisbet, City Manager John Bosket, PE, Vice President ATTEST:
___
__________________________ ______________________________ Deborah Lopez, City Clerk Jim Damkowitch, Principal
APPROVED AS TO FORM:
ISAAC ROSEN, ACTING CITY ATTORNEY
_____________________________
Scott Shapses, Deputy City Attorney
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 6 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
EXHIBIT A-1
A. GOLETA TRAVEL MODEL UPDATE
Task A1. Full upgrade to latest VISUM software version
Task A.1.1 Import Model into Latest Software Version
CONSULTANT shall import the Goleta Travel Model into the latest version of VISUM.
Task A.1.2 Properly Execute GP -1, GP-7, Current DIF Model CONSULTANT shall execute the CITY’s latest DIF Baseline and Forecast model. Volume difference plots shall be generated to verify stable results relative to the previous PTV VISUM-16 software version. If stable results are not generated by the most recent software version CONSULTANT shall continue to use VISUM Version 16.
Task A2. Update Signal Timing Plans (new or modified intersections since 2015)
Task A.2.1 Identify Need to Update Signal Timing Plans for CITY /County Intersections
For new or modified signal timings post 2015, the CITY shall provide CONSULTANT the signal timing plans for CITY owned and operated signalized intersections currently included or planned for incorporation in the model network. CONSULTANT shall coordinate with the County of Santa Barbara for signals within the CITY ’s modeling domain but which are operated by the County that have new or modified signal timings since 2015. The number of intersections requiring new or revised signal timings is assumed to be less than 10 for budgeting purposes.
Task A.2.2 Code Intersections Modified Post -2015
After receipt of all new or modified signal timing plans, CONSULTANT shall code/update the model intersection signal timings of up to ten (10) intersections identified in sub- task A.2.1.
Task A3. Re-exam
ine Zone and Network Detail
Task A.3.1 Review TAZ Structure
CONSULTANT shall review the shape file of the existing model zone structure.
CONSULTANT shall coordinate with the CITY to refine TAZ boundaries where appropriate. Although no boundary changes are anticipated, CONSULTANT shall Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 7 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
c
oordinate with the CITY where new development has occurred since 2015 or anticipated new growth may dictate re-examination for the need to split TAZs.
T
ask A.3.2 Review Network and Connector Detail
CONSULTANT shall review all model network attribute information. This includes: link type, directionality, number of lanes, capacity , length, design speed and link delay coefficients. Node attributes shall also be reviewed including intersection type, node capacity factors, node capacity , special delay links, turn penalties, node delay coefficients, base delay, intersection geometry and signal timing (see Task 2). Link and node attributes shall be systematically checked to current Goleta Model coding conventions for consistency.
The need for additional network detail (i.e., coding minor new development access roadways and/or collector and local streets currently not reflected in the model network) shall be determined and coded in coordination with the CITY modeling conventions.
Given the maturity of the Goleta model network and minimal roadway network infrastructure improvements in the CITY since 2015, the amount of new or revised network coding is not anticipated to be significant.
T
ask A.3.3 Coordinate with CITY on Model Zone and Network Modifications CONSULTANT shall review the TAZ zone connectors. The number of zone connectors and the zone loading percentages (multi -point assignment) shall be reviewed relative to actual development driveway and network access characteristics. Where growth has occurred since 2015 or new growth is planned CONSULTANT shall determine if modifying zone connectors or loading is considered appropriate. If so, CONSULTANT in coordination with the CITY shall code these connector changes based on the CITY ’s standard modeling conventions.
T
ask A4. Update Baseline Land Use
T
ask A.4.1 Update CITY Land Use
It is not anticipated that any new land use categories will be added to the model.
CONSULTANT shall update the Goleta Model’s current 2015 baseline land use to reflect a 2024 baseline. This shall entail working closely with the CITY to confirm what pending and approved development projects have been constructed and occupied within the CITY since 2015. To facilitate this task, the complete Existing Plus Approved and Pending (EPAP or Cumulative) development list submittals that the CITY regularly tracks its’ development permits shall be provided to CONSULTANT.
T
ask A.4.2 Update Non -CITY Land Use
CONSULTANT shall coordinate with the County of Santa Barbara and the CITY of Santa Barbara to update the non- CITY TAZ baseline land use in a similar fashion as sub- task A.4.1.
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 8 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
Task A.4.3 Update External Gateways
CONSULTANT shall reassess the external assumptions of the baseline model (i.e., I -X, X-I, X -X trips). These include, but are not limited to, US 101 (north- south), SR 154, Cathedral Oaks/SR 192, and Hollister Avenue. Although driven by land use growth, external assumptions (model domain gateways) are reflected as vehicle trips. The most recent traffic count data recorded at the model external stations (2023- 24) shall be reviewed and considered relative to the 2013-15 external traffic counts currently resident in the baseline model and adjusted as appropriate. CONSULTANT shall also review SBCAG’s regional travel demand model 2050 model assignments at all gateways entering/existing the CITY to gauge assumed future growth at each of the CITY ’s gateways relative to historical growth rates.
Task A5. Development of 2024 AM/PM Peak Hour Assignment Baseline Model
Task A.5.1 Update Trip Generation Factors
CONSULTANT shall update the AM and PM peak hour models based on ITE (11th Edition) trip generation rates. Factors used to separate trips by trip purpose and by origin and destination (ins and outs) shall be checked relative to NCHRP 365 (the update to NCHRP 187 used to factor the current model).
Task A.5.2 Calibrate Model Parameters
Traffic counts collected in May 2024 shall be coded into the Goleta Travel Model to establish the baseline validation data set.
The need to adjust the ITE rates shall be based on an iterative calibration procedure. Up to fifteen (15) model runs shall be applied to test rate adjustments that yield the best model fit with 2024 traffic counts. Based on these updated trip generation rates, the AM and PM peak hour productions and attractions shall be balanced. Disaggregation of external trips by trip purpose shall be checked and added to the internal trips origin and destination sums by trip purpose for balancing during calibration.
Task A6. AM/PM Peak Hour Baseline Model Validation
Task A.6.1 Static Validation
CONSULTANT shall perform a full AM and PM peak hour validation for the CITY of Goleta VISUM Travel Model. The proposed validation methods shall include:
Static Validation
• Screenline Analysis Validation
• Functional Class (Road Type) Validation
• Correlation Statistics
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 9 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
Each of the validation methods shall be based on the AM and PM peak hour validation counts provided by the CITY . For non- CITY roadways, AM and PM peak hour counts shall be harvested from the County’s traffic count data base and/or from the Goleta Valley Model.
The static validation for the AM and PM Peak Hour Travel Model shall include screenline validation, link -based validation by functional class, and correlation statistics. Each of these validation checks are described below. Nine validation screenlines have historically been used for validation of the CITY ’s travel model. These nine screenlines shall be retained for the baseline model update. State and federal model validation guidelines suggest that total model -estimated traffic across a screenline to be no more than ten percent different from the total traffic counts.
The standard FHWA and Caltrans travel forecasting guidelines recommend validation criteria based on a comparison of total model volumes and traffic counts on various facility types, including:
• Freeways
• Principal Arterials
• Collectors
• Frontage Roads
• Local Roads
Model network links shall be stratified by functional classification, along with a detailed inventory of the number of links, how many of these links have associated validation counts, and the percent error between the actual counts and model predictions. The state guidelines dictate that each functional class should achieve below the desired % error.
Correlation Statistics
The standard FHWA and Caltrans travel forecasting guidelines recommend a correlation between model estimates and counts of 0.88 or more. State guidelines also include a correlation curve with a recommendation that 75 percent of daily link volume estimates compared to counts fall within the curve.
Task A.6.2 Dynamic Validation
Dynamic validation methods provide valuable feedback into the accuracy and consistency of the travel model and its behavior. CONSULTANT shall perform several dynamic validation exercises to ensure that the model properly responds to changes in inputs, i.e., that the magnitude and direction of model behavior makes sense. Such exercises shall include:
• Add a link
• Delete a link
• Change link speeds
• Change link capacities
• Add 100 households to a TAZ
• Add 1,000 households to a TAZ
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 10 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
For the CITY of Goleta Travel Model dynamic validation, CONSULTANT proposes the following dynamic validation exercises:
• addition and deletion of housing units within highest populated areas of the CITY; • addition and deletion of the number of employees at one or two high employment centers; and,
• a hypothetical bypass shall be coded.
These dynamic validation tests shall be developed in consultation with the CITY .
CONSULTANT shall develop a technical memorandum which shall describe the static and dynamic validation process and results.
Task A7. CI TY of Goleta Model Update Report
Task A.7.1 Administrative Draft Plan
CONSULTANT shall develop a single unified model development report describing each step of the baseline model update process. This administrative draft report shall be submitted to the CITY for comments.
Task A.7.2 Final Plan
After receipt of a single round of unified comments from the CITY , the Consultant shall address the comments and modify the draft report as appropriate for final submittal to the CITY.
Product: Final Model Update Report and Updated Model Files (Baseline Model).
TASK B. GOLETA FACILITIES FEE STRUCTURE TECHNICAL APPROACH
Task B.1. Review of Existing CIT
Y Fee Program and Legislative Changes
Task B.1.1 Review Existing Program
CONSULTANT shall plan to update all four development impact fees documented in the previous update (transportation, general public facilities, library, and parks and recreation). The CONSULTANT Team shall review the CITY ’s existing Fee Program.
Since the previous update was performed by the CONSULTANT Team this effort shall be expedited. It shall include review of the Ordinance and other available documentation, CITY Council actions, and the CITY’s administration of the program.
The CONSULTANT Team shall coordinate with CITY staff to identify areas of the Facilities Fee Program and/or its administration that are considered inefficient or problematic. These issues shall be specifically targeted for improvement by this revision.
The CONSULTANT Team shall work with CITY staff to identify known deficiencies or concerns.
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 11 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
T
ask B.1.2 Review Legislative Changes
Given the passage of AB 602, CONSULTANT shall implement modifications of the existing program to comply – particularly for residential fees which now must be based on floor area versus by unit. AB 602 also addresses ADUs and modifies the public review process for fee updates.
Ta
sk B.2. Land Use and Growth Assumptions
CONSULTANT shall use the CITY’s General Plan build-out land use to provide the basis for the land use assumptions and development forecasts to be used to estimate future facility needs and cost allocations. It shall consist of the following sub-tasks:
T
ask B.2.1 Time Horizon
A 2050 forecast horizon shall be used for the Facilities Fee Update. A 2050 forecast horizon is consistent with the planning horizon developed for the CITY ’s General Plan Update preferred land use scenario. It is also consistent with SBCAG’s RTP/SCS planning horizon and the CITY’s updated travel demand model forecast horizon. A planning horizon of 2050 is considered long enough to plan for long- term infrastructure needs, yet short enough to represent reasonably anticipated growth based on current land use policy.
Given that the updated Goleta Model (see Task A) is based on a 2024 baseline year, the baseline year of 202 4 shall be considered for this fee update. Although selecting the most current year as baseline is typically desired, a baseline year gap of several years should not be considered problematic as development growth within that span can be easily tracked and accounted/controlled for using the CITY ’s Cumulative Land Use Development tracking.
T
ask B.2.2 Land Use Assumptions
The CONSULTANT Team shall review the existing Facilities Fee land use categories for which the fee shall be calculated and make recommendations if these should be revised.
The CONSULTANT Team shall define the operative land use assumptions, such as persons per household and employees per square foot, to be used to forecast growth and facility demand.
T
ask B.2.3 Growth Forecasts
Once the land use categories and assumptions are defined, the CONSULTANT Team shall prepare a growth forecast for each land use category. The CITY’s General Plan preferred land use forecast shall serve as the foundation of this analysis. A key task shall be addressing amendments to the General Plan or the zoning code that would allow different development types to develop is specific areas that was not envisioned when the General Plan was adopted in 2006.
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 12 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
CONSULTANT shall make a key land use assumption for the non- CITY of Goleta areas of the Goleta Modeling domain. This assumption shall have an effect on total travel demand and influence to varying degrees the fair share estimates at specific locations/improvements. CONSULTANT shall coordinate with the CITY , County and CITY of Santa Barbara regarding the appropriate land use assumptions for these areas.
Product: Draft and Final Land Use Assumptions and Projections Memoranda
Task B.3 Transportation Analysis
The CONSULTANT Team shall coordinate with CITY to perform the transportation analysis needed for the Facilities Fee Program update.
The updated Goleta Travel Model, in conjunction with updated demand projections, shall provide critical components of the Facilities Fee Program nexus analysis, including:
defining the CITY network; allocating travel demand among land uses and between new, existing, and external development; determining existing deficiencies; and selecting capital improvements for fee funding. Although traffic counts shall determine existing/baseline operations for the fee update, the future year AM/PM Peak Hour Goleta Model shall be applied to generate the future year volume sets to determine future year operations (baseline model runs are scoped as part of Task A).
The land use projections and ITE vehicle trip generation information shall provide the basis for estimating the growth in Dwelling Unit Equivalents ( DUEs). The percentage growth in DUE’s can be considered when establishing the fair share for the asset -based non-transportation impact fees (i.e., general public facilities, library, and parks and recreation, bicycle facilities).
Product: Technical Memorandum including traffic model specifications and analysis needed to support impact fee program update.
Task B.4. Capital Improvement Program
The CONSULTANT Team shall work with CITY staff to update the current list of capital improvements as well as existing public facility inventories for the three non-transportation impact fees. This final updated list and their corresponding costs covered in full or in part by the Facilities Fee Program update shall be provided to CITY in an Excel database format. These tasks include the following:
Task B.4.1 Asset and Deficiency Assessment
For the transportation fee, CONSULTANT shall use CITY’s ADT Thresholds and Intersection LOS standards and design standards to define specific goals related to traffic levels and facility design within the CITY Program network. Service and design standards shall facilitate decisions regarding the type, location, and level of improvements needed.
They will also help allocate costs between new and existing development, an important Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 13 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
determination, as improvements needed to correct existing deficiencies must be funded with other sources.
For the three non-transportation fee the CONSULTANT Team shall evaluate existing and planned facilities needs to develop the most appropriate level of service policy for the nexus analysis. The CONSULTANT Team shall coordinate with CITY staff to tier from the prior update assumptions and data on existing facilities to be included in the nexus analysis. This evaluation shall again include consideration of the statutory level of service standard associated with a Quimby parkland dedication in-lieu fee.
Task B.4.2 Identify Facility Fee Program Projects
The designation of improvements to CITY facilities shall be identified consistent with AB 1600 requirements and consistent with the existing and future deficiency analysis as applicable. The CONSULTANT Team shall seek assistance from CITY staff to identify planned improvements for the three non-transportation impact fees.
Product: Technical memorandum identifying the basis for project selection and Facility Fee Program projects.
Task B.4.3 Develop Capital Cost Estimates
Updated improvement costs to previously identified improvements carried forward as part of this update shall be provided to CONSULTANT by CITY. For the costing of new or redefined improvements, the CONSULTANT Team shall incorporate all planning level cost estimates developed by the CITY or its consultants performing this CIP costing task.
Product: Draft and Final Capital Improvement Program
Task B.4.4 Identify Funding Requirements and Sources
The CONSULTANT Team shall match the capital improvements described above with their anticipated or expected funding sources. Projects with designated funding sources shall generally not be included in the Facility Fee Program calculations. CONSULTANT , in consultation with the CITY , shall identify all other “discretionary” funding sources, including Federal, State, and local funds. Revenue information provided by the CITY as part of SBCAG’s RTP/SCS financial constrained assessment shall provide an obvious starting point for such an analysis. The total discretionary and non- discretionary funding amounts shall be deducted from the total of the cost estimates to determine the net funding gap for purposes of the Facilities Fee Program calculation.
Revenues already encumbered from the previous Facilities Fee Program or developer contribution requirements shall likely be considered part of the funding pool and shall be deducted from total Facility Fee Program cost estimates. It will be necessary to avoid “double-charging” for individual improvement projects.
Product: Cost and Funding Alternatives Memoranda
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 14 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
Task B.5. Cost Allocation Methodology
CONSULTANT Team shall allocate the total cost of the planned improvements using nexus calculations derived from the traffic model. For the three non-transportation impact fees, the CONSULTANT Team shall allocate costs based on service population including residents and workers. Workers will be weighted relative to residents to reflect relative differences in service demand for each type of facility.
Task B.5.1 Allocation Between New, Existing, and External Development CONSULTANT shall review each capital project developed in Task 4.2 to determine the proportion attributable to existing deficiencies and the portion to future growth. For the transportation fee, this calculation shall be based on the service standards documented in Task 4.1 and trip generation estimates derived from the traffic model and demand projections. For the three non- transportation fees costs shall be allocated per capita based on service population. It will be important not only to establish nexus in terms of a “relationship” but also to ensure that the portion of the cost allocated to new growth is reasonable and based on demonstrated need or demand for services. Only the portion of costs attributable to new growth within the city since the Facility Fee Program’s inception shall be included in the program update.
Task B.5.2 Allocation by Land Use
CONSULTANT shall also distribute the total costs of each improvement among each of the land use types specified in Task 2.2 based on their relative demand for each improvement. The analysis shall abide by legally defensible nexus standards per AB1600.
Task B.5.3 Allocation by Jurisdiction (UCSB/County/ CITY of Santa Barbara) CONSULTANT shall prepare a Cost Allocation Memoranda. For purposes of this analysis, the following sub- areas have been previously identified based on the Goleta Travel Model TAZ structure:
1. City of Goleta TAZs;
2. Non-City TAZs; and,
3. External Zone TAZs.
These three areas are the operative geographic units for determining developer fees.
New development and the resulting trip growth associated with the City of Goleta TAZs determine the fees while trips associated with Non-City and External TAZ growth do not.
For information purposes, the Goleta Travel Model has been further divided into the following sub-geographies:
• City of Goleta – Old Town Area;
• City of Santa Barbara – Old Town Area;
• County of Santa Barbara – Old Town Area;
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 15 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
• City of Santa Barbara – Airport Master Plan Area;
• City of Santa Barbara – Airport Community Plan Area (same as Old Town Area); • City of Santa Barbara – East Goleta Valley; and,
• University of California at Santa Barbara (UCSB)
Trips associated with new development planned within these sub- areas were analyzed to determine the fee implications associated with inter-jurisdictional travel demand. These geographies are shown in Figure 1. TAZ to Planning Area correspondence tables are available for files for analysis.
Select link (Flow Bundle) analysis shall be performed to determine the fair share contribution of trips associated with these jurisdictions and sub-areas and specifically new development within these jurisdictions and sub-areas.
Product: Draft and Final Cost Allocation Memoranda
Task B.6. Preliminary Fee Calculation
Task B.6.1 Preliminary Fee Schedule
Based on the cost allocation and growth assumptions described above, the CONSULTANT Team shall develop a preliminary fee calculation for each land use.
Specifically, the total improvement costs shall be divided by the expected growth in each land use category. The CONSULTANT Team shall summarize the impact fees by area for each land use for review by CITY. This preliminary fee calculation is designed to elicit input regarding the amount, scope, and incidence of the fees calculated.
Per AB 602 (effective July 1, 2022), residential fees must now be expressed on a per square foot basis rather than by unit. In addition, SB 13 provides screening criteria for ADU housing developments. The CONSULTANT Team shall coordinate with the CITY to address both AB 602 and SB 13 as part of this facilities fee update.
Task B.7. Final AB1600 Fee Calculation
Task B.7.1 Final Fee Schedule
The CONSULTANT Team shall update the preliminary impact fee schedule based on the input derived from the work conducted in Task 6. For example, the preliminary fee calculation methodology may be revised to incorporate changes in the amount, scope, or incidence of the fees.
The annual fee adjustment process shall also be examined. The CONSULTANT Team can evaluate the various indices used to adjust fees from year to year.
Product: Draft and Final Program Schedule
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 16 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
Ta
sk B.8. Draft and Final Facility Fee Program Technical Report T
ask B.8.1 Draft Facility Fee Program Nexus Report
The CONSULTANT Team shall prepare a Technical Report that documents the assumptions and methodology and establishes the legally required nexus for creating the revised Facility Fee Program. The report shall be prepared in accordance with the Mitigation Fee Act (AB1600), as recorded in California Government Code Section 66000-66008. The Report shall also identify alternative funding sources that may be applicable to offset costs of required transportation improvements. The report shall include copies of all data, models, mapping, and other materials used in the analysis.
The CONSULTANT Team shall first prepare an Administrative Draft Technical Report for CITY review before preparing a Draft Technical Report for broader circulation and review.
Figure 1 Goleta Travel Model Sub-Areas
S
ourc
e: Goleta Development Impact Fee Program Update, Appendix A: Traffic Needs Analysis.
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 17 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
T
ask B.8.2 Final Facility Fee Program Nexus Report
Based on comments received on the draft report, the CONSULTANT Team shall submit a Draft Final Technical Report. The Final Technical Report shall be written so as to be easily understood by non- technical readers. The purpose is to provide a user-friendly documentation of the Facilities Fee Program structure and its basis.
Product: Administrative Draft and Draft Final Program Technical Report T
ask B.9. Revise Impact Fee Program Ordinance and/or Resolutions T
ask B.9.1 Draft Facility Fee Program Ordinance and/or Resolutions Revision of the existing program Ordinance may be needed to maintain a fee program that can be sustained over many years, and one that will meet the needs of a growing CITY. The CONSULTANT Team shall review the Ordinance and/or resolutions, with input from CITY, and prepare updates based on the findings of all previous tasks.
T
ask B.9.2 Final Facility Fee Program Ordinance and/or Resolutions Based on internal CITY input and comments on recommended draft changes to the program Ordinance (if any), the CONSULTANT Team shall finalize the Ordinance.
The CITY recognizes that the CONSULTANT Team does not have legal expertise and that any modifications proposed by the CONSULTANT Team must be reviewed and revised by CITY Legal Counsel.
Product: Draft and Final Program Ordinance and/or Resolution Revisions Ta
sk B.10. Planning Commission and CITY C ouncil Presentations T
ask B.10.1 Preparation of Presentation Materials (PPT - Support Staff Reports) The CONSULTANT Team shall support CITY staff to prepare presentation materials (i.e., staff report support and PowerPoint presentations) for both the CITY ’s Planning Commission and its CITY Council.
Ta
sk B.10.2 Commission and Council Presentations (2 Meetings) If desired, the CONSULTANT Team shall attend these meetings and participate in the presentations. Two in- person meetings total are assumed for budgeting purposes (one each). If additional commission or council meetings are desired, additional budget shall be needed on a time and materials basis.
Product: Staff Report text and PPT presentations, participation in presentations.
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 18 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
T
ASK C. PROJECT MANAGEMENT
T
ask C.1.1 Schedule
CONSULTANT shall coordinate with the CITY prior to work being performed on the anticipated schedule for completing key interim deliverables and the DIF update.
T
ask C.1.2 Project Management Meetings
The CONSULTANT Team shall regularly meet with CITY staff during the update of the Goleta Travel Model and development of the DIF update. It is anticipated that 6 check-in meetings shall be required during the model update and 24 check -in meetings shall be desired during the DIF update.
Ta
sk C.1.3 Monthly Progress Reports and Invoices
CONSULTANT shall prepare monthly progress reports as part of its regular invoicing.
T
ask C.1.4 Meeting Short -Term Action Lists
CONSULTANT shall prepare a Short-Term Action list that shall serve as the agenda and minutes for the Project Management Meetings (Task C).
AM
ENDMENT 1
T
ASK D
.1 Existing Infrastructure/Facilities Inventory and Mapping CO
NSULTANT shall examine the City’s existing inventory of infrastructure data and GIS resources. Where gaps exist, CONSULTANT shall use a combination of field reconnaissance, windshield surveys, and on- line resources (e.g.. Google Earth Pro, Google Maps Streetview) to fill gaps. The following attributes will be mapped in GIS. • R
oadway network geometric attributes (number of lanes; lane width; shoulder width; posted speed limit);
• Pedestrian/bicycle facility geometric attributes including: Class I, II, III, IV bikeways (as applicable), bikeway signage, sidewalks, paths, bicycle storage racks, lockers, mid-block crosswalks street markings; controlled mid- block pedestrian crossings (HAWKs RFBs etc.), ADA ramps.
• Intersection control and geometric attributes for pedestrian and bicycle storage and crossings.
• Safe routes to schools.
T
ASK D.2 City-wide Origins and Destinations
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 19 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
CONSULTANT shall coordinate with the City to identify key origins and destinations throughout the city. We will prepare a land use map showing key Points of Interest (POI) including residential neighborhoods, schools, hospitals, elder care facilities, major employers, shopping centers, transit stops and hubs etc.
The City already provides bicycling and walking connections to some of these POIs. We also understand that regional connections to POIs outside the City should be considered.
While many of Goleta’s existing sidewalks and bicycle facilities connect to key destinations, nearby higher-stress crossings and segments may discourage bicycle and pedestrian access. The ultimate goal will be to develop a “low -stress” pedestrian/bicycle network that serves as many POIs as possible (see Task 1.4 for a description of Traffic Level of Stress analysis i.e., needs assessment).
First-mile/last-mile connections to and from bus stops are critical. Santa Barbara Metropolitan Transit District (SBMTD) provides local transit service to many parts of the City, as well as surrounding unincorporated areas and to the cities of Santa Barbara and Carpinteria. The Clean Air Express provides regional prescription service between the City of Goleta and north County and Ventura County. CONSULTANT shall prepare a map and description of existing transit stops and stations for intermodal connectivity.
TASK D.3 Accident and Safety Analysis and Mapping
Pedestrian/bicycle low-stress connectivity will be evaluated relative to pedestrian/bicycle- vehicle collision history using the most recent five years of SWITRS data. This traditional hot-spot analysis will identify locations in the bicycle network that have historically exhibited safety issues for cyclist. All pedestrian and bicycle collision data will be stratified by collision type, collision severity, collision factor and mapped in GIS. Heat maps will also be developed to illustrate and delineate areas or corridors of the city where pedestrian and/or bicycle collisions are most prominent. Based on this information, a systemic safety analysis approach will be performed that will map the degree of “risk” associated with the infrastructure characteristics within the city. High- risk locations or corridors which may or may not have any collision history, will be identified and considered for improvements. Both collision and risk mapping will be performed relative to disadvantaged and non- disadvantaged communities to determine if the disadvantaged communities in the city exhibit disproportionately poorer accessibility to the low -stress active transportation network and are therefore at greater safety risk than the non- disadvantaged communities.
TASK D.4 Points of Interest (POI) Connections Inventory and Mapping
The pedestrian/bicycle needs assessment will be based on a connectivity analysis using Level of Traffic Stress (LTS) analysis developed by the Mineta Transportation Institute and described in the Low-Stress Bicycling and Network Connectivity report. LTS analysis provides thresholds of cyclist tolerance for on- street bicycle facilities as determined by Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 20 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
the roadway conditions of the shared route. The ultimate goal is to improve the overall connectivity of the low -stress bicycle network. The greater the access to the low -stress network and the greater number of origin and destination pairs it serves (POIs as established in Task 1.2 and 1.3), the more attractive bicycling becomes as a modal option for a larger segment of the population.
The LTS analysis will be performed in GIS under existing and future conditions – delineating the degree of connectivity for both environmental justice populations (disadvantaged communities by income and/or ethnicity) and non- disadvantaged communities based on available demographic and traffic projections from the Census, SBCAG and the City of Goleta.
CONSULTANT shall perform a Level of Traffic Stress (LTS) for the entire City of Goleta street network. The following data inputs and information will be required – most of which will have been collected as part of Task 1.1. Existing and future traffic volumes can be based on existing traffic count data or currently existing City baseline and future travel demand model volumes (i.e., loaded networks). Volumes from the City’s citywide travel model can be used for this purpose.
1. Existing and future traffic volumes
2. Roadway network geometric attributes
3. Pedestrian/bicycle facility geometric attributes
4. Intersection control and geometric attributes for accommodating pedestrians and cyclists
5. Presence and width of a parking lane (diagonal, or parallel)
6. On-street parking supply and utilization by time of day.
Using the criteria described in the previous section, an LTS score will be assigned to every segment of the existing roadway network in the City of Goleta. Segments will be defined as sections of roadway that are separated by stop-controlled intersections or changes in roadway characteristics (such as the transition from two to three lanes, or transitions in speed limits). Intersection approaches will be treated as distinct roadway segments due to the specific nature of LTS criteria regarding intersections. Examples of LTS mapping from the City of Lincoln Bicycle Transportation Plan are shown in Figure 1 and Figure 2 1.
The distribution of segment miles by LTS score will be determined and mapped in GIS.
Intra-city connectivity “islands” within the low -stress network will be identified (isolated pockets with no low -stress connectivity). These islands dramatically reduce the number and length of potential bicycle route connections within the city.
1 The Lincoln Bicycle Transportation Plan, 2018 was managed by Jim Damkowitch prior to joining DKS.
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 21 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
E
xample of “POIs” connectivity mapping from the City of Lincoln is shown in Figure 3 .
This figure presents POIs within the city (or, “key nodes”) that are connected by low stress routes (with low stress routes shown in blue) while some “key nodes” are completely disconnected from each other. (Class I bicycle facilities are included as connections between clusters.). Similar maps of low-stress connectivity will be developed for the City of Goleta.
T
he effect of the moderate to high stress routes have on bicycle connectivity will be determined by performing network analysis within GIS. For example, CONSULTANT will compute the percent reduction in connectivity between “POIs” resulting from removal of moderate to high stress routes from the network. To estimate the effect of bicycle trip length on connectivity, CONSULTANT shall calculate the shortest bicycle trip distance between key -node locations throughout the city. The average increase in bicycle tr ip lengths resulting from undue detour will be calculated. To account for any unreasonable assumptions regarding bicycle trip length, the same calculations will be applied to bicycle trips with lengths of 2 miles or less (to represent common trip types and purposes).
Measuring bicycle trip length is critical to determining network connectivity for the following reasons:
• W
hile “POIs” may be physically connected by the network, barriers and gaps within the network can substantially increase bicycle trip distances, resulting in significant detour.
• Based on research by the Mineta Institute, circuitous routing of greater than 25% of the baseline distance is considered “undue detour” and will likely result in not using the most direct route or not making the trip by bike at all. • Additionally, barriers and gaps can completely separate POIs from the surrounding network, making it difficult and unsafe to travel by bicycle.
A
ll percent connected statistics for the low-stress network will be calculated under existing conditions, with freeway crossings identified in the City’s General Plan Circulation Element, and the City’s proposed top ten (10) priority ped/bike improvements. • P
ed/Bike Access via Safe Routes to School2
• P
ed/Bike Access to Parks
• Ped/Bike Access to SBMTD Bus Stops
• Ped/Bike Access to Health Facilities
• Ped/Bike Access to Healthy Food (grocery stores)
T
hese tests and resulting connectivity maps and statistics will provide the City an indication of the efficacy of various ped/bike improvements. Based on the LTS and safety analyses, CONSULTANT shall examine all existing planned bikeway improvements and 2 The first step involves determining what constitutes a Safe Routes to School project. DKS will develop a brief project screening methodology memo to be reviewed by the City. This will include a recommended distance -from-school threshold. National travel survey data indicates that the percentage of students walking to school falls off significantly at a travel distance of one mile or further.
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 22 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
reassess where the greatest pedestrian/bicycle needs are within the city. CONSULTANT shall coordinate with the City to reevaluate its prioritization of future pedestrian/bicycle projects based on LTS modeling. The LTS mapping will be combined with the collision mapping to correlate the number of bicycle collisions with the high-stress network.
TASK D.5 High Pedestrian or Bicycle Activity Areas: AB43 Applicability
CONSULTANT shall map high pedestrian or bicycle activity areas of the city and identify adjacent roadway segments that are applicable to AB43 Engineering & Traffic Survey based posted speed limit reductions for the City’s consideration.
TASK E.1 Technical Memorandum – LTS Documentation
CONSULTANT shall prepare a draft memorandum describing the LTS analysis and how to apply the ArcGIS data layers for future analyses. CONSULTANT will prepare a draft and based on one round of comments a final.
TASK E.2 Planning Commission and City Council Presentations
CONSULTANT shall assist City staff in the presentation to its Planning Commission and/or City Council if desired. Up to two (2) presentations are assumed for budgeting purposes. If more presentations are desired, these can be accommodated on a time and materials basis.
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 23 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
Figure 1. Example Level of Traffic Stress Map (City of Lincoln)
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 24 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
Figure 2. Example High-Stress Network Map (City of Lincoln)
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 25 City of Goleta
Amendment No. 1 to Agreement No. 2024-091
Figure 3. Example Islands of Connectivity Map (City of Lincoln)
Docusign Envelope ID: 614721B0-991C-44F9-9D19-9E40051438D2 26 ATTACHMENT 2
Professional Design Services Agreement 2024-091 with DKS and Associates, Inc. 27 28
29 30
31 32
33 34
35 36
37 38
39 40
41 42
43 44
Product: Final Model Update Report and Updated Model Files (Baseline Model).
45 Product: Draft and Final Land Use Assumptions and Projections Memoranda
46 Product: Technical Memorandum including traffic model specifications and analysis needed to support impact fee program update.
47 Product: Technical memorandum identifying the basis for project selection and Facility Fee Program projects.
Product: Draft and Final Capital Improvement Program
Product: Cost and Funding Alternatives Memoranda
48 49
Product: Draft and Final Cost Allocation Memoranda
50 Product: Draft and Final Program Schedule
51 52
Product: Administrative Draft and Draft Final Program Technical Report Product: Draft and Final Program Ordinance and/or Resolution Revisions Product: Staff Report text and PPT presentations, participation in presentations.
53 54
Fee Schedule
Effective July 1, 2024 through December 31, 2025
ENGINEERS and PLANNER TECHNICIANS and SUPPORT STAFF
Grade Classification Hourly Rate Grade Classification Hourly Rate Grade 5 Planner/Engineer Assistant 80.00 Tech Level G Technician/Coordinator I 70.00 Grade 6 Planner/Engineer Assistant 85.00 Tech Level H Technician/Coordinator I 75.00 Grade 7 Planner/Engineer Assistant 90.00 Tech Level I Technician/Coordinator I 80.00 Grade 8 Planner/Engineer Assistant 95.00 Tech Level J Technician/Coordinator I 85.00 Grade 9 Planner/Engineer Assistant 100.00 Tech Level K Technician/Coordinator I 90.00 Grade 10 Planner/Engineer Assistant 105.00 Tech Level L Technician/Coordinator I 95.00 Grade 11 Planner/Engineer Assistant 110.00 Tech Level M Technician/Coordinator II 100.00 Grade 12 Planner/Engineer Assistant 115.00 Tech Level N Technician/Coordinator II 105.00 Grade 13 Planner/Engineer Assistant 120.00 Tech Level O Technician/Coordinator II 110.00 Grade 14 Planner/Engineer Assistant 125.00 Tech Level P Technician/Coordinator II 115.00 Grade 15 Planner/Engineer Associate 130.00 Tech Level Q Technician/Coordinator II 120.00 Grade 16 Planner/Engineer Associate 135.00 Tech Level R Technician/Coordinator II 125.00 Grade 17 Planner/Engineer Associate 140.00 Tech Level S Technician/Coordinator III 130.00 Grade 18 Planner/Engineer Associate 145.00 Tech Level T Technician/Coordinator III 135.00 Grade 19 Planner/Engineer Associate 150.00 Tech Level U Technician/Coordinator III 140.00 Grade 20 Planner/Engineer Associate 155.00 Tech Level V Technician/Coordinator III 145.00 Grade 21 Planner/Engineer Associate 160.00 Tech Level W Technician/Coordinator III 150.00 Grade 22 Planner/Engineer Associate 165.00 Tech Level X Technician/Coordinator III 155.00 Grade 23 Planner/Engineer Associate 170.00 Tech Level Y Technician/Coordinator IV 160.00 Grade 24 Transportation Planner/Engineer 175.00 Tech Level Z Technician/Coordinator IV 165.00 Grade 25 Transportation Planner/Engineer 180.00 Tech Level AA Technician/Coordinator IV 170.00 Grade 26 Transportation Planner/Engineer 185.00 Tech Level AB Technician/Coordinator IV 175.00 Grade 27 Transportation Planner/Engineer 190.00 Tech Level AC Technician/Coordinator IV 180.00 Grade 28 Transportation Planner/Engineer 195.00 Tech Level AD Technician/Coordinator IV 185.00 Grade 29 Transportation Planner/Engineer 200.00 Tech Level AE Technician/Coordinator IV 190.00 Grade 30 Transportation Planner/Engineer 205.00 Tech Level AF Technician V/Coordinator V 195.00 Grade 31 Transportation Planner/Engineer 210.00 Tech Level AG Technician V/Coordinator V 200.00 Grade 32 Transportation Planner/Engineer 215.00 Tech Level AH Technician V/Coordinator V 205.00 Grade 33 Transportation Planner/Engineer 220.00 Tech Level AI Technician V/Coordinator V 210.00 Grade 34 Sr Planner/Engineer/Modeling Lead 225.00 Tech Level AJ Technician V/Coordinator V 215.00 Grade 35 Sr Planner/Engineer/Modeling Lead 230.00 Tech Level AN Technician V/Coordinator V 220.00 Grade 36 Sr Planner/Engineer/Modeling Lead 235.00 Tech Level AO Technician V/Coordinator V 225.00 Grade 37 Sr Planner/Engineer/Modeling Lead 240.00 Tech Level AP Technician V/Coordinator V 230.00 Grade 38 Sr Planner/Engineer/Modeling Lead 245.00
55 Fee Schedule
Effective July 1, 2024 through December 31, 2025
ENGINEERS and PLANNER TECHNICIANS and SUPPORT STAFF
Grade Classification Hourly Rate
Grade 52 Principal/Director 315.00
Grade 53 Principal/Director 320.00
Grade 54 Principal/Director 325.00
Grade 55 Principal/Director 330.00
Grade 56 Principal/Director 335.00
Grade 57 Principal/Director 340.00
Grade 58 Principal/Director 345.00
Grade 59 Principal/Director 350.00
Grade 60 Principal/Director 355.00
Grade 61 Principal/Director 360.00
Grade 62 Principal/Director 365.00
Grade 63 Principal/Director 370.00
Grade 64 Principal/Director 375.00
Grade 65 Principal/Director 380.00
Grade 39 Sr Planner/Engineer/Modeling
Lead
250.00
Grade 40 Senior Planner/Engineer 255.00
Grade 41 Senior Planner/Engineer 260.00
Grade 42 Senior Planner/Engineer 265.00
Grade 43 Senior Planner/Engineer 270.00
Grade 44 Senior Planner/Engineer 275.00
Grade 45 Senior Planner/Engineer 280.00
Grade 46 Senior Planner/Engineer 285.00
Grade 47 Senior Planner/Engineer 290.00
Grade 48 Senior Planner/Engineer 295.00
Grade 49 Senior Planner/Engineer 300.00
Grade 50 Principal/Director 305.00
Grade 51 Principal/Director 310.00
All invoices are due and payable within 30 days of date of invoice. Invoices outstanding over 30 days will be assessed a 1 1/4 percent service charge, compounded, for each 30 days outstanding beyond the initial payment period. Service charges are not included in any agreement for maximum charges.
56