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Attach 2 - RFP_Attachment_A_Scope_of_Services_09012026

Laguna Beach City Council
September 22, 2026

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Attach 2 - RFP_Attachment_A_Scope_of_Services_09012026
Meeting
September 22, 2026
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Laguna Beach City Council
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26
Original file
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Text extracted from the city's file for reading and search. Open the original on lagunabeachcity.primegov.com. That file is the official record.

City of Laguna Beach · General Plan Update RFP — Attachment A

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REQUEST FOR PROPOSALS · ATTACHMENT A
City of Laguna Beach
Comprehensive General Plan Update
Scope of Services
A Model Planning Effort for a Distinctive Coastal Community ▸ A focused, 30–36 month engagement — not an open-ended, ground-up visioning process. ▸ City staff leads public engagement and stakeholder management; your team leads the technical and policy craft.
▸ 16 clearly scoped tasks spanning policy, technical studies, CEQA, coastal coordination, and implementation. ▸ An opportunity to help shape a concise, usable, legally sound General Plan for one of California's most storied coastal villages.

City of Laguna Beach · Community Development Department Attachment 2 22
City of Laguna Beach · General Plan Update RFP — Attachment A

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1. Introduction
The City of Laguna Beach is seeking a qualified multidisciplinary planning Consultant to lead a comprehensive update of the City's General Plan — modernizing its elements, bringing them into internal alignment, meeting current statutory requirements, and producing a concise, accessible, and genuinely usable policy document that reflects Laguna Beach's distinctive character and long-standing community values.

Laguna Beach offers a compelling and unusual planning environment. The community is largely built out and defined by its coastal setting, its artistic and cultural heritage, an intimate village character, environmentally sensitive resources, steep terrain, a constrained roadway network, wildfire exposure, high visitor demand, and a strong tradition of civic participation. This update is a chance to weave those threads into one coordinated, forward-looking framework — without losing what makes the City distinctive.

This is a focused, well-organized, and efficient project — not a ground-up community visioning process.

The City has an established mission, community vision, and set of guiding principles that remain a strong foundation for long-range planning. City staff and the City Council will lead the review, reaffirmation, and refinement of those principles; the Consultant's role is to help synthesize, clarify, and connect them to the policies that follow.

City staff also intends to lead the ongoing public outreach, stakeholder coordination, and communication associated with the project. The Consultant supports those efforts — preparing materials, attending key meetings, presenting technical information, documenting input, and translating direction into plan language — but will not be expected to have a leading role in communications with the City's boards, commissions, or community organizations.

2. Project Background
The General Plan is the City's primary long-range policy document, providing the framework for physical development, environmental protection, mobility, public safety, housing, infrastructure, historic and cultural resources, and the preservation of community character.

Laguna Beach's existing General Plan has evolved incrementally over several decades. Its elements, listed chronologically below, were prepared and amended at different times and vary in age, format, organization, level of detail, and usability. The first attempt at comprehensive planning by the City of Laguna Beach occurred in 1955, when it adopted a Master Plan that addressed growth and development within the City and the surrounding area. In 1959, a more formal and comprehensive General Plan was adopted, consisting of three separate elements: Land Use, Circulation, and Recreation. This General Plan provided the direction for growth in the City until 1972, and in 1983, the City adopted a comprehensive Land Use Element. The table below outlines the City’s most recent element adoption and amendment dates. Many of its underlying values remain relevant, but portions require modernization to reflect current conditions, evolving priorities, contemporary practice, and changes in State law.

Element Name Adoption Date Amendment(s)
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City of Laguna Beach · General Plan Update RFP — Attachment A

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Human Needs January 7, 1976
Historic Resources July 1981 January 10, 2006
August 11, 2020
Open Space and Conservation May 1, 1984 July 20, 2004
Transportation, Circulation and Growth
Management
April 23, 1992 June 1, 1999
Noise March 15, 2005
Land Use February 7, 2012 April 12, 2022
Landscape and Scenic Highways November 13, 2018
6 th Cycle Housing January 24, 2023 June 11, 2024
Safety May 6, 2025
Rather than a series of isolated element amendments, the City is seeking a comprehensive update — an opportunity to:
· Improve consistency among General Plan elements.
· Eliminate obsolete, duplicative, or conflicting policies. · Clarify policy language and reduce the potential for competing interpretations. · Address new statutory requirements.
· Establish a uniform document structure.
· Integrate related planning initiatives.
· Clearly distinguish policies applicable within the coastal zone. · Create a practical implementation and accountability framework. · Produce a document that is genuinely accessible to residents, decision-makers, applicants, and staff.

The City is seeking a Consultant team that sees the opportunity here: an innovative General Plan that is technically sound without becoming unnecessarily long or complex — one that communicates clear direction, is intuitive to navigate, and functions as an active decision-making tool rather than a document that sits on a shelf.

3. Community Setting, Vision, and Guiding Principles
Laguna Beach is a compact coastal community framed by the Pacific Ocean, coastal hillsides, canyons, and extensive open space. Its physical setting and development pattern create opportunities and constraints substantially different from those of many other California communities.

The City of Laguna Beach was founded on June 29, 1927, and is a small town of picturesque beaches, hiking trails, a walkable downtown, and summer art festivals. Located in southwest Orange County, Laguna Beach Attachment 2 24
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occupies 8.84 square miles, has a population of 23,000, and welcomes over six million visitors each year. The City provides a full range of services, including recreational activities, cultural arts events, public works maintenance of streets, beaches, and parks, transit operations, community development, administrative services, police, fire, and marine safety, and wastewater services. Laguna Beach operates under a councilmanager form of government. Policy-making and legislative authority are vested in a five-person City Council.

The City Manager carries out the policies and ordinances of the City Council, oversees the day-to-day operations of the City, and appoints department heads.

The City is a highly desirable visitor destination, particularly in summer months, with approximately six million visitors each year, and manages a progressive free shuttle system to transport both visitors and residents. The City is obligated to ensure adequate coastal access and public and on- street parking for visitors in accordance with California Coastal Act policies.

Defining Characteristics
· Pedestrian-oriented village environment.
· Distinct residential neighborhoods and commercial districts. · A nationally recognized arts and cultural identity.
· Significant coastal, biological, scenic, and open-space resources. · A largely built-out development pattern.
· Steep topography and constrained infill sites.
· Significant wildfire, geologic, flooding, coastal, and evacuation considerations. · A limited roadway network serving residents, visitors, emergency responders, pedestrians, cyclists, transit, utilities, and local businesses.
· Strong community interest in land use, design, environmental protection, public access, and neighborhood character.
· A substantial visitor population placing seasonal and year-round demands on transportation, parking, beaches, infrastructure, and municipal services.

Laguna Beach is not planning for outward growth — it is planning for stewardship, adaptation, resilience, and thoughtfully managed change within an established community.

The City's existing Mission Statement and Guiding Principles1 emphasize preservation of natural beauty, village character, environmental stewardship, public safety, mobility, cultural identity, infrastructure, sustainability, and quality of life. These principles have been reaffirmed through prior planning and engagement efforts and are expected to remain the foundation of the update.

The Consultant will help the City evaluate whether the existing principles can be consolidated, clarified, reorganized, or updated without losing their meaning or reopening a broad community visioning process — establishing a manageable set of durable principles clearly connected to the plan's policies, programs, and implementation measures. To do so, City staff will facilitate a variety of engagement efforts to gather the 1 The Laguna Beach City Council adopted the Mission Statement and Guiding Principles on February 7, 2012, as part of the Land Use Element.

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City of Laguna Beach · General Plan Update RFP — Attachment A

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community’s feedback on existing principles to determine whether these should be modified to reflect a forward-thinking approach that meets the community's priorities and needs.

The Updated General Plan Will:
· Preserve the City's established character and values while addressing future needs and localized constraints.
· Provide clear, internally consistent, and legally defensible policy direction that uses concise, understandable language, and organizes information in a consistent and intuitive format. · Clearly connect policies and actions to the City's guiding principles. · Distinguish long-range policy, implementation programs, and regulatory standards. · Include measurable implementation responsibilities and timeframes. · Support efficient administration and consistent decision-making. · Be adaptable to future legislative, environmental, and community change.

5. General Plan Document Architecture
A principal objective of the project is a consistent document architecture across all General Plan elements. The current General Plan was assembled and amended over an extended period, resulting in variation in organization, terminology, formatting, and policy structure. The selected Consultant will recommend and implement a standardized architecture that makes the plan easier to understand, administer, monitor, and update.

The City anticipates that each element will include, at a minimum:
· A concise introduction explaining the purpose of the element. · A summary of key issues and existing conditions.
· Clearly numbered goals, policies, and actions.
· Cross-references to applicable guiding principles.
· Identification of policies applicable to the coastal zone. · Maps, diagrams, and graphics that communicate information effectively. · An implementation section identifying responsible departments, priorities, timeframes, and follow-up actions.
· A concise compliance or consistency checklist for staff and decision-makers, where practical, that can be used to screen projects and programs for consistency with the General Plan.

The final format should minimize unnecessary repetition among elements, with background and technical information placed in appendices or supporting documents where doing so improves the readability of the adopted General Plan.

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City of Laguna Beach · General Plan Update RFP — Attachment A

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6. Preliminary Scope of Work
The following scope describes the City's anticipated project components. Proposers are encouraged to recommend refinements, efficiencies, optional tasks, or alternative approaches that would improve the project outcome.

Scope at a Glance
Task Focus Area Consultant Role
1 Project Initiation & Management Set up schedule, protocols, QC, and reporting; identify a strong project manager.
2 Existing GP & Regulatory Review Audit the current General Plan, LCP, zoning, and technical studies; flag gaps and conflicts.
3 Vision & Guiding Principles Refinement Synthesize and organize — City leads reaffirmation, Consultant leads integration.
4 Community Stewardship Framework Shape a cross-cutting theme of shared responsibility for place, resources, and resilience.
5 Historic Context Statement Create the narrative framework for Laguna Beach's historic and cultural resources.
6 General Plan Elements Draft the full set of legally required and locally prioritized elements.
7 Open Space & Conservation Integration Fold in mapping and policy work already underway. 8 Circulation, Mobility, Access & Evacuation Support Public Works and public safety staff on multimodal mobility, parking, and emergency access
policy.
9 Safety, Hazards & Resilience Support Police/Fire on wildfire, seismic, flood, sea-levelrise, and resilience policy. 10 Housing Element & RHNA Coordination Advance Housing Element work in parallel with the Seventh Cycle RHNA process.
11 General Plan / LCP / Coastal Commission
Coordination
Distinguish and align coastal policies within the broader General Plan. Engage Commission staff early to reduce
post-adoption revision risk.
12 Technical Studies & Mapping Deliver the technical analysis and GIS mapping the plan and CEQA document require.
13 Environmental Review Prepare the CEQA documentation, likely a program EIR. 14 Zoning Code & Implementation Coordination Identify consistency amendments and sequencing — not a full code rewrite.
15 Implementation Plan & Monitoring Build a living accountability tool with responsible departments, timeframes, and metrics.
16 Draft and Final General Plan Produce administrative, public-review, hearing, and adopted versions.

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City of Laguna Beach · General Plan Update RFP — Attachment A

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Task 1 — Project Initiation, Management, and Public Engagement Support Scope of Work: The Consultant will work with the City to establish the project work program, schedule, decision-making structure, communication protocols, and quality-control procedures, and will designate a project manager with authority to manage the team, maintain the schedule, coordinate subconsultants, and resolve issues promptly.

City staff leads the public engagement program, stakeholder communication, and management of external participants. The Consultant advises on engagement methods and sequencing, prepares meeting and informational materials, presents technical findings and draft policies, facilitates selected discussions when requested, and documents public input and how it was addressed. The Consultant is not expected to recruit, coordinate, or manage community organizations, boards, commissions, or neighborhood groups.

Meeting assumptions for proposal purposes: One project kick-off meeting; and bi-weekly staff check-ins.

ID Deliverable Type

1.1 Project management plan, including coordination protocols and engagement sequencing
Memorandum

1.2 Project schedule and milestone calendar, baselined once and updated monthly Schedule File

1.3 Monthly progress report and invoice, with budget and schedule status by task Report, monthly

1.4 Meeting materials: agenda, presentation, graphics, and written summary Meeting Package, per meeting

1.5 Technical studies and data needs memorandum, identifying which studies are required, which data the City will provide, and which must be collected. Sets the basis for Task 12.

Memorandum

1.6 Risk, decision, and parked-issues log Tracker, running

1.7 Public comment and response matrix Matrix running
Task 2 — Existing General Plan and Regulatory Audit
Scope of Work: The Consultant will review the existing General Plan, Local Coastal Program, zoning regulations, specific plans, adopted policy documents, relevant technical studies, and ongoing planning initiatives, and prepare an audit establishing the foundation for the update. The audit shall justify recommended amendments to each element and identify what completing them will require, including agency coordination, technical studies, and CEQA compliance.

ID Deliverable Type

2.1 General Plan audit and diagnostic memorandum Memorandum

2.2 Statutory compliance gap matrix for each element against state law enacted and in effect since its latest adoption
Matrix

2.3 Policy disposition table (every existing policy classified retain, revise, consolidate, or delete, with rationale)
Table

2.4 General Plan and zoning misalignments table (feeds task 14) Table Attachment 2 28
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Task 3 — Vision and Guiding Principles Refinement
Scope of Work: The existing Vision, Mission Statement, and Guiding Principles serve as the starting point. City staff and the City Council will lead review and reaffirmation and will provide substantial policy direction. The Consultant’s role is synthesis, organization, facilitation at selected decision points, and integration into the plan.

This task includes evaluating the existing principles for overlap, redundancy, and gaps; recommending opportunities for consolidation; and confirming principles that adequately address current and anticipated planning issues.

ID Deliverable Type

3.1 Guiding principles assessment memorandum Memorandum

3.2 Recommended revisions to Guiding Principles Redline and clean text

3.3 Policy-to-principle framework matrix, establishing the notation convention used throughout the plan
Matrix

3.4 Final principles text, graphics and formatting for the General Plan Graphics Package Task 4 — Community Stewardship Framework
Scope of Work: The update will examine community stewardship as an organizing policy theme centered around three pillars: environment, culture, and heritage. This framework includes shared responsibility of residents, property owners, businesses, institutions, visitors, community organizations, and local government to preserve and enhance Laguna Beach's coast, environmental resources, neighborhoods, cultural identity, infrastructure, public spaces, and quality of life.

Topics may include environmental and coastal stewardship; neighborhood and property stewardship; civic participation and volunteerism; care of public spaces, beaches, trails, streets, and infrastructure; arts, culture, and historic preservation; visitor education and responsible tourism; emergency preparedness; and partnerships with nonprofits, schools, businesses, and community groups.

The Consultant will recommend whether stewardship is best addressed as a stand-alone element, a section within another element, a cross-cutting framework, a guiding principle, or a combination. Following City direction, the Consultant will prepare policies and implementation measures that give the concept meaning without unnecessary regulatory complexity.

ID Deliverable Type

4.1 Stewardship framework options memorandum: organizational options with trade-offs, supporting a single City direction-setting decision
Memorandum

4.2 Draft stewardship goals, policies, and implementation actions, in the structure selected under 4.1
Policy text
Task 5 — Historic Context Statement and Historic Resources Policy Scope of Work: The Consultant will prepare a comprehensive Historic Context Statement (HCS) — a clear framework for understanding the historical forces, themes, people, development patterns, architectural traditions, cultural movements, and events that have shaped Laguna Beach. Importantly, the HCS will provide a framework for determining why resources may be historically significant and how they relate to the broader Attachment 2 29
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patterns of history. The context will provide the criteria and background information necessary to evaluate whether a property may be eligible for local, state, or national historic designation. It also will ensure that future growth and development will consider the City’s historic resources.

The HCS shall include:

1. Defined geographic area and period of significance.

2. A historical narrative explaining the major themes and patterns of development.

3. Identification of associated property types.

4. Guidance for evaluating significance and integrity.

5. References to applicable designation criteria such as the NPS and NRHP in addition to local landmark criteria.

The HCS shall be prepared by individuals meeting the Secretary of the Interior Professional Qualification Standards. Preparation shall include review of existing surveys, inventories, ordinances, and prior studies; identification of gaps or outdated information; and community engagement with local history and preservation groups, arts and culture organizations, religious and spiritual groups, civic and social leaders, and underrepresented communities. Proposers should identify the qualifications of the personnel performing this work and price policy-level context work separately from any optional property-specific survey.

ID Deliverable Type

5.1 Historic Context Statement, including gaps identified in existing surveys and a summary of community engagement
Report

5.2 Draft Historic Resources Element policies and implementation actions related to the Historic Context Statement
Draft policy text

5.3 Optional property-specific survey, separately priced Report and inventory records Task 6 — General Plan Elements
Scope of Work: The Consultant will prepare updated elements sufficient to meet State law, reflect local priorities, and establish internal consistency. The City is open to recommendations on the number, title, consolidation, or organization of elements, provided all legally required topics are addressed.

Required topics: land use and community design; housing; circulation and mobility; safety, hazards, emergency access, and resilience; open space, conservation, biological resources, and watercourses; coastal resources and public access; historic and cultural resources; arts and community identity; noise; public facilities, infrastructure, and municipal services; sustainability and climate adaptation; economic vitality; community stewardship; and implementation and administration.

In preparing the updates, the Consultant shall improve consistency across elements, establish a uniform document structure, align policies with the Guiding Principles, eliminate obsolete, duplicative, or conflicting policies, integrate related planning initiatives, clearly distinguish policies applicable within the coastal zone, and create a practical implementation and accountability framework. Considering they have undergone more recent updates, the Land Use, Safety, and Housing Elements are not expected to require substantial revision to their substantive content. All elements shall nonetheless be re-formatted and re-organized for consistency and ease of reference. The Land Use Element shall be coordinated with the Open Space and Conservation Element to address rewilding opportunities in accordance with SB 1425.

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ID Deliverable Type

6.1 Document architecture and style guide: element template, policy numbering, and guiding-principle and coastal notation. Approved before element drafting begins.

Style Guide

6.2 Annotated General Plan outline: recommended element structure and contents
Outline

6.3 Administrative draft elements, one per element Draft element text

6.4 Element compliance checklists Checklist
Task 7 — Open Space and Conservation Integration
Scope of Work: The City has already initiated work related to the Open Space and Conservation Element. This work has included community and City Council engagement, biological resource mapping prepared under separate contract, and the efforts of a group of highly knowledgeable and technically experienced community stakeholders who developed a set of recommended policies for consideration as part of the General Plan Update.

The stakeholder policy recommendations are intended to serve as a starting point for the Consultant’s work and the broader public planning process, rather than as predetermined policies or commitments. The Consultant shall review and evaluate these recommendations and integrate them, as appropriate, into the updated Open Space and Conservation Element. In doing so, the Consultant shall recognize that the recommendations have not yet been fully vetted through the General Plan public review and decision-making process, nor have their potential fiscal, staffing, operational, regulatory, or other resource implications been comprehensively evaluated.

As part of this task, the Consultant shall assist the City in evaluating the recommendations, identifying implementation considerations and potential resource commitments, and refining and integrating appropriate policies through community engagement, environmental review, and Planning Commission and City Council consideration. The intent is to build upon the significant technical and community work already completed while ensuring that final policies are feasible, appropriately scoped, and reflective of the City’s broader priorities and available resources.

The Consultant shall also review and update the City’s watercourse mapping to reflect current natural and manmade conditions and shall coordinate policies addressing open space, biological resources and habitat connectivity, coastal resources, sustainability, and resilience. This work shall incorporate applicable State requirements, including SB 272 (Laird, 2023), SB 1425 (Stern, 2022), and AB 1889 (Friedman, 2024), and shall be coordinated with other relevant General Plan elements to provide a cohesive and internally consistent policy framework.

ID Deliverable Type

7.1 Prior work integration memorandum: recommended disposition of policies and actions developed through prior processes
Memorandum

7.2 Updated watercourse mapping, with a memorandum on
methodology and changes from prior mapping (Cross-referenced in Task 12)
GIS Package and Memorandum

7.3 Statutory policy coordination matrix: SB 272, SB 1425, and AB 1889 Matrix Attachment 2 31
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7.4 Draft Open Space and Conservation Element Draft element text Task 8 — Circulation, Mobility, Access, and Evacuation
Scope of Work: This element will be developed with an interdepartmental City review team including Public Works, Community Development, Fire, Police, and Marine Safety, with the Consultant providing technical, policy, analytical, and document-preparation support.

Topic areas include multimodal mobility, pedestrian safety, connectivity, and accessibility consistent with AB 1358 (Leno, 2008); bicycle access, transit, and seasonal transportation services; visitor transportation and parking; emergency access and evacuation; functional roadway and right-of-way capacity; revocable encroachments and potential right-of-way vacations; complete streets requirements and transportation performance standards consistent with SB 743 (Steinberg, 2013); and coordination with land use, safety, climate, and coastal-access policies.

The Consultant shall build on the City's existing evacuation, wildfire, hazard mitigation, and mobility studies rather than re-collecting that information, and shall address coordination with Caltrans regarding state highway segments within the City. Proposers should describe the anticipated level of transportation analysis, modeling, data collection, and technical support included in the proposal. In addition, the Consultant shall review current VMT methodologies under SB 743 and establish localized VMT metrics, screening criteria, and mitigation framework tailored to a built-out coastal community with a high visitor turnover environment. The Consultant shall perform targeted multi-modal traffic counts (pedestrian, bicycle, vehicle, trolley) during peak summer and non-summer periods to baseline network operations and validate Caltrans’ SR-1 (Pacific Coast Highway) and SR133 (Broadway and Laguna Canyon Road) intersection performance.

City-provided inputs: Roadway inventory and GIS, Wildfire Egress Study (2021), Wildfire Mitigation and Fire Safety Report (2025), Local Hazard Mitigation Plan (2023), Capital Improvement Program (2022), collision data, and the Enhanced Mobility and Complete Streets Transition Plan (2015).

ID Deliverable Type

8.1 Circulation and mobility existing conditions memorandum, drawing on the City-provided studies listed above
Memorandum

8.2 Multimodal network maps: roadway classification, bicycle and pedestrian network, and transit
GIS Package and exhibit set

8.3 Multimodal network maps: roadway classification, bicycle and pedestrian network, and transit
Technical appendix

8.4 Caltrans coordination memorandum addressing the state highway segments within the City
Memorandum

8.5 Right-of-way, Emergency Access, and Encroachment Policy Memorandum: Encroachment vacation/revocable permit criteria, roadway clearance and turn-radii standards in Very High Fire Hazard Severity Zones, clearance time assumptions, and functional pavement width along critical evacuation corridors
Memorandum

8.6 Draft Circulation and Mobility Element Draft element text

8.7 Circulation policy correlation matrix against Land Use, Housing, and Safety (supports Task 16)
Matrix
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Task 9 — Safety, Hazards, and Community Resilience
Scope of Work: Police and Fire are anticipated to lead this element, with overall coordination by Community Development and technical support from the Consultant. Because the Safety Element was updated in 2025, a complete update is not necessary. The focused update should incorporate sea-level rise, coastal hazards, and climate adaptation in accordance with SB 272 (Laird, 2023); climate resilience and other co-benefits of open space in accordance with SB 1425 (Stern, 2022); and re-formatting for consistency across elements. Evacuation and emergency access analysis is prepared under Task 8 and shared with this element.

ID Deliverable Type

9.1 Safety Element focused update memorandum, confirming what the amendment reopens and any agency review required
Memorandum

9.2 Updated Safety Element, drawing evacuation content from 8.3 Draft element text Task 10—HCD Certification
Scope of Work: The City intends to prepare its 2029-2037 Housing Element concurrently with the General Plan Update to the extent feasible, pursuant to Government Code sections 65580-65589.9, and consistent with the 7th Cycle RHNA process, State housing legislation, and HCD guidance. City staff will be responsible for monitoring the RHNA allocation process, and the Consultant may provide technical assistance as needed.

General project management is covered under Task 1.

ID Deliverable Type

10.1 Community outreach program Memorandum

10.2 Outreach documentation: per-event memoranda, attendance, comments, and notification list
Tracker and memoranda

10.3 Evaluation of the 6th Cycle Housing Element Draft chapter

10.4 Housing data and special housing needs Draft chapter

10.5 Site inventory and analysis, with the HCD electronic form Draft chapter and HCD form

10.6 Constraints analysis Draft Chapter

10.7 Fair housing chapter: Assessment of Fair Housing and AFFH program (AB 686)
Draft Chapter

10.8 Goals, policies, programs, and quantified objectives, including General Plan revisions needed elsewhere for consistency Draft chapter

10.9 Housing typology and density visualizations for public workshops Graphics package

10.10 Zoning Code and map consistency package: redlines and a table of modified sections
Redline and table

10.11 Housing Element drafts: administrative, public review, HCD review, and final
Draft element text

10.12 HCD comment and response log Tracker
Housing issues and programs will need to be considered and addressed through the update process, as well as meeting the City’s RHNA. The Consultant will be expected to prepare a draft and final Housing Element update, prepared pursuant to California Government Code Sections 65580-65589.9.

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7th Cycle RHNA — Key Milestones
▸ RHNA methodology development through 2027.
▸ Draft allocations released April 2028.
▸ Appeals in spring and summer 2028.
▸ Final allocation plan adopted October 2028.
▸ Housing Element HCD Certification by no later than October 2029. ▸ Dates remain subject to change — the project schedule should build in contingency.

In support of the deliverables outline above for Task 10, the Consultant shall be responsible for the following ensuring each deliverable is supported by the following information:
· Coordination with HCD
The Consultant shall identify strategies for ensuring coordination with HCD over the course of the project, as needed.
· Community Outreach and Engagement
Assist City staff in developing a program that effectively reaches, educates, and engages the community throughout the Housing Element update. This should include strategies to ensure broad inclusion, particularly of hard-to-reach groups and special needs populations, with special attention given to communicating information so it is accessible and easy to understand. Outreach is expected to begin early in the process and continue throughout for feedback on important topics such as draft ideas, site options, the draft Housing Element, and environmental review. The Consultant will develop a Technical Memo after each workshop or event to record all public engagement activities and feedback. City staff will lead and Consultant will support the engagement.
· Evaluation of 2021-2029 Housing Element
Review the current 6th Cycle Housing Element and identify the City’s success in accomplishing and implementing the identified goals, policies, and programs, and provide explanations and updates where goals, policies, and programs are in progress, have been abandoned or have not proven effective. Review the prior 6th Cycle Annual Progress Reports.
· Housing Data and Special Housing Needs
Utilizing public input, data from the City of Laguna Beach, County of Orange, Southern California Council of Governments, California Department of Finance, US Census and American Community Survey, and any other relevant data sources to understand:

1. Population and employment trends

2. Household characteristics, including cost burden and housing overcrowding

3. Existing housing needs

4. Housing needs, including special needs housing, missing middle housing, workforce housing, and lower income housing

5. Subsidized housing developments at-risk of conversion

6. Projected housing needs for all income levels to address the 7th Cycle RHNA including historic and projected housing production
· Site Inventory and Analysis
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Prepare the sites inventory section of the Housing Element, demonstrating how the City will satisfy its RHNA in each income category. This includes identifying defensible assumptions, evaluating sites, and analyzing potential policy strategies to justify site capacity, demonstrating development viability (per State law) and inputting the information into HCD’s electronic form for submittal with the updated element. We anticipate that this will be the most significant area of work for the update process and will need to start early in order to ensure adequate time for consideration of potential areas for rezoning or other changes to development standards needed to achieve the RHNA.
· Constraints Analysis
The Consultant will identify and analyze potential and actual governmental constraints to the maintenance, improvement, or development of housing for all income levels, including housing for people with disabilities. The analysis should identify the specific standards and processes of these constraints and evaluate their impact on the supply and affordability of housing. The analysis should determine whether local, regional, or state regulatory standards pose an actual constraint and must also demonstrate efforts to remove constraints that hinder a jurisdiction from meeting its housing needs. Analyze development standards – including setbacks, lot coverage, minimum lot size and width, height limits, and parking requirements – to assess whether they constrain housing affordability, infill development, or the City’s ability to accommodate a range of housing types, and identify opportunities to modify these standards, to support infill housing, affordability, and walkable neighborhoods. Identify potential amendments to the General Plan and zoning code that could support context-sensitive infill housing, missing middle housing types, and redevelopment in appropriate locations.
· Fair Housing (AB 686) Analysis
The Consultant must include a program to affirmatively further fair housing and must include an Assessment of Fair Housing, consistent with AB 686.
· Zoning Code and Map Consistency Recommendations
The Consultant shall identify any recommendations of the City’s Zoning Code and Map that may need to be amended to be in compliance with State housing law and General Plan/Housing Element updates.

Provide the City with draft redlined Zoning Code sections as well as a separate table showing the modified sections and reasons for the changes.
· Goals, Policies, Programs, and Quantified Objectives
Identify goals, policies, programs and quantified objectives to include in the Housing Element to ensure compliance with State law and effective response to the housing needs, constraints, and key priorities identified through the update process. Evaluate whether existing General Plan and Zoning Code standards constrain the City’s ability to accommodate RHNA and facilitate infill housing consistent with state housing law. This task includes ensuring responsiveness to priorities articulated through the community engagement process as well as ensuring internal consistency with other elements of the General Plan. This task will include identification of other General Plan policy updates or revisions needed to ensure consistency.

Visual Infill and Housing Typology Illustrations – Prepare visual materials to support community understanding of potential infill housing forms that are compatible with Laguna Beach’s scale and historic character. Visual materials should illustrate how a range of housing types could be accommodated within the City’s development standards and neighborhood context.

Visual materials should be suitable for use in public workshops and community engagement materials.

These visuals should include, at a minimum:
- Infill housing typology diagrams
- Example site layout concepts
- Density comparisons illustrating different development scenarios Attachment 2 35
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- Illustrations demonstrating housing types appropriate in Laguna Beach such as: cottage courts, duplexes, triplexes, fourplexes, small-scale apartment buildings, mixed-use infill development · Draft Housing Element and Public Hearings
Prepare and submit an administrative draft Housing Element for jurisdictional staff review. Staff will provide a comprehensive set of desired changes. Once edits are complete, prepare a draft Housing Element that is made available to the public and presented to both the Planning Commission and City Council at public hearings. Based on Commission and Council input, prepare an HCD review draft and submit to HCD for the mandated review.
· Final Draft Hearings, Final Adoption, HCD Coordination, and Certification The Consultant will work closely with HCD and jurisdiction staff to respond to any comments and produce a final draft Housing Element for adoption. Present to the Planning Commission and City Council at public hearings. Prepare the final Housing Element, including any changes from the public hearings, and submit to HCD for final certification.

The completed 7
th Cycle Housing Element must meet all statutory requirements, be consistent with the City’s General Plan, certified Local Coastal Program, and achieve certification from the California Department of Housing and Community Development (HCD) by no later than October 2029.

Task 11 — Coastal Act and Local Coastal Program Coordination with the California Coastal Commission
Scope of Work: The General Plan serves, in part, as the Land Use Plan component of the City's certified Local Coastal Program (LCP). The components currently within the LCP are the Land Use Element and the Open Space and Conservation Element. The City is pursuing a two-step approach: first, incorporate required coastal policies into the updated General Plan while clearly distinguishing them through formatting, annotation, or coding; and second, following Coastal Commission certification, undertake a separate process to reorganize and recertify coastal policies as a stand-alone Land Use Plan.

The Consultant will support early and ongoing coordination with Coastal Commission staff, identify Coastal Act consistency issues early, prepare comparison tables and supporting materials, respond to Commission comments including any suggested modifications, coordinate coastal policy review with the environmental analysis, and assist with post-adoption certification materials. The City anticipates providing the draft General Plan, draft environmental document, and technical materials to Commission staff during the public review period.

ID Deliverable Type

11.1 Coastal policy identification matrix: policies subject to Coastal Commission certification
Matrix

11.2 Coastal policy notation method memorandum, coordinated with the Task 6 style guide
Memorandum

11.3 Coastal Act consistency memorandum, identifying issues early enough to resolve before submittal
Memorandum

11.4 LCP submittal package Submittal package

11.5 Coastal Commission comment and response matrix, including any suggested modifications
Matrix

11.6 Post-certification bifurcation roadmap: steps and timing to separate coastal policies as a stand-alone Land Use Plan Memorandum
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Task 12 — Technical Studies and Mapping
Scope of Work: The Consultant will identify and prepare the technical studies necessary to support the General Plan and environmental review. Watercourse mapping is required under Task 7. Additional studies may address land use and development capacity; transportation and mobility; evacuation and emergency access; hydrology; coastal hazards and sea-level rise; wildfire; infrastructure and public services; noise; air quality and greenhousegas emissions; historic and cultural resources; fiscal or economic conditions; and climate adaptation and resilience. High-level evaluation of water, sewer, stormwater drainage, and roadway network capacity to support RHNA housing site allocations and infill assumptions.

Proposers should assume that current biological mapping will be available for incorporation, should distinguish and separately price base-scope studies from optional studies, and should scope each study to support the environmental analysis under Task 13, so that overlapping analysis is not performed. Maps should be prepared in editable GIS formats designed for both technical accuracy and public readability.

ID Deliverable Type

12.1 Technical studies scoping memorandum Memorandum

12.2 Technical studies Report, per study

12.3 General Plan GIS map library GIS package and exhibit set

12.4 Infrastructure Capacity and Utility Nexus Study Report, per study Task 13 — Environmental Review
Scope of Work: The Consultant will prepare all environmental documentation required under CEQA. The City anticipates a program-level or focused Environmental Impact Report, though proposers may recommend an alternative approach if supported by applicable law; costs for both should be included. The scope includes existing conditions analysis, project description, CEQA notices, one scoping meeting with all associated materials, review of alternatives, mitigation measures and monitoring program, responses to comments, findings and any statement of overriding considerations, coordination with the policy-development process and Coastal Commission review, and support at public hearings.

The City is interested in early integration of CEQA analysis with policy development, so that environmental considerations inform the General Plan rather than being addressed only after it is drafted.

ID Deliverable Type

13.1 Scoping meeting materials and summary, with NOP comment matrix
Meeting package and matrix

13.2 CEQA notices Notices

13.3 Environmental Impact Report: administrative, public review, and final
Draft document

13.4 Responses to comments Document

13.5 Mitigation Monitoring and Reporting Program Matrix

13.6 Findings and statement of overriding considerations, if applicable Document Task 14 — Zoning Code and Implementation Coordination
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Scope of Work: The Consultant will evaluate the relationship between the updated General Plan and the City's zoning regulations, specific plans, Local Coastal Program implementation provisions, capital planning, and other regulatory documents. This project does not include a comprehensive zoning code rewrite. A broader zoning code update may follow General Plan adoption as an implementation action. Zoning recommendations arising from the Housing Element are delivered under Task 10.

The City's Efficiency Ordinance, commercial parking regulations, and objective design standards for single-family residential development are proceeding on parallel tracks.

ID Deliverable Type

14.1 Zoning consistency technical memorandum Memorandum

14.2 Priority amendment table: immediate post-adoption versus long-term Table Task 15 — Implementation Plan and Performance Monitoring Scope of Work: The General Plan will include a comprehensive implementation plan identifying specific actions, responsible and supporting departments, priority, timeframe, funding, related zoning, LCP, capital improvement, or programmatic actions, dependencies and sequencing, and performance indicators. It should function as a living management tool supporting annual work planning, budgeting, accountability, and reporting to the City Council and community. The Consultant should recommend a practical process for periodic monitoring and General Plan maintenance, including a format for annual or biennial progress reporting.

ID Deliverable Type

15.1 Implementation plan, delivered as a working spreadsheet and as the adopted General Plan chapter
Matrix and Chapter

15.2 Monitoring and General Plan maintenance process recommendation Memorandum

15.3 Annual or biennial progress report template Template Task 16 — Draft and Final General Plan
Scope of Work: The Consultant will prepare administrative, screening check, public review, and final versions of the General Plan. The final document should be visually engaging and professionally designed while remaining practical to reproduce, update, and use electronically.

ID Deliverable Type

16.1 Existing Conditions Report, with preliminary General Plan outline and recommendations
Graphics package

16.2 Maps and graphics for community and public hearing meetings Draft document

16.3 General Plan drafts: administrative, screening check, public review, and final
Matrix

16.4 General Plan internal consistency matrix, incorporating the Task 8 and Task 11 matrices
Redline and table

16.5 Associated Zoning Code and map updates Redline and table

16.6 Accessible web version of the adopted General Plan Web document

16.7 Administrative record Record set
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7. City and Consultant Responsibilities
City Responsibilities
▸ Provide available plans, studies, GIS data, and
background documents.
▸ Establish overall policy direction.
▸ Lead review and reaffirmation of the community
vision and guiding principles.
▸ Lead stakeholder outreach and external relationship
management.
▸ Coordinate boards, commissions, committees, and
community organizations.
▸ Schedule meetings and hearings.
▸ Provide departmental subject-matter expertise.
▸ Consolidate City comments on Consultant
deliverables.
▸ Coordinate internal review by the City Attorney and
other departments.
▸ Maintain the project webpage and City
communications, unless otherwise negotiated.
▸ Make policy and procedural decisions in a timely
manner.

Consultant Responsibilities
▸ Manage the professional work program and
Consultant team.
▸ Maintain the project schedule and budget.
▸ Prepare high-quality technical and policy work
products.
▸ Identify issues and decision points early.
▸ Provide clear recommendations and alternatives.
▸ Prepare meeting and public-information materials.
▸ Attend and support key meetings.
▸ Document and incorporate direction.
▸ Coordinate environmental review and technical
studies.
▸ Deliver a complete, internally consistent, legally
compliant, and implementation-oriented General Plan.

8. Anticipated Schedule
The City anticipates that the comprehensive update, environmental review, public review, and adoption process will require approximately 30 to 36 months following notice to proceed, subject to Consultant recommendations and external dependencies.

Phase Target Timing Duration Description
Project Initiation and
Direction Sept 2026 Month 0 Council Direction and
Initiation of Process
Consultant Procurement
(RFP) Oct – Jan 2027 Months 1 -4 RFP release, interviews, and selection
Vision & Guiding Principles
Confirmation Oct – Feb 2027 Months 1-5 Concurrent refinement of Guiding Principles General Plan Steering
Committee Formation Mar – May 2027
Months 5-7 Formation of Brown Act
GP Steering Committee
Element Drafting Jun – Oct 2027
Months 8-12 Draft of plan elements
and staff coordination
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Preliminary Draft
Preparation Nov 2027 – Feb 2028
Months 13-16 Refinements of drafts and
CEQA scoping
CEQA Review and Circulation Mar 2028 – Sept 2029 Months 17-31 12-14 month CEQA EIR process and review
Planning Commission
Hearings Sept – Oct 2029 Months 31-32 Commission review and recommendation City Council Adoption Nov – Dec 2029 Months 33-34 Council workshop, hearing and adoption
Illustrative phasing — final schedule to be refined collaboratively with the selected Consultant.

The schedule will need to account for:
· Consultant procurement and project initiation.
· Guiding-principles refinement.
· Existing conditions and policy audit.
· Technical studies and element preparation.
· Advisory and public review, and environmental analysis. · Coastal Commission coordination.
· Planning Commission review and City Council adoption. · Housing Element Certification by no later than October 2029.

The City intends to maintain project momentum and avoid unnecessary procedural delays. Complex, controversial, or tangential matters that cannot reasonably be resolved within the project schedule may be documented and identified for separate future study, rather than allowed to delay the entire update — recognizing legitimate community concerns while keeping the core planning effort on track.

Proposers are encouraged to submit a realistic schedule that identifies critical-path items, opportunities for concurrent work, decision points, external dependencies, and recommended schedule contingencies.

9. Desired Consultant Team
The City is interested in receiving proposals from qualified firms of varying sizes and team structures. Prime Consultants may assemble specialized subconsultants as needed. The selected Consultant shall demonstrate expertise in:
· Reviewing, writing, and preparing documents pursuant to Government Code section 65302. · Comprehensive planning experience within the California coastal zone pursuant to the California Coastal Act.
· CEQA procedures and, environmental review pursuant to California Public Resources Code, sections 21000 et seq.
· Transportation and mobility background with State highway and Caltrans coordination and ADA accessibility planning experience.

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· Housing policy expertise and experience in the preparation of Housing Elements that are clear, concise, and legally defensible with State requirements and the varied housing needs of the community. · Wildfire, safety, evacuation, and resilience.
· Biological resources and watercourse mapping.
· Historic and cultural resources, specifically individuals who meet the Secretary of the Interior Professional Qualification Standards.
· Public infrastructure and services.
· Sustainability and climate adaptation in response to sea-level rise and other coastal hazards. · Public engagement and visual communication before the general public, decision-making bodies, and City staff.
· GIS, mapping, document design, and accessibility.
· Traffic Engineering, VTM Modeling under SB 743, traffic signal operations, and evacuation/egress modeling.
· Stormwater management, MS4 Compliance, and coastal municipal infrastructure planning.

What the City Values Most
▸ Demonstrated subject-matter expertise — but equally, a thoughtful project approach. ▸ A responsive team structure and clear, confident writing. ▸ Strong project management and a genuine ability to collaborate with City staff. ▸ A team and work program proportionate to Laguna Beach's size and circumstances — not an unnecessarily elaborate process.

10. Opportunity for Consultant Innovation
The preliminary scope reflects the City's current understanding of the project. Proposers are encouraged to identify:
· Tasks that can be combined or streamlined.
· Work that City staff can reasonably perform.
· Opportunities to use existing studies and prior community input. · Innovative document-development methods.
· Effective digital review and collaboration tools.
· Approaches to reducing document length and duplication. · Methods for integrating Coastal Commission review with CEQA. · Strategies for managing RHNA uncertainty.
· Options for organizing community stewardship and historic context content. · Alternative project schedules or phasing.
· Optional services that would add meaningful value.

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The City seeks a Consultant that will not simply replicate a standard General Plan process, but will tailor its approach to Laguna Beach's established vision, engaged staff, distinctive setting, and desire for a concise, enduring policy framework.

11. City Documents and Resources
· Mission Statement and Guiding Principles (2012) (Refer to Land Use Element, pp.i-iii) · Vision Laguna 2030 Final Report and Strategic Plan (2001) · All General Plan Elements
· Enhanced Mobility and Complete Streets Transition Plan (2015) · Cultural Arts Plan (2016) and Appendix (2016)
· Wildfire Egress Study (2021)
· Wildfire Mitigation and Fire Safety Report (2025)
· Local Hazard Mitigation Plan (2023)
· Capital Improvement Program (2022)
· Arch Beach Heights Specific Plan (1974)
· Design Guidelines (2010)
· Diamond - Crestview Specific Plan (1992)
· Downtown Specific Plan (2022)
· Landscape and Scenic Highways Resource Document (2018) · Laguna Canyon Annexation Area Specific Plan (2008)
· Objective Design Standards - Single- and Two-Family Residential (2026) · Sarah Thurston Park Specific Plan (1983)
· Treasure Island Specific Plan (2002)
· Treasure Island Land Use Plan, Policies, & Implementing Actions Program (1998) · Parking and Transportation Demand Management Report (2023) · Climate Action Plan (2025)
· Safer Streets Laguna Beach, Citywide Safety Action Plan (2025) · Facilities Master Plan (2026)
· Community Wildfire Protection Plan (2026)
· Laguna Beach Fire Department 2025-2030 Strategic Plan (2025) Attachment 2 43
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· Evacuation Zones Map (2026)
· Fire Department’s Community Risk Reduction / Standards of Cover Study (2024) · Phase I Historical Analysis of Preservations Agreements in the City of Laguna Beach, California (2025) and Associated Phase I Maps (2025)

12. Attachments
Attachment 1. Deliverables Standards
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Attachment 1. Deliverable Standards
The following standards apply to all deliverables identified in this Scope of Services. Individual tasks identify the deliverable and its type; the format requirements for each type are set out below.

A. General Requirements
• All deliverables shall be provided in native, fully editable format together with a PDF, except where noted below.
• PDFs shall include a searchable text layer. Documents exceeding 25 pages shall be bookmarked to the section level.
• Native files shall not be locked, flattened, password protected, or otherwise restricted from editing by the City.
• Word documents shall use built-in paragraph styles for headings, captions, and lists rather than manual formatting, so that the City can reformat and reflow content without rebuilding the document. • Excel files shall retain live formulas, use a single filterable header row, and place one record per row. • The Consultant shall use current, commercially available software and shall identify the applications and versions proposed for document production, mapping, and graphics in its proposal. • The Consultant shall provide or identify any non-standard fonts used, and warrants that it holds the rights to all photographs, illustrations, and graphics incorporated into deliverables and that those rights transfer to the City.

B. Format by Deliverable Type
Type Native format Also provide Requirements
Memorandum Word (.docx) Searchable PDF Styles-based headings Report or technical
appendix
Word (.docx) Searchable PDF,
bookmarked
Figures also delivered as
separate image files
Draft element, chapter, or
policy text
Word (.docx) Searchable PDF Numbered per the
document style guide; clean
and redline after the first
version
Draft document (General
Plan, EIR)
Word (.docx); native design
files for final
Searchable PDF,
bookmarked
Clean and redline versions
Matrix or table Excel (.xlsx) PDF Live formulas; filterable header row
Tracker or log Excel (.xlsx) None required Updated and retransmitted monthly
Template Word or Excel None required Unlocked, with brief instructions for use
Checklist Word or Excel Fillable PDF Suitable for staff use in project review
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Style guide or outline Word (.docx) PDF Includes any graphic and typographic standards
Redline package Word with tracked changes Clean PDF and redline PDF Tracked changes rather than manual highlighting
Graphics package InDesign or Illustrator with
linked assets, or equivalent
Print-ready PDF Raster images at 300 dpi
minimum at final size
Map or GIS package Esri file geodatabase or
shapefile, with layer files
Exhibit PDFs at 8.5 by 11
and 11 by 17 inches
See Section E
Meeting package PowerPoint and Word PDF Summary transmitted within [5] business days of
the meeting
Schedule file [Microsoft Project (.mpp) or
equivalent]
PDF Gantt Updated monthly
Notices Word (.docx) PDF formatted for filing Prepared for City signature and filing
Web document HTML or contentmanagement-ready filesNone required See Section F Record set Native formats as produced Indexed digital set and hard copy
Organized by task and date
Agency form Agency template as
prescribed
PDF As required by the receiving
agency
Where a task identifies a deliverable type not listed above, the Consultant shall propose a format consistent with these standards and confirm it with the City before preparation.

C. Draft Versions and City Review
Major documents shall follow a standard progression: administrative draft, screencheck draft, public review draft, and final. The administrative draft is for internal City review; the screencheck draft incorporates City comments and is verified before public release; the public review draft is the version circulated for public and agency comment; and the final incorporates comments received. • The City will provide one consolidated set of comments per version. The Consultant shall assume two rounds of revision per document unless a task states otherwise. • Each revised version shall be accompanied by a response matrix identifying each City comment and how it was addressed.
• All versions after the first shall be provided in both clean and redline form. • The City will review and either accept a deliverable or return comments within [15] business days of receipt.

D. File Naming and Transmittal
• Files shall be named using the convention LBGPU_Task##_DeliverableName_Version_YYYYMMDD. • Deliverables shall be transmitted electronically through the Consultants preferred fileshare. Individual files exceeding 100 MB shall be divided or transmitted by an alternative method agreed with the City.

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• Each transmittal shall identify the task and deliverable number, the version, and whether the submittal is a new deliverable or a revision.

E. Mapping and Geospatial Data
• Geospatial data shall be delivered as an Esri file geodatabase or shapefiles, with layer files preserving symbology.
• All data shall use [NAD83 California State Plane Zone VI, US survey feet] unless the City directs otherwise. • Each layer shall include metadata identifying source, vintage, accuracy, processing steps, and any assumptions.
• Map exhibits shall be legible at both 8.5 by 11 and 11 by 17 inches and shall be prepared for technical accuracy and public readability.
• Data obtained from third parties shall be identified, with any licensing or redistribution limitations stated at the time of delivery.
• All geospatial data developed for the project shall be delivered to the City within 45 days of project completion.

F. Accessibility
Final public-facing documents, including the adopted General Plan and its web version, shall meet [WCAG 2.1 Level AA]. At a minimum this requires:
• Tagged PDFs with a logical reading order and a defined document title and language. • Alternative text for all images, maps, charts, and diagrams that convey information. • Tables structured with identified header rows rather than formatted as images. • Sufficient color contrast, and no reliance on color alone to convey meaning. • Navigable headings and bookmarks.

Proposers should state their approach to accessibility remediation and identify whether it is performed in house or by a subconsultant.

G. Ownership and Final File Transfer
• All data, documents, graphics, geospatial data, and other work product generated under the Agreement become the property of the City.
• At project completion the Consultant shall deliver a complete set of native source files, including word processing, design, graphics, spreadsheet, and geospatial files, together with linked assets and fonts or font identification.

Deliverables shall be free of proprietary formats or licensing conditions that would prevent the City from editing, reproducing, or republishing them after the Agreement ends. Any such limitation shall be disclosed in the proposal.

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← All documents from this meeting