Agenda packet — Economic Development Committee, December 5, 2022 (part 1 of 2)

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www.modestogov.com
AGENDA
City of Modesto

ECONOMIC DEVELOPMENT COMMITTEE / COUNCIL

WORKSHOP
Held Via Teleconference
(To Access Meeting Please See Instructions Below)
Monday, December 05, 2022 at 5:30 PM
*Roll Call: Sue Zwahlen, Chair
Chris Ricci, Vice-Chair
David Wright, Member
Alternates: Eric E. Alvarez, Nick Bavaro, Rosa Escutia-Braaton, Jeremiah Williams * Please Note: In order to respond to COVID-19, and pursuant to AB 361, the City will hold this meeting via teleconference and Committee Members will be calling in. “Wordly” can translate into 25+ different languages! To access written translation during the meeting, please scan the QR Code or click this link https://attend.wordly.ai/join/RJDY-6364.
"Wordly" puede traducir a más de 25 idiomas diferentes! Para acceder a la traducción durante la reunión, por favor escanee el código QR o haga clic en el enlace https://attend.wordly.ai/join/RJDY-6364.

THIS MEETING WILL NOT BE PHYSICALLY OPEN TO THE PUBLIC
In order to minimize the spread of the COVID-19 virus, this meeting will be conducted pursuant to AB 361, which amended the Brown Act’s teleconferencing provisions and will not be physically open to the public. You may observe and participate in the meeting via teleconference as indicated below.
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PARTICIPATING IN COMMITTEE MEETINGS IN CONFORMANCE
WITH AB 361
The City of Modesto is providing alternatives to observe and participate in Committee meetings.

If you wish to make either a general public comment or to comment on a specific agenda item, you may use one of the following options:

SUBMITTING COMMENTS BY E-MAIL
Written comments may be submitted via email to: [email protected] (include Agenda Item Number in the subject line). All comments will be shared with the Committee Members and placed in the record, but will not be read aloud during the meeting. Written comments must be received by 3:00 p.m. on the day of the meeting.

VIRTUAL PARTICIPATION BY ZOOM VIDEO

CONFERENCING AND TELEPHONE
Joining the Committee meeting via Zoom
The City of Modesto is now offering the ability to view and participate in Committee meetings via telephonic conferencing via “Zoom” video conferencing computer technology. The meeting may be accessed through the use of Zoom using the following options:
 Enter the following link into an Internet Browser
https://us02web.zoom.us/j/86945970570,
 Enter the following link into an Internet Browser https://zoom.us/ and using the Webinar ID 869 4597 0570
 Passcode 84326
To use Zoom, please visit: https://zoom.us/ and either sign-up for a free Zoom account or continue as a guest. Once you have downloaded the app onto your mobile device, joined from your web browser, or downloaded the Zoom software on your computer you will be ready for the upcoming Committee meeting.

Joining the Committee meeting via Telephone
If you don’t have a smart phone or computer to access the meeting via Zoom, you can participate by phone, by calling 1-877-853-5257 (Toll Free) or 1-888-475-4499 (Toll Free) and enter the Webinar ID 869 4597 0570 Passcode 84326
Providing Public Comment on Zoom and by Telephone
The Committee Chairman will request public comment during the Public Comment periods on the meeting agendas and during each Regular Calendar Item on the Committee Agenda. Once the Chairman has announced the public comment period, please do one of the following.

USING A COMPUTER OR SMART PHONE APP:
 Click on the “Raise Hand” feature in the webinar controls. This will notify City staff that you have raised your hand.
 City staff will unmute your microphone when it is your turn to provide public comment.
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 A prompt will appear to confirm you would like to be unmuted and then you will have three minutes to provide public comment.
 Once your public comment has ended, you will be muted again.

USING A REGULAR PHONE (not using a computer or smart phone APP):
 Dial *9 (star 9), this will notify City staff that you have “raised your hand” for public comment.
 City staff will unmute your microphone when it is your turn to provide public comment.
 You will hear “you are unmuted” and then you will have three minutes to provide public comment.
 Once your public comment has ended, you will be muted again.  If your phone is unmuted, and you are unable to be heard, the host may ask that you Dial *6 to toggle mute on/off in Zoom.

Additional Zoom resources/support
Please visit Zoom’s website support page on helpful tips to prepare for the meeting:
https://support.zoom.us/hc/en-us/categories/201146643
Council has not delegated directive or final approval authority to the Committees. Committee actions are recommendations to the full City Council, not final decisions on an issue. This meeting is also noticed as a City Council workshop.

PUBLIC COMMENTS
Please refer to special public comment instructions above.

Three-minute time limit per speaker
Only interested persons in the audience may present these matters. Under State law, Committee Members may respond to matters being presented under this item only as follows:
a. Briefly respond to statements made or questions raised. b. Ask a question for clarification.
c. Provide a reference to staff or other resources for factual information. d. Request staff to report back at a subsequent meeting. e. Finally, a Committee Member or the Committee itself may take action to direct staff to place a matter of business on a future agenda.

CONSENT ITEMS – ROLL CALL VOTE REQUIRED:

Information concerning the consent items listed below has been forwarded to each Committee Member prior to this meeting for study. Unless some member of the audience or Committee Member has a question concerning an item and asks that it be withdrawn from the consent list, the Council approves the items at one time. The action taken by the Council in approving consent items is set forth in the explanation of this individual item. - 3 -
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Any and all of the following agenda items are subject to action by the Modesto City Council.

This Agenda is on file at the Modesto-Stanislaus Library Reference Room, 1500 I Street, Modesto, in the City Clerk’s Office, Sixth Floor, 10th Street Place, and is available on the City’s Web site at www.modestogov.com.

In accordance with the requirements of Title II of the Americans with Disabilities Act (“ADA”) of 1990, the Fair Employment & Housing Act (“FEHA”), the Rehabilitation Act of 1973 (as amended), Government Code section 11135 and other applicable codes, the City of Modesto (“City”) will not discriminate against individuals on the basis of disability in the City’s services, programs, or activities. For more information, please visit the City of Modesto website at https://www.modestogov.com/865/Americans-with-Disabilities-Act-ADA In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk (209) 577-5396. Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting.

CONSENT
An item may be removed from consent and discussed at the request of an audience member or Committee Member.

Consent

1. Consider approving a No-Cost Third Amendment to extend the completion date to June 30, 2023, for the Construction Zone Enhanced Enforcement Program (COZEEP) Agreement No. 19R465000 with the State of California, Department of Highway Patrol for the State Route 132 West Freeway/Expressway Phase 1 Project and forwarding to Council for approval. (Funding Source: Not Applicable)
 Motion approving a No-Cost Third Amendment to extend the completion date to June 30, 2023, for the Construction Zone Enhanced Enforcement Program (COZEEP) Agreement No. 19R465000 with the State of California, Department of Highway Patrol for the State Route 132 West Freeway/Expressway Phase 1 Project and forwarding to Council for approval.

CED; Toby Wells, 209-571-5542, [email protected]
Consent

2. Consider approving the Agreement with PlaceWorks (Berkeley, California) for the Development of the Southwest Modesto Plan, in an amount not to exceed $216,000 and forwarding to Council for approval. (Funding Source: Local Early Action Planning (LEAP) Grant)
 Motion approving the Agreement with PlaceWorks (Berkeley, California) for the Development of the Southwest Modesto Plan, in an amount not to exceed $216,000 and forwarding to Council for approval.

CED; Jessica Hill, 209-577-5211, [email protected]
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Consent

3. Consider approving Agreements with Republic Services, Inc. dba Forward, Inc.

Landfill for the Non-Hazardous Waste Disposal of Wastewater Grit, Sewer Spoils, and Storm Spoils for a total amount not to exceed $404,910 over six years. (Funding Source: Sewer Fund and Storm Drain Fund)
 Motion approving the Sole Source Agreement(s) with Forward, Inc. for the Disposal of Non-Hazardous Sewer Grit, Sewer Spoils and Storm Spoils for a three-year Agreement with one three-year extension option, for an annual estimated amount of $67,485, and a total amount not to exceed $404,910 over six years; and forwarding to Council for approval.

UTILITIES; Jason Farnsworth, 209-577-6255, [email protected] Consent

4. Consider approving the Award of Bid and Agreement for the Furnishing of Bio-Solids Removal and Land Application Services with Jim Brisco Enterprises, Inc., Atwater, CA, for a total amount not to exceed $810,891 over five years. (Funding Source:

Wastewater Fund)
 Motion approving the Award of Bid and Agreement for the Furnishing of BioSolids Removal and Land Application services to Jim Brisco Enterprises, Inc., Atwater, CA, for a two (2) year Agreement with three (3) one-year extension options, for an estimated annual amount of $145,500, and a total amount not to exceed $810,891 over five (5) years; and authorizing the City Manager, or his designee, to execute the Agreement, and forwarding to Council for approval.

UTILITIES; Jason Farnsworth, 209-577-6255, [email protected]

NEW BUSINESS

5. Consider accepting the Public Health Goals Report (PHG) on the City of Modesto’s water system, in compliance with Title 22 of the California Health and Safety Code and forwarding to Council for approval. (Funding Source: Not Applicable)  Motion accepting the 2022 Public Health Goals Report in compliance with Title 22 of the California Health and Safety Code and forwarding to Council for approval.

UTILITIES; Will Wong, 209-571-5801, [email protected]

ADJOURNMENT
Posted pursuant to Government Code Section 54954.2 on the bulletin board at Tenth Street Place on at by
date time signature
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CITY OF MODESTO

COMMITTEE AGENDA REPORT
DATE OF MEETING:

December 5, 2022
Date: November 2, 2022
TO: Economic Development Committee
Sue Zwahlen, Chair
Chris Ricci, Vice-Chair
David Wright, Member
THROUGH: Joseph P. Lopez, City Manager
FROM: Jaylen French, Director of Community and Economic Development SUBJECT: Third Amendment to the Agreement with California Highway Patrol for State Route 132 Construction Zone Enforcement
CONTACT: Toby Wells, P.E., City Engineer, [email protected], 209-571-5542 DESCRIPTION:

Consider approving a No-Cost Third Amendment to extend the completion date to June 30, 2023, for the Construction Zone Enhanced Enforcement Program (COZEEP) Agreement No. 19R465000 with the State of California, Department of Highway Patrol for the State Route 132 West Freeway/Expressway Phase 1 Project and forwarding to Council for approval. (Funding Source: Not Applicable)
STRATEGIC PLAN ELEMENT:

This action for the State Route 132 (SR 132) West Freeway/Expressway Project is consistent with the Council’s 2020-2025 Strategic Plan Goal D, Ensure Safe, Efficient and Reliable Infrastructure. Specifically, this item supports the SR132 West Freeway/Expressway Project and the City’s goal to expand alternative modes of travel, improve transportation flow, and drive economic vitality.

BACKGROUND:

The purpose of the SR 132 West Freeway/Expressway - Phase 1 Project is to improve regional and interregional circulation, relieve traffic congestion along existing SR 132, and enhance safety and operations for the existing and proposed transportation network.

The Phase 1 Project includes construction of an access-controlled, 2-lane expressway (one lane eastbound and one lane westbound) along a new alignment just south of Kansas Avenue starting from the east side of State Route 99 (SR 99) at the west end of the Needham Street Bridge, westbound to Dakota Avenue and then along Dakota Avenue to the existing SR 132 / Maze Boulevard. The Project also includes grade separations at Rosemore Avenue, Carpenter Avenue, Emerald Avenue, and SR 99, and improvements to the 5th and 6th Street connections to #1..
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Third Amendment to the Agreement with California Highway Patrol for State Route 132 Construction Zone Enforcement

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the new SR 132 expressway and the addition of an auxiliary lane at the northbound SR 99 onramp at L Street.

During the construction of the SR 132 project, work occurring within the SR 99 right-of-way requires traffic control related services from the California Highway Patrol (CHP) to enhance both construction worker’s safety and that of the traveling public within and adjacent to live traffic lanes of SR 99. Caltrans required implementation of Construction Zone Enhanced Enforcement Program (COZEEP) for this project. Prior to the CHP performing the services required of the COZEEP program an agreement was required between the City and CHP.

On December 10, 2019, by Resolution No. 2019-542, Council approved Agreement No. 19R465000 committing the City of Modesto to provide a maximum reimbursement amount of $331,486 to the CHP for all traffic control related services provided to the project during the construction phase of the project. In addition, the Agreement provided a time frame of said services from November 1, 2019 to December 31, 2021.

DISCUSSION:

On September 24, 2019, per Resolution No. 2019-439, Modesto City Council awarded a construction contract to Bay Cities Paving & Grading. The original construction contract was for 565 working days. Bid Alternates A & B, which were included in the project because funding was available based on the winning bid, added approximately six months to the base bid construction schedule, in addition to a 3-year Plant Establishment Period.

Construction began in December 2019, and was estimated to be completed in March of 2022, with closeout continuing through June 30, 2022. The original COZEEP Agreement had an end date of December 31, 2021. As a result, a First Amendment to extend the end date of the COZEEP Agreement with CHP was necessary.

On October 12, 2021, per Resolution No. 2021-403, Council approved a First Amendment to the COZEEP Agreement, increasing the Agreement amount by $110,848, from $331,486 for a total not to exceed amount of $442,334, and also extended the term end date from December 31, 2021 to June 30, 2022.

The SR 132 Project has experienced delays in completion due to a 100-year storm weather event, delays due to smoke during the fires of 2021, and delays due to social distancing requirements brought on by the COVID-19 virus. As a result, a Second Amendment to extend the end date of the COZEEP Agreement with CHP was necessary.

On June 14, 2022, per Resolution No. 2022-270, Council approved a no-cost Second Amendment to the COZEEP Agreement extending the term end date from June 30, 2022 to December 31, 2022.

WSP USA, the Construction Management Consultant for the SR 132 West Freeway / Expressway Phase 1 project, has determined that we should extend the end term date for the COZEEP Agreement to June 30, 2023, with a no-cost amendment. While the project is substantially complete, WSP USA anticipates the project will likely need COZEEP services into early next year to take care of any warranty issues should they arise. #1..
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Economic Development Committee, December 5, 2022
Third Amendment to the Agreement with California Highway Patrol for State Route 132 Construction Zone Enforcement

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Staff recommends approving this no-cost Third Amendment to the Construction Zone Enhanced Enforcement Program (COZEEP) Agreement No.19R465000 with the State of California, Department of Highway Patrol for the project, to extend the term end date from December 31, 2022 to June 30, 2023.

FISCAL IMPACT:

There is no cost to the Third Amendment to the Agreement. The budget for the Agreement is housed in Project 101119 – State Route 132 West Expressway construction.

CEQA/NEPA REQUIREMENTS:

Caltrans has completed California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA) review of the Project with approval of the document as part of the PA&ED Phase on March 9, 2018.

RECOMMENDED COMMITTEE ACTION:

Staff Recommendations:

Motion approving a No-Cost Third Amendment to extend the completion date to June 30, 2023, for the Construction Zone Enhanced Enforcement Program (COZEEP) Agreement No. 19R465000 with the State of California, Department of Highway Patrol for the State Route 132 West Freeway/Expressway Phase 1 Project and forwarding to Council for approval.

Approved by:

Jaylen French, Director of CEDD
Joseph P. Lopez, City Manager
Attachments:

1. Third Amendment to COZEEP Agreement No. 19R465000

2. COZEEP Agreement No. 19R465000

3. First Amendment to COZEEP Agreement No. 19R465000

4. Second Amendment to COZEEP Agreement No. 19R465000
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2. The term of this Agreement is:

The parties mutually agree to this amendment as follows. All actions noted below are by this reference made a part of the Agreement and incorporated herein:
draft
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Department of California Highway Patrol
and City of Modesto Community & Economic Development Department CHP Agreement #19R465000-1
Exhibit B, Page 1 of 1

EXHIBIT B
(Standard Agreement)

BUDGET DETAIL AND PAYMENT PROVISIONS

1. Invoicing and Payment
A. The CHP shall provide City of Modesto Community & Economic Development Department with an itemized invoice which details all CHP costs for traffic control services under this Agreement.

Monthly itemized invoices will be submitted in duplicate to:

City of Modesto Community & Economic Development Department Attn: John Rawles, Project Manager
1010 Tenth Street
Modesto, CA 95353
City of Modesto Community & Economic Development Department agrees to pay CHP within thirty (30) days after the date of the invoice(s).

B. This Agreement includes hourly usages and anticipated mileage for the traffic control services.

Officer Overtime Hours 3,000 hours
Sergeant Overtime Hours 300 hours
Patrol car mileage 3,500 miles
C. In consideration for the traffic control services contained here, the City of Modesto Community & Economic Development Department agrees to reimburse the CHP upon receipt of an itemized invoice, for both the actual hours worked by CHP officers (at the overtime rate described below), and at the time services are provided. The rates indicated in this Agreement are for estimate purposes only. It is understood by both parties that rate increases in salary and benefits are governed by collective bargaining agreements and/or statute and that no advance written notification is necessary prior to implementing the increased rates. In the event the CHP is granted a rate increase, the City of Modesto Community & Economic Development Department shall pay the increased rate. The following information is the CHP’s officer and sergeant overtime and mileage rates effective Fiscal Year 18/19, until superseded:

CLASSIFICATION OVERTIME RATE
CHP Officer Overtime $ 102.48 per hour
CHP Sergeant Overtime $ 124.67 per hour
CHP Automobile $ 1.41 per mile
D. Anytime the CHP officer is assigned to the service location, City of Modesto Community & Economic Development Department will pay no less than four (4) hours per shift, even if the CHP officer works less than that.

If the CHP officer(s) report(s) to the assigned service location and if for any reason CHP reassigns the officer(s) away from the service location, City of Modesto Community & Economic Development Department will be billed only for the officer(s) actual time incurred from the CHP Area office to the service location and for the time spent at the assigned service location covered under this Agreement. #1..
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JUL 29 2022
NLR:skb
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CITY OF MODESTO

COMMITTEE AGENDA REPORT
DATE OF MEETING:

December 5, 2022
Date: November 8, 2022
TO: Economic Development Committee
Sue Zwahlen, Chair
Chris Ricci, Vice-Chair
David Wright, Member
THROUGH: Joseph P. Lopez, City Manager
FROM: Jaylen French, Director of Community and Economic Development SUBJECT: Agreement with PlaceWorks for the Development of the Southwest Modesto Plan CONTACT: Jessica Hill, Community Development Manager
[email protected], 209-577-5211
DESCRIPTION:

Consider approving the Agreement with PlaceWorks (Berkeley, California) for the Development of the Southwest Modesto Plan, in an amount not to exceed $216,000 and forwarding to Council for approval. (Funding Source: Local Early Action Planning (LEAP) Grant) STRATEGIC PLAN ELEMENT:

The recommended action supports the City of Modesto’s 2020-2025 Strategic Plan - Goal D:

Provide safe, efficient, and reliable infrastructure through proactive community investment, maintenance, and sustainability. The recommended action also supports the City of Modesto’s 2020-2025 Strategic Plan - Goal E: Drive the success of a vibrant and economically sustainable climate.

BACKGROUND:

In the 2019-20 Budget Act, Governor Gavin Newsom allocated $250 million for all regions, cities, and counties to do their part by prioritizing planning activities that accelerate housing production to meet identified needs of every community. With this allocation, the California Department of Housing and Community Development (HCD) established the Local Early Action Planning (LEAP) Grant with $119 million for cities and counties. LEAP provides one-time grant funding to cities and counties to update their planning documents and implement process improvements that will facilitate the acceleration of housing production and help local governments.

LEAP grants provide over-the-counter grants complemented with technical assistance to local governments for the preparation and adoption of planning documents, and process improvements that:
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Agreement with PlaceWorks for the Development of the Southwest Modesto Plan

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 Accelerate housing production
 Facilitate compliance to implement the sixth-cycle Regional Housing Needs Assessment
On January 27, 2020, HCD issued a Notice of Funding Availability (NOFA), as part of the Local Government Planning Support Grants Program for the LEAP Grant. On March 3, 2021, the City was awarded $500,000 as part of the financial assistance for LEAP. In aligning with LEAP program criteria, the City is utilizing these funds for the development of the 6th Cycle General Plan Housing Element Update and is proposing to utilize the remaining funds for the Southwest Modesto Plan.

DISCUSSION:

On March 8, 2022, the Planning Division, in coordination with the Purchasing Division, issued a formal request for proposals (RFP) to prepare a comprehensive analysis for the development of additional housing units, barriers to economic development, street project design and infrastructure needs focusing on the neighborhoods of Southwest Modesto (RFP No. 2122-04).

One (1) firm returned a proposal to the City for review. The RFP was downloaded by a total of 40 vendors. The Purchasing Division reached out to all vendors for further research regarding the lack of response. The feedback received included: vendors were out of state and unable to fulfill the scope of work, and not enough staff/capacity to carry out the project, or timeline of deliverables was too short.

The purpose of the Southwest Modesto Plan (Plan) is to establish a vision for the future of Southwest Modesto with a focus on enhancing development conditions and opportunities and to identify ways to realize that vision.

The project area location boundary is generally defined as south of California State Route (SR) 132, west of SR 99, north of Tuolumne River and east of Carpenter Road. The general boundary for the Southwest Modesto Plan is included as Attachment 2.

The Plan will be delivered in the form of a report that will present a comprehensive analysis of the needs and opportunities and identify a strategy to arrive at the actual development of additional housing units and address barriers to further economic development. Furthermore, the Plan will assess the desired functionality of key vacant and underdeveloped sites/properties, explore connectivity the Tuolumne River Regional Park and Trail, and exploring a thoroughfare design for Paradise Avenue. In aligning with a Citywide desirability for housing, the Plan will look at opportunities for new residential building types and new non-residential development, with a key focus on mixed-use development.

The focused implementation plan for Southwest Modesto addresses all components requested in the RFP, including: a comprehensive public outreach and visioning process; recommendations for development of opportunity sites, evaluation of economic development issues in the Southwest area, an integration of City-planned physical street improvements, and the integration of County-jurisdictional “islands” into the city.

The complete PlaceWorks proposal is included as Attachment 4. The scope for this plan includes the following:
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Agreement with PlaceWorks for the Development of the Southwest Modesto Plan

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 Task 1: February 2023
Kick-off Meeting and Project Management (City Staff and Consultant)  Task 2: March-April 2023
Outreach strategies and outreach goals; visioning and public Outreach; including 3-4 outreach workshops: Southwest Modesto Vision, Plan Concepts, and Southwest Modesto Plan Implementation
 Task 3: May-June 2023
Review of Economic Opportunities; Draft and Final Economic Mobility Strategy  Task 4: April-May 2023
Residential Design Concepts; Maps of Existing Conditions for Opportunity Sites, Draft and Final Concepts for Opportunity Sites, Draft and Final Memorandum Summarizing Performance Standards and Density Considerations, Draft and Final Memorandum Summarizing Housing Barriers and Opportunities  Task 5: June-July 2023
Street Project Design; Draft and Final Existing Transportation Conditions Memorandum; Input on Priority Street Improvements chapter in the Southwest Modesto Plan
 Task 6: June-July & November-December 2023
Utility and Infrastructure review; Existing Infrastructure Conditions  Task 7: December 2023-March 2024
Southwest Modesto Plan Administrative Draft & Public Review Draft  Task 8: March-April 2024
Public Meetings and Adoption; Planning Commission and City Council Presentations; Final Southwest Modesto Plan
Modesto Municipal Code Section 8-3.203 generally requires all purchases, which meet or exceed $50,000 for material, equipment, or contractual services to follow the formal bid procedures. An award of $216,000 and agreement for professional services for the development of the Southwest Modesto Plan to PlaceWorks (Berkeley, California), conforms to the Modesto Municipal Code because the City complied with the formal bid procedures and PlaceWorks was the lowest responsive and responsible bidder FISCAL IMPACT:

The Agreement with Placeworks to prepare Southwest Modesto Plan will be funded in an amount not to exceed $216,000, through LEAP grant funds which are housed in Project 101352 – LEAP 2021 Planning Grant. There is no impact to the General Fund. #2..
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Economic Development Committee, December 5, 2022
Agreement with PlaceWorks for the Development of the Southwest Modesto Plan

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RECOMMENDED COMMITTEE ACTION:

Staff Recommendations:

Motion approving the Agreement with PlaceWorks (Berkeley, California) for the Development of the Southwest Modesto Plan, in an amount not to exceed $216,000 and forwarding to Council for approval.

Approved by:

Jaylen French,
Director of Community and Economic Development
Joseph P. Lopez, City Manager
Attachments:

Exhibit A - RFP 2122-04
Attachment 1 – Revised Budget Proposal
Attachment 2 – Southwest Modesto Plan Area Map
Attachment 3 – Standard Consultant Agreement
Attachment 4 – Southwest Modesto Plan Proposal Submittal #2..
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1 REQUEST FOR PROPOSALS NO. 2122-04
FOR

SOUTHWEST MODESTO PLAN
Non-Mandatory Pre-Proposal Conference
To be held on
Tuesday, March 15, 2022, at 2:00PM
Location:

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PROPOSAL OPENING: TUESDAY, APRIL 12, 2022, at 11:00 A.M.

CITY OF MODESTO CONTACT: Kathy Crandall, Buyer
E-MAIL ADDRESS: [email protected]
PHONE: (209) 577-5420
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2 CITY OF MODESTO
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-04

TABLE OF CONTENTS
Page
. Notice to Proposers............................................................................................................. 3 . City Contacts...................................................................................................................... 4 . Calendar of Events.............................................................................................................. 4 . Offer and Acceptance......................................................................................................... 4 . FORMS
. Proposal Acknowledgement (Signature Form) ............................................................... 7 . Pricing Schedule (Signature Form).................................................................................. 8 . Exceptions, Clarifications, Amendments........................................................................... 9 . References......................................................................................................................... 10 . Financial Interest Disclosure (Signature Form)............................................................. 13 . Company History Statement ............................................................................................ 15 . Minimum Qualifications.................................................................................................. 15 . Addenda Acknowledgement ............................................................................................ 16 . Technical Specifications and Requirements
. Background....................................................................................................................... 18 . Scope of Services.............................................................................................................. 19 . Insurance Requirements................................................................................................... 20 . General Terms and Conditions
. Proposal Submittal............................................................................................................ 22 . Acceptance/Rejection of Irregular Bids........................................................................... 22 . Complete Proposal Submittal........................................................................................... 22 . Compliance / Non-Compliance........................................................................................ 23 . Pricing Format................................................................................................................. .23 . Pricing Schedule............................................................................................................... 23 . Award of Proposal............................................................................................................ 23 . Evaluation Process............................................................................................................ 24 . Term of Contract .............................................................................................................. 24 . Termination of Services ................................................................................................... 25 . Electronic Payment........................................................................................................... 25 . Sample Agreement ........................................................................................................... 32 #2..
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3 NOTICE TO PROPOSERS
NOTICE IS HEREBY GIVEN that the City of Modesto, County of Stanislaus, State of California, will receive at the City Clerk’s office, 1010 Tenth Street, Suite 6600, Modesto, CA 95354 sealed proposals for the furnishing of Southwest Modesto Plan for the City of Modesto.

The City of Modesto is soliciting proposals from qualified consultant firms or teams of firms to provide professional services to establish a comprehensive analysis for developing additional housing units, street project design and infrastructure needs focusing on the disadvantage neighborhoods of southwest Modesto.

All equipment, materials, and supplies shall be furnished F.O.B. City of Modesto. Proposals shall be submitted on the proposal sheet and shall be downloaded from the City’s Purchasing website at http://www.modestogov.com/257/Contracting-Bid-Opportunities; such proposals shall include all necessary specifications. It is highly recommended all proposal documents be downloaded from the City’s website.

Each proposal shall be sealed and filed with the City Clerk’s office, 1010 Tenth Street, Suite 6600, Modesto, CA 95354 no later than Tuesday, April 12, 2022, at 11:00 A.M., at which time proposals will be opened and recorded. All proposals shall be available for review following City Council award approval at the Purchasing Division, 1010 Tenth Street, 5th Floor, Suite 5300, Modesto, CA 95354.

Proposals will be received only at the address shown above, and prior to the time indicated. Any proposal received at or after said time and/or date, or at a place other than the stated address cannot be considered and will be returned to the proposer unopened.

All proposals, whether delivered by an employee of the proposer, U.S. Postal Service, courier, or package delivery service must be received and time stamped at the stated address prior to the time designated. The City Clerk’s time stamp shall be considered the official timepiece for the purpose of establishing the actual receipt of proposals. The City of Modesto assumes no responsibility for delay in the delivery of the proposal.

On the outside of both the proposal envelope and courier envelope, the proposer shall indicate the following:

NAME AND ADDRESS OF PROPOSER
SPECIFICATION NUMBER 2122-04

SOUTHWEST MODESTO PLAN
PROPOSAL OPENING DATE: APRIL 12, 2022
MAIL TO: CITY CLERK COURIER TO: CITY CLERK

CITY OF MODESTO CITY OF MODESTO
P.O. BOX 642 1010 10TH STREET, SUITE 6600
MODESTO, CA 95353 MODESTO, CA 95354
The City reserves the right to reject any or all proposals or to waive any informalities or minor irregularities in a proposal.

No proposer may withdraw his/her proposal for a period of one-hundred twenty (120) days after the date set for the opening thereof.
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4 CITY CONTACTS
All questions regarding these specifications, terms and conditions shall be submitted in writing to Kathy Crandall, Buyer via email at: [email protected]
All contacts during the proposal process shall be through the Purchasing Division. Attempts by the proposer to contact department representatives may result in disqualification of the proposer from the proposal process.

CALENDAR OF EVENTS
Event Date
Proposal Issued March 8, 2022
Non-Mandatory Proposal Conference March 15, 2022 @ 2:00PM Written Questions Due March 22, 2022
Addendum Issued (if required) March 29, 2022
Response Due BEFORE 11:00 A.M. on Tuesday, April 12, 2022 Proposal Award Date October 2022.

Note: Award date is approximate.

Note: Deliver or mail proposals to the referenced address, only, as indicated in the Notice to proposers.

It is the responsibility of each proposer to be familiar with all of the specifications, terms and conditions and the site condition (if applicable). The proposer agrees and acknowledges all RFP specifications, terms, and conditions and indicates the ability to perform by submission of a proposal. By the submission of a proposal, the proposer certifies that if awarded a contract they will make no claim against the City based upon ignorance of conditions or misunderstanding of the specifications.

OFFER AND ACCEPTANCE:

Seller represents his/her acceptance to provide products and/or services as follows. City's offer to purchase products and/or services is expressly conditioned upon Seller's assent to the terms and conditions set forth in City purchase order documents, specifications, supporting data and these articles. Seller agrees that Seller's Order Acknowledgement terms and conditions received prior to, during, or after order placement by City are hereby rejected. City purchase orders signed by the City's Purchasing Manager or her designated agent and issued to Seller constitutes written notification to Seller of City's rejection of any and all of Seller Order Acknowledgements, counter offers and change to the City's terms and conditions. #2..
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5 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-04

SOUTHWEST MODESTO PLAN
COVID-19 RESPONSE
The City of Modesto is doing our part to slow the spread of COVID-19. The City of Modesto will be broadcasting bid openings electronically via Microsoft Teams at 11:00 a.m. PT on Tuesday, April 12, 2022. The City Clerk Record of Proposal document will be available on Planet Bids by the end of day, Tuesday, April 12, 2022. The public bid opening for RFP 2122-04 Southwest Modesto Plan, will be available using the URL link, video system or via phone provided below. By submitting your proposal for the above-stated RFP acknowledge, understand, and agree to this modified bid opening procedure.

Microsoft Teams meeting
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+1 469-998-7409,,961656049# United States, Dallas
Phone Conference ID: 961 656 049#
https://teams.microsoft.com/l/meetupjoin/19%3ameeting_NTI0YzBiMDMtNDQ0Yi00YjNlLWIwZjYtYzg4ZDVjMDdkM2Mz%40thread.v2/0?context=%7b%22Tid% 22%3a%22125ccacf-fc61-463c-9976-189f876ff90b%22%2c%22Oid%22%3a%229715c333-c997-4dd7-8984- 12cd4deaa705%22%7d
Should you have any questions regarding this, please do not hesitate to contact Kathy Crandall, by e-mail at [email protected] or telephone at (209) 577-5420. #2..
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6 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-04

SOUTHWEST MODESTO PLAN

SUBMITTAL CHECKLIST

PROPOSAL SUBMITTAL CHECKLIST
The proposer shall provide a complete proposal in a sealed envelope before 11:00 A.M. on the bid opening date.

Failure to provide all the required documents may cause the bid to be considered non-responsive.

COMPLETE PROPOSAL Page No.
. Proposal Acknowledgement (Signature Form) ............................................................... 7 . Pricing Schedule (Signature Form).................................................................................. 8 . Exceptions, Clarifications, Amendments (if applicable)................................................... 9 . References......................................................................................................................... 10 . Financial Interest Disclosure Form (Signature Form)................................................... 13 . Company History Statement ........................................................................................... 15 . Minimum Qualifications (Financials, Under Separate, Sealed Cover). Please note, only . one (1) set of financials need to be submitted with your original packet(s) ................... 15 . Addenda Acknowledgement Page (if applicable) ........................................................... 16 #2..
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7 PROPOSAL ACKNOWLEDGEMENT
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-04

SOUTHWEST MODESTO PLAN
The City is soliciting proposals from qualified proposers to furnish its requirements per the specifications, terms and conditions contained in the above referenced proposal number. This Proposal Acknowledgement must be completed, signed by a responsible officer or employee, dated and submitted with the proposal response. Obligations assumed by such signature must be fulfilled.

1. Preparation of Proposals: (a) All prices and notations must be printed in ink or typewritten. No erasures permitted. Errors may be crossed out and corrections printed in ink or typewritten adjacent and must be initialed in ink by person signing the proposal. (b) Quote price as specified in proposal.

No alterations or changes of any kind shall be permitted to the Proposal Form. Responses that do not comply shall be subject to rejection in total.

2. Failure to Submit Proposal: If you are not submitting a proposal but want to remain on the mailing list and receive future proposals, complete, sign and return this Proposal Acknowledgement and state the reason you are not pricing.

3. Taxes and Freight Charges: (a) Unless otherwise required and specified in the RFP, the prices quoted herein do not include Sales, Use or other taxes. (b) No charge for delivery, drayage, express, parcel post packing, cartage, insurance, license fees, permits, costs of bonds, or for any other purpose, except taxes legally payable by City, will be paid by the City unless expressly included and itemized in the proposal. (c) Amount paid for transportation of property to the City is exempt from Federal Transportation Tax. An exemption certificate is not required where the shipping paper shows the consignee as one (1) of the Agencies as such papers may be accepted by the carrier as proof of the exempt character of the shipment. (d) Articles sold to the Agencies are exempt from certain Federal excise taxes. The Agencies will furnish an exemption certificate.

4. Award: (a) Unless otherwise specified by the proposer or the RFP gives notice of an all-or-none award, the City may accept any item or group of items of any proposal. (b) Proposals are subject to acceptance at any time within thirty (30) days of opening, unless otherwise specified in the RFP. (c) A valid, written purchase order mailed, or otherwise furnished, to the successful proposer within the time for acceptance specified results in a binding contract without further action by either party. The contract shall be interpreted, construed and given effect in all respects according to the laws of the State of California.

5. Patent Indemnity: Proposers who do business with the City shall hold the City, its officers, agents and employees, harmless from liability of any nature or kind, including cost and expenses, for infringement or use of any patent, copyright or other proprietary right, secret process, patented or un-patented invention, article or appliance furnished or used in connection with the contract or purchase order.

6. Samples: Samples of items, when required, shall be furnished free of expense to the City and if not destroyed by test may upon request (made when the sample is furnished), be returned at the proposer’s expense.

7. Rights and Remedies of Agencies for Default: (a) In the event any item furnished by the proposer in the performance of the contract or purchase order should fail to conform to the specifications therefore or to the sample submitted by the proposer with its proposal, the City may reject the same, and it shall thereupon become the duty of the proposer to reclaim and remove the same forthwith, without expense to the City, and immediately to replace all such rejected items with others conforming to such specifications or samples; provided that should the proposer fail, neglect or refuse so to do the City shall thereupon have the right to purchase in the open market, in lieu thereof, a corresponding quantity of any such items and to deduct from any moneys due or that may there after come due to vendor the difference between the prices named in the contract or purchase order and the actual cost thereof to the City. In the event that the proposer fails to make prompt delivery as specified for any item, the same conditions as to the rights of the City to purchase in the open market and to reimbursement set forth above shall apply, except when delivery is delayed by fire, strike, freight embargo, or Act of God or the government. (b) Cost of inspection or deliveries or offers for delivery, which do not meet specifications, will be borne by the proposer. (c) The rights and remedies of the Agencies provided above shall not be exclusive and are in addition to any other rights and remedies provided by law or under the contract.

8. Discounts: (a) Terms of less than ten (10) days for cash discount will be considered as net. (b) In connection with any discount offered, time will be computed from date of complete, satisfactory delivery of the supplies, equipment or services specified in the RFP, or from date correct invoices are received by the City at the billing address specified, if the latter date is later than the date of delivery. Payment is deemed to be made, for the purpose of earning the discount, on the date of mailing the City’s check.

9. California Government Code Section 4552: In submitting a proposal to a public purchasing body, the proposer offers and agrees that if the proposal is accepted, it will assign to the purchasing body all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (15 U.S.C. Sec. 15) or under the Cartwright Act (Chapter 2, commencing with Section 16700, of Part 2 of Division 7 of the Business and Professions Code), arising from purchases of goods, materials, or services by the proposer for sale to the purchasing body pursuant to the proposal. Such assignment shall be made and become effective at the time the purchasing body tenders final payment to the proposer.

10. No Guarantee or Warranty: The City makes no guarantee or warranty as to the condition, completeness or safety of any material or equipment that may be traded in on this order.

11. Two “Inked” Signed Original Proposal Document Requested: Failure to furnish at least one “inked” signed original proposal document may result in disqualification.

THE undersigned acknowledges receipt of the referenced RFP and/or Addenda and offers and agrees to furnish the articles and/or services specified on behalf of the proposer indicated below, in accordance with the specifications, terms and conditions of this RFP and Proposal Acknowledgement, for the pricing indicated on the Pricing Schedule.

Firm:

Address:

City/State/Zip:

Signature/Title/Date:
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8 PRICING SCHEDULE
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-04

SOUTHWEST MODESTO PLAN
Task Unit Price
Public Outreach Lump Sum $
Residential Development Concept Lump Sum $
Street Project Design Lump Sum $
Utility and Infrastructure Needs Lump Sum $
Public Meetings and Adoption Lump Sum $
GRAND TOTAL $
Additional Costs Lump Sum $
Lump Sum $
Lump Sum $
Lump Sum $
GRAND TOTAL $
Will proposer accept the City’s Epay Payment Program? Please check one: Yes ____ No ____ Information regarding the program is provided in Section 2.14 Payment.

City Business License No. __________ Expiration Date: __________ THE undersigned acknowledges receipt of the referenced RFP and/or Addenda and offers and agrees to furnish the articles and/or services specified on behalf of the proposer indicated below, in accordance with the specifications, terms and conditions of this RFP and Proposal Acknowledgement, for the pricing indicated on the Pricing Schedule.

Company Name (Proposer):

By (Person Submitting Proposal): (Print)
By (Person Submitting Proposal): (Signature)
Title of Person Submitting Proposal:

Business Address
(City/State/Zip):

Email Address:

Telephone Number:

Fax Number:

Date:
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9 EXCEPTIONS, CLARIFICATIONS, AMENDMENTS
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-04

SOUTHWEST MODESTO PLAN
Exceptions, Clarifications, Amendments
List requests for proposal clarifications and exceptions below, if any, sign and submit with your proposal response.

Item No. Reference To: Description
Page No. Paragraph No.

Company Name (Proposer):
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10 REFERENCES
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-04

SOUTHWEST MODESTO PLAN
All proposers must provide a list of five (5) current or former clients in the area provided below, identifying prior experience with the same type of services requested by the City under Scope of Work.

References shall have similar volume and requirements to those outlined in these specifications, terms, and conditions. Proposer’s failing to provide references shall be deemed unacceptable.

The City may contact some or all of the references provided in order to determine the Proposers’ performance record on services similar to that described in this proposal. The City reserves the right to contact references other than those provided in the response and to use the information gained from them in the award process.

Company Name:

Address:

City, State, Zip Code:

Contact Person:

Email Address:

Telephone Number:

Type of Business:

Date of Service:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code:

Contact Person:

Email Address:

Telephone Number:

Type of Business:

Date of Service:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business:

Date of Service:

Annual Contract Value $
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11 Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business:

Date of Service:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business:

Date of Service:

Annual Contract Value $
Company Name (Proposer):
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12 FINANCIAL INTEREST DISCLOSURE
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-04

SOUTHWEST MODESTO PLAN

FINANCIAL INTEREST DISCLOSURE

REQUIRED DISCLOSURE BEGINNING THE COUNCIL MEETING
OF JANUARY 7, 2003
The ordinance requiring financial interest disclosure by all parties having a direct or indirect interest of $2,000 or more (except for certain publicly traded companies) will be effective at the Council meeting of January 7, 2003. This means that any Council action on a contract, agreement or development right must be accompanied by a FINANCIAL INTEREST DISCLOSURE FORM listing by name all parties that have a material financial interest in the agreement, contract or development right.

PLEASE NOTE, any Council action that requires a FINANCIAL INTEREST DISCLOSURE cannot be considered by the City Council until the required reporting is made. That means that Agenda Items without the DISCLOSURE will be removed from the Council Agenda.

FinDisclosure12-19
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13 FINANCIAL INTEREST DISCLOSURE
All persons included within the meaning of either of the following tests have a material financial interest in an agreement, or application for development rights, submitted for approval or disapproval by the City Council, and shall be identified by the applicant, by name.

Tests of Materiality:

1. Whether it is foreseeable to a reasonable person that the value of their interest in property available for use by an applicant, or their interest in the applicant itself, may increase or decrease by an amount greater than $2,000.00 as a direct or indirect result of Council action on the applicant’s agreement or application for development rights.

2. Whether it is foreseeable to a reasonable person that the person’s gross income from the applicant may increase or decrease by a sum greater than $2,000.00 as a direct or indirect result of Council action on the agreement or application for development rights.

It is the legal obligation of all applicants for approval of an agreement or of an application for development rights to verify in writing, under penalty of perjury, that the identity of each person having a material financial interest in the agreement or application, or development rights is true, correct and complete.

The applicant understands that this information is provided under penalty of perjury, and that intentionally supplying misinformation or deception may result in either invalidation of the agreement or application, or criminal prosecution for misdemeanor violation of the Modesto Municipal Code, or both. Negligent provision of misinformation shall be grounds for invalidation. In accordance with the Modesto Municipal Code, each applicant has a continuing obligation to maintain the truth, accuracy and completeness of the financial interest disclosure information provided below until after final consideration by the City Council of any matter arising out of or relating to the agreement or application.

By signing this document, I agree to the information contained within.

COMPANY NAME: ____________________________________________________ __________________________________
APPLICANT’S NAME (SIGNATURE):
__________________________________
APPLICANT’S NAME/TITLE (PRINT):
__________________________________
Applicable Names: DATE:
(See attached list)
Questions concerning the application of either test to particular facts should be resolved in advance of Council action by agreement with the department head recommending approval of its agreement/application.

DIRECTOR
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14 FINANCIAL INTEREST DISCLOSURE
COMPANY NAME: __________________________________________ NAMES
Signature / Print:

Signature / Print:

Signature / Print:
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15 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-04

SOUTHWEST MODESTO PLAN

COMPANY HISTORY STATEMENT
Your company shall have been in business for a minimum of three (3) continuous years (immediately prior to the time of the RFP submittal date) providing the types of services requested in this RFP.

The company history statement shall be prepared on company letterhead and provided with the proposal submittal.

MINIMUM QUALIFICATIONS
Minimum Qualifications are mandatory for proposal consideration, and at a minimum shall include the following:

Financial Stability (Provided in a sealed separate envelope):

Proposers shall submit a copy of their company’s most recent professionally prepared Financial Statements (Income Statement and Balance Sheet). These statements, if unaudited, shall be accompanied by a cover letter that states the name and title of the preparer, the basis of the financial statement presentation (cash or accrual) and whether these statements have been prepared in accordance with Generally Accepted Accounting Principles for the most recent fiscal year end of the proposer. Audited financial statements shall be submitted in their entirety, including the auditor’s opinion and notes to the financial statements.

A separate document shall be provided and signed under penalty of perjury by the proposer’s financial officer or owner that explains the proposer’s inability to provide statements for a fiscal period that ended at least eight (8) months before the required date of submittal, if such inability exists.

One complete set of Financial Statements shall be submitted in a sealed separate envelope filed with the (original proposal document), marked with the following:

FINANCIAL STATEMENTS

NAME AND ADDRESS OF PROPOSER
SPECIFICATION NO. 2122-04

SOUTHWEST MODESTO PLAN
PROPOSAL OPENING DATE: TUESDAY, APRIL 12, 2022, AT 11:00A.M. #2..
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16 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-04

SOUTHWEST MODESTO PLAN

ADDENDA ACKNOWLEDGEMENT
The proposer shall check the RFP listing on the City or PlanetBid website, periodically, and in any event, no later than the day prior to bid opening to obtain any addenda information. The changes identified in the addenda modify this request for bid and specifications. The addenda now become a part of this request for bid and specifications. Signing the Bid on the signature portion thereof, the bidder is acknowledging that the bidder has confirmed that he or she has received all addenda issued for this request for bid and specifications and has included costs for such in the bid submitted. Failure to list and acknowledge all addenda numbers may cause the bid to be considered nonresponsive. Do not attach any of the addenda to this sheet nor include them with the bid.

This document is only required to be returned should addenda have been issued.

The Bid is submitted with respect to the changes to the request for bid and specifications included in addenda numbers:

LIST ALL ADDENDA NUMBERS: _____________________________________________ Company Name (Proposer):
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17 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-04

SOUTHWEST MODESTO PLAN
Most of the material needed to present a comprehensive proposal can be placed into one of the sections referenced below under Evaluation Criteria. Responses should be complete and detailed.

However, if relevant information needs to be presented to further support the proposers case other appropriate sections may be added in the proposers submittal.

EVALUATION
All proposals submitted will be reviewed by a City of Modesto evaluation committee. At the completion of the proposal review, finalists may be asked to provide an in-depth presentation in Modesto. Whether or not a presentation shall be performed is wholly within the discretion of the evaluation committee. The committee will select the proposal which best fulfills the City’s requirements and represents the best value to the City of Modesto as determined by the evaluation committee. No single factor will determine the final award decision.

Overall responsiveness to the Request for Proposal is an important factor in the evaluation process.

EVALUATION CRITERIA

1. REFERENCES

2. BACKGROUND AND FIRM

3. QUALIFICATIONS AND EXPREIENCE OF PERSONNEL

4. PROJECT UNDERSTANDING

5. COST
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18 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-04

SOUTHWEST MODESTO PLAN

TECHNICAL SPECIFICATIONS AND GENERAL REQUIREMENTS

1.0 BACKGROUND:

The purpose of the Southwest Modesto Plan is to establish a vision for the future of Modesto.

With a focus on enhancing residential conditions and opportunities and to identify ways to realize that vision. The project area location boundary is generally defined as south of SR 132, west of SR 99, north of Tuolumne River and east of Carpenter Road. See attached map. The Southwest Modesto Plan will be delivered in the form of a report that will present a comprehensive analysis of needs and opportunities and identify a strategy to arrive at the actual development of additional housing units.
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19 1.1 SCOPE OF SERVICES
The following outline provides additional information regarding the project scope of work and the factors that will help shape the Southwest Modesto Plan.

I. Visioning
Gather input, ideas and preferences from stakeholders and the general public/community at large; prepare a comprehensive vision for the future of residential neighborhoods and new development in the project area. Public workshops and a robust outreach program must be included.

This task will include facilitating a variety of public events intended to generate interest, gather feedback and learn about the various neighborhoods and communities’ preferences and priorities. The knowledge and information gained through this work will be reflected in draft work products that will be shared back to the public in order to generate community “buy-in” and support for the final plan documents.

II. Opportunity Sites
Determine the desired functionality of key vacant and underdeveloped sites/properties, to be identified with help from City staff. Opportunities for residential development on sites that can be enhanced with housing and sites that can be redeveloped with housing will be evaluated. Economic feasibility and financial viability must be considered as part of this evaluation.

This analysis should also consider the need and potential demand for different residential product types. The majority of the plan area is developed with single-family detached housing, although there is some multi-family and limited commercial development that exists as well. Opportunities for new residential building types and new non-residential development are to be described in the Southwest Modesto Plan.

Major opportunity sites include Modesto Municipal Golf Course, Dryden Golf Course and John Thurman Field. These facilities may or may not become available to accommodate new development within the next several years, so the plan will assess and evaluate development potential from a conceptual point of view. The Paradise Road corridor and unincorporated County islands in general will also be primary focus areas for purposes of evaluating opportunities and sites.

III. Infrastructure and Services
Utilizing the recently completed utility master plans as a starting point, evaluate and assess the availability, reliability and capacity of the various applicable infrastructure systems to accommodate new development. It is not anticipated that wet utilities systems evaluation will be a major component of the overall project work. Rather, the consultant team should provide an overview of its assessment and recommend strategies to avoid issues or correct anticipated problems.

The Southwest Modesto Plan will also describe recommended and proposed street projects including a focus on bicycles and pedestrians. The Downtown Master Plan that was adopted by the City of Modesto in August of 2020 is a reliable reference with regard to street improvement projects for southwest Modesto.

IV. Performance Standards and Density Considerations
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20 The Southwest Modesto Plan will evaluate and assess residential development standards and requirements to identify opportunities to streamline the entitlement process. Parking and density are two examples. Establishment of new/proposed policies and defining the City’s existing, pro-housing policies will also be included.

V. Barriers to Affordable Housing
Identify and document all of the various barriers and obstacles, both real and perceived, that residential developers might experience. Document strategies and specific actions to address the issues, reduce costs and educate stakeholders. Pro-housing policies and practices will be assessed and evaluated as applicable.

1.2 REQUIRED LICENSES:

Prior to beginning any service that shall be furnished under this specification, the proposer shall secure the appropriate Business/Delivery license from the City of Modesto. Business/Delivery license information may be obtained by calling (209) 577-5389.

If the proposer is furnishing any labor or service including installation or maintenance, the proposer shall possess the appropriate California Contractor's license(s) at the time the proposal is submitted. A contract shall not be awarded to a proposer that does not possess the appropriate Contractor's license(s). The appropriate Contractor's license(s) is that specified in this request, or if not specified, that which is otherwise required by law, and qualifies the Contractor to do business in the State of California.

1.3 INSURANCE REQUIREMENTS:

The CONSULTANT shall provide, at its own expense, and maintain at all times the following insurance with insurance companies licensed in the State of California and shall provide evidence of such insurance to the CITY as may be required by Risk Division. The policies or certificates thereof shall provide that, thirty (30) days prior to cancellation or material change in the policy, notices of same shall be given to the Risk Manager of the CITY by registered mail, return receipt requested, for all of the following stated insurance policies.

A. Workers' Compensation - in compliance with the statutes of the State of California, plus employer's liability with a minimum limit of liability of $1,000,000.

B. General Liability - insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and property damage. The insurance shall indicate on the certificate of insurance the following coverage and indicate the policy aggregate limit applying to: premises and operations; broad form contractual; independent CONSULTANTS and SUBCONSULTANTS; products and completed operations; and/or professional liability.

C. Automobile Liability – insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and property damage. This insurance shall cover any automobile for bodily injury and property damage.

D. Professional Liability – insurance with a minimum limit of $1,000,000 per claim and $2,000,000 policy aggregate. If coverage is on a claims made basis it shall be maintained for at least three (3) years following completion of the work.

E. Waiver of Subrogation (Form Required)
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21 F. Additional Insured Status-endorsement - Additional Named Insured language required: The City of Modesto, its officers, officials, employees, agents and volunteers are to be covered as additional insureds.

If at any time any of said policies shall be unsatisfactory to the CITY, as to form or substance or if a company issuing such policy shall be unsatisfactory to the CITY, the CONSULTANT shall promptly obtain a new policy, submit the same to Risk Manager for approval and submit a certificate thereof as hereinabove provided. Upon failure of the CONSULTANT to furnish, deliver or maintain such insurance and certificates as above provided, this Agreement, at the election of the CITY, may be forthwith declared suspended, or terminated. Failure of the CONSULTANT to obtain and/or maintain any required insurance shall not relieve the CONSULTANT from any liability under this Agreement, nor shall the insurance requirements be construed to conflict with or otherwise limit the obligations of the CONSULTANT concerning indemnification. The CITY, it agents, officers, employees, and volunteers shall be named as an additional insured on all insurance policies required herein, except Workers' Compensation.

The Workers' Compensation insurer shall agree to waive all rights of subrogation against the CITY, its agents, officers, employees, and volunteers for losses arising from work performed by CONSULTANT for the CITY.

The CONSULTANT's insurance policy(ies) shall include a provision that the coverage is primary as respects the CITY; shall include no special limitations to coverage provided to additional insured; and, shall be placed with insurer(s) with acceptable Best's rating of A:VII or with approval of the Risk Manager.

For any claims related to this project, the CONSULTANT’s insurance coverage shall be primary insurance as respects the Entity, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the Entity, its officers, officials, employees, or volunteers shall be excess of the CONSULTANT’s insurance and shall not contribute with it.

1.4 PRE-PROPOSAL CONFERENCE:

A non-mandatory pre-proposal conference is scheduled for Tuesday, March 15, 2022, beginning at 2:00 P.M. (PT), via Microsoft Teams. Please utilize the following information to join.

Microsoft Teams meeting
Join on your computer or mobile app
Click here to join the meeting
Or call in (audio only)
+1 323-484-8144,919914725# United States, Los Angeles
Phone Conference ID: 919 914 725#
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Persons attending the pre-proposal conference assume all risks of damage or loss to person and property and specifically release the City of Modesto from liability therefore. #2..
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22 GENERAL REQUIREMENTS

2.0 PROPOSAL SUBMITTAL:

Proposer should submit two (2) “inked” (preferably blue ink) signed original proposal documents, plus two (2) signed original proposal document and One (1) electronic copy submitted via USB. The original proposal document shall be clearly marked. Photocopies do not constitute an original proposal document.

FAILURE TO FURNISH AT LEAST ONE “INKED” SIGNED ORIGINAL PROPOSAL DOCUMENT MAY RESULT IN DISQUALIFICATION.

It is the responsibility of the proposers to identify information in their proposal responses that they consider confidential under the California Public Records Act. To the extent that the City agrees with that designation, such information will be held in confidence whenever possible. All other information will be considered public.

All costs associated with the preparation of this proposal shall be borne by the proposer.

All exceptions taken to these specifications shall be specifically and clearly identified on the Exceptions, Clarifications, and Amendments Form. Failure to comply with this provision is grounds for proposal rejection.

Exceptions taken shall not affect the overall performance and quality of the services required by the City. The Purchasing Manager or her designated agent shall make the final decision regarding the acceptability of the services with exceptions.

Proposal shall be made in the format specified below. All requested exhibits shall be submitted with the completed Proposal and in the designated format. No oral, telegraph, telephone, facsimile or electronic proposals will be accepted. Failure to comply with all requirements may result in proposal rejection.

2.1 PROPOSAL PREPARATION:

Proposal shall be submitted in a three-ring binder with section tabs (A through Z as needed) with responses in the order described below. In those instances where specific questions are asked, each question shall be repeated in the proposal with the response following the question.

Extraneous or marketing information shall not be included.

If a service requirement cannot be met, Proposer shall indicate “No Proposal” in the relevant section of the proposal. In this case, proposer may offer an alternative equivalent service.

2.1.1 ACCEPTANCE/REJECTION OF IRREGULAR PROPOSALS:

A contract shall be awarded to the proposer whose proposal most closely satisfies the needs of the City and is deemed the most advantageous to the City. The City reserves the right to reject any or all proposals or to waive any informalities or minor irregularities in a proposal.

2.1.2 COMPLETE PROPOSAL SUBMITTAL:

The following documents constitute the makeup of a complete proposal submittal:
• Proposal Acknowledgement (Signature Form)
• Pricing Schedule (Signature Form)
#2..
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23 • Exceptions, Clarifications, Amendments
• References
• Financial Interest Disclosure (Signature Form)
• Addenda Acknowledgment Form (If Applicable)
• Company History Statement
• Minimum Qualifications (Financials)
Failure to furnish any of these documents may result in disqualification.

2.1.3 PROPOSAL PREPARATION:

Proposals shall be prepared in the order listed in Section 2.1.2 Complete Proposal Submittal.

Proposals should be tabbed with dividers. Tabbed dividers shall be clearly marked indicating the appropriate document.

2.2 COMPLIANCE:

Proposers are required to sign the “Pricing Schedule, Financial Interest Disclosure and Proposal Acknowledgement Forms” of this proposal document, thereby acknowledging they are in full compliance with all requirements of RFP No. 2122-04, and any addendum to such proposal.

Failure to comply may result in disqualification.

The proposer guarantees that the offered equipment, material or services meet all safety requirements applicable in accordance with Cal-OSHA regulations and any other rule or regulation required by the City of Modesto.

2.3 NON-COMPLIANCE:

If you cannot comply with a specification requirement, note as an addendum on the Exceptions, Clarifications, Amendments Form specification paragraph, your exception, and your recommendation. The Purchasing Manager will evaluate your recommendation. If after evaluation it is determined that the proposer is not in compliance with the specification, the proposal may be rejected.

2.4 PRICING FORMAT:

All labor, materials, parts equipment, tools, licenses and insurance necessary to perform the services shall be included in the proposed pricing.

Unless otherwise stated, the proposer agrees that, in the event of a price decline, the benefit of such lower pricing shall be extended to the City.

2.5 PRICING SCHEDULE:

Proposers shall use the Pricing Schedule Form to present their proposed pricing. No other form or format shall be accepted.

2.6 AWARD OF PROPOSAL:

Proposals shall be evaluated by a committee and will be ranked in accordance with the RFP section entitled “Evaluation Criteria.”
The committee shall recommend award to the proposer who, in its opinion, has submitted a proposal that best serves the overall interests of the City, and attains the highest overall point score.

Award may not necessarily be made to the proposer with the lowest price. #2..
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24 The City reserves the right to decline to award a contract if it is determined that the proposed pricing is not competitively priced based on similar contracts with public agencies within the State of California.

The City reserves the right to select that proposal, which best suits the City’s needs. Regardless of City staff’s recommendation, the City Council reserves the right to award a contract to the proposer that best suits the City’s needs as determined by the City Council whether or not said award is consistent with City staff’s recommendation for award.

Contracts may be awarded to more than one company in order to provide for backup, or in case the “primary” PROVIDER is unable to meet the City’s needs. The secondary company could be awarded a specific job only if the primary PROVIDER is unable to perform the service, or if the primary PROVIDER is unable to complete the specific job within the time frame required by the City, and finally, if the primary PROVIDER is unable to maintain acceptable quality standards required by the City.

2.7 EVALUATION PROCESS:

Proposals shall be evaluated using a three (3) step process:

Level 1 – Minimum Qualifications Review: The City shall perform an initial responsiveness review to determine compliance and shall notify disqualified Proposers. Proposers that do not meet the “Minimum Qualifications” requirements shall be deemed non-responsive and/or/nonresponsible to this RFP and will receive no further consideration.

Level 2 – Proposal Content and Cost Ratings: Proposals that meet Level 1 Minimum Qualifications Review shall be evaluated based on the evaluation criteria “Proposal Evaluation Criteria”. Proposer submittals shall be evaluated and scored. Proposer cost information shall be evaluated as part of Level 2 evaluation process.

Level 3 – Short List (Oral Presentations): At the sole discretion of the Evaluation Committee, a “short list” of proposers may be developed of the highest rated written submissions, based on Level 1 and Level 2 rankings. If the Evaluation Committee chooses, these proposers would be invited to give presentations. Final scoring of “short list” proposals shall be completed upon the conclusion of presentations.

2.8 TERM OF CONTRACT:

The term of the contract shall be continuous until completed. Completion of project will determine term of contract.

2.9 QUANTITIES:

The successful proposer shall be required to provide whatever quantities may be required during the contract term. No minimum or maximum is guaranteed or implied.

2.10 FUNDING:

All annual extensions are based upon continuous funding for that purpose by the City Council.

Failure to fund any annual extension shall result in an immediate termination of the agreement without redress.

2.11 INSPECTION AND ACCEPTANCE:

Whenever the product or service provided by the supplier has been delivered to the delivery point, the designated agent shall make the final inspection and acceptance. #2..
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25 If upon initial inspection the product or service is found to be defective in its construction or deficient in any of the requirements of this specification, the supplier shall remedy or remove said product in an acceptable manner at the supplier's expense. No compensation shall be allowed for such correction of product, labor, or transportation of product.

2.12 CITY BUSINESS LICENSE:

Prior to beginning any service, that shall be furnished under this specification and proposal, the Proposer shall secure the appropriate Business license from the City of Modesto. Business license information may be obtained by calling (209) 577-5389.

2.13 TERMINATION OF SERVICES:

Refer to the “Sample Agreement” for termination of services

2.14 ELECTRONIC PAYMENT:

Electronic Payment Method:

The City of Modesto provides an Epay Program which involves payment of invoices by a secure Visa account number assigned to the supplier after award of bid or contract. Notification of payments and required invoice information is issued to the supplier’s designated Accounts Receivable contact by email remittance advice at time of payment.

During the evaluation process preference may be shown to proposers that agree to accept Epay for payment of invoices. Please indicate on the Pricing Schedule whether or not your company will accept the City’s Epay Program.

Invoice to: City of Modesto
Attn: Accounts Payable
P.O. Box 642
Modesto, CA 95353
Email to: [email protected]

2.15 OTHER GOVERNMENT/PUBLICLY FUNDED AGENCIES:

If mutually agreeable to all parties, the issuance of any resultant contract/purchase order referencing these specifications and modified by mutual agreement between all parties may be extended to other government or publicly funded agencies. It shall be understood that all terms and conditions as specified herein shall apply.

2.16 NON-DISCRIMINATION:

A. During the performance of this contract, Contractor and its subcontractors shall not unlawfully discriminate against any employee or applicant for employment because of race, color, ancestry, religion, sex, national origin, marital status, age, medical condition (cancer related), physical handicap (including AIDS), or sexual orientation. Equal employment opportunity extends, but is not limited to recruitment, compensation, benefits, layoff, termination, and all other conditions of employment. Contractor and subcontractors shall ensure that the evaluation and treatment of their employees and applicants for employment are free of such discrimination. Contractor and subcontractors shall comply with the provisions of the Fair Employment and Housing Act (Government Code, Section 12900 et seq.) and the applicable regulations promulgated thereunder (California Administrative Code, Title 2, Section 7285.0 et seq.). The applicable regulations of the Fair Employment and Housing Commission implementing Government #2..
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26 Code, Section 12900, set forth in Chapter 5 of Division 4 of Title 2 of the California Administrative Code are incorporated into this contract by reference and made a part hereof as if set forth in full.

B. Contractor and its subcontractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement.

C. Contractor shall include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform work under the contract.

D. Contractor shall permit access by representatives of the Department of Fair Employment and Housing and the City upon reasonable notice at any time during the normal business hours, but in no case less than twenty-four (24) hours notice, to such of its books, records, accounts, other sources of information and its facilities as said Department or City shall require to ascertain compliance with this clause.

2.17 NON-DISCRIMINATION OF THE HANDICAPPED:

CERTIFICATION OF PROPOSER REGARDING NON-DISCRIMINATION OF THE

HANDICAPPED
By executing this agreement, the proposer hereby certifies that he/she is in compliance with the Americans with Disabilities Act of 1990, the applicable administrative requirements promulgated in response thereto, and any other applicable Federal laws and regulations relating to handicap
discrimination and participation and will continue to do so for at least the duration of the agreement and any extensions thereof.

2.18 DRUG FREE WORKPLACE:

Proposer/Contractor certifies that he/she is in compliance with Sections 8350 - 8355 of Chapter

5.5 of the Government Code, Drug Free Workplace Act. Every person or organization awarded a contract/purchase order or grant for the procurement of any property or service from any state agency (city) shall certify to the contracting or granting agency that it will provide a drug free workplace.

2.19 HOLD HARMLESS AGREEMENT:

The CONTRACTOR shall hold the CITY, its agents, officers, employees, and volunteers, harmless from and save, defend and indemnify them against any and all claims, losses, liabilities and damages from every cause, including but not limited to injury to person or property or wrongful death, with the indemnity to include reasonable attorney's fees, and all costs and expenses, arising directly or indirectly out of any act or omission of CONTRACTOR, whether or not the act or omission arises from the sole negligence or other liability of CITY, or its agents, officers, employees, or volunteers relating to or during the performance of its obligations under the Agreement.

2.20 ASSIGNMENT OF RIGHTS:

CONTRACTOR offers and agrees, and will require all subcontractors and suppliers to agree, to assign to the CITY all rights, title, and interest in and to all causes of action it and they may have under Section 4 of the Clayton Act (15 United States code, Section 15) or under the Cartwright Act (Business and Professions Code, Section 16700 et seq.), arising from the purchase of goods, #2..
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27 services, or materials pursuant to this contract or any subcontract. The assignment made by CONTRACTOR and all assignments made by subcontractors and suppliers shall be made and become effective at the time the CITY tenders final payment to CONTRACTOR, without further acknowledgment by the parties (Government Code, Sections 4550-4554).

2.21 CITY PROCESS/PROCEDURE APPROVALS:

CITY approval of any process or procedure shall not relieve the proposer of his/her responsibility to furnish the required items and service meeting all specifications contained herein.

2.22 PROPOSAL/SELLER REPRESENTATION:

The proposer/seller represents that:

A. He/She has had an opportunity to examine and has examined any and all of the documents, including specifications, any resultant purchase order and supporting data, and that he/she has, from the information contained in such documents, specifications, and data, fully acquainted him/her with all conditions relevant to the work.

B. He/She has made all reasonable investigations essential to a full understanding of the difficulties, which may be encountered in performing the work.

C. He/She will complete the work for the compensation stated above.

D. He/She assumes full and complete responsibility for all conditions relevant to the work and all risks in connection therewith.

E. In addition, thereto, the proposer/seller represents that he/she is fully qualified to do the work in accordance with the terms of any Purchase Order issued within the time specified in it.

F. Anything mentioned in the specifications and not in the Purchase Order or mentioned in the Purchase Order and not mentioned in the specifications, shall be of like effect as if shown or mentioned in both. In case of difference between the specifications and the Purchase Order, the Purchase Order shall govern.

2.23 FAILURE TO PERFORM SATISFACTORY:

It is agreed and understood that if the CONTRACTOR fails to perform the work as specified herein, CITY's representative may (1) consent to accept such unsatisfactory service with an appropriate adjustment in contract price, based on established cost factors, (2) have such required work done by CITY forces or otherwise, and charge the cost thereof to the CONTRACTOR, or (3) recommend termination of contract between said CONTRACTOR and the City of Modesto.

Those discrepancies and deficiencies in the work that remains uncorrected after the date set for correction may be the necessary justification for a billing adjustment in the month following the occurrence. Unless otherwise negotiated, billing adjustments for this incomplete or uncorrected work shall be permanent retention of 100% of the estimated monthly cost for the work not corrected or completed.

2.24 CONTRACTOR'S RESPONSIBILITY FOR DAMAGES:

If CONTRACTOR damages any property belonging to the CITY, the CITY may either retain from the money due to CONTRACTOR an amount sufficient to repair the damage or require #2..
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28 CONTRACTOR to repair the damage to the satisfaction of the CITY at CONTRACTOR's expense.

2.25 LABOR FORCE AND SUPERVISION:

CONTRACTOR shall provide sufficient labor at all times to carry out the project properly and shall ensure that fully experienced competent licensed workers who are skilled in the type of work required are employed. CONTRACTOR shall ensure that supervision is provided at all times while any work under this contract is being performed. If, in the judgment of the CITY, any person is incompetent or disorderly, CONTRACTOR shall promptly remove such person from the work for the duration of the contract.

2.26 PROTEST AND APPEAL PROCEDURES:

Potential offerors, bidders, contractors, and subcontractors wishing to protest or appeal a procurement or contracting decision by the City of Modesto must follow the procedures provided by the section. Protests or appeals which are not submitted in accordance with these procedures will not be reviewed.

DEFINITIONS
For the purposes of this procedure: "Days" means working days in which City Hall is open for business, excluding holidays and weekends.
"Filing Date" or "Submission Date" means the date of receipt by the City Clerk’s office of the City of Modesto.
"Interested Party" means an actual or prospective bidder or offeror, or any contractor or subcontractor identified by name in any bid or proposal. "Bid" includes the term "offer" or "proposal" as used in the context of formal, informal, or negotiated procurements.
"Announced Decision" includes the term “Notice of Intent to Award Letter”. Once the City has issued an Announced Decision, the date noted will begin the time that an Interested Party may lodge a protest. Procurements valued at $50,000 or less normally will not have an Announced Decision.

A. PROTEST PROCEDURES

1. Any interested party may lodge a written protest to an Announced Decision with the City of Modesto's Purchasing Manager no later than ten (10) days after the Announced Decision.

2. The protest shall be delivered or sent by registered mail and postmarked by the deadline, or protest will be automatically rejected. Protestors who choose to be represented by legal counsel are responsible for the associated expenses.

3. The protest shall be accompanied by a certified or cashier's check in the amount of $300.00, (EXCEPT FOR PROTESTS OF FEDERALLY FUNDED
PROJECTS) or in such other sum as the City may establish, made payable to the Clerk of the City of Modesto. Protests filed without the requisite fee will be rejected without any additional review.

4. The protest filed with the Purchasing Manager shall:
#2..
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29 a. Include the name, address, and business telephone number of the protestor.
b. Identify the project under protest by name, Request for Bid (RFB)/Request for Proposal (RFP) number, and bid/RFP date; c. Contain a concise statement of the grounds for protest; d. Include all supporting documentation, if any. Documentation submitted after filing deadline will not be reviewed.

All protests shall either be delivered to:

City Clerk’s Office
Attn: Purchasing Manager
1010 Tenth St. Suite 6600
Modesto CA 95354
Or mailed to:

City Clerk’s Office
Attn: Purchasing Manager
PO Box 642
Modesto CA 95353
B. PROTEST REVIEW (ANNOUNCED DECISION)

1. Protest to Purchasing Manager
Upon receipt of a complete and timely protest, the Purchasing Manager shall review all the submitted materials and shall create and retain a written record of the review. The Purchasing Manager shall respond at least generally to each material issue raised in the protest not later than ten (10) days after receipt of the protest. Notice of the Purchasing Manager's decision may be given by letter mailed through U.S. Postal Service.

2. Appeal to Deputy City Manager
The Purchasing Manager's decision may be appealed in writing to the City of Modesto's Deputy City Manager(s) no later than ten (10) days after the date of the Purchasing Manager’s Decision. The scope of the appeal shall be limited by the issues raised in the initial protest to the Purchasing Manager. The Deputy City Manager shall not be permitted to review any newly raised issues. The Deputy City Manager shall review the appeal, accompanying supporting documents, if any, and the written record of the protest review by the Purchasing Manager.

A written record of the Deputy City Manager's review shall be created and maintained. The Deputy City Manager shall give notice of his or her decision to the protestor within ten (10) days after receipt of appeal.

All protest appeals shall either be delivered to:

City Clerk’s Office
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30 Attn: Deputy City Manager
1010 Tenth St. Suite 6600
Modesto CA 95354
Or mailed to:

City Clerk’s Office
Attn: Deputy City Manager
PO Box 642
Modesto CA 95353

3. Appeal to City Council
Any protestor seeking to appeal to the decision of the Deputy City Manager may appeal in writing to the City Council by filing with the City Clerk a written notice of such appeal not later than fifteen (15) business days after the date of the Deputy City Manager's decision. The City Clerk will calendar the protest for Council hearing and give notice of the time and place of the hearing as provided in Modesto Municipal Code Sections 1-4.01 through 1-

4.05. The City Council is the highest authority of the City of Modesto. It is possible that the City Council may reverse the decision of any City staff member at the hearing, or provide other direction to staff. In such cases, staff cannot reverse a City Council decision.

All protests shall either be delivered to:

City Clerk’s Office
Attn: City Council
1010 Tenth St. Suite 6600
Modesto CA 95354
Or mailed to:

City Clerk’s Office
Attn: City Council
PO Box 642
Modesto CA 95353
C. PROTESTS OF PROCUREMENTS EXCEEDING $250,000.00
Interested parties protesting procurements exceeding $250,000.00 shall comply with the procedures contained herein, except that in lieu of appeal to the Deputy City Manager, a protestor may request that the protest be heard and decided at an administrative hearing.

A written request for administrative hearing shall be accompanied by a certified or cashier's check in the amount of $1,500.00, (EXCEPT FOR PROTESTS OF #2..
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31 FEDERALLY FUNDED PROJECTS; Refer to Purchasing Procedures Manual for the Transit Division and Federal Transit Administration Funded Purchases, Chapter 14) payable to the City of Modesto, and shall be received by the Purchasing Manager not later than fifteen (15) days after dispatch of the Purchasing Manager's decision. The request for hearing shall include the specific grounds of the appeal.

The City of Modesto shall select and engage an impartial and qualified person to act as hearing officer in the pending protest. The protestor shall have the right to twice reject the selected hearing officer, provided that the City is notified of such rejection within three (3) days of notice to protestor of the name of the hearing officer.

The protest shall be heard not later than twenty (20) days after receipt of protestor's request for hearing and the selection of a hearing officer. Protests not heard in a timely manner shall be deemed withdrawn, unless the City and the protestor mutually agree otherwise in writing. The protestor’s failure to accept a hearing officer after the third attempt by City staff to identify an impartial hearing officer shall be deemed a withdrawal of the protest.

The costs of the hearing officer and expenses of the protest shall be borne by the protestor. The sums deposited with the request for hearing shall be credited to the costs of the hearing officer and other hearing expenses.

The decision of the hearing officer shall be deemed as the final decision of the City, and no other appeal to City Staff or body shall be permitted.

D. PROCUREMENTS OBTAINED WITH FEDERAL FUNDS

1. If the protested procurement involves federal funds, e.g., from the Federal Transit Administration (FTA) of the United States, the Deputy City Manager, City Council, or hearing officer shall give notice, accompanying their respective decisions, to the protestor that he or she has the right to appeal to the appropriate federal agency, for which an agency name, contact (where available) and address shall be provided by City staff. Such an appeal shall be filed with the appropriate agency within seven (7) business days of the dispatch or rejection notices to the protestor. Federal agencies may entertain protests alleging that the City has failed to adopt written protest procedures or has failed to follow such procedures. Appeals to the Federal Transit Administration (FTA) shall comply with FTA Circular 4220.1E and the amendments and supplements thereto.

Additional information regarding protesting procurements obtained with Federal Funds can be found in the Purchasing Procedures Manual for the Transit Division and Federal Transit Administration Funded Purchases, Chapter 14.

2. The City Council is the highest authority of the City of Modesto. It is possible that the City Council may reverse the decision of any City staff member at the hearing before Council on the procurement at hand. In such cases, no internal appeal is possible since staff may in no case reverse a City Council decision. In such an event, a disappointed transit bidder or a contract involving expenditures of Federal funds shall have the right to appeal the City Council decision directly to the Federal Transit Administration. #2..
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32 SAMPLE

STANDARD AGREEMENT

FOR CONSULTANT SERVICES
THIS AGREEMENT, made and entered into in the City of Modesto, State of California, this day of , 2022, (“Effective Date”), by and between the CITY OF MODESTO, a municipal corporation of the State of California, hereinafter referred to as "City", and ___________________________, a California corporation, hereinafter referred to as "Consultant."
This Agreement is made with regard to the following recitals:

A. The City has determined that a Southwest Modesto Plan should be prepared to assist the City in providing a comprehensive analysis for developing additional housing units.

B. Consultant represents that it is qualified, willing and able to provide the services.

NOW, THEREFORE, in consideration of this agreement, and the mutual promises, covenants, and stipulations hereinafter contained, the parties agree as follows:

1. SCOPE OF SERVICES.

Consultant shall undertake and complete the preparation of the scope of work as set forth and described in the documents attached hereto and referred to as Attachment “1” or "project". The Consultant shall perform the services as described in Attachment “1” in a manner compatible with the standards of its profession and shall produce a fully complete project that is acceptable to City.

2. TERM OF AGREEMENT.
. This Agreement is effective as of the date first written above and will continue in effect until City’s acceptance of and payment for all services authorized by City and #2..
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33 performed by Consultant, unless terminated earlier in accordance with the provisions of the termination clauses in this Agreement.

Price increases for subsequent agreement years three, four and five shall not exceed the Consumer Price Index (CPI) for West Urban Area in any one contract year and shall be negotiated through the Purchasing Division. Requests for price increases shall be submitted by Contractor(s) in writing, at least sixty (60) days prior to the annual anniversary date of the contract to be effective for the subsequent year.

3. COMPENSATION.

Consultant agrees to accept a sum not to exceed $________ AND XX/100 DOLLARS ($XXX,XXX.XX) as full remuneration for performing all services and furnishing all staffing and materials called for in “Attachment 1” and for performance by Consultant of all of its duties and obligations under this Agreement.

The Compensation shall be paid pursuant in the manner and at the times set forth below:

All work to be performed under this Agreement shall be billed at the rates set forth in “Attachment 1” attached hereto, Consultant shall submit monthly invoices to City which include detailed tasks, hours worked, and billable rates for all work completed, and detailed receipts for any out-of-pocket, reimbursable costs paid by Consultant in connection with work performed on this project.

4. OBLIGATIONS OF CONSULTANT.

Throughout the term of this Agreement, Consultant shall possess, or secure all licenses, permits, qualifications and approvals legally required to conduct business.

Consultant warrants that it has all of the necessary professional capabilities and experience, as well as all tools, instrumentalities, facilities and other resources necessary to provide the City with the services contemplated by this Agreement. Consultant further warrants that it will follow the best current, generally accepted, and professional practices to make findings, render opinions, #2..
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34 prepare factual presentations, and provide professional advice and recommendations regarding this project.

5. PERFORMANCE BY KEY EMPLOYEE.

Consultant has represented to City that NAME, TITLE, will be the person primarily responsible for the performance of the services referred to in this Agreement.

City has entered into this Agreement in reliance on that representation by Consultant. Consultant therefore agrees that ___ percent (__%) or more of the time to be devoted to the project that is the subject of this Agreement will be that of the above-named person.

6. OWNERSHIP OF DOCUMENTS/TITLE TO DATA.

Ownership of Documents
All reports, drawings, designs, graphics, working papers and other incidental work or materials furnished hereunder shall become and remain the property of the City, and may be used by City as it may require without any additional cost to City. No reports shall be used by the Consultant for purposes other than this contract without the express prior written consent of City.

Title to Data
If, as a part of the agreement, Consultant is required to produce data such as, but not limited to, drawings, plans, specifications, calculations, models, flow diagrams, visual aids and other related materials, the originals of all such data generated under this agreement will be delivered to City upon the completion or termination of services under the contract.

All materials, documents, data or information obtained from the City data files or any City medium furnished to Consultant in the performance of this Agreement will at all times remain the property of the City. Such data or information may not be used or copied for direct or indirect use by Consultant after termination of this Agreement without written consent of the City.

7. NEWS AND INFORMATION RELEASE.
#2..
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35 Consultant agrees that it will not issue any news releases in connection with either the award of this Agreement, or any subsequent amendment of or efforts under this Agreement, without first obtaining review and approval of said news releases from City through the City Manager.

8. INTEREST OF CONTRACTOR.

Consultant warrants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of services required to be performed under this Agreement. Consultant warrants that, in performance of this Agreement, Consultant shall not employ any person having any such interest. Consultant agrees to file a Statement of Economic Interests with the City Clerk at the start and end of this contract if so required at the option of City.

9. AMENDMENTS.

Both parties to this Agreement understand that it may become desirable or necessary during the execution of this Agreement, for City or Consultant to modify the scope of services provided for under this Agreement. Any material extension or change in the scope of work shall be discussed with City and the change and cost shall be memorialized in a written amendment to the original contract prior to the performance of the additional work.

Until a change order is so executed, City will not be responsible to pay any charges Consultant may incur in performing such additional services, and Consultant shall not be required to perform any such additional services.

10. INDEPENDENT CONTRACTOR.

Consultant has no authority or responsibility to exercise any rights or power vested in the City. #2..
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36 No agent, officer, or employee of the City is to be considered an employee of Consultant. It is understood by both Consultant and City that this Agreement shall not under any circumstances be construed or considered to create an employer-employee relationship or a joint venture.

Consultant, its agents, officers and employees are and, at all times during the terms of this Agreement, shall represent and conduct themselves as independent contractors and not as employees of City.

Consultant is permitted to provide services to others during the same period service is provided to City under this Agreement. If necessary, Consultant has the responsibility for employing other persons or firms to assist Consultant in fulfilling the terms and obligations under this Agreement.

If in the performance of this Agreement any third persons are employed by Consultant, such persons shall be entirely and exclusively under the direction, supervision, and control of Consultant. All terms of employment including hours, wages, working conditions, discipline, hiring, and discharging or any other term of employment or requirement of law shall be determined by the Consultant.

It is understood and agreed that as an independent contractor and not an employee of City neither the Consultant or Consultant's assigned personnel shall have any entitlement as a City employee, right to act on behalf of the City in any capacity whatsoever as an agent, or to bind the City to any obligation whatsoever. #2..
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37 It is further understood and agreed that Consultant must issue W-2 forms or other forms as required by law for income and employment tax purposes for all of Consultant's personnel.

As an independent contractor, Consultant hereby indemnifies and holds City harmless from any and all claims that may be made against City based upon any contention by any third party that an employer-employee relationship exists by reason of this Agreement.

11. ASSIGNMENT.

Neither this Agreement nor any portion thereof shall be subcontracted or assigned without the express prior written consent of the City in each and every instance.

12. PATENT/COPYRIGHT MATERIALS.

Unless otherwise expressly provided in the contract, Consultant shall be solely responsible for obtaining the right to use any patented or copyrighted materials in the performance of this Agreement. Consultant shall furnish a warranty of such right to use to City at the request of City.

13. NOTICES.

Any and all notices permitted or required to be given hereunder shall be deemed duly given and effective (a) upon actual delivery, if delivery is by hand; or (b) five (5) days after delivery into the United States mail if delivery is by postage paid registered or certified (return receipt requested) mail. Each such notice shall be sent to the parties at the address respectively indicated below or to any other address as the respective parties may designate from time to time.

FOR Consultant:

Name:

Address:

Attention:

Phone: ( )
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38 FOR CITY:

Name:

Address:

Attention:

Phone: ( )

14. INSURANCE REQUIREMENTS.

The Consultant shall provide at its own expense and maintain at all times the following insurance with insurance companies licensed in the State of California and shall provide evidence of such insurance to the City as may be required by the Risk Manager of the City. The policies or certificates thereof shall provide that, thirty (30) days prior to cancellation or material change in the policy, notices of same shall be given to the Risk Manager of the City by certified mail, return receipt requested, for all of the following stated insurance policies. (a) Worker's Compensation - in compliance with the statutes of the State of California, plus employer's liability with a minimum limit of liability of $1,000,000. (b) General Liability insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and $1,000,000 for property damage or $1,000,000 combined single limit. If commercial general liability insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required per-occurrence limit.

If at any time any of said policies shall be unsatisfactory to the City, as to form or substance, or if a company issuing such policy shall be unsatisfactory to the City, the Consultant shall promptly obtain a new policy, submit the same to the Risk Manager for approval and submit a certificate thereof as hereinabove provided. Upon failure of the Consultant to furnish, deliver or maintain such insurance and certificates as above provided, this Agreement, at the election of the City, may be forthwith declared suspended or terminated.

Failure of the Consultant to obtain and/or maintain any required insurance shall not relieve the Consultant from any liability under this Agreement, nor shall the insurance requirements be construed to conflict with or otherwise limit the obligations of the Consultant concerning indemnification. The City, its agents, officers, employees, and volunteers shall be named as an additional insured on all insurance policies required herein, except Workers' Compensation and Professional Liability. CONSULTANT shall provide CITY with separate endorsements evidencing proof of the CITY’s additional insured status as to both the general liability and automobile liability insurance policies. The Workers' Compensation insurer shall agree to waive all rights of subrogation against the City, its agents, officers, employees, and volunteers for losses arising from work performed by Consultant for the City. In addition, CONSULTANT shall provide CITY with a Workers Compensation subrogation waiver by way of a separate endorsement. The Consultant's insurance policy(ies) shall include a provision that the coverage is primary as respects the City; shall include no special limitations to coverage provided to additional insured; and, shall be placed with insurer(s) with acceptable Best's rating of A:VII or #2..
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40 with approval of the Risk Manager. The Consultant must deliver certificates evidencing existence of the insurance listed above to the City prior to the time the contract is signed.

All endorsements referenced above must include the applicable policy number.

15. TERMINATION OF AGREEMENT.

Termination by City for Default of Consultant
Should Consultant default in the performance of this Agreement or materially breach any of its provisions, at its option, City may terminate this Agreement by giving written notification to Consultant. The termination date shall be the effective date of the notice. For the purposes of this section, material breach of this Agreement shall include, but not be limited to, any of the following: failure to perform required services or duties, willful destruction of City's property by Consultant, dishonesty or theft.

Termination by City for Convenience
The City may also terminate the Consultant's performance under the Agreement, either in whole or in part, at its own discretion, or when conditions encountered during the Work make it impossible or impracticable to proceed, or when the City is prevented from proceeding with the Agreement by act of God, by law, or by official action of a public authority, or upon a determination by the City that such termination is in the best interest and convenience of the City, or whenever the City is prohibited from completing the Work for any reason. The City shall provide no less than ten (10) calendar days written notice of its intent to terminate the Agreement for convenience, and shall endeavor to provide the Consultant with consultation with the City prior to termination.

Termination by City for Lack of Budgeted Funds
The City may terminate this Agreement effective July 1 of any given year upon the City's determination to not appropriate sufficient funds for this Agreement for the ensuing #2..
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41 fiscal year. In such event City shall give Consultant not less than 30 days written notice of termination.

Termination by City for Change of Consultant's Tax Status If City determines that Consultant does not meet the requirements of federal and state tax laws for independent contractor status, City may terminate this Agreement by giving written notice to Consultant. The termination date shall be the effective date of the notice.

Post-Termination Procedures
If this Agreement is terminated pursuant to this Section, Consultant shall:
a. Cease its work as directed in the notice of termination as of the termination date and see to it that its employees, subconsultants and agents are notified of such termination and act as specified in the notice of termination;
b. Terminate all orders and Subcontractors except as necessary to complete any portion of the Work that is not terminated; c. If directed in writing by the City to do so, assign all right, title and interest in subcontracts and materials in progress to City, in which case the City will have the right at its discretion to settle, or pay any or all claims arising out of the termination of such subconsultants, but in no event shall recovery by any Consultant or subconsultant include lost profits for portions of the Work not completed or undertaken, including materials not delivered; d. Deliver or otherwise make available to the City all data, drawings, specifications, reports, estimates, summaries and such other information and material as may have been accumulated by the Consultant in performing the Work whether completed or in process; e. Settle outstanding liabilities and claims, subject to the approval of #2..
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42 City;
f. Complete performance of such part of the Work as has not been terminated;
g. Take such other actions as may be necessary, or as may be directed by the City for the protection and preservation of the Work and/or property related to the Work;
h. If City so requests, and at City's cost, Consultant shall provide sufficient oral or written status reports to make City reasonably aware of the status of Consultant's work on the project. i. The Consultant understands and agrees that City may, in City's sole discretion, refuse to pay Consultant for that portion of Consultant's services which were performed by Consultant on the project prior to the termination date and which remain
unacceptable and/or not useful to City as of the termination date.

City will pay Consultant an amount based on the percentage of satisfactory work completed in accordance with the notice of termination. If the Agreement is terminated pursuant to the subparagraph entitled Termination by City for Default of Consultant, Consultant understands and agrees that City may, in City's sole discretion, refuse to pay Consultant for that portion of Consultant's services which were performed by Consultant on the project prior to the termination date and which remain unacceptable and/or not useful to City as of the termination date. The final payment to the Consultant after termination for convenience shall be limited to amounts due and owing under the Agreement at time of termination, including the following:
a. The cost of settling and paying valid claims arising out of the termination of the Work such as subconsultant agreements or contracts for materials;
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43 b. The Agreement price allocable to the portion of the Work properly performed or goods supplied to the work site by the Consultant as of the date of termination, as determined in accordance with the notice of termination, reduced by any sums previously paid to the Consultant.

16. CERTIFIED PAYROLL REQUIREMENT.

For consultants performing field work on public works contracts on which prevailing wages are required: The Consultant shall comply with the provisions of Section 1776 of the California Labor Code, regarding payroll records, and shall require its subconsultants and subcontractors to comply with that section as may be required by law.

17. INDEMNITY.

The Consultant shall hold the City, its agents, officers, employees, and volunteers, harmless from and save, defend and indemnify them against any and all claims, losses, liabilities, judgments or damages from every cause, including but not limited to injury to person or property or wrongful death, including reasonable costs and expenses of defense of any judicial or administrative action, arising directly or indirectly out of any act or omission of Consultant whether or not the act or omission arises from the sole negligence or other liability of City, or its agents, officers, and employees or volunteers relating to or during the performance of its obligations under this agreement.

Consultant's obligation to defend, indemnify, and hold the City, its agents, officers, and employees harmless under the provisions of this paragraph is not limited to or restricted by any requirement in this Agreement for Consultant to procure and maintain a policy of insurance.

18. ENTIRE AGREEMENT.

This Agreement and its exhibits contain the entire understanding between Consultant and City. Additional or new terms contained in this Agreement which vary from #2..
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44 Consultant's proposal are controlling and are deemed accepted by Consultant by shipment of any article or other commencement of performance hereunder. All previous proposals, offers and communications relative to this Agreement, whether oral or written, are hereby superseded except to the extent that they have been incorporated into this Agreement. No future waiver of or exception to any of the terms, conditions, and provisions of this Agreement shall be considered valid unless specifically agreed to in writing by all the parties.

19. PARTIAL INVALIDITY.

If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions shall nevertheless continue in full force without being impaired or invalidated in any way.

20. WAIVER.

The waiver by any party to this Agreement of a breach of any provision hereof shall be in writing and shall not operate or be construed as a waiver of any other or subsequent breach hereof unless specifically stated in writing.

21. AUDIT.

The City's duly authorized representative shall have access at all reasonable times to all reports, contract records, contract documents, contract files, and personnel necessary to audit and verify Consultant's charges to City under this Agreement.

Consultant agrees to retain reports, records, documents, and files related to charges under this Agreement for a period of four (4) years following the date of final payment for Consultant services. City's representative shall have the right to reproduce any of the aforesaid documents.

22. GOVERNING LAW.

This Agreement shall be governed according to the laws of the State of California.

23. HEADINGS NOT CONTROLLING.
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45 Headings used in the Agreement are for reference purposes only and shall not be considered in construing this Agreement.

24. COMPLIANCE WITH LAWS.

Consultant shall insure compliance with all safety and hourly requirements for employees, in accordance with federal, state, and county safety and health regulations and laws. Consultant shall fully comply with all applicable federal, state, and local laws, ordinances, regulations and permits.

25. CITY BUSINESS LICENSE.

Consultant shall have a City of Modesto business license. #2..
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46 WITNESS WHEREOF, the CITY OF MODESTO, a municipal corporation, has authorized the execution of this Agreement in duplicate by its City Manager and attested by its City Clerk under authority of Resolution No 2022-_______, adopted by the Council of the City of Modesto on the _____________ day of _____________________, 2022 and _____________________has caused this Agreement to be duly executed.

CITY OF MODESTO, CONSULTANT
A municipal corporation
By:__________________________ By:_________________________________ JOSEPH P. LOPEZ (Signature)
CITY Manager
By:_________________________________
(Name & Title)
ATTEST: Date:_______________________________
By:______________________

DANA SANCHEZ
Interim City Clerk

(SEAL)
APPROVED AS TO FORM:

By:_________________________________
JOSE M. SANCHEZ
City Attorney
By:_____________________________
CHRISTINA D. ALGER
Director of Human Resources (Risk)
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The PlaceWorks Team
Southwest Modesto Plan
COST PROPOSAL - Revised 11-09-2022
Brubaker Chang Knox Ashlock Sinsheimer So Deokule Pozos Reddy Tech
Editor EcoNW
PIC PM
Planning
Advisor
Design
Advisor
Housing
Advisor
Project
Designer Designer Planner Graphics
Hourly Rate: $230 $175 $250 $220 $185 $145 $125 $125 $125 $130 Task 1 Kick-off Meeting and Project Management
1 Kick-off Meeting 6 8 $56 $2,836 1,570 $157 $1,727 $4,563 2 Project Management 12 24 2 $149 $7,609 0 $0 $0 $7,609 Task 1. Subtotal 18 32 2 0 0 0 0 0 0 0 $205 $10,445 $1,570 $157 $1,727 $12,172 Task 2. Visioning and Public Outreach
1 Outreach Strategy 4 10 2 $63 $3,233 0 $0 $0 $3,233
2 Stakeholder Meetings - up to four 8 32 $149 $7,589 0 $0 $0 $7,589 3 Public Workshops - three total 28 76 48 52 28 12 $764 $38,964 0 $0 $0 $38,964 Task 2. Subtotal 40 118 2 0 0 48 52 28 12 0 $976 $49,786 $0 $0 $0 $49,786 Task 3. Review of Economic Opportunities
1 Admin Draft Review of Economic Opportunities 2 4 $23 $1,183 23,240 $2,324 $25,564 $26,747 2 Draft Review of Economic Opportunities 1 2 $12 $592 1,640 $164 $1,804 $2,396 Task 3. Subtotal 3 6 0 0 0 0 0 0 0 0 $35 $1,775 $24,880 $2,488 $27,368 $29,143 Task 4. Residential Development Concept
1 Review of Plan Area Characteristics 6 12 12 12 $134 $6,854 0 $0 $0 $6,854 4 Opportunity Site Development Concepts 24 36 2 20 90 26 $660 $33,680 3,950 $395 $4,345 $38,025 5 Identification of Barriers and Incentives 4 12 16 $120 $6,100 4,680 $468 $5,148 $11,248 6 Review of Existing Standards and Processes 4 16 8 $94 $4,814 0 $0 $0 $4,814 7 Barriers and Opportunities Memorandum 12 28 4 $163 $8,323 0 $0 $0 $8,323 Task 4. Subtotal 50 104 2 20 16 102 50 0 0 0 $1,171 $59,771 $8,630 $863 $9,493 $69,264 Task 5. Street Project Design
1 Focused Street Improvements 12 20 20 $183 $9,343 0 $0 $0 $9,343 Task 5. Subtotal 12 20 0 0 0 20 0 0 0 0 $183 $9,343 $0 $0 $0 $9,343 Task 6. Utility and Infrastructure Needs
1 Summary of Utility/Infrastructure Issues 6 8 16 $96 $4,876 0 $0 $0 $4,876 Task 6. Subtotal 6 8 0 0 0 0 16 0 0 0 $96 $4,876 $0 $0 $0 $4,876 Task 7. SW Modesto Plan
1 Administrative Draft SWMP 12 32 2 24 32 16 $367 $18,707 0 $0 $0 $18,707 2 Public Review Draft SWMP 4 8 8 2 $75 $3,805 0 $0 $0 $3,805 Task 7. Subtotal 16 40 2 0 0 32 0 32 18 0 $442 $22,512 $0 $0 $0 $22,512 Task 8. Public Meetings and Adoption
1 Public Hearings 8 6 $58 $2,948 0 $0 $0 $2,948
2 Final SWMP 2 4 4 4 $43 $2,203 0 $0 $0 $2,203
Task 8. Subtotal 10 6 0 0 0 0 4 0 4 0 $101 $5,151 $0 $0 $0 $5,151 Labor Hours Total 155 334 8 20 16 202 122 60 34 0
Labor Dollars Total $35,650 $58,450 $2,000 $4,400 $2,960 $29,290 $15,250 $7,500 $4,250 $0 $3,209 $163,659 $35,080 $38,588 $202,247 PlaceWorks Percent of Total Labor 16% 35% 1% 2% 2% 21% 13% 6% 4% 0%

EXPENSES
PlaceWorks Reimbursable Expenses $3,000
Subconsultants' Reimbursable Expenses $0
EXPENSES TOTAL $3,000

CONTINGENCY
Project Contingency $10,750
GRAND TOTAL $215,997

PLACEWORKS
Subconsultant
Total
Total Task
Budget
PlaceWorks
Total

SUBCONSULT
Service Area
PlaceWorks 2%
Office Expenses
10%
Subconsultant
Markup

PLACEWORKS
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SOUTHWEST MODESTO PLAN
General Boundary for the
Southwest Modesto Plan
CA-132 - Maze Boulevard

PARADISE ROAD
0 500 1,000 2,000 Feet O
Carpenter Road
Tuolumne River
CA- 99
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STANDARD AGREEMENT NO. 226862

FOR PLACEWORKS
THIS AGREEMENT, made and entered into in the City of Modesto, State of California, this day of , 2022, (“Effective Date”), by and between the CITY OF MODESTO, a municipal corporation of the State of California, hereinafter referred to as "City", and PlaceWorks, hereinafter referred to as "Consultant." This Agreement is made with regard to the following recitals:

A. The City has determined that a Southwest Modesto Plan should be prepared to assist the City in providing a comprehensive analysis for developing additional housing units and addressing barriers to economic development.

B. Consultant represents that it is qualified, willing and able to provide the services.

NOW, THEREFORE, in consideration of this agreement, and the mutual promises, covenants, and stipulations hereinafter contained, the parties agree as follows:

1. SCOPE OF SERVICES.

Consultant shall undertake and complete the preparation of the scope of work as set forth and described in the documents attached hereto and referred to as Exhibit “A” or "project". The Consultant shall perform the services as described in Attachment “1” in a manner compatible with the standards of its profession and shall produce a fully complete project that is acceptable to City.

2. TERM OF AGREEMENT.

This Agreement is effective as of the date first written above and will continue in effect until City’s acceptance of and payment for all services authorized by City and #2..
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performed by Consultant, unless terminated earlier in accordance with the provisions of the termination clauses in this Agreement.

3. COMPENSATION.

Consultant agrees to accept a sum not to exceed TWO HUNDRED SIXTEEN THOUSAND ($216,000) as full remuneration for performing all services and furnishing all staffing and materials called for in Exhibit “A” and for performance by Consultant of all of its duties and obligations under this Agreement.

The Compensation shall be paid pursuant in the manner and at the times set forth below:

All work to be performed under this Agreement shall be billed at the rates set forth in Attachment “1” attached hereto, Consultant shall submit monthly invoices to City which include detailed tasks, hours worked, and billable rates for all work completed, and detailed receipts for any out-of-pocket, reimbursable costs paid by Consultant in connection with work performed on this project. City shall pay Consultant within thirty (30) days after receipt by Client of a proper, fully documented, invoice.

4. OBLIGATIONS OF CONSULTANT.

Throughout the term of this Agreement, Consultant shall possess, or secure all licenses, permits, qualifications and approvals legally required to conduct business. Consultant #2..
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warrants that it has all of the necessary professional capabilities and experience, as well as all tools, instrumentalities, facilities and other resources necessary to provide the City with the services contemplated by this Agreement. Consultant further warrants that it will follow the best current, generally accepted, and professional practices to make findings, render opinions, prepare factual presentations, and provide professional advice and recommendations regarding this project.

5. PERFORMANCE BY KEY EMPLOYEE.

Consultant has represented to City that Bruce Brubaker, Principal, will be the person primarily responsible for the performance of the services referred to in this Agreement. City has entered into this Agreement in reliance on that representation by Consultant.

Consultant therefore agrees that the time to be devoted to the project that is the subject of this Agreement will be that of the above-named person.

6. OWNERSHIP OF DOCUMENTS/TITLE TO DATA.

Ownership of Documents
All reports, drawings, designs, graphics, working papers and other incidental work or materials furnished hereunder shall become and remain the property of the City once payment has been received by the Consultant, and may be used by City as it may require without any additional cost to City. No reports shall be used by the Consultant for purposes other than this contract without the express prior written consent of City. If City desires to reuse any documents or other deliverables, including electronic media, pertaining to the project prepared by Consultant, City may do so, but if such documents or other deliverables are reused by City for any purpose other than that for which such documents or deliverables were originally prepared, or if City causes such documents or deliverables to be altered without Consultant’s written consent, such reuse shall be at City’s risk.
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Title to Data
If, as a part of the agreement, Consultant is required to produce data such as, but not limited to, drawings, plans, specifications, calculations, models, flow diagrams, visual aids and other related materials, the originals of all such data generated under this agreement will be delivered to City upon the completion or termination of services under the contract.

7. NEWS AND INFORMATION RELEASE.

Consultant agrees that it will not issue any news releases in connection with either the award of this Agreement, or any subsequent amendment of or efforts under this Agreement, without first obtaining review and approval of said news releases from City through the City Manager.

8. INTEREST OF CONTRACTOR.

Consultant agrees to file a Statement of Economic Interests with the City Clerk at the start and end of this contract if so required at the option of City.

9. AMENDMENTS.
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Both parties to this Agreement understand that it may become desirable or necessary during the execution of this Agreement, for City or Consultant to modify the scope of services provided for under this Agreement. Any material extension or change in the scope of work shall be discussed with City and the change and cost shall be memorialized in a written amendment to the original contract prior to the performance of the additional work.

10. INDEPENDENT CONTRACTOR.

All acts of Consultant, its agents, officers, and employees and all others acting on behalf of Consultant relating to the performance of this Agreement, shall be performed as independent contractors and not as agents, officers, or employees of City. Consultant, by virtue of this Agreement, has no authority to bind or incur any obligation on behalf of City. Consultant has no authority or responsibility to exercise any rights or power vested in the City. No agent, officer, or employee of the City is to be considered an employee of Consultant. It is understood by both Consultant and City that this Agreement shall not under any circumstances be construed or considered to create an employer-employee relationship or a joint venture.

Consultant shall determine the method, details and means of performing the work and services to be provided by Consultant under this Agreement. Consultant shall be responsible to City only for the requirements and results specified in this Agreement, and, except #2..
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as expressly provided in this Agreement, shall not be subjected to City's control with respect to the physical action or activities of the Consultant in fulfillment of this Agreement. Consultant has control over the manner and means of performing the services under this Agreement. Consultant is permitted to provide services to others during the same period service is provided to City under this Agreement. If necessary, Consultant has the responsibility for employing other persons or firms to assist Consultant in fulfilling the terms and obligations under this Agreement.

It is further understood and agreed that Consultant must issue W-2 forms or other forms as required by law for income and employment tax purposes for all of Consultant's personnel.

11. ASSIGNMENT.
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Neither this Agreement nor any portion thereof shall be subcontracted or assigned without the express prior written consent of the City in each and every instance.

12. PATENT/COPYRIGHT MATERIALS.

13. NOTICES.

FOR Consultant:

Bruce Brubaker
PlaceWorks
2040 Bancroft Way, Suite 400
Berkeley, CA 94704
(510) 848-3815 ext. 3351
FOR CITY:

City of Modesto
Planning Division
Attn: Community Development Manager
P.O. Box 642
Modesto, CA 95354
(209) 577-5420

14. INSURANCE REQUIREMENTS.
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The Consultant shall provide at its own expense and maintain at all times the following insurance with insurance companies licensed in the State of California and shall provide evidence of such insurance to the City as may be required by the Risk Manager of the City. The policies or certificates thereof shall provide that, thirty (30) days prior to cancellation or material change in the policy, notices of same shall be given to the Risk Manager of the City by certified mail, return receipt requested, for all of the following stated insurance policies. (a) Worker's Compensation - in compliance with the statutes of the State of California, plus employer's liability with a minimum limit of liability of $1,000,000. (b) General Liability insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and $1,000,000 for property damage or $1,000,000 combined single limit. If commercial general liability insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required per-occurrence limit.

This insurance shall indicate on the certificate of insurance the following coverages and indicate the policy aggregate limit applying to: premises and operations; broad form contractual; independent consultants and subcontractors; products and completed operations. (c) Automobile Liability insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and $1,000,000 property damage or $1,000,000 combined single limit. This insurance shall cover any automobile for bodily injury and property damage.
(d) Professional Liability (Errors and Omissions) Insurance with limits not less than $1,000,000 per claim, $2,000,000 aggregate. If coverage is on a claims made basis it shall be maintained for at least three (3) years following completion of the work. #2..
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If at any time any of said policies shall be unsatisfactory to the City, as to form or substance, or if a company issuing such policy shall be unsatisfactory to the City, the Consultant shall promptly obtain a new policy, submit the same to the Risk Manager for approval and submit a certificate thereof as hereinabove provided. Upon failure of the Consultant to furnish, deliver or maintain such insurance and certificates as above provided, this Agreement, at the election of the City, may be forthwith declared suspended or terminated. Failure of the Consultant to obtain and/or maintain any required insurance shall not relieve the Consultant from any liability under this Agreement, nor shall the insurance requirements be construed to conflict with or otherwise limit the obligations of the Consultant concerning indemnification. The City, its agents, officers, employees, and volunteers shall be named as an additional insured on all insurance policies required herein, except Workers' Compensation and Professional Liability.

CONSULTANT shall provide CITY with separate endorsements evidencing proof of the CITY’s additional insured status as to both the general liability and automobile liability insurance policies.

The Workers' Compensation insurer shall agree to waive all rights of subrogation against the City, its agents, officers, employees, and volunteers for losses arising from work performed by Consultant for the City. In addition, CONSULTANT shall provide CITY with a Workers Compensation subrogation waiver by way of a separate endorsement. The Consultant's insurance policy(ies) shall include a provision that the coverage is primary as respects the City; shall include no special limitations to coverage provided to additional insured; and, shall be placed with insurer(s) with acceptable Best's rating of A:VII or with approval of the Risk Manager. The Consultant must deliver certificates evidencing existence of the insurance listed above to the City prior to the time the contract is signed.
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All endorsements referenced above must include the applicable policy number.

15. TERMINATION OF AGREEMENT.

For the purposes of this section, material breach of this Agreement shall include, but not be limited to, any of the following: failure to perform required services or duties, willful destruction of City's property by Consultant, dishonesty or theft.

Termination by City for Lack of Budgeted Funds
The City may terminate this Agreement effective July 1 of any given year upon the City's determination to not appropriate sufficient funds for this Agreement for the ensuing #2..
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fiscal year. In such event City shall give Consultant not less than 30 days written notice of termination.

Post-Termination Procedures
If this Agreement is terminated pursuant to this Section, Consultant shall:
a. Cease its work as directed in the notice of termination as of the termination date and see to it that its employees, subconsultants and agents are notified of such termination and act as specified in the notice of termination;
b. Terminate all orders and Subcontractors except as necessary to complete any portion of the Work that is not terminated; c. If directed in writing by the City to do so, assign all right, title and interest in subcontracts and materials in progress to City, in which case the City will have the right at its discretion to settle, or pay any or all claims arising out of the termination of such subconsultants, but in no event shall recovery by any Consultant or subconsultant include lost profits for portions of the Work not completed or undertaken, including materials not delivered; d. Deliver or otherwise make available to the City all data, drawings, specifications, reports, estimates, summaries and such other #2..
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information and material as may have been accumulated by the Consultant in performing the Work whether completed or in process; e. Settle outstanding liabilities and claims, subject to the approval of City;
f. Complete performance of such part of the Work as has not been terminated;
g. Take such other actions as may be necessary, or as may be directed by the City for the protection and preservation of the Work and/or property related to the Work;
h. If City so requests, and at City's cost, Consultant shall provide sufficient oral or written status reports to make City reasonably aware of the status of Consultant's work on the project. i. The Consultant understands and agrees that City may, in City's sole discretion, refuse to pay Consultant for that portion of Consultant's services which were performed by Consultant on the project prior to the termination date and which remain unacceptable and/or not useful to City as of the termination date.

City will pay Consultant an amount based on the percentage of satisfactory work completed in accordance with the notice of termination. If the Agreement is terminated pursuant to the subparagraph entitled Termination by City for Default of Consultant, Consultant understands and agrees that City may, in City's sole discretion, refuse to pay Consultant for that portion of Consultant's services which were performed by Consultant on the project prior to the termination date and which remain unacceptable and/or not useful to City as of the termination #2..
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date. The final payment to the Consultant after termination for convenience shall be limited to amounts due and owing under the Agreement at time of termination, including the following:
a. The cost of settling and paying valid claims arising out of the termination of the Work such as subconsultant agreements or contracts for materials;
b. The Agreement price allocable to the portion of the Work properly performed or goods supplied to the work site by the Consultant as of the date of termination, as determined in accordance with the notice of termination, reduced by any sums previously paid to the Consultant.

16. CERTIFIED PAYROLL REQUIREMENT.

17. INDEMNITY.

The Consultant shall hold the City, its agents, officers, employees, and volunteers, harmless from and save, defend and indemnify them against any and all claims, losses, liabilities, judgments or damages from every cause, including but not limited to injury to person or property or wrongful death, including reasonable costs and expenses of defense of any judicial or administrative action, to the extent arising directly or indirectly out of any negligent act or willful omission of Consultant whether or not the act or omission arises from the sole negligence #2..
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or other liability of City, or its agents, officers, and employees or volunteers relating to or during the performance of its obligations under this agreement.

18. ENTIRE AGREEMENT.

This Agreement and its exhibits contain the entire understanding between Consultant and City. Additional or new terms contained in this Agreement which vary from Consultant's proposal are controlling and are deemed accepted by Consultant by shipment of any article or other commencement of performance hereunder. All previous proposals, offers and communications relative to this Agreement, whether oral or written, are hereby superseded except to the extent that they have been incorporated into this Agreement. No future waiver of or exception to any of the terms, conditions, and provisions of this Agreement shall be considered valid unless specifically agreed to in writing by all the parties.

19. PARTIAL INVALIDITY.

20. WAIVER.

21. AUDIT.

22. GOVERNING LAW.

This Agreement shall be governed according to the laws of the State of California.

23. HEADINGS NOT CONTROLLING.

Headings used in the Agreement are for reference purposes only and shall not be considered in construing this Agreement.

24. COMPLIANCE WITH LAWS.

Consultant shall insure compliance with all safety and hourly requirements for employees, in accordance with federal, state, and county safety and health regulations and laws.

Consultant shall fully comply with all applicable federal, state, and local laws, ordinances, regulations and permits.

25. CITY BUSINESS LICENSE.

Consultant shall have a City of Modesto business license. #2..
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WITNESS WHEREOF, the CITY OF MODESTO, a municipal corporation, has authorized the execution of this Agreement by its City Manager and attested by its City Clerk under authority of Resolution No 2022-_______, adopted by the Council of the City of Modesto on the ______ day of _____________________, 2022 and PlaceWorks has caused this Agreement to be duly executed.
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Southwest Modesto Plan
for the City of Modesto
April 12, 2022 | Proposal for Services
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April 12, 2022
Kathy Crandall, Buyer
City of Modesto
1010 10th Street
Modesto, CA 95354
Re: Proposal to Prepare the Southwest Modesto Plan
Dear Kathy:

On behalf of the PlaceWorks team, I am pleased to submit this proposal to prepare the Southwest Modesto Plan. Staff at the City know PlaceWorks well due to our work on the General Plan Update and EIR.

Using our knowledge of the community and its concerns we believe we have assembled the best possible team to assist the City in establishing a vision for the southwest Modesto area by creating housing opportunities, exploring development types, proposing street improvements, and assessing infrastructure needs, all solidly founded on a program of comprehensive community engagement.

I will be the Principal-in-Charge for this project. I am a registered architect, have a passion for community design, and have completed community planning projects throughout the state, many of which used multiday charrettes or other intensive community engagement processes. I am a certified charrette planner as well. Senior Associate Janet Chang will be the Project Manager. She is a talented urban designer and has organized many community outreach projects. She is currently leading community plans in Butte County and Nevada County, as well as helping lead PlaceWorks’ cutting-edge online engagement.

Principal Charlie Knox and Associate Principal Tanya Sundberg will provide context and guidance on the project, drawing on their experience developing the General Plan and EIR. In addition to these, PlaceWorks proposes to utilize our accomplished urban design and housing staff for specific tasks, as well as our multilingual staff to augment our engagement efforts.

To complement our in-house services, we have assembled a great team of firms well suited to assist in preparing the Southwest Modesto Plan. ECONorthwest is a respected consulting firm that specializes in economics and finance. They will help the team by identifying economic opportunities for the area by analyzing data at an applied microeconomics level, with a focus on implementation. Iteris. has decades of experience in helping clients with solutions to better manage their transportation networks. One of those clients is the City of Modesto, as Iteris is developing the Circulation Element in the General Plan. Provost & Pritchard Consulting Group will help the team understand existing water, wastewater, and stormwater utility systems and assess the future needs resulting from the Southwest Modesto Plan. #2..
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April 12, 2022 | Page 2
The entire team, starting with myself, has expressed a strong desire and commitment to take on this very important project, and we are committed to its success.

I will serve as the team’s primary contact. Please do not hesitate to contact me if you have questions about our proposal, or if you need more information. The PlaceWorks team looks forward to the prospect of working with you on this interesting and challenging project.

Sincerely,

PLACEWORKS
Bruce Brubaker, AIA, LEED AP
Principal
510.685.7689
[email protected]
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ORANGE COUNTY • BAY AREA • SACRAMENTO • CENTRAL COAST • LOS ANGELES • INLAND EMPIRE www.placeworks.com
Southwest Modesto Plan
for the City of Modesto
April 12, 2022 | Proposal for Services
Submitted By: PlaceWorks
2040 Bancroft Way, Suite 400
Berkeley, California 94704
t 510.848.3815
In Association With:

Provost & Pritchard
Iteris
ECONorthwest
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TABLE OF CONTENTS
Table of Contents

1. PROJECT UNDERSTANDING 1

2. TEAM QUALIFICATIONS 3
Figure 1: Organizational Chart 12

3. APPROACH 19
APPENDIX: TEAM RESUMES
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TABLE OF CONTENTS
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SOUTHWEST MODESTO PLAN 1. Project Understanding  1

CITY OF MODESTO
Project Understanding
The southwest area of Modesto has the classic features of a Central Valley town. The main corridor, Paradise Road, runs on the diagonal into downtown Modesto, which is itself diagonal to the surrounding City, as it was originally laid out oriented to the railroad tracks. All other streets in the southwest area (except those closest to downtown) are oriented north-south or east-west. This diagonal creates a sense of being special, but also creates a set of unorthodox intersections that sometimes create unsafe crossings for pedestrians. This street is lined with commercial shopping centers, some of which need refreshing, and wellmaintained schools. Surrounding the commercial corridors are singlefamily residential neighborhoods from various eras. Today, the neighborhood is solid, working class, and family oriented.

According to the 2010 census, the population is approximately 30,000 people (referring to 2016-2020 ACS data which does not correlate exactly to the plan area), which would be a good-sized town. The average age is around 28 years old. The average household size is 3.7. The median household income is about $44,000, less than in the City as a whole. About three-quarters of the residents over the age of 5 speak English “very well”. In short, this area could be considered younger, less well off, in larger households, with a large percentage speaking languages other than English. However, the location near downtown and regional highways, the relative prosperity of Modesto as a whole, the well-maintained neighborhoods and the family orientation bodes well for the future of the area.

Opportunities for community members to find affordable housing, meaningful and gainful employment close to home, to participate in local governance, and to enjoy high-quality services will ensure the southwest area contributes to the prosperous future of Modesto.

To set the table for this future, the time is now to focus on the southwest area. The City is looking for a consultant team that will engage the community in developing a vision for the future, with a focus on providing affordable housing for existing households to move or expand, and for new households to move to the area. PlaceWorks’ staff has a rich mix of urban design, planning, and housing expertise, and we have brought on accomplished team members in the fields of transportation, engineering, and economics. This team is ready to start engaging the community to understand their vision for the future and to examine existing barriers and opportunities so as to provide guidance for streamlining development in the southwest area. » Local Community-Based Organization Engagement. To address issues of both equity and growth, it will be critical to engage local community-based organizations (CBOs) who are trusted leaders in the southwest area. Some organizations that may be interested in helping focus community participation include Sierra Vista Child & Family Services, West Modesto Community Collaborative, and Redwood Family Center. These groups hold many community events in the area. In addition, many churches serve the southwest community. Some examples of active churches are Anchored Bible Church Modesto, St Stanislaus Catholic Church, Christian Love Baptist Church, and True Light Community Church. Other groups that may have an interest in participating include the Chamber of Commerce and the Tuolumne River Trust. All communication with local organizations and community members will be coordinated with the General Plan Update to minimize confusion and prevent “workshop fatigue”.

PlaceWorks is a statewide leader in environmental justice planning, and we include discussions of public health, reduction of pollution exposure, and access to healthy food into our visioning and housing opportunity work during the project. #2..
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2  1. Project Understanding SOUTHWEST MODESTO PLAN

CITY OF MODESTO
» Look to Infill to Solve Housing Issues. According to the Urban Limit Line Outcomes Assessment, Modesto has more than enough land in its current city limit and Sphere of Influence (SOI) to accommodate future demand for single-family and multifamily development, as well as retail, office, and industrial uses. The southwest has opportunity sites that can help address future demand, but the issue is twofold: to verify that the community understands and supports new housing development, and to ensure the regulatory structure is tuned to streamline development that meets community goals. PlaceWorks will bring an array of disciplines to this task, from our community design staff that works with and understands the development community, to our housing staff who are recognized for housing work throughout the state and have a solid relationship with State housing staff, to our comprehensive planning staff who will coordinate land use planning for both the General Plan update and the southwest area.
» Demonstrate Attractive and Viable Housing Design. The concepts developed for opportunity sites in southwest Modesto need to convince community members, the development community, and decision-makers that well designed neighborhood housing is possible and preferable to “business as usual” development. Housing designs for opportunity sites in the Southwest Plan will need to consider community character, open space and other amenities, and mobility options. New types of housing are evolving in California, and PlaceWorks is at the forefront of communicating the benefits to places around the state, including in Central Valley communities like Modesto.
» Provide an Economic Foundation. In this time of disruption in the retail and employment sectors, the southwest area is vulnerable to factors outside the City’s control. As we work towards a future for this area, understanding how economic forces influence housing and economic mobility will provide a solid grounding for decision-making. PlaceWorks has brought on an innovative economics firm, ECONorthwest (EcoNW), who will assist the team by analyzing data to determine trends in housing and job growth, documenting the economic development assets of the southwest area, and identifying ways to capitalize on those trends and conditions. Their work will inform not only the housing work to be done in the Southwest Plan but also employment and economic development.
» Achieve Sustainable Mobility. Both as a transportation initiative and in the broader context of becoming a healthier community, the City is invested in promoting active transportation, clean fuel vehicles, and alternatives to single-occupant travel for commuting and other trips. In order to attract new development, the southwest area will benefit from demonstrating the City’s commitment to healthy alternatives to vehicular travel. PlaceWorks has assisted many cities and transportation agencies in a wide range of efforts to increase walking, wheeling, ridesharing and transit use. We have also helped cities show the placemaking benefits of improved non-single-occupant vehicle access and amenities in local neighborhoods and along key corridors.

For this effort we are bringing on Iteris, a nationally recognized expert in transportation solutions. Iteris and PlaceWorks will work together to identify issues and opportunities for changes to the network that are attractive and feasible and attractive to funders as well. » Determine how Infrastructure Systems can Accommodate Growth. Like nearly every community in California, the southwest area of Modesto has utility infrastructure that is aging and in need of upgrading. In addition, there are County pockets with few or no utility systems. If new development is desired in the southwest area, review and evaluation is required to understand the issues for water, wastewater, and storm drainage systems. Provost and Pritchard are engineers familiar with Modesto – they are working on the General Plan Update – and are well positioned to do this review. The outcome will be a greater understanding of backbone infrastructure issues that will inform requirements for future development. #2..
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SOUTHWEST MODESTO PLAN 2. Team Qualifications  3

CITY OF MODESTO
Team Qualifications
PlaceWorks has assembled a highly qualified team to complete the Southwest Modesto Plan. This chapter describes the qualifications of the firms on the PlaceWorks team and the key personnel that will be assigned to the project.

Resumes for the key staff identified below are included in the appendix at the end of this proposal. Additional materials are available upon request. The organization of the team is shown graphically in Figure 1.

PlaceWorks
PlaceWorks is one of the West’s preeminent planning and design firms, with approximately 120 employees in six offices. Formerly known as The Planning Center|DC&E, PlaceWorks’ history dates back over 45 years. The Planning Center, established in 1975, was created with the intent to integrate individual design disciplines and work efforts into a greater whole. Similarly, Design, Community & Environment (DC&E) was founded over 20 years ago to offer high-quality, personalized, and comprehensive planning, design, and environmental review services. In 2011, these two highly respected planning and design firms merged, forming a company with an expanded set of disciplines and strengths.

PlaceWorks serves both public- and private-sector clients throughout the state in the fields of comprehensive planning, environmental review, urban design, landscape architecture, community outreach, and geographic information systems (GIS). Our talented, multidisciplinary team thrives on working with communities to tackle complex problems and develop workable solutions.

PlaceWorks is all about places and how they work geographically, environmentally, functionally, aesthetically, and culturally.

We are also passionate about how we work with our clients. PlaceWorks brings together people from diverse practice areas, offering best-of-all-worlds capability and connectivity. Just as each place we work on is distinctly different, so is our thinking. #2..
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4  2. Team Qualifications SOUTHWEST MODESTO PLAN

CITY OF MODESTO
Relevant Projects
Southwest Fresno Specific Plan and Program EIR for the City of Fresno In a comprehensive, community-driven process, PlaceWorks worked with the City of Fresno and many stakeholders to develop a Specific Plan and Program EIR for approximately 3,000 acres of the Southwest Area of the city, which is a largely undeveloped and extremely disadvantaged neighborhood. An initial community health assessment helped identify the community environmental health issues that the
plan needed to address, such as rezoning
industrial uses, increasing walkability to
parks, improving access to healthy foods,
and creating opportunities for education
and job training. To ensure that real,
beneficial change occurs, PlaceWorks
developed a plan that integrates
economic analysis and input from a
Steering Committee, including residents
and developers, to identify development
and infill opportunities to create
“complete” neighborhoods with a focus
on quality, single-family residential
development and higher-intensity
corridors and magnet cores with retail and office uses. Additionally, PlaceWorks conducted the environmental analysis, as well as developed clear action steps for plan implementation. As part of this process, PlaceWorks collaborated with the City, the District’s Councilmember’s Office, and a robust team of consultants, including Shared Spaces, Centro La Familia, and Pop Up Design and Development, to create a plan that the community and City embraced. The plan and EIR were unanimously adopted by City Council in October 2017.
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SOUTHWEST MODESTO PLAN 2. Team Qualifications  5

CITY OF MODESTO
Butte County Upper Ridge Community Plan for the County of Butte PlaceWorks is the prime consultant working with the County of Butte to develop a community plan for the Upper Ridge area located in the unincorporated portion of Butte County. The 2018 Camp Fire highlighted the Upper Ridge’s vulnerability to wildland fires and has changed the population, landscape, and priority for this area for many years to come. Within the Upper Ridge area, 2,158 homes were destroyed by the Camp Fire, along with many other non-residential structures, especially in the lower Paradise Pines subdivision. The Upper Ridge Community Plan would be an extension of the County’s General Plan, and address land use planning, fire safety, evacuation routes, community and economic development, affordable housing, infrastructure, recreation, and quality of life.

Work on the Upper Ridge Community Plan includes the following tasks: create a land use blueprint for post-Camp Fire recovery and provide important policy direction for future growth, circulation, infrastructure, conservation and development; develop a locally developed and supported vision for the community’s future; plan for a vibrant, youth-friendly town center providing needed commercial services; explore the use of an innovative transfer of development rights program that would encourage a variety of housing types, including affordable housing; and include best practices for developing a resilient and fire-adapted community.

Throughout the plan’s development process, PlaceWorks is also assisting the County with robust, creative community engagement of the area’s residents, property owners, and business owners to ensure that the community plan represents the voices of the people who live in this area, those displaced from the area, and their aspirations for the future. A creative approach to community engagement is necessary to reach all aspects of the Upper Ridge community and community members will serve as key decision-makers to create conditions for health, safety, and equity. #2..
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6  2. Team Qualifications SOUTHWEST MODESTO PLAN

CITY OF MODESTO
Downtown Redding Specific Plan Update for the City of Redding PlaceWorks worked with the City of Redding to update the existing Downtown Redding Specific Plan. Downtown
Redding is poised to enhance its role as a vibrant urban center for the city and region. Its street network of short blocks and alleyways form a framework that can support a bustling and walkable downtown. Its historic architecture and landmarks create a feeling of authenticity that cannot be reproduced. However, the success of the downtown
faces hurdles dating back to the 1960s, when Interstate 5 was constructed on the east side of the river, fueling new retail development that competed with downtown. The
Specific Plan Update capitalized on several recent initiatives that were integrated into the final plan. These included the completion of the Downtown Redding Transportation Plan, which promotes safe bicycle and pedestrian activity; the awarding of a major Sustainable Communities Grant from
the State of California, which will help realize two new mixed-use housing projects (under construction now);
strategic investments in the downtown by the McConnell Foundation and others; and the California Arts Council’s selection of Downtown Redding as a Cultural District pilot program. PlaceWorks incorporated these and other projects to provide new guidance for urban design and land use in Downtown Redding, with a particular focus on the vision for Downtown expressed by community members. Revised regulations, standards, and guidelines will encourage new development and public improvements. PlaceWorks facilitated community and stakeholder outreach through community and stakeholder meetings, study sessions, and online engagement. The project received the 2021 Comprehensive Planning Award of Merit for a Small Jurisdiction from the Sacramento Valley Section of the California American Planning Association (APA).

Market Center project in Downtown Redding, highlighting Specific Plan implementation.
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SOUTHWEST MODESTO PLAN 2. Team Qualifications  7

CITY OF MODESTO
Ceres Citywide Active Transportation Plan for the City of Ceres The Ceres Citywide Active Transportation Plan (ATP) provides strategies and project recommendations for nonmotorized improvements throughout the city. PlaceWorks led all aspects of the ATP, including a wide range of online and in-person community engagement activities. At the outset, PlaceWorks conducted a Community Needs Assessment to evaluate walking and biking conditions across the city, employing in-person walk audits, stakeholder interviews, and data on existing facilities.

PlaceWorks also facilitated regular meetings throughout the ATP's development with the Active Transportation Advisory Committee, which included City of Ceres staff, staff from adjacent jurisdictions and regional agencies, local health organizations, and community advocates for walking and biking. The creation of the City's first ATP brought a wide variety of voices to the planning process, and the resulting plan is a user-friendly and implementable document with program and infrastructure improvements that will enhance the safety and comfort of bicyclists and pedestrians who live, work, and visit Ceres.
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8  2. Team Qualifications SOUTHWEST MODESTO PLAN

CITY OF MODESTO
Ceres Downtown Specific Plan and EIR for the City of Ceres PlaceWorks worked with the City of Ceres to develop a Specific Plan to guide redevelopment in the city’s downtown area.

Downtown Ceres features a well-connected network of streets with landscaped roundabouts and a unique mix of older buildings and single-family residences, but it suffers from a lack of strong business activity and identity. To respond to these issues, PlaceWorks conducted a series of community workshops to hear from residents and business-owners, and then prepared a Specific Plan that provided conceptual plans for key redevelopment sites, tailored development standards and design guidelines, a financing strategy for public design and infrastructure improvements, and General Plan and Zoning Ordinance amendments. PlaceWorks also developed a detailed conceptual streetscape design plan for the primary east-west corridor that incorporates green street principles. As part of the environmental review process, PlaceWorks conducted both city-wide and downtownspecific greenhouse gas (GHG) analyses. The Plan was awarded the 2011 Central Section APA Comprehensive Planning Award for a Small Jurisdiction.
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SOUTHWEST MODESTO PLAN 2. Team Qualifications  9

CITY OF MODESTO
SR 152 and Pioneer Road Specific Plans for the City of Los Banos PlaceWorks conducted these two Complete Streets plans for the City of Los Banos simultaneously. SR 152, which is also known as Pacheco Boulevard, is a state highway that runs through the heart of the City. Over time the street has seen more and more traffic, much of it travelling through the City between Highway 99 and Highway 5. The Complete Streets Plan effort identified ways to accommodate pedestrian and bicycle users more
safely and improve the usability and attractiveness of the corridor. It included recommendations for improved safety, open space and aesthetic improvements, and new gateway
elements leading to Downtown. In parallel to the SR 152 project, PlaceWorks developed a concept plan for widening Pioneer Road to serve as an improved arterial one half mile south of Pacheco Boulevard. An improved Pioneer Road will take some of the traffic pressure off busy Pacheco Boulevard to allow the multi-modal improvements outlined in the
Pacheco Boulevard Complete Streets Plan to be realized. The outcome was a recommendation for the alignment and street design of Pioneer Road, which is now undergoing engineering design and environmental review. Both of these projects had a robust stakeholder engagement and public outreach process run by PlaceWorks, with multiple community workshops during the planning process.

Modesto General Plan Update and EIR for the City of Modesto Modesto was founded in 1870 as a stop on the Central
Pacific rail line and the original layout is still visible today, a 640-acre tract oriented to the rail line. The City’s current Downtown serves as the civic, cultural and entertainment hub for the City and region. The City of Modesto has grown significantly and is one of California’s top 20 largest cities.

Today, the City of Modesto is looking to the future and embracing innovative concepts, and PlaceWorks is
preparing a comprehensive update to the City of
Modesto’s General Plan, a feasible Implementation Plan, and an informative and legally defensible Environmental Impact Report (EIR) to achieve this goal. The General Plan Update will address key issues including economic
prosperity, future areas for growth, open space,
sustainability mobility, environmental justice, and
Downtown Plan implementation. This General Plan Update
will engage all sectors of the community through robust and ongoing public outreach. PlaceWorks will ensure that the environmental review process satisfies the legal
requirements of CEQA and those of the City, and the EIR analysis will be succinct, fully documented, and allow for independent verification of the results.
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10  2. Team Qualifications SOUTHWEST MODESTO PLAN

CITY OF MODESTO
Blue Rock Community Plan for the Lewis Management Corporation The City of Vallejo owns 225 acres in the 27-hole Blue Rock Springs Golf Course, but with use of the course down more than 50 percent and still declining, the city was looking to revitalize the course. The newly envisioned Blue Rock Community was designed to retain 18 holes of golf and create a new community with 292 homes and a mixed-use center. The neighborhood design took advantage of the rolling topography of the golf course and preserved portions of the course to run through the neighborhoods. This allowed the new design to retain a smaller, 18-hole operational golf course that preserves the historical elements of the existing golf course.
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SOUTHWEST MODESTO PLAN 2. Team Qualifications  11

CITY OF MODESTO
Key Staff
Bruce Brubaker, LEED AP, Principal, Principal-in-Charge, will ensure that all products are produced on time, on budget, and meet the highest standards of quality. Additionally, he will be available to facilitate public workshops and critical meetings throughout the process. Bruce has spent over 25 years shepherding urban design and architecture projects from conceptual designs through construction for public, commercial, and residential projects. His work has ranged in scale from regional blueprint plans to detailed multimodal street design projects. He is very interested in the middle scale of station area plans, downtown plans, and neighborhood plans, and he brings his understanding of the very small and the very big to the careful, complicated work of developing visions that generate excitement while being feasible in the real world. Bruce is well known for innovative planning and design work on transit-oriented development projects in northern and southern California, and he is an accomplished practitioner of the principles of Crime Prevention Through Environmental Design (CPTED).

Bruce applies sustainable design principles to architectural projects that include energy efficiency, use of renewable and recycled materials, and healthy building principles. In addition, he is a highly collaborative facilitator and has successfully forged consensus in numerous public workshop settings. He is certified as a charrette planner by the National Charrette Institute and has led several projects incorporating multiday design charrettes for local and regional governments.

Janet Chang, AICP, Senior Associate, will serve as the Project Manager and will be responsible for the day-to-day management of the project, as well as for maintaining regular contact with City staff, coordinating with subconsultants, facilitating workshops, and attending all project meetings. Janet is recognized for her ability to think both creatively and analytically about projects and for her skills in design, plan writing, virtual and in-person community outreach and engagement, workshop facilitation, and project management. She has a strong understanding of placemaking and strives toward fostering vibrant communities that incorporate quality development and multimodal accessibility. Janet has robust experience in developing and managing Specific Plans for projects across California. She was the project manager for the Healdsburg North Entry Area Plan and Southwest Fresno Specific Plan.

Charlie Knox, AICP, Principal, will serve as Planning Advisor. Charlie has more than three decades of experience in public and private-sector land use planning. He has completed a number of general plans, all of which have been well received and have led effectively to communities realizing their objectives. He is currently overseeing the Modesto General Plan Update, and his knowledge of the community and its concerns will help inform processes and decisions regarding the Southwest Modesto Plan. Charlie has conducted the entire comprehensive planning process from background reporting to visioning workshops to plan alternatives to commission and council review and even through environmental documentation. His editing and organizing of the Marin Countywide Plan is particularly regarded as one of the most successful examples of both representing a complex community with one voice and leading to real, measurable pollution reduction.

More recently, Charlie has overseen general plan updates in Menlo Park, Stockton, and Vallejo. #2..
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The PlaceWorks Team
Southwest Modesto Plan
COST PROPOSAL - Revised 11-04-2022
Brubaker Chang Knox Ashlock Sinsheimer So Deokule Pozos Reddy Tech
Editor EcoNW
PIC PM
Planning
Advisor
Design
Advisor
Housing
Advisor
Project
Designer Designer Planner Graphics
Hourly Rate: $230 $175 $250 $220 $185 $145 $125 $125 $125 $130 Task 1 Kick-off Meeting and Project Management
1 Kick-off Meeting 6 8 $56 $2,836 1,570 $157 $1,727 $4,563 2 Project Management 12 24 2 $149 $7,609 0 $0 $0 $7,609 Task 1. Subtotal 18 32 2 0 0 0 0 0 0 0 $205 $10,445 $1,570 $157 $1,727 $12,172 Task 2. Visioning and Public Outreach
1 Outreach Strategy 4 10 2 $63 $3,233 0 $0 $0 $3,233
2 Stakeholder Meetings - up to four 8 32 $149 $7,589 0 $0 $0 $7,589 3 Public Workshops - three total 28 76 48 52 28 12 $764 $38,964 0 $0 $0 $38,964 Task 2. Subtotal 40 118 2 0 0 48 52 28 12 0 $976 $49,786 $0 $0 $0 $49,786 Task 3. Review of Economic Opportunities
1 Admin Draft Review of Economic Opportunities 2 4 $23 $1,183 23,240 $2,324 $25,564 $26,747 2 Draft Review of Economic Opportunities 1 2 $12 $592 1,640 $164 $1,804 $2,396 Task 3. Subtotal 3 6 0 0 0 0 0 0 0 0 $35 $1,775 $24,880 $2,488 $27,368 $29,143 Task 4. Residential Development Concept
1 Review of Plan Area Characteristics 6 12 12 12 $134 $6,854 0 $0 $0 $6,854 4 Opportunity Site Development Concepts 24 24 2 20 96 12 $601 $30,641 3,950 $395 $4,345 $34,986 5 Identification of Barriers and Incentives 4 12 16 $120 $6,100 4,680 $468 $5,148 $11,248 6 Review of Existing Standards and Processes 4 16 8 $94 $4,814 0 $0 $0 $4,814 7 Barriers and Opportunities Memorandum 8 16 4 $103 $5,243 0 $0 $0 $5,243 Task 4. Subtotal 46 80 2 20 16 108 36 0 0 0 $1,052 $53,652 $8,630 $863 $9,493 $63,145 Task 5. Street Project Design
1 Focused Street Improvements 12 20 20 $183 $9,343 0 $0 $0 $9,343 Task 5. Subtotal 12 20 0 0 0 20 0 0 0 0 $183 $9,343 $0 $0 $0 $9,343 Task 6. Utility and Infrastructure Needs
1 Summary of Utility/Infrastructure Issues 6 8 16 $96 $4,876 0 $0 $0 $4,876 Task 6. Subtotal 6 8 0 0 0 0 16 0 0 0 $96 $4,876 $0 $0 $0 $4,876 Task 7. SW Modesto Plan
1 Administrative Draft SWMP 12 32 2 24 32 16 $367 $18,707 0 $0 $0 $18,707 2 Public Review Draft SWMP 4 8 8 2 $75 $3,805 0 $0 $0 $3,805 Task 7. Subtotal 16 40 2 0 0 32 0 32 18 0 $442 $22,512 $0 $0 $0 $22,512 Task 8. Public Meetings and Adoption
1 Public Hearings 8 6 $58 $2,948 0 $0 $0 $2,948
2 Final SWMP 2 4 4 4 $43 $2,203 0 $0 $0 $2,203
Task 8. Subtotal 10 6 0 0 0 0 4 0 4 0 $101 $5,151 $0 $0 $0 $5,151 Labor Hours Total 151 310 8 20 16 208 108 60 34 0
Labor Dollars Total $34,730 $54,250 $2,000 $4,400 $2,960 $30,160 $13,500 $7,500 $4,250 $0 $3,090 $157,540 $35,080 $38,588 $196,128 PlaceWorks Percent of Total Labor 16% 34% 1% 2% 2% 23% 12% 7% 4% 0%

EXPENSES
PlaceWorks Reimbursable Expenses $3,000
Subconsultants' Reimbursable Expenses $0
EXPENSES TOTAL $3,000
GRAND TOTAL $199,128
OPTIONAL TASK - Feasibility Analysis of One Opportunity Site = $20,000

PLACEWORKS
Subconsultant
Total
Total Task
Budget
PlaceWorks
Total

SUBCONSULT
Service Area
PlaceWorks 2%
Office Expenses
10%
Subconsultant
Markup

PLACEWORKS
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12  2. Team Qualifications SOUTHWEST MODESTO PLAN

CITY OF MODESTO
FIGURE 1 ORGANIZATIONAL CHART
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SOUTHWEST MODESTO PLAN 2. Team Qualifications  13

CITY OF MODESTO
Scott Ashlock, ASLA, Associate Principal, will serve as Design Advisor. Scott’s background in architecture and landscape architecture and his savvy technological skills make him well versed in the nuts and bolts of design. He is adept at tackling a variety of complex issues, but his passion lies with landscape architecture and how to address the natural and built environment, from large master-planned communities to specific site designs.

Scott’s interest in exploring communities led him across the nation and to Europe and the Mediterranean. He uses this experience to introduce new or different ways of problem solving for designs. He incorporates principles of Asian landscape design; drought-tolerant landscapes; California native plantings; and demonstration, educational, and healing gardens. His vigorous desire to expand his knowledge and the multifaceted perspective he gained from other cultures and cities make his approach to any project exciting and remarkable.

Amy Sinsheimer, AICP, Senior Associate, will serve as Housing Advisor. Amy has over 15 years of experience managing and preparing long-range planning and policy documents, with a specialty in housing. She has significant experience in public outreach for complex projects involving multiple agencies, stakeholders, and team members. Amy prepared housing elements during the 3rd, 4th, 5th, and 6th cycles and has worked closely with staff at the California Department of Housing and Community Development to achieve certification for her clients. In the 5th cycle alone, she worked on more than 30 housing elements in the 5th cycle. Amy has also prepared housing element program implementation documents. She also has extensive zoning experience, including the preparation of conventional, form-based, and hybrid zoning codes, as well as zoning regulations in California’s coastal zone.

Provost & Pritchard Consulting Group
Provost & Pritchard began a tradition of excellence in 1968. Over the course of 52 years, Provost & Pritchard has continued to expand the types of services offered and the reach of their skilled staff with office locations throughout California, including Fresno, Clovis, Visalia, Bakersfield, Los Banos, Modesto, Sacramento, and Chico. With over 190 employees, Provost & Pritchard’s staff specialize in a diverse array of practice areas, including land use and environmental services, civil and agricultural engineering, geology and hydrogeology, water resources, environmental engineering, GIS, land surveying, and construction management and field representation. For the Southwest Modesto Plan, Provost & Pritchard will provide engineering expertise in the review and evaluation of infrastructure needs for water, wastewater, and stormwater.

Relevant Projects
Liberty Groves Specific Plan Infrastructure Master Plans for Madera County. The Liberty Groves Specific Plan project is a proposed 1,344-acre master-planned, mixed-use community. Liberty Groves proposes a diverse mixture of residential, commercial, office/light industrial, recreational, and other necessary services and community amenities. Provost & Pritchard has been actively involved in the development of the project since 2009, beginning with an initial Environmental Site Assessment (ESA) and continuing through the completion of a Water Supply Assessment Report (WSA) and other related studies. Recently, Provost & Pritchard has been preparing an Area Plan and a Specific Plan, including the infrastructure master plans for water, wastewater, storm drainage, and roads. Tasks included performance of a hydrologic analysis of three streams to determine 200-year flood peaks. The work also included a review of past hydrologic studies and recommendations to improve the accuracy of peak flow estimates.
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Water and Recycled Water Master Plans for the City of Clovis. The City of Clovis updated the Waster Master Plan and Recycled Water Master Plan to address future growth areas within their General Plan and incorporate drought impacts on the reliability of surface water, as well as increasingly stringent water quality regulations. Other key issues addressed in the Plan included the dropped regional groundwater levels, groundwater quality, and the outflow of groundwater. As part of the Update process, Provost & Pritchard reviewed the City’s water supplies, assessed opportunities to increase water supplies and reliability, evaluated existing water use records and developed new usage patterns, developed future water use demands for land uses within future growth areas, and used a water model to confirm water system infrastructure. In addition, the project consisted of developing construction cost opinions for infrastructure needed to serve existing and future users within the growth areas.

Business and Industrial Campus Existing Conditions and Service Considerations Report for the County of Fresno. The County of Fresno identified an approximately 2,940-acre site for a potential business and industrial campus development. Provost & Pritchard was engaged in summarizing the existing conditions present on-site, identifying conceptual land use plans for the project area, identifying high-level infrastructure demands, and summarizing key service considerations for the County to evaluate prior to progressing with more formal planning efforts. The focus of the existing conditions and service considerations were on water, wastewater, stormwater, traffic, and additional dry utilities. Land use considerations, such as proximity to an existing disadvantaged community and key travel and goods movement corridors were also considered.

Key Staff
Heather Bashian, PE, Principal Engineer, is the Director of Operations at Provost & Pritchard Consulting Group with 18 years of civil engineering experience. Her work has included municipal infrastructure projects from grant writing, to master planning and regulatory compliance, through to design and construction oversight. Heather is a graduate of California State University, Fresno with a BS in Civil Engineering and National University with a Master of Business Administration. Ms. Bashian will be managing the research and summary of existing utility services and providing infrastructure analysis for the Plan alternatives.

Sara Allinder, AICP, Principal Planner, has more than 20 years of experience in long-range and current planning. She has been involved in and led the development of multiple general plans, specific plan, and development code updates. She has also provided contract staffing services for numerous local planning agencies throughout the San Joaquin Valley and understands how the policies and regulations developed through plans are implemented. Sara is a graduate of University of California, Riverside with a BA in Liberal Studies and California State Polytechnic University, San Luis Obispo with a Master of City and Regional Planning degree. Ms. Allinder will be providing support to Ms. Bashian and managing tasks and schedule in coordination with the PlaceWorks Project Manager. She will also provide quality control reviews of the deliverables prepared as part of this effort.

Iteris
Iteris will provide transportation planning services to support the Southwest Modesto Plan. Iteris is the market leader in applying informatics solutions to the transportation industry since 1987. Iteris has decades of expertise in traffic management, along with superior services and patented products that help detect, measure, and manage traffic and vehicular performance; minimize traffic congestion; and empower Iteris clients with solutions to better manage their transportation networks. The firm is headquartered in Santa Ana, with 13 other offices throughout the continental United States. Iteris’ team members are experts in the fields of transportation planning, traffic engineering, and Intelligent Transportation Systems (ITS). Knowledge of these practice areas enables Iteris to provide comprehensive services ranging from initial traffic impact studies, transportation modeling, planning, systems engineering, and detailed design through implementation and performance monitoring. Iteris combines the knowledge of transportation engineers, systems engineers, system integrators, software engineers, and transportation planners to offer an unmatched combination of talent and experience. Iteris develops and deploys innovative solutions that help agencies reduce traffic congestion, enhance transit use, monitor and manage transportation networks, and provide greater access to reliable traveler information. #2..
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Relevant Projects
Traffic Signal Synchronization Project for the City of Modesto. The City received a Congestion Mitigation and Air Quality (CMAQ) Improvement Program Grant to deploy optimized signal timing plans along various corridors throughout the city, outside of Downtown. The project includes 153 signalized intersections to implement new optimized coordination plans during various weekday peak periods and the weekend peak period. In addition to City-owned traffic signals, the City partnered with Caltrans to re-time the traffic signals along the various State Routes within the city.

Moorpark General Plan Update and EIR for the City of Moorpark. Iteris is currently supporting PlaceWorks in the preparation of the City of Moorpark General Plan Update. Iteris is preparing the traffic analysis and traffic forecasting components of the project, as well as the updated Circulation Element. Iteris initially prepared an evaluation of existing mobility conditions within the city, discussing vehicle traffic, bike and ped facilities, and transit services, in order establish a baseline to inform the longrange planning. The traffic forecasting approach includes the use of the current Ventura County Transportation Model (VCTM), developed by Iteris. This model was the first in southern California to utilize the 2016 version of SCAG’s Sub-Regional Model Development Tool. The traffic modeling results will be used for traffic analysis purposes (roadway segments and intersections), as well as to evaluate and compare two land use alternatives. Lastly, Iteris is also participating in the public outreach process including presenting findings to the General Plan Advisory Committee.

SCAG, Communities Connected, the U.S. 101 Multi-Modal Corridor Study for the City of Ventura. US 101 is the “Main Street” of Ventura County. It provides inter-city connectivity among the major cities of the county as well as regional trips to Los Angeles and Santa Barbara Counties and beyond. The corridor is currently used by inter-city transit lines and freight carriers, many associated with the local agriculture industry as well as international shipping. The enhancement of mobility options along the US 101 corridor is vital to the continued economic health of the county.

The Communities Connected Plan is a shared vision for the future of the US 101 corridor in Ventura County. It is designed to reduce congestion in the highly traveled US 101 corridor by providing more choices for residents, commuters, and visitors to the area while preserving the character of the local community and creating opportunities for neighborhood enhancement projects. One of the key tools available to the Iteris Team is the Ventura County Travel Model (VCTM) that was developed by Iteris for VCTC. This multimodal tool, which explicitly includes non-motorized, transit, and heavy-duty truck modes, will be used to evaluate the effectiveness of various modes of transportation improvement alternatives. The land use and socioeconomicbased model will also enable the project team to establish relationships between land use and mobility along the corridor and its powerful post-processor modules can readily produce outputs to evaluate vehicle miles of travel and other key performance indicators related to multimodal improvement alternatives.

Key Staff
Deepak Kaushik, PE, Project Manager, will be responsible for coordinating staff activities, meetings, and project strategy, and will oversee work from project inception to completion. He has over 17 years of transportation planning and engineering experience, which includes transportation systems analysis, multimodal mobility planning, highway operations, traffic safety, and travel-demand modeling. He enjoys the technical aspects of the projects he manages, but also embraces the interaction with stakeholders, city officials, and the public.

Sean Daly, PTP, AICP, Senior Planner, has 19 years of public-sector and professional consulting experience in transportation planning. His approach to planning puts people first to ensure access and connectivity rather than barriers and isolation. He brings professional planning services to his clients through a broad array of knowledge, expertise, and experience in transportation impact analysis, multimodal studies, corridor analysis, analytics, transportation finance, and the regional travel demand model process. Prior to joining Iteris, Sean was the Transportation Improvement Program Manager at the Boston Metropolitan Planning Organization.
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ECONorthwest
ECONorthwest (EcoNW) is a West Coast based consulting firm that specializes in economics, finance, and planning. Since its incorporation in 1974, ECO has become a leader in providing deep multi-faceted analysis informing decision-making and developing effective plans and policies. We understand that businesses and governments face difficult decisions about how to make the best use of limited resources. We help our clients make thoughtful, data-driven decisions using tools and methods that meet the highest standards of best practice. At the core of everything we do is applied microeconomics. This perspective allows us to fully understand--and effectively communicate--the benefits, costs, and tradeoffs associated with any decision.

Our consultants have advanced degrees in a variety of fields, including economics, planning, and public policy; and work on projects ranging from strategy to implementation. On these projects, we provide a range of services, including economic development, natural resource economics, fiscal and economic impact analysis, land-use planning, housing policy analysis, urban and regional planning.

The EcoNW team is dedicated to helping communities define and achieve their goals, overcome challenges, and develop policies and plans informed by data analysis and supported by stakeholders. We have accumulated a wealth of knowledge from helping scores of jurisdictions and several team members have public sector experiences to draw from to help problem-solve and navigate complex political processes. EcoNW has a staff of over 60 people; personnel have advanced degrees and decades of work experience in community planning, economics, finance, and public policy.

Key Staff
Chris Blakney, Project Director, joined EcoNW in 2019. Chris' professional expertise is established at the cross-section of development economics and economic development. Chris works with a range of public and private sector clients to develop strategic actions that address challenging policy questions around affordable housing, land use, economic development, and growth management. Prior to joining EcoNW, Chris served as an in-house economist for a leading Architecture & Engineering firm advising architects on the economics of design alternatives. Chris has been an active member of the International Economic Development Council and the Commercial Real Estate Development Association (NAIOP).

Kryn Sausedo, Project Manager, has over ten years managing economic development projects in the public sector. Kryn has indepth knowledge of the unique challenges facing municipalities and the creative approaches that can be utilized to overcome funding gaps and regulatory barriers. He has worked with large brownfield redevelopments, business district revitalization, innovation-sector clusters, multi-family developments, and TOD strategies. In particular, he has utilized various incrementfinanced structures and partnered with public agencies and foundation partners to close project gaps. In recent years he has also applied these creative deal structures to community benefits agreements and workforce development plans.

Oscar Saucedo-Andrade, Associate, is a Project Associate at EcoNW with a professional focus at the confluence of land use and urban economics. His work at EcoNW is focused on public policy and the factors that drive real estate investments. Oscar works with both private and public sector clients to help them develop actionable solutions to challenging issues related to land use, economic development, and affordable housing.

Jennifer Cannon, Strategic Advisor, specializes in urban, transportation, and environmental planning. Prior to joining EcoNW, Jennifer was Policy Analyst for Kitsap County and a Senior Planner at the Tahoe Regional Planning Agency where she worked on a wide range of community development projects focused on policy and community engagement and transportation planning. Jennifer's work has included redevelopment of affordable housing policy to address the missing middle in the Tahoe Region, as well as managing the completion of an award-winning electric vehicle plan, delivering toolkits, conducting surveys, and contributing to the regional transportation plan. Jennifer serves on the ferry advisory committee for the Washington State Ferries.
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Relevant Projects
Comprehensive Economic Development Strategy for
the City of John Day, Oregon. EcoNW led the creation
of an economic development strategy for the City of
John Day. As an initial step, EcoNW conducted several
detailed technical analyses to support the overall
strategy. These included an assessment of innovative
uses that were achievable in the context of the city’s
economic assets. Among these were a city-led effort
to foster a local greenhouse industry and an
exploration of housing policies to preserve housing
affordability and housing stock stability. The final
strategy, the John Day Community Investment
Strategy and its companion marketing prospectus,
charted a new path for the community. Due in part to
EcoNW‘s work, the City has secured several State and
Federal grants to build new transportation and
broadband internet projects.

Ashland Economic Diversification for the City of Ashland, Oregon. With the pandemic and wildfires having demonstrated the vulnerability of a small city to economic disruptions, EcoNW worked with the Ashland Chamber of Commerce to undertake an in depth quantitative and qualitative analysis of the local economy. This included review of demographic, employment and business data as well as dozens of stakeholder calls, multiple focus groups and a large survey. The result will be a strategy to help expand the employment base of the city to provide a more balanced and resilient economy.

Juniper Ridge Employment Area Market Analysis and Development Strategy for the City of Bend, Oregon. EcoNW led a consultant team tasked with assisting the City of Bend in the creation of a development strategy for the Juniper Ridge Employment Area. Juniper Ridge is a multiple hundred acre area in the city's northeast slated for a mix of uses. Although there are several prominent businesses that have located there, the area has largely remained underinvested. For this project, EcoNW conducted a market assessment to evaluate the potential for future economic development, engaged with local business leaders to identify opportunities and barriers to development, and crafted a succinct development strategy focused on identifying candidate uses, near-term implementation, and property disposition. This approach underscores the role of understanding land and facility needs of businesses and the linkage of economic development and on housing feasibility. #2..
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Approach
This chapter describes the approach to achieving the scope of services summarized in the Request for Proposals (RFP). For each task, we emphasize the key components of our approach in the description, while providing meeting and deliverable details following the description.

This scope of work will result in a focused implementation plan for Southwest Modesto. It addresses all components requested in the RFP, including: a comprehensive public outreach and visioning process; recommendations for development for up to three opportunity sites; proposals for physical street improvements which will set the table for accessing grant funding; a review of infrastructure needs including integration of County-jurisdictional “islands” into the City; and attendance at public hearings for consideration of the plan elements. Within these tasks the PlaceWorks team will be evaluating performance standards and barriers to affordable housing.

Our scope also includes tasks that are not explicitly asked for in the RFP, but that we thought important to include. These tasks are as follows: an evaluation of economic development issues in the Southwest area, which will inform the development of opportunity sites; and a task to create a Southwest Modesto Plan suitable for incorporation by reference into the upcoming General Plan Update.

We will work with City staff at every step to determine the best way to communicate with the community and stakeholders.

Our goal is to arrange information in easy-to-understand and graphically attractive formats that borrow from the General Plan Update yet stand apart as a separate effort – much as the southwest neighborhood itself is part of the City but also has an independent identity.

We are flexible regarding the proposed scope of work and will work with you to prepare a more detailed work program if we are selected for this project. We also recognize that it may be necessary to refine the program as the project progresses and would be happy to work with you to ensure the successful completion of the project.

Kick-off Meeting and Project Management
The Southwest Modesto Plan will be managed by an expert team of leaders, including Bruce Brubaker as Principal-in-Charge and Janet Chang as Project Manager. Bruce and Janet have worked together on many similar projects, including the recently completed Upper Ridge Community Plan for Butte County. Bruce is a licensed architect and keenly understands the interplay between regulations and private development. He is recognized for his work on Community Plans developed for Central Valley places and elsewhere in California, including the award-winning Redding Downtown Specific Plan. Janet is accomplished at working with City staff and subconsultant teams to keep projects moving forward. She is also becoming well-known for her skill in managing community outreach, whether it be virtual meetings or in-person open houses. An example of this is the Fremont Centerville Complete Streets project in Fremont, where Janet juggled a complex mix of residents, community activists, and business owners.

In this task, the team will perform ongoing project management, including frequent check-ins with City staff, project status updates, and task-level progress reviews to ensure that the project remains on schedule and within budget. This task also includes a kick-off meeting with the PlaceWorks team and City staff to initiate the project. In this meeting, PlaceWorks will clarify roles for project team members, identify concerns or issues, review expectations for the process and products, and review data needs. At this meeting, we will also confirm the community plan area boundary and discuss the approach to community outreach and public participation for the project. #2..
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Following the kick-off meeting, the PlaceWorks team will tour the planning area with City staff to review and discuss key issues and photograph existing conditions.

Task 1 Deliverables: Kick-off Meeting Agenda and Data Request; Monthly Invoices Visioning and Public Outreach
Strong and meaningful community involvement will be critical to the successful development and implementation of the Southwest Modesto Plan. This neighborhood is a very diverse area with a wide range of stakeholders. PlaceWorks is prepared to dive deep to engage all facets of the community, including residents, business and property owners, City staff, and decision-makers. We have bilingual staff that are well-versed at communicating complicated design and planning concepts in accessible ways. In short, we are proud of our skills in listening to an array of voices and incorporating that input into action-oriented implementation plans that garner community support.

As an initial phase of this task, we will create an Outreach Strategy for review and refinement in close collaboration with City staff. This section presents our initial ideas for a successful outreach strategy; however, we are very open to adjusting this approach to what will work best for Modesto.

The Outreach Strategy will:
 Describe outreach goals.
 Identify ways to engage underrepresented groups in the community, including providing materials and conducting meetings in multiple languages.
 Define public input channels by which to gather community opinions, such as workshops, pop-up events, stakeholder focus groups, and online engagement.
 Address the importance and logistics of virtual engagement, especially during and in the wake of the COVID-19 pandemic.
 Ensure coordination with the General Plan Update.
 Identify the outreach timeline.

While online engagement is a critical part of any planning effort, the pandemic has elevated the need for extremely effective virtual engagement. Although in-person community meetings are now being considered everywhere we work, we should recognize the benefits that on-line engagement can provide, even for non-English speaking and disadvantaged communities.

Every community is different and we welcome the discussion with City staff and on-the-ground stakeholders to determine the best process for Southwest Modesto.

Our community engagement approach also includes a series of four stakeholder focus group meetings, which will provide an opportunity to reach different groups of interested parties efficiently. We often group together stakeholders such as developers, real estate professionals, and property owners together, for example. We will also want to ensure we talk with other City staff departments and public safety provides, as well as Stanislaus County staff.

We plan to organize and facilitate three major community meetings at times most conducive to participation. While the proposed workshop format will need to be refined with City staff, we have had success with this format:
 Workshop One: Southwest Modesto Vision. At this initial workshop, PlaceWorks will introduce the project to the community, providing background information about community plans and showcasing other successful community #2..
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planning efforts. An interactive exercise to identify goals and opportunities will be a kay part of the workshop. This workshop will help the community to identify assets and desired outcomes from the planning effort.  Workshop Two: Plan Concepts. This workshop will show off concepts developed for the overall neighborhood as well as site plans for opportunity sites. Findings from the Economic Review task (see below) will be presented. We will also discuss opportunities for improving the circulation network for all users.  Workshop Three: Southwest Modesto Plan Implementation. After a presentation on refined concepts for development and circulation, and a discussion of barriers to housing development in Southwest neighborhood, the project team will seek community input on priorities for implementation.

Task 2 Deliverables: Draft and Final Outreach Strategy; Stakeholder Meeting Agendas and Summaries; Outreach Promotional Materials; Workshop Presentations and Summaries.

Review of Economic Opportunities
The correlation of economic prosperity and housing is an often-overlooked part of neighborhood planning. Recent research from Harvard University’s Opportunity Insights Group has found that communities with opportunities for upward mobility demonstrate several core characteristics: lower levels of residential segregation, middle class aggregation, social capital, and public school performance. In this task, project team member EcoNW will complete an “asset mapping” assessment to characterize economic development opportunities in southwest Modesto. Strengths and weaknesses of the local economy and employment base and assess economic diversity impacting southwest Modesto will be considered. This evaluation will include a location quotient analysis of local industries to identify concentrations of skills and organizational expertise that could incubate new economic segments. EcoNW will then evaluate southwest Modesto with respect to the mobility characteristics discussed above alongside a review of housing stock and potential for workforce housing shortages, which can undercut wealth building among middle- and lower-income residents.

Building on our analysis of area-wide characteristics, EcoNW will assess the competitive advantages and limitations of key opportunity sites in southwest Modesto that would impact the range of uses considered for these sites. We will use all the preceding research and analysis to present a range of targeted economic uses for the study area that are supported by existing assets and offer the potential to raise the economic profile of southwest Modesto.

Task 3 Deliverables: Draft and Final Economic Mobility Strategy Residential Design Concepts
Using input from community engagement and the Review of Economic Opportunities task, PlaceWorks will develop concepts for up to three opportunity sites in southwest Modesto. This task will result in an understanding of development types that should be targeted for Southwest, as well as the barriers to achieving those types, and recommendations for overcoming those barriers.

To begin this task, the PlaceWorks team will analyze the existing physical conditions that will influence the development of concepts on the opportunity sites. These will include location, surrounding land uses, proximity to schools and open space, circulation networks and infrastructure issues. These issues will be summarized in a series of maps.

Following analysis, PlaceWorks’ urban design team will develop a set of concepts for each opportunity site. These will be drawn to scale in plan and three-dimensional volumes, and will indicate development type (i.e., single family residential, townhomes, etc.), number of units of each type, building heights, opportunities for additional uses such as retail, office or community space, site access and circulation, open space and landscape, and areas of parking spaces. Following review by City staff, PlaceWorks will refine the drawings and add color and labels and illustrate the development types with photographs of similar development. These materials will then be presented to the community in Community Workshop #2. #2..
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While working out development concepts, PlaceWorks will actively track the barriers to development of the site. These barriers are anticipated to include required and proposed performance standards for parking, parking configuration, building heights, setbacks, and other regulations. We will also review the entitlement process to understand if there are barriers in the review and permitting process. In addition, we will review recent state and local legislation to find potential incentives to development, which may include funding sources, streamlined financing and other measures. PlaceWorks’ housing staff, who are statewide leaders in housing issues and currently helping administer Local Early Action Planning (LEAP) and Regional Early Action Planning (REAP) programs with California Housing and Community Development staff, will provide input on this task. PlaceWorks will create a memorandum summarizing the findings and making recommendations for removal of barriers to development, including proposed changes to zoning and other existing processes.

Task 4 Deliverables: Maps showing Existing Conditions for Three Opportunity Sites; Draft and Final Concepts for Three Opportunity Sites; Draft and Final Memorandum Summarizing Performance Standards and Density Considerations; Draft and Final Memorandum Summarizing Housing Barriers and Opportunities Street Project Design
For many disadvantaged communities similar to southwest Modesto, the transportation network presents its own set of barriers to achieving a healthy neighborhood. These may include a lack of multimodal facilities, unsafe conditions, and impacts of traffic on health. Project team member Iteris will take the lead on documenting the existing circulation conditions in the Southwest Modesto plan area and will summarize the findings in a memorandum. The evaluation will include review of current traffic volumes (based on available data), roadway lane configurations, collision history, parking regulations/requirements, and multimodal mobility facilities (pedestrian, bicycle, and transit).

Iteris is currently working on the Modesto General Plan Update and have a good working knowledge of the City. The goal is to provide findings and issues as they relate to developing the southwest Modesto area, and to also focus on the
transportation network at the three opportunity sites to inform the concept planning at those sites.

PlaceWorks and Iteris will work together to develop a list of transportation improvements to be included in the Plan. The improvements will be separated into “buckets” in terms of type: congestion relief, active transportation, safety-related, etc. It is anticipated that the focus will be on projects that enhance pedestrian and bicycle mobility to accommodate new residential development proposed as part of the Plan. After first reviewing with City staff, the improvements will then be prioritized through the community outreach process. Key projects will have high-level cost estimates developed, to enable the future step of applying for funding for needed improvements.

Task 5 Deliverables: Draft and Final Existing Transportation Conditions Memorandum; Input on Priority Street Improvements chapter in the Southwest Modesto Plan.

Utility and Infrastructure Needs
Team member Provost & Pritchard will take the lead on assessing the capacity and condition of local utility infrastructure for the Southwest Modesto Plan. P&P are currently supporting the Modesto General Plan Update and will coordinate efforts with the General Plan team. P&P will assess water supply and distribution, wastewater conveyance and treatment, and storm drainage systems based on the latest available master plan and related documents prepared for the City. To coordinate, P&P #2..
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will meet with City public works and engineering representatives. They will also include a review of how the existing County islands within the project area are receiving water, wastewater, and storm drainage services.

Once the concept plans for opportunity sites are developed, Provost & Pritchard will identify water supply and distribution, wastewater treatment and conveyance, or storm runoff system capacity issues or system deficiencies, using demand estimates for the three opportunity sites. In addition, P&P will include discussions with the project team about how infrastructure in the County islands may be addressed to facilitate potential annexation. Next steps for annexation utility review will be included in the implementation section of the Plan.

Task 6 Deliverables: Draft and Final Existing Infrastructure Conditions Memorandum; Draft and Final Capacity Analysis Memorandum
Southwest Modesto Plan
In this task, PlaceWorks will prepare the Administrative Draft Southwest Modesto Plan. This plan will be a synthesis of all work to date from previous tasks. The intention is that the Plan will be a stand-alone document, recording the community’s input, the concepts developed during the process, the findings on barriers and opportunities from the team, community priorities, and measures for implementation.

We anticipate that key findings and recommendations from the Southwest Modesto Plan will be incorporated into the General Plan Update. For example, changes to land use designations will not be accomplished through the Southwest Modesto Plan, as there is no environmental review provided, but rather would be incorporated into the General Plan Update Land Use Element, which would be reviewed during the General Plan’s environmental review process. This is what was done for the Upper Ridge Community Plan, where PlaceWorks urban design staff created the community plan with key elements included into the ongoing Butte County General Plan Update, also being done by PlaceWorks. The Community Plan was recently completed, and the General Plan is scheduled to be completed in Fall of 2022.

Task 7 Deliverables: Administrative Draft, Public Review Draft Southwest Modesto Plan Public Meetings and Adoption
In this task, PlaceWorks will coordinate the presentation of the Southwest Modesto Plan with City staff. We will help present the Plan to both the Planning Commission and City Council and be available to answer questions.

Task 8 Deliverables: Planning Commission and City Council Presentations; Final Southwest Modesto Plan Optional Task: Feasibility Analysis of One Opportunity Site As an optional task, EcoNW will conduct a pro forma based financial feasibility assessment of one of the development concepts as a case study on an opportunity site. This analysis would include an analysis of prevailing market conditions and utilize programming inputs from the development concepts with respect to size, units, scale, phasing, and use. #2..
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RESUMES
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BRUCE BRUBAKER, LEED AP
Principal, California Licensed Architect

EDUCATION
» Master of Architecture, University of
California, Berkeley
» Residential Course, International
Laboratory for Architecture and
Urban Design, Siena, Italy
» BS, Architecture, California
Polytechnic State University, San Luis
Obispo

REGISTRATIONS
» California Licensed Architect
#C22756

CERTIFICATIONS
» Leadership in Energy and
Environmental Design Accredited
Professional

AFFILIATIONS
» US Green Building Council
» Urban Land Institute
» Congress for the New Urbanism
Team member since 2006
Bruce has spent over 25 years shepherding urban design and architecture projects from conceptual designs through construction for public, commercial, and residential projects. His work has ranged in scale from regional blueprint plans to detailed multimodal street design projects. He is very interested in the middle scale of station area plans, downtown plans, and neighborhood plans, and he brings his understanding of the very small and the very big to the careful, complicated work of developing visions that generate excitement while being feasible in the real world.

Bruce is well known for innovative planning and design work on transit-oriented development projects in northern and southern California, and he is an accomplished practitioner of the principles of Crime Prevention Through Environmental Design (CPTED).

HIGHLIGHTS OF EXPERIENCE

TRANSIT-ORIENTED DEVELOPMENT
» Millbrae Station Area Specific Plan, Millbrae CA
» Ventura/Kings Canyon Corridor Revitalization Project, Fresno County CA » Gilroy High-Speed Rail Station Area Plan, Gilroy CA
» Bergamot Area Plan, Santa Monica CA
» Fresno Southwest Specific Plan and Program EIR, Fresno CA » West Downtown Walnut Creek Specific Plan and EIR, Walnut Creek CA » Antelope Crossing Transformation Project, Citrus Heights CA » Ravenswood/Four Corners Specific Plan and EIR, East Palo Alto CA » Hillsdale Station Area Plan, San Mateo CA
» Upland Downtown Specific Plan, Upland CA
» Southeast Greenway GPA, Rezoning, and EIR, Santa Rosa CA » Bay Fair BART Station Area Improvement Plan, San Leandro CA » Area Two Concept Plan, Newark CA
» Santa Rosa Downtown Station Area Specific Plan, Santa Rosa CA

DOWNTOWN, NEIGHBORHOOD, AND AREA PLANS
» Ceres Downtown Specific Plan and EIR, Ceres CA
» West Broadway Urban Village Specific Plan, Seaside CA » San Antonio Precise Plan, Mountain View CA
» Suisun City Development Feasibility Analysis, Suisun City CA » Kentfield College Avenue Vision Plan, Kentfield CA
» Point Arena Action Plan, Mendocino County CA
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BRUCE BRUBAKER
Principal
[email protected]
» Southwest Chico Neighborhood Plan, Chico CA
» California Avenue Master Plan, Fresno CA
» Downtown Gilroy High-Speed Rail Station Area Plan, Gilroy CA » Laytonville Traffic Calming and Downtown Revitalization: Planning for a Livable Community, Mendocino County CA

COMPLETE STREETS DESIGN AND MULTIMODAL PLANNING
» Central County Complete Streets, Alameda County CA
» MTC West San Carlos Master Streetscape Plan, San Jose CA » Harrison Street Corridor Plan, Oakland CA
» City of Alameda Community-Based Transportation Plan, Alameda CA » Santa Rosa Avenue Corridor Plan, Santa Rosa CA
» Regional Blueprint Planning Public Involvement and Outreach, Mendocino CA » Palm Springs Airport Shuttle Demonstration Project, Palm Springs CA

SITE PLANNING AND DESIGN
» Calpella Community Design Project, Mendocino County CA » Waterman Gardens Master Planning, San Bernardino CA
» Onizuka AFS Redevelopment Plan, Sunnyvale CA
» Davis Tools of Engagement/Concept Plans, Davis CA
» Miraflores Housing Development Site Plan and EIR, Richmond CA » Integrated Site Development Plan, Petaluma CA
» Downtown Infill Conceptual Building Designs, Lafayette CA » Marinwood Village Master Plan, San Rafael CA
» Urban Farm Design Service, Treasure Island, San Francisco CA » Tenaya Lodge Expansion Permitting and Site Planning Services, Mariposa County CA

COMPREHENSIVE PLANS
» Menlo Park General Plan and Zoning Update, Menlo Park CA » Vacaville General Plan Update and EIR, Vacaville CA
» Capitola General Plan Update and EIR, Capitola CA

SPEAKING ENGAGEMENTS
» “Not All TODs Are Alike,” 2010 APACA State Conference, Carlsbad CA AWARDS
» 2011 Comprehensive Planning Award for a Small Jurisdiction, APACA Central Section, Ceres Downtown Specific Plan
» 2010 SMART Ideas Competition Urban Design Award, AIA Redwood Empire Chapter and the Leadership Institute for Ecology and the Economy, Refarming Suburbia
» 2010 Focused Issue Planning Award, APACA Northern California Section, Bay Fair BART Station Area Improvement Plan
» 2008 Merit Award, APACA Northern California Section, Santa Rosa Downtown Station Area Specific Plan
» 2008 Honor Award, APA California Chapter, California Avenue Master Plan » 2010 Residential Preservation Award, Berkeley Architectural Heritage Association, Hurtig House
» 1990 Second Place, St. Vincent’s/Silviera Design Competition » 1991 Honorable Mention, Vietnam Women’s Memorial Competition » 1988 First Place Thomas Church Award, University of California, Berkeley

LEADERSHIP AND COMMUNITY
» Trails for Richmond Action Committee, Vice Chairman
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JANET CHANG, AICP
Senior Associate
Janet is recognized for her ability to think both creatively and analytically about projects and for her skills in design, plan writing, virtual and in-person community outreach and engagement, workshop facilitation, and project management. She has a strong understanding of placemaking and strives toward fostering vibrant communities that incorporate quality development and multimodal accessibility.

Janet has robust experience in developing and managing Specific Plans for projects across California. She was the project manager for the Healdsburg North Entry Area Plan and Southwest Fresno Specific Plan.

HIGHLIGHTS OF EXPERIENCE

URBAN DESIGN AND SPECIFIC AREA PLANS
» Greater Higgins Area Plan, South Nevada County CA
» Serramonte Del Rey Precise Plan, Daly City CA
» Butte County Upper Ridge Community Plan, Butte County CA » North Entry Area Plan, Healdsburg CA
» Specific Plan for the Concord Naval Weapons Station, Concord CA » Southwest Fresno Specific Plan, Fresno CA
» Downtown Gilroy High-Speed Rail Station Area Plan, Gilroy CA

MULTIMODAL STREET PLANNING
» Centerville Complete Streets Project, Fremont CA
» Central County Complete Streets Implementation Plan, Alameda County CA » Highest and Best Use Curb Study, Emeryville CA
» Active Transportation and Safe Routes to School Plan, Avenal CA

OUTREACH AND ENGAGEMENT
» Hopkins Corridor Traffic and Placemaking Study, Berkeley CA » Fremont Boulevard Smart and Safe Corridor, Fremont CA » Downtown Parking Study, San Bruno CA

EDUCATION
» Master of City Planning,
Massachusetts Institute of
Technology
» BA, Architecture,
University of California, Berkeley

CERTIFICATIONS
» American Institute of Certified
Planners

AFFILIATIONS
» American Planning Association
Team member since 2015
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JANET CHANG
Senior Associate
[email protected]
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CHARLIE KNOX, AICP
Principal

EDUCATION
» MA, Communications,
University of Washington, Seattle
WA
» BA, English, Whitman College, Walla
Walla WA

CERTIFICATIONS
» American Institute of Certified
Planners

AFFILIATIONS
» American Planning Association
» Bay Area Planning Directors
Association
Team member since 2013
Charlie has more than 30 years of experience in public and private sector land use planning. He has a thorough understanding of how to manage and coordinate staff and consultant efforts to best serve municipal staff, citizens, City Councils, and commissions. Charlie‘s expertise includes shepherding high-profile projects through the entitlement process. He also specializes in developing sustainability and renewable energy initiatives, and in securing funding for their implementation. Prior to joining PlaceWorks, Charlie led the City of Benicia Public Works and Community Development Departments and used innovative leadership to provide superior customer service to residents despite resource constraints.

HIGHLIGHTS OF EXPERIENCE

COMPREHENSIVE PLANNING
» Menlo Park General Plan and Zoning Update, Menlo Park CA » Stockton 2035 General Plan Update, Stockton CA
» Vallejo Integrated Revitalization Program and Comprehensive General Plan Update, Vallejo CA
» Livermore Housing Element Implementation and Environmental Review, Livermore CA
» Marin Countywide Plan, Marin County CA
» Ventura General Plan, San Buenaventura CA
» Pleasant Hill General Plan, Pleasant Hill CA
» Morgan Hill General Plan, Morgan Hill CA
» Citrus Heights General Plan, Citrus Heights CA
» Cotati General Plan Background Report, Cotati CA
» Sonoma General Plan and EIR, Sonoma CA

SPECIFIC PLANS AND ZONING
» Oroville Sustainable Code Update and Climate Action Plan, Oroville CA » Marinship Specific Plan Assessment and Evaluation, Sausalito CA » Benicia Downtown Mixed Use Master Plan, Benicia CA
» Cotati Downtown Specific Plan, Cotati CA
» Morros Area Specific Plan, San Luis Obispo County CA
» San Miguel County Land Use Code, San Miguel County CO

ENTITLEMENTS
» Fourth and University Project, Berkeley CA
» Bayside Village Project, Hercules CA
» Mountain Village Subdivision (Now Incorporated), Telluride CO » Aldasoro Ranch Subdivision, Telluride CO
» Lawson Hill Mixed-Use and Affordable Housing Subdivision, Telluride CO » Telluride Ski Area Expansion, Telluride CO

MUNICIPAL ADMINISTRATION
» Benicia Strategic Plan, Benicia CA
» City of Benicia/Solano County GIS Data-Sharing Platform, Benicia CA #2..
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CHARLIE KNOX
Principal
[email protected]

PUBLIC WORKS PROJECTS
» Telluride/Mountain Village Gondola Transportation System, Telluride CO » Benicia High School Traffic Signal and Safety Enhancement Project, Benicia CA » Interstate 780 Rose Drive Overcrossing Project, Benicia CA » Benicia/Martinez Bridge-Bay Area Ridge Trail Connector, Benicia CA » SolTrans Route 78 and Pedestrian Safety Support Project with the Solano Transportation Authority, Benicia CA

SUSTAINABILITY INITIATIVES
» Sustainable Communities Strategy Base-Case Scenario and Implementation Project, Monterey Bay Area CA
» Vulnerability Assessment and Adaptation Plan, Benicia CA » Renewable Energy and Conservation Project, Benicia CA » Electric Vehicle Fast Charger and Solar Battery Backup Project, Benicia CA » Valero Benicia Refinery Flue Gas Scrubber, Benicia CA » Valero/Good Neighbor Steering Committee Settlement Agreement, Benicia CA » Benicia Boatyard Marine Debris Cleanup, Benicia CA

PUBLICATIONS
» California General Plan Glossary, Governor’s Office of Planning and Research, 1991

SPEAKING ENGAGEMENTS
» Panelist, “The Future of Smart Cities,” Redefining Mobility Summit, San Ramon, CA 2017
» “Planning 2.0: The Drivers of Regional and Global Change and Land Use Innovation,” Plenary Lunch, 2015 APA California Annual Conference, Oakland CA » “Company Town 2.0: How Facebook and Google are Rethinking the Corporate Campus,” Mobile Workshop, 2015 APA California Annual Conference, Oakland CA » The Elephant NOT in the Room: Documenting the Silent Majority, 2014 League of California Cities Annual Conference, Los Angeles

LEADERSHIP & COMMUNITY
» Bay Area Planning Director’s Association, Steering Committee Member, 2006 to Present
» Association of Bay Area Governments, Regional Planning Commissioner, 2009 to 2011

TEACHING
» “GIS for Planners,” Cal Poly San Luis Obispo, 2000 to 2003 AWARDS
» 2019 APA CA Statewide and Sacramento Valley Section, Comprehensive Planning Award: Large Jurisdiction, Envision Stockton 2040 General Plan » 2018 APA CA Northern Section, Comprehensive Planning Award: Large Jurisdiction, Propel Vallejo General Plan 2040
» 2013 Green California Leadership, Benicia Renewable Energy Project » 2011 California Preservation Foundation, Benicia Historic Context Statement » 2010 California State Legislature Transportation Safety Project, Rose Drive Bridge » 2008 APA National Planning Excellence Award for Implementation, Marin Countywide Plan
» 2008 APA CA Comprehensive Planning, Marin Countywide Plan » 2008 Form Based Codes Institute, Downtown Benicia Master Plan » 2001 APA CA Outstanding Planning, Citrus Heights General Plan » 1999 National Association of Counties, Watershed Protection » 1998 US EPA Environmental Achievement, Watershed Protection » 1993 US EPA Outstanding Achievement, Wetlands Protection » 1992 APA Colorado Outstanding Planning, Wetlands Regulations #2..
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SCOTT ASHLOCK, ASLA
Associate Principal
Scott’s background in architecture and landscape architecture and his savvy technological skills make him well versed in the nuts and bolts of design. He is adept at tackling a variety of complex issues, but his passion lies with landscape architecture and how to address the natural and built environment, from large master-planned communities to specific site designs. Scott’s interest in exploring communities led him across the nation and to Europe and the Mediterranean. He uses this experience to introduce new or different ways of problem solving for designs. He incorporates principles of Asian landscape design; drought-tolerant landscapes; California native plantings; and demonstration, educational, and healing gardens. His vigorous desire to expand his knowledge and the multifaceted perspective he gained from other cultures and cities make his approach to any project exciting and remarkable.

Scott’s skill with Adobe Creative Suite, ArcGIS, AutoCAD, 3DS Max, and SketchUp has made him a “wearer of many hats.” He also has extensive experience handling construction documents, planting plans, and site designs and has worked with contractors and crews to ensure that the design intent and vision of a project are captured. Scott develops creative design solutions and carries them forward from concept to project completion. For CEQA/NEPA documentation, he leads his group’s efforts in Visual Impact Analysis, which consists of visual simulations and shade & shadow and light & glare analyses, with capabilities in drone photography and videography.

HIGHLIGHTS OF EXPERIENCE

MASTER PLANS
» Irvine Company Community Master Planning | Irvine CA
» Tesoro Viejo Master Plan | Madera CA
» Skyline Ranch Master Plan | Los Angeles County CA
» Berge Val Vista Master Plan | Gilbert AZ
» Waterston Master Plan | Gilbert AZ
» Brookside Master Plan | Walnut CA
» Lost Canyon Master Plan and video modeling simulation | Simi Valley CA » Daybreak Reno Master Plan and video modeling simulation | Reno NV » Natomas Meadows Master Plan | Natomas CA
» Hawks Ridge Master Plan | Duvall WA
» Tesoro Del Valle Master Plan | Los Angeles County CA
» Mission Bay Park Master Plan Amendment | San Diego CA » Centennial New Town Master Plan | County of Los Angeles CA » Newhall Ranch Master Plan | County of Los Angeles CA
» Calimesa Creek Master Plan | Calimesa CA

SPECIFIC PLANS AND OTHER PLANNING SERVICES
» Westminster Mall Specific Plan | Westminster CA
» Millerton Lake Specific Plan | Fresno County CA
» West Ming Specific Plan | Bakersfield CA
» Meadowood Specific Plan | San Diego County CA
» Angels Crossing Specific Plan | Stanislaus County CA

EDUCATION
» BS, Landscape Architecture, California
State Polytechnic University, Pomona

REGISTRATIONS
» Licensed Landscape Architect in
California, No. 6177

AFFILIATIONS
» Urban Land Institute
» American Society of Landscape
Architects
Team member since 2011
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SCOTT ASHLOCK
Associate Principal
[email protected]
» Butterfield Specific Plan | Banning CA
» South West Village Specific Plan | San Diego CA
» NorthLake Specific Plan | Los Angeles County CA
» De Anza Park Revitalization Plan | San Diego CA
» Tesoro Viejo Site Planning| Madera CA
» Greenspot Specific Plan | Highland CA
» CollegeTown Specific Plan | Fullerton CA
» French Valley Specific Plan | County of Riverside CA
» Garrett Ranch Specific Plan | Hemet CA
» Mill Creek Specific Plan | Chino CA
» Arbor Vista Specific Plan | Temecula CA
» Renaissance Specific Plan | Rialto CA
» Seven Oaks Business Park Design Guidelines | Bakersfield CA » March Airforce Base Joint Powers Association Design Charrette | Riverside CA » Carmenita Truck Center Planning Services | Santa Fe Springs CA » Desert Horizons Community Amenity Planning | Indian Wells CA

CORRIDOR PLANNING AND TRANSIT-ORIENTED DEVELOPMENT
» San Bernardino Transportation-Oriented Development | San Bernardino CA » Beach Boulevard Corridor Fly-through Model | Buena Park CA » Highland Baseline Corridor Fly-through Model | Highland CA » Harbor Boulevard Corridor Plan and Vision | Santa Ana CA

VISUAL IMPACT ANALYSIS
» Yorba Linda High School Pool Lighting | Yorba Linda CA » The Forum Lighting and View Shed Analysis | Inglewood CA AWARDS
» 2016 Innovation in Green Community Planning for the Tesoro Viejo Plan | APACA, Central Section
» 2010 Water Feature Design Competition | Aquatic Technologies #2..
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AMY SINSHEIMER, AICP
Senior Associate

EDUCATION
» MA, City and Regional Planning
Cal Poly San Luis Obispo
» BS, Conservation and Resource
Studies, University of California,
Berkeley

CERTIFICATIONS
» American Institute of Certified
Planners #021534

AFFILIATIONS
» American Planning Association
» California Nativve Plant Society
Team member since 2018
Amy has over 15 years of experience managing and preparing long-range planning and policy documents, with a specialty in housing. She has significant experience in public outreach for complex projects involving multiple agencies, stakeholders, and team members. Amy prepared housing elements during the 3rd, 4th, 5th, and 6th cycles and has worked closely with staff at the California Department of Housing and Community Development to achieve certification for her clients. In the 5th cycle alone, she worked on more than 30 housing elements in the 5th cycle. Amy has also prepared housing element program implementation documents. She also has extensive zoning experience, including the preparation of conventional, form-based, and hybrid zoning codes, as well as zoning regulations in California’s coastal zone.

HIGHLIGHTS OF EXPERIENCE
» Arroyo Grande Housing Element Update, Arroyo Grande CA » Grover Beach Housing Element Update, Grover Beach CA
» Plan Morro Bay, Morro Bay CA
» Morro Bay Housing Element Update, Morro Bay CA
» Tuolumne County Zoning Code Update, Tuolumne County CA » Pismo Beach Low-Cost Visitor-Serving Accommodation Study, Pismo Beach CA » Pismo Beach Housing Element Update, Pismo Beach CA
» San Luis Obispo County General Plan Housing Element Update, San Luis Obispo CA » Needles Mid-Cycle Housing Element, Needles CA
» Oxnard Housing Element Update, Oxnard CA
» South Lake Tahoe Housing Element Update, South Lake Tahoe CA

PRIOR EXPERIENCE

HOUSING ELEMENT UPDATES
» Amador County
» City of Arroyo Grande
» City of Auburn
» City of Biggs
» City of Compton
» City of Crescent City
» City of Dixon
» Town of Fairfax
» City of Grover Beach
» City of Ione
» City of Jackson
» Kern County
» Lassen County
» City of Lodi
» Town of Mammoth
Lakes
» City of Marysville
» City of Morro Bay
» City of Needles
» City of Orland
» City of Oxnard
» Town of Paradise
» City of Pismo Beach
» City of Plymouth
» City of Ridgecrest
» City of Riverside
» Riverside County
» San Luis Obispo County
» Solano County
» City of Soledad
» City of South Lake Tahoe
» Stanislaus County
» City of Sutter Creek
» City of Temecula
» Trinity County
» City of Wasco
» City of Yreka
» City of Yuba City
» Yuba County
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AMY SINSHEIMER
Senior Associate
[email protected]
HOUSING IMPLEMENTATION – ZONING ORDINANCE AMENDMENTS
» City of Holtville
» City of Marysville
» City of Monterey
» City of Morro Bay
» City of Oxnard
» City of Riverside

OTHER PROJECTS
» Kern County Consolidated Plan and Analysis of Impediments to Fair Housing, Kern County CA
» Stanislaus County Consolidated Plan and Analysis of Impediments to Fair Housing, Stanislaus County CA
» Monterey Short-Term Rental Analysis, Monterey CA
» South Lake Tahoe Vacation Home Rentals Socioeconomic Impact Study, City of South Lake Tahoe CA
» Morro Bay General Plan and Local Coastal Program, Morro Bay CA » Lancaster Community Homelessness Plan, Lancaster CA
» Beverly Hills Affordable Housing Assistance and Program Guidelines, Beverly Hills CA » San Luis Obispo Subdivision Regulations, San Luis Obispo CA » San Luis Obispo Downtown Concept Plan, San Luis Obispo CA AWARDS
» 2011 Best Public Participation/Education Program Award, APA AZ, Flagstaff Zoning Ordinance Update
» 2011 Driehaus Award for Excellence in Writing and Implementation of FormBased Codes, Form-Based Codes Institute, Livermore Development Code Update #2..
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Chris Blakney, Project Director
Chris joined ECONorthwest as a Project Director in 2019. Chris’ professional expertise is established at the cross-section of development economics and economic development. Chris works with a range of public and private sector clients to develop strategic actions that address challenging policy questions around affordable housing, land use, economic development, and growth management.

Prior to joining ECONorthwest, Chris served as an in-house economist for a leading Architecture & Engineering firm advising architects on the economics of design alternatives. Chris has been an active member of the International Economic Development Council, the Urban Land Institute, and the Commercial Real Estate Development Association (NAIOP).

REPRESENTATIVE PROJECTS
Chris has served as Project Director on the following projects, unless otherwise noted:
§ 2021–2029 Housing Element Update—Alhambra, CA (Ongoing).

Chris is leading the 6th Cycle Housing Element Update for the City of Alhambra. Serving as Project Director of the analysis, Chris is leading stakeholder outreach and is overseeing the project. § Comprehensive Affordable Housing Strategy—Bakersfield, CA (Ongoing). Chris is leading a project for the City of Bakersfield to develop a comprehensive affordable housing strategy and housing production programs. Project components include establishing an affordable housing trust fund, and developer fee assistance program, an affordable ADU program, and spatial analysis of naturally occurring affordable housing and affordable housing site suitability. § Affordable Housing Strategy—Brisbane, CA (Ongoing). Chris is currently leading a project in Brisbane to assess affordable housing strategies. The project is assessing the interaction of the City’s inclusionary housing and density bonus ordinances and community benefits agreement negations with the developer of a new district in the Baylands Subarea.
§ University Village Market Analysis—Redlands, CA (Ongoing).

Chris is the financial market analysis lead for a development team that will be redeveloping the 30-acre University Village site at the University of Redlands.

Education
B.A. Economics (Cum Laude)
Pacific Lutheran University
(Emphasis in Mathematics
and Domestic Policy)
Certificate in Economic
Development, University of
Oklahoma Economic
Development Institute
Years at ECONorthwest: 2
Years in Industry: 17
Areas of Expertise
Economic Opportunities
Analysis
Economic Impact Analysis
Real Estate Market Analysis
Affordable Housing
Housing Element Updates
Employment Site Analysis
Economic Development
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§ 21 Elements California RHNA Support—Portland, OR (Ongoing). Working with Baird + Driskell Consulting and MapCraft, ECONorthwest is evaluating the potential housing unit production and fiscal impacts of 10 different land use and zoning policy changes for 18 jurisdictions in San Mateo County, California. Chris is a strategic advisor for the project and is assisting with strategy framework and fiscal impact analysis. § Parametric Modeling Framework—Gateway Cities COG (Ongoing). Chris is leading ECONorthwest’s team as a sub to IBI Group to provide funding, market, and feasibility analysis to identify opportunity sites and model future development to help the Gateway Cities COG evaluate the efficacy of housing and infrastructure policies contemplated by local jurisdictions within the subregion.
§ Portland Marine Industrial Land Analysis—Portland, OR (Ongoing). In support of the City’s periodic Economic Opportunities Analysis, Chris is currently leading a study of the demand for marine-dependent industrial land along the Columbia and Willamette Rivers.

Our analysis includes an evaluation of marine cargo trends and their influence on land demand characteristics alongside an analysis of the Portland Harbor Land’s competitiveness in meeting identified demand.
§ TriMet Southwest Corridor Planning—Portland, OR (2018-2020). TriMet is currently planning the alignment of a new light rail connection extending from downtown Portland through the southwest quadrant of the metro area. As a part of a larger planning effort to study TOD opportunities along the preferred alignment, Chris assisted in writing a whitepaper evaluating the feasibility of utilizing the sale of air-rights to catalyze higher density development in station areas.
§ Sound Transit Lot P Market Analysis—Bothell, WA (2021). Chris led a market analysis of residential and commercial development forms to assess affordable housing funding alternatives and market penitential on a TOD site in Bothell, WA § Koreatown Market Analysis—Los Angeles, CA (2021). Chris led an analysis exploring redevelopment potential of a TOD site in Los Angeles’ Koreatown District. The analysis evaluated market potential and financial feasibility of varying development programs along with an assessment of potential for TOC density bonuses. § King City TSP and Land Use Refinement—King City, OR (2020). On a team led by DKS, ECONorthwest prepared a market analysis of commercial and residential uses in the King City UR6D Expansion Area. The market study informed the broader TSP study by confirming the market potential and densities for uses identified in the area’s Concept Plan. § Rossman Redevelopment Site Market Analysis—Oregon City, OR (2020). As a part of a master plan effort, Chris led a market analysis studying residential and commercial development opportunities for the redevelopment of a 70-acre landfill site in Oregon City, OR. The project informed negotiations with the City for using Urban Renewal to assist with infrastructure and site remediation.
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Kryn Sausedo, Sr. Project Manager
With over ten years of managing economic development projects in the public sector, Kryn has in-depth knowledge of the unique challenges facing municipalities and the creative approaches that can be utilized to overcome funding gaps and regulatory barriers. He has worked with large brownfield redevelopments, business district revitalization, innovation-sector clusters, multi-family developments, and TOD strategies. In particular, he has utilized various incrementfinanced structures and partnered with public agencies and foundation partners to close project gaps. In recent years he has also applied these creative deal structures to community benefits agreements and workforce development plans.

The economic landscape in 2020 presented a series of severe challenges for small businesses, and Kryn helped oversee programs that worked with businesses, particularly women and BIPOC-owned enterprises, to pivot and adapt to the new business climate.

REPRESENTATIVE PROJECTS
Kryn is currently or has served as a Project Manager on the following projects:
§ COVID-19 Recovery Plan-Statewide, OR (2021-Ongoing). The Oregon Business Development Department ("Business Oregon" or "Department"), with support from the United States Economic Development Administration (EDA), is undertaking a COVID-19 economic recovery plan that will provide a roadmap that guides Business Oregon's efforts in contributing to statewide economic recovery. This includes an in-depth analysis of the regions, industries, and workforce most affected by COVID-19 and strategies for urban and rural communities to return to a more equitable and resilient economy. Best practices from across the country are being woven into the plan and recommendations for how existing state programs could be best leveraged are being developed.
§ WA Business Competitiveness Study—Statewide, WA (2021- Ongoing). Producing a study describing the current conditions of Washington’s Economy, focusing on trends, Business
Competitiveness, and how the state ranks nationally and with comparable regions using key areas of comparison. This study includes an opportunity and threat gap analysis. This effort is predicated on the objectives for Washington’s economy: strong, quality, and equitable growth.

Education
Master of Public
Management, Carnegie
Mellon University, H. John
Heinz School of Public Policy
and Management
B.A. International Studies
University of Wisconsin -
Madison
Years in Industry: 11
Certifications:

Project Management
Professional (PMP)
LEED Green Associate
Areas of Expertise:

Real Estate Investment
Equitable TOD
Public Finance
Value Capture
Economic Development
Increment Financing
Development and
Redevelopment Economics
Infrastructure Funding and
Funding
Urban Renewal
Small Business Development
Community Benefits
Agreements
BIPOC/Women-Owned
Business Support
Business District Support
Brownfield Development
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ECONorthwest 2
§ Better Red Station Area Planning, TriMet—Portland, OR (Ongoing). The overarching purpose of the Better Red Station Area Planning project is to stimulate catalytic projects that will shape growth on the MAX Red Line extending from the Portland International Airport through Downtown Portland to the City of Hillsboro. These projects will build on TriMet's long tradition of Transit-Oriented Development (TOD), with a focus on equitable development outcomes. ECONorthwest is leading a team to complete a range of station area planning projects for prioritized MAX Red Line stations, in partnership with TriMet. These projects will range from joint development feasibility analysis and massing studies to development barriers and community gap analyses.
§ Get Online, Grow Online E-Commerce Program—Pittsburgh, PA (2021). To help small businesses adjust to pandemic restrictions, this program was developed to assist neighborhoodserving businesses to shift to online marketing and sales. This program served over a hundred businesses, with a majority being BIPOC and women-owned businesses. § Max Red Line TOD & Station Area Planning—Portland, OR (2021). This project spans four jurisdictions and eight sites, each with its own history and development context. This project delivered Transit-Oriented Development strategies that anticipate and meet the analysis, iteration, and deliverable needs of stakeholders.
§ Penn Plaza Community Benefits Agreement—Pittsburgh, PA (2019-2020). A nine-acre site that became the focal point in the discussion around development and displacement, this project resulted in a $10M borrowing in which 50% of the funds went to park and affordable housing. § Harvard-Beatty Street Infrastructure and Affordable Housing—Pittsburgh, PA (2018-2020).

Partnered with an affordable housing developer to add 47 residential units to the abandoned surface parking lot. Reviewed project budgets for both sites and was part of a combined project design and review committee—managed the public process of adding two new full-depth streets to unlock the site.
§ East Liberty TRID—Pittsburgh, PA (2015-2020). Helped create and managed Pennsylvania’s only Transit Revitalization Investment District. This TOD project leveraged over $250M in private investment to rebuild a bus-rapid transit station, add surrounding public infrastructure, and fill the funding gap on affordable housing projects. § Beechview Business District Implementation—Pittsburgh, PA (2013-2020). Partnered Managed site disposition process on multiple development projects. The process included underwriting of pro formas to assure project viability. Partnered with community groups, elected officials, and developers to execute a gradual business district revival. Projects included business façade improvements, strategic demolitions, mixed-use development, public art, and the development of a Latinx-focused co-working space.
§ Bakery Square 2.0—Pittsburgh, PA (2011-2019). Secured federal funding and oversaw public infrastructure improvements that unlocked vacant public sites allowing the development of over 400,000 sf of office space for Google and Phillips in the urban core of Pittsburgh. § Hazelwood-Almono TIF District—Pittsburgh, PA (2015-2019). This $80M redevelopment area and TIF district have helped a 178-acre former steel mill site to transform into an advanced manufacturing hub with over 260k in flex-industrial space. Participation included a review of public and private investments onto the site. Assistance with TIF requirements and state grants was ongoing over many years.
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Oscar Saucedo-Andrade, Project Associate
Oscar joined ECONorthwest as a project associate in 2019. He specializes in transportation and land use planning, research, and policy analysis, across a variety of economic, social, and urban development projects. Prior to joining ECONorthwest, Oscar worked in the Transportation Department for the City of Boulder, where he specialized in spatial and data analysis, graphic design, multimodal transportation planning, and community involvement. His recent work experience includes demographic and data analysis and equitable economic development for the City of Portland.

REPRESENTATIVE PROJECTS
Oscar has served as Project Associate on the following projects, unless otherwise noted:

Real Estate Analytics
§ West Seattle & Ballad Light Rail Link Extension—Seattle, WA (Ongoing). Analyzing TOD opportunities and development
feasibility to support transit and agency joint development efforts for disposal of transit right-of-way for the development of affordable housing.
§ Seattle Design Review Program Evaluation—Seattle, WA (2019).

Project Manager. Analyzed land use and design review process for private development projects to evaluate effects of a newly passed ordinance intended to reduce review and to permit time. Key recommendations include identifying opportunities for
improvements in the development review process.
§ 47 N Business Park Feasibility—Cle Elum, WA (2019).

Project Manager. Analyzed commercial potential that could be built on a master-planned community. Developed a conceptual site plan of potential uses.
§ Portland Neighborhood Rent Model—Portland, OR (2019).

Developed a tool to identify parcels in the Portland MSA with opportunities for residential redevelopment based on allowable development entitlements and forecasted rents.

Education
M.U.R.P. Portland State
University
B.EnvD. Sustainable Planning
and Design, University of
Colorado Boulder
Years at ECONorthwest: 2
Years in Industry: 6
Areas of Expertise:

Transportation
Land Use Planning
Housing Policy Analysis
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Community and Economic Development
§ Normandy Park Economic Assessment—Normandy, WA (Ongoing). Providing market analysis, opportunities, and barriers assessment, and recommendations for the City of Normandy to encourage local retail and commercial investment at key commercial centers. § Hillsboro Block 67 Housing Analysis—Hillsboro, OR (Ongoing).

Conducting market analysis to help the City of Hillsboro identify development opportunities for Block 67 in its Downtown core. A financial feasibility analysis will also help the City understand any financial barriers and possible regulatory incentives for achieving its desired development goals.
§ Grand Ronde Casino Feasibility—Wood Village, OR (Ongoing).

Providing market analysis and conduct a community and municipal impacts study for a proposed tribal casino.
§ Tigard Washington Square Regional Center Update—Tigard, OR (Ongoing).

Co-Project Manager. Providing market analysis, feasibility analysis, land use code audit, and residential displacement analysis to update land use and regulatory framework for the regional center.
§ Wailuku—Kahului TOD Corridor Planning—Kahului, HI (Ongoing).

Providing market analysis and affordable housing analysis to inform strategies and programs for economic development and increasing affordable housing in the TOD corridor. The market analysis will also help inform future development opportunities as well as funding strategies and partnerships to move the plan’s vision to reality. § Kent Industrial Valley Subarea Plan—Kent, WA (2021). Evaluated policy options and conducted land use analysis to provide recommendations to revise use allowances and development standards in the Kent Valley Industrial District. § Affordable Housing for Active-Duty Service Members—Lakewood, OR (2020). Provided support for a housing needs assessment for active-duty service members in the Joint Base Lewis-McChord military installation.
§ Juniper Ridge Market Assessment—Bend, OR (2020). Provided market analysis, opportunities and barriers assessment, and a development strategy framework for an employment subarea in the City of Bend.
§ Prosper Portland Neighborhood Prosperity Network Economic Development Assessment—Portland, OR (2020). Project Manager. Conducted market analysis and evaluating opportunities for equitable economic development in seven priority neighborhood commercial districts. Provide program and investment recommendations to districts and Prosper Portland to advance equitable economic development goals. § Grants Pass Area-Wide Brownfields Plan—Grants Pass, OR (2019). Provided market analysis and redevelopment strategies for an employment subarea in the City of Grants Pass. Conducting development feasibility analysis of industrial development prototypes to inform a funding and redevelopment strategy.
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Oct 2020
Jennifer Cannon, Project Manager, Planner
Jennifer is a Project Manager and dynamic Planner at ECONorthwest with 15 years of experience working in the public and private sectors on environmental, community development, and land planning projects. Jennifer specializes in equitable housing development, policy evaluation, economic development, and land use and transportation planning. At ECONorthwest, she has led numerous projects analyzing policies and developing strategic plans to support affordable housing and missing middle housing development, economic development, community resiliency, and equitable transitoriented development. She has helped dozens of jurisdictions develop Housing Action Plans and is currently serving as an advisor for the AARP Livable Communities Program. Jennifer was a Policy Analyst for Kitsap County and a Senior Planner at the Tahoe Regional Planning Agency, where she led robust community engagement emphasizing inclusive involvement and successfully achieved major plan updates covering diverse topics, including land development regulations. Jennifer is a certified planner and GIS professional and currently serves as a county representative for a local chapter of the American Planning Association.

REPRESENTATIVE PROJECTS
Housing
§ Redmond Housing Action Plan—City of Redmond, WA (2021).

Jennifer managed the completion of a housing inventory and market analysis assessing housing needs. We engaged communities on housing issues to inform decision-making and build community awareness (focus groups, online survey) and analyzed existing housing policies/programs to inform action. An action plan was developed based on robust housing needs analysis, policy evaluation, and public input and it was approved ahead of schedule. § Bonney Lake/Sumner Housing Action Plan—Cities of Bonney Lake and Sumner, WA (2020-2021). In partnership with LDC, ECONorthwest prepared a housing needs assessment to inform how best to meet future housing demand. Supported ongoing stakeholder group engagement, analyzed different housing program options quantitatively and qualitatively, and developing strategies for the housing action plans.

Education
M.P.H. College of Public
Health and Health
Professions,
University of Florida
M.U.R.P. College of Design,
Construction and Planning,
University of Florida
B.A. Environmental Policy
and Planning, Huxley
College of the Environment,
Western Washington
University
Years at ECONorthwest: 2
Years in Industry: 15
Certifications
AICP
FEMA Emergency
Preparedness
GIS Professional
Areas of Expertise
Housing Affordability
Land Use/Community
Planning
Policy/Program
Development
Transportation Planning
Public Engagement
Economic Development
Environmental Planning and
Review
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ECONorthwest 2
§ Oregon Agriculture Worker Housing Study—Oregon Housing and Community Services (OHCS)—various counties in Oregon (2019- Ongoing). As a part of an interdisciplinary team led by Stramberger Outreach Consulting, ECO is assisting OHCS by analyzing current information on housing needs and barriers of agricultural workers in a specific four-county area including Hood River, Marion, Morrow, and Yamhill Counties. The purpose of this study is to understand the agricultural worker and employer perspectives and needs, assess the current housing gap and future gap (next five years), highlight best practices for successful agricultural workforce housing projects, and develop recommendations for housing need by county and to address ways to reduce barriers to housing access, and support potential partnerships to address housing needs. ECO helped develop the research plan for interviewing farmworkers and employers and is supporting the analysis of data to describe farmworker housing needs and gaps and development of recommendations. § University Place Housing Action Plan—University Place, WA (2020–2021). In partnership with LDC, ECO delivered a housing needs assessment analyzing population, commuting, housing, and employment trends and projections. Developed housing action plan strategies to increase housing variety addressing unmet needs, support the City's participation in a regional affordable housing consortium, and equitable transit-oriented development.

Jennifer served as the ECONorthwest project manager for this project. § Tukwila Housing Action Plan—Tukwila, WA (2020–2021). ECO assessed housing needs and gaps based on community, the housing market, commuting, and job trends. Assessed the existing plans and policies associated with housing to inform actions. § Auburn Housing Action Plan—Tukwila, WA (2020–2021). ECO assessed housing needs and gaps based on community, the housing market, commuting, and job trends. We also assessed the existing plans and policies associated with housing to inform areas of improvement and needed housing actions and highlighted Comprehensive Plan updates to consider, based on the Housing Action Plan work.
§ Burien Housing Action Plan—Burien, WA (2020–2020). ECO assessed population, commuting, and employment trends and projections and different strategies to increase housing variety and meet needs. We supported the environmental review of strategies. § City of Tacoma Disparity Study—Tacoma, WA (2021). The City was seeking to answer two important housing equity questions. First, they wanted to better understand the disparity in homeownership by race. Secondly, they wanted to know whether the homeownership assistance programs that are offered are successfully reducing racial housing inequities and serving their intended audiences. To address these questions, the team has analyzed homeownership disparities, interviewed stakeholders, and developed recommendations based on an equity lens approach. Jennifer served as the project manager for this project. #2..
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DEEPAK KAUSHIK, PE
Project Manager
Innovating Through Informatics™ Iteris, Inc. | 1
Mr. Kaushik serves as an Associate Vice President for Iteris’ Transportation Systems division and has been with the firm since September 2008. He has over 16 years of transportation planning and engineering experience, which includes transportation systems analysis, multimodal mobility planning, highway operations, traffic safety, and travel-demand modeling. He enjoys the technical aspects of the projects he manages, but also embraces the interaction with stakeholders, city officials, and the public. Most of all, he welcomes the challenge of finding solutions that improve mobility for all users.

Deepak enjoys singing karaoke, doing his best rendition of 80’s and 90’s hits whenever he can.

Project Experience
Murrieta Focused General Plan Update – City of Murrieta, CA Mr. Kaushik is currently serving as the Project Manager for preparation of the Traffic Impact Analysis as part of the City of Murrieta’s Focused General Plan Update (GPU). The focused analysis includes travel-demand modeling and intersection operations evaluation of land use modifications within six focused areas in the City. A new land use designation, Innovation, was introduced as part the Focused GPU. The project’s goals are to provide flexibility in land use planning as well as balancing jobs and housing to reduce long-range Vehicle Miles Traveled (VMT). Mr. Kaushik led the team in coordinating the VMT outputs through the development of a focused Citywide travel-demand model (built off SCAG’s RTP/SCS model).His efforts on the Traffic Impact Analysis will provide the City with long-range intersection mitigation measures to alleviate impacts resulting from the Focused GPU. The project began in October 2018 and will be completed in August 2019.

Beverly Hills Complete Streets Plan – City of Beverly Hills, CA Mr. Kaushik serves as Task Lead for the Complete Streets project for the City of Beverly Hills. The Plan will define and provide guiding policy that will prioritize mobility elements and propose implementation phases for Complete Streets elements. Mr. Kaushik’s responsibilities include leading the development of the draft and final complete streets plan. The project began in October 2017 and was completed in May 2019.

Livable Orange Grove Boulevard – City of Pasadena, CA
Mr. Kaushik serves as Project Manager providing complete streets transportation planning and engineering services on the Orange Grove Boulevard Roadway Reconfiguration project for the City of Pasadena. The project consists of traffic and safety improvements along the 4-mile corridor from Lincoln Avenue to Sierra Madre Villa. Iteris is analyzing the potential traffic and travel time impacts of reducing the current 4-lane roadway down to a 2-lane roadway with buffered bicycle lanes and improved pedestrian facilities. The project began in February 2018 and completed in May 2018.

EDUCATION
BS, Civil Engineering, University of
California, Irvine, 2001

YEARS OF EXPERIENCE
With Iteris: 11 Total: 16

REGISTRATIONS &

CERTIFICATIONS
Civil Engineer (PE)
CA #72838, 2007

CORE DISCIPLINES
Transportation Planning
Multimodal Planning
Travel Demand Modeling
Transit
Did you
know?
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DEEPAK KAUSHIK, PE
Project Manager
Innovating Through Informatics™ Iteris, Inc. | 2
North Santa Monica Boulevard Reconstruction –
City of Beverly Hills, CA
Mr. Kaushik served as a Project Engineer supporting
the evaluation of alternatives and recommended a
concept to the City Council that would allow for the
addition of bicycle lanes and median islands as part
of the project. Visual simulations of the existing and
future conditions along the corridor were used to
illustrate the limited impact of the minor street
widening recommended. As part of design, Iteris led
signing and striping, decorative street lighting, traffic signal modifications at all signalized intersections
and coordinated with IT communication design. The
project began in January 2013 and completed in
June 2017.

Senate Bill 743 Mitigation Measures Analysis, Los
Angeles County Metropolitan Transportation
Authority (Metro) – Los Angeles County, CA
Mr. Kaushik served as Project Manager analyzing
potential impacts under a new Vehicle Miles
Traveled (VMT) metric to previously certified
Environmental Impact Reports (EIRs) where Metro
is/was the Lead Agency. This effort addressed the
State of California, Office of Planning and Research’s
(OPR) update to California Environmental Quality Act
(CEQA) Guidelines pursuant to Senate Bill 743, which
would change the transportation impact analysis
methodology from Level of Service (LOS) to VMT
under CEQA. Iteris evaluated six case studies
assembled by Metro under the VMT metric, and
assisted with making judgments regarding
determining and assigning mitigation measures to
the projects. The project began in September 2017
and completed in March 2018.

Ontario Airport Northwest Cargo Intelligent
Transportation System (ITS), Ontario International
Airport Authority (AIAA) – Ontario, CA
Mr. Kaushik serves as Project Manager preparing a
traffic impact study, as part of an environmental
planning team, for the OIAA. The study is evaluating
the potential traffic impacts of constructing a new
cargo facility on a 51-acre site located in the
northwest corner of the airport. The analysis will
evaluate the effects of new truck (delivery) and
passenger vehicle (employee) trips associated with
the project within the study area (Grove Avenue,
Vineyard Avenue, Archibald Avenue, Haven Avenue).

The project began in December 2017 and completed
in July 2018.

Santa Monica High School (SamoHi) Transportation
Services, Santa Monica-Malibu Unified School
District (SMMUSD) –Santa Monica, CA
Mr. Kaushik serves as Project Manager of the traffic
study for the SamoHi Campus Plan (SCP). He is
leading the Iteris team in evaluating near-term and
long-range traffic impacts as they relate to the
overall project goal of upgrading the entire campus,
updating the SMMUSD’s Civic Center Joint Use
Project (CCJUP), and developing long-term strategies
to ensure the SamoHi campus is fully integrated into
the surrounding communities. The project began in
November 2012 and completed in January 2019.

I-215/Keller Road Interchange PA/ED Project – City
of Murrieta, CA
Mr. Kaushik serves as Project Manager for the Traffic
Operations Analysis of a new interchange along I-215
at Keller Road. Long-range traffic volumes for the
analysis were developed using the City of Murrieta
travel-demand model. Management of the project
has include working with the project design team to
develop the interchange alternatives that result in
the most efficient flow of traffic, as well as
presenting results to Caltrans. The project began in
January 2015 and completed in December 2016.

Griffith Park Circulation and Parking Study – City of
Los Angeles, CA
Mr. Kaushik served as Task Manager for the
evaluation of traffic/circulation conditions within
Griffith Park in the City of Los Angeles. Iteris
evaluated vehicle, shuttle bus, bicycle, and
pedestrian circulation conditions within Griffith Park, as part of a study to mitigate traffic congestion and
improve multimodal accessibility while protecting
the natural environment and urban wilderness
identity. Important responsibilities included
recommending multimodal improvements such as
new bicycle lanes, one-way traffic flow, and angled/
diagonal parking in the vicinity of the Griffith
Observatory. He also led the team in preparation of
conceptual design plans for the intersection,
roadway, and parking enhancements. The project
began June 2015 and completed in June 2018.
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SEAN T. DALY, AICP, PTP
Task Lead
Innovating Through Informatics™ Iteris, Inc. | 1
Mr. Daly serves as a Senior Engineer for Iteris’ Transportation Systems division. He has 19 years of public sector and professional consulting experience in transportation planning and started with Iteris in July 2006. His approach to planning puts people first to ensure access and connectivity rather than barriers and isolation. He is supported by Iteris’ focus on to bring professional planning services to his clients through a broad array of knowledge, expertise and experience in transportation impact analysis; multimodal studies; corridor analysis; analytics; transportation finance; and the regional travel demand model process. Prior to Mr. Daly’s time at Iteris, he was the Transportation Improvement Program Manager at the Boston Metropolitan Planning Organization. Previously located in his native southern California, he now lives in Louisiana. He is the Membership Officer for the APA Louisiana and served on the National Planning Conference Committee as the Mobile Workshop Chair of the 2018 National Planning Conference in New Orleans and is the past Chair of the ASCE Louisiana Transportation and Development Institute.

As an ordained minister of the Universal Life Church, Mr.

Daly has officiated three weddings.

Project Experience
Last-Mile Freight Delivery Study, Southern California Association of Governments (SCAG) – City of Los Angeles, CA
Mr. Daly is the project manager for a multidisciplinary team studying issues of last-mile freight. In an era of Complete Streets planning, accommodation of delivery is often left out of the discussion and process—despite every active land use receives deliveries on a daily basis. The study will provide delivery strategies in areas of limited street space based on the issues encountered in the City of Los Angeles. The process is guided by a Project Advisory Committee composed of government and industry stakeholders who review the technical analysis of GIS screening data, case study location information, field data collection and surveys of local stakeholders. The product of this effort will be a strategy toolbox to address issues of last mile freight delivery in a balanced and informed manner that enhance both goods movement and the other community goals of cities. The study began in April 2017 and is expected to be completed in June 2018
South Bay Measure R Highway Program, South Bay Cities Council of Governments (SBCCOG) – Los Angeles County, CA
Mr. Daly was instrumental in developing the South Bay Measure R Highway Program Implementation Plan which outlines the ongoing process of allocating $900 million in Measure R sales tax revenue to improve highway operations over a 30-year period in the South Bay area of Los Angeles County. This included a process to identify and evaluate eligible projects, estimate cost and schedule, and enable a consensus-driven decision making process to allocate funding. In the second phase of this project, Iteris is performing a program management role, conducting updates to the Implementation Plan, assessing system performance, establishing a nexus of non-highway projects to the highway system operations, and annual budget

EDUCATION
MS, City Planning, University of
Pennsylvania, 2002
BA, Geography, University of
California, Los Angeles, Minor in
Public Policy, 1998

YEARS OF EXPERIENCE
With Iteris: 14 Total: 20

REGISTRATIONS &

CERTIFICATIONS
American Institute of Certified
Planners (AICP)
#021297
Professional Transportation
Planner (PTP)
#23
Transportation Worker
Identification Credential (TWIC®)
ID# 13324485

CORE DISCIPLINES
Transportation Planning
Traffic Engineering & Operations
Goods Movement

AFFILIATIONS
American Planning Association,
Louisiana Chapter Professional
Development Officer (PDO) 2014-
2019, Membership Officer 2020-
present
American Society of Civil Engineers
(ASCE) Transportation and
Development Institute Louisiana
2018/2019 Chair
Did you
know?
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SEAN T. DALY, AICP, PTP
Task Lead
Innovating Through Informatics™ Iteris, Inc. | 2
requests for project funding, monitoring individual
project progress and making recommendations for
project corrections if one is delayed. The project
completed in 2017.

Senate Bill 743 Mitigation Measures Analysis, Los
Angeles County Metropolitan Transportation
Authority (Metro) – Los Angeles County, CA
Mr. Daly served as task leader on this project
analyzing potential impacts under a new Vehicle
Miles Traveled (VMT) metric to previously certified
Environmental Impact Reports (EIRs) where Metro
is/was the Lead Agency. This effort addressed the
State of California, Office of Planning and Research’s
(OPR) update to California Environmental Quality Act
(CEQA) Guidelines pursuant to Senate Bill 743, which
would change the transportation impact analysis
methodology from Level of Service (LOS) to VMT
under CEQA. Iteris evaluated six case studies
assembled by Metro under the VMT metric, and
assisted with making judgments regarding
determining and assigning mitigation measures to
the projects. The project began in September 2017
and completed in March 2018.

OCTA I-605 Katella Avenue Interchange
Improvements PA/ED – Los Alamitos, CA
Mr. Daly was the project manager for the traffic
analysis in support of the Project Approval
Environmental Documentation (PA/ED) phase of the
I-605/Katella Avenue Interchange. The analysis
included development of traffic volumes,
microsimulation analysis of the project corridor, and
identification of operational deficiencies in the
interchange. The project began in September 2016
and completed in September 2018.

Climate Action Plan Vehicle Miles Traveled Analysis
– Various Cities
Mr. Daly served as task leader for vehicle miles
traveled analysis for the Climate Action Plans of the
County of Los Angeles and the Cities of Los Angeles,
La Canada Flintridge, Industry, and Inglewood. As
part of the greenhouse gas inventory for on-road
transportation, the vehicle miles traveled of trips
originating or destined for the jurisdictions was
calculated using the regional travel demand model,
with additional off-model, local street estimates. To
estimate the ability to reduce vehicle miles traveled,
city policies related to transportation were reviewed
and Mr. Daly worked with the Cities to develop
strategies to further reduce Greenhouse Gas (GHG)
emissions from transportation sources by assessing
and quantifying the greenhouse gas reduction
potential of various policies, projects, and programs.

The Inglewood Energy and Climate Action Plan
project received the Award of Merit in the
Innovation in Green Community Planning category at
the 2014 APA LA Awards.

Long Beach 2030 Context-Sensitive Mobility
Element – City of Long Beach, CA
This update to the General Plan identifies the
programs and policies necessary to meet the needs
of the City through the year 2030. It includes the
development of a transit overlay as well as bicycle
and pedestrian elements. Particular attention was
paid to preservation of neighborhoods and the
creation of pedestrian-friendly commercial districts.

Alternative land use plans were tested with a travel
demand model, which was being designed to reflect
transit mode splits associated with transit service
improvements and transit-oriented development
standards. The project began in 2007 and was
completed in 2013.

Jordan Downs Specific Plan and EIR – Watts, CA
Task leader for transportation studies used in
preparation of the Master Plan for the Jordan Downs
public housing complex located in Watts, for the
Housing Authority of the City of Los Angeles
(HACLA). The Specific Plan includes the addition of
approximately 1,100 residential units to the current
700 residential units, along with school site
expansion, park and recreational facilities, mixed-use
development, and retail and light industrial
development. The project includes annexation of
adjacent county land, and a multi-phase
development plan. Iteris is continuing its work for
HACLA with the traffic/transportation Environmental
Impact Report technical study which led to the
funding of the extension of Century Boulevard to
Alameda Street. The project began in 2009 and was
completed in 2011.
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Professional Summary
Sara Allinder, AICP, is a Principal Planner with Provost & Pritchard who has 20 years of experience in both current and long-range planning.

During her career she has been involved in and led the development of multiple general plan and development code updates. She has also provided contract staffing services for numerous local planning agencies throughout the San Joaquin Valley and understands how the policies and regulations developed through general plans and zoning codes are implemented at the counter every day.

Relevant Experience
Long-Range and Implementation Plans
General Plan Update, City of Modesto, California, Assistant Project Manager – Ms. Allinder is currently serving as an Assistant Project Manager for the City of Modesto General Plan Update, the first comprehensive update since 1995. She is working directly with the prime consultant PlaceWorks as part of the management team, coordinating directly with the City project team, participating in outreach activities, and providing support on review of deliverables, including an existing conditions summary for water, wastewater, storm drainage, sold waste, and telecommunications. The project will also include preparation of an environmental impact report.

General Plan Update, City of Fowler, California, Project Director – Ms.

Allinder is currently overseeing a comprehensive update to the City of Fowler’s General Plan. This is the first comprehensive update to the City’s General Plan in forty years and includes a potential expansion of the City’s sphere of influence by about 750 acres. The update will address all recent legislative updates to the requirements for general plans, including air quality, complete streets, fire hazards, military planning, and environmental justice, among other issues.

General Plan Update, City of Elk Grove, California, Assistant Project Manager and Consultant – Ms. Allinder served as the Assistant Project Manager for the update to the City’s General Plan, which included incorporating vehicle miles traveled thresholds and environmental justice. Ms. Allinder subsequently provided consultation services to the prime consultant during the public review and adoption phase of the General Plan Update. A Program EIR was prepared and certified for the adopted General Plan. The Elk Grove General Plan received the APA Sacramento Valley Section Award of Excellence in the category of Comprehensive Plan, Large Jurisdiction.

General Plan Strategic Implementation Work Plan, County of Mariposa, California, Assistant Project Manager – Ms. Allinder worked to identify and prioritize primary work tasks for effective implementation of the existing General Plan. The work plan included development of preliminary scopes of work for primary work tasks, including anticipated project duration, budget, level of community engagement, and level of CEQA review. The Mariposa County General Plan Strategic Implementation Work Plan received the APA Central Section Best Practice Award for 2018.

Sara Allinder, AICP
Principal Planner
Education
- Master of City and Regional Planning,
Emphasis in Land Use Planning,
California State Polytechnic University,
San Luis Obispo
- B.A., Liberal Arts
- Major Emphasis: Environmental
Science
- Minor Emphasis: English
- University of California, Riverside
Registration/Certifications
- American Institute of Certified
Planners (AICP), 2003, #018445
Affiliations
- American Planning Association (APA)
- Association of Environmental
Professionals (AEP)
Areas of Expertise
- General Plans
- Zoning Codes
- Subdivision Ordinances
- Strategic Implementation Plans
- Entitlement Applications
- Annexations
- Environmental Review
- Contract Staffing
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Provost & Pritchard Consulting Group – Resume for Sara Allinder, AICP Page 2 of 2 General Plan Update (Focused), City of Taft, California Project Manager – Ms. Allinder managed a focused update to the City of Taft General Plan, including revisions in the planning area boundaries and updates in response to recent state legislative requirements for general plans. The efforts also included preparation of a Climate Action Plan and an Addendum to a previously certified Program Environmental Impact Report.

Traffic Calming and Safety Enhancement Plan, City of Parlier, California, Project Manager – The City of Parlier was awarded a Caltrans Sustainable Communities Grant to develop a Traffic Calming and Safety Enhancement Plan (Plan) to address challenging transportation conditions, including vehicular and non-vehicular traffic patterns. The outcome of the Plan is to identify areas of concern based on statistical and observed incident data, recommend transportation improvements to address the identified challenges, and prepare a strategy for implementing the recommended improvements. Ms. Allinder is managing the effort, which includes development of a community outreach program, conducting visual assessments to confirm existing conditions using a GIS-enabled survey protocol, and preparation of the Plan document, including the implementation strategy.

Zoning Ordinance and Development Code Updates
Zoning Code Update, City of Fowler, California, Project Manager – Ms. Allinder is managing a comprehensive update to the City of Fowler’s Zoning Code. The update will focus on streamlining the development review process and ensuring compliance with recent housing legislation and the City’s Housing Element. One objective of the comprehensive update is to produce a Code that is better organized and easier to understand, which will in turn make it easier to design and propose projects consistent with the City's growth and development goals.

Zoning and Subdivision Ordinance Updates, City of Parlier, California, Project Manager – Ms. Allinder is managing a comprehensive update to the City of Parlier’s Zoning and Subdivision Ordinances. The update to the Zoning Ordinance will focus on streamlining the development review process and ensuring compliance with recent housing legislation and the City’s Housing Element. One objective of the Zoning and Subdivision Ordinance updates is to produce regulations that are better organized and easier to understand, which will in turn make it easier to design and propose projects consistent with the City's growth and development goals.

Development Code Update, City of Menifee, California, Assistant Project Manager and Zoning Technical Manger – Ms. Allinder established new code regulations for the City of Menifee, including zoning, subdivision, and grading ordinances. The new regulations represent an update to the current standards established Menifee-specific standards and procedures in a user-friendly format that implements the City’s first adopted General Plan. Ms.

Allinder managed client coordination, public outreach, analysis of existing regulations, and development of new regulations as part of the comprehensive update effort. The Menifee Development Code received the APA Inland Empire Section Best Practices Award.

Current Planning
Development and Resource Management Department, City of Fresno, California, Special Projects Manager – Ms.

Allinder processed entitlement applications and worked on special projects, including the establishment of new review procedures and the creation of informational brochures for use by staff and the public.

Contract Staffing and Application Processing Review and Update, City of Wasco, California, Acting Community Development Director – As acting community development director for the City of Wasco, Ms. Allinder managed the day-to-day operations of the planning, building, and code enforcement divisions, prepared department budgets, prepared and presented staff reports to the Planning Commission and City Council, and acted as advisor to the city manager on special issues including high-speed rail. Ms. Allinder also conducted a review of the current entitlement processing procedures, made recommendations for the improvement of entitlement processing, and implemented those recommendations. Process improvements included updates to the Planning and Building fee schedule, which revised existing fees and added new fees reflective of the current planning and building processes.

Staff Support, City of Modesto, California, Senior Planner – Ms. Allinder provided staff support, primarily on current planning projects, for the City of Modesto. Her duties included project management of various entitlement requests, management of environmental consultants, review of facilities master plans, and presentations to the Planning Commission and City Council. She also managed PMC staff planners assigned to work in the City of Modesto providing both on- and off-site support.
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Professional Summary
Heather Bashian is a principal engineer and project manager at Provost & Pritchard. With 17 years of municipal infrastructure planning and design, master planning, and grant writing and administration experience, she has been involved with projects related to all aspects of municipal infrastructure. She has extensive experience in design engineering for infrastructure projects including water supply and distribution, water main replacements, water metering, wastewater collection and rehabilitation, wastewater lift stations, stormwater collection projects, and recycled/reclaimed water distribution.

Relevant Experience
Liberty Groves Infrastructure Master Plan, Madera County, Project Engineer – Ms. Bashian is preparing the Infrastructure Master Plan for a new development community consisting of approximately 5,400 residential units on more than 1,400 acres, including commercial and industrial areas. The Plan evaluates and recommends backbone facilities for infrastructure elements including water supply and distribution, wastewater collection and treatment, stormwater collection and storage, and groundwater recharge. The Plan further discusses power, gas, telephone, television, fire, public safety, solid waste collection, and street circulation elements.

Groundwater Sustainability Plan, South Kings Groundwater Sustainability Agency, Project Manager/Project Engineer – Ms. Bashian authored and provided coordination for the preparation of the Groundwater Sustainability Plan for five agencies. Topics addressed in the Plan include groundwater conditions, groundwater monitoring, Hydrogeologic Conceptual Model, water budget, groundwater policies, overdraft analysis, development of long-term goals, and conceptual evaluation of overdraft mitigation projects. The project also encompassed community outreach and involvement, including coordinating and conducting community meetings, providing public presentations, and receiving and responding to public comment on the Draft GSP. The GSP was adopted in December 2019 and submitted to DWR in January 2020.

Storm Water Resources Plan, Kings Basin Water Authority, Fresno County, California, Project Engineer – Ms. Bashian was the project engineer for development of the Kings Basin Water Authority’s Storm Water Resources Plan (SWRP). The SWRP was prepared to meet Department of Water Resources guidelines. The SWRP includes documentation of quantifiable benefits associated with storm water flooding mitigation projects and documentation of how the projects meet the goals for the region. Ms. Bashian also coordinated and conducted multiple community meetings to receive feedback on projects to be developed for the Plan and receive comments on the Draft Plan.

The SWRP is under review for concurrence and has been adopted by the Kings Basin Water Authority. Ms. Bashian assisted with authoring the document, meeting coordination and facilitation, and coordinating reviewing agency comments.

Program Management, City of Fresno, California, Project Engineer – Ms.

Bashian provided consulting services for the City of Fresno’s Program Management in conjunction with CH2M Hill. The project spanned several Heather Bashian, PE
Principal Civil Engineer
Education
- Master’s in Business Administration
National University
- B.S. Civil Engineering,
California State University, Fresno
- QSD/QSP Construction General Permit
Training, WGR Southwest, Inc., 2011
Registration/Certifications
- Civil Engineer, California #73075
- Qualified SWPPP Developer (QSD)
#00542
- Air Quality Management Certificate,
San Joaquin Valley Air Pollution
Control District, 2006
Affiliations
- American Society of Civil Engineers
(ASCE)
- Society of Women Engineers (SWE)
Areas of Expertise
- Municipal Infrastructure Development
- Grant Preparation
- Urban Water Management Plans
- Regional Water Management
Planning
- Regulatory Compliance
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Provost & Pritchard Consulting Group – Resume for Heather Bashian, PE Page 2 of 2 years, and included such duties as overseeing construction management, consulting on program impacts, and grant assistance. The program resulted in policy changes, community participation on a broad scale, and implementation of several milestone projects for the City.

Water Master Plan, City of Clovis, California, Project Engineer – The project involved preparing a water master plan for the City of Clovis with an ultimate planning horizon of more than 60 years and an intermediate planning horizon of 20 years. The plan discusses current and projected supplies and demands including a sustainable approach to water supplies utilizing groundwater, surface water and recycled water. The plan reviews past conservation methods that have been implemented as well as continued conservation methods necessary to meet future demands. The final chapters discuss capital improvement needs to maintain operations as the community grows.

The capital improvement plan is presented in two ways: (1) divided based on subareas within the City and (2) divided on time-based phasing through buildout of the community. The Plan was adopted in summer 2018.

Recycled Water Master Plan, City of Clovis, California, Project Engineer – The project included preparing a recycled water master plan that correlates with the City’s water and wastewater master plans. The plan includes a discussion of existing and future uses of recycled water by the City, methods to utilize recycled water to be more sustainable and a capital improvement plan to address conveyance and ongoing use of the system. The capital improvement plan is presented through buildout of the City and separated by phases based on anticipated growth within the City over the next 20-years and when new demands will be realized. The plan was adopted in summer 2018. 2015 Urban Water Management Plan, Bakman Water Company, Fresno, California, Project Engineer/Manager – The project involved preparing the five-year update to the 2010 Urban Water Management Plan for Bakman Water Company. As a groundwater-only purveyor, the update included a discussion of the 2012-2015 drought response and conservation methods implemented, and how future droughts might be addressed. Additionally, the report included historical data, analysis of current water usage quantities, projection of future water usages and effects of conservative efforts. Also included were detailed calculations of conservation goals for Bakman Water Company to comply with water conservation legislation which imposes a 20 percent reduction by 2020. The report was adopted by Bakman and submitted to the Department of Water Resources in June 2016.

Integrated Regional Water Management Plan Update, Kings Basin Water Authority, Fresno County, California, Project Engineer – Ms. Bashian was the project engineer for development of the Kings Basin Water Authority’s Integrated Regional Water Management Plan (IRWMP) Update. The Authority’s existing IRWMP was updated to meet the new Department of Water Resources IRWMP guidelines and reflect changing conditions in the basin with regards to water supply and use. The IRWMP includes goals and measurable objectives for the region and addresses all of the required criteria from the Department of Water Resources’ guidelines. Ms. Bashian lead the overall document preparation effort, assisted with meeting coordination and facilitation, and coordinated stakeholder comments. The Update was completed in Fall 2018.

On-Call Water Resources Grant Researching and Writing Services, City of Modesto – Project Manager - Provost & Pritchard received a contract to provide on-call grant research and writing services to the City of Modesto for water resources projects. The research involved collecting project specific information regarding the City’s current and future projects. The project information is reviewed in regards to potential grant funding sources or programs. A grant funding/project eligibility matrix was developed and is maintained on a monthly basis. The project team prepares quarterly memos for the City, updating staff on changes to the funding matrix.

Matheny Tract Wastewater System Feasibility Report and Wastewater Collection System Design, County of Tulare, California, Project Manager – Ms. Bashian completed a Project Feasibility Report for the County of Tulare to research feasible alternatives to replace on-site septic systems for the community of Matheny Tract. The Matheny Tract is located adjacent to the southwest area of City of Tulare and has a population of 1,212. There are 230 primarily rural residential lots with average size being 0.5 acres; however, many lots have multiple dwellings or mobiles homes on the property. The residents currently use septic systems located on each lot to dispose of their effluent discharge. These systems are failing due to age, lack of maintenance, and insufficient percolation capacity of the underlying soils. Following completion of the Feasibility Study, she led the design of the recommended improvements noted in the study. The design project includes a wastewater collection system with approximately 21,500 lineal feet of 8” and 10” sewer gravity main, 3,050 lineal feet of 12” sewer force main, 325 sewer services and a lift station.
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ORANGE COUNTY • BAY AREA • SACRAMENTO • CENTRAL COAST • LOS ANGELES • INLAND EMPIRE 2040 Bancroft Way, Suite 400
Berkeley, California 94704
t 510.848.3815
www.placeworks.com
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CITY OF MODESTO

COMMITTEE AGENDA REPORT
DATE OF MEETING:

December 05, 2022
Date: November 7, 2022
TO: Economic Development Committee
Sue Zwhalen, Chair
Chris Ricci, Vice-Chair
David Wright, Member
THROUGH: Joseph P. Lopez, City Manager
FROM: William Wong, Director of Utilities
SUBJECT: Non-Hazardous Waste Disposal: Wastewater Grit, Sewer Spoils, and Storm Spoils
CONTACT: Jason Farnsworth, Wastewater Division Manager, [email protected], 209-577-6255
DESCRIPTION:

Consider approving Agreements with Republic Services, Inc. dba Forward, Inc. Landfill for the Non-Hazardous Waste Disposal of Wastewater Grit, Sewer Spoils, and Storm Spoils for a total amount not to exceed $404,910 over six years. (Funding Source: Sewer and Storm Drain Funds)
STRATEGIC PLAN ELEMENT:

The recommended action supports the 2020-2025 City of Modesto Strategic Plan Initiatives, Goal D: Provide safe, efficient, and reliable infrastructure through proactive community investment, maintenance and sustainability efforts.

BACKGROUND:

The Utilities Department, Wastewater Division requires a landfill site for the disposal of nonHazardous Wastewater Grit, Sewer Spoils, and Storm Spoils. Disposal of these wastes are required for compliance with the City’s National Pollutant Discharge Elimination System (NPDES) Permit R5-2022-0034 and R5-2017-0085-020 pursuant California Water Code Section 13050.

Wastewater Screening and Grit (grit) removal is part of the City’s wastewater treatment process.

Grit (dirt, rocks, sand, egg shells, etc.) enters the Sutter Wastewater Treatment plant through pipelines from the City’s collection system. Part of the treatment process is to isolate and remove these items. The grit must be profiled and properly disposed of at a permitted landfill.

Sewer and Storm Spoils are part of the City’s collections process. During routine cleaning by collections staff, debris and materials are removed from the sewer system and storm system using the City’s hydro-vacuum trucks. Upon return to the Sutter Wastewater Treatment Plant, #3..
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Economic Development Committee, December 05, 2022
Non-Hazardous Waste Disposal: Wastewater Grit, Sewer Spoils and Storm Spoils

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Economic Development CommitteeDecember 5, 2022

Economic Development Committee
December 5, 2022