The City of Moreno Valley has a Parks, Recreation and Open Space Master Plan that was published in 2010. Since then, the City has expanded and has drastically risen in residential, commercial, and industrial developments; thus, a need to update the plan.
The update of the Parks, Recreation and Open Space Master Plan is crucial and integral in ensuring the build out of the City is aligned with green elements and conducive to providing a foundation for healthy thriving community.
The City is seeking a system -wide approach to evaluating recreation areas, existing parks, trails, and identifying potential open space land and facility demands to develop goals, policies, and guidel ines along with achievable strategies to meet the needs for community residents. These services will require the consultant to collect and analyze data to develop a clear set of goals, policies and standards for the City’s Park system, open space, trails, recreation facilities and program development for the next five years.
The consultant will work closely with City staff in preparing the Parks, Community Services and Trails Master Plan and will create a document for distribution to the public.
The Parks, Community Services, and Trails Master Plan will become an element of the current Moreno Valley Comprehensive General Plan and will require the approval of the Parks, Community Services and Trails Committee, Planning Commission, and the City Council. This process is to include developing a comprehensive inventory, and analysis of forecasted needs and implementation strategies.
On June 20, 2022, the Parks and Community Services Department issued RFP # 2022- 065: Professional Services for Parks, Community S ervices, and Trails Master Plan. A total of 428 vendors registered with the City were notified of the RFP through PlanetBids. Two proposals were received by the deadline of July 7, 2022. Both proposals were deemed responsive, having provided the documen tation necessary to meet all minimum qualifications as listed in the RFP. The second stage consisted of evaluating and scoring the proposals.
The Evaluation Committee was comprised of six City staff members, representing Parks & Community Services and Pub lic Works department including the Parks & Community Services Park Director, Parks & Community Services Deputy Director, Parks & Community Services Senior Management Analyst, Parks Superintendent, Community Services Superintendent, and the Engineering Divi sion Manager/Assistant City Engineer.
The proposal evaluation criteria consisted of Project Approach, Project Team, Project Schedule, Past Project Experience & Client References, Project Fee Structure & Cost Estimate, and Presentation of Proposal. After evaluating and scoring both proposals, KTU&A received the highest score from all evaluators.
The City would like to move forward with selecting and entering into a Professional Consultant Services Agreement with KTU&A for the City’s Parks, Community Services, and Trails Master Plan. The City plans to enter into a 12 month agreement for completion of the plan including but not limited to the Public Process, Outreach, Surveys, Demographic and Trend Analysis, Existing and Future Facilities Analysis of Level of Service, Prioritizing Demand and Opportunities, Analysis of Programs and B.6
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Services, Progress Reporting, Action Plan, Development of Final Plans and Supporting Materials and Final Master Plan.
ALTERNATIVES
1. Approve the Professional Consultant Servic es Agreement with KTU&A.; Authorize the City Manager to execute an Agreement with KTU&A for professional consultant services for the Parks, Community Services, and Trails Master Plan beginning Fiscal Year 2022/23 and the associated Purchase Order; and Authorize the City Manager to execute any subsequent related Extensions or Amendments to the Agreement, subject to approval of the City Attorney. Staff recommends this alternative as it will allow the City, in partnership with KTU&A, to update its Parks, Community Services, and Trails Master Plan
2. Do not approve the agreement with KTU&A, do not Authorize the City Manager to execute the Agreement, Purchase Order, or related Extensions or Amendments, and provide direction to staff. Staff does not recommend this alternative as it will cause delays in updating the Parks, Community Services, and Trails Master Plan that is needed to better serve the community.
FISCAL IMPACT
City Council has allocated $250,000 for the Parks, Community Services, and Trails Master Plan update. It is currently budgeted in Zone A 5011-50-55-35010-625099.
No additional funds are being requested at this time.
NOTIFICATION
Posting of the agenda.
PREPARATION OF STAFF REPORT
Prepared By: Department Head Approval:
Patty Yhuit Jeremy Bubnick
Sr. Management Analyst Parks and Community Services Director
CITY COUNCIL GOALS
Public Facilities and Capital Projects . Ensure that needed public facilities, roadway improvements, and other infrastructure improvements are constructed and maintained.
Positive Environment. Create a positive environment for the development of Moreno Valley's future.
Community Image, Neighborhood Pride and Cleanliness . Promote a sense of community pride and foster an excellent image about our City by developing and executing programs which will result in quality development, enhanced neighborhood preservation efforts, including home rehabilitation and neighborhood restoration.
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CITY COUNCIL STRATEGIC PRIORITIES
1. Economic Development
2. Public Safety
3. Library
4. Infrastructure
5. Beautification, Community Engagement, and Quality of Life
6. Youth Programs
ATTACHMENTS
To view large attachments, please click your “bookmarks” on the left hand side of this document for the necessary attachment.
1. RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL
2. KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep
APPROVALS
Budget Officer Approval ✓ Approved . 9/12/22 11:19 AM City Attorney Approval ✓ Approved .
City Manager Approval ✓ Approved . 9/12/22 11:22 AM B.6
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RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan City of Moreno Valley
Request for Proposal
# 2022-065
Professional Services for Parks, Community Services & Trails Master Plan June 20, 2022
Question Deadline:
June 30, 2022, 2:00 pm, PST
Proposal Due Date:
July 7, 2022, 2:00 pm, PST
Submit proposal online at:
https://pbsystem.planetbids.com/portal/24660/bo/bo-detail/95080
Proposal Contact:
Patty Yhuit, Sr. Management Analyst
[email protected]
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan
Table of Contents
Notice to Bidders, Schedule, Conference, Overview, Proposal Content, Proposer Qualifications .................................................................................................................................................. 1 Overview and Background ......................................................................................................... 2 Proposal Procedures, Content, Format, Criteria, and Award ...................................................... 4 Proposer Qualifications, Evaluation Criteria, and Award Process ............................................... 6 Special Terms and Conditions ................................................................................................... 8 Exhibit A: Scope of Services ...................................................................................................... 9 Exhibit B: Pricing ..................................................................................................................... 133 Attachment A: Required Response Template ...........................................................................16 Attachment B: Special Provisions............................................................................................ 199 Attachment C: Client References ..............................................................................................21 Attachment D: Non-Collusion Affidavit .................................................................................... 222 B.6.a
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan Notice to Bidders, Schedule, Conference, Overview, Proposal Content, Proposer Qualifications
I. Notice to Bidders
A. Bid Deadline: July 7, 2022 prior to 2:00 p.m.
B. Proposals shall be received electronically only on the City of Moreno Valley Vendor Portal through PlanetBids. All fees are non-refundable. Bidders are solely responsible for on time submission of their electronic bid. The City will only consider bids that have been transmitted s uccessfully and have been issued an ebid confirmation number with a time stamp from the Bid Management System indicating that the bid was submitted successfully. Transmission of bids by any other means will not be accepted. Bidders shall be solely responsible for informing themselves with respect to the proper utilization of the bid management system, for ensuring the capability of their computer system to upload the required documents, and for the stability of their internet service. Failure of the bidders to successfully submit electronic bids shall be at the bidders’ sole risk and no relief will be given for late and/or improperly submitted bids. Bidders experiencing any technical difficulties with the bid submission process may contact PlanetBids at (818) 992-1771. Neither the City, nor PlanetBids, makes any guarantee as to the timely availability of assistance, or assurance that any given problem will be resolved by the bid submission deadline.
NOTE: The proposer shall submit a separate electronic file for their proposal and a separate electronic file for the cost proposal.
C. Request for Information (RFI’s): All Requests for Information (RFI’s) must be submitted via the City of Moreno Valley Vendor Portal through PlanetBids by June 30, 2022, prior to 2:00 p.m. Any RFI received after the date and time specified herein will not be considered.
II. Tentative Schedule of Important Dates
This section provides a tentative schedule of the important milestone dates. Examine these dates carefully and plan accordingly.
DATE EVENT
1 June 20, 2022 (+0dys) Request for Proposals (RFP) issue date 2 June 30, 2022 (+10dys) Deadline to submit Request for Information (RFI’s) 3 July 7, 2022 (+17dys) Proposal due date by 2:00 pm
4 July 11, 2022 (+21dys) Interviews
5 July 19, 2022 (+29dys) Contract Award(s) (estimated)
6 August 1, 2022 (+42dys) Start of Service
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan
Overview and Background
I. Overview of Requirements
A. The City of Moreno Valley (City) has identified the need to develop a Parks, Community Services & Trails Master Plan. The City is seeking a system-wide approach to evaluating recreation areas, existing parks, and trails, and identifying potential open space land and facility demands in order to develop goals, policies, and guidelines along with achievable strategies to meet the needs for community residents. The City is pursuing Smart City initiatives in many areas and wants to extend these initiatives to its parks and trails.
B. City requires the following services to help meet the aforementioned need: The City of Moreno Valley is seeking proposals from qualified consulting firms to provide professional services to the City to develop a Moreno Valley Parks and Recreation Master Plan, detailed in the Scope of Services section below. The City has a strong commitment to provide high-quality parks and recreation facilities and programs for citizens of the community.
C. These services will require the consultant to collect and analyze data to develop a clear set of goals, policies, and standards for the City’s park system, open space, trails, recreation facilities and program development for the next five years. The goals that will be developed should align with the City’s healthy initiatives, the California State Parks Make Life Better Campaign, and the Commission for Accreditation of Parks & Recreation Agencies standards. The consultant will work closely with City staff in preparing the Parks and Recreation Master Plan and will also create a document for distribution to the public.
The Parks and Recreation Master Plan will become an element of the current Moreno Valley Comprehensive General Plan and will require the approval of the Parks, Community Services and Trails Committee, Planning Commission, and the City Council. This process is to include developing a comprehensive inventory, an analysis of forecasted needs and implementation strategies D. These services will be used to update the current Master Plan last updated in 2010.
E. Therefore, City requires the services of a well-qualified professional services provider (Provider) to provide the services to the City to develop a Moreno Valley Parks and Recreation Master Plan detailed in the Scope of Services section.
F. City is seeking to establish an agreement for a term sufficient to complete the scope of work, but for a period not to exceed 12 months.
II. Background and Current Needs Information
A. City of Moreno Valley has a Parks, Recreation and Open Space Master Plan (MP) that was published in 2010. Since then, the City has expanded and has drastically risen in residential, commercial, and industrial developments; thus, a need to update the MP. The update of the MP is crucial and integral in ensuring the build out of the City is aligned with green elements and conducive to providing a foundation for a healthy thriving community.
The City has an estimated population of over 214,000. The Parks & Community Services Department maintains 33 parks and over 540 acres of parkland and B.6.a
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11.68 miles of multi-use trails. Facilities include 32 athletic fields, 4 community centers, 9-hole golf course, skate parks, equestrian center, amphitheater, demonstration garden and dog park. In addition to maintaining its parks and facilities, the department oversees library services, recreation, community outreach, special events, senior services, child care and afterschool programs, teen programs, sports and more.
Additionally, as a Smart City, the City uses information and communication technology (ICT) to improve operational efficiency, share information with the public and provide a better quality of government service and citizen welfare. In keeping with this initiative, the City is interested in incorporating additional smart city infrastructure and technology at neighborhood parks. This will allow for security camera installation, public safety announcements, smart light poles, public Wi-Fi, infrastructure for future technology growth, and other sensors to track park usage and more.
The total operating budget for the Parks & Community Service Department totals over $24M and has a current fulltime staff of 56.
(CONTINUED ON NEXT PAGE)
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan Proposal Procedures, Content, Format, Criteria, and Award I. General
A. Proposal Format: A proposer must follow the instructions for preparing the proposal in the prescribed format. Section tabs must be utilized in the proposal following the same order of the RFP.
B. General Terms and Conditions: Except as otherwise indicated herein, City’s General Terms and Conditions govern rules and definitions of this RFP.
C. Right to Reject Proposals: City reserves the right to reject any and all proposals, to waive any non-material irregularities or informalities in any proposal, and to accept or reject any item or combination of items.
D. Execution of Agreement: If a Proposer is not able to execute an agreement within 10 days after being notified of selection, City reserves the right to select the next most qualified proposer or call for new proposals, whichever City deems most appropriate. (Sample template of agreement is attached).
E. Incorporation of RFP/Proposal: This RFP and the firm’s response, including all promises, warranties, commitments, and representations made in the successful proposal will become binding contractual obligations and will be incorporated by reference in any agreement between City and Proposer.
F. Authorized Signatories: Company personnel signing the cover letter of the proposal, or any other related forms submitted must be authorized signers with the requisite authority to represent their firm and to enter into binding contracts.
G. Validity of Proposals: Proposed services and related pricing contained in the proposal must be valid for a period of 180 days after the due date.
II. Proposal Content and Format
Include the following sections containing the information requested below in your proposal. To enable ease of evaluation, please follow the sequence shown and upload the required documents into the vendor portal in the appropriate sections.
A. Section 1: Executive Summary
1. Provide a cover letter of your company’s information including:
a) Company’s full legal name, address, phone, fax, email, website. b) Prior company names (if any).
c) Organizational structure (corp., LLC, etc.).
d) Names and titles of the principal owner(s).
e) Person(s) authorized to make commitments for your company. f) Company history, experience (brief), and years in business. g) Current number of employees, key personnel.
Any confidential material contained in the proposal shall be clearly indicated and marked as "Confidential."
2. Limit this section to a maximum of one page.
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan B. Section 2: Company Information (Background and Experience)
1. Background on the firm and its experience in preparing Master Plans for public agencies. Of particular interest are engagements involving communities that have characteristics similar to the City of Moreno Valley.
2. At least three (3) public agency references for projects of a similar nature to this project and a description of the projects shall be described and minimally include client, location, contact person, contact information (telephone/e-mail address), and a brief summary description of the project. References preferred from regional municipalities or similar demographics to the City of Moreno Valley.
3. Limit this section to a maximum of two pages.
C. Section 3: Professional Team Assignments
1. Note any key personnel who are expected to remain in service until completion of the project.
2. Provide detail regarding the team to be assigned for these services.
3. Provide resumes of related experience for all team members involved.
4. Provide an organizational chart of all team members, titles, and a very brief description of their relevant responsibilities.
5. Limit this section to a maximum of two pages plus resumes and org chart.
D. Section 4: Proposal Costs
1. Submit all pricing on *Exhibit B using the form provided as a separate electronic cost file
2. Provide pricing for each of the required line items. The project cost for services shall be a “not-to exceed cost for services.”
3. Provide pricing for optional proposer recommendations.
4. See payment terms in Exhibit B for additional details. * These forms are provided by City in the submittal forms section.
E. Section 5: Response Template
1. Complete City-provided Response Template with your answers to City’s questions. Provide thorough responses with sufficient detail to enable City to evaluate your understanding of City’s requirements, the suitability of your services and/or product(s) to meet City’s requirements, the strength of your work plan, previous experience, and available resources.
2. Note these responses carry significant weight in City’s evaluation of your proposal to provide and implement requested services.
3. Limit this section to a maximum of ten pages.
F. Section 6: Required Forms and Samples
1. Special Provisions Form*
2. Client Reference List*
3. Non-Collusion Affidavit*
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan * Note these forms are provided by City in the submittal forms section.
G. Section 7: Work Samples
1. Samples of work, queries, reports, and forms**
2. Sample of ongoing support and services agreements**
** Note that these documents will not be returned to proposer.
H. Inadequate Content
1. Note that a proposal is non-responsive if the proposal does not contain all proposal requirements, is not complete, is not received at the right location, and is not received by the proposal deadline, has exceptional or excessive exceptions City may, at its sole discretion, waive minor non- material irregularities and informalities.
2. Do not submit extraneous marketing or promotional information.
I. Proposal Format
1. Electronic only: searchable document
2. White paper, 8-½ x 11, page numbered
3. Typed, black print, approximately 11-12 point font
4. Free from excessive graphics or excessive photos
Proposer Qualifications, Evaluation Criteria, and Award Process I. Proposer Qualifications
The intent of this RFP is to evaluate the proposals, determine the Proposers that are in the competitive range, and select Proposers that will provide the most cost-effective and professional services for City.
A. Minimum Qualifications:
1. Have at least three years of experience conducting the specific type of services required herein and have experience with at least three other clients performing like services as described herein or have performed satisfactory work for City within the past three years.
2. Be capable of providing the required services beginning on August 1, 2022, work will be conducted during normal work hours, Monday to Friday 8:00 am to 5:00 pm.
3. Obtain and maintain at all times during the term of the Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services described in this RFP, including a City of Moreno Valley business license.
4. Comply with all local, state, and federal laws, rules, and regulations applicable to the services required herein.
5. Have the necessary resources, knowledge, skills, experience, and the like to provide the required services.
6. Have financial stability and the necessary financial resources to provide the required services.
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7. Demonstrate the requisite technical proficiency. Only Providers with verifiable Master Plan development experience will be considered for award.
II. Evaluation Criteria
A. Minimum qualifications, Competitive Range, and Award Consideration The minimum qualifications, competitive range, and award consideration based upon the following criteria
1. City will review the Proposers Qualifications to determine if the Proposer meets or betters the minimum requirements as detailed above.
2. Only Proposers that meet or better the minimum requirements will have their Proposals reviewed for consideration.
3. Only Proposers that are deemed in the competitive range will be considered for presentation, interview, and Best and Final Offer (BAFO) if so, requested by City.
4. Only the best-qualified Proposer will be considered for final negotiations of fee/price, scope of services, contract, and award recommendation.
B. Evaluation Criteria
1. The proposal will be evaluated based on the following criteria, as determined solely by the City:
a) 25% Project Approach – Ability to effectively meet the Scope of Work and all the requirements of the RFP
b) 25% Project Team – Qualifications and experience to perform the Scope of Work and all the requirements of the RFP
c) 20% Project Schedule – The method to effectively provide the Scope of Work and all the requirements of the RFP within a reasonable timeline
d) 15% Past Project Experience & Client References – Examples and references from prior similar projects
e) 10% Project Fee Structure & Cost Estimate – Ability to cost effectively meet the Scope of Work and all the requirements of the RFP
f) 5% Presentation of Proposal.
Any other criteria prescribed in this RFP for the required services including any presentations, interviews, and Best and Final Offer (BAFO) changes in Scope of Services requirements, if so, required by City.
C. Fee/Price Evaluation
1. Reasonableness of fee requested to do the work, as originally proposed.
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2. Reasonableness of any BAFO requests.
3. Final negotiations.
III. Award
A. After conclusion of the above Evaluations, a Notification of Intent to Award may be sent to any Proposer selected. City may make multiple awards.
B. Award is contingent upon the successful negotiation of final contract terms and the approval of City. Negotiations shall be confidential and not subject to disclosure to competing Proposers unless an agreement is reached. If contract negotiations cannot be concluded successfully, City may negotiate a contract with the next best qualified Proposer or withdraw the RFP. In the event City does not approve the recommendation to award, the RFP may be cancelled without any cost or obligation of City.
C. The term will be for a period not to exceed 12 months.
D. Prices are firm fixed prices during each contract period.
E. A budget of $200,000-$250,000 has been established for this project.
Special Terms and Conditions
I. Audit Requirements
A. City reserves the right to periodically inspect and audit Provider’s accounting procedures and supporting documentation in conjunction with the performance of the required services.
B. City will notify Provider in writing of any such requested audit.
C. City will inspect and audit in a reasonable manner and at City’s expense.
D. Provider must fully cooperate with any such audit(s).
E. City will notify Provider in writing of any exception taken as a result of an audit.
F. If an audit, in accordance with this article, discloses overcharges (of any nature) by Provider to City of the value of that portion of the Agreement that was audited, the actual cost of City’s audit must be reimbursed to City by the Provider.
II. Termination
A. If, in the opinion of City, Provider fails to perform or provide prompt, efficient service, City must have the right to terminate or cancel the Agreement upon 5- day’s written notice and pay Provider for the value of the actual work satisfactorily performed to the date of termination.
B. City must have the right to terminate or cancel the Agreement upon 30-day’s written notice without cause and pay Provider for the value of actual work satisfactorily performed to the date of termination.
C. These rights are in addition to any other rights that City may have available.
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan Exhibit A: Scope of Services
I. General
A. Public Process
1. Identify, describe, and implement a comprehensive strategy and methodology for citizen involvement in this MP development process.
2. Assure the residents, user groups, associations, and other stakeholders approved by the City are provided an opportunity to participate in the development of this plan.
3. Conduct at least three (3) public community meetings and a minimum of five (5) focus groups (participants to be determined) and individual stakeholder interviews.
4. Facilitate the community outreach efforts and ensure engagement from the community.
5. A minimum of two (2) meetings with the Parks, Recreation and Trails Committee to provide progress reports.
6. Act as professional facilitators to gather specific information about services, use, preferences and any agency strengths, weaknesses, opportunities, and threats.
7. Provide well-organized and directed activities, techniques and formats that will ensure that a positive, open and proactive public participation process is achieved.
8. Provide written records and summaries of the results of all public process and communication strategies.
9. Provide methods to receive input from as many people as possible, including users and non-users of the services and facilities.
B. Statistically Valid Survey
1. Provide a citywide statistically valid community needs assessment survey with a return rate that accurately represents a sampling of the community population to identify community needs and issues on the recreation and park programs and facilities. This survey will be used as a baseline to determine needs, desires, and willingness to pay.
C. Demographic and Trends
1. Review and interpret demographic trends and characteristics of the City of Moreno Valley using information from the City of Moreno Valley Comprehensive General Plan and regional and local sources.
D. Existing and Future Facilities-Analysis of Level of Service
1. Utilize the prior Parks, Recreation and Open Space Master Plan and Trails Master Plan to evaluate incomplete projects and the extent to which the goals have been accomplished or may no longer be relevant.
2. Compile an inventory and assessment of the existing recreation programs and services, parks, trails, open space, and facilities in GIS. The assessment will include a comparative analysis to communities of similar B.6.a
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The analysis should consider the capacity of each amenity found within the system (playgrounds, ball fields, trails, natural areas, special facilities, etc.) functionality, accessibility, condition, comfort, and convenience.
Evaluation criteria should be based on the expressed values of the community. The analysis will also include identification of best possible providers of community and recreation services and recommendations from minimizing duplication and enhancing possibilities for partnerships where appropriate.
3. Assess current state of facilities, projected usage, and other impacts to formulate a plan for necessary maintenance, repairs, and enhancements, including budget and staffing levels to accomplish this.
4. Analyze current facility usage policies and fees for consistency, relevance, and effectiveness.
E. Rank and Prioritize Demand and Opportunities
1. Prioritize recommendations for needs regarding land acquisition, development of new parks in alignment with connectivity to the trails presented in the Master Planning Trails Map for accessibility to active transportation routes to all parks.
2. Develop a set of prioritized recommendations for maintenance and renovation of parks, as connectivity to trails for active transportation avenues.
3. Develop a set of prioritized recommendations for development, maintenance, and renovation of facilities per community needs.
F. Analysis of Programs and Services
1. Provide an assessment and analysis of the Community Services Department’s current level of recreation programs, services, and maintenance in relation to present and future goals, objectives, and directives.
2. Evaluate and determine necessary staffing levels, allocations of staff to specific divisions or programs and budget to accommodate future needs.
3. Provide recommendations for minimizing duplications or enhancing possibilities for collaborative partnerships where appropriate.
G. Progress Reporting
1. The consultant and the City's Project Manager shall hold progress meetings as often as necessary, but in no case less than once per month until the final plan is approved by the City Council for the purpose of progress reporting. The consultant shall supply the Project Manager with at least one (1) copy of all completed or partially completed reports, studies, forecasts, maps, or plans as deemed necessary by the Project Manager at least three (3) working days before each progress meeting.
The Project Manager shall schedule the meetings, as necessary, at key times during the development of the Master Plan.
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan H. Action Plan
1. Collect and analyze demographic information.
2. Collect and analyze information on participation, needs, desires, operations, programming, and land use trends and make Level of Service recommendations.
3. Identify areas of service shortfalls and projected impact of future trends.
4. Provide useable and workable definitions and recommendations for designated park and open space with acreages and parameters defined as appropriate.
5. Develop recommendations for operations, staffing, maintenance, programming, and funding needs.
6. Provide a clear plan for development of programming direction based on CAPRA standards and demand analysis.
7. Develop a definitive program for acquisition and development of parkland, recreation facilities, open space, trails and parks maintenance and administration of facilities for the future.
8. Develop design guidelines for development and usage of parks in relation to acreage size.
9. Provide a maintenance and operation analysis.
10. Identify opportunities for available funding and acquisition alternatives.
11. Develop an action plan which includes strategies, priorities and an analysis of budget support and funding mechanisms for the short term, mid-term and long term for the park system, open space, trails and recreation programs and services.
I. Development of Final Plans and Supporting Materials
1. The MP must include written goals, plans, objectives, and policy statements that articulate a clear vision and framework for the City in relation to accessibility of quality parks, routes of active transportation to parks, maintenance sustainability of parks, and programming offered at parks.
2. A summary of existing conditions, inventories, and Level of Service analysis.
3. Charts, graphs, maps and other data as needed to support the plan and its presentation to the appropriate audiences.
4. A Financial Plan.
5. An Action Plan.
6. One (1) meeting with the Parks and Recreation Committee at the time of adoption of the MP.
7. One (1) public hearing with the Planning Commission at the time of adoption of the MP.
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8. A minimum of two (2) meetings with the City Council, one at the time of the presentation of the draft MP, and one at the adoption.
J. Final Master Plan
1. A color version of the final Master Plan document consisting of five (5) printed and bound color copies and an electronic copy in a format compatible with the City’s software.
2. A color version of the final Master Plan document consisting of five (5) printed and bound color copies and an electronic copy in a format compatible with the City’s software.
3. A color version of the final Executive Summary consisting of five (5) printed copies and an electronic version in a format compatible with the City’s software.
4. All data, information, material, and work produced final text, maps, graphics including all digital files shall become the sole property of the City of Moreno Valley.
In addition, all proposals should include the following information:
1. A narrative that presents the services the firm would provide detailing the approach, methodology, deliverables, and client meetings to be provided.
2. A timeline for preparation and implementation of the Master Plan and its components.
End of Scope of Services
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan Exhibit B: Pricing
SUBMIT EXHIBIT B AS A SEPARATE ELECTRONIC COST FILE
I. Task Rates***
A. Include tasks required by Specifications and other related tasks to provide a complete proposal for the required services.
B. Propose Total Hours to complete each task and Total Cost for each task.
LN Task Rates Total Hours Total Cost
1 Task 1 $
2 Task 2 $
3 Task 3 $
4 Task 4 $
5 Task 5 $
6 Task 6 $
7 Task 7 $
8 Task 8 $
9 Task 9 $
10 Task 10 $
A Task Costs 250 $
II. Hourly Rates***
A. Include titles and rates for all staff that could provide services under the contract.
LN Standard Personnel Rates
Title of Person
Performing Service
Hourly
Rate
Total
Hours Total Cost
1 Senior Project Manager $ 100 $
2 Project Manager $ 75 $
3 Technician 1 $ 25 $
4 Technician 2 $ 25 $
5 Clerical $ 25 $
6 $ $
7 $ $
8 $ $
9 $ $
10 $ $
B Total Personnel Costs 250 $
*** Attach additional sheets as necessary.
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan III. Fees: Per Diem***
A. Include all relative non-labor fees for all required services.
B. Note that rates may not exceed the rates below but may be less.
LN Fees Rate
1 Per Diem –Travel (per person, per one-way trip) $
2 Per Diem –Hotel (per person, per day) $
3 Per Diem –Meals (per person, per day) $
4 $
5 $
6 $
7 $
8 $
9 $
10 $
IV. Reimbursable Expenses***
Specifically describe all expenses for the required services and any related costs; if no cost, please state “Zero”; if at cost, please state “At Costs.” LN Describe Expense and Related Costs COSTS
1 $
2 $
3 $
4 $
5 $
6 $
7 $
8 $
9 $
10 $
11 $
12 $
*** Attach additional sheets as necessary.
(CONTINUED ON NEXT PAGE)
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan V. Pricing Terms and Conditions
A. Quantities: listed Line Items are annual estimates based on historical information or anticipated and may vary significantly.
City does not imply or make any commitment to purchase any specific quantity.
B. Term: is for a one-year base period.
C. Price Changes:
1. Price changes shall be negotiated but shall not exceed the most recent available 12-month period for the Los Angeles-Riverside-Orange County, CA Consumer Price Index (CPI) for All Urban Consumers.
2. In the event market conditions cause a significant change in price, the Provider may request relief by providing verifiable documentation to CR at least 30 days in advance of the requested price change date.
D. Unit Price: include everything but sales tax.
E. Delivery Costs: must be included in unit price.
F. Sales Tax: City will add the appropriate sales tax to each order.
G. Additional Charges: none; do not charge any fees or charges not listed in the Price Sheets.
H. Fixed Prices: prices are fixed for each year of the agreement.
I. Proposal Price Sheet: The awarded Provider’s Price Sheet, as accepted by City, will be incorporated into the resultant Agreement.
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan Attachment A: Required Response Template
(Bidder’s Company Name)
Instructions:
Prospective proposers must provide the information requested below and include it in their proposal. City has provided the form as a separate Word document for bidder’s use.
Use this form or copy and paste it into your own document; in either case, please provide your responses under each of the number points. Do not omit or renumber any sections. Refer to attached documents sparingly and only as necessary; and ensure that any documents referred to are numbered according to the outline below.
I. Company Information: Name, Contacts, History, Scope of Services Please provide the following information about your company:
A. Your company’s full legal name, address, phone, fax, email, website.
B. Prior company names (if any) and years in business; mergers, buyouts, etc.
C. Organizational structure (i.e., corp., LLC, sole proprietorship, etc.).
D. Names and titles of the principal owner(s).
E. Person(s) authorized to make commitments for your company.
F. Company history, experience, years in business for current company name.
G. Annual company revenues for the last three fiscal years.
H. Tax ID number.
I. The complete scope of services offered by your company.
J. The number of clients (including governmental) served in past and present.
K. Special qualifications, training, credentials, recognition, or awards.
L. Contracts terminated for cause, pending litigation or legal issues.
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan II. Resources: Staffing, Facilities, Equipment
Provide the following information relative to required services:
A. Names and titles of key management personnel.
B. Team to be assigned for these services.
C. Qualifications of specific individuals who will work on the project.
D. Amount of time and involvement of key personnel who will be involved in respective portions of the project.
E. Resumes of all team members; provide only names and titles only; attach current resumes to proposal.
F. Current number of employees: full-time and part-time employees.
G. Annual turnover rate of staff.
H. Names of any subcontractor’s you propose to use for our contract.
Provide only names here; fill in the details on City-provided Subcontractors List.
I. Facilities that would be utilized to perform the required work.
J. Equipment that would be utilized to perform the required work.
III. Required Services: Meeting or Bettering these Requirements Provide the following information relative to required services:
A. Ability to perform specific tasks as outlined in the RFP.
B. Reasonableness of your fee to do the work.
C. Current resources to meet or better all task and timeline requirements herein.
D. Additional resources that might be needed to meet or better all task and timeline requirements of this request.
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan E. How quickly could you provide additional, extra trained staff if requested by City for additional work beyond the original scope of services?
F. How quickly can you begin providing services if awarded the contract?
G. Details of any improvement or upgrades your firm has designed or implemented.
IV. Demonstrated and Technical Experience
Please describe your company’s:
A. Demonstrated record of success on work previously performed.
B. Specific method and techniques to be employed on the project or problem.
V. Work Plan:
Taking all circumstances, current conditions, and required preparations into consideration, describe in detail, your proposed work plan for delivering the services required by this RFP, including, but not limited to.
A. How will you schedule professional and staff to ensure milestones and deadlines are met?
B. Provide required response time to the urgent service requests.
C. How you will make up for work-hours lost (and resulting backlog that may occur) due to various unforeseen situations that may prohibit work on a specific day.
D. Provide any other relevant information that you believe would benefit City for the requested services.
Submitted by:
Company Name
Contact Name
Title
Signature
Email
Phone
Date
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan Attachment B: Special Provisions
All items below apply to this bid proposal:
Hold Harmless and Indemnification: The successful bidder hereby agrees to indemnify, defend, and hold harmless City (including its officials, officers, agents, employees, and representatives) from and against any and all claims of any kind or nature presented against City arising out of vendor's (including vendor's employees, representatives, and subcontractors ) performance under this agreement, excepting only such claims, costs or liability which may arise out of the sole negligence or willful misconduct of City.
Insurance Provisions: Unless otherwise stated in the RFP specifications, the following insurance requirements apply:
1. Comprehensive General Liability Insurance: (include products liability) $1,000,000 per occurrence.
2. Auto Liability Insurance: $1,000,000 per occurrence, combined single limit (CSL).
3. Workers' Compensation Insurance: as required by State statutes.
4. Employer’s Liability Insurance: $1,000,000 per accident; $1,000,000 policy limit for disease.
5. All policies of insurance must provide for a minimum of thirty (30) days written notice of any change or cancellation of the policy.
6. Insurance policies to be in a form ad written through companies acceptable to City; and must include those endorsements which are necessary to extend coverage which is appropriate to the nature of the agreement.
Affirmative Action: In support of Affirmative Action, City requires all suppliers to comply with Title VII of the Civil Right Act of 1964, as amended, the Civil Rights Act of 1992, and all federal, state, and municipal laws and regulations pertaining thereto. In addition, successful bidders must certify prior to award of contracts in excess of $50,000 that they have a written affirmative action plan in compliance with the above laws and regulations, and such plan may be reviewed by City. Said Certification may be made by signing below:
Certified to above - FIRM:
SIGNATURE:
PRINT NAME:
TITLE:
Exceptions: If your company is taking exception to any of the specifications, terms, or conditions (including insurance, indemnification and/or proposed contract language) stated in this Request for Proposal, please indicate below and describe details: (check any that apply).
No exceptions taken
Exception taken to the scope of work or specifications
Exception taken to indemnification and insurance requirements Exception to proposed contract language
Other
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan Please explain any of the checked items:
Note: Taking exception to City’s requirements without approval of City prior to submission of your proposal may be cause for rejection of the proposal.
PROPOSING FIRM: DATE:
BUSINESS ADDRESS:
SIGNATURE OF REPRESENTATIVE:
BY: TITLE:
INSTRUCTION REGARDING SIGNATURE: If bidder is an individual, state "Sole Owner" after signature. If bidder is a partnership, signature must be by a general partner, so stated after "Title". Names of all other partners and their business addresses must be shown below. If bidder is a corporation, signature must be by an authorized officer, so stated after "Title", and the names of the President and Secretary and their business addresses must be shown below:
(CONTINUED ON NEXT PAGE)
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan Attachment C: Client References
(Bidder’s Company Name)
1. Client’s Company Name:
Client Address:
Contact’s Name:
Contact’s Title:
Contact’s Telephone & FAX:
Contact’s Email:
Scope of Services/Products
Provided:
Project Completion Date & Value:
2. Client’s Company Name:
Client Address:
Contact’s Name:
Contact’s Title:
Contact’s Telephone & FAX:
Contact’s Email:
Scope of Services/Products
Provided:
Project Completion Date & Value:
3. Client’s Company Name:
Client Address:
Contact’s Name:
Contact’s Title:
Contact’s Telephone & FAX:
Contact’s Email:
Scope of Services/Products
Provided:
Project Completion Date & Value:
4. Client’s Company Name:
Client Address:
Contact’s Name:
Contact’s Title:
Contact’s Telephone & FAX:
Contact’s Email:
Scope of Services/Products
Provided:
Project Completion Date & Value:
Duplicate this form as necessary to complete list.
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan Attachment D: Non-Collusion Affidavit
Note: To be executed by Proposer and submitted with proposal.
State of
(the State of the place of business)
County of
(the County of the place of business)
, being first duly sworn, deposes and
(name of the person signing this form)
says that he/she is of
(title of the person signing this form)
, the party making the foregoing bid
(name of bidding company)
that such bid is not made in the interest of or on the behalf of any undisclosed person, partnership, company, association, organization or corporation; that such bid is genuine and not collusive or sham; that said bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid and has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that said bidder has not in any manner directly or indirectly sought by agreement, communication, or conference with anyone to fi x the bid price of said bidder or of any other bidder or to fix any overhead profit, or cost element of such bid price, or of that of any other bidder, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in such bid are true, and further, that said bidder has not directly or indirectly submitted his bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid and will not pay any fee in connection therewith, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, or to any other individual except to any person or persons as have a partnership or other financial interest with said bidder in the general business.
By:
(signature)
Printed Name:
(name of the person signing this form)
Title:
(title of the person signing this form)
Notary is required for this bid.
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Attachment: RFP 2022-065_Professional Services _Parks Comm Svc Trails Master Plan_FINAL (5915 : APPROVE AND EXECUTE CONSULTANT City of Moreno Valley
AGREEMENT FOR ON-SITE AND/OR PROFESSIONAL SERVICES
This Agreement is made by and between the Moreno Valley Community Services District, California, a municipal corporation, with its principal place of business at 14177 Frederick Street, Moreno Valley, CA 92552, hereinafter referred to as the “City”, and KTU&A, a CALIFORNIA CORPORATION, with its principal place of business at 3916 Normal Street, San Diego, CA 92103, hereinaft er referred to as the “Contractor,” based upon City policies and the following legal citations:
RECITALS
A. Government Code Section 53060 authorizes the engagement of persons to perform special services as independent contractors;
B. Contractor desires to perform and assume responsibility for the provision of professional Parks, Community Services, and Trails M aster Plan contracting services required by the City on the terms and conditions set forth in this Agreement. Contractor represents that it is experienced in providing professional Parks, Community Services, and Trails Master Plan contracting services, is licensed in the State of California, if applicable;
C. City desires to engage Contractor to render such services for the Parks, Community Services, and Trails Master Plan as set forth in this Agreement; D. The public interest, convenience, necessity and general welfare will be served by this Agreement; and
E. This Agreement is made and entered into effective the date the City signs this Agreement.
TERMS
1. CONTRACTOR INFORMATION:
Contractor’s Name: KTU&A________________________________________ Address: 3916 Normal Street________________________________________ City: San Diego____ State: CA______ Zip: 92103______________________ Business Phone: (619) 294-4477 Ext.134 or Ext. 136 Fax No. (619) 294-9965 Main Contact: Michael “Mike” Singleton_& Mark Carpenter____________ Main Contact Number: Cell (619) 788-2128 -Mike Singleton Email: [email protected] or [email protected]
Business License Number: _36862____________________
Federal Tax I.D. Number: __95-2750597_______________
2. CONTRACTOR SERVICES, FEES, AND RELEVANT DATES:
A. The Contractor’s scope of service is described in Exhibit “A” attached hereto and incorporated herein by this reference.
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT
AGREEMENT FOR PROFESSIONAL SERVICES
PARKS, COMMUNITY SERVICES, AND TRAILS MASTER PLAN
2 B. The City’s responsibilities, other than payment, are described in Exhibit “B” attached hereto and incorporated herein by this reference.
C. Payment terms are provided in Exhibit “C” attached hereto and incorporated herein by this reference.
D. The term of this Agreement shall be from October 1, 2022, to December 31, 2023 unless terminated earlier as provided herein. The City acknowledges that it will not unreasonably withhold approval of the Contractor’s requests for extensions of time in which to complete the work required. The Contractor shall not be responsible for performance delays caused by others or delays beyond the Contractor’s reasonable control (excluding delays caused by non- performance or unjustified delay by Contractor, his/her/its employees, or subcontractors), and such delays shall extend the time for performance of the work by the Contractor.
3. STANDARD TERMS AND CONDITIONS:
A. Control of Work. Contractor is solely responsible for the content and sequence of the work, and will not be subject to control and direction as to the details and means for accomplishing the anticipated results of services. The City will not provide any training to Contractor or his/her/its employees.
B. Intent of Parties. Contractor is, and at all times shall be, an independent contractor and nothing contained herein shall be construed as making the Contractor or any individual whose compensation for services is paid by the Contractor, an agent or employee of the City, or authorizing the Contractor to create or assume any obligation or liability for or on behalf of the City, or entitling the Contractor to any right, benefit, or privilege applicable to any officer or employee of the City.
C. Subcontracting. Contractor may retain or subcontract for the services of other necessary contractors with the prior written approval of the City. Payment for such services shall be the responsibility of the Contractor. Any and all subcontractors shall be subject to the terms and conditions of this Agreement, with the exception that the City shall have no obligation to pay for any subcontractor services rendered. Contractor shall be responsible for paying prevailing wages where required by law [See California Labor Code Sections 1770 through 1777.7].
D. Conformance to Applicable Requirements . All work prepared by Contractor shall be subject to the approval of City.
E. Substitution of Key Personnel. Contractor has represented to City that certain key personnel will perform and coordinate the s ervices under this Agreement.
Should one or more of such personnel become unavailable, Contractor may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Contractor cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause.
As discussed below, any personnel who fail or refuse to perform the services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequa te or timely completion of B.6.b
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT
AGREEMENT FOR PROFESSIONAL SERVICES
PARKS, COMMUNITY SERVICES, AND TRAILS MASTER PLAN
3 the project or a threat to the safety of persons or property, shal l be promptly removed from the project by the Contractor at the request of the City. The key personnel for performance of thi s Agreement are as follows: Mike Singleton, Contract Manager /Principal Planner/Landscape Architect; Mark Carpenter, Assistant Contract Manger/ Principal Quality Control & Resource Planner; Matt Wilkins, Project Manager/ Associate Landscape Architect; Alex Samarin , Assistant Project Man ager/GIS Technical Manager; Jacob Leon, Outreach Facilitator/Associate Planner and Nicole Rogge, Planner.
F. City’s Representative. The City hereby designates the City Manager, or his or her designee, to act as its representative for the performance of this Agreement (“City’s Representative”). Contractor shall not accept direction or orders from any person other than the City’s Representative or his or her designee.
G. Contractor’s Representative. Contractor hereby designates Mike Singleton, Contract Manager /Principal Planner /Landscape Architect and Mark Carpenter, Assistant Contract Manager/ Principal Quality Control & Resource Planner, or their designee, to act as its representative for th e performance of this Agreement (“Contractor’s Representative”). Contractor’s Representative shall have full authority to represent and act on behalf of the Contractor for all purposes under this Agreement. The Contractor’s Representative shall supervise and direct the services, using his or her best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the services under this Agreement.
H. Legal Considerations. The Contractor shall comply with applicable federal, state, and local laws in the performance of this Agreement. Contractor shall be liable for all violations of such laws and regulations in connection with services.
If the Contractor performs any work knowing it to be contrary to such laws, rules and regulations and without giving written notice to the City, Contractor shall be so lely responsible for all costs arising therefrom. Contractor shall defend, indemnify and hold City, its officials, directors, officers, employees and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.
I. Standard of Care; Performance of Employees . Contractor shall perform all services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Contractor represents and maintains that it is skilled in the profession necessary to perform the s ervices.
Contractor warrants that all employees and subcontractor shall have sufficient skill and experience to perform the s ervices assigned to them. Finally, Contractor represents that it, its employees and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the services and that such licenses and approvals shall be maintained throughout the term of this Agreement. Any employee of the Contractor or its subcontractors who is determined by the City to be B.6.b
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT
AGREEMENT FOR PROFESSIONAL SERVICES
PARKS, COMMUNITY SERVICES, AND TRAILS MASTER PLAN
4 uncooperative, incompetent, a threat to the adequa te or timely completion of the project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the services in a manner acceptable to the City, shall be promptly removed from the project by the Contractor and shall not be re-employed to perform any of the services or to work on the project.
J. Contractor Indemnification. Contractor shall indemnify, defend and hold the City, the Moreno Valley Housing Authority, and the Moreno Valley Community Services District (CSD), their officers, agents and employees harmless from any and all claims, damages, losses, causes of action and demands, including, without limitation, the payment of all consequential damages, expert witness fees, reasonable attorney’s fees and other related costs and expenses , incurred in connection with or in any manner arising out of Contractor’s performance of the work contemplated by this Agreement and this Agreement. Acceptance of this Agreement signifies that the Contractor is not covered under the City’s general liability insurance, employee benefits, or worker’s compensation. It further establishes that the Contractor shall be fully responsible for such coverage. Contractor’s obligation to indemnify shall survive expiration or termination of this Agreement, and shall not be restricted to insurance proceeds, if any, received by the City, the Moreno Valley Housing Authority, and the CSD, and their officers, agents and employees.
K. Additional Indemnity Obligations . Contractor shall defend, with c ounsel of City’s choosing and at Contractor’s own cost, expense and risk, any and all claims, suits, actions or other proceedings of every kind covered by Section “J” that may be brought or instituted against City, the Moreno Valley Housing Authority, and the CSD, and their officers, agents and employees. Contractor shall pay and satisfy any judgment, award or decree that may be rendered against City, the Moreno Valley Housing Authority, and the CSD, and their officers, agents and employees as part of any such claim, suit, action or other proceeding. Contractor shall also reimburse City for the cost of any settlement paid by City, the Moreno Valley Housing Authority, and the CSD, and their officers, agents and employees as part of any such claim, suit, act ion or other proceeding. Such reimbursement shall include payment for City’s attorney’s fees and costs, including expert witness fees. Contractor shall reimburse City, the Moreno Valley Housing Authority, and the CSD, and their officers, agents and employees for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided.
L. Insurance Requir ements. The C ontractor will comply with the following insurance requirements at its sole expense. Insurance companies shall be rated (A Minus: VII— Admitted) or better in Best’s Insurance Rating Guide and shall be legally licensed and qualified to conduct business in the State of California:
The Contractor shall procure and maintain, at its sole expense, Workers’ Compensation Insurance in such amounts as will fully comply with the laws of the State of California and which shall indemnify, insure and provide legal defense for the Contractor and the City, the Housing Authority and CSD against any loss, claim, or damage arising from any injuries or occupational diseases B.6.b
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT
AGREEMENT FOR PROFESSIONAL SERVICES
PARKS, COMMUNITY SERVICES, AND TRAILS MASTER PLAN
5 happening to any worker employed by the Contractor in the course of carrying out the Agreement. This coverage may be waived if the Contractor is determined to be functioning as a sole proprietor and the city provided form “Exception to Worker’s Compensation Coverage” is signed, notarized and attached to this Agreement
× General Liability Insurance—to protect against loss from liability imposed by law for damages on account of bodily inj ury, including death, and/or property damage suffered or alleged to be suffered by any person or persons whomever, resulting directly or indirectly from any act or activities of the Contractor, sub-Contractor, or any person acting for the Contractor or under its control or direction. Such insurance shall be maintained in full force and effect throughout the terms of the Agreement and any extension thereof in the minimum amounts provided below:
Bodily Injury $1,000,000 per occurrence/ $2,000,000 aggregate Property Damage $1,000,000 per occurrence/ $2,000,000 aggregate
× Professional Errors and Omission Insurance —such coverage shall not be less than $1,000,000 per claim and $2,000,000 aggregate.
× Liability and Property Damage Insurance coverage for owne d and non - owned automotive equipment operated on City/CSD/ Housing Authority premises. Such coverage limits shall not be less than $1,000,000 combined single limit.
× A Certificate of Insurance and appropriate additional insured endorsement evidencing the above applicable insurance coverage shall be submitted to the City prior to the execution of this Agreement. The Certificate of Insurance or an appropriate binder shall bear an endorsement containing the following provisions:
Solely as respect to services done by or on behalf of the named insured for the City of Moreno Valley, it is agreed that the City of Moreno Valley, the Moreno Valley Housing Authority, and the Moreno Valley Community Services District, their officers, officials, employees, agents, and volunteers are included as additional insured under this policy and the coverage(s) provided shall be primary insurance and not contributing with any other insurance available to the City of Moreno Valley, the Moreno Valley Housing Authority, and the Moreno Valley Community Services District, their officers, officials, employees, agents, and volunteers , under any third party liability policy
The terms of the insurance policy or policies issued to provide the above coverage shall neither be amended to reduce the required insurance limits and coverages nor shall such policies be canceled by the carrier without thirty (30) B.6.b
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT
AGREEMENT FOR PROFESSIONAL SERVICES
PARKS, COMMUNITY SERVICES, AND TRAILS MASTER PLAN
6 days prior written notice by certified or registered mail of amendment or cancellation to the City, except that cancellation for non- payment of premium shall require ten (10) days prior written notice by certified or registered mail.
In the event the insurance is canceled, the Contractor shall, prior to the cancellation date, submit new evidence of insurance in the amounts established.
M. Intellectual Property . Any system or documents developed, produced or provided under this Agreement, including any intellectual property discovered or developed by Contractor in the course of performing or otherwise as a result of its work, shall bec ome the sole property of the City unless explicitly stated otherwise in this Agreement. The Contractor may retain copies of any and all material, including drawings, documents, and specifications, produced by the Contractor in performance of this Agreement. The City and the Contractor agree that to the extent permitted by law, until final approval by the City, all data shall be treated as confidential and will not be released to third parties without the prior written consent of both parties.
N. Entire Agreement. This Agreement constitutes the entire agreement between the parties. There are no understandings, agreements, or representations of warranties, expressed or implied, not specified in this Agreement. This Agreement applies only to the current proposal as attached. This Agreement may be modified or amended only by a subsequent written Agreement signed by both parties. Assignment of this Agreement is prohibited without prior written consent.
O. (a) The City may terminate the whole or any part of th is Agreement at any time without cause by giving at least ten (10) days written notice to the Contractor. The written notice shall specify the date of termination. Upon receipt of such notice, the Contractor may continue work through the date of termination, provided that no wor k or service(s) shall be commenced or continued after receipt of the notice which is not intended to protect the interest of the City. The City shall pay the Contractor within thirty (30) days after receiving any invoice after the date of termination for all non- objected to services performed by the Contractor in accordance herewith through the date of termination.
(b) Either party may terminate this Agreement for cause. In the event the City terminates this Agreement for cause, the Contractor shall perform no further work or service(s) under the Agreement unless the notice of termination authorizes such further work.
(c) If this Agreement is terminated as provided herein, City may require Contractor to provide all finished or unfinished documents and data and other information of any kind prepared by Contractor in connection with the performance of services under this Agreement. Contractor shall be required to provide such documents and other information within fifteen (15) days of the request.
(d) In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, similar to those terminated.
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AGREEMENT FOR PROFESSIONAL SERVICES
PARKS, COMMUNITY SERVICES, AND TRAILS MASTER PLAN
7 P. Payment. Payments to the Contractor pursuant to t his Agreement will be reported to Federal and Stat e taxing authorities as required. The City will not withhold any sums from compensation payable to Contractor. Contractor is independently responsible for the payment of all applicable taxes. Where the payment terms provide for compensation on a time and materials basis, the Contractor shall maintain adequate records to permit inspection and audit of the Contractor’s time and materials charges under the Agreement. S uch records shall be retained by the Contractor for three (3) years following completion of the services under the Agreement.
Q. Restrictions on City Employees . The Contractor shall not employ any City employee or official in the work performed pursuant to this Agreement. No officer or employee of the City shall have any financial interest in this Agreement in violation of federal, state, or local law.
R. Choice of Law and Venue. The laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement, and shall govern the interpretation of this Agreement. Any legal proceeding arising from this Agreement shall be brought in the appropriate court located in Riverside County, State of California.
S. Delivery of Notices . All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:
Contractor:
KTU&A
3916 Normal Street
San Diego, CA 92103
Attn: Michael Singleton, Contract Manager
and Mark Carpenter, Assistant Contract Manager
City:
City of Moreno Valley
14177 Frederick Street
P.O. Box 88005
Moreno Valley, CA 92552
Attn: Jeremy Bubnick, Parks & Community Services
Director
Such notice shall be deemed made when personally delivered or when mailed, forty -eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.
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AGREEMENT FOR PROFESSIONAL SERVICES
PARKS, COMMUNITY SERVICES, AND TRAILS MASTER PLAN
8 T. Time of Essence. Time is of the essence for each and every provision of this Agreement.
U. City’s Right to Employ Other Contractors. City reserves right to employ other contractors in connection with this project.
V. Amendment; Mo dification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both parties.
W. Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a party shall give the other party any contractual rights by custom, estoppel, or otherwise.
X. No Third Party Beneficiaries . There are no intended third party beneficiaries of any right or obligation assumed by the parties.
Y. Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
Z. Invalidity; Severability. If any portion of this Agreement is de clared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
AA. Assignment or Transfer . Contractor shall not assign, hypothecate, or transfer, either directly or b y operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attem pted assignment, hypothecation or transfer.
BB Supplementary General Conditions (for projects that are funded by Federal programs). The following provisions, pursuant to 44 Code of Federal Regulations, Part 13, Subpart C, Section 13.36, as it may be amended from time to time, are included in the Agreement and are required to be included in all subcontracts entered into by CONTRACTOR for work pursuant to the Agreement, unless otherwise expressly provided herein. These provisions supersede any conflicting provisions in the General Conditions and shall take precedence over the General Conditions for purposes of interpretation of the General Conditions. These provisions do not otherwise modify or replace General Conditions not in direct conflict with these provisions. Definitions used in these provisions are as contained in the General Conditions.
1. CONTRACTOR shall be subject to the administrative, contractual, and legal remedies provided in the General Conditions in the event CONTRACTOR violates or breaches terms of the Agreement.
2. CITY may terminate the Agreement for cause or for convenience, and CONTRACTOR may terminate the Agreement, as provided the General Conditions.
3. CONTRACTOR shall comply with Executive Order 11246 of September 24, 1965, entitled Equal Employment Opportunity, as amended by Executive Order 11375 of October 13, 1967, and as supplemented in Department of B.6.b
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AGREEMENT FOR PROFESSIONAL SERVICES
PARKS, COMMUNITY SERVICES, AND TRAILS MASTER PLAN
9 Labor regulations (41 CFR chapter 60). (All construction contracts awarded in excess of $10,000 by CITY and/or subcontracts in excess of $10,000 entered into by CONTRACTOR.)
4. CONTRACTOR shall comply with the Copeland Anti-Kickback Act (18 U.S.C. 874) as supplemented in Department of Labor regulations (29 CFR Part 3) (All contracts and subcontracts for construction or repair.)
5. CONTRACTOR shall comply with the Davis-Bacon Act (40 U.S.C. 276a to 276a7) as supplemented by Department of Labor regulations (29 CFR Part 5).
6. CONTRACTOR shall comply with Sections 103 and 107 of the Contract Work Hours and Safety Standards Act (40 U.S.C. 327330) as supplemented by Department of Labor regulations (29 CFR Part 5).
7. CONTRACTOR shall observe CITY requirements and regulations pertaining to reporting included in the General Conditions.
8. Patent rights with respect to any discovery or invention which arises or is developed in the course of or under the Agreement shall be retained by the CITY.
9. Copyrights and rights in data developed in the course of or under the Agreement shall be the property of the CITY. FEMA/CalOES reserve a royalty-free, nonexclusive, irrevocable license to reproduce, publish or otherwise use or authorize to others to use for federal purposes a copyright in any work developed under the Agreement and/or subcontracts for work pursuant to the Agreement.
10. CONTRACTOR shall provide access by the City, the Federal grantor agency, the Comptroller General of the United States, or any of their duly authorized representatives to any books, documents, papers, and records of the contractor which are directly pertinent to that specific contract for the purpose of making audit, examination, excerpts, and transcriptions.
11. CONTRACTOR shall retain all required records for three years after CITY makes final payments and all other pending matters relating to the Agreement are closed.
12. CONTRACTOR shall comply with all applicable standards, orders, or requirements issued under section 306 of the Clean Air Act (42 U.S.C. 1857(h)), section 508 of the Clean Water Act (33 U.S.C. 1368), Executive Order 11738, and Environmental Protection Agency regulations (40 CFR part 15). (This provision applies to contracts exceeding $100,000 and to subcontracts entered into pursuant to such contracts.)
13. CONTRACTOR shall comply with mandatory standards and policies relating to energy efficiency which are contained in the State energy conservation plan issued in compliance with the Energy Policy and Conservation Act (Pub. L. 94163, 89 Stat. 871).
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AGREEMENT FOR PROFESSIONAL SERVICES
PARKS, COMMUNITY SERVICES, AND TRAILS MASTER PLAN
11 EXHIBIT A
SCOPE OF WORK
KTUA RFP 2022-065
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PROFESSIONAL
SERVICES FOR
PARKS,
COMMUNITY
SERVICES & TRAILS
MASTER PLAN
RFP NUMBER 2022-065
CITY OF MORENO VALLEY
JUL Y 7, 2022
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT SECTION 1: Executive Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 SECTION 2: Company Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 KTUA Firm Profile and Experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 KTUA Experience and Subconsultant Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 SECTION 3: Professional Team Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Team Overview and Organization Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Management Communication Plan, Project Management & Scheduling Strategies . 7 KTUA Key Personnel Resumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Subconsultant Key Personnel Resumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 SECTION 4: Proposal Costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (Submitted Separately) SECTION 5: Response Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 SECTION 6: Required Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Special Provisions Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Client Reference List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Non-Collusion Affidavit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 SECTION 7: Work Samples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Samples of Work, Queries, Reports, and Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Table of Contents
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT July 7, 2022
Patty Yhuit, Sr . Management Analyst
City of Moreno Valley
14177 Frederick St ., Moreno Valley, CA 92553
Dear Ms . Yhuit and Members of the Selection Committee
Albert Einstein understood very well that people cannot solve problems with the same thinking used when they created them . As time and life’s journeys go forward, a whole new set of issues and challenges are created that need to be anticipated and accommodated . The basis of suc- cessfully understanding the opportunities and constraints of the City of Moreno Valley’s Parks, Community Services, and Trails, Master Plan will, in part, rest in understanding the past and the present as we envision for the future . Parks and open space are the essential thread that ties our cities, communities, and neighborhoods together . They also tie our families and friends together and give us the ability to turn a stranger into a friend .
The 2010 Parks, Recreation and Open Space Comprehensive Plan has served the City well and creates a strong starting point for this update . Since 2010, level of service standards have been up- dated and new tools have emerged to evaluate LOS; MoVal has experienced tremendous growth requiring additional community amenities; the public’s availability, desire, or ability to engage in civil public discussion has shifted; rising construction costs, labor shortages, and supply chain issues may impact the City’s ability to implement future CIP projects; and park equity has emerged as a vitally important guiding principle .
Today, a citywide master plan has to be more than ballfields and playgrounds . Our recommenda- tions for park improvements include innovative solutions for stormwater runoff; the identification of climate adaptations to address excessive heat, cold or wind through urban forestry; the use of State policies such as the Quimby Act for procuring developer funds to enhance and augment park as- sets; and the use of Crime Prevention through Environmental Design (CPTED) principles to increase safety and security . Our plans seek to balance these factors and are unique to each community, using methods to tune amenity distribution and types to respond to the community’s desires and regional benchmarking to further enhance the NRPA national averages of park amenities . These planning efforts also need to close the gaps of equitable distribution, increase assets to meet the community’s park acreage standards, look for efficiencies in park use by considering amenity infills, and re-invent recreational experiences that are translated into great personal experiences .
KTUA has been designing and planning park and recreation facilities for over 50 years and we have a staff of 29 . Our expe- rience with the City of Moreno Valley includes the preparation of your 2014 Bicycle Master Plan and Dracaea Avenue Neigh- borhood Greenway Corridor Study . We have provided landscape architectural services for Moreno Valley College, as well as the Parks Master Plan for the City of Perris . We also prepared the Box Springs Mountain Trails Master Plan for RivCo Parks .
I will serve as the principal in charge and Matt Wilkins will serve as the project manager . Matt completed the Parks Master Plan for the City of Montebello in 2021, and since then the City has successfully leveraged the data from the prioritized project recommendations to develop and fund CIP projects . Jacob Leon will lead the outreach for the project . He is bilingual and fluent in Spanish and specializes in identifying strategies and tools to get the most out of the engagement process .
Matrix Consulting Group (MCG) services include an analysis of programs and services, maintenance and operations eval- uation, and financial strategy plan . The statistically-valid survey will be completed by RRC Associates . RRC specializes in obtaining community input on a variety of topics related to parks, recreation, community, and trail amenities .
We look forward to the opportunity to discuss our approach and qualifications with you . This proposal remains valid for 180 days from July 7, 2022 .
Respectfully submitted,
Mike Singleton, Senior Principal Planner
YEAR FOUNDED
1970
LEGAL NAME AND ADDRESS
KTU&A
3916 Normal Street
San Diego, CA 92103
Phone: 619-294-4477
Fax: 619-294-9965
[email protected] or
[email protected]
website: www.ktua.com
ORGANIZATIONAL STRUCTURE
California Corporation
PRIOR NAME
Kawasaki Theilacker & Associates
CORPORATE OFFICERS
Michael Singleton, President
Mark Carpenter, Secretary/Treasurer
Brooke Whalen, Vice President
Chris Langdon, Vice President
Joe Punsalan, Vice President
EMPLOYEES - 29
12 Landscape Architects
8 Planners
2 Transportation Planners
2 Landscape Designers
1 Irrigation Designer
1 GIS Analyst
1 Transportation Engineer
2 Accounting
KTUA AUTHORIZED REPRESENTATIVE
MICHAEL SINGLETON | AICP CTP, CA PLA, LEED AP
619-294-4477 x134; Cell: 619-788-2128; [email protected]
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SECTION 2
SHADOW MOUNTAIN PARK
“This is an excellent park . Very clean . A walking loop, two fields, a huge new play- ground, and it even has ziplines . The mountains in the background make it extra lovely .” ~ MOVAL Resident Comment
B.6.b
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 3 SECTION 2 | COmpaNy INfOrmaTION | KTUA Profile & Relevant Experience KTUA is a collaboration of planners, landscape architects, GIS analysts, and graphic designers focused on the creation of livable communities. Established in 1970, KTUA has expanded the boundaries of a traditional landscape architecture office by incorporating active transportation, community planning, federal planning, and natural re- source management practices into our portfolio. With this diversity, KTUA has the ability to help shape the bigger picture while addressing the fine-grained details that contribute to sustainable natural and built environments.
STORY MAP: https://arcg.is/1bf5q5
City of Ontario Parks Master Plan
The City of Ontario Recreation and Parks Master Plan is a comprehensive park planning effort that provides a 10-20- year vision for the Recreation and Community Services and Parks Department . The Plan included an analysis of existing programming in parks and facilities, capital improvement plans, a financial strategy plan, prioritization of proposed recommendations, and an operations and maintenance
plan . Identifying existing and future park needs was a critical element of the planning process, therefore requiring extensive community and stakeholder engagement, field
visits to each park, and GIS-related mapping analyses . The team used a collaborative community outreach approach
that included a series of public workshops, surveys, online maps, and focus group meetings . The final plan supports the City’s goals of implementing prioritized park amenities and programming recommendations .
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 4 SECTION 2 | COmpaNy INfOrmaTION | KTUA Experience & Subconsultant Profiles ADDITIONAL EXPERIENCE:
• City of Menifee Parks Master Plan
• City of Perris Parks Master Plan
• City of San Jacinto Trails Master Plan
• City of Goleta Parks, Facilities, and Playgrounds Master Plan • City of Montclair Parks Master Plan
• City of Oceanside Parks Master Plan
• City of Palmdale Sam Yellen Park & Arnie Quinones Park Master Plan • City of Santee Community Center and Parks Master Plan Update • City of Victorville Parks Master Plan
• Phelan Community Park and Parks Master Plan
MORENO VALLEY EXPERIENCE:
• City of Moreno Valley Bicycle Master Plan
• City of Moreno Valley Dracaea Avenue Neighborhood Greenway Corridor Study
• Moreno Valley College Landscape Renovation
This is an outstanding analysis that beautifully illustrates recommended improvements in ways that anyone can
understand. It is a truly high quality product that will not gather dust on a shelf, but instead will be a viable and flexi- ble trail management tool for years to come.
~ SD/ASLA awards program jury comments
Riverside County Box Springs Mountain
Comprehensive Trails Master Plan
Box Springs Mountain Reserve is 2,329 acres of pictur-
esque rocky peaks located between Riverside and Moreno
Valley, rising immediately northeast of the Interstate 215/ State Route 60 interchange where a large “M” is clearly visible just below the southernmost peak . Trail users in- clude hikers, equestrians, and mountain bikers . Many of its existing trails were unsustainably steep and suffered from extensive erosion, and trail connections within the Reserve and surrounding communities was limited .
This comprehensive trails master plan addressed both
the Reserve and its surrounding area, including regional connectivity, assessing existing trails and staging areas, conceptual design of new trails, and the development of sustainable design and maintenance standards to be used for this Reserve and the County’s other open space re-
serves that highlight a positive trail experience . New trails were planned to replace the most unsustainably steep
existing routes, including technically challenging trails to take advantage of the Reserve’s abundant rock outcrops .
A paved route along an existing rail line directly connects Moreno Valley and Riverside, a “low stress” off-street route that provides non-motorized access . This plan supports future acquisition decisions for an improved open space recreational trail system and staging areas in and surround- ing the Box Springs Mountain Reserve .
VIEW MONTEBELLO PARKS MP STORY MAP: https://arcg.is/0yeqOa City of Montebello Parks Master Plan
The City of Montebello Parks Master Plan is a comprehen- sive plan for the city’s park and recreational facilities . The work entailed thorough research, analysis, and inventory of the existing parks and city facilities to understand the current conditions and lifespan of the various assets . The team facilitated extensive community outreach to gauge the community and stakeholder’s use of the existing facilities and preferences for proposed improvements .
The team utilized advanced GIS mapping techniques to
analyze the park distribution and developed a comprehen- sive needs assessment developed from the analysis and
outreach phases to help establish the recommendations
which indicate specific improvements on the city facilities, programs, financials, and various other components .
KTUA worked on three site-specific master plans of parks that are identified by the data to help determine improve- ments . KTUA also prepared various maps demonstrating
how a Joint Use Agreement (JUA) may help fill in the void of park sparse areas along with maps showing other infill op- portunities, linear green corridors, and other infill amenities .
SUBCONSULTANT PROFILES
Matrix Consulting Group
Since 2002, The Matrix Consulting Group has worked
with over 1,300 government agencies, conducting cost
of service and management studies providing recom-
mendations relating to operations, improvements, and
cost recovery. The firm has extensive experience con-
ducting comprehensive user fee studies. The ultimate
goal in reviewing parks and recreation costs for service, is to ensure that fees and rates are set at a level that allows the City to continue to serve the community in a manner consistent with current goals and commitments.
RRC
RRC has extensive experience with parks and recreation
and open space and trails needs assessment studies.
The goal of the studies is to obtain community input on a variety of topics related to parks and recreation use and community priorities for future improvements. A variety of research techniques are used in the studies, includ- ing telephone, mail, Internet, user surveys, and focus
groups. Current satisfaction levels with existing facilities and programs are also measured, as is the relative im-
portance of specific new priorities, facilities, and policies most desired and needed by the communities. Results
and conclusions from the research help guide the devel- opment of recreation master plans.
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Team Assignments
MORENO VALLEY COMMUNITY PARK
“Amazing park . Lots of parking . Great night time lighting . Held the Inland Empire Skate Tour Volume 4 here . It went off!”
~ MOVAL Resident Comment
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STAFFING COMMITMENT: Key KTUA personnel are available for the duration of the project. Key staff will not be removed or replaced without the prior consent of the City of Moreno Valley.
Stakeholders
City of Moreno Valley
KTUA STAFFING PLAN
KTUA utilizes the Resource Planning
module of Deltek VantagePoint for
weekly staff scheduling, allowing us
to accurately schedule staff resourc-
es with the appropriate experience
to meet project deadlines . Staffing
responsibilities include:
1 . The assigned project manager
is involved in the review of the
scope, the preparation of the fee
and the contract negotiation .
2 . The project manager works with
the client to develop and validate
the overall goals and objectives
of the project, as well as identify
project issues, requirements, bud-
gets, milestones, deadlines, and
design parameters .
3 . A project schedule is developed
by the project manager indicating
all submittals and review periods .
The QC manager reviews the
schedule to assure that adequate
time has been allocated for imple-
mentation of the quality control
process, including review and
coordination of consultant work,
and corrections and revisions
identified in the QC process .
4 . The KTUA policy is to assign a
team of experienced profession-
als that stay with the project from
concept through completion, en-
suring seamless integration from
one phase to the next .
Subconsultant:
Matrix Consulting Group
Alan Pennington
Vice president/ Senior analyst
Khushboo Hussain
Senior analyst
KTUA
Marissa Ritter
planner
KTUA
PROJECT MANAGER
Matt Wilkins
associate Landscape architect
KTUA
Mike Singleton
Contract manager
principal planner/Landscape architect
Mark Carpenter
principal Quality manager/
resource planner
KTUA
Alex Samarin
assistant project manager
GIS Technical manager
Jacob Leon
Outreach facilitator/associate planner
Subconsultant: RRC
Jake Jorgenson
Chief Operating Officer
Sean Maher
CEO
Kailyn Haskovec
research analyst
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project data
meeting logistics
stakeholder identification
project review/approval
CLIENT
MANAGEMENT
PROJECT
ADMINISTRATION
PROJECT
MANAGEMENT
PROJECT
IMPLEMENTATION
CITY OF MORENO VALLEY MIKE SINGLETON MATT WILKINS PROJECT TEAM contract negotiation
contract management
project start-up/close-out
quality control
reporting
meeting management
scheduling
budgeting/invoicing
project plans/studies
community engagement
presentations
submittals
EFFECTIVE PROJECT MANAGEMENT AND SCHEDULING STRATEGIES:
KTUA utilizes a variety of tools to make sure that schedules are met for all interim and final project deadlines.
These tools and techniques include:
• Actively identify critical paths and roadblocks that are likely to happen • Monitor critical paths and decisions to proactively avoid project delays • Schedule concurrent meetings/site visits/over-the-shoulder reviews • Prepare personnel forecasts, allowing early detection and mitigation of cost overruns • Manage changes to scope and scope growth while being flexible with client needs • Fully utilize staff resources of subconsultants to increase overall team capacity PROJECT MANAGER RESPONSIBILITIES INCLUDE:
• Reviewing the scope of work, preparing the fee, and participating in the contract negotiation. • Working with the client to develop and validate the overall goals and objectives, as well as identify project issues, requirements, budgets, milestones, deadlines, and design parameters. • Developing a project schedule indicating all submittals and review periods for KTUA and the consultant team. The QC manager reviews the schedule to assure that adequate time has been allocated for implementation of the quality control process, including review and coordination of consultant work, and corrections and revisions identified in the QC process. • Documenting all direction that results in a critical decision or direction for the project. • Providing the QC checklist and response to comments is provided to the client with the submittal.
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COMMITMENT
15% Availability
EDUCATION
B .S . Landscape Architecture, Cal Poly
San Luis Obispo
REGISTRATIONS
2011 AICP Certified Transportation
Planner 013444, exp . 3/31/23
2009 LEED-AP (Lifetime Certification)
1984 California Landscape Architect,
PLA 2386
AFFILIATIONS
American Society of Landscape
Architects
American Planning Association
Association of Pedestrian and
Bicycle Professionals
Circulate San Diego
AWARDS
2022 APA Los Angeles Award of Merit,
Comprehensive Plan - Small Jurisdiction,
City of Montebello Parks Master Plan
2021 APWA (Parks $2-$5M) Honor
Award, Port of San Diego Chula Vista
Bayfront Sweetwater Bicycle Path and
Promenade
2020 Circulate San Diego Healthy
Community Award; APA San Diego
Transportation Planning Award of Merit;
City of National City INTRA-Connect Plan
2020 APWA Encinitas Coastal Rail Trail
Project of the Y ear, Transportation ($6-
$25M category)
2020 APWA SDSU ENS 700 Field Proj-
ect of the Y ear Parks ($2-$5M category)
2020 APA Inland Empire, Comprehen-
sive Plan- Large Jurisdiction, Prado
Regional Park Master Plan
2020 APA San Diego Comprehensive
Plan - Large Jurisdiction Award of Merit,
City of Oceanside Parks & Recreation
Master Plan
Mike Singleton is the principal of KTUA’s planning team. A common theme for Mike’s work is the integration of nature into new development and the reintro- duction of nature in existing communities. He combines his experience with utilizing GIS tools for an in-depth analysis of geographic, demographic, land use and transportation factors along with his site planning, park planning and re- source planning background. He has successfully served as a workshop/project facilitator for a wide variety of project types, including community redevelopment, park master plans, natural resource management plans, active transportation and trail projects. He works in close coordination with community groups, citizen advisory committees, task forces, city agencies and other public groups to identify project goals and community concerns, discuss project alternatives, and develop solutions to the benefit of the user, client and community.
CITY OF MONTEBELLO PARKS MASTER PLAN
Principal planner/landscape architect for a parks and facilities master plan that entailed research, analysis, and inventory of the existing parks and park facilities to understand the current conditions and lifespans of the City’s assets . An extensive community outreach was conducted to gauge city, stakeholder, and resident use of the facilities along with understanding their desires in future park improvements .
The team utilized an advanced GIS mapping technique to analyze the park distri- bution to develop a comprehensive master plan, indicating specific improvements .
CITY OF ONTARIO PARKS MASTER PLAN
Principal-in-charge responsible for the oversight of inventory of park assets, rec- ommendations, park specific master plans, and other project tasks . The plan iden- tified amenity gaps, level of service, and equity distribution throughout the City .
Supervised the assessment of park and recreation facilities, determining suitable recommendations, and developing the final report for the master plan .
CITY OF OCEANSIDE PARKS AND RECREATION MASTER PLAN
Principal landscape architect . The focus of the master plan was to enhance facil- ities at the existing parks to meet current and future demand, rather than create new parks . The extensive outreach process indicated that improving walking and biking connections to parks, preserving open space, and creating trails through open space were the community’s top needs . Trails through existing open space can be a challenge as it may not be allowed by property owners . Through GIS analysis, new trails were recommended through land owned by government agen- cies and conservancies where it is more likely that public trails can be built . Specific responsibilities included performing an existing conditions and inventory analysis, conducting a Level of Service analysis, developing design standards, developing recommendations for park infill capabilities, developing recommendations for new parks, devising a funding plan, and creating a priority and action plan .
CITY OF GOLETA PARKS, FACILITIES, AND PLAYGROUNDS MASTER PLAN Principal-in-charge responsible for oversight and conducting public outreach, performing an existing conditions and inventory analysis, conducting a Level of Service analysis, developing design standards, developing recommendations for park infill capabilities, developing recommendations for new parks, devising a funding plan, and creating a priority and action plan .
ADDITIONAL EXPERIENCE
• County of San Diego Parks Master Plan
• City of Encinitas Park Master Plan
• City of Santee Parks Master Plan
B.6.b
Packet Pg. 507
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 9 SECTION 3 | TEam | Key Personnel Resumes | Mark Carpenter | Principal Quality Manager | Resource Planner ESCONDIDO PROP . 68 PARKS GRANT FOR ESCONDIDO CREEK LINEAR PARK Project Manager . Collaborated with the City of Escondido in the development of a successful $8 .5 million Prop 68 grant application for the construction of a linear park project along the Escondido Creek . Developed conceptual plans and an opinion of construction costs for additional multi-use pathways, fencing, lighting, shade structures, landscaping, interpretive signage, exercise equipment, and stormwater runoff treatments . Facilitated multiple community workshops to identify features and amenities, evaluate alternatives, and meet grant requirements .
RIVERSIDE COUNTY PARKS MASTER PLAN
Resource planner for GIS data development, analysis, and mapping support for the county parks master plan . Data development included an analysis of approx- imately 1,200 land holdings and 150,000 campground reservations to determine visitor origin . This information became the basis of the physical resources plan and level of service analysis for the park resources Riverside County owns or manages . The level of service identified population centers not serviced by specific recreational resources . The final recommendations identified areas of expansion for recreational resources, as well as resources that should be divested due to overlapping service areas with adjacent providers .
COUNTY OF SANTA BARBARA BARON RANCH MASTER PLAN
Principal resource planner . Developing a Master Plan for the 1,083-acre Baron Ranch on the Gaviota Coast in Santa Barbara county . Balancing habitat protection for the threatened California red-legged frog, with potential agricultural operations and public access were the key issues addressed . The plan was developed with a phased implementation strategy that allows the County to adaptively manage the ranch’s environmental resources and active uses .
CITY OF SAN DIEGO MISSION TRAILS REGIONAL PARK MASTER PLAN UPDATE AND NATURAL RESOURCE
MANAGEMENT PLAN
Project manager responsible for Master Plan update for this 10,000 acre regional park managed by the City of San Diego . Directed the development of opportuni- ties and constraints analyses in support of recreational use and trail planning . Or- chestrated three public workshops and presented updates to the MTRP Citizens Advisory Committee and Task Force . Also responsible for providing direction and oversight to the development of the Natural Resources Management Plan and Programmatic EIR .
ADDITIONAL EXPERIENCE
• San Diego Canyonlands - City Heights Loop Trail Plan and Urban Greening Grant • Crestridge Ecological Reserve Road Crossing Improvement Project • Escondido Creek Conservancy Grape Day Park
With a background in landscape architecture, resource planning, and GIS, Mark oversees Resource Management and Technology services at KTUA. His project experience includes the preparation of natural resource-based park master plans, trail plans, habitat restoration and mitigation plans. His leadership and ability to integrate scientific understanding, technical expertise, and design has allowed him to focus on environmental planning and design projects aimed at balancing the management of natural and cultural resources with human activities.
COMMITMENT
20% Availability
EDUCATION
Bachelor of Landscape Architecture,
Regional Landscape Assessment,
Cal Poly San Luis Obispo, 1995
REGISTRATIONS
2016 AICP #029123
AFFILIATIONS
American Planning Association
AWARDS
2019 California Trails and Greenways
Conference Award Program, Honorable
Mention San Diego Canyonlands City
Heights Trail
2018 APWA San Diego, Environmental
Honor Award (Under $2M category),
San Diego Canyonlands City Heights
Trails
2018 San Diego Architectural Foun-
dation’s Orchid Award - San Diego
Canyonlands City Heights Trails
2017 Circulate San Diego Momen-
tum Awards Ceremony - Connectivity
category, San Diego Canyonlands City
Heights Trails
2011 UCSD Scripps Institution of Ocean-
ography Water Pollution Prevention
Projects, ASCE San Diego
2011 UCSD Scripps Institution of Ocean-
ography Water Pollution Prevention
Projects, APWA San Diego
B.6.b
Packet Pg. 508
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 10 SECTION 3 | TEam | Key Personnel Resumes | Matt Wilkins | Project Manager | Associate Landscape Architect
CITY OF MONTEBELLO PARKS MASTER PLAN
Project manager for a parks and facilities master plan that entails research, analy- sis, and inventory of the existing parks and park facilities to understand the current conditions and lifespans of the city’s assets . Facilitating an extensive community outreach to gauge city, key stakeholder, and resident use of the facilities along with what they desire to see in future park improvements . The team utilized an advanced GIS mapping technique to analyze the park distribution to develop a comprehensive master plan, indicating specific improvements .
CITY OF PERRIS PARKS MASTER PLAN
Project manager assisting with the trails, maintenance, and infill opportunities with- in the City of Perris . Working closely with the City and project team to also assist in various analysis and inventory tasks along with the eventual recommendations for the parks master plan .
CITY OF ONTARIO PARKS MASTER PLAN
Landscape architect in charge of inventory of park assets and assisting with the draft recommendations, park specific master plans, and other project tasks . Work- ing closely with the project team to identify amenity gaps, level of service, and equity distribution throughout the City .
CITY OF VICTORVILLE PARKS MASTER PLAN
Lead landscape architect assisted with the preparation of a parks master plan for the City of Victorville . KTUA was responsible for public outreach, inventory, main- tenance analysis, visioning, CEQA and presentation support for this project .
TOWN OF PHELAN COMMUNITY PARK MASTER PLAN
Senior landscape architect/project manager responsible for providing a conceptual master plan design for the park . The project team worked closely with the Phelan/ Piñon Hills Community Services District to produce several conceptual alternatives which explored various design arrangements for the currently undeveloped 26 acres of land . The park’s program includes: two active soccer and baseball/softball fields, playgrounds, a skate park, pump track, equestrian facilities, dog park, amphi- theater, picnic areas, plazas, and other recreational facilities and infrastructure .
ADDITIONAL EXPERIENCE
• City of Thousand Oaks Conejo Community Park and Community Center • City of Grover Beach Senior Center Feasibility Study
• National City Pepper Park Expansion Vision Plan
COMMITMENT
25% Availability
EDUCATION
B . Landscape Architecture, Minor in
Sustainability, Cal Poly, San Luis Obispo
Architectural Studies, Allan Hancock
College
REGISTRATIONS
2012 LEED Green Associate
2018 CA Landscape Architect PLA 6398,
exp . 6/2023
AFFILIATIONS
American Society of Landscape
Architects
American Planning Association
Digital Technology Practicing
Professional Network, Co-chair
AWARDS
2022 APA Los Angeles Award of Merit,
Comprehensive Plan - Small Jurisdiction,
City of Montebello Parks Master Plan
2020 APWA Ocean Beach Street
Access Honor Award, Parks ($2-$5M
category)
2020 CMAA San Diego, Public Works
Less than $15 M, Ocean Street Beach
Access Improvements
2020 American Society of Concrete
Contractors Decorative Concrete
Council, First Place,Ocean Street Beach
Access Improvements
2017 APWA, Armorlite Drive
Complete Street Plan
Matt Wilkins is an associate landscape architect at KTUA and is currently manag- ing the preparation of the parks master plan update for the City of Menifee. Matt has worked in inter-disciplinary groups throughout his career and brings valuable knowledge of sustainability, park design, landscape architecture, construction, and digital technology to the team. His dedication to the profession and inter- est in 3D and digital technology has allowed him to lead the discussion about technology use in practice. He is a frequent presenter at national conferences.
He has performed numerous field investigations, prepared and led park design from concept to completion, and has created various 3D models, animations and photo simulations for site and city-wide design solutions. With his passion for building a better tomorrow and background in athletics, Matt is dedicated to building better parks for our communities.
RECENT ARTICLE
Tools for Equitable Park Planning and
Design: Digital Workflows to Enhance
Park Access and Quality. From ASLA
Professional Practice Blog, Oct. 7, 2021
https://tinyurl.com/49bk5d5n
B.6.b
Packet Pg. 509
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 11 SECTION 3 | TEam | Key Personnel Resumes | Alex Samarin | Assistant Project Manager | GIS Technical Manager As an associate, Alex Samarin provides technical oversight for GIS workflows, and guides GIS analysis for assessing the impact of planning projects. He has a broad range of experience applying GIS in utilities management, transportation planning, and environmental analysis. Alex is passionate about projects that provide mutually-beneficial solutions to the human-environment relationship.
His previous work spanned regional transportation modeling, regional habitat connectivity, and utility network mapping.
COMMITMENT
25% Availability
EDUCATION
M .A . Geography, (Natural Resource
Management and Environmental Policy),
San Diego State University, 2015
B .A . Geography, (Geographic Informa-
tion Systems), Minor, Environmental Law
and Planning, UC Santa Barbara, 2008
REGISTRATIONS
2021 GISP, GIS Certification Institute
160988
AFFILIATIONS
Association of Environmental
Professionals (AEP)
Association of Pedestrian and Bicycle
Professionals
AWARDS
2020 APA Inland Empire, Comprehen-
sive Plan- Large Jurisdiction, Prado
Regional Park Master Plan
2020 Circulate San Diego Healthy
Community Award; APA San Diego
Transportation Planning Award of Merit;
City of National City INTRA-Connect Plan
PHELAN - PIÑON HILLS PARKS MASTER PLAN
GIS manager for park level-of-service analysis in two rural communities un- derserved by park facilities . Analysis considered the unique context of sparse populations, greater distances and drive times, as well as population growth and potential future parks and amenities .
CITY OF HESPERIA PARKS MASTER PLAN
GIS manager, conducted analysis of park amenities and population level-of-ser- vice, focusing on recommendations for new facilities and active transportation connections among parks .
CITY OF CORONA PARK INVENTORY AND NEEDS ASSESSMENT
Project manager, coordinated analysis of the population-based and geographic level-of-service for parks and park amenities . Population-based level-of-service included a 15-year projection based on potential future park development and regional population estimates . Park amenities analysis applied standards from the 2020 Agency Review by the National Recreation and Park Association . Park-spe- cific underutilized areas were identified based on criteria like gradient and desired amenity . Areas underserved by parks in the City were identified by applying the Corona General Plan park standard to network-distributed service areas (park travelsheds) for walking, biking, and driving .
CITY OF CORONA TRAILS MASTER PLAN INVENTORY
GIS manager for citywide trail inventory . Managed public outreach applications for data collection . Data collection included mobile and desktop applications for collecting public input on frequented trails, as well as public stakeholder outreach meetings and events .
COUNTY OF SAN LUIS OBISPO PARKS NEEDS ASSESSMENT
GIS manager, performed level-of-service analysis for San Luis Obispo County based on population projections and parks distribution . This included a travelshed population analysis, segmented by park type, travel mode, and travel time .
COUNTY OF SAN BERNARDINO PRADO REGIONAL PARK MASTER PLAN GIS manager, conducted and evaluated opportunities and constraints for the development of amenities and open space conservation in an urban regional park setting . This included consideration of physical variables such as elevation, slope, soil type, and flood inundation; access to active use and open space park areas via trails; current concessions and lease agreements, as well as legal settlements for future open space areas .
B.6.b
Packet Pg. 510
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 12
COMMITMENT
20% Availability
EDUCATION
Bachelor of Landscape Architecture,
Cal Poly, San Luis Obispo
REGISTRATIONS
2014, LEED Green Associate
AFFILIATIONS
American Society of Landscape
Architects
Association of Pedestrian and Bicycle
Professionals
SPECIAL SKILLS
Spanish Fluency
AWARDS
2020 San Diego Green Building
Council, Unbuilt Most Efficient EUI Merit
Award, Southwestern College Land-
scape Nursery Technology Center
2020 APA Inland Empire, Comprehen-
sive Plan- Large Jurisdiction, Prado
Regional Park Master Plan
2020 Circulate San Diego Healthy
Community Award; APA San Diego
Transportation Planning Award of Merit;
City of National City INTRA-Connect Plan
2020 ASLA San Diego Award of Merit;
2019 APA California, Comprehensive
Plan Small Jurisdiction; 2019 APA Inland
Empire Comprehensive Plan Small
Jurisdiction, Award of Excellence, San
Jacinto Trails Master Plan
2019 APA Central Coast; 2018 AP-
WA-California Central Coast Project
of the Y ear, Special Studies Under
$2M Category; Goleta BMP Award of
Excellence
2019 SCAG Sustainability Award for
Active, Healthy and Safe Communi-
ties; and 2019 APA OC Transportation
Planning Merit Award: City of Santa Ana
- Central Complete Streets Plan
CITY OF ONTARIO PARKS MASTER PLAN
Project manager . Weekly tasks included communication between the client and project team members, managing a team of in-house GIS analysts and commu- nity outreach specialists, and maintaining project milestones on schedule . His extensive experience with community outreach helped the team and city navigate the COVID-19 pandemic by developing an alternative outreach strategy plan that included the use of online communication tools . Other responsibilities included assessing park and recreation facilities, determining suitable recommendations, and developing the final report for the master plan.
CITY OF SAN JACINTO TRAILS MASTER PLAN
Project manager responsible for all day-to-day project correspondence and tasks including community outreach coordination, existing conditions analysis, field investigations, project development, and document design . Responsibilities also included coordinating with neighboring jurisdictions, stakeholders, and city staff to develop a comprehensive Trails Master Plan that will guide the City with future grant opportunities for project implementation .
CITY OF MONTEBELLO PARKS MASTER PLAN
Outreach facilitator for a parks master plan that entailed research, analysis, and inventory of the existing facilities . Facilitated an extensive community outreach to gauge city, key stakeholder, and resident use of the facilities along with what they desired to see in future park improvements . The team utilized a variety of tools such as SurveyMonkey and advanced GIS mapping software to collect community feedback . Assisted team with workshop facilitation in English and Spanish.
CITY OF PLACENTIA OPEN SPACES AND URBAN GREENING PLAN
Assistant project manager . Designed, coordinated, and completed many tasks throughout the project’s planning process . Assisted in the development of a comprehensive community engagement plan that included strategies, branding, announcements, workshop exhibits, and summaries in both English and Spanish .
Also helped develop park and active transportation recommendations based on the field work, analyses, and community feedback the team received .
CITY OF LA MESA MACARTHUR PARK OPPORTUNITIES AND CONSTRAINTS STUDY AND PARK MASTER PLAN Outreach facilitator for coordination and preparation of materials for three commu- nity workshops . Public outreach materials included online and paper surveys, flyers, postcards, and email announcements . Spanish translation and interpretation were included for all materials and workshops . Analyzed and summarized all public input to use as a guide for future recommendations . Additional involvement included field work, a site analysis of the project’s site and boundaries, and document production .
Jacob Leon is an associate planner and outreach facilitator at KTUA. He is cur- rently managing the development of the parks master plan for the City of Mont- clair. His project responsibilities entail network and facility design, public outreach, technical drafting, and 3D modeling. He is an integral member of KTUA’s tactical urbanism team, raising public awareness of the benefits of thoughtful urban de- sign, safe pedestrian and bicycle accessibility, and green infrastructure. His strong background in 3D modeling and graphic design allows him to produce effective digital and printed media to help communicate design concepts. His planning ex- perience includes park master plans, active transportation plans, complete streets plans, bicycle and pedestrian master plans. These projects entail network and facility design, public outreach, and 3D modeling. His experience in landscape architecture includes feasibility studies, site analysis, and park design.
SECTION 3 | TEam | Key Personnel Resumes | Jacob Leon | Outreach Facilitator | Associate Planner B.6.b
Packet Pg. 511
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 13 SECTION 3 | TEam | Key Personnel Resumes
CITY OF MONTEBELLO PARKS MASTER PLAN
Planner for a parks and facilities master plan assisting in conducting research, analysis, and inventory of the existing parks and park facilities to understand the current and future conditions of the city’s park amenities . Created surveys through SurveyMonkey to help facilitate extensive community outreach to gauge resident use of the facilities and what improvements they would like to see in future park amenities . Managed document production and graphic design of the final report .
COUNTY OF SANTA BARBARA BARON RANCH MASTER PLAN
Planner, assisted with producing GIS Maps for the final report including existing conditions and analysis . Created maps using GIS and collected data from USGS .
SANTA YNEZ TRAIL ALIGNMENT STUDY
Planner . Assisted with GIS for the Santa Ynez River Trail Alignment Study, collected collision data from TIMS and create heat-maps . Mapped out unique views along the proposed trail .
CITY OF EL MONTE VISION ZERO
Planner/community outreach lead, facilitated outreach events and communicated with the technical advisory committee . Assisted with the project analysis, rec- ommendations and GIS mapping . Responsible for the design and production of document layout .
ADDITIONAL EXPERIENCE
• City of Menifee Parks Master Plan
• City of Montclair Parks Master Plan
COMMITMENT
40% Availability
EDUCATION
B .S . City and Regional Planning, Cali-
fornia Polytechnic State University, San
Luis Obispo
AFFILIATIONS
American Planning Association
Urban Land Institute
AWARDS
2022 APA San Diego Award of Merit,
Transportation Planning, Imperial Coun-
ty Transportation Commission Regional
Active Transportation Plan
Marissa Ritter is a planner at KTUA and focuses on active transportation and federal planning. She holds a Bachelor of Science in City and Regional Planning from California Polytechnic State University San Luis Obispo. Her project re- sponsibilities entail GIS analyzing, graphic design, Asset Evaluations, and Basic Facility Requirements. Her experience with GIS includes data creation/editing, spatial analysis and calculation, and mapping. Her interests include urban de- sign, graphic design, sketching, and paddle boarding.
B.6.b
Packet Pg. 512
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 14
Matrix Consulting Group 2
ALAN PENNINGTON
VICE PRESIDENT, MATRIX CONSULTING GROUP
Alan Pennington leads our General Consulting Practice which includes our Parks and Recreation practice area. He has served as the Project Manager or Lead Analyst on over 300 local government studies including recent parks and recreation engagements. Alan has extensive experience conducting assessments for parks and recreation operations including evaluation of policies and procedures.
Alan’s relevant experience include:
• Completed over 300 local government assessment including over 50 parks and recreation evaluations.
• Implemented numerous approaches to ensuring stakeholder feedback and input is fully integrated into the evaluation and development of recommendations.
• Extensive experience evaluating parks and recreation services including ensuring mainte nance of existing programs and facilities, and opportunities to expand to meet identified community needs in a financially sustainable manner.
Experience Highlights
Milpitas, CA: Alan was the Project Manager on for the Matrix Consulting Group’s portion of the Park Master Plan update. Our scope of work included:
• Evaluation of recreation programs, fee evaluation and calculation of cost recovery,
• Evaluating staffing requirements, and
• Development of a cost recovery policy and City Council resolution.
The City Council adopted the recommended cost recovery policy without modification providing for the first time a formal cost recovery target for staff to utilize in developing programs and fees.
Seattle, WA : Alan was the Project Manager on this study th at included a review of the parks maintenance function for the City of Seattle and developed recommended maintenance and
improvement standards and aligning staffing with these standards .
Key analysis included:
• Toured all parks to evaluate current maintenance standards. • Reviewed preventive maintenance standards.
• Developed staffing and policy recommendations for parks maintenance needs in compliance with best management
practices.
Role on This Engagement: Alan will serve as a lead analyst on this engagement.
Relevant Clients:
CA
CA
CA
CO
FL
HI
IL
IL
IL
KS
MA
MI
MI
MO
NJ
OR
TX
TX
TX
WA
WA
Los Angeles
Menlo Park
Rancho Palos Verdes
Fort Morgan
St. Cloud
Maui County
Elmhurst Park District
Orland Park
Tinley Park
Johnson County
Orleans
Grand Rapids
Portage
Raymore
Franklin Township
Tigard
Ft. Worth
Schertz
Southlake
Everett
Seattle
Years of Consulting
Experience: 14
Years of Government
Experience: 13
Education:
BA, University of Maine,
Public Management.
MPA, University of Maine,
Professional Association:
Association of Local
Government Auditors
(ALGA)
Government Finance
Officers Association
(GFOA)
International City-County
Management Association
(ICMA)
SECTION 3 | TEam | Subconsultant Key Personnel Resumes
COMMITMENT
20% Availability
B.6.b
Packet Pg. 513
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 15
Matrix Consulting Group 5
KHUSHBOO HUSSAIN
SENIOR MANAGER, MATRIX CONSULTING GROUP
Ms. Hussain is a Senior Manager who manages cost allocation plan, user fee, development impact fee, and cost of service engagements. Her experience with the firm also includes participation in operational audit engagements focusing on reviewing organizational, staffi ng, and internal processes to enhance services. Khushboo’s relevant experience include:
• Completed over 100 cost of service studies for clients across the United States.
• Analysis focuses on development and documentation of direct and indirect costs, fair and equitable allocation methodologies, defensible results. • Expertise also includes development of fiscal policies and procedures relating to cost of service and cost recovery.
Experience Highlights
Menifee, CA: Khushboo is currently working with the City of Menifee on a Full Cost Allocation Plan, OMB Compliant Cost Allocation Plan, Citywide Comprehensive Fee Study, and Development Impact Fee Study. The Full Cost Plan focused on determining the overall indirect costs associated with services and identifying the direct receivers of those costs. The results of that analysis have been incorporated into the Citywide Fee Study and Development Impact Fee Study. The Fee study looked at all departments and determined the direct and indirect costs associated with providing services. The Development Impact fee Study is reviewing and ensuring that the current nexus for fees is still appropriate. The study is expected to be completed for implementation by July 1, 2022.
Manhattan Beach, CA: Khushboo served as the project manager on this engagement which looked and developing a citywide cost plan and comprehensive user fee study. Key analysis includes:
• Development of allocation metrics to ensure fair and equitable accounting of services and costs.
• Verifying local and state authorizations for setting and charging fees, including noting state set limits or caps.
• Ensure cross -departmental support provided by other departments was captured in the full cost.
South Pasadena, CA: We conducted a citywide fee study, determining the full cost of city services, identifying subsidies, and recommending annual increases. Key analysis included:
• Determining appropriate time estimates for plan review, inspection, and permitting services.
• Development of fee increase options, including annual increases and phased implementation.
• Presentation to stakeholders to ensure understanding of results.
Relevant CA Clients:
Berkeley
Citrus Heights
Cupertino
Dixon
Elk Grove
Fairfield
Humboldt County
Livermore
Long Beach
Manhattan Beach
Menifee
Orange
Pacific Grove
Redwood City
San Bernardino County
San Pablo
San Mateo
Santa Clara
Santa Clara County
Sonoma County
South San Francisco
Stanislaus County
Sunnyvale
Vacaville
Winters
Years of Experience: 9
Education:
B.A., University of California –
San Diego, International
Economics
M.A., University of California –
San Diego, International
Affairs
Professional Association /
Certification:
California Society of Municipal
Finance Officers
OMB Cost Allocation Best
Practices
SECTION 3 | TEam | Subconsultant Key Personnel Resumes
COMMITMENT
20% Availability
B.6.b
Packet Pg. 514
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 16 SECTION 3 | TEam | Subconsultant Key Personnel Resumes
Jake Jorgenson, Ph.D.
Chief Operating Officer
ABOUT
Jake possesses extensive experience in recreation and tourism research, visitor behaviors, and visitor management. His personal philosophy is grounded in providing practical solutions through research using both traditional and innovative methodologies. Since 2020, Jake has served as the lead social scientist for the National Park Service ’s nationwide socioeconomic research contract. Further, he has extensive experience assessing resident opinions on development of municipal and county parks and recreation plans and visitor monitoring strategies for multiple tourism organizations. He has first-hand knowledge of the challenges and issues faced by land managers, tourism operators, and local communities and the need to make sound decisions. Jake has led a variety of quantitative and qualitative research studies using methodologies ranging from surveys, experimental design, interviews, and secondary analysis.
EDUCATION
Doctor of Philosophy, Forestry and Conservation Sciences: University of Montana, 2016 Master of Science, Recreation Management: University of Montana, 2013 Bachelor of Science, Recreation and Tourism Studies: University of North Dakota, 2010
PROFESSIONAL EXPERIENCE
2021 to present Chief Operating Officer, RRC Associates, Boulder, CO 2020 to 2021 Lead Analyst, RRC Associates, Boulder, CO
2017 to 2019 Senior Research Analyst, RRC Associates, Boulder, CO 2011 to 2017 Research Assistant / Post-Doctoral Researcher, The Institute for Tourism and Recreation Research, University of Montana, Missoula, MT
RELEVANT WORK EXPERIENCE
Tourism and Recreation Research
Upper Colorado River, CO
Breckenridge, CO
Denver, CO
Golden, CO
Steamboat Springs, CO
Chattanooga, TN
Gardiner, MT
Whitefish, MT
Mountain Resorts
Arapahoe Basin Ski Area
Grand Targhee Resort
Whitefish Mountain Resort
National Ski Areas Association
National Park Service
Zion National Park
Bryce Canyon National Park
Yellowstone National Park
Grand Teton National Park
Acadia National Park
Nationwide Socioeconomic Monitoring
Program
City/County Parks & Recreation Surveys
Amherst, NY
Arlington Heights, IL
Bismarck, ND
Chatham County, GA
County of San Luis Obispo, CA
Darien, CT
Gunnison, CO
CONTACT
P: 303-396-1625
E: [email protected]
W: rrcassociates.com
COMMITMENT
20% Availability
B.6.b
Packet Pg. 515
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 17 SECTION 3 | TEam | Subconsultant Key Personnel Resumes
Sean Maher
CEO
ABOUT
Sean Maher is the CEO of RRC Associates where he oversees all client relations, project management and strategic planning for the firm. RRC’s areas of expertise include tourism, the ski industry, parks and recreation, and urban district management.
Prior to joining RRC, Sean was CEO of the Downtown Boulder Partnership (DBP) and Downtown Business Improvement District where he oversaw marketing, operations, special events and tenant recruitment for the 49-square block downtown district. Before joining DBP, Sean headed up private and public economic development effort in Boulder as head of the Boulder Economic Council (BEC) and ran the Small Business Development Center.
Before the BEC, Sean started and owned multiple Ben & Jerry's stores in Boulder and Denver and worked as a marketing consultant for the Sterling Rice Group. He built up and eventua lly sold a successful multi -store retail business in Taos, New Mexico focused on outdoor gear and footwear. Sean holds an MBA from the University of Colorado.
EDUCATION
Master’s in Business Administration, University of Colorado at Boulder Bachelor of Science, Business Administration, University of Montana
PROFESSIONAL EXPERIENCE
2019 to present CEO, RRC Associates, Boulder, CO
2008 to 2019 CEO, Downtown Boulder Partnership and Business Improvement District 2004 to 2007 Executive Director, Business Economic Council, Boulder, CO 2002 to 2004 Director, Boulder Small Business Development Center, Boulder, CO
RELEVANT WORK EXPERIENCE
Special Events and Tourism
IRONMAN Boulder
US Pro Cycling Challenge Steering
Committee
Pearl Street Arts Festival
Taste of Peal Food & Wine Event
Boulder Craft Beer Festival
Boulder Tourism Survey
Ben & Jerry’s Colorado Special Events
Downtown Intercept Surveys
District and Downtown Management
Retail Assessment and Strategy
Economic Impact Analysis
Downtown Intercept Survey 2008-2018
International Downtown Association Board
Parking Demand & Utilization Study
Tenant Mix Analysis & Recruitment
Small Business Consulting & Assistance
City Council Relations & Advocacy
Business Incentive Program Creation
Tech/Startup Firm Integration
CONTACT
P: 303-396-1612
E: [email protected]
W: www.rrcassociates.com
COMMITMENT
20% Availability
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 18 SECTION 3 | TEam | Subconsultant Key Personnel Resumes
Kailyn Haskovec
Research Analyst
ABOUT
Kailyn brings a unique perspective to the RRC Associates team with a background in state and local government, parks and recreation, transportation, and social research. With a Bachelor of Arts degree in Sociology and a Masters of the Environment degree, Kailyn can interpret qualitative and quantitative data to provide strategic recommendations and policy direction. She has assisted with a variety of parks and recreation studies, community surveys, market analyses, and is a part of RRC’s national parks project team. Kailyn also provides creative insight to RRC’s marketing an d communication efforts by designing, formatting, and editing reports and proposals.
EDUCATION
Master of the Environment, Sustainable Planning and Management: University of Colorado, 2018
Bachelor of Arts, Sociology minors in Environmental Studies and Public Policy, Planning and Management: University of Oregon, 2014
PROFESSIONAL EXPERIENCE
2021 to present Research Analyst, RRC Associates, Boulder, CO 2019 to 2021 Program Coordinator, RRC Associates, Boulder, CO 2019 to 2020 Process Improvement Intern , Colorado Department of Transportation, Denver, CO
2017 to 2018 Graduate Research Assistant, National Parks Conservation Association, Boulder, CO
2017 to 2019 Administrative Assistant, City of Boulder Parks and Recreation Department, Boulder, CO
RELEVANT WORK EXPERIENCE
Parks, Recreation & Community Needs
Assessments
Mesa, AZ
Deltona, FL
Brunswick, ME
Charles County, MD
Calvert County, MD
Chelan, WA
Boca Raton, FL
Tourism, Visitor, Special Event and
Economic Research
Beaver Creek Mountain Resort, CO
Visit Walla Walla, WA
City of Lafayette, CO
Town of Vail, CO
Ski Area Market Assessments
Mt. Garibaldi, BC
The Balsams, NH
Quarry Road, ME
Saddleback, ME
Outdoor Recreation Research
Quandary Peak, CO
Jefferson County Open Space, CO
Upper Colorado Wild and Scenic
Stakeholder Group, CO
American Whitewater
Various national parks
CONTACT
P: 303-359-0266
E: [email protected]
W: rrcassociates.com
COMMITMENT
30% Availability
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT SECTION 5
Response T emplate
EL POTRERO PARK
“Trees all around the park, so there’s a lot of good shade . The bathrooms right by the playground which is convenient .”
~ MOVAL Resident Comment
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 20 SECTION 5 | rESpONSE TEmpLaTE | Attachment A
RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan
Attachment A: Required Response Template
KTU&A
(Bidder’s Company Name)
Instructions:
Prospective proposers must provide the information requested below and include it in their proposal. City has provided the form as a separate Word document for bidder’s use. Use this form or copy and paste it into your own document; in either case, please provide your responses under each of the number points. Do not omit or renumber any sections. Refer to attached documents sparingly and only as necessary; and ensure that any documents referred to are numbered according to the outline below.
I. Company Information: Name, Contacts, History, Scope of Services Please provide the following information about your company:
A. Your company’s full legal name, address, phone, fax, email, website.
KTU&A, 3916 Normal St., San Diego, CA 92103, 619-294-4477, Fax: 619-294-9965, [email protected] or [email protected], www.ktua.com B. Prior company names (if any) and years in business; mergers, buyouts, etc.
Kawasaki Theilacker & Associates, 52 Years in business
C. Organizational structure (i.e., corp., LLC, sole proprietorship, etc.).
C Corporation, California
D. Names and titles of the principal owner(s).
Michael Singleton, President; Sharon Singleton, Vice President; Brooke Whalen, Vice President; Chris Langdon, Vice President; Joe Punsalan, Vice President; Mark Carpenter, Treasurer/Secretary
E. Person(s) authorized to make commitments for your company.
Michael Singleton or Mark Carpenter
F. Company history, experience, years in business for current company name.
Established 1970, in business as KTU&A since 1987
G. Annual company revenues for the last three fiscal years. 2021 = $4,150,000; 2020 = $4,780,000; 2019 = $5,700,000 H. Tax ID number.
952750597
I. The complete scope of services offered by your company.
KTUA is a collaboration of planners, landscape architects, GIS analysts, and graphic designers focused on the creation of livable communities. Established in 1970, KTUA has expanded the boundaries of a traditional landscape architecture office by incorporating active transportation, community planning, federal planning, and natural resource management practices into our portfolio. With this diversity, KTUA has the ability to help shape the bigger picture while addressing the fine-grained details that contribute to sustainable natural and built environment.
J. The number of clients (including governmental) served in past and present. 335
K. Special qualifications, training, credentials, recognition, or awards.
Michael Singleton CA Landscape Architect PLA #2386, LEEP AP (lifetime); Mark Carpenter, AICP #029123. Numerous awards listed by year on our web page: http://www.ktua.com/about/ L. Contracts terminated for cause, pending litigation or legal issues. 0 B.6.b
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 21 SECTION 5 | rESpONSE TEmpLaTE | Attachment A
RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan
II. Resources: Staffing, Facilities, Equipment
Provide the following information relative to required services:
A. Names and titles of key management personnel.
Michael Singleton, Senior Principal Planner; Mark Carpenter, Principal Planner; Brooke Whalen, Principal Landscape Architect; Chris Langdon, Principal Landscape Architect; Joe Punsalan, Principal Planner
B. Team to be assigned for these services.
Michael Singleton, Senior Principal Planner/Landscape Architect; Mark Carpenter, Principal Quality Manager/Resource Planner; Matt Wilkins, Project Manager; Alex Samarin, GIS Technical Manager; Jacob Leon, Outreach Facilitator; Marissa Ritter, Planner. Subconsultants: Matrix Consulting Group - Alan Pennington, Senior Analyst; Khushboo Husain, Senior Analyst; RRC – Jake Jorgenson, Chief Operating Officer; Sean Maher, CEO; Kailyn Haskovec, Research Analyst C. Qualifications of specific individuals who will work on the project.
See Resumes included in Section 3 Professional Team Assignments D. Amount of time and involvement of key personnel who will be involved in respective portions of the project.
See Staff Commitment % Availability located in Section 3 Team Professional Assignments E. Resumes of all team members; provide only names and titles only; attach current resumes to proposal.
Michael Singleton, Principal Planner/Landscape Architect; Mark Carpenter, Principal Quality Manager/Resource Planner; Matt Wilkins, Project Manager; Alex Samarin, GIS Technical Manager; Jacob Leon, Outreach Facilitator; Marissa Ritter, Planner. Subconsultants: Matrix Consulting Group - Alan Pennington, Senior Analyst; Khushboo Husain, Senior Analyst; RRC – Jake Jorgenson, Chief Operating Officer; Sean Maher, CEO; Kailyn Haskovec, Research Analyst F. Current number of employees: full-time and part-time employees. 29 employees all full-time
G. Annual turnover rate of staff.
7%
H. Names of any subcontractor’s you propose to use for our contract.
Provide only names here; fill in the details on City-provided Subcontractors List.
Subconsultants: Matrix Consulting Group - Alan Pennington, Senior Analyst; Khushboo Husain, Senior Analyst; RRC – Jake Jorgenson, Chief Operating Officer; Sean Maher, CEO; Kailyn Haskovec, Research Analyst
I. Facilities that would be utilized to perform the required work.
KTUA, Matrix Consulting, and RRC office locations
J. Equipment that would be utilized to perform the required work.
GIS analysis tools, park inventory app for recording/analyzing park amenities in the field III. Required Services: Meeting or Bettering these Requirements Provide the following information relative to required services:
A. Ability to perform specific tasks as outlined in the RFP.
See project experience starting on page 3 and links to completed park master plans on page
38. B. Reasonableness of your fee to do the work.
KTUA’s fees fall within the allocated budget stated in the RFP and the team’s hourly billing rates are well within industry standards for this type of project.
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 22 SECTION 5 | rESpONSE TEmpLaTE | Attachment A
RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan
C. Current resources to meet or better all task and timeline requirements herein.
KTUA’s in house staff of park planners, landscape architects, GIS analysts, bilingual outreach facilitators and graphic designers have worked on more than 20 park and trail master plans together in Southern California.
D. Additional resources that might be needed to meet or better all task and timeline requirements of this request.
KTUA staff meets weekly to review schedules and ensure that project tasks and timelines are progressing as planned. One of the bigger challenges is receiving timely input from the client in order to meet the schedule. KTUA’s monthly progress reports identify tasks completed to date, information still needed, and next steps and responsibilities outlined.
E. How quickly could you provide additional, extra trained staff if requested by City for additional work beyond the original scope of services?
Immediately
F. How quickly can you begin providing services if awarded the contract? 8/1/22
G. Details of any improvement or upgrades your firm has designed or implemented.
The use of GIS for equity distribution was introduced in our projects a decade ago, moving away from the traditional circles for park service areas to parksheds based on actual walking, biking or driving routes using actual walking, biking or driving to existing facilities. We introduced the idea of a 10-minute walk zone to define service areas well before it became a more recent trend as a way to measure equity and access. We have been using demographics to identify the best location for age specific facilities and amenities for many years. We are now integrating tools to look at equity as it relates to different socio-economic demographics.
IV. Demonstrated and Technical Experience
Please describe your company’s:
A. Demonstrated record of success on work previously performed.
KTUA’s most recent park master plans have received awards at the local and regional level:
Ontario Parks Master Plan, 2022 APA Inland Empire Award of Merit, Transportation Planning Montebello Parks Master Plan, 2022 APA Los Angeles Award of Merit, Comprehensive Plan - Small Jurisdiction
Goleta Parks Master Plan, 2020 APA Central Coast Comprehensive Plan - Small Jurisdiction Award of Merit
Oceanside Parks Master Plan, 2020 APA San Diego Comprehensive Plan - Large Jurisdiction Award of Merit
B. Specific method and techniques to be employed on the project or problem.
KTUA’s level of services GIS analysis, customized park inventory app, and robust and flexible outreach strategies provide valuable tools that lead to community supported recommendations. Detailed cut-sheets prepared for the highest priority recommendations enable the city to pursue grant funding for project implementation.
V. Work Plan:
Taking all circumstances, current conditions, and required preparations into consideration, describe in detail, your proposed work plan for delivering the services required by this RFP, including, but not limited to.
A. How will you schedule professional and staff to ensure milestones and deadlines are met? KTUA utilizes the Resource Planning module of Deltek VantagePoint for weekly staff scheduling, allowing us to accurately schedule staff resources with the appropriate experience to meet project deadlines.
B. Provide required response time to the urgent service requests.
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 23 SECTION 5 | rESpONSE TEmpLaTE | Attachment A
RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan
KTUA staff members respond to all phone calls and emails within 24 hours.
C. How you will make up for work-hours lost (and resulting backlog that may occur) due to various unforeseen situations that may prohibit work on a specific day.
N/A
D. Provide any other relevant information that you believe would benefit City for the requested services. • The KTUA team’s goal is to ensure that Moreno Valley’s park system continues to evolve, particularly in light of what has been learned about the importance of parks, trails, and open space during COVID. Key areas we will focus on include:
• Planning with an open and collaborative process to produce a flexible and achievable plan.
• Developing a public participation strategy that allows KTUA and the City of Moreno Valley to listen to ideas shared by the public and collaborate on prioritizing those ideas. This includes integrating the pre-covid face-to-face meeting focus with a hybrid that allows individuals to attend meetings in person or via teleconferencing. • Utilizing state-of-the art GIS analysis tools to conduct all the park resource assessments.
Rather than simply creating circular buffers around a park, KTUA uses a unique existing street network method along with park entry points to create realistic travel buffers. This method is more accurate and reflects actual travel distances rather than the oversimplified circular radii. This increases the accuracy of the utilized 10-minute park planning areas to be between 10%-20% more reflective of the community who’s actually using the parks and therefore increases the accuracy of park planning recommendations. • Engaging the Parks, Recreation and Trails Commission, community members, and key stakeholders in the process of updating the master plan to enable the City to continue to expand high quality-of-life community amenities. Cultivating champions for the plan will be essential.
• Researching and exploring a wide variety of funding sources available to help in implementing future projects.
Submitted by:
Company Name KTU&A
Contact Name Michael Singleton
Title Sr. Principal Planner/Landscape Architect
Signature
Email [email protected]
Phone 619-294-4477 ext. 134, cell: 619-788-2128
Date 6/30/2022
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 24 SECTION 5 | rESpONSE TEmpLaTE | Project Understanding and Approach
WHY , WHEN, HOW, WHERE AND WHAT
To understand how the KTUA team approaches their park master planning projects, the following highlights our guiding principles. This constitutes the “WHY” of the project. The proposed schedule covers the “WHEN” and the process and detailed scope of works cover the “HOW.” The work products indicate “WHERE” improvements should be made and “WHAT” should be done to improve the City’s parks, recreational elements, open spaces and pro- grams for youth, adults and seniors.
KTUA’S PARK MASTER PLANNING PRINCIPLES:
• Investments in other programs should take into account the needs of underserved communities or the special
needs of population segments that rely on public pro-
grams . Integration of the underserved increases the
strength of the entire program and provides equity and
solutions to those who may not have access .
• New development should support its own new residents
and meet a fair share of the new recreation demand .
• In many cases, infill of new amenities within existing parks and community facilities may be the proper solution com- pared with the acquisition of new park lands . Space can usually be found in existing city parks and facilities if effi- ciently laid out to rely on not fully developed public lands . • GIS tools and demographic data should be used to
determine equitable distribution, with an emphasis on
providing close access to recreational experiences that start at a person’s front door instead of their car door in a parking lot near a park or community facility . Locating transit options near these facilities or locating city parks and facilities near transit services can help make distribu- tion and access more equitable .
• The economics of park development and funding must
be an essential part of the recommendations and imple-
mentation plan .
• Maintenance, staffing, operational costs, and other
non-facility expenses can often add up to more than the value or cost of physical facilities and therefore needs to be taken into account in this overall master plan process . • The residents of Moreno Valley deserve safe and conve- nient parks .
• Parks and open spaces should be fun and provide ame-
nities to encourage healthy activities, but also protect or enhance natural or cultural resources .
• Support for parks and open space is increased when
people make parks a part of their lives . If a program
immerses the public into the community resource, then
they become advocates for protecting, expanding, or
enhancing these resources . They are also more likely to be willing to pay to participate in these programs .
• Since the largest desired recreational activities are walk- ing, running, hiking, and biking, the plan needs to address non-standard linear connections, pocket parks, urban
plazas, and open space in support of park acreage and
facilities, as well as 10-minute walking access to parks . • The plan must be based on public input that recognizes national and local recreational trends, population fore- casts, and area specific desires . However, the standards are guidelines for comparison and not mandates . Local
priorities should provide the direction for the overall plan . • A balance is needed between the demands of the broad- er public while protecting local neighbors from real (not perceived) negative impacts .
• Investments in parks and recreation assets should take into account habitat and cultural resource protection,
open space access, ADA universal access, stormwater
runoff control, and urban forestry benefits for air quality and urban heat island reduction .
PUBLIC RECREATIONAL EQUITY (PRE)
The pandemic and other cultural shifts such
as environmental justice, equity concerns, and
civil rights discussions of the last several years
have highlighted inequities that exist and the
need to address chronic health problems . The
role that parks and recreation provides to the
community in terms of mental, physical, social,
and spiritual health has been made clearer as
a result of these facilities not being available
and have now become more important as
parks opened back up . KTUA’s approach to the
Moreno Valley Parks, Community Services and
Trails Master Plan will address the equity issues
and the health aspects that parks and recre-
ation can play .
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 25 SECTION 5 | rESpONSE TEmpLaTE | Scope of Work
TASK A: PROJECT INITIATION AND MANAGEMENT
A.1 Project kick-off meeting and site tour with City (Trip 1) A productive and informative project kick-off meeting is es- sential to the success of the parks master plan as it sets the foundation for team expectations and deliverables . The team will develop communication protocols and establish meeting minute documentation that will serve as the basic structure for the team meetings that are needed to keep the project within budget and on schedule . We will also discuss other important elements that will be key to a successful master plan, such as an agreement on the current population-based standards for parks and recreation, as well as standards for other community programs and park amenities . T o make
efficient use of the budget, the kick-off meeting will also in- clude a tour of parks and recreation amenities with city staff members to inform the team of significant areas of concern and opportunity .
A.2 Existing document and policy review
Prior to the kick-off meeting, the team will identify the most critical needs for data and mapping . With some relevant studies and reports already available, the team will arrive at the kick-off meeting informed so that the discussion can focus on additional data needed . The initial phase of work needs to commence quickly, since missing data can either delay the project’s schedule or may not be able to be inte- grated into the overall process in a timely manner .
Essential data will be requested and processed for use in the study efforts . This data may include native files from the previous master plan and recent general plan update, GIS files of parks and other community facilities, spreadsheets of available data, and individual park and community planning documents that might be aimed at future CIP projects and ongoing improvements that need to be known prior to mak- ing any project recommendations . Available demographic and socio-economic data and projected populations and
growth are also important data points . However, these can also be obtained through SCAG and WRCOG .
The project team will request all relevant planning and CIP documents at the kick-off meeting and review them during the first phase of the planning process . Documents request- ed may include:
• City of Moreno Valley 2040 General Plan
• City of Moreno Valley 2010 Parks, Recreation and Open Space Master Plan
• City of Moreno Valley 2012 Energy Efficiency and Climate Action Strategy
• City of Moreno Valley 2014 Bicycle Master Plan (prepared by KTUA)
• Capital Improvement Projects (CIP) List
• City of Moreno Valley Specific Plans for areas such as AquaBella, Auto Mall, Eastgate, Festival, Industrial Area, Hidden Springs, Koll Corporate Center, World Logistics
Center, and The Village
• City of Moreno Valley Schedule of City Fees, Charges and Rates
• Community Health Needs Assessment
• Review ordinances and policies (Title 3 Revenue and
Finance; Title 9 Planning and Zoning; Title 11 Peace, Morals and Safety)
• Proposed amendments/new ordinances
• Park land acquisition and development policies
A.3 Team teleconferences (6)
Ongoing communication between the city and team will
ensure project milestones are met . T eleconferences will be scheduled via Zoom, Go ToMeeting, or any other City pre- ferred on-line tool .
A.4 Quality control
KTUA will provide quality assurance and quality control (QAQC) for project deliverables including reviewing all maps, graphs, tables, infographics, and text . The project management team at KTUA is comprised of subject-matter experts in park plan- ning issues and policy, data analysis and visualization, graphic and document design, and technical writing that will guide the document from concept to completion .
TASK B: PUBLIC PROCESS
B.1 Create Outreach Plan for equitable input/bilingual strategies The first of the teleconference calls will be focused on the development of the Public Outreach Plan (POP) . The project team will encourage the participation of city staff members that regularly engage in public outreach, such as the Public Information Officer .
The POP will outline the techniques to obtain the highest de- gree of public, stakeholder, and staff input possible . Special attention will be focused on strategies to reach and engage Moreno Valley residents who typically shy away from sharing their ideas and concerns in public settings . Outreach will be conducted in the language spoken by residents (primarily English and Spanish), in a manner that is easy for them to understand, and with a variety of tools to match their comfort level of participation .
The POP will include key messages, strategies, schedules, and descriptions of outreach activities and opportunities, with an emphasis on engagement methods to encourage atten-
dance at in-person workshops . Online engagement tools
that can be used to effectively disseminate information for the parks and recreation master planning efforts will also be discussed .
The POP will also prescribe the use of social media engage- ment opportunities, language translation and interpretation needs (English/Spanish), and virtual engagement opportuni- ties if in-person events are not possible due to local health COVID-19 health orders or if a hybrid process will encourage more participation .
B.2 Project Publicity
The success of engagement and outreach efforts is inextri- cably linked to the marketing and publicity that accompanies the activities for which feedback is being sought .
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 26 SECTION 5 | rESpONSE TEmpLaTE | Scope of Work
Branding is a key component of marketing and engagement, whether online or through public workshops . Branding brings continuity to all project components throughout the duration of the project and distinguishes this project from others in the City . Consistent branding will be included on all project materials such as flyers, exhibits, online material, social me- dia kits, and documents . KTUA will design branding material for different uses and print engagement material for in-per- son workshops and other events .
The team will follow established graphic guidelines to create attractively branded products that will encourage people to participate and become involved in the overall project . Tasks will include:
• Develop project branding concepts
• Develop and distribute a project questionnaire/survey (printed and online using approved City platform)
• Create project website through ESRI Story Hub and update monthly
• Identify incentives to attend meetings and provide input • Prepare social media kit (graphics and text i .e . flyers, press releases)
B.3 Focus Group/Stakeholder Meetings and Workshops (Trips 2-5) The KTUA team will use the feedback collected during the POP teleconference call to organize five focus group and stakeholder meetings, three community workshops, and two meetings with the Parks, Recreation and Trails Committee .
These meetings and workshops are essential to understanding the needs, challenges, and opportunities throughout the city .
All stakeholder meetings and workshops will be publicly noticed and include multiple forms of engagement, activities, and topics to create an inclusive environment for input and participation . Opportunities for input for community members unable to participate in workshops will be available .
Focus Group and Stakeholder Meetings: These meetings
are intended to gather local feedback from an audience with specific experience and knowledge of the Moreno Valley
parks, trails, and programs . Five focus group and stakehold- er meetings will take place in the first phase of the planning process to inform the existing conditions analysis . The meet- ings may include: City staff, operators, managers, and mainte- nance staff; interest groups that currently are frequent users of facilities; school districts and non-profit groups and other advocates for park, recreation, and trail facilities; and other groups or individuals who may not be currently using city fa- cilities due to a lack of facilities for their particular interest, real or perceived barriers to access, or other reasons .
Workshops: While in-person workshops are ideal, public
health guidance may require a hybrid or different approach .
The KTUA team’s vast experience in traditional, pop-up, and virtual workshops will be discussed to best meet the needs of the Moreno Valley community . The team has an exten- sive list of tools, programs, and multi-lingual team members to ensure successful public outreach . If pop-up workshops are needed, KTUA has found that hosting these workshops during other well-attending city or community sponsored events increases participation . These events may include:
Public Safety Expo, Springtastic, Earth Day, MoVal Rocks, MoVal Movies, El Grito, Day of the Dead Celebration, Holiday Tree Lighting and the Holiday Snow Day .
Moreno Valley’s geographic size and diversity would suggest that workshops in different locations in the City may generate additional interest and make it easier for residents to participate .
Workshop 1: Vision, opportunities and constraints, and
existing conditions .
Workshop 2: Summary of existing conditions, key stake-
holder interviews, and discussion of priorities .
Workshop 3: Presentation of master plan recommenda-
tions for review and feedback from the community
COVID-19 has taught our team to remain flexible and innova- tive . We bring a large suite of online engagement tools that can be discussed with City staff if it is deemed necessary to keep in-person contact to a minimum . T ools such as Zoom, Jamboard, or Mentimeter can be used to keep online out- reach fun and informative .
B.4 Parks, Recreation and Trails Committee meetings/workshops The KTUA team will conduct a teleconference workshop with the Parks, Recreation and Trails Committee, presenting ma- terials similar to materials presented during the stakeholder meetings and workshops, and summarizing public comments received during those meetings . The Parks, Recreation and Trails Committee will be asked to validate the information and comments from the stakeholder meetings and provide direc- tion as the team prepares the draft master plan .
B.5 Data consolidations – priorities ranking report
B.6 Summary of meetings and workshops
The summary report will include:
• Final Public Outreach Plan (POP)
• Summary of stakeholder meetings
• Summary of community workshops and survey results
• Summary of Parks Committee meeting/workshop
• Summary of website online comment map
• Public input/needs assessment initial report
TASK C: STATISTICALLY VALID SURVEY
The KTUA team will create a survey designed to be mailed to approximately 4,000 randomly selected households in the city . The survey will provide critical information in determining community values, satisfaction levels, needs and priorities, preferred marketing channels, level of awareness, current usage levels, and demographic information for long-range planning . Residents will be given the option of either com- pleting the mailed survey form or accessing the survey online using an individual passcode (included in the mailed survey) assigned to each household . This technique is frequently used for parks, recreation, and community surveys and is ef- fective in maintaining the random sample while also increas- ing response opportunities . The online version of the statis- tically valid survey will be compliant with the Federal Section 508 (and WCAG guidelines) which ensures accessibility by people with disabilities .
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 27 SECTION 5 | rESpONSE TEmpLaTE | Scope of Work
Questions will be drafted based on collective staff and team input . The survey will be in English and translated into Spanish and made available in all versions for user input . T o help improve response rates, the team will work with the city to assist with marketing and creating public awareness of the survey through media and other channels, such as local newspaper, radio, cable TV, city website, and other meth- ods . All respondent comments will be included in the final report . The following tasks summarize major efforts for the survey:
C.1- Refine survey questions in English and Spanish
C.2- Mail surveys randomly to 4,000 residences
C.3- Initiate open survey, send announcements, and links C.4- Document survey findings
TASK D: DEMOGRAPHICS AND TRENDS
KTUA will conduct a comparative analysis using national benchmarks established by the National Recreation and Park Association (NRPA) . This analysis will combine the park inven- tory data with 2020 Census ACS data to compare Moreno
Valley to other cities of similar size and demographics . The team will make adjustments to the NRPA benchmarks based on amenities in neighboring cities, community input on de- sired amenities, current usage, growth projections, and a re- gional trends analysis . The outcome will help make informed recommendations for the unique needs of Moreno Valley .
These efforts will include:
D.1- Determine existing /future growth areas
D.2- Review NRPA/CAPRA benchmarks for trends
D.3- Review facilities of similar cities and compare LOS D.4- Suggest new park, amenities and trail standard
TASK E: EXISTING AND FUTURE FACILITIES - ANALYSIS OF
LEVEL OF SERVICE
E.1 Existing conditions of parks, trails, and recreation facilities (as part of Trip 2)
A comprehensive inventory of parks, recreation, programs, amenities and trail facilities in Moreno Valley will involve a combination of inventory fieldwork and inventory mapping in Geographic Information Systems (GIS) .
Park inventory fieldwork: KTUA will conduct a field invento- ry of all city-owned parks and facilities using Esri Survey123 .
Output data will be compatible with desktop GIS software .
The data collected will include photos of park facilities, and quantitative and qualitative rankings of park amenities . All data will have a geographic reference to facilitate future ref- erencing needs of City staff . This data will inform the popula- tion level-of-service for park amenities .
GIS-based inventory mapping: KTUA will conduct a GIS-
based inventory of all city-owned parks and facilities using parcel boundary and ownership data provided by the City and recent high-resolution aerial imagery from Nearmap, a sub- scription imagery service used by KTUA . Using this imagery, distinct use areas will be mapped within each park, such as: sports fields and courts, playgrounds, picnic areas, land- scaping, trails and paths . This data will inform the population level-of-service and geographic distribution for park resources and current populations . GIS will be used to help supplement existing mapping of existing trails systems and future projects that may be conditioned with trail requirements .
E.2 Community services program review
Matrix Consulting Group will provide a template for the collection of program inventory, and will use the invento- ries as well as interviews with programming staff, marketing channels, the needs assessment information, applicable
trends, and other data sources to analyze the program mix .
NRPA and more specifically, CAPRA standards for assessing, recommending and improving recreational programs will be considered as well . This would include economic analysis of fee recover as well as maintenance standards and risk and liability standards for public safety and ADA access . The following subtasks will be completed:
• Identify recreation program providers
• Analyze programs, resources, use levels, and revenues • Interview program managers (max . of 4 teleconfrences) • Identify program planning and evaluation practices for rec- reation services and programs
E.3 Proposed needs/demands of parks, trails, recreation facilities, pro- grams (park level-of-service analysis)
KTUA will utilize three metrics of park level-of-service (LOS):
Population LOS, Geographic Distribution and Access LOS, and Park Pressure . The 2020 baseline for all three metrics will be calculated using the existing parks and population .
The population LOS for a future year will be provided based on the current park system and population projections from a regional authority such as SCAG or WRCOG, with the ability to also provide all three LOS metrics if the location of possi- ble future parks is known .
Population LOS measures two aspects of a park system
relative to the city’s population . These two aspects are the total park acres and the total number of park amenities, such as playgrounds, picnic tables, fields, and courts . Park-acreage population-LOS is the most commonly utilized metric in park access . For a given jurisdiction or subarea of a jurisdiction, it is expressed as the number of park acres per 1,000 people .
Typically, jurisdictions set their goal park-acreage popula- tion-LOS in the Open Space or Parks and Recreation element of a General Plan, or in a Parks Master Plan . In built-out urban jurisdictions, the goal park-acreage population-LOS ranges from three to six acres . Jurisdictions have flexibility in calcu- lating how this goal is met . For instance, city park acreage may be supplemented by school facilities through joint-use agreements with school districts that can justify counting school acres toward the goal standard . Similar situations can occur with arrangements with golf courses for residents to walk after-hours, or where homeowners associations wel- come the public to use privately-developed park facilities .
The Moreno Valley 2040 General Plan establishes a standard of three acres of parkland for every 1,000 residents . The City currently provides a level of service of 2 .66 park acres per 1,000 residents . This LOS is close to the general plan goal and is higher than many Southern California cities . At the B.6.b
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projected buildout population of 252,000 by 2040, the City would require an additional 85 acres of parkland to achieve its LOS goal . The General Plan also notes that nearly all MoVal residents are within three miles of a community park . Howev- er, only about twenty-five percent of residents live with a five to ten minute walk of a park .
Population LOS can also be applied to park amenities such as playgrounds, picnic tables, fields, and courts . The Na- tional Recreation and Park Association (NRPA) publishes results of an annual nationwide survey that queries parks and recreation agencies for the size, amenities, and mainte- nance cost of their park systems . These results are provided for by region for agencies of different sizes and serve as a benchmark for each cross-section . KTUA will utilize these benchmarks as local standards with input from City staff to determine what park amenities are most needed relative to demographic groupings . This process will update current park-amenity population-LOS standards or create standards where none exist .
Geographic level-of-service analysis uses the location of parks and the area that is accessible from parks within a giv- en time using a given travel mode . These areas are known as park travelsheds, or “parksheds .” KTUA analyzes park- sheds for walking, bicycling, and driving modes . Specifically, Park Level of Service Amenity Level of Service Access Level of Service Park acreage per 1,000 population
Acreage deficit versus standard
Existing and projected
| ACRES |
measure >>> size
Neighborhood Parks
Community Parks
Trails and Open Space
| AMENITIES |
count >>> quantity
Fields and Courts
Facilities
Amenities
| ACCESS |
map >>> distance
5-minute Walkshed
5-minute Bikeshed
3-minute Driveshed
Access Barriers
Life cycle and conditions
Amenity deficiencies
Program deficiencies
Number of accessible parks
Acres of accessible parks
Park pressure based on demographics
KTUA PARK LEVEL OF SERVICE ANALYSIS PROCESS
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we define park access points that are linked to the transpor- tation network and represent the potentially multiple devel- oped points-of-entry to a park . We develop transportation networks specific to travel modes that differentiate features like cul-de-sac cut-throughs that are traversable by pedestri- ans but not by vehicles . In this way, we create realistic trav- elsheds for each park using distances that can be covered by most people, such as a ½ mile travelshed that represents a 10-minute walk at 3 miles-per-hour . The time and speed variables are adjustable based on staff input and can take into account barriers like intersections and highways . The end result of geographic-LOS is a series of parkshed maps that show residential areas with park accessibility, the num- ber of parks accessible, and the number of park acres that are accessible . Additional parkshed maps can be created that show how park accessibility improves when considering joint-use facilities or private facilities or in the extension of access points and linear trail connections that can shorten access time and direct routes to parks, thereby increasing accessibility . Similarly, if there are any parks within one mile of Moreno Valley, they may be considered to refine park pressure in relation to edge-effects of the City boundary .
Park pressure combines population-LOS and geograph-
ic-LOS . Park pressure is a spatially-distributed measure of population LOS that calculates the number of park acres per thousand people within a parkshed and compares it to the park and amenity standard goal . In this way, the analysis characterizes areas of the City that either meet, fail to meet, or exceed the population LOS by a range of percentages
for different travel modes . This gradation reveals for deci- sion-makers and the public the spectrum of park accessibility in Moreno Valley; not just defining park-poor or park-rich areas but highlighting the areas of greatest need .
Park pressure can also be applied to understanding the po- tential current level-of-use of park amenities . Using Census data, KTUA can segment the population served by parks into age groups relative to types of park amenities . For instance, a park with a “tot lot” that serves a population with a relative- ly high percentage of young families within its parkshed may be assumed to have a high level-of-use relative to a park serving a lower percentage of young families . Segmented spatial analysis like this can augment the results of statisti- cally-valid surveys conducted in the community, and inform decisions on how to best improve parks with limited funds .
E.4 Existing conditions summary and analysis
KTUA will summarize the current condition of the park facili- ties from the park inventory field work, GIS-based inventory mapping, and park level of service analysis . This information will be used to develop a plan and budget for necessary maintenance, repairs, and enhancements in Task F . Matrix will analyze staffing levels and provide recommendations to support this analysis .
E.5 Community and recreation services analysis
Matrix will provide a template for collection of data on com- munity and recreation services throughout the city . In addi- tion, the table will include exploration of potential providers and partners . The following subtasks will be completed as part of this process:
• Analysis of methods to provide best service and meet
community needs with a focus on specialized and under-
served populations
• Identify similar communities for benchmarking
• Analysis of services gaps/duplicate services
• Analyze current facility usage policies and fees for consis- tency, relevance, and effectiveness .
• Identify enhanced services through collaboration
TASK F: RANK AND PRIORITIZE DEMANDS AND OPPORTUNITIES
F.1 Conceptual vision and CIP recommendations
The team will develop a conceptual vision of the parks sys- tem and develop CIP recommendations . On a park-by-park basis, a listing of deficiencies that are citywide, neighborhood wide or within the park will be developed . In some cases, community-based parks will look at the needs of the entire city . Neighborhood parks will focus on the needs of the neighborhood for those with easy access or with more diffi- culty in getting to the site . The needs will be balanced with the capability of the park site to accommodate new uses .
It will also take into account the opportunity for new parks in the area or the expansion of collaborative efforts with non-profits, school districts, homeowner associations, and other organizations that may provide recreational opportuni- ties for the community . As part of the community workshops, the prioritization of parks and park facilities to be considered will be vetted . The prioritization methodology will categorize improvement into three tiers:
F.2- Tier 1: Essential improvements focus on deferred
maintenance projects and lifecycle replacement of existing amenities within a park utilizing current funding sources .
F.3- Tier 2: Ideal improvements utilize reallocated or new funding sources to implement capital projects that enhance or replace existing park facilities .
F.4- Tier 3: Visionary improvements focus on the complete renovation of existing parks or the development of new
parks and/or recreation facilities funding through new or additional revenue sources, including grants, donations, partnerships, or taxes . Initial and refined site plans will be developed as part of this task for five priority park expan- sions, park infills, or new parks .
• Prepare project descriptions and infill amenity graphics • Prepare general planning costs for new parkland and trails • Prepare general planning costs for infill amenity projects TASK G: ANALYSIS OF PROGRAMS AND SERVICES
G.1 Financial strategy
Conduct review of existing fees and cost recovery Policies:
Matrix will collect basic information from the city including staffing, budget, and current activity guides . The team will review the City’s current Parks and Recreation Fees and eval- uate the full cost at each fee level, including level of internal staffing effort .
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Programmatic full cost analysis: Based upon budgeted
expenditures per program, identify the full (direct and indirect) cost associated with each Parks and Recreation activity at the programmatic level (i .e . aquatics, youth sports, rentals, etc .) .
Benchmarking: Matrix will conduct a benchmarking analysis of surrounding cities as well as private entities providing sim- ilar services for sample fees, to determine the appropriate market rate for services .
Draft analysis: Matrix will develop a draft report that will identify the current fees and programs, current cost recovery, results of the full cost analysis compared to current revenue, and the results of the benchmarking analysis .
Final analysis and presentation: Matrix team will finalize the draft analysis based upon input from City staff and present this to key stakeholders (i .e . Commission and City Council) .
G.2 Operations evaluation
The current operational efficiency and organization will be reviewed and a summary of the current conditions affecting City park related operations will be provided including find- ings, recommendations, and funding mechanisms .
G.3 Maintenance evaluation
The team will perform an evaluation of existing maintenance by scheduling a staff focus group meeting and reviewing the city’s maintenance and operations records (5-year timespan) .
This evaluation will help highlight deficiencies and/or effi- ciencies in day-to-day operations and will help address any improvements needed in funding, staffing, and equipment .
This effort will review the current maintenance program, dis- cuss organizational resources and funding aspects of the parks maintenance efforts . It will also include an analysis of funding mechanisms for park maintenance . Meetings and site tours will be held with maintenance staff . Strategies on how to improve maintenance at City parks and ensure appropriate staffing allocations will be established to achieve desired goals .
TASK H: PROGRESS REPORTING
H.1 Progress reports and scheduling
A detailed project schedule will be developed for the kick-off meeting . It will maintain flexibility to adapt to unprecedented items such as the COVID-19 pandemic . Progress reports will be included monthly along with team invoices .
TASK I: ACTION PLAN
I.1 Recreation, facilities, trails and service action plan The recommendations developed in this task will be based on the analysis of the existing recreation programs and services into an action plan . Key priorities will be access and equity in program delivery . Current usage and resident preferences, as well as emerging recreational trends and opportunities will be analyzed to meet future needs . Gaps in programming that may provide opportunities for new pro- grams and services will be identified . Based on this synthe- sis, recreational programs and services will be prioritized for expansion and/or contraction of services .
• Prepare action plan to enhance the park and trail systems and programs
• Identify areas of need and public interest for new
programs
• Analyze and assure equitable program distribution
• Create prioritized list - projects, acquisitions, and services I.2 Recreation and parks needs assessment and CIP implementation Strategies, actions, responsibilities, priorities, and timelines for implementation will be developed during this task with a focus on short (5-year), mid (10-year), and long term (15-year) planned improvement of the city’s parks and recreation sys- tem . Recommendations for operations, staffing, maintenance, capital repair and replacement, development of programming and funding needs, and the identification of possible alterna- tive funding sources will be considered .
• Identify implementation plan for 5-year priority projects • Identify general schedule for 10-year priority projects • Identify long-term vision for 15-year priority projects TASK J: DEVELOPMENT OF FINAL PLANS AND SUPPORTING
MATERIALS
J.1 Draft master plan
The draft master plan document will include all of the el- ements of the project study including any of the options exercised for the contract . The document will be formatted using InDesign with tables, figures, photos, diagrams, maps and text with dividers and a cover . The submittal will include a PDF, as well as a Word document to accommodate staff
comments .
J.2 Parks, Recreation and Trails Committee and Planning Commission meetings (Trip 6 and 7)
The KTUA team will present the draft master plan to the Parks, Recreation and Trails Committee and the Planning Commission, providing an analysis of the parks master plan data and summarizing public comments received during the stakeholder meetings and workshops . The Parks, Recreation, and Trails Committee and Planning Commission will be asked to provide comments on the draft master plan and provide direction to the team for the preparation of the final master plan .
J.3 Final master plan
Based on staff and departmental comments, the master plan will be revised to address all comments . A summary sheet of comments will be provided with formal responses and
actions taken to resolve each comment . In addition, a Word document will be compared with the draft Word document to highlight changes . A PDF comparison file will also be provid- ed that not only notes text changes, but all graphic and layout changes .
KTUA will package all files for final deliverable in an orga- nized and comprehensive file and folder structure . The package will be complete with all original native files needed to edit and reproduce all final products .
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 31 CITY OF MORENO VALLEY 2022 2023
PARKS AND RECREATION MASTER PLAN Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul TASK A: PROJECT INITIATION AND MANAGEMENT
A.1 Project kick-off meeting and site tour with City
A.2 Existing document and policy review
A.3 Team teleconferences (6)
A.4 Quality control
TASK B: PUBLIC ACCESS
B.1 Create outreach plan
B.2 Project publicity
B.3 Focus group/stakeholder meetings, community workshops B.4 Parks, Recreation & Trails Committee meetings/workshops B.5 Data consolidations - priorities ranking report
B.6 Summary of meetings and workshops
TASK C: STATISTICALLY VALID SURVEY
C.1 Statistically valid survey
TASK D: DEMOGRAPHICS AND TRENDS
D.1 City demographics and future projections
TASK E: EXISTING AND FUTURE FACILITIES - ANALYSIS OF LEVEL OF SERVICE E.1 Existing conditions- parks, trails, and facilities
E.2 Community services program review
E.3 Proposed needs/demands
E.4 Existing conditions summary and analysis
E.5 Community and recreation services analysis
TASK F: RANK AND PRIORITIZE DEMANDS AND OPPORTUNITIES
F.1 Conceptual vision and CIP recommendations
TASK G: ANALYSIS OF PROGRAMS AND SERVICES
G.1 Financial strategy
G.2 Operations evaluation
G.3 Maintenance evaluation
TASK H: PROGRESS REPORTING
H.1 Progress reporting and scheduling
TASK I: ACTION PLAN
I.1 Recreation, facilities, trails and service action plan I.2 Recreation & park needs assessment & CIP Implementation TASK J: DEVELOPMENT OF FINAL PLANS AND SUPPORTING MATERIALS J.1 Draft master plan
J.2 Committee and Commission meetings
J.3 Final master plan
SECTION 5 | rESpONSE TEmpLaTE | Schedule
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Required Forms
WESTBLUFF PARK
“Westbluff is a great small hangout place whether its with friends or family!! The brand new playground is great for the kids and maybe even the adults as well!” ~ MOVAL Resident Comment
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 33 SECTION 6 | rEQuIrEd fOrmS | Special Provisions Form
RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan
Attachment B: Special Provisions
All items below apply to this bid proposal:
Hold Harmless and Indemnification: The successful bidder hereby agrees to indemnify, defend, and hold harmless City (including its officials, officers, agents, employees, and representatives) from and against any and all claims of any kind or nature presented against City arising out of vendor's (including vendor's employees, representatives, and subcontractors) performance under this agreement, excepting only such claims, costs or liability which may arise out of the sole negligence or willful misconduct of City.
Insurance Provisions: Unless otherwise stated in the RFP specifications, the following insurance requirements apply:
1. Comprehensive General Liability Insurance: (include products liability) $1,000,000 per occurrence.
2. Auto Liability Insurance: $1,000,000 per occurrence, combined single limit (CSL).
3. Workers' Compensation Insurance: as required by State statutes.
4. Employer’s Liability Insurance: $1,000,000 per accident; $1,000,000 policy limit for disease.
5. All policies of insurance must provide for a minimum of thirty (30) days written notice of any change or cancellation of the policy.
6. Insurance policies to be in a form ad written through companies acceptable to City; and must include those endorsements which are necessary to extend coverage which is appropriate to the nature of the agreement.
Affirmative Action: In support of Affirmative Action, City requires all suppliers to comply with Title VII of the Civil Right Act of 1964, as amended, the Civil Rights Act of 1992, and all federal, state, and municipal laws and regulations pertaining thereto. In addition, successful bidders must certify prior to award of contracts in excess of $50,000 that they have a written affirmative ac tion plan in compliance with the above laws and regulations, and such plan may be reviewed by City. Said Certification may be made by signing below:
Certified to above - FIRM: KTU&A
SIGNATURE:
PRINT NAME: Michael Singleton
TITLE: Principal
Exceptions: If your company is taking exception to any of the specifications, terms, or conditions (including insurance, indemnification and/or proposed contract language) stated in this Request for Proposal, please indicate below and describe details: (check any that apply).
X No exceptions taken
Exception taken to the scope of work or specifications
Exception taken to indemnification and insurance requirements Exception to proposed contract language
Other
Please explain any of the checked items:
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RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan
Note: Taking exception to City’s requirements without approval of City prior to submission of your proposal may be cause for rejection of the proposal.
PROPOSING FIRM: KTU&A DATE: 6/30/2022
BUSINESS ADDRESS: 3916 Normal Street, San Diego, CA 92103 SIGNATURE OF REPRESENTATIVE:
BY: Michael Singleton TITLE: Authorized Officer: President INSTRUCTION REGARDING SIGNATURE: If bidder is an individual, state "Sole Owner" after signature. If bidder is a partnership, signature must be by a general partner, so stated after "Title". Names of all other partners and their business addresses must be shown below. If bidder is a corporation, signature must be by an authorized officer, so stated after "Title", and the names of the President and Secretary and their business addresses must be shown below:
Mark Carpenter, Secretary/Treasurer 3916 Normal St., San Diego, CA 92103
(CONTINUED ON NEXT PAGE)
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RFP # 2022-065 Professional Services for Parks, Community Services Trails Master Plan
Attachment C: Client References
KTUA
(Bidder’s Company Name)
1. Client’s Company Name: City of Ontario
Client Address: 303 East B St., Ontario, CA 91764
Contact’s Name: Nicholas Gonzalez
Contact’s Title: Recreation & Community Services Director Contact’s Telephone & FAX: 909-395-2065, Fax: N/A
Contact’s Email: [email protected]
Scope of Services/Products
Provided:
Comprehensive park planning effort that provides a 10-20-year vision for the Recreation and Community Services and Parks Department.
Project Completion Date & Value: 08/2021, $178,000
2. Client’s Company Name: City of Montebello
Client Address: 1600 W. Beverly Blvd., Montebello, CA 90640 Contact’s Name: Laurie Aguilar
Contact’s Title: Management Analyst
Contact’s Telephone & FAX: 323-887-1200 x374
Contact’s Email: [email protected]
Scope of Services/Products
Provided:
Park and facilities master plan that entailed research, analysis, and inventory of the existing parks and facilities to understand the current conditions and lifespan of the City’s assets.
Project Completion Date & Value: $384,000, 6/2021
3. Client’s Company Name: City of Goleta
Client Address: 130 Cremona Dr., Suite B, Goleta, CA 93117 Contact’s Name: Joanne Plummer
Contact’s Title: Parks & Recreation Manager
Contact’s Telephone & FAX: 805-562-5505, Fax: N/A
Contact’s Email: [email protected]
Scope of Services/Products
Provided:
Park master plan, Spanish translation, GIS, community
outreach, branding, and graphic design
Project Completion Date & Value: 01/2020, $100,000
4. Client’s Company Name: City of Oceanside
Client Address: 300 North Coast Hwy, Oceanside, CA 92054 Contact’s Name: Megan Crooks
Contact’s Title: Senior Management Analyst
Contact’s Telephone & FAX: 760-435-5005, Fax: N/A
Contact’s Email: [email protected]
Scope of Services/Products
Provided:
Park master plan, extensive community outreach, GIS
analysis
Project Completion Date & Value: 02/2019, $187,400
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B.6.b
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Work Samples
CELEBRATION PARK
“Well kept park with ample space for small field activities . Always clean and a nice sim- ple run for jogs, walks and occasional rides for the little ones . Playground is gated and so is the water play area .”
~ MOVAL Resident Comment
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Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 39 SECTION 7 | WOrk SampLES
Neighborhood Services and Public Safety Department
“Adopted” January 2020
Goleta Parks
Facilities & Playgrounds Master Plan
CITY MONTEBELLO
PARKS MASTER
PLAN
of
June 2021
Montebello Parks Master Plan
https://tinyurl.com/4w9esn49
Goleta Parks, Facilities, and Playgrounds Master Plan
https://tinyurl.com/4fcfu8n7
Ontario Parks Master Plan
https://tinyurl.com/yc2acpyf
SAN JACINTO TRAILS MASTER PLAN
Final Report, November 2018
San Jacinto Trails Master Plan
https://tinyurl.com/y46dho3m
Box Springs Mountain Reserve
Trails Master Plan
Riverside County, CA
August 2015
Riverside County Box Springs Mountain Reserve
https://tinyurl.com/ybxnwsx9
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AGREEMENT FOR PROFESSIONAL SERVICES
PARKS, COMMUNITY SERVICES, AND TRAILS MASTER PLAN
12 EXHIBIT B
CITY’S RESPONSIBILITIES
1. Furnish the Consultant all in-house data which is pertinent to services to be performed by the Consultant and which is within the custody or control of the City, including, but not limited to, copies of record and off-record maps and other record and off-record property data, right-of-way maps and other right-of-way data, pending or proposed subject property land division and development application data, all newly developed and pertinent design and project specification data, and such other pertinent data which may become available to the City.
2. Provide timely review, processing, and reasonably expeditious approval of all submittals by the Consultant.
3. Provide timely City staff liaison with the Consultant when requested and when reasonably needed.
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AGREEMENT FOR PROFESSIONAL SERVICES
PARKS, COMMUNITY SERVICES, AND TRAILS MASTER PLAN
13 EXHIBIT C
TERMS OF PAYMENT
1. The Contractor's compensation shall not exceed $240,000.
2. The Contractor will obtain, and keep current during the term of this Agreement, the required City of Moreno Valley business license. Proof of a current City of Moreno Valley business license will be required prior to any payments by the City. Any invoice not paid because the proof of a current City of Moreno Valley business license has not been provided will not incur any fees, late charges, or other penalties. Complete instructions for obtaining a City of Moreno Valley business license are located at:
https://moval.gov/departments/financial-mgmt-svcs/svc-biz-license.html
3. The Contractor will electronically submit an invoice to the City on a monthly basis for progress payments along with documentation evidencing services completed to date. The progress payment is based on actual time and materials expended in furnishing authorized professional services since the last invoice. At no time will the City pay for more services than have been satisfactorily completed and the City’s determination of the amount due for any progress payment shall be final. The Contractor will submit all original invoices to Accounts Payable staff at [email protected] Accounts Payable questions can be directed to (951) 413-3073.
Copies of invoices may be submitted to the Parks & Community Serv ices Department at
[email protected] or calls directed to (951) 413-3726.
4. The Contractor agrees that City payments will be received via Automated Clearing House (ACH) Direct Deposit and that the required ACH Authorization form will be completed prior to any payments by the City.
Any invoice not paid because the completed ACH Authorization Form has not been provided will not incur any fees, late charges, or other penalties.
The ACH Authorization Form is located at:
http://www.moval.org/city_hall/forms.shtml#bf
5. The minimum information required on all invoices is:
A. Vendor Name, Mailing Address, and Phone Number
B. Invoice Date
C. Vendor Invoice Number
D. City-provided Reference Number (e.g. Project, Activity) E. Detailed work hours by class title (e.g. Manager, Technician, or B.6.b
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AGREEMENT FOR PROFESSIONAL SERVICES
PARKS, COMMUNITY SERVICES, AND TRAILS MASTER PLAN
14 Specialist), services performed and rates, explicit portion of a contract amount, or detailed billing information that is sufficient to justify the invoice amount; single, lump amounts without detail are not acceptable.
6. The City shall pay the Contractor for all invoiced, authorized professional services within thirty (30) days of receipt of the invoice for same.
7. Reimbursement for Expenses. Contractor shall not be reimbursed for a ny expenses unless authorized in writing by City.
8. Maintenance and Inspection . Contractor shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Contractor shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.
B.6.b
Packet Pg. 541
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT SECTION 4
Proposal Costs
CELEBRATION PARK
“Water park Y... need I say more? Very nice and kept up with almost everything you need to have a good time.
~ MOVAL Resident Comment
B.6.b
Packet Pg. 542
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 2 SECTION 4 | PrOPOSal COSTS | Exhibit B
I. Task Rates***
A.
B.
LN Total Hours Total Cost
1 86 $13,970
2 323 $45,970
3 65 $8,915
4 24 $3,290
5 397 $56,175
6 58 $7,770
7 231 $32,315
8 16 $2,520
9 206 $27,210
10 176 $24,170
A Task Costs 1582 $222,305
II. Hourly Rates***
A. Include titles and rates for all staff that could provide services under the contract LN Hourly Rate Total Hours Total Cost
1 $195 86 $16,770
4 $145 220 $31,900
4 $145 136 $19,720
4 $135 184 $24,840
5 $120 461 $55,320
6 $200 102 $20,400
7 $185 107 $19,795
8 $110 208 $22,880
9 $180 30 $5,400
10 $110 48 $5,280
B Total Personnel Costs 1,582 $222,305
Outreach Facilitator
Associate GIS / Mapping
KTUA
Matrix Consulting Group
Senior Analyst
RRC
Sean Maher Project Manager
Kailyn Haskovec
Khushboo Hussain
Research Analyst
Analyst
Principal Planner
Project Manager
Alan Pennington
Park Planners
Matrix Support Staff
Senior Principal
Associate
Senior Designer/Planner
Senior Analyst
Associate
Include tasks required by Specifications and other related tasks to provide a complete proposal for the required services.
Propose Total Hours to complete each task and Total Cost for each task.
Exhibit B: Pricing
Standard Personnel Rates Title of Person Performing Service TASK F | RANK AND PRIORITIZE DEMANDS AND OPPORTUNITIES
TASK G | ANALYSIS OF PROGRAMS AND SERVICES
TASK H | PROGRESS REPORTING
TASK I | ACTION PLAN
TASK J | DEVELOPMENT OF FINAL PLANS AND SUPPORTING MATERIALS Task Rates
TASK A | PROJECT INITIATION AND MANAGEMENT
TASK B | PUBLIC PROCESS
TASK C | STATISTICALLY VALID SURVEY
TASK D | DEMOGRAPHICS AND TRENDS
TASK E | EXISTING AND FUTURE FACILITIES - ANALYSIS OF LEVEL OF SERVICES B.6.b
Packet Pg. 543
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 3 SECTION 4 | PrOPOSal COSTS | Exhibit B
III Per Diem***
A.
B.
LN Fees Rate
1 $0
2 $0
3 $0
4 $0
5 $0
6 $0
7 $0
8 $0
9 $0
10 $0
IV. Reimbursable Expenses***
LN Total Cost
1 $1,085
2 $1,110
3 $500
4 $15,000
5 $0
6 $0
7 $0
8 $0
9 $0
10 $0
$17,695
***Attach additional sheets as necessary.
Total Cost
1 $222,305
2 $17,695
$240,000
GRAND TOTAL
Total Personnel Costs
Total Expenses and Related Costs
Workshop materials and supplies
Survey mailings
7 Trips for travel at 200 miles round trip @ $.62.5
4 trips would be overnight requiring lodging times 2 people times $135 hotel & $50 per diem N/A
Describe Expense and Related Costs
Specifically describe all expenses for the required services and any related costs; if no cost, please state "Zero"; if at cost, please state "At Cost."
Include all relative non-labor fees for all required services.
Note that rates may not exceed the rates below but may be less.
B.6.b
Packet Pg. 544
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 : APPROVE AND EXECUTE CONSULTANT CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 4 SECTION 4 | PrOPOSal COSTS | Cost Detail
KTUA
Singleton/
Carpenter
Matt
Wilkins
Jacob
Leon
Alex
Samarin
KTUA
Support
Staff
Alan
Pennington
Khushboo
Hussain
Matrix
Support
Staff Sean Maher
Kailyn
Haskovec
Principal
Planner
Project
Manager
Outreach
Facilitator
GIS /
Mapping
Park
Planners
Senior
Analyst
Senior
Analyst TBD
Project
Manager
Research
Analyst
$195 $145 $145 $135 $120 $200 $185 $110 $180 $110 Hours Labor TASK A | PROJECT INITIATION AND MANAGEMENT
A.1 Project kick-off meeting & site tour with City (Trip 1) 6 6 12 $1,680 A.2 Existing document and policy review 1 2 2 3 3 11 $1,910 A.3 Team teleconferences (6) 6 12 6 6 3 6 2 2 43 $6,880 A.4 Quality control 12 8 20 $3,500
Total Task A Hours: 19 28 6 14 0 6 9 0 2 2 86
Total Task A Costs: $3,705 $4,060 $870 $1,890 $0 $1,200 $1,665 $0 $360 $220 $13,970 TASK B | PUBLIC PROCESS
B.1 Create outreach plan to for equitable input / bilingual strategies 1 12 13 $1,885 B.2 Project publicity
Develop project branding 1 8 16 25 $3,225
Develop and test surveys 2 4 8 8 10 32 $4,670
Create project website and update monthly 8 12 20 $2,600 Identify incentives/motivation to attend meetings 2 2 4 $530 Prepare social media blasts 4 12 16 $2,020
B.3 Community/Stakeholder Workshops (Trips 2 - 5)
Focus Group/Stakeholder meetings (5-meetings Trip 2 overnight) 16 16 32 $5,280 Workshop 1: Vision, opps/constraints, exist. conditions (Trip 3) 6 6 20 30 62 $8,540 Workshop 2: Workshop 1 input summary & priorities (Trip 4) 6 6 18 20 50 $7,050 Workshop 3: Master plan recommendations (Trip 5) 6 6 16 15 43 $6,160 B.4 Parks, Recreation, Trails Committee meetings (1 teleconference meeting) 6 8 14 $2,330 B.5 Data consolidations - Priorities Ranking Report 2 2 4 $560 B.6 Report on citizen and stakeholder workshops 4 4 8 $1,120 Total Task B Hours: 26 32 118 6 107 0 16 0 8 10 323
Total Task B Costs: $5,070 $4,640 $17,110 $810 $12,840 $0 $2,960 $0 $1,440 $1,100 $45,970 TASK C | STATISTICALLY VALID SURVEY
C.1 Refine survey questions in English & Spanish 1 2 6 4 8 21 $2,955 C.2 Mail postcards & surveys randomly to 4,000 residences 2 4 6 $800 C.3 Post open survey, assist with announcements & distribute links 1 5 6 $730 C.4 Document survey findings 13 19 32 $4,430
Total Task C Hours: 1 2 6 0 0 0 0 0 20 36 65
Total Task C Costs: $195 $290 $870 $0 $0 $0 $0 $0 $3,600 $3,960 $8,915 TASK D | DEMOGRAPHICS AND TRENDS
D.1 Determine existing/future populations and growth areas 4 4 $540 D.2 Review NRPA/CAPRA benchmarks for trends 2 4 6 $830
D.3 Review facilities of similar cities and compare LOS 1 2 4 7 $895 D.4 Suggest new park acreage, amenities and trail standards for the City 1 2 4 7 $1,025 Total Task D Hours: 1 5 0 14 4 0 0 0 0 0 24
Total Task D Costs: $195 $725 $0 $1,890 $480 $0 $0 $0 $0 $0 $3,290 Totals
CITY OF MORENO VALLEY
PARKS, COMMUNITY SERVICES & TRAILS MASTER PLAN
Matrix RRC
B.6.b
Packet Pg. 545
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 :
CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 5 SECTION 4 | PrOPOSal COSTS | Cost Detail
KTUA
Singleton/
Carpenter
Matt
Wilkins
Jacob
Leon
Alex
Samarin
KTUA
Support
Staff
Alan
Pennington
Khushboo
Hussain
Matrix
Support
Staff Sean Maher
Kailyn
Haskovec
Principal
Planner
Project
Manager
Outreach
Facilitator
GIS /
Mapping
Park
Planners
Senior
Analyst
Senior
Analyst TBD
Project
Manager
Research
Analyst
Totals
CITY OF MORENO VALLEY
PARKS, COMMUNITY SERVICES & TRAILS MASTER PLAN
Matrix RRC
TASK E | EXISTING AND FUTURE FACILITIES - ANALYSIS OF LEVEL OF SERVICES E.1 Existing conditions of parks, trails, recreation facilities Verify park conditions, sizes & amenities (Trip 2 Overnight) 4 30 34 $4,180 Summarize amenities based on age demographics 6 8 14 $1,770 Identify amenity standards based on population 2 4 6 12 $1,780 Research and digitize other sources of trails for inventory 4 8 12 $1,500 Summarize quantitative/qualitative ranking of amenities 4 4 8 $1,020 E.2 Community services program review
Identify recreation program providers 1 2 8 8 19 $2,905 Analyze programs, resources, use levels & revenues 1 2 16 4 23 $3,945 Identify best practices for recreation services & programs 1 4 4 8 17 $2,565 Interview program managers (4 meetings-teleconference) 6 8 8 22 $3,230 E.3 Proposed needs/demands of parks, trails, recreation facilities, programs Prepare park classification & city-wide map 1 2 8 11 $1,565 Identify LOS acres & amenities for current/future parks 1 8 9 $1,225 Identify the parkshed elements (walk, bike & drive routes) 1 4 8 13 $1,645 Summarize qualitative ranking of amenities 1 4 4 9 $1,165 Prepare parkshed maps & determine populations served 1 4 4 9 $1,165 Create population tables using parksheds 1 2 4 7 $895
Quantify existing park distribution gaps & park inequities 1 2 6 9 $1,135 Quantify future park distribution gaps & changes for equity 1 2 4 7 $895 Create scoring for schools, non-profit & non-standard parks 1 1 2 4 8 $1,090 Map current/future populations with gaps & strategies 1 4 6 11 $1,405 E.4 Existing conditions summary and analysis 2 4 8 16 30 $3,970 E.5 Community and recreation services analysis
Community needs analysis for underserved population 1 2 4 4 8 8 12 39 $5,855 Analysis of services gaps/duplicate services 1 2 4 4 8 8 12 39 $5,855 Identify enhanced services through collaboration 1 2 4 4 8 8 8 35 $5,415 Total Task E Hours: 6 35 6 80 118 32 60 60 0 0 397
Total Task E Costs: $1,170 $5,075 $870 $10,800 $14,160 $6,400 $11,100 $6,600 $0 $0 $56,175 TASK F | RANK AND PRIORITIZE DEMANDS AND OPPORTUNITIES
F.1 Conceptual vision and CIP recommendations 1 8 8 17 $2,315 F.2 Prepare project descriptions & infill amenity graphics 1 6 4 16 27 $3,525 F.3 Prepare general planning costs for new parkland 1 2 4 7 $965 F.4 Prepare general planning costs for infill amenity projects 1 2 4 7 $965 Total Task F Hours: 4 18 0 4 32 0 0 0 0 0 58
Total Task F Costs: $780 $2,610 $0 $540 $3,840 $0 $0 $0 $0 $0 $7,770 TASK G | ANALYSIS OF PROGRAMS AND SERVICES
G.1 Assessment & analysis of the Community Services Department Analyze current level of recreation programs, services, maintenance 1 12 24 32 69 $10,505 Programmatic Full Cost Analysis 1 8 32 32 73 $11,185
Benchmarking 1 8 8 24 41 $5,865
B.6.b
Packet Pg. 546
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 :
CITY OF MORENO VALLEY | Professional Services for Parks, Community Services & Trails Master Plan | 6 SECTION 4 | PrOPOSal COSTS | Cost Detail
KTUA
Singleton/
Carpenter
Matt
Wilkins
Jacob
Leon
Alex
Samarin
KTUA
Support
Staff
Alan
Pennington
Khushboo
Hussain
Matrix
Support
Staff Sean Maher
Kailyn
Haskovec
Principal
Planner
Project
Manager
Outreach
Facilitator
GIS /
Mapping
Park
Planners
Senior
Analyst
Senior
Analyst TBD
Project
Manager
Research
Analyst
Totals
CITY OF MORENO VALLEY
PARKS, COMMUNITY SERVICES & TRAILS MASTER PLAN
Matrix RRC
G.2 Staffing levels
Analyze allocations of staff to divisions/programs 1 12 12 24 49 $7,405 Provide budget recommendations for future needs 1 8 8 12 29 $4,545 G.3 Duplications/collaborative partnerships
Provide recommendations to minimize duplication of services 1 8 16 12 37 $6,025 Provide recommendations for collaborative partnerships 1 8 16 12 37 $6,025 Total Task G Hours: 0 7 0 0 0 64 12 148 0 0 231
Total Task G Costs: $0 $1,015 $0 $0 $0 $12,800 $2,220 $16,280 $0 $0 $32,315 TASK H | PROGRESS REPORTING
H.1 Progress reports & scheduling 4 12 16 $2,520
Total Task H Hours: 4 12 0 0 0 0 0 0 0 0 16
Total Task H Costs: $780 $1,740 $0 $0 $0 $0 $0 $0 $0 $0 $2,520 TASK I | ACTION PLAN
I.1 Recreation, facilities & service action plan
Prepare action plan to enhance park system and programs 2 8 24 34 $4,430 Identify areas of need & public interest for new programs 1 2 4 7 $1,225 Analyze & assure equitable program distribution 1 4 5 $685 Create prioritized list of projects, acquisitions & services 2 8 8 16 34 $4,550 I.2 Recreation & Parks Needs Assessment & CIP Implementation Identify implementation plan for 5-year priority projects 2 12 40 54 $6,930 Identify general schedule for 10-year priority projects 2 10 30 42 $5,440 Identify long-term vision for 20-year priority projects 2 8 20 30 $3,950 Total Task I Hours: 11 49 0 12 130 0 4 0 0 0 206
Total Task I Costs: $2,145 $7,105 $0 $1,620 $15,600 $0 $740 $0 $0 $0 $27,210 TASK J | DEVELOPMENT OF FINAL PLANS AND SUPPORTING MATERIALS J.1 Draft master plan 4 12 30 40 4 90 $12,110
J.2 Parks, Recreation, Trails Committee, Planning Commission meetings (2 meetings - Trip 6 & 7) 6 10 16 $2,620
J.3 Final master plan 4 10 24 30 2 70 $9,440
Total Task J Hours: 14 32 0 54 70 0 6 0 0 0 176
Total Task J Costs: $2,730 $4,640 $0 $7,290 $8,400 $0 $1,110 $0 $0 $0 $24,170
SUMMARY BASE CONTRACT
BASE TASK SUMMARY: KTUA Totals
Project Total Base Hours: 86 220 136 184 461 102 107 208 30 48 1,582 Total Base Costs: $16,770 $31,900 $19,720 $24,840 $55,320 $20,400 $19,795 $22,880 $5,400 $5,280 $222,305 GRAND TOTAL PER FIRM: $148,550 $63,075 $10,680 $222,305 Travel
Hotel/Per
Diem Materials
Mail-outs
Surveys &
Reminders
$2,021 $674 $15,000 $17,695
Direct Costs (7 trips, 1 overnight for 3 people, 20 documents, 4,000 survey mail outs + reminders) $1,085 $1,110 $500 $15,000 $150,571 $63,749 $25,680 $240,000 $17,695 62.74% 26.56% 10.70% 100%
Matrix RRC
B.6.b
Packet Pg. 547
Attachment: KTU&A_PCS Parks Master Plan Agreement_Approved as to Form_Staff Rep (5915 :