programs provided by Consultant under this Agreement. Consultant shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement.
Consultant shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator of this Agreement.
Section 8. TERMINATION AND MODIFICATION.
8.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant.
Consultant may cancel this Agreement upon 30 days written notice to City and shall include in such notice the reasons for cancellation.
In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of termination; City, however, may condition payment of such compensation upon Consultant delivering to City any or all documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or the City in connection with this Agreement.
8.2 Extension. City may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection 1.1. This Agreement may be extended at the option of the City. Should City decide to exercise its option to extend this Agreement, City shall provide written notice to Consultant at least sixty (60) days prior to the end date of this Agreement. Any such extension shall require a written amendment to this Agreement, as provided for herein. Consultant understands and agrees that, if City grants such an extension, City shall have no obligation to provide Consultant with compensation beyond the maximum amount provided for in this Agreement, unless City agrees to do so by written amendment to this Agreement. Similarly, Consultant understands and agrees that, City shall have no obligation to reimburse Consultant for any otherwise reimbursable expenses incurred during the extension period, unless City agrees to do so by written amendment to this Agreement.
8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the parties.
8.4 Assignment and Subcontracting. City and Consultant recognize and agree that this Agreement contemplates personal performance by Consultant and is based upon a determination of Consultant’s unique personal competence, experience, and specialized personal knowledge.
Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Consultant. Consultant may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator.
812
Library Residential RFP
8.5 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Consultant shall survive the termination of this Agreement.
8.6 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City’s remedies shall include, but not be limited to the following:
8.6.1 Immediately terminate the Agreement;
8.6.2 Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement;
8.6.3 Retain a different consultant to complete the work described in Exhibit A not finished by Consultant; or
8.6.4 Charge Consultant the difference between the cost to complete the work described in Exhibit A that is unfinished at the time of breach and the amount that City would have paid Consultant pursuant to Section 2 of this Agreement if Consultant had completed the work.
Section 9. KEEPING AND STATUS OF RECORDS.
9.1 Records Created as Part of Consultant’s Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City.
Consultant hereby agrees to deliver those documents to the City upon termination of the Agreement.
It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. City and Consultant agree that, until final approval by City, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both parties.
9.2 Consultant’s Books and Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to the Consultant to this Agreement.
9.3 Inspection and Audit of Records. Any records or documents that Section 9.2 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds TEN THOUSAND DOLLARS ($10,000.00), the Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of the City, for a period of three (3) years after final payment under the Agreement.
Section 10 MISCELLANEOUS PROVISIONS.
813
Library Residential RFP
10.1 Attorneys’ Fees. If a party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing party shall be entitled to reasonable attorneys’ fees in addition to any other relief to which that party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose.
10.2 Venue. In the event that either party brings any action against the other under this Agreement, the parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Contra Costa or in the United States District Court for the Northern District of California.
10.3 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.
10.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement.
10.5 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties.
10.6 Use of Recycled Products. Consultant shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper.
10.7 Conflict of Interest. Consultant may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Consultant in a “conflict of interest,” as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq.
Consultant shall not employ any City official in the work performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Sections 1090 et seq.
Consultant hereby warrants that it is not now, nor has it been in the previous twelve (12) months, an employee, agent, appointee, or official of the City. If Consultant was an employee, agent, appointee, or official of the City in the previous twelve months, Consultant warrants that it did not participate in any manner in the forming of this Agreement. Consultant understands that, if this Agreement is made in violation of Government Code §1090 et.seq., the entire Agreement is void and Consultant will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Consultant will be required to reimburse the City for any sums paid to the Consultant. Consultant understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California.
10.8 Solicitation. Consultant agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials. 814
Library Residential RFP
10.9 Contract Administration. This Agreement shall be administered by Kevin Rohani, P.E., Public Works Director/City Engineer ("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his or her designee.
10.10 Notices.
Any written notice to Consultant shall be sent to:
_______________________________
Any written notice to City shall be sent to:
City of Oakley
Attn: ____________________________
3231 Main Street
Oakley, CA 94561
10.11 Professional Seal. Where applicable in the determination of the Contract Administrator, the first page of a technical report, first page of design specifications, and each page of construction drawings shall be stamped/sealed and signed by the licensed professional responsible for the report/design preparation. The stamp/seal shall be in block entitled “Seal and Signature of Registered Professional with report/design responsibility,” as in the following example. _________________________________________
Seal and Signature of Registered Professional with
report/design responsibility.
10.12 Integration. This Agreement, including the Scope of Work and Compensation Schedule, Insurance Requirements, and Verification of Required Insurance, attached hereto and incorporated herein as Exhibit A, B and C respectively, represents the entire and integrated agreement between City and 815
Library Residential RFP
Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral.
Exhibit AScope of Services and Compensation Schedule
Exhibit BInsurance Requirements
Exhibit C Verification of Required Insurance
10.13 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement.
10.14 Authorized Signature. Each person and party signing this Agreement warrants that he/she has the authority to execute this Agreement on behalf of the principal and that the party will be bound by such signature.
The parties have executed this Agreement as of the Effective Date.
CITY CONSULTANT
_________ a California Corporation
By: ____________________________ By: _____________________________ Joshua McMurray, City Manager Signature
By: _____________________________
Name, Title
Attest:
_______________________________
Libby Vreonis, City Clerk
Approved as to Form:
City of Oakley, a municipal corporation in
the State of California
816
Library Residential RFP
________________________________
Derek P. Cole, City Attorney
EXHIBIT A
SCOPE OF SERVICES AND COMPENSATION SCHEDULE
[insert proposal]
EXHIBIT B
INSURANCE REQUIREMENTS
PROFESSIONAL SERVICE CONTRACTS:
Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Offer Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. (not required if consultant provides written verification, it has no employees)
4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’s profession, with limit no less than $1,000,000 per occurrence or claim, $2,000,000 aggregate. 817
Library Residential RFP
If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
Additional Insured Status
The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts or equipment furnished in connection with such work or operations. General liability coverage should be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used).
Primary Coverage
For any claims related to this contract, the Consultant’s insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.
Notice of Cancellation
Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City.
Waiver of Subrogation
Consultant hereby grants to City a waiver of any right to subrogation which Consultant or any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.
Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.
Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:
1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work. 818
Library Residential RFP
Verification of Coverage
Consultant shall furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
EXHIBIT C
VERIFICATION OF REQUIRED INSURANCE
ATTACHMENT D
MEASURE K LIBRARY INFORMATION
From June 9, 2016, The Press newspaper article
“Library Measure K heads to Oakley voters”
“Oakley residents may soon be able to turn the page on plans for the city’s new library.
On Tuesday, June 7, voters will decide the fate of Measure K, a proposed $12 million bond that, if approved, would allow for the construction of a new, 20,000-square-foot library and learning center. It needs a two-thirds majority to pass.
“The current library is too small for a community half our size,” said Nancy Marquez -Suarez, assistant to Oakley City Manager Bryan Montgomery. “We are more than 40,000 (people) now and will grow over the next 20 years to more than 60,000. Studies conducted by the Contra Costa Library indicate that a library space of roughly 20,000 square feet is what is needed for Oakley.”
If approved, residents would pay $7.75 per month, or $93 dollars a year, for 30 years beginning in the 2016 to 2017 fiscal year. The facility is expected to be built downtown, on city-owned property within the Civic Center Plaza, just east of City Hall and south of Civic Center Park. If approved, the facility could be open by mid-2018.
Oakley’s library moved to Freedom High School in 1999, in what was slated to be a temporary, five-year agreement. Roughly 17 years later, the library remains in the same location, 819
Library Residential RFP
hamstrung by its 3,000-square-foot size and shared arrangement with Freedom High School, according to Craig Leighty, chair of the 30-member Oakley Library Committee, a group of Oakley residents committed to improving the future of the community and helped explore the viability of the measure.
"Even though (it offers) a lot of services for a little library, it's really lacking in its ability to serve a growing community of more than 40,000 people,” he said. “To have a little part of the room at the high school just doesn't seem right."
Proponents of the measure highlight that the facility is out of shelf space for books and movies; has no community-meeting rooms; a single outlet for visitors to plug in their electronics; and only eight public computers. There is also no quiet study room or workspaces, inadequate parking and limited schedules for highly requested family programming, which can only be accessed after school hours.
The library served 59,650 visitors (an average of 27 visitors per hour) last year; saw 89,640 items borrowed and 7,698 computer logins by patrons across its eight computer terminals.
Leighty said if the measure passes, the next phase would include gathering extensive public input on the look and features of the new facility. However, some likely additions would include increased hours, meeting rooms, areas for story times, a computer-technology center and a room for community displays. The library is currently open 41 hours a week and closed on Sunday and Monday.
Oakley Mayor Kevin Romick said that the community sorely needs the new facility. “Libraries are a key component of any community’s intellectual infrastructure,” he said. “They are community-building and community-gathering spaces that demonstrate an investment in the lifelong learning of every city resident.”
Leighty said he’s feeling confident about the measure passing. Prior to the city moving the measure to the ballot, a survey of 380 residents revealed 89 percent thought the city needed a new library, and 91 percent thought it was a good investment for Oakley. The only concerns about the measure were whether enough yes votes could be garnered, the ballot amount and prevalent misconceptions regarding the services offered by libraries today, which far exceed just a collection of books, city officials said.
"We were very conscious about not trying to make this kind of like a Lexus facility, like what other libraries in the county have done, (but rather) make it based on what the voters would support,” Leighty said.”
820
Library Residential RFP
821
LIBRARY &
O’HARA
RESIDENTIAL
PROJECTS
PROPOSAL FOR DESIGN & ECONOMIC FEASIBILITY STUDY SERVICES CITY OF OAKLEY | MAY 2023
822
May 31, 2023
City of Oakley
Attn: Joshua McMurray, City Manager
and Patrick O’Keeffe, Special Advisor, Baker Tilly
3231 Main Street
Oakley, CA 94561
Joshua and Patrick:
We understand that the City of Oakley is taking a proactive approach in implementing a fiscally sustainable process of financing, and eventually building, a new library and associated community facilities. As a Bay Area firm with 47+ years of experience in local planning and architecture, DAHLIN can help the City create initial concept studies that successfully align with design trends, market conditions, and spatial and code requirements. We are adept at working with public agencies to help them analyze sites for both feasibility and high quality design. We understand the constraints and issues involved now and in the future for innovative, healthy and connected public facilities and residential developments that last.
Recent, Similar Experience: Our experience includes the Oak Park Specific Plan in Pleasant Hill, which is very similar to the Oakley Library & O’Hara Residential Projects. The project consisted of a collaboration with Contra Costa County, the City of Pleasant Hill, and the Parks and Recreation District to allow for the creation of a new library and ball fields, while also allowing for sale and disposition of excess land as residential development. The project required extensive collaboration between the different agencies and an understanding of the needs of the different stakeholders, while still developing a plan that met the needs of the different uses and providing the County with substantial financial return.
Public and Private Sector Expertise: Our experience with the private sector in addition to public agencies results in projects that uphold community vision and are market-friendly. Working with developers and the private sector also gives us insight into required typologies. DAHLIN has extensive experience with the proposed building typologies for the O’Hara Block and will use that knowledge for the preliminary concept plan.
Public Agency & Developer Understanding: As planners and architects, we offer a unique perspective and uncommon skill set. Experience on both sides of regulations informs the level of detail and market responsiveness characteristic of our work. Additionally, we have experience working as Project Manager for municipalities such as the Town of Yucca Valley (see page 20), which gives us insight into the project process from both the City and the design perspective. We truly understand the importance of communication and responsiveness from both sides.
Thank you for the opportunity to propose on this exciting project. I will be the principal person the City may contact regarding the proposal, and can be contacted at the address and phone number below. We acknowledge receipt of the Q&A on 4/27/23.
Regards,
Ritu Raj Sharma AICP, LEED® AP
Principal / Senior Planner
[email protected]
5865 Owens Drive
Pleasanton, CA 94588
O:
F:
+1-925-251-7200 WWW.DAHLINGROUP.COM
+1-925-251-7201
Nancy Keenan AIA, LEED® AP
President
[email protected]
823
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 3
Proposal for Design & Economic
Feasibility Study Services for
Library & O’Hara
Residential Projects
FIRM DESCRIPTION 04
PROJECT TEAM AND QUALIFICATIONS
PROJECT UNDERSTANDING
PROJECT WORK PLAN & APPROACH
DISCLOSURE
PROJECT SCHEDULE
CONTRACT ACCEPTANCE
COST AND BUDGET PROPOSAL
05 30
33 36
35 38
39 CITY OF OAKLEY | MAY 2023
824
DAHLIN ARCHITECTURE | PLANNING | INTERIORS WWW.DAHLINGROUP.COM DAHLIN is a diverse architecture,
planning and interiors firm working with
developers, municipalities, and private
clients across a portfolio of residential,
commercial, institutional and civic work.
FIRM DESCRIPTION
is evident in all we do—whether
we are working with a developer to
entitle and deliver a new community,
supporting a start-up firm in crafting an
environment that promotes creativity
and productivity, or advising a public
agency considering a recreation center
that fosters community spirit and pays
for itself.
DAHLIN’s integrated planning,
architecture and interiors practice has
been developed by over 45 years of
shaping communities globally. With
today’s rapid urbanization of cities,
DAHLIN’s vast experience with urban
infill, redevelopment, public facilities,
and pedestrian-friendly mixed-use
projects, offers creative placemaking
strategies.
Our combined practices of planning and
architecture delivers on the foundational
ideas that shape the form, character
and interactions of our cities and towns
from conception through construction.
LEADERSHIP
DAHLIN has 19 principals. Leadership
includes:
Nancy Keenan, President
John M. Thatch, Senior Vice President -
Design Innovation
Lauri Moffet Fehlberg, Senior Vice
President - Architecture
Doug Dahlin, Founder
Since 1976, we have been committed
to excellence in design—best
demonstrated through our long-term
client relationships and by our awardwinning, financially successful, and sustainable design solutions.
From four locations in California
and locations in Washington, Utah,
Montana, Texas, and two locations in
the People’s Republic of China, we
provide services globally.
10 REGIONAL LOCATIONS
ACROSS THE WEST AND
THE PACIFIC RIM
180+
MULTICULTURAL
PROFESSIONALS
1K+
DESIGN AWARDS
45+
YEARS OF PLACEMAKING
AND DESIGN EXCELLENCE
PASSION
FOR
PLACE®
4 825
DAHLIN ARCHITECTURE | PLANNING | INTERIORS WWW.DAHLINGROUP.COM
PROJECT
TEAM &
QUALIFICATIONS
SOHAY | HAYWARD, CALIFORNIA
826
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 6
Your project team is comprised of active
members who take a direct stake in the
project progress and its ultimate success.
PRINCIPAL-LED TEAM
For this project, Ritu Raj Sharma will
serve as Principal-in-Charge and Project
Manager, and will be the main point
of contact and day-to-day manager.
A project of this nature requires
substantial collaboration between
different parties along with swift
decision-making, and our experience
has shown that combining the Principal
and Project Manager role greatly assists
this process.
Lauri Moffet-Fehlberg will serve as
Strategic Advisor for Multifamily
Residential Architecture and Stephanie
Fujimura will serve as Strategic Advisor
for Civic Architecture. Ritu Raj, Lauri
and Stephanie have collaborated on
numerous projects from feasibility
studies for infill sites to large scale
master plans for both private and public
sector clients.
This organization chart represents the
Principal-level team members. The
project will be staffed appropriately
based on the needs of the tasks for
each phase of the project.
Please see resumes on the following
page for further details on each of their
relevant qualifications.
PROJECT TEAM & QUALIFICATIONS
STRATEGIC ADVISOR
MULTIFAMILY RESIDENTIAL
LAURI MOFFET-FEHLBERG
PLANNING & DESIGN STAFF
STRATEGIC ADVISOR
CIVIC
STEPHANIE FUJIMURA
DAHLIN
DAILY CONTACT
CITY OF OAKLEY
ECONOMIC CONSULTANT
As noted in our Work Plan & Approach
section, the financial analysis would be
a Phase II for the project, dependent
on the project vision and concept plan.
Therefore, we have not included an
economic consultant as part of the
team for this submittal.
SUBCONSULTANTS
As DAHLIN has the full capability
to complete Phase I of this project
using in-house resources, we do
not anticipate the need to hire any
additional subconsultants.
PRINCIPAL-IN-CHARGE /
PROJECT MANAGER
RITU RAJ SHARMA
827
DAHLIN ARCHITECTURE | PLANNING | INTERIORS DAHLIN GROUP ARCHITECTURE | PLANNING7 Ritu Raj Sharma is a dynamic urban designer with over 16 years of planning, urban design and architectural experience working with communities, private developers and public agencies. As leader of the planning team, he provides design and planning expertise on a wide scale of planning projects, including large master plans, urban mixed-use projects, streetscape plans, and design guidelines, encompassing issues of equity, community and urban design and open space.
Ritu Raj’s projects are focused on placemaking, context sensitive design and creating consensus in the communities he works in. His familiarity with building typologies and densities, ability to convey issues of scale and mass, and knowledge of building and municipal codes brings rigor to the guidelines and standards he is involved with. His extensive involvement in these various planning projects spans the entire project lifecycle.
Through years of seeing numerous projects through from start to finish, Ritu Raj has developed a holistic perspective on the planning process, from which he actively draws insights for creating innovative planning and development strategies for better communities with a strong focus on sustainability. Several of these projects have received awards and industry recognition, such as the Watson Ranch Specific Plan in American Canyon, the Duarte Station TOD Specific Plan, the University Villages Specific Plan and the Villages of Black Diamond Master Plan.
EDUCATION
MASTERS, URBAN PLANNING,
UNIVERSITY OF MICHIGAN
BA, ARCHITECTURE,
JADAVPUR UNIVERSITY, INDIA
AFFILIATIONS
AMERICAN PLANNING ASSOCIATION
URBAN LAND INSTITUTE
SPUR
COUNCIL OF ARCHITECTURE, INDIA
RITU RAJ SHARMA AICP, LEED AP
Principal / Senior Planner
TRANSIT-ORIENTED + INFILL DEVELOPMENT
Duarte TOD Specific Plan
Duarte, California, USA
City of Duarte
Dumbarton TOD Specific Plan
Newark, California, USA
City of Newark
Tamien Station Redevelopment
San Jose, California, USA
Santa Clara Valley Transportation Authority
Alum Rock Station Redevelopment
San Jose, California, USA
Santa Clara Valley Transportation Authority
Blossom Hill Station Redevelopment
San Jose, California, USA
Santa Clara Valley Transportation Authority
PLANNING + COMMUNITY DEVELOPMENT
Vacaville Residential Standards Update
Vacaville, California, USA
City of Vacaville
Natomas Joint Vision Area Master Plan
Sacramento, California, USA
Brookfield Land
Watson Ranch Specific Plan
American Canyon, California, USA
McGrath Properties
Amoruso Ranch Specific Plan
Roseville, California, USA
Brookfield Sunset LLC
Villages of Black Diamond
Black Diamond, Washington, USA
YarrowBay
TRANSIT-ORIENTED + INFILL DEVELOPMENT
SoHay (South Hayward) Master Plan
Hayward, California, USA
City of Hayward/William Lyon Homes
The Dunes
Former Fort Ord, Marina, California, USA
Marina Community Partners
Prynt
Milpitas, California, USA
SRE Company / Taylor Morrison
Waterline
Point Richmond, California, USA
Shea Homes
Kottinger Gardens
Pleasanton, California, USA
Mid Peninsula Housing
TRANSIT-ORIENTED + INFILL DEVELOPMENT
Oak Park Specific Plan
Pleasant Hill, California, USA
Contra Costa County
SoHay (South Hayward) Master Plan
Hayward, California, USA
City of Hayward/William Lyon Homes
Blossom Hill Station Redevelopment
San Jose, California, USA
Santa Clara Valley Transportation Authority
Tamien Station Redevelopment
San Jose, California, USA
Santa Clara Valley Transportation Authority
Dumbarton TOD Specific Plan
Newark, California, USA
City of Newark
PLANNING + COMMUNITY DEVELOPMENT
Santa Cruz Downtown Master Plan Expansion
Santa Cruz, California, USA
City of Santa Cruz
Vacaville Residential Standards Update
Vacaville, California, USA
City of Vacaville
Amoruso Ranch Specific Plan
Roseville, California, USA
Brookfield Sunset LLC
Villages of Black Diamond
Black Diamond, Washington, USA
YarrowBay
The Dunes
Former Fort Ord, Marina, California, USA
Marina Community Partners
AFFORDABLE HOUSING
Kottinger Gardens
Pleasanton, California, USA
Mid Peninsula Housing
Arroyo Green
Redwood City, California, USA
MidPen Housing
Pacific Ave Senior Housing
Livermore, California, USA
Satellite Affordable Housing Assoc.
The Meridian
Santa Clara, California, USA\
CRP Affordable Housing & Community Dev.
Stoddard West
Napa, California, USA
Gasser Foundation/Burbank Housing
828
DAHLIN ARCHITECTURE | PLANNING | INTERIORS DAHLIN ARCHITECTURE | PLANNING | INTERIORS8 Lauri has an innate ability, finely tuned by over 30 years of experience as an architect and planner, to be visionary in crafting memorable buildings, communities and places for people. Through her design and communication skills, she builds the bridge between the design vision, client needs and jurisdictional requirements to prepare an implementable solution. Many times, she is tasked with designing communities or buildings within the requirements of the governing documents she has written, and knows how to balance written standards with the envisioned, built outcome. As a painter, she brings her own artistic touch to each project and is able to translate multiple perspectives into cohesive, creative design solutions.
Her focus on listening and understanding, design and Passion for Place® gives her deep insight into her clients’ visions, goals, and objectives over the life of planning, urban design and architectural projects.
EDUCATION
MASTERS + BA, ARCHITECTURE,
MONTANA STATE UNIVERSITY
AFFILIATIONS
AMERICAN INSTITUTE OF ARCHITECTS, (AIA)
AMERICAN PLANNING ASSOCIATION, (APA)
MONTANA STATE UNIVERSITY, ARCHITECTURE
ADVISORY BOARD
NATIONAL COUNCIL OF ARCHITECTURAL
REGISTRATION BOARDS
URBAN LAND INSTITUTE (ULI)
LAURI MOFFET-FEHLBERG AIA, LEED® AP
Senior Vice President - Architecture
PLANNING + URBAN DESIGN
The Villages of Black Diamond
Black Diamond, Washington, USA
YarrowBay
Duarte Station Specific Plan
Duarte, California, USA
City of Duarte
Dumbarton TOD Specific Plan
Newark, California, USA
City of Newark
The Dunes Specific Plan
Former Fort Ord, Marina, California
Marina Community Partners
Amoruso Ranch
Roseville, California, USA
Brookfield Land
AFFORDABLE HOUSING
Sweeney Lane
Daly City, California, USA
MidPen Housing
Kottinger Gardens
Pleasanton, California, USA
MidPen Housing
Arroyo Green Apartments
Redwood City, California, USA
MidPen Housing
The Cannery at Lewis Street
Gilroy, California, USA
Meta Housing
Moongate Plaza
Salinas, California, USA
MidPen Housing
COMMUNITY & URBAN RESIDENTIAL
AvalonBay Walnut Creek II
Walnut Creek, California, USA
AvalonBay
Alma Plaza
Palo Alto, California, USA
DR Horton
Tamien Station Redevelopment
San Jose, California, USA
Santa Clara Valley Transportation Authority
Prynt
Milpitas, California, USA
SDG Consulting + Taylor Morrison
Waterline
Point Richmond, California, USA
Shea Homes
MULTIFAMILY RESIDENTIAL
Moongate Plaza
Salinas, California, USA
MidPen Housing
Mosaic on Mission
Hayward, California, USA
Meta Housing
Rosefield Village
Alameda, California
Alameda Housing Authority
Sweeney Lane
Daly City, California, USA
MidPen Housing
Stoddard West
Napa, California, USA
Gasser Foundation/Burbank Housing
MULTIFAMILY RESIDENTIAL
Pacific Ave Senior Housing
Livermore, California, USA
Satellite Affordable Housing Assoc.
Arroyo Green
Redwood City, California, USA
MidPen Housing
Kottinger Gardens
Pleasanton, California, USA
MidPen Housing
Mission Paradise Senior Housing
Hayward, California, USA
EAH Housing
MULTIFAMILY RESIDENTIAL
Avalon Bay Walnut Creek
Walnut Creek, California, USA
AvalonBay
The Cannery at Lewis Street
Gilroy, California, USA
Meta Housing
One Lake Fairfield
Fairfield, California, USA
Meta Housing Corporation
University Village
Marina, California, USA
South County Housing
The Meridian
Santa Clara, California, USA
CRP Affordable Housing & Community Dev.
829
DAHLIN ARCHITECTURE | PLANNING | INTERIORS DAHLIN ARCHITECTURE | PLANNING | INTERIORS9 As a leader of DAHLIN’s municipal team, Stephanie has an extensive portfolio of civic and community projects. She is passionate about working with clients to understand and interpret their goals into built form. Her hands on knowledge in all project phases from planning to schematic design, construction documents to construction, and interior design contributes to her proven track record of helping municipalities achieve their project goals.
In addition to her public work, Stephanie Fujimura has experience in the private sector, including commercial, retail and office projects, both domestically and internationally. Stephanie adds value to projects by seeking methods to reduce waste and enhance building performance.
By developing efficient, cost-effective and sustainable solutions through using the latest technological platforms, she ensures the best building tailored to fit the clients’ needs. Her experience harnessing BIM and REVIT ensures architectural design is translated into the final product and better outcomes through collaboration with consultants from project inception to opening day.
EDUCATION
MASTERS, ARCHITECTURE
UNIVERSITY OF OREGON, EUGENE
REGISTRATIONS
LICENSED ARCHITECT IN CA
LEED ACCREDITED PROFESSIONAL
AMERICAN INSTITUTE OF ARCHITECTURE (AIA)
CPRS MEMBER
STEPHANIE FUJIMURA AIA, LEED AP
Principal - Senior Architect
INSTITUTIONAL + MUNICIPAL
Mountain View Community Center Renovation
Mountain View, California, USA
City of Mountain View
San Lorenzo Community Center Renovation
San Lorenzo, California, USA
Hayward Area Recreation & Park District
Bridgeyard Building Feasibility Study
Oakland, California, USA
East Bay Regional Parks District
Multi-Generational Center Needs Assessment
Tracy, California, USA
CIty of Tracy
Hangar A: Livermore Airport Building
Livermore, California, USA
City of Livermore
RETAIL + COMMERCIAL + OFFICE
The Promenade At Dublin Ranch
Dublin, California, USA
Charter Properties
Plaza At Dale
Modesto, California, USA
City of Modesto
Clubsport Pleasanton, (Remodel)
Pleasanton, California, USA
Leisure Sports, Inc
Renaissance Clubsport Aliso Viejo
Aliso Viejo, California, USA
Leisure Sports, Inc
Moraga Country Club
Moraga, California, USA
Moraga Country Club HOA
INSTITUTIONAL + MUNICIPAL
Shoreline Offices + Maintenance Facility
Mountain View, California, USA
City of Mountain View
Washington Community Swim Center
Sunnyvale, California, USA
City of Sunnyvale
Wastewater Office Building & Corp Yard
Castro Valley, California, USA
Castro Valley Sanitary District
Pleasant Hill Community Center
Pleasant Hill, California, USA
Pleasant Hill Rec and Park District
Emerald Glen Recreation & Aquatic Center
Dublin, California, USA
City of Dublin
INSTITUTIONAL + MUNICIPAL
Multi-Generational Center Needs Assessment
Tracy, California, USA
City of Tracy
Pleasanton Library Renovations
Pleasanton, California, USA
City of Pleasanton
Shannon Community Center
Dublin, California, USA
City of Dublin
Pleasant Hill Community Center
Pleasant Hill, California, USA
Pleasant Hill Rec and Park District
Dublin Senior Center
Dublin, California, USA
City of Dublin
RETAIL + COMMERCIAL + OFFICE
The Promenade At Dublin Ranch
Dublin, California, USA
Charter Properties
Plaza At Dale
Modesto, California, USA
City of Modesto
Clubsport Pleasanton, (Remodel)
Pleasanton, California, USA
Leisure Sports, Inc
Renaissance Clubsport Aliso Viejo
Aliso Viejo, California, USA
Leisure Sports, Inc
Moraga Country Club
Moraga, California, USA
Moraga Country Club HOA
INSTITUTIONAL + MUNICIPAL
Aquatic & Rec Center - Project Manager
Yucca Valley, California, USA
Town of Yucca Valley
Mountain View Community Center Renovation
Mountain View, California, USA
City of Mountain View
Emerald Glen Recreation & Aquatic Center
Dublin, California, USA
City of Dublin
Wastewater Office Building & Corp Yard
Castro Valley, California, USA
Castro Valley Sanitary District
Bridgeyard Building Feasibility Study
Oakland, California, USA
East Bay Regional Parks District
830
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 10
DAHLIN has a record of success in
architecture and planning, with extensive
experience in both public facility and
multifamily residential design.
Our collective body of work
demonstrates a compelling exhibition
of experience and expertise in project
types including: urban design, infill
and redevelopment, institutional and
municipal, hospitality and fitness, retail,
commercial and office, community
amenities, multifamily and mixed-use,
affordable housing, and senior living.
PUBLIC + PRIVATE FEASIBILITY
STUDIES
DAHLIN has assisted public agencies
with due diligence on site feasibilities
and studies to understand the
development capacity of the potential
development sites. Recent public
agency clients include Contra Costa
County, City of San Jose, Valley
Transportation Authority, Oakland
Housing Authority, and Alameda
Housing Authority.
Many of our studies are for clients
who eventually want to build on the
site or issue an RFP. DAHLIN’s initial
studies have the necessary rigor and
accuracy to be implementable, as
they are based on years of experience
designing housing and public facilities
at all scales, and in all phases, from
preliminary site studies to detailed
construction drawings.
PUBLIC FACILITIES
Our civic portfolio includes work on over
70 public facilities, including, senior
centers, community centers, recreation
centers, libraries and administration
buildings. DAHLIN works with city
councils and planning commissions
as well as other institutional leaders,
operators and managers to design
sustainable, long-lasting, and vibrant
institutional buildings.
MULTIFAMILY RESIDENTIAL
Since 1976, our work has shaped
much of the Bay Area’s growth and
development, delivering on over 200
multifamily housing projects across
the region. Our experience includes
market rate, for sale, for rent, affordable
housing, senior housing and supportive
housing. We design healthy, urban
style communities where people want
to live, providing design solutions
that support diverse and connected
environments, and adeptly navigate
these projects through public meetings
and presentations to approval.
The following pages represent select
examples of our most relevant project
experience.
PROJECT EXPERIENCE
PACIFIC AVENUE SENIOR APARTMENTS
LIVERMORE, CALIFORNIA
831
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 11
DAHLIN assisted Contra Costa County in the planning and disposal of a 15-acre surplus property that the County owned within the City of Pleasant Hill. DAHLIN was initially hired to do a preliminary feasibility study but was retained to be the master planner for the entitlement process. DAHLIN developed a cohesive master plan that met the goals and the needs of the multiple public agencies that are involved, while also maximizing the financial returns to the County. The 15-acre parcel was subdivided into three main land uses, providing the City of Pleasant Hill a site for their new Library, the Pleasant Hill Recreation and Park District with new ball fields, and Contra Costa County with a residential development that was entitled by the County and disposed to the developer as a source of revenue for the County.
As the project lead for the County, DAHLIN worked on the overall master plan and wrote the Specific Plan for the overall project, while also developing and entitling the residential architecture for the County portion of the project. All the entitlements (Specific Plan, EIR Certification and entitlements for the residential portion of the project) were done concurrently, minimizing the time for permitting, and reducing potential conflicts.
RESIDENTIAL
(PROPOSED)
PLEASANT HILL REC. AND PARK
(PROPOSED)
PLEASANT HILL LIBRARY
(PROPOSED)
SANTA BARBARA RD.
OAK PARK BLVD. MONTCELLO AVE.
Site: +/-15 acres
OAK PARK
SPECIFIC PLAN
PLEASANT HILL, CALIFORNIA
CONTRA COSTA COUNTY
MASTER PLAN WITH LIBRARY, RESIDENTIAL & PARK
832
DAHLIN DAHLIN GROUP ARCHITECTURE | PLANNING | INTERIORS ARCHITECTURE | PLANNING 12 DAHLIN is assisting VTA as they determine the feasibility and best long term use for their joint development parcels. DAHLIN is currently involved with multiple Joint Development Sites including Blossom Hill Station, River Oaks Site, the Tamien West Station Site, Great Mall Transit Area, Cerrone Site, and the Snell Station Site. As the master planning, land use and design consultant, DAHLIN has been involved with Visioning and Master Planning, Siting Studies, Capacity Studies and Community Outreach, as required for the above sites.
SANTA CLARA VALLEY
TRANSPORTATION
AUTHORITY
SAN JOSE, CALIFORNIA/USA
LEGEND
PEDESTRIAN
CONNECTION
INTERNAL CIRCULATION
LOOP
POTENTIAL
DEVELOPMENT AREA
ACCESS
CENTRALIZED PLAZA
TRANSIT HUB
DEVELOPMENT
AREA
(PHASE 1)
TRANSIT
PARKING,
POTENTIAL
DEVELOPMENT
AREA
DEV. AREA
(PHASE 2)
PUBLIC
INTERFACE BLOSSOM HILL RD
NORMAN Y. MINETA HWY
CHESBRO AVE
VELASCO DR
CANOAS CREEK
VTA STATION
BLOSSOM HILL STATION: CONCEPTUAL VISION
BLOSSOM HILL STATION: COMMUNITY OUTREACH
833
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 13
QUALIFICATIONS FOR SCCHA MASTER PLANNING & ARCHITECTURAL SERVICES 21 DAHLIN GROUP ARCHITECTURE | PLANNING
GREAT MALL TRANSIT STATION | MILPITAS, CA
SANTA CLARA VALLEY TRANSPORTATION AUTHORITY (VTA)
MIXED-US
SCHEMATIC SECTION A-A
SCALE 1:50
SCHEMATIC SECTION B-B
SCALE 1:50
SITE PLAN: GROUND FLOOR
O3
TWO-STORY OFFICE
SEVEN-STORY PARKING
(2 FLOORS BELOW GRADE; 5 FLOORS ABOVE GRADE)
SEVEN-STORY PARKING
(2 FLOORS BELOW GRADE; 5 FLOORS ABOVE GRADE)
O4
TWO-STORY OFFICE
R1
SINGLE-STORY RETAIL
O1
NINE-STORY OFFICE
O2
NINE-STORY OFFICE
O4
TWO-STORY OFFICE
GREAT MALL STATION
GREAT MALL PARKWAY
GREAT MALL DRIVE
GREAT MALL DRIVE
O2
O1
R1
O1
O2
O4
O3
R1
A
A
B
B
OPTION 3: MIXED-USE
• SINGLE-STORY RETAIL ALONG
GREAT MALL PARKWAY
• SEVEN-STORY PARKING GARAGE
(5 FLOORS ABOVE GRADE + 2
FLOORS BELOW GRADE) W/ 2
LEVELS OF OFFICE ABOVE
• (2) NINE-STORY OFFICE
BUILDINGS
• DESIGNATED RIDE-SHARE PICKUP/DROP-OFF AREA
GREAT MALL TRANSIT STATION SITE STUDY
834
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 14
2080 ALMADEN RD./2112
CANOAS GARDEN AVE
SAN JOSE, CALIFORNIA
AFFIRMED HOUSING
RACE STREET
APARTMENTS
SAN JOSE, CALIFORNIA
SANTA CLARA COUNTY HOUSING AUTHORITY
This mixed-use community for family
and senior affordable housing started
with a feasibility study and is now
continuing to detailed architecture.
Alvarado Park is a 90-unit senior
affordable apartment development with
studios, 1-bedroom and 2-bedroom
units. Building will be on grade with an
above-grade parking garage. Bellarmino
Place is a 116-unit multifamily, mixeduse affordable apartment building with Studios, 1- 2- and 3-bedroom
units, ~2,000 sqft of commercial
space and above-grade parking garage.
DAHLIN conducted feasibility studies to
understand the development potential
of the site for affordable supportive
housing. The goal was to understand
the development potential of the site
as well as the development regulations,
concessions and waivers required to
meet the project goals. These graphics
show a slightly enhanced version of
the feasibility study, as the project
was submitted to the City of San Jose
for Preliminary Review of converting
the low-density site into high-density
housing with a mix of market rate and
affordable housing. DAHLIN created an
overall master plan and building plans.
FEASIBILITY STUDIES
835
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 15
LIBRARY & PUBLIC
FACILITY DESIGN
MOUNTAIN VIEW COMMUNITY CENTER | MOUNTAIN VIEW, CALIFORNIA 836
DAHLIN GROUP ARCHITECTURE | PLANNING
Use / Type: Institutional + Municipal
DAHLIN is working with the City of
Tracy to perform a facilities needs
assessment, site selection, and program
analysis and conceptual plan design
services for a new multi-generational
community and recreation center
and library. Program elements under
consideration include a gym with
6 basketball courts, library, fitness
room, senior center, youth center,
multipurpose rooms, classrooms,
administration offices, and event space.
A large part of the assessment includes
a series of public workshops, staff
interviews, focus meetings, and online
surveys. Estimated budget for the new
facility is approximately $30M - $45M
with public private partnerships and
phasing options being considered.
MULTI-GENERATIONAL
RECREATION CENTER -
NEEDS ASSESSMENT
TRACY, CALIFORNIA / USA
CITY OF TRACY
SITE ANALYSIS
COMMUNITY OUTREACH
SITE LAYOUT OPTIONS
DAHLIN ARCHITECTURE | PLANNING | INTERIORS
837
DAHLIN GROUP ARCHITECTURE | PLANNING
Use/ Type: Institutional + Municipal
Site: 2.3 acres
Building: 21,990 sqft center
Designed as the beacon of the park,
visibility and transparency were key
design themes of Pleasant Hill’s
new community center. Architectural
cues taken from the locale’s agrarian
heritage, blend traditional gables with
crisp detailing and contemporary
use of materials. The new facility
replaces a 50-year-old structure with
flexible spaces including multipurpose
rooms, a banquet hall and preschool.
2014 CPRS AWARD,
EXCELLENCE IN DESIGN - FACILITY DESIGN
2014 CPRS D3 AWARD,
OUTSTANDING FACILITY
2012 GOLD NUGGET MERIT AWARD,
PUBLICLY FUNDED SPECIAL USE FACILITY, ONTHE-BOARDS
PLEASANT HILL
COMMUNITY CENTER
PLEASANT HILL, CALIFORNIA/ USA
PLEASANT HILL RECREATION & PARK DISTRICT
DAHLIN ARCHITECTURE | PLANNING | INTERIORS
838
Use
/ Type: Senior Living
Site: 2.3 acres
Building: 15,000 sqft center
Dublin Senior Center is a community
and social resource for local seniors.
The facility is organized into three
major functions: a multipurpose/
dining hall with kitchen; lounge with
central administrative spaces and
building functions; and classroom
spaces for arts and crafts, card playing,
educational seminars and a computer
resource center. Multiple patios flank
the facility and serve as indoor/outdoor
extensions of gathering areas. The
Dublin Senior Center was developed
in conjunction with the adjacent
senior housing project and designed
to meet LEED Silver specifications.
DUBLIN SENIOR CENTER
DUBLIN, CALIFORNIA/ USA
CITY OF DUBLIN
DAHLIN GROUP ARCHITECTURE | PLANNING
DESIGNED TO MEET LEED SILVER
SPECIFICATIONS
CALIFORNIA PARK AND RECREATION SOCIETY
AWARD, FACILITY DESIGN AND PARK PLANNING
DAHLIN ARCHITECTURE | PLANNING | INTERIORS
839
Use / Type: Institutional + Municipal
Site: 2 acres
Building: 19,000 sqft center
Located in Shannon Park, the new
LEED certified community center
replaces the former facility at the
same site. Accessed by a bridge
crossing the maturely landscaped
creek, this attractive community
amenity also doubles as a rental venue
for functions such as weddings. The
building features a large event room,
classrooms, administrative offices,
a kitchen, and daycare facilities.
SHANNON
COMMUNITY CENTER
DUBLIN, CALIFORNIA / USA
CITY OF DUBLIN
DAHLIN GROUP ARCHITECTURE | PLANNING
LEED-NC CERTIFIED
2009 CALIFORNIA PARK AND RECREATION
SOCIETY AWARD, EXCELLENCE IN FACILITY
DESIGN
DAHLIN ARCHITECTURE | PLANNING | INTERIORS
840
DAHLIN GROUP ARCHITECTURE | PLANNING
Use/ Type: Municipal Recreation
Center; Aquatics
Building: 37,000 sf
DAHLIN is the Project Manager for
the Town of Yucca Valley for their
new Aquatic and Recreation Center.
The 37,000 SF facility will include
a natatorium, gymnasium, locker
rooms, offices and multi-purpose
rooms. DAHLIN is leading the town
with project management from project
initiation through the day 1 opening:
site selection, programming, RFP
preparation, RFP submission review
& interviews, design overview, cost
control, scheduling and construction
oversight. After working with the Town
team to verify the program goals,
DAHLIN has prepared the “rightsized” program areas to meet the Town’s needs and budget. We have
also put together a conceptual design
to convey the intent of the program
adjacencies to the selected design team.
Key Team Members: Stephanie, Erica
AQUATIC & RECREATION
CENTER - PROJECT
MANAGER
YUCCA VALLEY, CALIFORNIA
TOWN OF YUCCA VALLEY
DAHLIN ARCHITECTURE | PLANNING | INTERIORS
841
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 21
As part of on-call services for the City of Pleasanton, DAHLIN completed interior renovations of the existing library building including lighting upgrade and lighting controls replacement, all gender restroom ADA upgrade – finish replacement, accessory and sink upgrades, study room – modular furniture selection and finish upgrade, and upgrade of fire alarm control panel.
Exterior renovations include roof replacement, metal gutter replacement, clerestory window replacement and retinting, and identification and documentation of dry rot in anticipated construction areas for replacement.
Building: 30,000 sqft
PLEASANTON LIBRARY
RENOVATIONS
PLEASANTON, CALIFORNIA
CITY OF PLEASANTON
PLEASANTON LIBRARY RENOVATIONS
Photo By NapoliRoma - Own work, CC
BY-SA 3.0https://commons.wikimedia.
org/w/index.php?curid=21962484
842
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 22
MULTIFAMILY
RESIDENTIAL
DESIGN
AVALON WALNUT CREEK | WALNUT CREEK, CALIFORNIA
843
Type: Urban Residential and Mixed-use
Site: 1.61 acres
Building: 351,717 sqft, 2,310 sqft retail
podium building
Density/ FAR: 124 du/ac
Units: 200
This mixed-use development of studio,
1, 2, and 3-bedroom units and retail
space covers Block C of Avalon Walnut
Creek at the Contra Costa Centre
Transit Village. A retail street gateway
and frontage along Harvey Drive
highlights the BART transit station
site and provides nearby residents
with walkable access to BART and the
surrounding community. Placemaking
improvements such as street trees,
landscape and pedestrian sidewalk
improvements, and bicycle amenities
all add to overall public benefit and
encourage use of the Iron Horse
Regional Trail, directly across the street.
AVALONBAY
WALNUT CREEK II
WALNUT CREEK, CALIFORNIA, USA
AVALONBAY
DAHLIN GROUP DAHLIN ARCHITECTURE | PLANNING | INTERIORS ARCHITECTURE | PLANNING 844
Use
/ Type: Community Planning;
Mixed-Use; Condominiums, Apartments
Site: 25 acres
Building: 22,418 sqft ground floor
retail
Density/ FAR: 14 du/ac
Units: 352
Originally started as a project with
the City of Hayward, this mixeduse neighborhood development was subsequently contracted to Taylor
Morrison, who chose to continue work
with DAHLIN. SoHay is comprised
of property owned by Caltrans,
HARD, BART, ACFC, and the City
of Hayward. The development is
part of the City’s long term vision of
transforming the underutilized Caltrans
parcels into vibrant and sustainable
neighborhoods. The mixed-use, mixeddensity plan includes retail, cluster condominiums, apartments and a
new park, and seamlessly connects
disjointed parcels into a series of
connected neighborhoods with a
progressive, holistic approach to
walkability, open space framework,
neighborhood character, sustainability
and contemporary architectural styles.
SOHAY
HAYWARD, CALIFORNIA, USA
TAYLOR MORRISON
CITY OF HAYWARD
DAHLIN ARCHITECTURE | PLANNING | INTERIORS
2022 BEST IN AMERICAN LIVING AWARD,
BEST IN REGION FOR PACIFIC
2022 BEST IN AMERICAN LIVING AWARD,
INFILL COMMUNITY, PLATINUM WINNER
2022 APA CALIFORNIA STATE AWARD OF
EXCELLENCE, IMPLEMENTATION (LARGE
JURISDICTION)
APARTMENTS / RETAIL
COMMUNITY PARK
PATHWAY
OPEN SPACE
CONDOS
CONDOS
CONDOS
CONDOS
CONDOS
CONDOS
OPEN SPACE
845
DAHLIN GROUP ARCHITECTURE | PLANNING
ENSO
AT BAYPOINTE STATION
SAN JOSE, CALIFORNIA, USA
FAIRFIELD RESIDENTIAL
Use/ Type: Urban Residential TOD
Site: 3 acres
Building: 4-story over concrete podium
with underground parking garage
Density/ FAR: 61 du/ac
Units: 183 apartments
Unit Plans: 593–1,270 sqft
Neighbors with San Jose’s VTA Light
Rail Baypointe Station and just
blocks from major employers like
Cisco and SanDisk, Enso is a transitoriented, urban living residential community. This four-story podium
building sits over an underground
parking garage equipped with bike
storage and parking designated for
low emitting vehicles. Influenced by
the architecture of nearby commercial
and light industrial buildings, its
contemporary design features extensive
use of glass, corrugated metal
siding, and standing seam roofs.
LEED NC GOLD CERTIFIED
FAIRFIELD LIVING GREEN PROGRAM
846
DAHLIN ARCHITECTURE | PLANNING | INTERIORS
Use / Type: Multifamily and Mixed-Use;
Apartments
Site: 9.6 acres
Density / FAR: 68-90 du/ac
Before incorporating in 1998, Kenmore
was regarded as a pass-through
suburb. After adopting a Downtown
Plan in 2003, the City has assembled
properties within the downtown
totaling 9.6 acres. A second strategic
planning process was engaged in 2012
to transform the combined properties
into a recognizable downtown.
Along with substantial infrastructure
improvements and civic projects, new
urban residential housing, including
LINQ Lofts + Flats, Spencer 68
and Flyway, introduces over 500
units built or planned. The variety of
housing types brings new energy and
residents to the City as growth of the
technology industry attracts tech-savvy
millennials. In town living with highlyamenitized common areas fosters a hip urban lifestyle. EvergreenHealth, a
primary care clinic that occupies the
ground floor of The LINQ, provides
accessible healthcare services to
improve community wellness.
Seaplane Kitchen + Bar anchors the
town square as the local restaurant
hangout with additional commercial/
retail underway, intensifying
the activity of this burgeoning
downtown. The project represents
the largest investment made at one
time within the City and provides
a true sense of identity and future
economic development opportunity.
DOWNTOWN KENMORE
KENMORE, WASHINGTON, USA
MAINSTREET PROPERTY GROUP
SEAPLANE KITCHEN + BAR TOWN SQUARE
THE SPENCER 68
THE FLYWAY
THE LINQ LOFTS + FLATS
NE 181st Street
847
DAHLIN GROUP ARCHITECTURE | PLANNING
THE CANNERY AT
LEWIS STREET
GILROY, CALIFORNIA/ USA
META HOUSING CORPORATION
Use/ Type: Affordable Housing;
Apartments
Site: 4.94 acres
Building: 130,780 sqft
Density/ FAR: 21 du/ac
Units: 104
Located in the heart of Downtown
Gilroy at The Old Cannery District, The
Cannery at Lewis Street is a 104-unit
affordable apartment community with
a contemporary style that includes
a vocabulary reminiscent of The Old
Cannery buildings. The developed
has transformed the vacant 5-acre
site into an active and welcoming
community with a U-shape design
and central courtyard that encourages
community interaction and engagement.
Amenities include a community
room, leasing center, exercise room,
dining facilities, dog park, and
other outdoor spaces. All parking
is surface parking with around
half the parking under carports.
2020 BEST IN AMERICAN LIVING GOLD
AWARD, AFFORDABLE – MULTIFAMILY
CATEGORY
DAHLIN ARCHITECTURE | PLANNING | INTERIORS
848
DAHLIN ARCHITECTURE | PLANNING | INTERIORS
ONE LAKE FAIRFIELD
FAIRFIELD, CALIFORNIA/ USA
META HOUSING CORPORATION
Use/ Type: Affordable Housing;
Apartments
Site: 5.59 acres
Building: 267,492 sqft
Density/ FAR: 34 DU/AC
Units: 190
One Lake Family Apartments is a fourstory residential project with 190 units located in the One Lake Master Planned
Community in Fairfield, California.
Designed to serve families, the new
project provides 23 one bedroom units,
78 two bedroom units, and 89 three
bedroom units. Two of the two bedroom
units function as manager’s units,
the remainder are affordable rental
units for tenants. The site is within
Specific Plan Area 4 (the Lake District)
of the Fairfield Train Station Specific
Plan and is zoned as a residential
very high density (RVH) district.
849
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 29
REFERENCES
City of Dublin
100 Civic Plaza
Dublin, California 94568
Phone
925-833-6630
Email
[email protected]
Related Project: Emerald Glen
Recreation & Aquatic Complex -
planning, architectural and interiors
services through construction
administration.
MICHAEL BOITNOTT
CIP MANAGER
Santa Clara Valley Transportation
Authority (VTA)
3331 North First Street Bldg. A
San Jose, California 95134
Phone
408-321-5950
Email
Jessie.O’[email protected]
Related Project: VTA Feasibility Studies
(see pages 12-13)
JESSIE O’MALLEY SOLIS
MANAGER OF TRANSIT ORIENTED
DEVELOPEMENT
Contra Costa County
1220 Morello Avenue
Martinez, California 94553
Phone
925-957-2456
Email
[email protected]
Related Project: Oak Park Specific Plan
(see page 11)
KAREN LAWS
PRINCIPAL REAL PROPERTY AGENT
850
DAHLIN ARCHITECTURE | PLANNING | INTERIORS WWW.DAHLINGROUP.COM
PROJECT
UNDERSTANDING
851
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 31
The City of Oakley is taking a proactive
approach to implementing a fiscally
sustainable process for financing and
eventually building the new library and
associated community facilities.
As the City continues to revitalize
the downtown area, a mixed-income
residential project on City-owned
property is to be developed to acquire
funding for these public facilities, with
the private residential development
contributing all or a portion of the
cost through the sale of the downtown
property (O’Hara Block). To accomplish
this, concept design plans and
financial analysis of the sites with their
respective public and private uses is the
next step.
The proposed project is very similar to
a project DAHLIN recently completed
for Contra Costa County - the Oak
Park Specific Plan. Consisting of a
collaboration with the City of Pleasant
Hill, the Park and Recreation District
and the Contra Costa County, the
project successfully allowed for the
creation of a new library and ball
fields, while also allowing for sale and
disposition of excess land as residential
development ensuring financial returns
to the County.
The Oak Park project required extensive
collaboration between the different
agencies and an understanding of the
needs of the different stakeholders. We
anticipate that the Oakley Library and
O’Hara Residential projects will require
a similar collaboration between the
different stakeholders.
CRITICAL ISSUES
After review of the RFP, we have found
that while the tasks and deliverables
listed in the RFP are sound, the scope
and the budget may not align. A project
of this scope would require considerably
more resources to complete. After a
thorough review of the anticipated
process, tasks and effort involved, it
is our recommendation that the City
finish the needs analysis and get a
thorough understanding of the different
design options before looking at the
financing options. It is for this reason
our proposed scope and budget only
includes:
Task 1: Community Center Concept
Plan
Task 2: O’Hara Block Residential
Concept Plan
Task 7: Meetings
Once the design options have been
determined, the design team can work
with a City-hired economic consultant
to assist on the other tasks listed in
the RFP. Accordingly, an Economic
Consultant is not included as a part of
our team for this response. We believe
that the resources would be better
utilized at this point in time on a more
focused approach.
[ TYPE ] EXPERIENCE PROJECT UNDERSTANDING
852
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 32
UNDERSTANDING THE DIFFERENT
OPTIONS
For both the civic and the residential
uses it is imperative that the City fully
understand the spatial needs of the
proposed uses:
Civic Building
The civic building will include a
minimum of three major uses (Library,
Senior Center, Veterans Hall). The
eventual size and the cost of the civic
uses will depend on the final design
and the amount of space allocated to
the different uses, so it is important
that the City analyze multiple options.
Residential Site
Similarly, for the residential site, it
is imperative that the City analyze
development at different densities.
Higher densities, while providing more
units, may also be encumbered by the
cost of structural parking and the cost
of construction.
The site is also adjacent to a future
train station so it offers a unique
opportunity to promote the right kind
of development. This will need to be
balanced with the marketability of the
proposed project to ensure maximizing
the economic returns from the sale of
the land. This approach would help
ensure that the City makes a holistic
review of all the options based on their
needs without having to value engineer
project components at the visioning
stage.
GETTING BUYOFF FROM KEY
STAKEHOLDERS
A major civic undertaking such as
this will involve many stakeholders,
organizations and community interest.
Therefore, it is important that the
different options and the preferred
concepts be vetted in a slightly larger
setting, such as a study session with
city council/planning commissioners,
etc., so that there is a buyoff from the
interested parties, and that there is
continued support as the project moves
forward.
PROJECT UNDERSTANDING
OAKLEY DOWNTOWN DEVELOPMENT
CONCEPT PLAN
853
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 33
WORK PLAN &
APPROACH
DOWNTOWN KENMORE | KENMORE, WASHINGTON
854
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 34
We recommend that the City first finish the needs analysis to get a thorough understanding of the different design options, then look at the financing options. It is for this reason our proposed approach only includes the Community Center Concept Plan, O’Hara Block Residential Concept Plan and Meetings. DAHLIN will work with the City staff to finalize this Work Plan:
1. Project Initiation /
Project Management
DAHLIN will meet with City Staff to:
• Refine the work program
• Discuss the stakeholder participation approach and program • Establish a definitive project schedule with work product and process delivery dates, including creating a regular meeting schedule for the duration of the project.
Deliverable: Updated Work Schedule and Approach
2. Review of Existing Documents, Program
Analysis, Meetings with Primary Stakeholders
4. Meetings
DAHLIN will review the existing regulating documents and the preliminary analysis of the library, and meet with the stakeholders regarding the proposed program. DAHLIN
anticipates that the stakeholders at this phase would be limited to primarily the relevant City and County staff associated with the three proposed uses.
Based on the meetings with the stakeholders, the updated program will form the basis of design for the civic and the residential site plan options.
Deliverable: Updated Program, meeting materials, agendas and notes.
3. Site Plan Options
Based on the program developed, DAHLIN will create two
(2) preliminary concept plans for both of the civic uses. Both concepts will include plan graphics overlaid over Google earth imagery to convey design intent, scale and response to context.
Imagery and building sections will be provided as required to convey the design concept and intent. All deliverables will include the appropriate development summary and project statistics.
DAHLIN will review the concept plans with the relevant
stakeholders. Based on the feedback received DAHLIN will prepare a preferred updated plan to reflect the comments.
It is anticipated that this preferred plan will be presented to the Planning Commission/City Council in a study session. The final design concept for each site will be based on the feedback received. Along with plan graphics the final deliverables will also include massing studies and imagery to convey architectural scale and character.
Deliverable: Preliminary concept plans and development
summaries, final concept plan and development summary,
meeting agendas and notes.
PROJECT WORK PLAN & APPROACH
DAHLIN anticipates the process to be a collaborative process with City staff and other stakeholders. DAHLIN anticipates the following meetings:
• Four (4) meetings with City Staff/City Liaison
• Three (3) meetings with Primary Stakeholder Group
• One (1) meeting with City Council/Planning Commission to solicit feedback.
Deliverable: Meeting agendas, materials and notes.
+
City Staff Involvement
We anticipate that the City staff or their assigned representative will be the liaison between the consultant team and stakeholders.
We also anticipate that the City staff or their assigned representative will provide us with a clear/summarized direction based on the fact that there will be multiple stakeholders with varied and sometimes conflicting needs or opinions.
855
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 35
JULY AUG SEPT
Project Initiation / Project Management
Review of Existing Documents, Program Analysis,
Meetings with Primary Stakeholders
Site Plan Options
Preliminary site plan options
Immediate stakeholder review
Preferred plan option
Study session with PC/CC
Final design concept and graphics package
Meetings
Coordination meetings with City staff/liaison/primary stakeholders assumed to be part of the schedule above.
1 Study Session included in the schedule above
SCHEDULE
Note: Schedule anticipates kickoff on July 1. DAHLIN has the teampower and the skillset to address changes to schedule, and the schedule is based on anticipated review time by the City and the relevant stakeholders. 1 WK
1 WK
1 WK
2 WEEKS
2 WEEKS
3 WEEKS
3 WEEKS
10 WEEKS
SEPT 30, 2023
856
DOCUMENT NAME SECTION NAME | 36
DISCLOSURES &
CONTRACT
ACCEPTANCE
DAHLIN ARCHITECTURE | PLANNING | INTERIORS
857
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 37
LITIGATION DISCLOSURE
NARRATIVE 2018-2023
Dahlin Group, Inc. (hereafter DAHLIN),
has been continuously insured for its
professional services and has found
that its insurance coverage has been
more than adequate to respond to
the claims asserted against it. There
are no additional prior or ongoing
incidents which has led to a consultant
agreement being terminated prior to
project completion.
In October 2019, DAHLIN received
a Notice of Claim for the Deer Creek
project in San Ramon, California by
the project’s subcontractor, Shoreline
Builders, Inc. The Subcontractor filed
suit against the Construction Manager,
Client, DAHLIN, and Civil Engineer. The
matter was dismissed without prejudice
as to DAHLIN.
In February 2021, DAHLIN received a
Notice of Claim from the City of Dublin
for the Dublin Civic Center Expansion
Project in Dublin, California. The City
alleges deficiencies in the seismic load
calculations depicted by the Structural
Engineer and evaluation of existing
conditions. As of May 2023, this matter
is under discovery.
DISCLOSURES AND CONTRACT ACCEPTANCE
858
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 38
DAHLIN requests for Article 1.2 to
be revised to omit terms that elevate
the industry standard of performance
(standard of care).
1.2 Standard of Performance.
Consultant shall perform all services
required pursuant to this Agreement
in the manner and according to the
standards observed by a competent
practitioner of the profession in
which Consultant is engaged in
the geographical area in which
Consultant practices its profession.
Consultant shall prepare all work
products required by this Agreement
in a substantial, first-class manner
manner consistent with this
Standard of Performance and shall
conform to the standards of quality
normally observed by a person
practicing in Consultant’s profession.
DAHLIN requests for Section 5 to be
revised to clarify indemnity provisions in
alignment with California Civil Code(s).
Section 5. INDEMNIFICATION
AND CONSULTANT’S
RESPONSIBILITIES. Consultant
shall to the fullest extent allowed
by law, with respect to all Services
performed in connection with
this Agreement, defend with
counsel acceptable to the City, and
indemnify and hold the City and
its officials, officers, employees,
agents, and volunteers harmless
from and against any and all losses
that arise out of, pertain to, or relate
to the negligence, recklessness, or
willful misconduct of the Consultant
(“Claims”). Consultant will bear all
loses, costs, damages, expense and
liability of every kind, nature and
description that arise out of, pertain
to, or relate to to the extent caused
by Consultant’s negligence for such
Claims, whether directly or indirectly
(“Liability”). Such obligations
to defend, hold harmless and
indemnify the City shall not apply
to the extent that such Liability is
caused by the sole negligence, active
negligence, or willful misconduct
of the City or any third party.
Consultant shall only be required to
reimburse Indemnities for defense
fees and costs (including attorney’s
fees), in proportion to Consultant’s
proven acts of negligence and further,
only to the extent such fees and
costs were directly attributable to
Indemnities’ defense of a suit based
on Consultant’s negligence.
With respect to third party claims
against the Consultant, the
Consultant waives any and all rights
of any type of express or implied
indemnity against the indemnities.
However, notwithstanding the
foregoing, in accordance with
California Civil Code Section 1668,
nothing in this Agreement shall be
construed to exempt the City from
its own fraud, willful injury to the
person or property of another, or
violation of law. In addition, and
notwithstanding the foregoing, to
the extent this Agreement is a
“construction contract” as defined by
California Civil Code section 2783,
as may be amended from time to
time, such duties of Consultant to
indemnify shall not apply when
to do so would be prohibited by
California Civil Code Section 2782.
DISCLOSURES AND CONTRACT ACCEPTANCE
859
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 39
COST + BUDGET
PROPOSAL
WASHINGTON COMMUNITY SWIM CENTER | SUNNYVALE, CALIFORNIA 860
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 40
COST + BUDGET PROPOSAL
Based on our experience on similar projects we have allocated the fees for each of the tasks listed in our scope of work. Since our proposal suggests a different methodology than the ones listed in the RFP, if awarded we will work with the City and their representative to provide detailed staffing, hours and tasks for each task and adjust accordingly.
TASK FEE
REVIEW OF EXISTING DOCUMENTS, PROGRAM ANALYSIS, MEETINGS WITH PRIMARY STAKEHOLDERS $10,000
SITE PLAN OPTIONS $33,000
Civic Site $20,000
Residential Site $13,000
MEETINGS
$6,000 Four (4) meetings with City Staff/City Liaison
Three (3) meetings with primary stakeholder group
One (1) or Two (2) meeting with City Council/Planning Commission to solicit feedback.
TOTAL FEE $49,000
861
DAHLIN ARCHITECTURE | PLANNING | INTERIORS 41
WWW.DAHLINGROUP.COM
862
PROPOSAL FOR:
OAKLEY LIBRARY AND O’HARA RESIDENTIAL PROJECTS
DESIGN AND ECONOMIC
FEASIBILITY STUDY
Submitted by:
URBAN FIELD + +
863
Patrick O’Keeffe
Special Advisor, Baker Tilley
[email protected]
Joshua McMurray,
City Manager, City of Oakley
[email protected]
May 31, 2023
Dear Mr. McMurray and Mr. O’Keeffe,
Urban Field Studio enthusiastically presents our proposal for the Library and O’Hara Residential Projects Design and Economic Feasibility Study. Urban Field Studio is teaming with Economic & Planning Systems (EPS) and HKIT Architects for this proposal.
We acknowledge receipt of the Request for Proposal with one addendum for the proposal due date, revised to May 31, 2023. Urban Field Studio is an urban design consultant team that specializes in the early stages of project exploration. We include HKIT for their expertise in public facilities and EPS for their understanding of development feasibility and public finance.
The team we have assembled is targeted to this phase of the project with expertise in both public and private design and development.
The core proposal focuses on the site feasibility testing, planning-level costing, and review and update of the residual land value funding analysis. The scope of work at this stage is to work with the City of Oakley to advise on a strategy to make the result as realistic as possible. The intent is to create an approach that we can visually communicate to excite and delight the City Council and constituents for the City of Oakley. Additional optional tasks are also articulated related to exploring other funding options, developing an RFP, public outreach, and additional engagement with policy-makers.
For this proposal, Jane Lin, a founding partner at Urban Field Studio will be the authorized representative and principal contact. She has personally assembled the team and the proposal and is committed to finding the best possible solution given the resources available.
Thank you for considering our proposal. We look forward to hearing from you and hope that our services will be useful to you.
On behalf of the team,
LETTER OF INTRODUCTION
Jane Lin
Founding Partner of Urban Field Studio
Designated Contact for the Team
510-207-9537
[email protected]
864
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 3
PROJECT TEAM
JANE LIN, AIA
Principal in Charge
Urban Field Studio
TEIFION RICE-EVANS
Economist
EPS
BEX ALLEN
Research Analyst
EPS
STEVE LOVELL
Public Facilities Design
HKIT Architects
RYAN CALL, AIA
Design Principal
Urban Field Studio
URBAN FIELD
Urban Field Studio is
a small urban design
firm that will lead the
Conceptual Design
Team to reflect the
development strategy
desired by the City and in
collaboration with EPS.
HKIT will provide design
advising for public
facilities as part of the
Conceptual Design Team.
EPS will lead the
Financial Analysis for
project.
THE CONCEPTUAL
DESIGN AND
FINANCIAL ANALYSIS
TEAMS WILL WORK
TOGETHER TO
DETERMINE THE
POTENTIAL FOR
DEVELOPMENT AT THE
AVAILABLE SITES.
865
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 4
CONCEPTUAL DESIGN TEAM
URBAN FIELD STUDIO
Urban Field Studio is a collaborative team of urban designers that serve as consultants to both public and private sector clients. Urban Field Studio was founded in 2014 as a collaboration. Each partner is a principal level contributor and the firm operates on lean overhead.
We are not a typical architecture firm. Urban design, the public realm, and public facilities are our primary focus. We are driven to create places that communities treasure. We help cities explore the potential of the site and can stay on the City’s team after future architects are selected to advocate for the design and vision that are part of this initial concept.
Urban Field Studio specializes in:
• Conceptual Design
• Development Strategy for reality-based planning and feasibility exploration
Jane Lin, AIA, Principal-in-Charge
Jane Lin works primarily with public clients on a wide range of urban design projects that span transit area planning, housing zoning, and special area plans (including campus master plans) for different scales of sites. She is an architect with a planning degree that specializes in the conceptual stage of development. Jane is a lecturer for UC Berkeley’s Master of Real Estate Development + Design and Masters of City Planning programs. Jane is on the ULI Council for Public Private Partnerships.
Ryan Call, AIA, Project Designer
Ryan Call is an architect that joined Urban Field Studio after working for over twenty years at ELS Architects. His experience is primarily working with private clients to master plan mixed-use civic centers. Ryan has many strengths and his ability to design is strong due to his ability to listen carefully to the requirements that are implicit to the place.
HKIT ARCHITECTS
Urban Field is joined by HKIT Architects for their advice on designing for the public sector. Since 1948, HKIT Architects has worked on public projects in the Bay Area. The projects HKIT works on include multi-family, senior living, education, municipal and community projects. HKIT staff are experts on the design and construction process for public buildings.
Steve Lovell - Architect, Community Facilities and Housing Expert Steve Lovell worked previously as the Design Director at Field Paoli Architects, where Steve and Jane met before joining HKIT. Steve’s role on the Urban Field Studio team is to advise on the design of libraries, community centers, senior centers, civic land uses, and housing.
THE CONCEPTUAL
DESIGN TEAM IS
QUICK AND NIMBLE
AT GETTING TO A
REALISTIC CONCEPT
PLAN.
WE SPECIALIZE
IN CONCEPTUAL
DESIGN.
WE SET THE STAGE
FOR FUTURE
DEVELOPERS AND
ARCHITECTS TO
SUCCESSFULLY
IMPLEMENT IDEAS.
866
FINANCIAL ANALYSIS
ECONOMIC & PLANNING SYSTEMS, INC. (EPS)
EPS is a land economics consulting firm experienced in the full spectrum of services related to real estate development, the financing of public infrastructure and government services, land use and conservation planning, and government organization.
EPS was founded on the principle that real estate development and land use-related public policy should be built on realistic assessment of market forces and economic trends, feasible implementation measures, and recognition of public policy objectives, including provisions for required public facilities and services.
Our inter-related areas of expertise include:
· Real Estate Economics
· Public Finance
· Land Use and Transportation
· Economic Development and Revitalization
· Fiscal and Economic Impact Analysis
· Housing Policy
· Public-Private Partnership (P3)
· Parks and Open Space Economics
Teifion Rice-Evans, Managing Principal
Teifion Rice-Evans will act as Principal-in-Charge for EPS leading the economic analysis efforts for the team. Teifion is a land use economist with close to thirty years of experience. He directs complex consulting assignments in the interconnected areas of real estate economics, public/private partnerships, public finance, and housing policy. Teifion has particular expertise in working on plans and projects with multiagency and stakeholder involvement where a careful blend of economic, financing, and policy expertise is required to craft viable and supported paths forward.
Bex Allen, Research Analyst
Bex will serve as Economic Analyst. In this role, Bex will work with Teifion in conducting the residual land value analysis. As they have in other projects, Bex will conduct research into lease rates, development costs, and other economic factors. Bex joined EPS in 2022 and has performed real estate development and feasibility studies for public agencies in the San Francisco Bay Area and San Joaquin Valley. Prior to joining EPS, Bex worked at WSP, an engineering consulting firm. Bex holds a Bachelor of Arts in Urban Studies and Economics from Barnard College.
EPS CAN PROVIDE
RESIDUAL LAND
VALUE ANALYSIS
AND FUNDING
ANALYSIS FOR THIS
PROPOSAL.
EPS HAS PROVIDED
OPTIONAL
SERVICES AS WELL
FOR ADDITIONAL
PHASES.
867
EXPERIENCE
868
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 7
EXPERIENCE
RELEVANT CONCEPTUAL DESIGN PROJECTS
Urban Field Studio has worked with a wide range of clients from cities, to transportation agencies, and institutions. HKIT Architects experience with the design and construction of affordable and market rate residential and public facilities will complement the urban design thinking that UFS brings.
THE FOLLOWING PAGES INCLUDE PROJECT SAMPLES THAT HAVE BEEN CHOSEN TO ILLUSTRATE OUR DESIGN ABILITIES.
There is more to say about each project than what is contained in this brief format. We want to share how we adapt throughout the process of development, our approach to urban design, and how we strive to come up with solutions that are rooted in good urbanism and buildable. But, we figured that might be better discussed in an interview.
RELEVANT FINANCIAL ANALYSIS EXPERIENCE
EPS has completed a broad range of residential market and development feasibility analysis for public, private, and not-for-profit clients throughout California. Many have been directly tied to effort to support and revitalize downtowns, transit areas, and other infill locations through housing development, including opportunities for public-private partnerships involving public land, and support for Housing Element development.
EPS also has an expansive practice in public finance, developing funding strategies for a broad range of public facilities and public/ private districts.
• Downtown Tracy Specific Plan
• Heart of Fairfield (Downtown) Housing Sites Feasibility Analysis • Milpitas Metro Specific Plan
• Downtown Berkeley public/ private negotiations
• BART Site Analysis, Dispositions, and Negotiations
869
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 8
URBAN FIELD STUDIO
ELK GROVE PROJECT ELEVATE
Client:
The City of Elk Grove
Year Complete:
2020
Team:
ELS Architecture and Urban
Design (Led by Ryan Call
while Director of Urban
Design at ELS)
KMA
TBD Cost Estimators
Lifescapes International
Kimley Horn
Hoffman Strategy Group
Contact:
Christopher Jordan
Director, Strategic Planning
and Innovation
City of Elk Grove
916.478.2222
The Project Elevate Master Plan for the City of Elk Grove, led by Ryan Call while Director of Urban Design at ELS, was created to establish a vision for a mixed-use entertainment district center adjacent to the City’s newly built Aquatics Center and Community Center. The master plan vision was organzied around a central plaza lined by retail and restaurants. The vision was informed by a public outreach process, retail viability analysis, and economic viability analysis of the proposed development.
The master plan vision underwent a detailed cost estimation analysis for each block, product type, infrastructure costs and probable phasing. The master plan was then used for the basis of an RFP issued by the City for a public / private development opportunity which was awarded to Hines. 870
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 9
URBAN FIELD STUDIO
BRENTWOOD INNOVATION CENTER
Client:
The City of Brentwood, CA
Year Complete:
2021
Team:
ELS Architecture and Urban
Design (Led by Ryan Call
while Director of Urban
Design at ELS)
Kimley Horn
Hoffman Strategy Group
Contact:
Darin Gale
City Manager
City of Brentwood, CA
925.516.5440
The 200 acre Brentwood Innovation Center Master Plan reimagined a large area of undeveloped land adjacent to the freeway to bring jobs oriented development to Brentwood. The vision was based on market research for current trends in employment center development and financial incentives government agencies can use to attract them. The master plan implemented a mixed-use vision with an emphasis on recreational, public space and entertainment amenities. The site was interconnected by a framework of streets that tied to the existing urban fabric allowing these new amenities to serve both the new workforce population as well as the existing residents. Each parcel was tested for square footage capacities understanding the development economics would only support surface parking for commercial uses. The project resulted in City Council approving the vision and subsequently revising the specific plan for the area. 871
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 10
URBAN FIELD STUDIO
DUBLIN SCS
Client:
The City of Dublin, CA
Year Complete:
2022
Team:
ELS Architecture and Urban
Design (Led by Ryan Call
while Director of Urban
Design at ELS)
Urban Field Studio (public
outreach)
KMA
Kimley Horn
Contact:
Amy Million
Principal Planner
City of Dublin, CA
925.556.4557
The Dublin SCS parcel is a privately owned parcel central to the east Dublin Development area. It had been originally planned as a regional shopping center but never materialized due to lack of demand. Following three failed proposals by the private sector, the City set out to establish a buildable vision that was informed by a robust community outreach process. The ELS / Urban Field Studio Team, led by Ryan Call and Jane Lin, facilitated an extensive community outreach process parallel to a collaboration with the landowner’s development team. The community outreach focused on educating the community regarding the tradeoffs required regarding the cost and construction of amenities and the necessary number and type of housing units necessary to fund them.
The resulting plan was endorsed by the Community and Developer earning approval by the City Council.
872
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 11
HKIT ARCHITECTS
PROJECT EXPERIENCE: RESIDENTIAL
Elegance Berkeley, Berkeley
Lion Creek Crossings Phase V, Oakland
Casa de la Misión, San Francisco
Paseo Estero & Vista Estero at Brooklyn Basin, Oakland
RESIDENTIAL
873
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 12 Piedmont HS Alan Harvey Theater, Piedmont
Piedmont HS Alan Harvey Theater, Piedmont
Vineland Library, San Jose
Antioch HS Admin Building, Antioch Mountain House Town Hall & Library, Mountain House Almaden Branch Library & Community Center, San Jose
LIBRARIES & PUBLIC FACILITIES
Piedmont HS STEAM Building, Piedmont
HKIT ARCHITECTS
PROJECT EXPERIENCE: PUBLIC FACILITIES
874
RESUMES
875
JANE LIN / FOUNDING PARTNER, AIA
URBAN FIELD STUDIO
Jane is a licensed architect and urban designer with twenty years of experience working with municipalities and agencies in the San Francisco Bay Area and beyond. Her work includes urban design for streetscape improvements, transit area planning, revitalizing mixed-use districts, and supporting housing policy. Jane is a lecturer at UC Berkeley and teaches architecture to school aged students (K-12). It is important to Jane that large groups of non-designers become empowered with creative communication skills because they are the key to making our communities better.
SELECT PROJECTS
COMPREHENSIVE PLANNING
Milpitas Metro Specific Plan, City of Milpitas*
San Jose State Campus Master Plan*
Downtown Dublin Vision, City of Dublin*
Dublin SCS Properties, City of Dublin*
North Hollywood Station Guide for Development, Metro Joint Development* Old Town Newark Specific Plan, City of Newark*
Mission San Jose Commercial Strategy Study, City of Fremont* Belmont Specific Plan, City of Belmont CA
Community Design Charrettes, Delta Planning Commission* Coliseum Development Study, City of Oakland CA
DESIGN/ DEVELOPMENT STANDARDS AND GUIDELINES FOR
MULTI-FAMILY HOUSING
Emeryville Objective Design Standards, City of Emeryville San Leandro Multi-Family Design Standards, City of San Leandro* San Pablo Avenue Specific Plan, City of Albany*
Irvington BART Station Area Plan, City of Fremont and BART*
ENGAGEMENT AND OUTREACH
* Projects with extensive engagement and outreach
TEACHING | Lecturer, UC Berkeley
ED 201 Master of Urban Design Studio
CP140 Urban Design and Placemaking
CP 208 Masters of City Planning Urban Design Studio
COMMUNITY ACTIVITIES
ULI Urban Plan Juror, Facilitator, Curriculum Contributor, and Piedmont High School Champion
ULI Technical Assistance Panelist for the City of Dublin Panel Discussion Organizer for the San Francisco Urban Film Fest Piedmont Unified School District Facilities Steering Committee Piedmont Arts Fund Chair and Piedmont Makers Board Member Piedmont Racial Equity Campaign, Committee Member
Piedmont Housing Committee, Appointed Member
EDUCATION
University of California, Berkeley
Master of City Planning with
Concentration in Land Use, 2005
University of California, Berkeley
Master of Science in Architecture
with Concentration in Building
Science, 2005
University of California, Berkeley
Bachelor of Arts in Architecture,
1999
CERTIFICATIONS
Licensed Architect in California
LEED AP - ND Leadership in
Energy and Environmental Design
Accredited Professional with a
Specialty in Neighborhood Design
ASSOCIATIONS
National League of Cities and ULI,
Rose Center for Public Leadership,
Faculty Advisor to the City of Tucson
ULI Associate Member
AIA East Bay Member
SPUR Member
SCUP Member
PROFESSIONAL AWARDS
Artist-In-Residence Educator with
LEAP Arts in Education
Eisner Prize in City Planning, UC
Berkeley
www.urbanfieldstudio.com
876
EDUCATION
Washington State University, 2001
Bachelor of Architecture
Syracuse University Firenze, 2000
Study Abroad - Urban Design
CERTIFICATIONS
Licensed Architect in California and
Indiana
Accreditation by NCARB
ASSOCIATIONS
American Institute of Architects
ICSC
Urban Land Institute Full Member
RYAN L. CALL / PARTNER, AIA
URBAN FIELD STUDIO
With over 20 years of experience in planning and architectural design, Ryan has developed a particular expertise in master planning mixed-use urban communities with a focus on vibrant retail districts and public spaces. His primary interest lies in the strategic aspects of the design and development process where he has worked on a variety of projects from neighborhood shopping centers to regional shopping centers, to mixed-use multi-block districts. His presentation expertise has proven key to the success of many projects, especially during the critical public process and approvals phases.
SELECT PROJECTS*:
MIXED-USE MASTER PLANS
Downtown Dublin Vision, City of Dublin, CA
Dublin SCS Properties, City of Dublin, CA
Mueller Aldrich Street District, Austin, TX
University of Chicago 53rd Street District Mixed-Use Master Plan Project Elevate, Elk Grove, CA
University Town Center East, Sarasota, Florida
Village of Merrick Park, Coral Gables, Florida
NewPark Mall Mixed-Use Specific Plan, Newark, CA
REGIONAL RETAIL CENTERS
Hillsdale Shopping Center North Block, San Mateo, CA
Stonestown Galleria Anchor Redevelopment, San Francisco, CA HSC Mervyns Department Store Reconfiguration, San Mateo, CA HSC South Block Facade Improvements + ATT Shell Design
Tucson Mall Anchor Redevelopment, Tucson, CA
Eastridge Shopping Center, San Jose, CA
PUBLIC OUTREACH AND EDUCATION
Downtown Dublin Vision, Dublin, CA
SCS Property Public Outreach, Dublin, CA
Latimer Square Public Workshop and Charette, Bloomington, IN Telegraph Avenue Public Workshop and Charette, Berkeley, CA Harold Way Workshop and Charette, Berkeley, CA
DESIGN GUIDELINES
Green Tree Mixed-Use Retail and Residential Guidelines, Vacaville, CA Latimer Square PUD Design Guidelines, Bloomington Indiana
PROFESSIONAL AWARDS
AIA California Urban Design Award for Downtown Dublin
ICSC Gold Award for Hillsdale Shopping Center - San Mateo ULI Apgar Award for 2015
COMMUNITY ACTIVITIES
Berkeley Design Advocates
Downtown Berkeley Association Volunteer - Former Board Member Richmond Yacht Club Junior Program Volunteer
www.urbanfieldstudio.com
*Projects completed while Ryan was
the Director of Urban Design at ELS
Architecture and Urban Design in
Berkeley, CA.
EDUCATION
Washington State University, 2001
Bachelor of Architecture
Syracuse University Firenze, 2000
Study Abroad - Urban Design
CERTIFICATIONS
Licensed Architect in California and
Indiana
Accreditation by NCARB
ASSOCIATIONS
American Institute of Architects
ICSC
Urban Land Institute Full Member
RYAN L. CALL / PARTNER, AIA
URBAN FIELD STUDIO
With over 20 years of experience in planning and architectural design, Ryan has developed a particular expertise in master planning mixed-use urban communities with a focus on vibrant retail districts and public spaces. His primary interest lies in the strategic aspects of the design and development process where he has worked on a variety of projects from neighborhood shopping centers to regional shopping centers, to mixed-use multi-block districts. His presentation expertise has proven key to the success of many projects, especially during the critical public process and approvals phases.
SELECT PROJECTS*:
MIXED-USE MASTER PLANS
Downtown Dublin Vision, City of Dublin, CA
Dublin SCS Properties, City of Dublin, CA
Mueller Aldrich Street District, Austin, TX
University of Chicago 53rd Street District Mixed-Use Master Plan Project Elevate, Elk Grove, CA
University Town Center East, Sarasota, Florida
Village of Merrick Park, Coral Gables, Florida
NewPark Mall Mixed-Use Specific Plan, Newark, CA
REGIONAL RETAIL CENTERS
Hillsdale Shopping Center North Block, San Mateo, CA
Stonestown Galleria Anchor Redevelopment, San Francisco, CA HSC Mervyns Department Store Reconfiguration, San Mateo, CA HSC South Block Facade Improvements + ATT Shell Design
Tucson Mall Anchor Redevelopment, Tucson, CA
Eastridge Shopping Center, San Jose, CA
PUBLIC OUTREACH AND EDUCATION
Downtown Dublin Vision, Dublin, CA
SCS Property Public Outreach, Dublin, CA
Latimer Square Public Workshop and Charette, Bloomington, IN Telegraph Avenue Public Workshop and Charette, Berkeley, CA Harold Way Workshop and Charette, Berkeley, CA
DESIGN GUIDELINES
Green Tree Mixed-Use Retail and Residential Guidelines, Vacaville, CA Latimer Square PUD Design Guidelines, Bloomington Indiana
PROFESSIONAL AWARDS
AIA California Urban Design Award for Downtown Dublin
ICSC Gold Award for Hillsdale Shopping Center - San Mateo ULI Apgar Award for 2015
COMMUNITY ACTIVITIES
Berkeley Design Advocates
Downtown Berkeley Association Volunteer - Former Board Member Richmond Yacht Club Junior Program Volunteer
*Projects completed while Ryan was the Director of Urban Design at ELS Ahittd UbDiiBklCA
877
Steve has worn many hats through the entire process
of design, from concept through collaboration to
construction. From designing libraries to high-end
hospitality projects, Steve’s career is focused on
innovative, responsive and industry-spanning projects.
Steve has over 30 years’ experience in architecture and planning. Prior to joining HKIT, Steve was a principal
and Director of Design with Field Paoli Architects in San Francisco for two decades, preceded by a design career
with Bull Stockwell Allen Architects.
EDUCATION
• Master of Architecture, Massachusetts Institute of
Technology
• Bachelor of Fine Arts, Massachusetts College of Art
REGISTRATIONS, ACCREDITATIONS & AFFILIATIONS
• California Licensed Architect, Lic. # C 19321
• LEED Accredited Professional
• Member, American Institute of Architects
SELECTED EXPERIENCE - EDUCATIONAL
Jefferson Union High School District, Daly City, CA
• Adult Education & District Office Building
• Jefferson High School New Pool & Aquatic Center
Feasibility Study
Orinda Union School District, Orinda, CA
• Del Rey ES Modernization
• Glorietta ES Modernization
• Orinda Intermediate School Modernization
• Orinda Intermediate School Student Services Building
• Sleepy Hollow ES Modernization
• Sleepy Hollow ES MPR
• Wagner Ranch ES Modernization
Sacred Heart Cathedral Preparatory School, San
Francisco, CA
• Student Life Center Renovation
SELECTED EXPERIENCE - COMMUNITY CENTERS AND
PUBLIC LIBRARIES
• Mountain House Town Hall and Library, Mountain
House, CA*
• Mountain House Recreation Center, Mountain House,
CA*
• Whitney Ranch Recreation Center, Rocklin, CA*
• Pleasanton Civic Center Master Plan, Pleasanton, CA*
• Emeryville Center of Community Life, Emeryville, CA*
STEVE LOVELL
AIA, LEED AP
Senior Designer
• Mountain House Town Downtown Plan, Mountain
House, CA*
• Almaden Branch Library & Community Center, San
Jose, CA*
• Roseville Sports Center , Roseville, CA*
• Millbrae Library, Millbrae, CA*
• Vineland Library, San Jose, CA*
• Saratoga Library, Saratoga, CA*
• Belvedere Tiburon Library, Tiburon, CA*
• Mill Valley Recreation Center, Mill Valley, CA*
• Danville Library and Community Center, Danville, CA*
• Berkeley Public Library, Berkeley, CA*
SELECTED EXPERIENCE - RESIDENTIAL/HOUSING/
MIXED-USE
• Nevin Plaza Rehabilitation, Richmond, CA
• Nevin Plaza Senior Housing, Richmond, CA
• Charities Housing Wetern Motel Affordable Hosuing,
Santa Clara, CA
• Clos Du Lac Residential Community, Folsom CA*
• Shady Hill Residential Mixed Use, Pittsburgh, PA *
• Palladio at Broadstone-Eliot Homes, Folsom, CA*
• Montalcino at Napa Valley, Napa, CA*
• Inn at Spanish Bay, Golf Clubhouse, Pebble Beach, CA* • Inn at Spanish Bay, Pebble Beach, CA*
• High Camp Resort, Squaw Valley USA, CA*
• Inn at Solitude, Solitude, UT*
• Park City Ski Resort Mountainside, Park City, UT*
• Taluswood Resort Housing, Whistler, BC Canada*
• Glacier Point Visitors Center, Yosemite National Park, CA*
• Orinda Country Club Master Plan and Concept Design,
Orinda, CA*
* Project prior to HKIT
878
Economic & Planning Systems, Inc. One Kaiser Plaza, Suite 1410 § Oakland, CA 94612 The Economics of Land Use 510.841.9190 § [email protected] § www.epsys.com Teifion Rice-Evans
Managing Principal
Education
Master of Arts in Economics,
University of Cambridge,
1995
Bachelor of Arts in
Economics, University of
Cambridge, 1992
Selected Lectures
2017 Economic Forum:
Quality of Life, Economic
Development, and Parks and
Open Space
California American Planning
Association 2016 Conference:
The LA Waterfront
California American Planning
Association 2015 Conference:
Regional Collaboration,
Competitiveness, and
Prosperity
Association of University
Related Research Parks 2011
Conference: New Models for
Innovation
ULI Workshop: Real Estate
Market and Feasibility
Analysis, 2005
The Nature Conservancy,
2000 and 2002: Land
Acquisition and Valuation
Awards
California American Planning
Association 2010 – South
Fremont/Warm Springs
Revitalization Plan
California American Planning
Association 2010 –
Paso Robles Purple Belt
Affiliations
American Real Estate and
Urban Economics Association
American Planning
Association
ABOUT
Teifion Rice-Evans is a land use economist with over twenty years of experience.
He directs complex consulting assignments in the interconnected areas of regional economic development, real estate economics, public/private partnerships, and public finance. Teifion has particular expertise in working on plans and projects with multi-agency and stakeholder involvement where a careful blend of economic, financing, and policy expertise is required to craft viable and supported paths forward. Teifion works at multiple scales including at the small, urban infill site level, on transportation and park/greenspace corridors through multiple jurisdictions, and at the regional level on growth, transportation, and conservation plans.
SELECTED PROJECT EXPERIENCE
South Fremont/Warm Springs Revitalization and Community Plan EPS was hired by the City of Fremont to determine economically and financially viable paths forward in the wake of the closure of the joint Toyota/ GM NUMMI manufacturing plant. EPS worked closely with representatives from all levels of government and business to determine the prospects for economic and industrial development in the area and the critical opportunities and constraints. EPS then worked with the City staff and other consultants to develop a mixed-use development and revitalization plan that is now being implemented.
Milpitas Opportunity Area Development Readiness Study
EPS was hired by the City of Milpitas Economic Development Department to evaluate development prospects for seven of the City’s General Plan Opportunity Areas, including the Manufacturing District South, adjacent to the TASP. EPS conducted market and development feasibility analysis and combined the findings with a review of Opportunity Area characteristics to inform City efforts to identify appropriate development strategies and policies. This work effort is ongoing.
Milpitas TASP Financing Plan/ Impact Fees
EPS worked with the City to develop the first TASP financing plan and development impact fee schedule to fund TASP infrastructure and public improvements. EPS also worked on updates in 2012 and 2014 and is currently working with City staff to identify appropriate interim TASP fee increases.
LA Waterfront Revitalization Evaluation Fees
The City of Los Angeles and the Port of LA have embarked on a large effort to revitalize the LA Waterfront and attract new creative office, residential, retail and entertainment uses to the waterfront. EPS has conducted several studies for these clients to help identify market-supported uses, feasibility challenges, and engage with developers concerning opportunities on different sites.
Downtown Berkeley Streets and Open Space Financing Plan EPS developed a financing plan for the City of Berkeley’s innovative Downtown Streets and Open Space Improvement Plan (SOSIP), a complementary document to the City’s Downtown Area Plan. The SOSIP envisioned a range of improvements aimed at developing a network of complete and green streets in the downtown.
879
Bex Allen
Research Analyst
Bex Allen joined Economic and Planning Systems, Inc. (EPS) in the Summer of 2022. Before joining EPS, Bex worked at WSP, an engineering consulting firm where they supported work on transportation planning and financing projects as well as workforce development research.
e SAN JOAQUIN VALLEY INCLUSIONARY STUDY
As part of the San Joaquin Regional Early Action Planning Program (REAP), EPS conducted a study on the potential for inclusionary zoning to help Valley cities increase their affordable housing supply.
As part of this effort, EPS evaluated existing inclusionary programs in the Valley and explored its feasibility in additional case study cities.
Based on market data, development feasibility analysis, and discussions with city staff, EPS identified potential opportunities and constraints for inclusionary zoning across the Valley.
e OAKLAND GENERAL PLAN UPDATE
As the City of Oakland plans for the future, City decision makers want to ensure the General Plan reflects the City’s strengths and opportunities and addresses the key challenges facing the city. EPS prepared an economic market assessment of existing conditions in the City to inform the land use alternatives that will be considered as part of the General Plan update process. Additionally, EPS prepared a study specific to Oakland’s Industrial lands that assessed the constraints and opportunities facing the city’s industrial sector. e BELMONT FISCAL IMPACT ANALYSIS
EPS conducted a detailed fiscal impact analysis of a proposed biomedical office project in Belmont, California. Using fiscal modeling techniques, EPS estimated the proposed project’s impacts on the city’s public service expenses as well as revenues, namely property tax.
e VTA PORTFOLIO VALUATION
For the last 12 years, EPS has been working with the Valley Transportation Authority (VTA) on a variety of real estate and joint development topics. Recently, VTA enlisted EPS to evaluate VTA’s properties portfolio and forecast future revenue from real estate assets. EPS researched market conditions for residential, retail, office, industrial and hotel use in the development area and reviewed comparable land sales. EPS also estimated the residual land value of each development site by preparing pro formas for several development scenarios.
1330 Broadway, Suite 450, Oakland, CA 94612 510 841 9190 [email protected] Education
Bachelor of Arts,
Economics and Urban
Studies, Barnard College,
2021
Employment History
Assistant Consultant,
WSP USA,
New York, NY
The Economics of Land Use
www.epsys.com
880
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 19
REFERENCES
KEVIN RILEY, MILPITAS METRO PLAN MANAGER
[email protected]
Kevin Riley, a former Santa Clara Planning Director, can speak to the ability and effectiveness of Jane as a project manager and urban designer. Jane Lin worked closely with Kevin Riley as the prime consultant for the Milpitas Metro Specific Plan.
Economic & Planning Systems, inc. (EPS) and Teifion Rice-Evans were a subconsultant to Jane and UFS on the Milpitas Metro Specific Plan study. EPS also worked with Kevin Riley to conduct real estate market and development feasibility analysis in support of plan development, including assessing the economics of a range of new housing products.
HAZEL WETHERFORD, ECONOMIC DEVELOPMENT DIRECTOR
[email protected]
Urban Field Studio and ELS Architects (Ryan Call, Principal) provided a Vision for Downtown Dublin (that won an AIA Honor Award for Urban Design). The team first started on the ULI Technical Assistance Panel for the project, then selected to work with City Staff and City Council to develop the Vision. The vision for Downtown Dublin is a master planned, mixed-use, transitoriented, walkable neighborhood. The team is currently working with the private landowner, their development partners, and design team to guide development. The team included economists, Keyser Marston Associates, retail specialist, Christine Firstenberg, and BKF Engineers.
Hazel Wetherford can speak to the Jane and Ryan’s effectiveness working with the City Council, City Manager, and Economic Development Department Staff on the approach to the project.
SCOTT CLAAR, SENIOR PLANNER, CITY OF TRACY
[email protected]
Economic & Planning Systems, inc. (EPS) and Teifion Rice-Evans recently completed a detailed real estate market and feasibility study in support of the City of Tracy’s Downtown Specific Plan.
An important part of the work effort was to assess the viability of new residential development in Downtown Tracy of a set of potential sites that varied in size and potential densities. 881
PROJECT APPROACH
882
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 21
PROJECT UNDERSTANDING
We acknowledge the work that has been prepared before in terms of the economics for site redevelopment and the public private partnership approaches considered. We received the Management Partners memo dated August 22, 2022, on the subject “Summary of Background Materials Reviewed and Initial Feasibility Analysis for Oakley Library Mixed-Use Project.” This memo provides the background information to be built upon in this project.
We see the tasks for this project primarily include Conceptual Design primarily, and supporting economic feasibility analysis for the opportunity to develop a new Community Center/ Library and bring new housing to the City’s downtown. We see that there is an opportunity to transform two downtown sites in an interconnected manner.
Specifically, the City is considering selling its O’Hara Block site to a residential developer to bring new mixed-income housing downtown and then investing the land sale proceeds into the development of the Community Center on a separate parcel.
The initial analysis has indicated promise to this concept, though the City is now looking for design and economics expertise and support to further test the concept. The additional analysis will provide a more detailed testing of the concept in order to: (1) ensure funding concept is sound; (2) support further input from City policymakers and stakeholders on the topics of community center scale, housing options, and overall funding strategy; and, (3) support City discussions with the State Housing and Community Department (HCD) concerned public lands disposition under the State Surplus Lands Act.
Based on the RFP and subsequent communications from the City and its advisors, we understand that the core tasks of this proposal should focus on reviewing and refining the “high density residential development concept” on the O’Hara site, the community center concept on the City Hall site, and the development economics analysis that provides an indication of the potential City land sale revenues. A comparison of the potential land sales revenues with planning-level costs of Community Center concept development costs will then allow the City to make informed decisions in terms of preferences and funding strategy. It will also the City to articulate the importance of the City parcel disposition to the HCD. The Consulting Team also notes additional tasks in the RFP that it could support, as appropriate, as optional tasks. 883
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 22 The proposed project includes Project Management, Conceptual Design, and Financial Analysis.
The majority of the work plan is the Conceptual Design.
The Elements of the Study in the RFP listed many design and economic development tasks.
Given the timeline desired and the budget, the following tasks are included in the proposed fee with other desired elements identified as additional or optional for the future.
1. PROJECT MANAGEMENT
The project includes Project Management given a 3 month time frame, if the desire is to complete before September 31st.
2. CONCEPTUAL DESIGN
A. DEVELOPMENT STRATEGY MEETINGS
We begin with a 2- hour all hands development strategy meeting to make sure we are all on the same page and to bring a few questions and ideas to the table to determine where we may begin exploring. We follow up mid-way to check in with staff and then at the end to present to the staff team.
B. SITE TESTS/DEVELOPMENT CONCEPTS
The Scope of Work includes development concepts that result from physical feasibility tests for two sites and two iterations of each site. Our design methodology utilizes a draft presentation, whiteboard sessions, and architectural modeling that is coupled with a spreadsheet of development counts.
• Deliverables include a conceptual sketch of the site layout (plan) and three dimensional massing, but not architectural or schematic design. Massing may have some features to make the blocks look more like buildings, but will not include any finer detail. • Development Concepts will include land uses, their location, and high-level assumptions about programming. The site tests will yield estimated areas (gross square feet and net rentable area), building massing (height, stories, floor plate assumptions), number of units, size of units, number of parking spaces and type.
• The process will be presented in a digital format for an expert audience only.
Development Concepts expressed through site tests must follow critical decisions about key design factors including targeted size and counts for plan components, environmental constrains, circulations, and amenities that are desired for the site.
The iterations of the site tests may be determined by the whole team, but would likely be:
• An iteration of each site that follows the previous research performed • Another iteration of each site informed by the development strategy d.etermined by the team.
SCOPE OF WORK
884
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 23
OPTIONAL DESIGN TASKS
More Iterations and Sites
If more iterations are desired they can be added as additional scope.
Renderings
Should the City want to provide something more polished, the models can be used as a base for an illustrated concept. This could be a step after the development direction is more established.
The Scope of Work is exploration with City Staff only. Preparation of the site tests to be presented to any policy makers or the general public is an optional additional task.
Engagement with Policy Makers
We have worked in the past with City Council members in Regular Meetings, Special Sessions, Workshops, or Tours to more closely involve and share our assumptions and recommendations about next steps for opportunity sites.
Public Outreach
One of our strengths and specialties is public engagement. If there is a desire to share this with the community, we can design engagement to inform and collect feedback through surveys, community meetings, workshops, and through video. We can make websites, fliers, infographics, and write copy for press releases to accompany any of the graphics we produce.
Public Facility Specialists
We know a network of specialist consultants to help us with the next step of implementation. The specialists we know include library/community center, affordable housing, station design, traffic engineers, civil engineers, and placemaking designers.
Design Advocates
We can help represent the design interests of the City if implementation in later stages of the project. We can serve as development reviewers to ensure the project continues as desired from the outset.
885
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 24
3. FINANCIAL ANALYSIS
A. RESIDUAL LAND VALUE ANALYSIS
The Residual Land Value analysis will provide new estimates of the expected residual land value of the O’Hara Block and hence its ability to cross-subsidize the development of the Community Center as part of the public-private concept. Key components of this work effort will include:
Residential Development Program
The Site Testing analysis coupled with City staff direction (based on their conversations with City Council) will allow for the specification of the maximum potential residential development project. This development program (and potentially a second smaller option if appropriate) will be a key component of the residual land value analysis. EPS will confer with UFS and City to ensure it is reflecting the potential residential development program(s) appropriately.
Planning Level Development Costs
Planning-level development costs for the residential development project will be developed including:
• Planning level estimates of direct construction costs for the residential building and parking will be based on Consulting Team experience working with residential developers on other projects as well as a review of “cost books”, such as Marshall & Swift.
• Soft costs, including architecture and engineering, marketing, construction financing, and general administration, will be based on typical percentages of hard costs. • Approximate estimates of impact fees will be derived from the City’s fee schedule and conversations with City staff.
• Recognizing recent volatility in costs, two cost scenarios may be developed to support sensitivity testing.
Rental Revenues
Expected market rate rental revenues will be based on research of current rents at other multi-family apartment buildings of a similar nature in locations with similar characteristics.
Distinctions will be made for expected rents for apartments with different numbers of bedrooms. The below market rate rents will be based on the appropriate income limits consistent with the proposed affordability level.
Hurdle Rates (Yield on Cost or Capitalization Rates)
Hurdle Yields and Capitalization Rates have been increasing recently due to rising interest rates and other economic factors. Based on other projects and available data sources, two sets of returns will be developed including a baseline set reflecting current market expectations and a moderated set for sensitivity testing that might be expected in the nearfuture.
Residual Land Value Analysis
The prior subtasks will together allow for the development of a complete residual land value analysis (table set) and the estimate of the expected land value. Sensitivity analysis will also provide an indication of the potential range of land values. 886
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 25 B. FUNDING ANALYSIS
The Consulting Team will bring together the findings of the site test analyses, planning-level cost estimates, and residual land value analysis to draw conclusions on the ability of the residential parcel sale to fully or partially fund different community center concepts. These conclusions will help City staff, stakeholders, and policymakers consider preferred paths forward, the potential role of land sales in the financing strategy, and whether additional funding gaps are expected under different scenarios. Any funding gaps could be broadly considered in light of the public facilities fee reserves and to what extent they would require additional action/ funding from other sources. EPS will provide a consider technical memorandum summarizing the residual land value analysis and the conclusions of the funding analysis
OPTIONAL FINANCIAL ANALYSIS TASKS
The residual land value analysis update reflects the key economic aspects requiring additional study. Additional tasks that the funding/ financial tasks the Consulting Team could undertake include:
Additional Research and Assessment of Other Funding Sources.
This work effort would build on the work incorporated in the Baker Tilly analysis and consider options for filling any funding gaps identified. This would include, but not be limited to, considerations of impact fee revenues (and potential adjustments), EIFDs, other special district financing, and State and federal funding opportunities.
Community Center Financing Plan.
To the extent land sale proceeds from the residential site may not cover the full costs of the community center, the Consulting Team could work with City staff, building off the additional research of other funding sources, to develop different funding strategies and associated strengths and weaknesses for City consideration. A preferred strategy and financing plan could then be identified.
RFP Support Services
If appropriate and at a later stage in the process, the Consulting Team could support City staff and advisor efforts to develop an RFP for the residential site and support other aspects of the potential disposition process.
887
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 26
SCHEDULE
The following schedule is proposed given assumptions about when the contract will start on June 13th and the desire to complete before September 31st. The schedule may be extended by Staff as needed but can not be shortened. 2023 2023 2023 2023
June July August September
1. Project Management ✪ ✪ ✪ ✪
2. Conceptual Design
A. Development Strategy Meetings ✪
B. Site Tests/Development
Concepts
✪ ✪
3. Financial Analysis
A. Residual Land Value Analysis ✪ ✪ ✪
B. Funding Analysis ✪
SCHEDULE NOTES
1. Project Management.
• Once the contract begins, a standing weekly meeting will be set with the City of Oakley Staff team through September 31st, 2023 or three months. Additional time may be added as additional scope.
• The purpose of the weekly meeting is to check in about logistics and expected to last around ½ hour typically with exceptions for 1 hour meetings when more needs to be discussed.
2. Conceptual Design.
• A 2-hour Development Strategy Meeting will be held to establish the facts for the site and discuss options with City Staff.
• Site Tests will take approximately a month for each iteration. The information generated is intended for staff and expert team analysis only.
3. Financial Analysis
• The Residual Land Value Analysis will accompany the site tests. • The project culminates in Funding Analysis.
888
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 27
FEE PROPOSAL
This proposal reflects a not-to-exceed fee of $50,000 that is billed on a time and materials basis. Given the quick timeline, the proposed cost is minimized as much as possible by focusing on Task 2: Conceptual Design.
BILLING RATES
Jane Lin Urban Field Studio Principal-in-Charge $245/hour Ryan Call Urban Field Studio Design Principal $195/hour Steve Lovell HKIT Architects Design Advisor $210/hour
Teifion Rice-Evans EPS Economist $300/hour
Bex Allen EPS Research Analyst $170/hour
Urban Field HKIT EPS Subtotals
1. Project Management1 $3,000.00 $3,000.00
2. Conceptual Design
A. Development Strategy
Meetings
$5,000.00 $5,000.00
B. Site Tests/Development
Concepts2, 3
$20,000.00 $2,000.00 $22,000.00
3. Financial Analysis4, 5
A. Residual Land Value Analysis $15,000.00 $15,000.00
B. Funding Analysis $5,000.00 $5,000.00
Project Total $28,000.00 $2,000.00 $20,000.00 $50,000.00
OPTIONAL TASKS
1. Project Management extension: $1,000/month
2. Conceptual Design Presentation: The team will prepare and deliver a digital presentation to the City Council: $5,000
3. Conceptual Design Renderings: $5,000 each (the scope of work for design includes massing only)
4. Financial Analysis: Additional Research and Assessment of other Funding Sources can be included as an additional task this contract (rate TBD) or on a separate contract.
5. Financial Analysis: Community Center Financing Plan can be included as an additional task this contract (rate TBD) or on a separate contract. 889
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Proposal from URBAN FIELD 28
DISCLOSURES
CONTRACT ACCEPTANCE
There have been no prior or ongoing incidents where the Consultant has defaulted or failed to perform, and which has led to a consultant agreement being terminated prior to adequate project completion. There have been no previous civil or criminal litigation, or investigation that has resulted in the Consultant to be judged guilty or liable.
This business is not lawfully precluded from participating in public procurement. None of the issues raised by the RFP are applicable to Urban Field Studio, thus there are no disclosures to provide.
The standard contract has been reviewed and Urban Field Studio is willing to execute the Services Agreement if selected.
Thank you in advance for considering these proposed changes from Urban Field Studio’s legal counsel.
890
URBAN FIELD
1423 Broadway
Oakland, CA 94612
510-207-9537
[email protected]
891
City of Oakley and Urban Field Studio
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF OAKLEY AND URBAN FIELD STUDIO
FOR THE LBRARY AND O’HARA RESIDENTIAL
PROJECTS DESIGN AND ECONOMIC FEASABILITY
STUDY
THIS AGREEMENT for consulting services is entered into by and between the City of Oakley, a municipal corporation in the State of California (hereinafter referred to as “City”) and Urban Field Studio (hereinafter referred to as “Consultant”), collectively sometimes referred to hereinafter as the “Parties”, as of July 12, 2023 (the “Effective Date”).
Section 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in the Scope of Work or proposal letter attached hereto and incorporated herein as Exhibit A at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, the Agreement shall prevail.
1.1 Term of Services. The term of this Agreement shall begin on the Effective Date and shall end on DECEMBER 31, 2023, the date of completion specified in Exhibit A, and Consultant shall complete the work described in Exhibit A prior to that date, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 8. The time provided to Consultant to complete the services required by this Agreement shall not affect the City’s right to terminate the Agreement, as provided for in Section 8. Should this Agreement be amended to include additional tasks as contemplated in Section 1, the term of services shall be extended as mutually agreed upon by City and Consultant.
1.2 Standard of Performance. Consultant shall perform all services required pursuant to this Agreement in accordance with the usual and customary manner observed by a competent practitioner of the profession in which Consultant is engaged in the geographical area in which Consultant practices its profession, the Standard of Care.
1.3 Assignment of Personnel. Consultant shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons.
1.4 Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Section 1.1 above and to satisfy Consultant’s obligations hereunder.
DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 892
City of Oakley and Urban Field Studio
Section 2. COMPENSATION. City hereby agrees to pay Consultant a sum not to exceed $60,000, notwithstanding any contrary indications that may be contained in Consultant’s proposal, for services to be performed and reimbursable costs incurred under this Agreement. In the event of a conflict between this Agreement and Consultant’s proposal, attached as Exhibit A, regarding the amount of compensation, the Agreement shall prevail. City shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all invoices to City in the manner specified herein. Except as specifically authorized by City, Consultant shall not bill City for duplicate services performed by more than one person.
Consultant and City acknowledge and agree that compensation paid by City to Consultant under this Agreement is based upon Consultant’s estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Consultant. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Consultant and its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement.
2.1 Invoices. Consultant shall submit invoices, not more often than once a month during the term of this Agreement, based on the cost for services performed and reimbursable costs incurred prior to the invoice date. Invoices shall contain the following information:
Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first invoice, etc.;
The beginning and ending dates of the billing period; A Task Summary containing the original contract amount, the amount of prior billings, the total due this period, the balance available under the Agreement, and the percentage of completion;
At City’s option, for each work item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person doing the work, the hours spent by each person, a brief description of the work, and each reimbursable expense;
The Consultant’s signature.
2.2 Monthly Payment. City shall make monthly payments, based on invoices received, for services satisfactorily performed, and for authorized reimbursable costs incurred.
City shall have 30 days from the receipt of an invoice that complies with all of the requirements above to pay Consultant.
2.3 Final Payment. City shall pay the last 10% of the total sum due pursuant to this Agreement within 60 days after completion of the services and submittal to City of a final invoice, if all services required have been satisfactorily performed.
DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 893
City of Oakley and Urban Field Studio
2.4 Total Payment. City shall pay for the services to be rendered by Consultant pursuant to this Agreement. City shall not pay any additional sum for any expense or cost whatsoever incurred by Consultant in rendering services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement.
In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement, unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment approved by the City Manager, which shall not exceed the maximum amount allowed by the Oakley Municipal Code.
2.5 Hourly Fees. Fees for work performed by Consultant shall not exceed the amounts shown on the Compensation Schedule attached hereto and incorporated herein as Exhibit A.
2.6 Reimbursable Expenses. Reimbursable expenses are specified in Exhibit A, and expenses not listed in Exhibit A are not chargeable to the City.
2.7 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes.
2.8 Payment upon Termination. In the event that the City or Consultant terminates this Agreement pursuant to Section 8 of this Agreement, the City shall compensate the Consultant for all outstanding costs and reimbursable expenses incurred for work satisfactorily completed as of the date of written notice of termination.
Consultant shall maintain adequate logs and timesheets in order to verify costs incurred to that date.
2.9 Authorization to Perform Services. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator.
Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Consultant shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement. City shall make available to Consultant only the facilities and equipment listed in this section, and only under the terms and conditions set forth herein.
City shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be reasonably necessary for Consultant’s use while consulting with City employees and reviewing records and the information in possession of the City. The location, quantity, and time of furnishing those facilities shall be in the sole discretion of City. In no event shall City be obligated to furnish DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 894
City of Oakley and Urban Field Studio
any facility that may involve incurring any direct expense, including but not limited to computer, longdistance telephone or other communication charges, vehicles, and reproduction facilities.
Section 4. INSURANCE REQUIREMENTS. Before beginning any work under this Agreement, Consultant, at its own cost and expense, shall procure the types and amounts of insurance listed below and in Exhibit B against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Consultant and its agents, representatives, employees, and subcontractors. Consistent with the following provisions, Consultant shall provide proof satisfactory to City of such insurance that meets the requirements of this section and under forms of insurance satisfactory in all respects to the City, and that such insurance is in effect prior to commencing work under this Agreement. Consultant shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in the Consultant's bid. Consultant shall not allow any subcontractor to commence work on any subcontract until Consultant has obtained all insurance required herein for the subcontractor(s) and provided evidence thereof to City. Verification of the required insurance shall be submitted and made part of this Agreement prior to execution. Verification of the required insurance is attached hereto and incorporated herein as Exhibit C.
4.1 Variation. The City may approve a variation in the insurance requirements, upon a determination that the coverage, scope, limit, and form of such insurance is either not commercially available, or that the City’s interests are otherwise sufficiently protected.
4.2 Notice of Reduction in Coverage. In the event that any coverage required by this section is reduced, limited, or materially affected in any other manner, Consultant shall provide written notice to City at Consultant’s earliest possible opportunity and in no case later than five days after Consultant is notified of the change in coverage.
4.3 Remedies. In addition to any other remedies City may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option, exercise any of the following remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Consultant’s breach:
Order Consultant to stop work under this Agreement or withhold any payment that becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or
Terminate this Agreement.
Section 5. INDEMNIFICATION AND CONSULTANT’S RESPONSIBILITIES. Consultant shall to the fullest extent allowed by law, with respect to all Services performed in connection with this Agreement, defend with counsel acceptable to the City, and indemnify and hold the City and its officials, officers, employees, and volunteers harmless from and against any and all losses that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 895
City of Oakley and Urban Field Studio
(“Claims”).Consultant will bear all losses, costs, damages, expense and liability of Claims caused by the negligent performance of the Consultant, whether directly or indirectly (“Liability”). Such obligations to defend, hold harmless and indemnify the City shall not apply to the extent that such Liability is caused by the sole negligence, active negligence, or willful misconduct of the City or any third party.
With respect to third party claims against the Consultant, the Consultant waives any and all rights of any type of express or implied indemnity against the indemnitees.
However, notwithstanding the foregoing, in accordance with California Civil Code Section 1668, nothing in this Agreement shall be construed to exempt the City from its own fraud, willful injury to the person or property of another, or violation of law. In addition, and notwithstanding the foregoing, to the extent this Agreement is a “construction contract” as defined by California Civil Code section 2783, as may be amended from time to time, such duties of Consultant to indemnify shall not apply when to do so would be prohibited by California Civil Code Section 2782.
Section 6. STATUS OF CONSULTANT.
6.1 Independent Contractor. At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of City.
City shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits.
6.2 Consultant, Not Agent. Except as City may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever.
Section 7. LEGAL REQUIREMENTS.
7.1 Governing Law. The laws of the State of California shall govern this Agreement.
7.2 Compliance with Applicable Laws. Consultant and any subcontractors shall comply with all laws applicable to the performance of the work hereunder, including DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 896
City of Oakley and Urban Field Studio
but not limited to, the California Building Code, the Americans with Disabilities Act, and any copyright, patent or trademark law. Consultant’s failure to comply with any law(s) or regulation(s) applicable to the performance of the work hereunder shall constitute a breach of contract.
7.3 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Consultant and any subcontractors shall comply with all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program.
7.4 Licenses and Permits. Consultant represents and warrants to City that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required to practice their respective professions. Consultant represents and warrants to City that Consultant and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Consultant and any subcontractors shall obtain and maintain during the term of this Agreement valid business licenses from City.
7.5 Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the basis of a person’s race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, or sexual orientation, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Consultant under this Agreement. Consultant shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement.
Consultant shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator of this Agreement.
Section 8. TERMINATION AND MODIFICATION.
8.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant.
Consultant may cancel this Agreement upon 30 days written notice to City and shall include in such notice the reasons for cancellation.
In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of termination; City, however, may condition payment of such compensation upon Consultant delivering to City any or all DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 897
City of Oakley and Urban Field Studio
documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or the City in connection with this Agreement.
8.2 Extension. City may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection 1.1. This Agreement may be extended at the option of the City. Should City decide to exercise its option to extend this Agreement, City shall provide written notice to Consultant at least sixty (60) days prior to the end date of this Agreement. Any such extension shall require a written amendment to this Agreement, as provided for herein. Consultant understands and agrees that, if City grants such an extension, City shall have no obligation to provide Consultant with compensation beyond the maximum amount provided for in this Agreement, unless City agrees to do so by written amendment to this Agreement. Similarly, Consultant understands and agrees that, City shall have no obligation to reimburse Consultant for any otherwise reimbursable expenses incurred during the extension period, unless City agrees to do so by written amendment to this Agreement.
8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the parties.
8.4 Assignment and Subcontracting. City and Consultant recognize and agree that this Agreement contemplates personal performance by Consultant and is based upon a determination of Consultant’s unique personal competence, experience, and specialized personal knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Consultant. Consultant may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator.
8.5 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Consultant shall survive the termination of this Agreement.
8.6 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City’s remedies shall include, but not be limited to the following:
8.6.1 Immediately terminate the Agreement;
8.6.2 Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement; DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 898
City of Oakley and Urban Field Studio
8.6.3 Retain a different consultant to complete the work described in Exhibit A not finished by Consultant; or
8.6.4 Charge Consultant the difference between the cost to complete the work described in Exhibit A that is unfinished at the time of breach and the amount that City would have paid Consultant pursuant to Section 2 of this Agreement if Consultant had completed the work.
Section 9. KEEPING AND STATUS OF RECORDS.
9.1 Records Created as Part of Consultant’s Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City.
Consultant hereby agrees to deliver those documents to the City upon termination of the Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. City and Consultant agree that, until final approval by City, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both parties.
9.2 Consultant’s Books and Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to the Consultant to this Agreement.
9.3 Inspection and Audit of Records. Any records or documents that Section 9.2 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds TEN THOUSAND DOLLARS ($10,000.00), the Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of the City, for a period of three (3) years after final payment under the Agreement.
Section 10 MISCELLANEOUS PROVISIONS.
10.1 Attorneys’ Fees. If a party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing party shall be entitled to reasonable attorneys’ fees in addition to any DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 899
City of Oakley and Urban Field Studio
other relief to which that party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose.
10.2 Venue. In the event that either party brings any action against the other under this Agreement, the parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Contra Costa or in the United States District Court for the Northern District of California.
10.3 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.
10.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement.
10.5 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties.
10.6 Use of Recycled Products. Consultant shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper.
10.7 Conflict of Interest. Consultant may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Consultant in a “conflict of interest,” as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq.
Consultant shall not employ any City official in the work performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Sections 1090 et seq.
Consultant hereby warrants that it is not now, nor has it been in the previous twelve (12) months, an employee, agent, appointee, or official of the City. If Consultant was an employee, agent, appointee, or official of the City in the previous twelve months, Consultant warrants that it did not participate in any manner in the forming of this Agreement. Consultant understands that, if this Agreement is made in violation of Government Code §1090 et.seq., the entire Agreement is void and Consultant will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Consultant will be required to reimburse the City for any sums paid to the Consultant. Consultant understands that, in addition to the foregoing, it may be subject to criminal DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 900
City of Oakley and Urban Field Studio
prosecution for a violation of Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California.
10.8 Solicitation. Consultant agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials.
10.9 Contract Administration. This Agreement shall be administered by Kevin Rohani, P.E., Public Works Director/City Engineer ("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his or her designee.
10.10 Notices.
Any written notice to Consultant shall be sent to:
Urban Field Studio
Attn: Jane Lin
1423 Broadway
Oakland, CA 94612
Any written notice to City shall be sent to:
City of Oakley
Attn: Joshua McMurray, City Manager
3231 Main Street
Oakley, CA 94561
10.11 Professional Seal. Where applicable in the determination of the Contract Administrator, the first page of a technical report, first page of design specifications, and each page of construction drawings shall be stamped/sealed and signed by the licensed professional responsible for the report/design preparation. The stamp/seal shall be in block entitled “Seal and Signature of Registered Professional with report/design responsibility,” as in the following example. _________________________________________
Seal and Signature of Registered Professional with
report/design responsibility.
10.12 Integration. This Agreement, including the Scope of Work and Compensation Schedule, Insurance Requirements, and Verification of Required Insurance, attached hereto and incorporated herein as Exhibit A, B and C respectively, represents the entire and integrated agreement between City and Consultant and DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 901
City of Oakley and Urban Field Studio
supersedes all prior negotiations, representations, or agreements, either written or oral.
Exhibit A Scope of Services and Compensation Schedule
Exhibit B Insurance Requirements
Exhibit C Verification of Required Insurance
10.13 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement.
10.14 Authorized Signature. Each person and party signing this Agreement warrants that he/she has the authority to execute this Agreement on behalf of the principal and that the party will be bound by such signature.
The parties have executed this Agreement as of the Effective Date.
CITY CONSULTANT
Urban Field Studio a California
Corporation
By: ____________________________ By: _____________________________ Joshua McMurray, City Manager Signature
By: _____________________________
Jane Lin, President
Attest:
_______________________________
Libby Vreonis, City Clerk
Approved as to Form:
________________________________
Derek P. Cole, City Attorney
City of Oakley, a municipal corporation
in the State of California
DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 902
City of Oakley and Urban Field Studio
EXHIBIT A
SCOPE OF SERVICES AND COMPENSATION SCHEDULE
DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 903
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Urban Field Studio
Scope of Work
The Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study includes four tasks.
Task 1. PROJECT MANAGEMENT (UFS)
The project includes Project Management given a 3 month time frame, if the desire is to complete before September 30, 2023. Timeline extensions beyond September 30, 2023 are additional to this Scope of Work.
Task 2. CONCEPTUAL DESIGN (UFS, with HKIT and EPS advising) A. Development Strategy: The Consultant team begins the Task with a 2- hour all hands development strategy meeting with UFS and EPS to make sure we are all on the same page and to bring a few questions and ideas to the table to determine where we may begin exploring. Development Concepts expressed through site tests must follow critical decisions about key design factors including targeted size and counts for plan components, environmental constraints, circulations, and amenities that are desired for the site. The iterations of the site tests may be determined by the whole team, but would likely be:
a. An iteration of each site that follows the previous research performed b. Another iteration of each site informed by the development strategy determined by the team
B. Site Tests/Development Concepts: UFS will produce Site Test/Development Concepts for two sites and two iterations of each site. (The conceptual sketches are physical feasibility studies, they are not architectural or schematic design.) The UFS design methodology utilizes a draft presentation, whiteboard sessions, and architectural modeling that is coupled with a spreadsheet of development counts. UFS will be advised by HKIT on the design of public facilities and housing. Development Concepts will include land uses, their location, and high-level assumptions about programming. The site tests will yield estimated areas (gross square feet and net rentable area), building massing (height, stories, floor plate assumptions), number of units, size of units, number of parking spaces and type.
Deliverables: The Site Tests/Conceptual Design will be summarized in a digital Presentation to Staff and will include:
1. Conceptual sketches of the site layout (plan).
2. Three dimensional massing images. Massing may have some features to make the blocks look more like buildings, but will not include any finer detail.
3. Spreadsheet of development counts
4. Rendering (1)
DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 904
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Urban Field Studio
Task 3. FINANCIAL ANALYSIS (EPS)
A. Residual Land Value Analysis: The Residual Land Value analysis will provide new estimates of the expected residual land value of the O’Hara Block and hence its ability to cross-subsidize the development of the Community Center as part of the public-private concept. Key components of this work effort will include:
Residential Development Program
The Site Testing analysis coupled with City staff direction (based on their conversations with City Council) will allow for the specification of the maximum potential residential development project. This development program (and potentially a second smaller option if appropriate) will be a key component of the residual land value analysis. EPS will confer with UFS and City to ensure it is reflecting the potential residential development program(s) appropriately.
Planning Level Development Costs
Planning-level development costs for the residential development project will be developed including:
● Planning level estimates of direct construction costs for the residential building and parking will be based on Consulting Team experience working with residential developers on other projects as well as a review of “cost books”, such as Marshall & Swift.
● Soft costs, including architecture and engineering, marketing, construction financing, and general administration, will be based on typical percentages of hard costs. ● Approximate estimates of impact fees will be derived from the City’s fee schedule and conversations with City staff.
● Recognizing recent volatility in costs, two cost scenarios may be developed to support sensitivity testing.
Rental Revenues
Expected market rate rental revenues will be based on research of current rents at other multi-family apartment buildings of a similar nature in locations with similar characteristics.
Distinctions will be made for expected rents for apartments with different numbers of bedrooms.
The below market rate rents will be based on the appropriate income limits consistent with the proposed affordability level.
Hurdle Rates (Yield on Cost or Capitalization Rates)
Hurdle Yields and Capitalization Rates have been increasing recently due to rising interest rates and other economic factors. Based on other projects and available data sources, two sets of returns will be developed including a baseline set reflecting current market expectations and a moderated set for sensitivity testing that might be expected in the near-future.
Residual Land Value Analysis
The prior subtasks will together allow for the development of a complete residual land value analysis (table set) and the estimate of the expected land value. Sensitivity analysis will also provide an indication of the potential range of land values.
DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 905
Oakley Library and O’Hara Residential Projects Design and Economic Feasibility Study Urban Field Studio
B. Funding Analysis. The Consulting Team will bring together the findings of the site test analyses, planning-level cost estimates, and residual land value analysis to draw conclusions on the ability of the residential parcel sale to fully or partially fund different community center concepts. These conclusions will help City staff, stakeholders, and policymakers consider preferred paths forward, the potential role of land sales in the financing strategy, and whether additional funding gaps are expected under different scenarios. Any funding gaps could be broadly considered in light of the public facilities fee reserves and to what extent they would require additional action/ funding from other sources.
Deliverables: EPS will provide a technical memorandum summarizing the residual land value analysis and the conclusions of the funding analysis
Task 4. MEETINGS (UFS and EPS)
In addition to the Development Strategy Meeting that kicks off the project, there will also be:
1. A Mid-way to check in Meeting with staff
2. A Presentation of the final findings to Staff Team
3. A Digital Presentation to the General Public to be used for a City Council Meeting Project Fee
Task Urban Field HKIT EPS Fee
1 Project Management $3,000.00 $3,000.00
2 Conceptual Design
Development Strategy $5,000.00 $2,000.00 $7,000.00
Site Tests (4) $20,000.00 $2,000.00 $22,000.00
Rendering (1) $5,000.00 $5,000.00
3 Financial Analysis
Residual Land Value Analysis $13,000.00 $13,000.00
Funding Analysis $5,000.00 $5,000.00
4 Meetings $3,500.00 $500.00 $1,000.00 $5,000.00
Project Total $36,500.00 $2,500.00 $21,000.00 $60,000.00 Optional
Project Management $1,000.00 per month
DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 906
City of Oakley and Urban Field Studio
EXHIBIT B
INSURANCE REQUIREMENTS
PROFESSIONAL SERVICE CONTRACTS:
Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Offer Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.
(not required if consultant provides written verification, it has no employees)
4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’s profession, with limit no less than $1,000,000 per occurrence or claim, $2,000,000 aggregate.
If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
Additional Insured Status
DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 907
City of Oakley and Urban Field Studio
The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts or equipment furnished in connection with such work or operations. General liability coverage should be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used).
Primary Coverage
For any claims related to this contract, the Consultant’s insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.
Notice of Cancellation
Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City.
Waiver of Subrogation
Consultant hereby grants to City a waiver of any right to subrogation which Consultant or any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.
Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.
Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:
1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.
DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 908
City of Oakley and Urban Field Studio
Verification of Coverage
Consultant shall furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
DocuSign Envelope ID: 5E637659-D3B9-4A6B-A864-DF52BED8CBCF 909
STAFF REPORT
City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us DATE: July 11, 2023
TO: City Council
FROM: Joshua McMurray, City Manager
SUBJECT: Authorization for the City Manager to Execute the Purchase and Sale Agreement with R&R Pacific Construction, Inc. for the sale of 0.90 Acres of APN 037-160-018 for the development of a mixed use
commercial/retail and residential project
Background and Analysis
In March 2023, 0.90 acres of commercial land of APN 037-160-018 was officially declared as surplus along the railroad right of way adjacent to the Oakley Plaza site.
Appropriate notifications were promptly sent to the California Department of Housing and Community Development as required by State law and relevant local agencies to ensure transparency and compliance with regulations. Following the 60-day period for notice and after receiving no offers from any developers, the City then issued a Request for Proposal Invitation.
This 40,000 square foot property is situated in the Downtown Core Area of the Downtown Specific Plan and is suited for mixed-use commercial/retail and residential development. The development contemplated in the proposal is conceptual at this point and would require further refinement by the developer and review and approval by the City.
At the conclusion of the bidding period, the city received a single project bid of $98,500 from R&R Pacific Construction, Inc. which includes a mixed-use use commercial/retail and residential development proposal. The conceptual plans they have prepared for the development of this site dovetail smoothly with our downtown plan and strategic development goals, exhibiting an understanding of optimal use principles and furthering our ongoing downtown development efforts. Staff conducted an appraisal on the property to understand the market value. That appraised value is $337,000. The current proposal at $98,500 is $238,500 lower than the appraised value. Staff does feel there is merit to consider the sale at a less than market price.
The new development would continue to expand and offer more tenant space in the downtown, which lacks new space for tenants to locate. The development also incorporates residential development on the second floor, which would bring more residents into the Downtown area, in a location that would be served by the future multi-modal train platform that is expected to be operational by early 2025. The development proposal is from the same developer who is actively constructing in the Approved and
Forwarded to the
City Council
910
STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 2
O (925) 625-7000 | F (925) 625-9859 | www.CI.Oakley.CA.US City and has already proven they can deliver a high quality project to this community.
The development of this new parcel would also bring in several new businesses to Oakley and would allow for a mix of uses based on the zoning of the property.
Lastly, the City has very little in terms of Economic Development incentives that can be offered to stimulate development like the one proposed. A reduction in market value to entice and facilitate quality development should be a consideration of proposals like this. The long-term benefits of property tax, sales tax, job creation and business attraction are all items that tis development would bring and should be taken into account when considering the proposed purchase price.
R&R Pacific Construction, Inc. has an established portfolio that includes significant local projects, such as the Mercantile Shopping Center located at 3350 Main Street.
Their involvement in such community-enhancing endeavors serves as evidence of their commitment to local development. This proposed project's location, being near the Mercantile Shopping Center, is expected to increase foot traffic to the area and enhance the vitality of downtown and its retail center that prioritize the Oakley community.
The company's proposal includes the creation of a mixed-use commercial/retail and residential development. The planned building is projected to span an area of roughly 7,200 sq ft, providing room for a diverse range of enterprises, such as retail outlets, eateries, and cafes. This versatile expansion is anticipated to enhance the lively and dynamic ambiance of our downtown area.
The agreement is centered around escrow closing 30 days after R&R is successful in both receiving an entitlement for the project and the City issuing a building permit for the construction of the project. If both of those do not happen, escrow would not close and the property would remain under City control. It should also be noted that because this project involves residential development, the developer will have to ultimately comply with the Surplus Land Act requirements which will stipulate that 15% of the residential units be affordable to lower income families, essentially making less than 80% of the area median income. The Purchase and Sale agreement reflects this requirement as well as the closing requirement also described.
Consistency with the Oakley Strategic Plan 27+
This item is consistent with the Community and Economic Development goals of Strategic and Thoughtful Growth, specifically the sub-objective that points to the City revitalizing and drawing people into the downtown through the sale of Cityowned property based on community benefit. 911
STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 3
O (925) 625-7000 | F (925) 625-9859 | www.CI.Oakley.CA.US Fiscal Impact
The anticipated gross revenue from selling the city-owned parcel is $98,500 which, when escrow closes, will go to the City General Fund.
Staff Recommendation
Staff recommends the City Council authorize the City Manager to execute the Purchase and Sale Agreement with R&R Pacific Construction, Inc. for the sale of the portion of APN 037-160-018, Main Street.
Attachments
1. Bid Proposal Cover Letter
2. Preliminary Plot and Project Plans
3. Draft Purchase and Sales Agreement
4. Draft Resolution
912
913
914
915
916
-1-
PURCHASE AND SALE AGREEMENT
This Purchase and Sale Agreement (“Agreement”) is made by and between and the City of Oakley, a California municipal corporation (“Seller”), and R&R Pacific Construction, Inc. (“Buyer”). The effective date of this Agreement is July , 2023 (“Effective Date”).
In consideration of the respective agreements hereinafter set forth, Seller and Buyer agree as follows:
RECITALS
A. Seller is the owner of the Property as defined in Paragraph 1 below.
B. Buyer desires to purchase the Property from Seller, and Seller desires to sell the Property to Buyer, subject to the terms and conditions described within.
AGREEMENT
NOW, THEREFORE, the parties agree as follows:
1. Property Included in Sale. Seller shall sell and convey to Buyer, and Buyer shall purchase from Seller, subject to the terms and conditions set forth herein, the following:
1.1 A 0.99 Acre of the Real Property located at Main Street (APN 037-160- 018) in Oakley, California, which is described in Exhibit “A”, attached hereto, in an area designated as a Downtown Core Area in Oakley Downtown Specific Plan.
1.2 All of Seller’s right, title and interest in and to all rights, privileges and easements appurtenant to the Real Property, including without limitation all development rights, permits, entitlements and any rights-of-way or other appurtenances used in connection with the beneficial use and enjoyment of the Real Property (collectively, the “Appurtenances”). The Real Property and Appurtenances are collectively referred to herein as the (“Property”).
2. Purchase Price. The purchase price for the Property shall be the sum of $98,500 (the "Purchase Price").
3. Opening of Escrow. An escrow account shall be opened within 10 days of the City Council authorizing the Purchase and Sale Agreement to be signed. Within five calendar days of the opening of escrow, Buyer will deposit the sum of $10,000.00 into escrow as the initial deposit for this transaction.
4. Title to the Property. At the closing of the purchase and sale contemplated hereunder (the “Closing”), Seller shall convey to Buyer insurable title to the Property by a duly executed and acknowledged Grant Deed in Title Company’s standard form (the “Grant Deed”).
At Closing, Title Company shall issue to Buyer a California Land Title Association Owner’s Policy of Title Insurance in the amount of the Purchase Price insuring fee simple title to the Property in Buyer. The cost of the Title Policy shall be paid by the Buyer. 917
-2-
5. Conditions to Closing. The following conditions are conditions precedent to Buyer’s obligation to purchase the Property (the “Conditions Precedent”):
5.1 Buyer’s Review and Approval of Title to the Property. Seller shall use reasonable efforts to cause Title Company to deliver to Buyer a preliminary title report on the Property within twenty (10) days after the Effective Date, which preliminary title report shall be issued by Title Company and accompanied by copies of all documents referred to in the report (collectively, the “Preliminary Report”). Buyer shall advise Seller, within thirty (30) days after the Effective Date, what exceptions to title, if any, will be accepted by Buyer. Seller shall have ten (10) days after receipt of Buyer’s objections to give Buyer: (i) notice that such exceptions will be removed on or before the Closing Date; or (ii) notice that Seller elects not to cause such exceptions to be removed. If Seller gives Buyer notice under clause (ii), Buyer shall notify Seller within ten (10) days after Buyer’s receipt of Seller’s notice whether Buyer elects to proceed with the purchase or terminate this Agreement. If Buyer shall fail to give Seller notice of its election within such ten-day period, Buyer shall be deemed to have elected to terminate this Agreement.
6. Closing and Escrow.
6.1 Execution of Agreement. The parties hereto shall deposit executed counterparts of this Agreement with the Title Company and this Agreement shall serve as instructions to the escrow holder for consummation of the donation, purchase, and sales contemplated hereby. Seller and Buyer agree to execute such additional escrow instructions as may be appropriate to enable the escrow holder to comply with the terms of this Agreement; provided, however, that in the event of any conflict between the provisions of this Agreement and any supplementary escrow instructions, the terms of this Agreement shall control.
6.2 Closing Date. Escrow shall close within 30 days of the entitlement of the project and the issuance of a building permit for the construction of the project.
6.3 Delivery of Documents. At or before the Closing Date (except to the extent otherwise specifically provided below), Seller shall deliver to Buyer the following:
(i) The grant deed for the Property, duly executed and acknowledged by Seller;
(ii) Such other documents or records as may be required under applicable law or as specified by the Title Company to ensure completion of all transactions described hereby.
6.4 Apportionment. The following are to be apportioned as of the Closing Date, as follows:
(i) Real Estate Taxes and Assessments. Buyer shall assume responsibility for all real estate taxes and assessments on the Property from the Closing Date forward.
(ii) Closing Costs. Buyer and seller shall split the recording fees, any County of Contra Costa transfer tax and the premium for the Title Policy and escrow fees and such other costs and charges of the escrow for the sale not otherwise provided for in this paragraph or elsewhere in this Agreement.
918
-3-
7. Party Representations. Seller or Buyer hereby represent as follows:
7.1 Full Authority. Seller and Buyer have full power and authority and have taken all action necessary to execute this Agreement and to fulfill all obligations hereunder.
7.2 Hazardous Materials. Seller represents the Property is free of contamination and hazardous materials.
7.3 Seller has disclosed to Buyer that the Property will be subject to the affordable housing restrictions set forth in California Government Code section 54233, and in compliance with that statute, the mandatory requirements shall be contained in a covenant or restriction recorded against the Property prior to Buyer’s finalization of the Entitlements.
8. As-Is Acquisition. Buyer represents and warrants that as of the Close of Escrow, Buyer will have satisfied itself as to the physical, environmental, legal and economic condition and all other aspects of the Property and its suitability for the purposes intended by Buyer. Buyer acknowledges and agrees that Buyer is acquiring the Property subject to all existing laws, ordinances, rules and regulations, and that neither Seller nor any of Seller’s agents, representatives and attorneys (collectively, “Seller’s Agents”) have made any warranties, representations or statements regarding the availability of any approvals, or the laws, ordinances, rules or regulations of any governmental or quasi-governmental body, entity, district or agency having authority with respect to the ownership, possession, development, occupancy, condition and/or use of the Property except as expressly provided herein. Buyer, moreover, acknowledges that Buyer has entered into this Agreement with the intention of relying upon its own investigation of the physical, environmental, economic and legal condition of the Property, including, without limitation, the compliance of the Property with laws and governmental regulations and the operation of the Property, and that Buyer is not relying on any representations and warranties made by Seller or anyone acting or claiming to act on Seller’s behalf concerning the Property except as expressly provided herein. Buyer further acknowledges that it has not received from Seller any accounting, tax, legal, architectural, engineering, property management or other advice with respect to this transaction and is relying upon the advice of its own accounting, tax, legal, architectural, engineering, property management and other advisors. Buyer shall purchase the Property in its “As-Is” condition on the Closing Date and assumes the risk that adverse physical, environmental, economic or legal conditions may not have been revealed by its investigations. Seller shall have no liability for any subsequently discovered defects, whether latent or patent.
9. Miscellaneous.
9.1 Notices. Any notice, consent or approval required or permitted to be given under this Agreement shall be in writing and shall be deemed to have been given upon (i) hand delivery, or (ii) three (3) days after being deposited in the U.S. Mail, and addressed as follows If to Seller:
Joshua McMurray, City Manager
City of Oakley
3231 Main Street
Oakley, California 94561
[email protected]
919
-4-
If to Buyer:
R&R Pacific Construction
Raul Melendez
619 2/1 Main Street
Woodland, California 95695
[email protected]
Seller and Buyer shall each have the right from time to time to change the place notice is to be given under this section by written notice thereof to the other party.
9.2 Successors and Assigns. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective successors, heirs, administrators and assigns.
9.3 Amendments. Except as otherwise provided herein, this Agreement may be amended or modified only by a written instrument executed by Seller and Buyer.
9.4 Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California.
9.5 Merger of Prior Agreements. This Agreement and the exhibits hereto constitute the entire agreement between the parties and supersede all prior agreements and understandings between the parties relating to the subject matter hereof.
9.6 Negotiated Agreement. Seller and Buyer acknowledge that this Agreement has been negotiated and that each party has had an opportunity to have the Agreement reviewed by legal counsel. Accordingly, notwithstanding the fact that this Agreement was prepared by Seller’s counsel, the doctrine that ambiguities in an agreement shall be construed against the drafting party shall not be employed in connection with this Agreement.
9.7 Enforcement. If either party commences legal proceedings to enforce the terms of this Agreement, the prevailing party shall be entitled to recover from the other party its attorneys’ fees and court costs incurred therein.
9.8 Time of the Essence. Seller and Buyer agree that time is of the essence of this Agreement. If either party fails to perform an obligation contained herein by the date such performance is required, it shall not be deemed to be unreasonable for the other party to pursue its remedies hereunder, including termination of this Agreement.
9.9 Severability. If any provision of this Agreement or the application thereof to any person, place or circumstance shall be held by a court of competent jurisdiction to be invalid, unenforceable or void, the remainder of this Agreement and such provisions as applied to other persons, places and circumstances shall remain in full force and effect.
9.10 Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original but all of which shall constitute one and the same document.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date first above written.
920
-5-
SELLER: BUYER:
CITY OF OAKLEY Raul Melendez
Joshua McMurray
City Manager
Raul Melendez
R&R Pacific Construction, Inc.
APPROVED AS TO FORM:
By:
Derek Cole, City Attorney
921
EXHIBIT A
[PROPERTY DESCRIPTION]
922
RESOLUTION NO. XX-23
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OAKLEY AUTHORIZING
THE CITY MANAGER TO EXECUTE A PURCHASE AND SALE AGREEMENT WITH R&R PACIFIC CONSTRUCTION, INC. FOR THE SALE OF A PROPERTY LOCATED AT MAIN STREET 0.90 ACRE OF PROPERTY OF APN 037-160-018.
BE IT RESOLVED by the City Council of the City of Oakley that the City Manager is hereby authorized and directed to sign on behalf of the City that certain Purchase and Sales Agreement between the City and with R&R Pacific Construction, Inc. for the Sales of a Property located at Main Street 0.90 Acres of APN 037-160-018.
PASSED AND ADOPTED by the City Council of the City of Oakley this 11th day of July 2023 by the following vote:
AYES:
NOES:
ABSTENTION:
ABSENT:
APPROVED:
Aaron Meadows, Mayor
ATTEST:
_
Libby Vreonis, City Clerk Date
Resolution No. XX-23 Page 1 of 1
923
Tyler Enterprise ERP
Implementation
❖ Finance
❖ Human Resources Management
❖ Business Licensing
❖ Planning & Permitting
❖ Enterprise Asset Management
924
2 “The secret of change is to focus all
your energy not on fighting the old,
but on building the new.” - Socrates
Success in the implementation of
new systems lies not only in the
technology itself, but in the people
who champion it, the processes that
support it, and the collective
commitment to its success.” - Unknown
Building the New
925
3 The City of Oakley's Finance Implementation of Tyler Enterprise ERP is dedicated to bolstering fiscal transparency, ensuring long-term stability, and effectively channeling resources. It represents our commitment to modernize our financial systems and processes, enabling us to make data-driven decisions that will support strategic growth, safeguard community wellbeing, preserve our unique Delta lifestyle, foster collaborative partnerships, maintain fiscal responsibility, and promote a sustainable, inclusive municipal workforce. Aligned with our City's core values and strategic goals, we aspire to shape a prosperous City of Oakley where all can thrive.
Mission Statement
926
4 Fully-Integrated System that will allow the City to…
• Increase productivity, gain efficiencies, and improve our overall operational effectiveness.
• Automate many of our manual workflows and business
processes as well as move towards a paperless
environment by taking advantage of the tools built into the document management system.
• Enhance and expand our reporting capabilities with
robust standard reporting suite and custom reporting
options.
• Share information more easily with Citizens and City
personnel from a single source of truth.
Tyler Technologies EERP
927
5 Comprehensive Purpose
Economic
Catalyst
Community Wellbeing AdvocateGuardian of Open
Spaces
Partnership
Facilitator
Steward of Fiscal
Responsibility
Sustainability
Promoter
928
Economic Catalyst
• The new ERP system will automate and
streamline financial processes such as invoicing,
payment processing, and budgeting.
• Provide improved financial reporting and
analytics capabilities.
929
Community Wellbeing Advocate
• By implementing the new ERP system, we can
track and analyze expenditures related to public
safety programs more efficiently.
930
Guardian of Open Spaces
•The ERP system will provide detailed financial records for park maintenance and upgrades. •With the new ERP system, we can better track and manage project and grant activities. 931
Partnership Facilitator
& Steward of Fiscal
Responsibility
• The new ERP system will automate and
streamline financial processes such as invoicing,
payment processing, and budgeting.
• Provide improved financial reporting and
analytics capabilities.
932
Sustainability
Promoter
•The new ERP system will automate manual
processes, reducing paper usage and promoting a
more environmentally friendly approach to financial
management.
•With streamlined operations and improved data
accuracy, the ERP system will enable better
forecasting and planning for future resource needs.
933
Phase 1: Finance
Tyler
ERP
Data-Driven
Decision
Making
Elevated
Responsiveness
Effective
Communication
Operational
Efficiency
Culture of
Innovation
Improved
Transparency
Better
Informed
Decisions
Employee
Satisfaction
Advanced
Data
Analytics
Enhanced
Citizen July 2023 – July 2024 Engagement
“Multi-Fund Accounting System to handle
every aspect of accounting, budgeting,
procurement and project performance.”
934
12 Tyler EERP Timeline
Phases Q3
2023
Q4
2023
Q1
2024
Q2
2024
Q3
2024
Q4
2024
Q1
2025
Q2
2025
Q3
2025
Q4
2025
Q1
2026
Q2
2026
Phase 1:
Finance
(EERP)
Phase 2: HRM
Phase 3:
Business
Licensing
Phase 4:
EP&L
Permitting &
Licensing
Phase 5: EAM
July 2023 – July 2024
January 2024 – January 2025
September 2024 –
March 2025
September 2024 – September 2025
June 2025 – March 2026
935
Resource Allocation
FINANCE
Accounting
/GL AP Budgeting
Capital
Assets
Cash
Management
Contract
Management
Vendor
Access
Project & Grant
Accounting Purchasing AR GB
Tyler
Cashiering TOTALS
Implementation
Hours 160 40 40 40 20 20 24 32 64 72 32 40 584
5:1 Ratio 800 200 200 200 100 100 120 160 320 360 160 200 2920 6:1 Ratio 960 240 240 240 120 120 144 192 384 432 192 240 3504 7:1 Ratio 1120 280 280 280 140 140 168 224 448 504 224 280 4088 936
14 Realize Success
✓Strong governance in supporting the Project Team in meeting the goals of the project Enact through each phase. ✓A supportive organization culture that promotes collaboration and open communication, Nurture where the Project Team is given the time and resources to meet project goals. ✓Project Team resources with adequate time and support to do their jobs effectively and Provide fully participate in the project successfully. ✓Communication of any change in priorities with enough time and resources for the Project Clarify Team to pivot activities so that the project can stay on track. ✓That there are multiple phases occurring concurrently, which may require additional time Understand and resources; this needs to be supported and prioritized. 937
Thank You
938
16 Contact Information
Project Manager Phone Email
Holly Sitton Orognen 530.570.5271 [email protected]
939
STAFF REPORT
1 City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us DATE: July 11, 2023
TO: Honorable Mayor and Members of the
City Council
FROM: Derek P. Cole, City Attorney
SUBJECT: Work Session to Discuss AB 1657 and Recent General Assembly of the Association of Bay Area Governments
Background and Analysis
At the request of Dr. Fuller, Staff seeks input from the City Council concerning a bond measure pending in the Legislature, AB 1657, and certain initiatives that may be considered by the Association of Bay Area Governments (“ABAG”).
AB 1657 would enact the Affordable Bond Housing Act of 2024, which would authorize the issuance of $10 billion in general obligation bonds to finance affordable housing and homeownership programs. The programs to be funded include those directed toward multifamily housing, housing rehabilitation, rental subsidies, energy efficiency and low-income weatherization, and affordability, among others. The bond measure would be submitted to California voters during the March 2024 Primary Election.
At ABAG’s General Assembly last month, issues concerning California affordable housing mandates were discussed. This raises concerns about the increasing role the state may take in pushing for the creation of more affordable housing. Concerns may exist as to how other Bay Area cities may respond to the calculation of Regional Housing Needs Assessment (“RHNA”) obligations, and resulting inequities.
The agenda from the last ABAG General Assembly meeting, along with links to each agenda item, is linked here: Agenda
A transcript of the General Assembly meeting is linked here: Meeting Transcript Staff will request that the City Council provide direction for further action or follow up at the conclusion of this workshop.
Attachments
1. AB 1657
Approved and
Forwarded to the
City Council
940
7/5/23, 9:30 AM Bill Text - AB-1657 The Affordable Housing Bond Act of 2024. https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202320240AB1657 1/5 SHARE THIS: Date Published: 04/17/2023 09:00 PM
ASSEMBLY BILL NO. 1657
AB-1657 The Affordable Housing Bond Act of 2024. (2023-2024) AMENDED IN ASSEMBLY APRIL 17, 2023
CALIFORNIA LEGISLATURE— 2023–2024 REGULAR SESSION
Introduced by Assembly Member Wicks
(Principal coauthors: Senators Becker and Wiener)
(Coauthors: Assembly Members Friedman, Kalra, Robert Rivas, Schiavo, and Ward) (Coauthors: Senators Cortese, Dodd, and Smallwood-Cuevas) February 17, 2023
An act to add Part 16.1 (commencing with Section 54050) to Division 31 of the Health and Safety Code, relating to housing, by providing the funds necessary therefor through an election for the issuance and sale of bonds of the State of California and for the handling and disposition of those funds, and declaring the urgency thereof, to take effect immediately.
LEGISLATIVE COUNSEL'S DIGEST
AB 1657, as amended, Wicks. The Affordable Housing Bond Act of 2024.
Under existing law, there are programs providing assistance for, among other things, emergency housing, multifamily housing, farmworker housing, home ownership for very low and low-income households, and downpayment assistance for first-time home buyers. Existing law also authorizes the issuance of bonds in specified amounts pursuant to the State General Obligation Bond Law and requires that proceeds from the sale of these bonds be used to finance various existing housing programs, capital outlay related to infill development, brownfield cleanup that promotes infill development, and housing-related parks.
This bill would enact the Affordable Housing Bond Act of 2024, which, if adopted, would authorize the issuance of bonds in the amount of $_____ $10,000,000,000 pursuant to the State General Obligation Bond Law. Proceeds from the sale of these bonds would be used to finance programs to fund affordable rental housing and homeownership programs, as provided. including, among others, the Multifamily Housing Program, the CalHome Program, and the Joe Serna, Jr. Farmworker Housing Grant Program.
This bill would provide for submission of the bond act to the voters at the November March 5, 2024, statewide general election in accordance with specified law.
Home Bill Information California Law Publications Other Resources My Subscriptions My Favorites 941
7/5/23, 9:30 AM Bill Text - AB-1657 The Affordable Housing Bond Act of 2024. https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202320240AB1657 2/5 This bill would declare that it is to take effect immediately as an urgency statute.
Vote: 2/3 Appropriation: no Fiscal Committee: yes Local Program: no THE PEOPLE OF THE STATE OF CALIFORNIA DO ENACT AS FOLLOWS:
SECTION 1. Part 16.1 (commencing with Section 54050) is added to Division 31 of the Health and Safety Code, to read:
PART 16.1. Affordable Housing Bond Act of 2024
CHAPTER 1. General Provisions
54050. This part shall be known as the Affordable Housing Bond Act of 2024. 54051. This part shall only become operative upon adoption by the voters at the November March 5, 2024, statewide general election.
54052. For purposes of this part, “fund” means the Affordable Housing Bond Act Trust Fund of 2024 created pursuant to Section 54054.
CHAPTER 2. Affordable Housing Bond Act Trust Fund of 2024 and Program 54054. (a) The Affordable Housing Bond Act Trust Fund of 2024 is hereby created within the State Treasury. It is the intent of the Legislature that the proceeds of bonds, exclusive of refunding bonds issued pursuant to Section 54076, be deposited in the fund and used to fund affordable rental housing and homeownership programs. (b)It is the intent of the Legislature to further determine the allocation of these funds to specific programs. (b) The proceeds of bonds issued and sold pursuant to this part for the purposes specified in this chapter shall be allocated in the following manner:
(1) Five billion two hundred fifty million dollars ($5,250,000,000) to be deposited in the Housing Rehabilitation Loan Fund established pursuant to Section 50661 to be used for the Multifamily Housing Program authorized by Chapter 6.7 (commencing with Section 50675) of Part 2. At least 10 percent of assisted units in each development receiving these funds shall be affordable to extremely low income households. (2) One billion seven hundred fifty million dollars ($1,750,000,000) to be deposited in the Housing Rehabilitation Loan Fund established pursuant to Section 50661 to be used for supportive housing, as defined in Section 50675.14, pursuant to the Multifamily Housing Program authorized by Chapter 6.7 (commencing with Section 50675) of Part 2. The department shall offer capitalized operating subsidy reserves for supportive housing units in developments receiving these funds.
(3) One billion five hundred million dollars ($1,500,000,000), to be appropriated by the Legislature, to preserve or rehabilitate existing subsidized or unsubsidized rental housing through the following programs:
(A) The program commonly known as the Portfolio Reinvestment Program established pursuant to Chapter
5.5 (commencing with Section 50606) of Part 2.
(B) The Energy Efficiency Low-Income Weatherization Program established pursuant to Section 12087.5 of the Government Code.
(C) A program, to be administered by the Department of Housing and Community Development, to fund the acquisition and rehabilitation of unrestricted housing units and attach long-term affordability restrictions on the housing units, while safeguarding against the displacement of current residents. It is the intent of the Legislature that the specific criteria establishing eligibility for and use of the funds shall be established in statute.
(4) One billion dollars ($1,000,000,000), to be appropriated by the Legislature, to provide homeownership opportunities through the following programs:
(A) The CalHome Program established pursuant to Chapter 6 (commencing with Section 50650) of Part 2. (B) The home purchase assistance program established pursuant to Chapter 6.8 (commencing with Section 51341) of Part 3.
942
7/5/23, 9:30 AM Bill Text - AB-1657 The Affordable Housing Bond Act of 2024. https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202320240AB1657 3/5 (5) Five hundred million dollars ($500,000,000), to be appropriated by the Legislature, for the following programs:
(A) The Joe Serna, Jr. Farmworker Housing Grant Program pursuant to Chapter 3.2 (commencing with Section 50515.2) of Part 2.
(B) A dedicated, flexible, and comprehensive state program designed for, and in consultation with, tribes, which shall be administered by the Department of Housing and Community Development, to finance housing and housing-related activities that will enable tribes to rebuild and reconstitute their communities.
It is the intent of the Legislature that the specific criteria establishing eligibility for and use of the funds shall be established in statute.
54056. (a) The Legislature may, from time to time, amend any law related to programs to which funds are, or have been, allocated pursuant to this chapter for the purposes of improving the efficiency and effectiveness of those programs or to further the goals of those programs. (b) The Legislature may amend this chapter to reallocate the proceeds of bonds issued and sold pursuant to this part among the programs to which funds are to be allocated pursuant to this chapter as necessary to effectively promote the development of affordable housing in this state. (c) The Department of Housing and Community Development may disburse any funds made available to housing development projects pursuant to this chapter during the construction period.
CHAPTER 3. Fiscal Provisions
54060. Bonds in the total amount of _____ ten billion dollars ($_____), ($10,000,000,000), exclusive of refunding bonds issued pursuant to Section 54076, or so much thereof as is necessary as determined by the committee, are hereby authorized to be issued and sold for carrying out the purposes expressed in this part and to reimburse the General Obligation Bond Expense Revolving Fund pursuant to Section 16724.5 of the Government Code. All bonds herein authorized that have been duly issued, sold, and delivered as provided herein shall constitute valid and binding general obligations of the state, and the full faith and credit of the state is hereby pledged for the punctual payment of both principal of and interest on those bonds when due. 54062. The bonds authorized by this part shall be prepared, executed, issued, sold, paid, and redeemed as provided in the State General Obligation Bond Law (Chapter 4 (commencing with Section 16720) of Part 3 of Division 4 of Title 2 of the Government Code), except subdivisions (a) and (b) of Section 16727 of the Government Code, and all of the provisions of that law as amended from time to time apply to the bonds and to this part, except as provided in Section 54078, and are hereby incorporated in this part as though set forth in full in this part.
54064. (a) Solely for the purpose of authorizing the issuance and sale, pursuant to the State General Obligation Bond Law, of the bonds authorized by this part, the committee is continued in existence. For the purposes of this part, the Housing Finance Committee is “the committee” as that term is used in the State General Obligation Bond Law.
(b) For the purposes of the State General Obligation Bond Law, the Department of Housing and Community Development is designated the “board” for programs administered by the department, and the California Housing Finance Agency is the “board” for programs administered by the agency. 54066. Upon request of the board stating that funds are needed for purposes of this part, the committee shall determine whether or not it is necessary or desirable to issue bonds, and, if so, the amount of bonds to be issued and sold. Successive issues of bonds may be authorized and sold to carry out those actions progressively, and are not required to be sold at any one time. Bonds may bear interest subject to federal income tax. 54068. There shall be collected annually, in the same manner and at the same time as other state revenue is collected, a sum of money in addition to the ordinary revenues of the state, sufficient to pay the principal of, and interest on, the bonds each year. It is the duty of all officers charged by law with any duty in regard to the collections of state revenues to do or perform each and every act that is necessary to collect that additional sum. 54070. Notwithstanding Section 13340 of the Government Code, there is hereby continuously appropriated from the General Fund in the State Treasury, for the purposes of this part, an amount that will equal the total of both of the following:
943
7/5/23, 9:30 AM Bill Text - AB-1657 The Affordable Housing Bond Act of 2024. https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202320240AB1657 4/5 (a) The sum annually necessary to pay the principal of, and interest on, bonds issued and sold pursuant to this part, as the principal and interest become due and payable. (b) The sum that is necessary to carry out Section 54074, appropriated without regard to fiscal years. 54072. The board may request the Pooled Money Investment Board to make a loan from the Pooled Money Investment Account, in accordance with Section 16312 of the Government Code, for purposes of this part. The amount of the request shall not exceed the amount of the unsold bonds that the committee has, by resolution, authorized to be sold, excluding any refunding bonds authorized pursuant to Section 54076, for purposes of this part, less any amount loaned pursuant to this section and not yet repaid and any amount withdrawn from the General Fund pursuant to Section 54074 and not yet returned to the General Fund. The board shall execute any documents as required by the Pooled Money Investment Board to obtain and repay the loan. Any amount loaned shall be deposited in the fund to be allocated in accordance with this part. 54074. For purposes of carrying out this part, the Director of Finance may, by executive order, authorize the withdrawal from the General Fund of an amount or amounts not to exceed the amount of the unsold bonds that the committee has, by resolution, authorized to be sold, excluding any refunding bonds authorized pursuant to Section 54076, for purposes of this part, less any amount loaned pursuant to Section 54072 and not yet repaid and any amount withdrawn from the General Fund pursuant to this section and not yet returned to the General Fund. Any amounts withdrawn shall be deposited in the fund to be allocated in accordance with this part. Any moneys made available under this section shall be returned to the General Fund, plus the interest that the amounts would have earned in the Pooled Money Investment Account, from moneys received from the sale of bonds that would otherwise be deposited in that fund.
54076. The bonds may be refunded in accordance with Article 6 (commencing with Section 16780) of Chapter 4 of Part 3 of Division 4 of Title 2 of the Government Code. Approval by the electors of this act shall constitute approval of any refunding bonds issued to refund bonds issued pursuant to this part, including any prior issued refunding bonds. A bond refunded with the proceeds of a refunding bond as authorized by this section may be legally defeased to the extent permitted by law in the manner and to the extent set forth in the resolution, as amended from time to time, authorizing that refunded bond. 54078. Notwithstanding any provisions in the State General Obligation Bond Law, the maturity date of bonds authorized by this part shall not be later than 35 years from the date of each bond. The maturity of each series shall be calculated from the date of issuance of each bond. 54080. The Legislature hereby finds and declares that, inasmuch as the proceeds from the sale of bonds authorized by this part are not “proceeds of taxes” as that term is used in Article XIII B of the California Constitution, the disbursement of these proceeds is not subject to the limitations imposed by that article. 54082. Notwithstanding any provision of the State General Obligation Bond Law with regard to the proceeds from the sale of bonds authorized by this part that are subject to investment under Article 4 (commencing with Section 16470) of Chapter 3 of Part 2 of Division 4 of Title 2 of the Government Code, the Treasurer may maintain a separate account for investment earnings, may order the payment of those earnings to comply with any rebate requirement applicable under federal law, and may otherwise direct the use and investment of those proceeds so as to maintain the tax-exempt status of tax-exempt bonds and to obtain any other advantage under federal law on behalf of the funds of this state.
54084. (a) Subject to subdivision (b), all moneys derived from premiums and accrued interest on bonds sold pursuant to this part shall be transferred to the General Fund as a credit to expenditures for bond interest. (b) Amounts derived from premiums may be reserved and used to pay the costs of bond issuance before transfer to the General Fund.
SEC. 2. Section 1 of this act shall become operative upon the adoption by the voters of the Affordable Housing Bond Act of 2024.
SEC. 3. Section 1 of this act shall be submitted to the voters at the November March 5, 2024, statewide election in accordance with provisions of the Government Code and the Elections Code governing the submission of a statewide measure to the voters.
SEC. 4. This act is an urgency statute necessary for the immediate preservation of the public peace, health, or safety within the meaning of Article IV of the California Constitution and shall go into immediate effect. The facts 944
7/5/23, 9:30 AM Bill Text - AB-1657 The Affordable Housing Bond Act of 2024. https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202320240AB1657 5/5 constituting the necessity are:
In order to maximize the time available for the analysis and preparation of the proposed issuance of bonds pursuant to this act, it is necessary that this act take effect immediately. 945
SIDE LETTER OF AGREEMENT TO THE MEMORANDUM OF UNDERSTANDING BETWEEN THE
OAKLEY POLICE OFFICERS ASSOCIATION AND THE CITY OF OAKLEY This Side Letter of Agreement is entered into by and between the Oakley Police Officers Association and the City of Oakley effective July 1, 2022. The items listed in this Agreement shall supersede any provisions included in the current Memorandum of Understanding (MOU). The parties agree to the following Terms and Conditions:
2. Special Assignments
g. Police Liaison - Special Services Team (SST)
Any employee assigned to SST shall receive a five percent (5%) augmentation to base salary in the first full pay period following being assigned to SST.
City of Oakley Oakley Police Officers' Association
Joshua McMurray, City Manager Date Tyler Radcliffe, President Date DocuSign Envelope ID: A9260440-055E-4EA3-A240-21CB40608BDD 6/21/2023 6/21/2023
103 946
DocuSign Envelope ID: A9260440-055E-4EA3-A240-21CB40608BDD 104 947