Cities Index.
Agenda packet

Placentia City Council
November 7, 2023

Document
Agenda packet
Meeting
November 7, 2023
Body
Placentia City Council
Pages
34
Original file
1.1 MB
Text extracted from the city's file for reading and search. Open the original on portal.laserfiche.com. That file is the official record.

DISCUSSION:

Dr. Lawrence de Graaf has served on the Historical Committee since March 4, 1986, and is a founding member of the Committee. Dr. de Graaf, a former history professor at California State University, Fullerton, has made a multitude of contributions to the Committee. Most notable are his contributions with the creation of the citywide "Plaque Project" where the most prominent historical homes are recognized for their historical merits by the installation of a plaque and spearheading the City of Placentia's 1989 and 2002 citywide historical survey which locally designated and protected numerous homes of historical value. Dr. Larwrence de Graaf has indicated his desire to resign from the Committee via correspondence dated October 7, 2023.

Appointment to this and other vacancies are anticipated to be made as part of the City's Commission/Committee application/recruitment process.

Prepared by:
akthr,
Andrew Gonzales
Planning Manager
Reviewed and approved:
oseph Lambert Damien R. Arrula
Development Services Director
City Administrator
Attachment:

Resignation Correspondence from Dr. Lawrence de Graaf

7 October, 2023
Dear Andrew,
I am writing to formally retire from the Placentia Historical Committee. I do this with some regrets, for I've enjoyed the activities of that committee and the contributions those on it have made to preserving and recording the city's history. But I am feeling my age and limitations, and I feel it is time to give my seat to another person.

I will remain available for occasional activities and ideas for projects if my areas of expertise could be helpful. I am interested in seeing my history of the city updated to the present. I have already contacted the history department at CSUF enquiring about any students or faculty who might be interested in this project.

Please pass along my best wishes to committee members; it has been a real pleasure working with all of you.

Warm regards,
REEVED
OCT 10ail
PLAMNIN§

Placentia Cit Council

AGENDA REPORT
TO: CITY COUNCIL
VIA: CITY ADMINISTRATOR
FROM: DIRECTOR OF DEVELOPMENT SERVICES
DATE: NOVEMBER 7, 2023
SUBJECT: ACCEPTANCE OF RESIGNATION FROM THE HISTORICAL COMMITTEE FISCAL
IMPACT: NONE
SUMMARY:

The City has received a letter of resignation from Historical Committee Member Stephen Morgan.

This action accepts the above indicated resignation and extends the City's appreciation for his service to the community.

RECOMMENDATION
It is recommended that the City Council take the following actions:

1. Accept the resignation of Stephen Morgan from the Historical Committee; and

2. Update the City's master Commission/Committee vacancy list to include the vacancy on the Historical Committee.

STRATEGIC PLAN STATEMENT:

This item is consistent with the City Council approved 5 -Year Strategic Goals to:

Increase Community Engagement (Goal 4), as this action will accept the resignation of a Historical Committee member, resulting in an additional opportunity for a community member to serve on the Historical Committee and become engaged with the community. This item also furthers Goal 8 to Improve City Governance as the nine -member Historical Committee requires full membership to operate optimally, and this action accepts the resignation of a member and recommends the future appointment of a total of one Historical Committee member, resulting in a full nine -member Committee established by City Council Resolution No. R-2014-29.

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DISCUSSION:

Stephen Morgan has served on the Historical Committee since May 16, 2023. Mr. Morgan has indicated his desire to resign from the Committee via correspondence dated October 23, 2023.

Appointment to this and other vacancies are anticipated to be made as part of the City's Commission/Committee application/recruitment process.

Prepared by:

Andrew Gonzales ( I
Planning Manager
Reviewed and approved:

Joseph Lambert
Development Services Director
Damien R Arrula
City Administrator
Attachment:

Resignation Correspondence from Stephen Morgan

Andrew Gonzales
From:

Sent:

To:

Subject:

Follow Up Flag:

Flag Status:

Steve Morgan
Monday, October 23, 2023 10:41 AM
Andrew Gonzales
Re: Historical Committee Meeting - October 24, 2023
Follow up
Flagged
Andrew per our discussion this is to confirm I I'm standing down on my position with the Historical Committee . I want to thank for all your time and effort.

Steve Morgan
On Wed, Oct 18, 2023 at 4:12 PM, Andrew Gonzales wrote:

Hello Committee Members,
The Historical Committee Meeting will be held on Tuesday, October 24, 2023, at 6:00 p.m. in the Placentia Library's History Room, located at 411 E. Chapman Avenue. Attached is the Historical Committee Meeting Agenda (10/24/23 for your review with a hard copy of the draft minutes to be provided to you at the meeting. Should you be unable to attend the meeting, please reply to this email no later than 6:00 p.m. on Monday, October 23`d Have a great weekend and see you at the meeting!
Regards,
Andrew Gonzales I Planning Manager I Development Services Department City of Placentia 1401 E. Chapman Ave. Placentia, CA 92870 Ph.: (714) 993-8218 I Fax: (714) 528-4640 I Email: [email protected] Download the iPlacentia Mobile App:
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1 TO:

VIA:

FROM:

DATE:

SUBJECT:

Placentia Cit Council

AGENDA REPORT

CITY COUNCIL

CITY ADMINISTRATOR

DIRECTOR OF COMMUNITY SERVICES
NOVEMBER 7, 2023

RESOLUTION AUTHORIZING TEMPORARY SUSPENSION OF REGULATORY ORDINANCE SECTION 10.28.010 TO FACILITATE THE PLACENTIA

FOUNDERS SOCIETY'S HOLIDAY SPECIAL EVENT SCHEDULED FOR
SUNDAY, DECEMBER 3, 2023
FISCAL
IMPACT: NONE
SUMMARY:

The Placentia Founders Society ("Founders") is a local 501(C)3 nonprofit organization that supports the preservation and promotion of the historic Bradford House. Periodically, the Founders host "members only" events at the Bradford House to raise funds towards maintaining the facility and to thank the members for their contributions throughout the year. To facilitate this event, a certain regulatory ordinance section must be temporarily suspended pursuant to Section

1.14.020 of the Placentia Municipal Code. This action approves a resolution which temporarily suspends §10.28.010 of the Placentia Municipal Code (PMC) to facilitate the Founders' Holiday Special Event on Sunday, December 3, from 5:00 p.m. to 9:00 p.m.

RECOMMENDATION
It is recommended that the City Council take the following action:

1. Adopt Resolution No. 2023-83, A Resolution of the City Council of the City of Placentia, California, authorizing the temporary suspension of regulatory Ordinance Section

10.28.010 of the Placentia Municipal Code to facilitate the Placentia Founders Society's Holiday special event scheduled for Sunday, December 3, 2023 from 5:00 p.m. to 9:00 p.m.; and b) granting authority to the City Administrator or his/her designee to authorize the temporary suspension of the regulatory ordinance Section 10.28.010 of the Placentia Municipal Code for the operation of the Founders' Society Holiday Special Event held annually in December for the next five (5) years through 2028 STRATEGIC PLAN STATEMENT:

There is no specific strategic planning goal or objective associated with this agenda item.

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City Council Agenda
November 7, 2023

Page 2 of 2 ends

DISCUSSION:

The Founders host events periodically at the historic Bradford House located at 136 E. Palm Drive, Placentia. The Founders typically request a waiver of the "No Alcohol" policy from the City Council prior to each event. This request includes the Holiday event to be held in December 2023.

The Founders plan to serve wine and food at the Holiday event. This request is for the special event scheduled for Sunday, December 3, 2023 from 5:00 p.m. to 9:00 p.m. The December 3rd event is the annual Holiday Mixer and will feature food and beer and wine. In order to serve alcohol at the event, Section 10.28.010 of the PMC, which prohibits the consumption of alcohol on public property, will need to be temporarily suspended by the City Council during the Holiday event.

In addition, as this is an event which has been occurring for many years under similar terms and conditions, in order to maximize efficiency for this annual event, Staff is requesting the City Council grant authority to the City Administrator or his/her designee to authorize the temporary suspension of the regulatory ordinance Section 10.28.010 of the Placentia Municipal Code for the operation of the Founder's Society Holiday Special Event held annually in December for the next five (5) years through 2028. This authority has been incorporated in the proposed resolution.

FISCAL IMPACT:

There is no fiscal impact related to the adoption of Resolution No. 2023-83 granting approval of the Founders Holiday event at the Bradford House.

Prepared by:

Veronicabr't"iz
Reviewed and appr
li
Karen Crocke
Deputy Director o -Community Services Director of Community Services Reviewed and approved by:

Damien R. Arrula
City Administrator
Attachments:

1. Letter from the Placentia Founder's Society

2. Resolution R-2023-83 — Waiver for Founder's Society Holiday Special Event

THE

BRADFORD
HOUSE
October 20, 2023
Placentia City Council
401 E. Chapman Ave.

Placentia, CA 92870
To Whom it may concern,

PLACENTIA FOUNDERS SOCIETY
136 Palm Circle
Placentia, CA 92870
714-993-2470
The Placentia Founders Society is requesting a waiver of the "no alcohol" policy for an event at the Bradford House, 136 Palm Circle, Placentia. At this event we will be serving beer and wine to our members along with food. The alcohol will be served by a PFS board member.

Our annual Holiday Party will be held on December 3rd from 5-9pm.

We appreciate your continued support of the Placentia Founders Society and the Bradford House and we look forward to your approval. If you have any questions, please contact me directly at 714-944-4539.

Eric Holmgren
President, Placentia Founders Society

RESOLUTION NO. R-2023-83

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, AUTHORIZING THE

TEMPORARY SUSPENSION OF REGULATORY
ORDINANCE SECTION 10.28.010 OF THE PLACENTIA

MUNICIPAL CODE TO FACILITATE THE PLACENTIA

FOUNDERS SOCIETY'S HOLIDAY MIXER SPECIAL EVENT
SCHEDULED FOR DECEMBER 3, 2023
A. Recitals.
(i). The City of Placentia adopted Ordinance No.0-2008-10 which amended Title 1 of the Placentia Municipal Code by adding Chapter 1.14 allowing the City Council the discretion to temporarily suspend specific ordinances during special events when it has been determined that the public welfare and interest will be served by such suspension; and
(ii). The City Council finds that certain events of public interest may benefit the City, including recognition of historical landmarks and community volunteers, by generating favorable publicity, and by enhancing a marketable image for the City. (iii). All legal prerequisites to the adoption of this Resolution have occurred.

B. Resolution.

NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Placentia does hereby declare that:

1. In all respects as set forth in the Recitals, Part A., of this Resolution.

2. The City temporarily suspends Placentia Municipal Code § 10.28.010 relative to the controlled use of alcohol in a public place during the Placentia Founders Society special event at the Bradford House on Sunday, December 3, 2023 from 5:00 p.m. to 9:00 p.m., and

3. The specified section of the Placentia Municipal Code (Section 10.28.010) shall remain in full force and effect throughout the remainder of the City.

4. The City Council additionally grants authority to the City Administrator or his/her designee to authorize the temporary suspension of the regulatory ordinance Section

10.28.010 of the Placentia Municipal Code for the operation of the Founders' Society Holiday Special Event held annually in December for the next five (5) years through 2028.

Resolution R-2023-83 ATTACHMENT 2

Page 1 of 2 ends

PASSED, APPROVED and ADOPTED this 7th day of November 2023.

Ward Smith, Mayor
ATTEST:

Robert S. McKinnell, City Clerk

STATE OF CALIFORNIA

COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council of the City of Placentia, held on the 7th day of November 2023 by the following vote:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:

ABSTAIN: Councilmembers:

Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
Resolution R-2023-83 ATTACHMENT 2

Page 2 of 2 ends

TO:

VIA:

FROM:

DATE:

SUBJECT:

Placentia Cit Council

AGENDA REPORT

CITY COUNCIL

CITY ADMINISTRATOR

DIRECTOR OF COMMUNITY SERVICES
NOVEMBER 7, 2023

RESOLUTION AUTHORIZING TEMPORARY SUSPENSION OF REGULATORY ORDINANCE SECTIONS 23.76.050 AND 10.28.010 FOR THE OPERATION OF THE 29TH ANNUAL TAMALE FESTIVAL SCHEDULED FOR THURSDAY, DECEMBER 7, 2023
FISCAL
IMPACT: ESTIMATED EXPENSE: $.48,500 (104073 GENERAL FUND) ESTIMATED OFFSETTING REVENUE: $ 45,000
SUMMARY:

For over 28 years, the Placita Santa Fe Merchants Association ("Merchants Association") and the City of Placentia ("City") have held the annual Tamale Festival in the historic Oldtown area. The positive working relationship between the City and the Merchants association has resulted in a time-honored tradition and event that is visited by thousands of attendees throughout southern California each year. Last year, due to lack of volunteers, and the lingering effects of the COVID- 19 pandemic on the local businesses, the Merchants Association made the difficult decision to not operate the Tamale Festival event. To continue this beloved tradition, which has been woven into the fabric of the City's community events, the City took the lead role in planning and the implementation of the event. This year, Staff is recommending that the City continue take the lead role in the planning and implementation of the Tamale Festival event permanently.

To facilitate this event, certain regulatory ordinance sections must be temporarily suspended pursuant to Section 1.14.020 of the Placentia Municipal Code. In addition, due to the size and location of the event, and based upon the costs for the 2022 Tamale Festival event, the estimated cost of these services is approximately $48,500. It is anticipated that revenue generated from the event will be approximately $45,000 from vendor booth fees, therefore, the net cost to the City is estimated to be approximately $3,500.

This item requests the approval for the operation of the 29th annual Tamale Festival event and the adoption of a resolution temporarily suspending certain regulatory ordinances to allow the Tamale Festival to be held on December 7, 2023 in the historic Oldtown area.

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RECOMMENDATION:

It is recommended that the City Council take the following actions:

1. Approve the 29th annual Tamale Festival to be a City operated event and approve the expenditures associated with the operation of the Tamale Festival on December 7, 2023; and

2. Adopt Resolution No. R-2022-84, a Resolution of the City Council of the City of Placentia, California, a) authorizing the temporary suspension of regulatory ordinance Sections

23.76.050 and 10.28.010 of the Placentia Municipal Code for the operation of the Tamale Festival on December 7, 2023, on the 100 and 200 Blocks of Santa Fe Avenue and Bradford Avenue; and b) granting authority to the City Administrator or his/her designee to authorize the temporary suspension of the regulatory ordinance Sections 23.76.050 and 10.28.10 of the Placentia Municipal Code for the operation of the Tamale Festival held annually in December for the next five (5) years through 2028.

STRATEGIC PLAN STATEMENT:

There is no specific strategic planning goal or objective associated with this agenda item.

DISCUSSION:

Prior to 2022, Placita Santa Merchants Association ("Merchants Association") led the planning and implementation of the Tamale Festival event with the assistance of City support services. The event is widely known, draws large crowds, and has become a cherished tradition in the Placentia community.

The Tamale Festival will celebrate its 29th anniversary on Thursday, December 7, 2023. The event has been traditionally hosted by the Merchants Association with the City of Placentia ("City") staff support from Police, Public Works, Fire Life and Safety, and the Community Services Departments. In 2022, due to lack of volunteers and the lingering effects of the COVID-19 pandemic on the local businesses, the Merchants Association made the difficult decision not to operate the Tamale Festival. The City took on the lead role of planning and implementing the 2022 Tamale Festival event. To continue the tradition of this beloved community event, Staff is recommending that the City continue to take the lead in the planning and implementation of the Tamale Festival event for 2023.

The event will include food booths featuring a variety of restaurants, business and Non -Profit booths, live entertainment, a visit and gifts from Santa Claus, a kid's game area, a live nativity scene, and a Holiday Tree Lighting. In addition, beer and wine booths will be operated by different vendors.

The event area will include the 100 and 200 blocks of Santa Fe Avenue and Bradford Avenue.

The Community Services Department will lead the event planning and implementation and will directly handle event vendors, general logistics, and Health Department approval. The Public Works Department will be responsible for overseeing the closure of the event streets and parking

City Council Agenda
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lots, and electrical logistics. The Police Department and the Fire and Life Departments shall oversee the safe operation of the event and provide medical and first aid assistance.

Additionally, the suspension of the following two (2) sections of the Placentia Municipal Code is necessary to conduct the event:
(1) Section 23.76.050 to allow for amplified sound which may exceed the noise level standards on Santa Fe Avenue and Bradford Avenue; and
(2) Section 10.28.010 to allow the consumption of alcohol on public property.

The attached Resolution temporarily suspends the two (2) sections of the Placentia Municipal Code to facilitate the event.

In addition, as this is an event which has been reoccurring for many years under similar terms and conditions, and in order to maximize efficiency for this annual event, Staff is requesting the City Council grant authority to the City Administrator or his/her designee to authorize the temporary suspension of the regulatory ordinance Sections 23.76.050 and 10.28.10 of the Placentia Municipal Code for the operation of the Tamale Festival held annually in December for the next five (5) years through 2028. This authority has been incorporated in the proposed resolution.

FISCAL IMPACT:

The City's subsidy for the 2022 Tamale Festival event totaled approximately $6,500.00 for the 2023 event, Staff anticipates an increase in revenue, resulting in a decrease in subsidy compared to the 2022 event. It is expected that the increase in revenue will be generated from a larger number of vendors participating, an increase in beer garden sales as this year a cashless option to accept credit and debit cards will be implemented, and an estimated savings in entertainment costs. While the City's goal for the event is to eventually achieve a zero subsidy for the operation of the Tamale Festival event, Staff recommends increasing vendor fees gradually by evaluating vendor fees annually based on the current Consumer Price Index (CPI).

Based on the 2022 event actual expenditures, the estimated General Fund expenditures for personnel and equipment that will be needed to support the 2023 Tamale Festival event is approximately $48,500, which was included in the FY 2023-24 budget. It is anticipated that revenue generated from the 2023 event will be approximately $45,000 based actual revenue generated from the 2022 event and the planned changes for the 2023 event, resulting in a net cost to the City of approximately $3,500.

Prepared by: Re\\,/iewed and approved:
nl�
Veronica Ortiz
Deputy Director of CommurPiity Services
Karen Crocker
Director of Community Services

City Council Agenda
November 7, 2023

Page 4 of 4 ends

Reviewed and approved:

Reviewed and approved:

Jennre(Campman
Director of Finance
Damien R. Arrula
City Administrator
Attachment:

Resolution No. R-2023-84 — Temporary Suspension of Regulatory Ordinance

RESOLUTION NO. R-2023-84

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
PLACENTIA. CALIFORNIA, AUTHORIZING THE

TEMPORARY SUSPENSION OF REGULATORY
ORDINANCE SECTIONS 23.76.050 AND 10.28.010 OF THE

PLACENTIA MUNICIPAL CODE FOR THE OPERATION OF
THE TAMALE FESTIVAL ON DECEMBER 7, 2023 ON THE
100 AND 200 BLOCKS OF SANTA FE AVENUE AND THE

BRADFORD AVENUE
A. Recitals.
(i) The City of Placentia adopted Ordinance No. O-2008-10 which amended Title 1 of the Placentia Municipal Code by adding Chapter 1.14 allowing the City Council the discretion to temporarily suspend specific Ordinances during special events when it has been determined that the public welfare and interest will be served by such suspension. (ii) The City Council finds that certain events of broad public interest may benefit the City and the City's economy by attracting large numbers of visitors, by generating favorable publicity, and by enhancing a marketable image for the City.

B. Resolution.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY FIND, DETERMINE AND RESOLVE AS FOLLOWS:

1. In all respects as set forth in the Recitals, Part A., of this Resolution.

2. The City temporarily suspends Placentia Municipal Code Section 23.76.050 relative to use of amplified music which may exceed the noise standards during the Tamale Festival on 100 and 200 Blocks of Santa Fe Avenue and Bradford Avenue on Thursday, December 7, 2023, from 4:00 p.m. to 10:00 p.m.

3. The City temporarily suspends Placentia Municipal Code Section 10.28.010 relative to the controlled use of alcohol in a public place during the Tamale Festival on 100 and 200 Blocks of Santa Fe Avenue and Bradford Avenue on Thursday, December 7, 2023, from 4:00 p.m. to 10:00 p.m.

4. The specified sections of the Placentia Municipal Code (Sections 23.76.050 and 10.28.010) shall remain in full force and effect throughout the remainder of the City.

5. The City Council additionally grants authority to the City Administrator or his/her designee to authorize the temporary suspension of the regulatory ordinance Sections 23.76.050 and 10.28.10 of the Placentia Municipal Code for the operation of the Tamale Festival held annually in December for the next five (5) years through 2028.

Resolution R-2023-84 ATTACHMENT

Page 1 of 2 ends

6. This Resolution shall take effect from and after its date of adoption.

PASSED, ADOPTED AND APPROVED this 7th day of November 2023.

Ward Smith, Mayor
ATTEST:

Robert S. McKinnell, City Clerk

STATE OF CALIFORNIA

COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council of the City of Placentia, held on the 7th day of November 2023, by the following vote:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:

ABSTAIN: Councilmembers:

Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
Resolution R-2023-84 ATTACHMENT

Page 2 of 2 ends

TO:

VIA:

FROM:

DATE:

SUBJECT:

Placentia City Council

AGENDA REPORT

CITY COUNCIL

CITY ADMINISTRATOR

COMMUNICATIONS AND MARKETING MANAGER
NOVEMBER 7, 2023

AWARD OF PROFESSIONAL SERVICES AGREEMENT TO COMMUNICATIONS

LAB FOR CREATION OF FIVE-YEAR COMMUNICATIONS AND MARKETING

STRATEGIC PLAN
FISCAL EXPENSE: $42,500 TOTAL PROJECT COST
IMPACT: BUDGETED: $50,000 (109800-6770 JL#24904)
SUMMARY:

This proposed agreement with Communications Lab provides for the creation of a five (5) year Communications and Marketing Strategic Plan. The Plan will provide a roadmap to improved communication efforts and efficiencies and a vision for the Communications and Marketing Division structure. It will also guide the City in building upon current progress toward developing premier Citywide communications and branded content for the Placentia community that addresses a wide range of communications preferences. This action will award an agreement with Communications Lab in the amount of $42,500.

RECOMMENDATION
It is recommended that the City Council take the following actions:

1. Approve a Professional Services Agreement with Communications Lab for a five (5) year Communications and Marketing Strategic Plan in an amount not -to -exceed $42,500; and

2. Reject all other proposals received; and

3. Authorize the City Administrator and/or his designee to execute all necessary documents in a form approved by the City Attorney.

STRATEGIC PLAN STATEMENT:

This item conforms to Strategic Plan Goal 4 and Objectives 4.1 and 4.2 of Increasing Community Engagement.

1.h.

Nov. 07, 2023

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DISCUSSION:

Recognizing the importance of effective communications and marketing strategies to improve community engagement, attract businesses, and promote Placentia's growth and unique attributes, the City initiated a Request for Proposals to identify a highly qualified firm to create a five (5) year Communications and Marketing Strategic Plan. This Plan will help guide the City in building upon current progress toward developing premier Citywide communications and branded content for the Placentia community. It will allow the City to utilize resources most effectively to communicate its strengths, values, and vision to our residents and throughout the region. A five (5) year Strategic Plan will also help the City with attracting investment, tourism and event promotion, community engagement, crisis management, consistency and branding, effective resource allocation, and long-term vision planning.

The City released a Request for Proposals for a Communications and Marketing Strategic Plan and received a total of nine proposals. Each proposal was evaluated based upon the firm's experience, qualifications, and ability to complete the project on time and within budget. The two top bidders were invited to interview and present their qualifications for the project, as listed below.

The selection committee then rated each firm based upon their qualifications and experience with creating other strategic communications and marketing plans and their understanding and proposed approach to Placentia's project and timeline. Once interviews with the top two bidders were completed, the City also conducted reference checks for both firms.

Name of Company
Bid Amount
3fold Communications
$69,900
Degrave Communications
$52,600
Mozaic Media and Communications
$50,000
Murakawa Communications
$49,374
Raftelis
$47,765
Counterintuity
$47,500
Communications Lab
$42,500
Black Digital
$40,000
California Public Relations & Advocacy
$21,580
Based upon the ranking criteria, Communications Lab received the highest ranking.

Communications Lab offers the following:
• Over ten years of public and private sector experience, with a strong focus on marketing, community outreach, and digital strategies.
• Their capabilities include:
o Public Relations
o Media Training
o Graphic Design
o Video Production
o Social & Digital Strategies
o Copywriting
o Strategic Planning

City Council Agenda
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• They have worked with many Southern California public agencies, including the cities of Anaheim, Cypress, Lake Forest, Santa Ana, and Huntington Beach, Orange County Transportation Authority, County of Orange, North Orange County Public Safety Collaborative, and more.

Communications Lab exhibits the capability, capacity, and experience to perform the work required under the request for proposals.

Under the Agreement, Communications Lab will provide the following services:
• Interviews with key stakeholders
• Initiate a community survey and provide data
• Conduct a comprehensive audit of the City's current brand usage and the various channels by which it communicates
• The creation of social media calendars for organizing and planning for future posts to increase the City's visibility on social media
• Assistance with content creation for social media
• The development of prepared talking points for City staff to utilize when talking to the community on a variety of topics
• The development of a template for the City to use to accurately track reach, impressions, and message acceptance of social media posts
• The creation of the Plan and a roadmap forward, which will include key findings, identifying target audiences, preferred communication channels, key messages, and metrics for success. The Plan will also revamp the City's existing Style Guide for use City-wide, and provide training to internal staff on effectively using the City Style Guide to ensure consistency across the organization
• Media training and social media training for City staff and elected officials FISCAL IMPACT:

The agreement with Communications Lab is for$42,500. The cost for these services was included in the Fiscal Year 2023-24 Capital Improvement Project Budget. As such, sufficient funds exist for the recommended action.

Prepared by:

Drulias
mirhications and Marketing Manager
Reviewed and approved:
ear nett 9ega
ep.�ty Director of Administrative Services

City Council Agenda
November 7, 2023

Page 4 of 4 ends

Reviewed and approved:

Damien R. Arrula
City Administrator
Attachments:

1. Professional Services Agreement with Communications Lab

2. Communications and Marketing Plan Request for Proposals

CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT

WITH COMMUNICATIONS LAB
THIS AGREEMENT is made and entered into this 7th day of November 2023, by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and COMMUNICATIONS LAB, a California Limited Liability Company ("Consultant").

WITNESSETH:

A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to provide the creation of a five-year Communications and Marketing Strategic Plan, as more fully described herein; and
B. WHEREAS, Consultant represents that it has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties and liabilities in connection with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.

NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:

1.0. SERVICES PROVIDED BY CONSULTANT

1.1. Scope of Services. Consultant shall provide the professional services described in Consultant's Proposal ("Proposal"), attached hereto as Exhibit "A" and incorporated herein by this reference.

1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.

1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
(a) Meet with Consultant to review the quality of the work and resolve the

matters of concern;
(b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or
(c) Terminate the Agreement as hereinafter set forth.

1.4. Warranty. Consultant warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State and local laws and ordinances applicable to the services required under this Agreement. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above -mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement.

1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. Such actions shall include, but not be limited to the following:
employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training, including apprenticeship. Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.

Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant shall state that all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, marital status, national origin, or mental or physical disability. Consultant shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.

1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.

1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Consultant may engage during the term of this Agreement.

1.8. Confidentiality. Employees of Consultant in the course of their duties may have access to financial, accounting, statistical, and personnel data of private individuals and 2 Communications Lab

employees of City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement.

2.0. COMPENSATION AND BILLING

2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A." Consultant's total compensation shall not exceed forty-two thousand and five hundred dollars ($ 42,500.00).

2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal or which is inconsistent with or in violation of the provisions of this Agreement unless the City or the Project Manager for this Project, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable.

Should the City request in writing additional services that increase the hereinabove described "SCOPE OF SERVICES", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services.

2.3. Method of Billing. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice.

Each invoice shall describe in detail, the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.

2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.

3.0. TIME OF PERFORMANCE

3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A." The Project Schedule may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement.

3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time extension may be mutually agreed upon in writing by the City and the Consultant. The 3 Communications Lab

Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.

4.0. TERM AND TERMINATION

4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of six (6) months, ending on April 30, 2024, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties.

4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending, or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates or abandons a portion of this Agreement such suspension, termination or abandonment shall not make void or invalidate the remainder of this Agreement.

If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.

4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. In ascertaining the professional services actually rendered hereunder up to the 4 Communications Lab

effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.

4.4. Documents. In the event of termination of this Agreement, all documents prepared by Consultant in its performance of this Agreement including, but not limited to, finished or unfinished design, development and construction documents, data studies, drawings, maps and reports, shall be delivered to the City within ten (10) days of delivery of termination notice to Consultant, at no cost to City. Any use of uncompleted documents without specific written authorization from Consultant shall be at City's sole risk and without liability or legal expense to Consultant.

5.0. INSURANCE

5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement all the following minimum scope of insurance coverages with an insurance company admitted to do business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a) Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Consultant maintains higher limits that the specified minimum limits, City requires and shall be entitled to coverage for the high limits maintained by the Consultant.
(b) Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, each incident for bodily injury and property damage.
(c) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident for any employee or employees of Consultant. Consultant agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies.

Before execution of this Agreement by the City, the Consultant shall file with the Public Works Director/City Engineer the following signed certification:
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I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers' Compensation or to undertake self-insurance before commencing any of the work.

The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance, and shall furnish a Certificate of Insurance to the Public Works Director/City Engineer before execution of this Agreement by the City.

The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the consultant to comply with this section.

Neither the CITY nor any of its elected or appointed officials, officers, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant.

If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.

5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions as worded below:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are addition- al insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant."
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self -insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any canceled policy, the City may procure such insurance at Consultant's sole cost and expense."
(c) Other insurance: "The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy."
(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.
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(e) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

5.3. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or self -insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self -insured retention.

5.4. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance and endorsements shall be attached hereto as Exhibit "B" and incorporated herein by this reference.

5.5. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.

6.0. GENERAL PROVISIONS

6.1. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.

6.2. Representatives. The City Administrator or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement.

Consultant shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement.

6.3. Project Managers. City shall designate a Project Manager to work directly with Consultant in the performance of this Agreement. It shall be the Consultant's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Consultant shall refer any decision, which must be made by City, to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.

Consultant shall designate a Project Manager who shall represent it and be its agent in all consultations with City during the term of this Agreement and who shall not be changed by Consultant without the express written approval by the City. Consultant or its Project Manager shall attend and assist in all coordination meetings called by City.

6.4. Notices. Any notices, documents, correspondence or other communications 7 Communications Lab

concerning this Agreement, or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.

IF TO CONSULTANT:

Communications Lab
701 E. Chapman Avenue
Orange, CA 92866
Tel: 949-215-5539
Attn: Arianna Barrios
IF TO CITY:

City of Placentia
401 E. Chapman Avenue
Placentia, CA 92870
Tel: 714-993-8171
Attn: Damien R. Arrula

6.5. Attorneys' Fees. In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.

6.6. Governing Law. This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. Consultant agrees to submit to the personal jurisdiction of such court in the event of such action.

6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.

6.8. Indemnification and Hold Harmless. Consultant agrees to defend, indemnify, hold free and harmless the City, its elected and appointed officials, officers, agents and employees, at Consultant's sole expense, from and against any and all claims, demands, actions, suits or other legal proceedings brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Consultant, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply whenever any claim, action, complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the 8 Communications Lab

sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.

6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.

6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require.

6.12. Ownership of Documents. All findings, reports, documents, information and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at 9 Communications Lab

the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.

Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.

6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information and data, including, but not limited to, computer tapes, discs or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et seq.).

Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 6254.7, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.

6.14. Conflict of Interest. Consultant and its officers, employees, associates and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant and its officers, employees, associates and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute.

6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.

6.16. Prohibited Employment. Consultant will not employ any regular employee of City while this Agreement is in effect.

6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following 10 Communications Lab

order, if applicable: This Agreement, the City's Request for Proposals, the Consultant's Proposal.

6.18. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.

6.19. No Third Party Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.

6.20. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.

6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.

6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement.

6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.

6.24. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.

6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.

6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this 11 Communications Lab

Agreement.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written.

CITY OF PLACENTIA,
A municipal corporation
Date:

Ward Smith, Mayor
ATTEST:

Robert S. McKinnell, City Clerk

CONSULTANT
Date:

Signature
Name and Title
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:

Date:

Christian L. Bettenhausen, City Attorney
APPROVED AS TO INSURANCE:

Date:

Krystle Murillo, Risk Management
APPROVED AS TO CONTENT:
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Date: _
Nicolette Drulias, Communications and Marketing Manager DEPARTMENTAL APPROVAL:

Date:

Name, Title
13 Communications Lab

EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
14 Communications Lab

PLACENTIA
Rich Heritage, Bright Future

CITY OF PLACENTIA

REQUEST FOR PROPOSALS

COMMUNICATIONS AND

MARKETING STRATEGIC PLAN
All Proposals must be received by:

August 7, 2023 at 10:00 a.m., PST
Deadline for all questions is Monday, July 24, 2023 at 5:00 p.m., PST.

Please submit written questions related to this Request For Proposals to Nicolette Vialpando, Communications and Marketing Manager via email at [email protected].

CITY OF PLACENTIA

REQUEST FOR PROPOSALS

COMMUNICATIONS AND MARKETING STRATEGIC PLAN
NOTICE IS HEREBY GIVEN that the City of Placentia is soliciting Request for Proposals (RFP) from well qualified firms to work closely with the City to create a comprehensive Strategic Communications and Marketing Plan.

Firms are solely responsible for ensuring their Proposals are received by the submittal deadline. Proposals should be submitted in PDF format via email, and should be in a format allowing easy download and printing by the City. All pages should be 8 x 11 only, and easily printable and reproducible. Proposals received after the deadline will not be accepted and considered. Proposals must be received by no later than 10:00 a.m., Pacific Standard Time, on August 7, 2023, via email only to:

Nicolette Vialpando
Communications and Marketing Manager
[email protected]
Subject Line: RFP Response Communications and
Marketing Strategic Plan
Proposals must be signed by a representative authorized to bind the company.

Proposals submitted by facsimile or mail are not acceptable and will not be considered. Proposals are to be submitted via email at the email address stated above.

Failure to comply with the requirements set forth in this RFP may result in disqualification. Submitted Proposals may be withdrawn at any time prior to the submission time specified in this RFP, provided notification is received in writing before the submittal deadline. Proposals cannot be changed after the submittal deadline. No handwritten notations or corrections will be allowed.

The City reserves the right to reject all Proposals and to waive any minor informalities or irregularities contained in any Proposal. Acceptance of any Proposal submitted pursuant to this RFP shall not constitute any implied intent to enter into a contract.

The contract award, if any, will be made to the Firm who, in the City's sole discretion, is best able to perform the required services in a manner most beneficial to the City of Placentia.

INTRODUCTION

Page 2 of 22 ends

The City of Placentia ("Placentia" or "City") invites proposals from qualified consultants to develop a new Strategic Communications and Marking Implementation Plan for the City. Consultants that have performed similar work for municipalities of similar size and demographics to Placentia will be preferred. The final plan will recommend guidelines for the City's public communication strategies, staffing organization, branding, outreach, engagement, communications, best practices, and templates. The branding component of the project should incorporate and enhance the City's ability to attract and retain local business investment while improving the City's ability to engage the community through a consolidated Citywide communications program.

Through the Communications and Marketing Division, the City of Placentia provides its residents, businesses, and other stakeholders information including, but not limited to:
• Citywide and regional news and events
• City policy
• Departmental programs, offerings, projects, and updates • Key issues and topics of interest for specific groups of residents or neighborhoods
• Traffic, public safety, and other alerts
Communications are conducted out of the City Administrator's Office and also at the department level. The City communicates daily using the following platforms:
• City website
• Press releases, news media outreach
• Social media: Facebook, Twitter, Instagram, Linkedln and YouTube • Email, Weekly City E -newsletter
• Department Annual Reports
• Placentia Palm Quarterly newsletter (quarterly catalog including information about the City's programs, services, measures, initiatives and general information that residents should know)
• Digital Billboards
• Direct Mail
• Nixle Mass Communications System
• Mobile App (iPlacentia)
• Local Cable Channels
The City of Placentia's communications goals are to:
• Communicate key City messages to residents, businesses, and other stakeholders and organizations
• Ensure residents and businesses have access to emergency alerts • Ensure residents have access to up-to-date traffic information

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• Establish plans and procedures for communicating about emergency issues and disasters
• Increase awareness of City projects and programs
• Increase awareness of engagements with City transportation projects • Increase overall civic engagement and participation
• Broaden the reach of City communications
• Establish trust with residents and businesses
• Communicate with all audiences, including youth and seniors • Encourage City Departments to increase overall communications

CITY OVERVIEW
Primarily known as a bedroom community, the City of Placentia, which is nestled in northern Orange County, is a family -oriented community of approximately 53,000 residents. Incorporated in 1926, Placentia serves an area of approximately 6.7 square miles and has retained the small-town image that has remained since settlers arrived more than 100 years ago.

The City operates and maintains a full range of municipal services, including Police, Fire, Administration, Public Works, Community Services, Finance, and Community Development Departments.

SCOPE OF WORK
The City is looking for a highly qualified Consultant to work closely with the City to create a comprehensive five (5) year Citywide Strategic Communications Plan providing a roadmap to improved communication efforts and efficiencies; that includes, identification of organizational communications Strategy, Objectives/Goals, Work Plan, Priorities, and Options, this would include a vision for the Communications and Marketing Division structure, identifying resources, and support recommendations to accomplish the five (5) year Plan. The Plan will guide the City in building upon our current progress toward developing premier Citywide communications and branded content for the Placentia community that addresses a wide range of communication preferences. The Consultant can be a part of a firm or an individual consultant. The Consultant is expected to create a five (5) year Strategic Communications Plan document to guide the ongoing management and promotion of the City brand, including but not limited to the following:
• Recommendations for maintaining and enhancing citywide communications • Use of the brand internally within the City
• Consistency of brand image across digital and print platforms • Recommendations of ways to use the brand and modify it in specific ways to reach diverse audiences within and outside of the City
• Establish City of Placentia audience profiles and methods to reach different audiences

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• Direction on where to publish translated materials
• Best practices for social media, alert messages, surveys • Extensive press releases and emergency messaging
• Guidance on establishing citywide annual reports
• Case studies in disaster preparedness and effective social media and other messaging from other municipalities
• Creative ideas for planned social media posts
• Most effective ways for increasing city presence on various social media outlets (Facebook, Twitter, Instagram, Linkedln, and YouTube) • How to be most effective with advertising, guidance on advertising outlets, and best practices
• Strategies to promote and market the City and overall brand to local and regional audiences
• Best practices for municipal government websites and suggestions for how to better utilize the website to cater to residents and businesses • How to make effective videos and when to use them
• Advice on media relations, media training
• City Booth and Trade Show displays
• Recommendations to enhance existing Style Guide
• Information to share with City employees over an intranet system • Budget and staffing to implement and maintain Communication Plan Deliverables shall also include, but not be limited to:
• Organization brand image and identity assessment and recommendations • Communications/Marketing inventory assessment - in collaboration with City staff, identify and evaluate existing City communication efforts • Develop and execute Communications & Engagement Survey to evaluate and strategize best ways to reach and engage the community • Develop recommendations and update Graphic Standard tools for consistent, cohesive brand image and identity and effective public engagement with our residents
• Develop recommendations for opportunities for social media and electronic communication platforms, usage, and process
• Develop Website Strategy and Recommendations
The core substance of the final Strategic Plan will be a robust implementation framework that outlines recommended actions, estimated costs, and timelines for completion. The Plan should identify and build upon the City's current engagement tools and practices, identify opportunities for enhancement, and outline concrete steps to enhance the City's brand and overall communications. The Consultant shall also attend all necessary planning meetings throughout the process, via Zoom or in person, as needed. This includes presenting at City Council Meetings, community meetings, or staff meetings.

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CONTENTS OF PROPOSAL
The following should be submitted with your Proposal:

Transmittal Letter: This letter will summarize (in a brief and concise manner) the firm's understanding of the scope of work. The transmittal letter must be signed by an officer of the firm authorized to do so. Also include contact information for: (1) the person responsible for answering questions regarding this Proposal, (2) the person responsible for contract negotiation, and (3) the signer.

Schedule of Performance: This section of the Proposal should clearly list the schedule of performance as it relates to the scope of work. Please explain the scope of work as understood by the firm, and detail the approach, activities, meetings, timelines, interviews, draft and final work products, and deadlines.

Company Information: This section provides each Firm with the opportunity to demonstrate how its history, organization, and related experience differentiate it.

Any additional information, which the firm considers pertinent, may be included in a brief and concise manner.

Key Personnel: This section must provide identification of all key personnel who will be working on this project. Please distinguish the Project Manager who will be responsible for this Project. Please explain what involvement each person will have in the Project. Please distinguish if the key personnel are employees of the firm or retained sub -Firms. Include person's name, title, phone number, and email address.

References: At a minimum, provide contact information for three (3) references, at least two (2) of which are municipal or governmental agencies; including the name, contact person's name, title, address, telephone number, and email address. For each reference, provide a summary overview of Project including budget, scope of work, and timelines.

Project Fee: Provide an estimate of the fee with a not -to -exceed amount for accomplishing the tasks listed in the scope of work.

INQUIRIES
Requests from interested firms for additional information or interpretation of the information included in the RFP should be directed in writing to the following individual by no later than 5:00 p.m., PST, on July 24, 2023.

Nicolette Vialpando
Communications and Marketing Manager
Email: nvialpando©placentia.org

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A written response will be posted on the City's website by July 26, 2023 at 5:00 p.m. under this RFP via the PlanetBids web portal.

SCHEDULE FOR SELECTION AND AWARD
All dates shown are tentative and subject to change. The City will make every effort to adhere to the dates shown below. Advance notice of any changes to the schedule will be given to any firm that has submitted a response to this RFP by the deadline.

Provided below is the anticipated timeline to be followed for this RFP process:

1. Release of RFP July 10, 2023

2. Written Questions Due Date July 24, 2023

3. RFP Due Date August 7, 2023

4. Evaluation of RFP Submittals August 10, 2023

5. City Council Meeting Award (if needed) September 5, 2023

6. Notice of Selection September 6, 2023

7. Project Commences September 14, 2023

EVALUATION CRITERIA
An Evaluation Committee will be established, composed of City staff. The City's Evaluation Committee will evaluate all Proposals received in accordance with the firm's technical experience in performing work of a closely similar nature; record of completing the work on schedule; cost of services; strength and stability of the firm; strength, stability, experience, and quality of the final product completed with other agencies. Interviews with prospective Firms may be scheduled during this evaluation period.

SELECTED FIRM

1. An Agreement with the selected Firm will be negotiated by the Office of the City Administrator. The City shall require the Firm to bind itself to the City's Professional Services Agreement (see Exhibit "B').

2. Selection of a Firm's Proposal does not mean that all aspects of the Proposal are acceptable to the City of Placentia. The City retains the right to modify the terms and conditions in the Proposal or reject terms and conditions proposed by the selected Firm prior to the execution of an Agreement with the City, which the City, in its sole discretion, deems necessary to ensure a satisfactory procurement. The City may, by written notice stating the extent and effective date, cancel and/or terminate any order resulting from this RFP for cause in whole or in part, at any time.

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3. The final Agreement will incorporate the RFP, the selected Firm's Proposal and all modifications and clarifications that are submitted at the request of the City of Placentia during the evaluation and negotiation process. The RFP, including all attachments and addenda, and all promises, warranties, commitments, and representations in the successful Proposal of the selected Firm shall be binding.

4. No cost chargeable to the proposed Agreement may be incurred before the selected Firm has received a fully executed Agreement.

SPECIAL CONDITIONS
A. Reservations. This RFP does not commit the City of Placentia to award a contract, to defray any costs incurred in the preparation of a Proposal pursuant to this RFP, or to procure or contract for work. No payment of any kind will be provided to the Firm responding to this RFP, or parties they represent, for obtaining any of the information solicited.

B. Public Records. All Proposals submitted in response to this RFP become the property of the City of Placentia. Information in the Proposal, unless specified as trade protected, may be subject to public review. Any information contained in the Proposal that is proprietary must be clearly designated. Marking the entire Proposal as proprietary will be neither accepted nor honored. Proprietary information submitted in response to this RFP will be handled in accordance with the California Public Records Act.

C. Right to Cancel and Amend. The City of Placentia reserves the right to cancel, for any or no reason, in part or in its entirety, this RFP, including but not limited to selection schedule, submittal date, and submittal requirements. If the City of Placentia cancels or revises the RFP, all Firms that have requested to be on the project holder's list will be notified in writing.

D. Additional Information. The City of Placentia reserves the right to request additional information and/or clarification from any or all Firms.

E. Conflict of Interest. Firm covenants that the company, its officers, employees and/or agents presently have no interest, and shall not acquire any interest, direct or indirect, financial, or otherwise, which would conflict in any manner or degree with the performance of the services requested herein by the City of Placentia.

Firm further covenants that, in the performance of any contract or agreement resulting from this RFP, no subcontractor or person having such an interest shall be employed. Firm certifies that to the best of Firm's knowledge, no one who has or will have any financial interest under any contract or agreement resulting from this RFP is an officer or employee of the City of Placentia.

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F. Public Information. Firms who respond to this RFP who wish to release information to the public regarding selection, contract award or data provided by the City of Placentia must receive prior written approval from the City before disclosing such information to the public.

G. Independent Contractor. It is expressly agreed by Firm that in the performance of the services solicited by this RFP, Firm and any of its officers, employees and/or agents shall at all times be considered independent contractors and not agents of the City of Placentia.
"Exhibit A"

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Exhibit "B"

CITY OF PLACENTIA PROFESSIONAL

SERVICES AGREEMENT WITH
THIS AGREEMENT is made and entered into this th day of , 20_ ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and ., a California ("Consultant").

WITNESSETH:

A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to provide , as more fully described herein; and B. WHEREAS, Consultant represents that it has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties and liabilities in connection with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.

NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:

1.0. SERVICES PROVIDED BY CONSULTANT

1.1. Scope of Services. Consultant shall provide the professional services described in the Consultant's Proposal, attached hereto as Exhibit "A," and incorporated herein by this reference.

1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.

1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:

(a) Meet with Consultant to review the quality of the work and resolve the matters of concern;
(b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or
(c) Terminate the Agreement as hereinafter set forth.

1.4. Warranty. Consultant warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State and local laws and ordinances applicable to the services required under this Agreement. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above -mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement.

1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. Such actions shall include, but not be limited to the following: employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training, including apprenticeship.

Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.

Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant shall state that all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, marital status, national origin, or mental or physical disability. Consultant shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.

1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.

1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense.

1.8. Confidentiality. Employees of Consultant in the course of their duties may have access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement 2 are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement.

2.0. COMPENSATION AND BILLING

2.1. Compensation. Consultant shall be paid in accordance with Exhibit "A." Consultant's total compensation shall not exceed Dollars ($ ,000.00).

2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal or which is inconsistent with or in violation of the provisions of this Agreement unless the City or the Project Manager for this Project, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable.

Should the City request in writing additional services that increase the hereinabove described "SCOPE OF SERVICES", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services. Such increase in additional fees shall be limited to 25% of the total contract sum or $25,000 whichever is more. The City Administrator is authorized to approve a Change Order for such additional services.

2.3. Method of Billing. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice.

Each invoice shall describe in detail, the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.

2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.

3.0. TIME OF PERFORMANCE

3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the timeframe approved by City and with a completion date of . The timeframe may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement.

3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time extension may be mutually agreed upon in writing by the City and the Consultant. The Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension. 3 4.0. TERM AND TERMINATION

4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of months, ending on , unless previously terminated as provided herein or as otherwise agreed to in writing by the parties.

4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing written notice to Consultant.

The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates or abandons a portion of this Agreement such suspension, termination or abandonment shall not make void or invalidate the remainder of this Agreement.

If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default i n the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.

4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents 4 pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.

4.4. Documents. In the event of termination of this Agreement, all documents prepared by Consultant in its performance of this Agreement including, but not limited to, finished or unfinished design, development and construction documents, data studies, drawings, maps and reports, shall be delivered to the City within ten (10) days of delivery of termination notice to Consultant, at no cost to City. Any use of uncompleted documents without specific written authorization from Consultant shall be at City's sole risk and without liability or legal expense to Consultant.

5.0. INSURANCE

5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement all of the following minimum scope of insurance coverages with an insurance company admitted doing business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a) Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 11 88, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit.
(b) Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence for bodily injury and property damage.
(c) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident. Consultant agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies.

Before execution of this Agreement by the City, the Consultant shall file with the Public Works Director/City Engineer the following signed certification:

I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers' Compensation or to undertake self-insurance before commencing any of the work.
5 The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance, and shall furnish a Certificate of Insurance to the Public Works Director/City Engineer before execution of this Agreement by the City. The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the consultant to comply with this section. (d) Professional errors and omissions ("EGO") liability insurance with policy limits of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence and aggregate. Architects' and engineers' coverage shall be endorsed to include contractual liability. If the policy is written as a "claims made" policy, the retro date shall be prior to the start of the contract work. Consultant shall obtain and maintain, said E&O liability insurance during the life of this Agreement and for three years after completion of the work hereunder.

Neither t h e CITY nor any of its elected or appointed officials, officers, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant.

If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.

5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are addition- al insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant."
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self -insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any canceled policy, the City may procure such insurance at Consultant's sole cost and expense." (c) Other insurance: "The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy."
(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, 6 agents, employees, and volunteers.
(e) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

5.3. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or self -insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self -insured retention.

5.4. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance shall be attached hereto as Exhibit "B" and incorporated herein by this reference.

5.5. Non-limitinq. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.

6.0. GENERAL PROVISIONS

6.1. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing, and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.

6.2. Representatives. The City Administrator or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives, and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement.

Consultant shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives, and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement.

6.3. Project Managers. City shall designate a Project Manager to work directly with Consultant in the performance of this Agreement. It shall be the Consultant's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Consultant shall refer any decision, which must be made by City, to the Project Manager.

Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.

Consultant shall designate a Project Manager who shall represent it and be its agent in all consultations with City during the term of this Agreement and who shall not be changed by Consultant without the express written approval by the City. Consultant or its Project Manager shall attend and assist in all coordination meetings called by City. 7 6.4. Notices. Any notices, documents, correspondence, or other communications concerning this Agreement or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.

IF TO CONSULTANT: IF TO CITY:

Tel: ( )
City of Placentia
401 E. Chapman Ave.

Placentia, CA 92870
Tel: (714) 993-8171
Attn: Attn: Damien R. Arrula

6.5. Attorneys' Fees. In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.

6.6. Governing Law. This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. Consultant agrees to submit to the personal jurisdiction of such court in the event of such action.

6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.

6.8. Indemnification and Hold Harmless. Consultant agrees to defend, indemnify, hold free and harmless the City, its elected and appointed officials, officers, and employees, at Consultant's sole expense, from and against any and all claims, demands, actions, suits or other legal proceedings brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Consultant, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply without any advance showing of negligence or wrongdoing by the Consultant, its employees, and/or authorized subcontractors, but shall be required whenever any claim, action, complaint, or suit asserts as its basis the negligence, errors, omissions or misconduct of the Consultant, its employees, and/or authorized subcontractors, and/or whenever any claim, action, complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the work performed by the Consultant, its employees, and/or authorized 8 subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable.

Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints, or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.

6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.

6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require.

6.12. Ownership of Documents. All findings, reports, documents, information and data including, but not limited to, computer tapes or discs, files and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior 9 consent of City. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of, or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant. Consultant shall deliver to City any findings, reports, documents, information, data, in any form, including but not limited to, computer tapes, discs, files audio tapes or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.

6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information, and data, including, but not limited to, computer tapes, discs or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et seq.).

Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 6254.7, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.

6.14. Conflict of Interest. Consultant and its officers, employees, associates and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090.

During the term of this Agreement, Consultant and its officers, employees, associates and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subconsultants to abstain from a decision under this Agreement pursuant to a conflict -of -interest statute. Notwithstanding the above, in no event shall Consultant be required to file Form 700/Statement of Economic Interest with the City and/or the Fair Political Practices Commission as Consultant shall not be making any governmental decisions on behalf of City.

6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.

6.16. Prohibited Employment. Consultant will not employ any regular employee of City while this Agreement is in effect.

6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the 10 terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, this Agreement shall govern over the document referenced.

6.18. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.

6.19. No Third - Party Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.

6.20. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.

6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.

6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement.

6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.

6.24. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.

6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.

6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.
11 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written.

CITY OF PLACENTIA,
A municipal corporation
Date:

City Administrator
ATTEST:

City Clerk and ex -officio Clerk
of the City of Placentia

CONSULTANT
Date:

Signature
Name and Title
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:

Date:

City Attorney
APPROVED AS TO INSURANCE:

Date:

Risk Management
12 EXHIBIT A

CONSULTANT'S PROPOSAL

TO:

VIA:

FROM:

DATE:

SUBJECT:

Placentia City Council

AGENDA REPORT

CITY COUNCIL

CITY ADMINISTRATOR

DEPUTY CITY ADMINISTRATOR/PUBLIC SERVICES AND INFRASTRUCTURE NOVEMBER 7, 2023

APPROVAL OF QUITCLAIM DEEDS ON EASEMENTS PREVIOUSLY

ACQUIRED BY THE CITY FOR CONSTRUCTION OF THE GOLDEN AVENUE

BRIDGE REPLACEMENT PROJECT
FISCAL
IMPACT: There is no fiscal impact associated with the recommended actions.

SUMMARY:

Golden Avenue Bridge was constructed in 1934 and was rated as "functionally obsolete" by the California Department of Transportation (Caltrans) in 2005. Since 2015, the City has worked with an engineering design team to complete the final design package for a new bridge which was ultimately completed in December of 2019. At the same time, it was discovered that temporary construction and permanent easements for portions of the bridge footings were needed from private property owners on some of the adjacent properties. Staff reached out to all the affected property owners and in good faith negotiated and acquired all easements necessary for the construction of the new bridge. In June of 2020, City Council approved a total of 4 permanent and 4 temporary easements for the construction of the new bridge and local City funding, not Federal funding, was utilized to acquire the easements.

Subsequently, the City was awarded a Federal Earmark totaling $2.2 million towards the cost of the project. These funds are being routed through the Federal Highway Administration (FHWA).

Unfortunately, such Federal funding triggers new requirements that must be met to be able to properly utilize these funds. The City was notified by Caltrans that the methods for acquiring these easements did not follow FHWA regulations. Even though local funds were used to acquire the easements, Federal grant funds were used to design the project. Therefore, the City now must undertake the right-of-way acquisition process again based upon the FHWA guidelines, with the first step entailing quitclaiming all of the easements the City previously obtained and starting the process anew.

RECOMMENDATION
It is recommended that the City Council take the following actions:
•

1. Approve the quitclaim deeds for reverting the easements back to the property owners; and 1A.

Nov. 07, 2023

City Council Agenda
November 7, 2023

Page 2 ends

2. Direct the City Clerk to record the quitclaim deeds on easements with the Orange County Clerk -Recorder's Office.

STRATEGIC PLAN STATEMENT:

This item does not conform to any specific Strategic Planning Goal or Objective.

DISCUSSION:

The Golden Avenue Bridge over Carbon Canyon Channel was originally built in 1934. The bridge was inspected by Caltrans in 2005 and rated as "functionally obsolete" at that time. There are currently no sidewalks or bicycle lanes on the bridge resulting in pedestrians, bicyclists, and motorists sharing the road at the same time. The Bridge crosses over the channel, which is a blue line stream and a regional flood control facility. Three (3) separate regulatory agencies have jurisdiction over the channel: Army Corps of Engineers; Department of Fish and Wildlife; and Regional Water Quality Control Board. Regulatory permits from all three (3) agencies are required and were obtained for this project. In addition, the channel is a regional flood control facility managed by the Orange County Flood Control District.

The design plans for a bridge replacement project were finalized back in December of 2019, however, during the final design phase, it was determined that several easements were needed to accommodate the bridge construction. The City negotiated in good faith with the affected property owners and subsequently, entered into agreements with each one to purchase the necessary easements. This action was taken under the assumption that these purchases did not have to follow the Federal grant funding requirements, due to the City utilizing local funding to purchase them. Subsequently, easement agreements and deeds were approved and accepted by the City Council on June 2, 2020, after which, they were executed and recorded. Six easements were purchased from the abutting three property owners and two easements were obtained at no cost to the City. Another two easements were obtained through property entitlement for development of residential projects. In total, 10 permanent and temporary construction easements were secured by the City in support of the bridge construction.

Subsequent to the acquisition of the easements the City was awarded a Federal earmark totaling $2.2 million. The funds are being routed through the Federal Highway Administration (FHWA) which requires all aspects of the project to follow FHWA guidelines. While the City was going through the final permitting procedures for releasing the construction funding, Caltrans notified the City that the easement procurements did not follow FHWA requirements. Even though the City utilized local funds to acquire the easements it used Federal grant funds for the engineering design. Therefore, unbeknownst to Staff at the time, if a project utilizes just $1 of Federal funding on any aspect of a project, then the entire project is subject to FHWA guidelines, even if future phases of the project are funded with local funds. The City later received a letter from Caltrans listing a number of corrective actions to implement in order to comply with FHWA requirements.

These actions include hiring a Caltrans-qualified consultant to perform right of way and property acquisition services, quitclaiming all previously acquired deeds and to restart the easement acquisition process from the beginning following FHWA requirements.

City Council Agenda
November 7, 2023

Page 3 of 4 ends

On May 17th, 2023, the City signed an agreement with Epic Land Solutions (ELS) to assist with the corrective actions, following all Federal and State guidelines. ELS is a Caltrans-certified real property agent well -versed in FHWA requirements who is now assisting the City with all the necessary tasks related to the easement acquisition, including preparation of quitclaim deeds, appraisals and negotiations for new easements and acquisition services. All work is now being coordinated through Caltrans and in compliance with FHWA regulations. ELS has prepared the attached Quitclaim deeds for reverting the easements to the property owners, after which, they will begin the appraisal process in conformance with FHWA requirements that are needed for construction of the bridge.

The following easement deeds will be quitclaimed reverted to the property owners:

1. Quit claim Deeds (Permanent and Temporary Construction Easements) to Gabrial John Aburto - APN # 334-011-36

2. Quit claim Deeds (Permanent and Temporary Construction Easements) to AA Investments LLC — APN # 336-291-01

3. Quit claim Deeds (Permanent and Temporary Construction Easements) to Paramount Imperial Villas — APN # 336-371-36

4. Quit claim Deeds (Permanent and Temporary Construction Easements) to John and Allison Gaddis — APN # 334-011-35

5. Quit claim Deeds (Permanent and Temporary Construction Easements) to Villena Community Association — 334-021-15
FISCAL IMPACT:

There is no fiscal impact associated with the recommended actions. Subsequent to the June 2, 2020 City Council meeting, when the City initially approved and accepted acquiring the easements, the cost of those easements was approximately $15,000. Once the properties are re -appraised the City will then reacquire those easements at the new reappraisal cost using City funds.

Prepared by:

Reviewedrand approved:

Christopher Tanio, P.E. v Luis Estevez
Deputy Public Works Director/City Engineer Deputy City Administrator Reviewed and approved:.

Damien R. Arrula
City Administrator

City Council Agenda
November 7, 2023

Page 4 ends

Attachments:

1. Quit claim Deeds (Permanent and Temporary Construction Easements) to Gabrial John Aburto - APN # 334-011-36

2. Quit claim Deeds (Permanent and Temporary Construction Easements) to AA Investments LLC —APN # 336-291-01

3. Quit claim Deeds (Permanent and Temporary Construction Easements) to Paramount Imperial Villas — APN # 336-371-36

4. Quit claim Deeds (Permanent and Temporary Construction Easements) to John and Allison Gaddis — APN # 334-011-35

5. Quit claim Deeds (Permanent and Temporary Construction Easements) to Villena Community Association — 334-021-15

RECORDING REQUESTED BY:

CITY OF PLACENTIA
Attn: City Clerk
401 E. Chapman Ave
Placentia, CA 92870
AND WHEN RECORDED MAIL TO:

CITY OF PLACENTIA
Attn: City Clerk
401 E. Chapman Ave
Placentia, CA 92870
(THIS SPACE FOR RECORDER'S USE ONLY)

QUIT CLAIM DEED
ASSESSOR'S PARCEL NO: Portion of 334-011-36
Recording Fee: Exempt Documentary Transfer Tax: Exempt
(Government Code Section 27383) (Revenue and Taxation Code Section 11922) The undersigned grantor(s) declare(s):

Documentary transfer tax is $ 0.00 [exempt]
( ) computed on full value of property conveyed, or
( ) computed on full value less value of liens and encumbrances remaining at time of sale ( ) Unincorporated area: (X) City of Yorba Linda, and
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, CITY OF PLACENTIA, A MUNICIPAL CORRPORATION AND CHARTER CITY hereinafter called ("Grantor"), does hereby REMISES, RELEASES AND FOREVER QUITCLAIMS to the Gabriel John Aburto, a Married Man, as sole and separate property hereinafter called ("Grantee"), all interest situated in the City of Yorba Linda, County of Orange, State of California, found in document titled GRANT OF TEMPORARY AND PERMANT EASEEMENTS FOR THE RECONSTRUCTION OF GOLDEN AVENUE BRIDGE, Instrument Document No. 2020000319632 recorded July 07, 2020 of said real property more fully described and depicted in EXHIBITS "A" & "B" attached hereto and incorporated herein by this reference.

See exhibits "A" & "B" attached hereto
GRANTOR:

CITY OF PLACENTIA
Date:

Damien R. Arrula, City Administrator
ATTEST:

CITY OF PLACENTIA
Robert S. McKinnell, City Clerk
NOTE: NOTARY ACKNOWLEDGMENTS FOR ALL SIGNATURES MUST BE ATTACHED, PER CIVIL CODE SEC. 1180 ET. SEQ.

ACKNOWLEDGEMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document, to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

STATE OF CALIFORNIA

COUNTY OF
On
)
)
)
before me,
Notary Public, personally appeared who proved to
me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: (SEAL)

EXHIBIT "A"
Legal Description — Temporary Construction Easement

Page 1 of 2 ends

TEMPORARY CONSTRUCTION EASEMENT
THAT PORTION OF LOT 2 OF TRACT MAP No. 9192, AS SHOWN BY MAP ON FILE IN BOOK 379, PAGE 8 THROUGH 9 INCLUSIVE OF MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, MORE PARTICULARLY DESCRIBED AS FOLLOWS:

BEGINNING AT THE NORTHWEST CORNER OF SAID LOT 2, SAID POINT ALSO BEING ON THE SOUTHERLY RIGHT OF WAY OF GOLDEN AVENUE, A 42.00 FOOT

HALF WIDTH STREET AND THE EASTERLY LINE OF RANCHO SAN JUAN CAJON DE

SANTA ANA AS SHOWN ON SAID MAP
THENCE ALONG THE NORTHERLY LINE OF SAID LOT 2 AND SAID RIGHT OF WAY, SOUTH 86°32'25" EAST, A DISTANCE OF 25,95 FEET TO THE EASTERLY LINE OF

THAT CERTAIN EASEMENT GRANTED TO ORANGE COUNTY FLOOD CONTROL DISTRICT PER DOCUMENT RECORDED IN BOOK 7738, PAGE 900, OFFICIAL RECORDS;
THENCE ALONG SAID EASTERLY LINE, SOUTH 9°35'44" WEST, A DISTANCE OF 80,55 FEET TO A POINT TN THE SOUTHERLY LINE OF SAID LOT 2, SAID POINT ALSO BEING LOCATE SOUTH 67°24'57" EAST ALONG SAID LINE, A DISTANCE. OF 8,52 FEET FROM THE SOUTHWESTERLY CORNER THEROF;
THENCE ALONG SAID SOUTHERLY LINE, NORTH 67°24'57" WEST, A DISTANCE OF 8,52 FEET TO THE SOUTHWESTERLY CORNER THEREOF, SAID CORNER ALSO BEING ON THE EASTERLY LINE OF SAID RANCHO;
THENCE ALONG SAID WESTERLY LINE AND SAID RANCHO LINE, NORTH 3*23'36" WEST, A DISTANCE OF 7786 FEET TO THE POINT OF BEGINNING, CONTAINS 1,337.01 SF (0,03 ACRES) MORE OR LESS,
VINCENT G. KLEPPE LS 7l#i1
DATE

PREPARED FOR AND ON BEHALF OF THE PLUZM GROUP
P:ITP0/17117-005/EASEMENT/17-005 TCE EASEMENT C,doc

EXHIBIT "A"
Plat Map — Temporary Construction Easement

Page 1 of 2 ends

4c
P.O.B.

LrisF
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LEGEND
ragi

INDICATES PROPOSED
EASEMENT (1337.0
SF)

GOLDEN AVENUE
,
bseiinigy. 2
:141:1 aireelr,

EAST LINE OF RANCHO
SAN' 1 UAN,f CAJON OF

SANTA ANA

SEWER EASEMENT PEN - IF
T 4CT 9192
30'
ti
LINE TABLE:
�ORANGE COUNT(

FLOOD CO OL
EASEMENT PER O.R.
7738-900

ORANGE COUNTY
INGRESS & E0J1ESS
EASEMENT PER O.
9'58-427
I\USA FLOOD

CONTROL EASEMENT
PER 0.14. 5451-3.32
F
iVilPITERH AVE
STREET
NUMBER
OIR CT1ON

DISTANCE
N 0g' 35'4-4' E

80.55'
1 M
N 8'32'25" W

25.95'
[3]
N 03.23'36w W

77.55'
4 N 67'24'57' W

8.52'
OkND
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CONSTRUCTION

EASEMENT
SHT, NO.
1 OF 1

EXHIBIT "B"
Legal Description — Permanent Construction Easement

Page 1 of 2 ends

PERMANENT CONSTRUCTION EASEMENT
THAT PORTION OF LOT 2 OF TRACT MAP No, 9192, AS SHOWN BY MAP ON FELE IN BOOK 379, PAGE 8 THROUGH 9 I cLUSIVE OF MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, MORE PARTICULARLY DESCRIBED AS FOLLOWS:

PARCEL "A."
BEGINNING G AT THE NORTHWEST CORNER OF SAID LOT 2, SAM POINT ALSO BEING ON THE. SOUTHERLY RIGHT OF WAY OF GOLDEN AVENUE, A 42.00 FOOT

HALF WIDTH STREET AND THE EASTERLY LINE OF RANCHO SAN JUAN CAJON DE SANTA ANA AS SHOWN ON SA[D MAP;
TH:ENCE ALONG TH1? NORTHERLY LINE OF SAID LOT 2 AND SAID RIGHT OF WAY, SOUTH 86C32'25" EAST, A DISTANCE OF 10.11 FEET;
THENCE SOUTH 69)T51" WEST, A DLSTANCE OF 10.23 FEET;
THENCE SOUTH 1�I3'03" WEST, A DISTANCE OF 1.91 FEET;
THENCE SOUTH 78°22'47" WEST, A DISTANCE OF 7.98 FEET TO SAID EASTERLY LINE OF SAID RANCHO AND THE WESTERLY LINE OF SAID LOT 2; THENCE ALONG SAID EASTERLY AND WESTERLY LINE, NORTH 3°23'36" WEST, A DISTANCE OF 14.29 FEET TO THE POINT OF BEGINNING,
CONTAINS 118,34 SF MORE OR LESS_
PARCEL "B"
A STRIP OF LAND 5.00 FEET IN WIDTH, THE CENTERLINE BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS:

COMMENCING AT THE NORTHWEST CORNER OF SAID LOT 2, SAID POINT ALSO BEING ON THE SOUTHERLY RIGHT OF WAY OF GOLDEN AVENUE, A 42.00 FOOT

HALF WIDTH STREET AND THE EAS IE LY LINE OF RANCHO SAN JUAN CAJON DE SANTA ANA AS SHOWN ON SAID MAP;
THENCE ALONG THE NORTHERLY LINE OF SAID LOT 2 AND SAID RICHT OF WAY, SOUTH 86°32'25" EAST, A DISTANCE OF 19.33 FEET TO THE POINT OF BEGINNING; THENCE SOUTH 3°27`15" WEST, A DISTANCE OF 3.07 FEET,
THENCE SOUTH 8°27'35" WEST, A DISTANCE OF 6.00 FEET,
THENCE SOUTH 11513'15" WEST, A DISTANCE OF 68.95 FEET TO THE SOUTHERLY LINE OF SAID LOT 2.

THE SIDELINES OF SAID STRIP OF LANS SHALL BE LENGTHENED OR. SHORTENED TO BEGIN AT THE NORTHERLY LIME OF SAID LOT 2 AND END AT TM WESTERLY AND SOUTHERLY LINES OF SAID LOT 2,
CONTAINS 380.61 SF MORE OR LESS.

CENT a KLEPPEELLS 7181
DATE
PREPARED FOR AND ON BEHALF OF THE. PRIZM GROUP
FVFPG/17/17-0051EASEMENT/17-005 PCE EASEMENT I,dac

EXHIBIT "B"
Legal Description — Permanent Construction Easement

Page 1 of 2 ends

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D
40 0 40
1 Stale 1- : 40 ft
LEGEND
Iff

INDICATES PROPOSED

EASEMENT
T._

GOLDEN AVENUE
SEWER EASEMENT PER I 15'
�
TR4CT 91.92
EAST UN€ OF RANCHO

SAN JUAN CAJON OE

SANTA ANA
0A4NGE COUNTY

FLOOD CONTROL

EASEMENT PER
O.F. 7735-900

ORANGE COUNTY

INGRESS &

EGNESS EASEMENT
PER O.R. 958-427

USA ROOD

CONTROL

EASEMENT PER
OR 5451-332
•'WINTERHAVEN
STREET
DRAWN BY: BIC
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PERMANENT

CONSTRUCTION

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1 'w20"
20 20
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LEGEND
rNTCAITES PROPOSED

EASEMENT

LINE TABLE'
P.O.B. P L11 "

GOLDEN AVENUE
-- _____ -J
(NUMBER

DIRECTION

DISTANCE
1 N 88'32'25' W

10.11'
H
N O8'O7'51" E
1023'
3 N 10'13'03' E

1.91'
4 N 78'22'47" E

7.98'
5 N 03'23'36" W

14.29'
N 86'32'25 W

19.33 T
N 03'2735" E
'
]
N 08"27"35" E
6,0O -
f9
N 1 1.1315" E

68.95'
DRAWN e'; U
DATE. T2-6-19
,JOB. NO.: 17-CH15
F9 E P. 1 f7-OL5ASRIENTS
17-065 JAM
W
•LEICA HIV LASER SCANNING
cn�t Ea RS +UL' LAW MVOS
- ▪ GEOIL4 7YG ENGINYENNG
w CAM_ EVYWEERING
• LAM PLANWLNG
310 N_ COTA ST. .un- ' RON. A 42360
PHONE (951) 737 .1.piathP�, Yvlu-rjru11p..pm
EXHIBIT "B"
PERMAhNENT

CONSTRUCTION

EASEM ENT
2 OF 2

RECORDING REQUESTED BY:

CITY OF PLACENTIA
Attn: City Clerk
401 E. Chapman Ave
Placentia, CA 92870
AND WHEN RECORDED MAIL TO:

City of Placentia
Attn: City Clerck
401 E. Chapman Ave
Placentia, CA 92870
(THIS SPACE FOR RECORDER'S USE ONLY)

QUIT CLAIM DEED
ASSESSOR'S PARCEL NO: Portion of 336-291-01
Recording Fee: Exempt Documentary Transfer Tax: Exempt
(Government Code Section 27383) (Revenue and Taxation Code Section 11922) The undersigned grantor(s) declare(s):

Documentary transfer tax is $ 0.00 [exempt]
( ) computed on full value of property conveyed, or
( ) computed on full value less value of liens and encumbrances remaining at time of sale ( ) Unincorporated area: (X) City of Placentia, and
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, CITY OF PLACENTIA, A MUNICIPAL CORRPORATION AND CHARTER CITY hereinafter called ("Grantor"), does hereby REMISES, RELEASES AND FOREVER QUITCLAIMS to the AA INVESTMENT LLC, A CALIFRONIA LIMITED LIABILITY COMPANY hereinafter called ("Grantee"), all interest situated in the City of Placentia, County of Orange, State of California, found in document titled GRAND DEED OF TEMPORARY AND PERMENANT EASEMENTS FOR THE RECONSTRUCTION OF GOLDEN AVENUE BRIDGE, Instrument Document No. 2020000319631 recorded July 07, 2020 said real property more fully described and depicted in EXHIBITS "A" & "B" attached hereto and incorporated herein by this reference.

See exhibit "A" & "B" attached hereto
Date:

Damien R. Arrula, City Administrator
ATTEST:

CITY OF PLACENTIA
Robert S. McKinnell, City Clerk
NOTE: NOTARY ACKNOWLEDGMENTS FOR ALL SIGNATURES MUST BE ATTACHED, PER CIVIL CODE SEC. 1180 ET. SEQ.

ACKNOWLEDGEMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document, to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

STATE OF CALIFORNIA

COUNTY OF
On
)
)
)
before me,
Notary Public, personally appeared who proved to
me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: (SEAL)

EXHIBIT "A"
Legal Description — Temporary Construction Easement

Page 1 of 2 ends

TEMPORARY CONSTRUCTION EASEMENT

BEING A PORTION OF THAT CERTAIN PARCEL OF LAND DESCRIBED IN DEED RECORDED OCTOBER 11, 2012 AS INSTRUMENT Na. 2OI2-0004616753, OFFICIAL RECORDS OF ORANGE COUNTY. CALIFORNIA, MORE PARTICULARLY DESCRIBED AS FOLLOWS:

COMMENCING AT THE. INTERSECTION OF THE SOUTHERLY LINE OF THAT

CERTAIN COUNTY ROAD EASEMENT DESCRIBED IN DOCUMENT RECORDED NOVEMBER 26, 1926 IN BOOK 689, PAGE 306, OFFICIAL RECORDS OF SAID COUNTY WITH THE EASTERLY LINE OF RANCHO SAN JUAN CAJON DE SANTA ANA; THENCE ALONG SAID EASTERLY LINE, SOU1H 3°23'34" EAST, A DISTANCE OF 126.86 FEET TO AN EASTERLY L1NE OF THAT CERTAIN STORM DRAIN EASEMENT GRANTED TO ORANGE COUNTY PER DOCUMENT RECORDED NOVEMBER ]2, 1965 IN BOOK 7738, PAGE 903 OF OFFICIAL RECORDS;
THENCE ALONG SAID EASTERLY LINE, SOLUTE 4°35.44" WEST, A DISTANCE OF 6703 FEET; THENCE SOUTH 90°00'00" WEST, A DISTANCE OF 17.91 FEET;
THENCE NORTH 1°52'28`4 WEST, A DISTANCE OF 93.71 FEET TO A LINE PARALLEL. AND 141,00 FEET SOUTHERLY OF, MEASURED AT RIGHT ANGLES, FROM THE NORThERLY LINE OF THE NORTHEAST QUARTER OF SECTION 20, TOWNSHIP 3 SOUTH, RANGE 9 WEST, SAN BERNARDINO MERIDIAN;
THENCE NORTI;3 R9°47.14" WEST, A DISTANCE OF 69.68 FEET Tu A LINE PARALLEL AND 100 FEET WESTERLY OF, MEASURED AT RIGHT ANGLES, FROM THE EASTERLY LINE OF SAID RANCHO;
THENCE ALONG SAID PARALLEL LINE, NORTE 3°23'36" WE$T, A DISTANCE OF 105,07 FEET TO THE SOUTHERLY LINE OF SAID ROAD EASEMENT;
THENCE ALONG SAID SOUTHERLY LINE, SOUTH 86°32'25" EAST, A DISTANCE OF 100.72 FEET TO TT1E POINT OF BEGINNING;
CONTAINS 12,695.41 SF (0,29 ACRES) MORE OR LESS.

CENT a IltIg LS 7181 DATE

PREPARED FOR AND ON BEHALF OF THE PRIZM GROUP
P:iTPGI17117 -005/EASEMENT/I 7-005 TOE EASEMENT D..doc

EXHIBIT "A"
Plat Map — Temporary Construction Easement

Page 2 of 2 ends

NLif LINE OF THE NW_
1/4 SEC 20, T.3Sw
R9W SBM
N B9'4714'1 14'1 Yt
coo
A U5A FL000 CONTROL EASEMENT
1 PER 5515/89 O.R.

ORANGE COUNTY FZDOO

CONTROL EASEMENT PER
7738/903 O.R.
80 80
Scale 1" = 80 ft
LEGEND
?NDICATES PROPOSED
EASEMENT (12,095,41
SF)
LINE TABLE:
z
1 t ' yy
*-,' ' SLY LfiNE OF COUNTY ROAD

E, EASEMENT PER DEED
RECORDED 71-26-26 IN
80OK 689, PAGE 306 D.R.

GOLDEN AVENUE
. .CP-T
F

EAST LUNE OF

RANCHO SAN

JUAN CAJON

DE SANTA ANA
NUMBER

DIRECTION

DISTANCE
J
N 86'32'25- *
10O.72'
II'i
N 03.23'30" W
126.8$'
H
N O9'35'44" E
67,O3'
ES
N 90'O0'00" E

17.91'
IT]
N 01'52`28" W

93.71 IIi
N B9'47'14" W

69.68'
N 03'23'3B- W
135.07'
4 ,I
ce
w
SH1•. NO.

DRMWN BY: B.

OAT!: 10-30-19
doB, No.: 17-005
FIEF Ft\ 1 17-035\EASE NTA.
17-OOFy EA6 MAO
o Lr143 SkREDAS
i S154' seArewmg
AM : WITC JV E
•• VIIL IGINESZSVO
M -PL Ah+
310 N. C JY4It T_ MATE I, CORONA. C,a, 2aao
PHONE (61f 737-1 oe-raa+h ^1mwvm
1131,1 AAR
c —Ji l
EXHI BIT "B"

TEMPORORARY

CONSTRUCTION

EASEMENT
1 OF 1

EXHIBIT "B"
Legal Description — Permanent Construction Easement

Page 1 of 2 ends

PERMANENT CONSTRUCTION EASEMENT

BEING A PORTION OF THAT CERTAIN PARCEL OF LAND DESCRIBED IN DEED RECORDED OCTOBER 11, 2012 AS INSTRUMENT No, 2012-000616753, OFFICIAL

RECORDS OF ORANGE COUNTY, CALIFORNIA, MORE PARTICULARLY DESCRIBED AS FOLLOWS:

PARCEL "A"

COMMENCING AT THE INTERSECTION OF THE SOUTHERLY LINE OF THAT

CERTAIN COUNTY ROAD EASEMENT DESCRIBED IN DOCUMENT RECD FD NOVEMBER 26, 1926 IN BOOK 60, PAGE 306, OFFICIAL RECORDS OF SAID COUNTY WITH THE EASTERLY LINE OF RANCHO SAN JUAN CAJOIN1 DE SANTA ANA; THENCE ALONG SAID SOUTHERLY LINE, NORTH 86°32'25" WEST, A DISTANCE OF 61,41 FEET TO THE POINT OF BEGINNING;
THENCE LEAVING SAID SOUTHERLY LINE, SOUTH 896(1610" WEST, A DISTANCE OF 16.05 FEET;
THENCE NORTH 69°54'45" WEST., A DISTANCE OF 29,82 FEET TO THE BEGINNING OF A NON TANGENT CURVE CONCAVE EASTERLY HAVING A RADIUS OF 35.84 FEET, A RADIAL BEAT TG TO SAID POINT BEARS SOUTH 69° 15104" WEST;

THENCE NORTHERLY ALONG SAID CURVE THROUGH A CENTRAL ANGLE OF 12°26'04", A DISTANCE OF 7,78 FEET TO SAID SOUTHERLY LINE, A RADIAL POINT TO SAID POINT BEARS SOUTH 81'41'08" WEST;
THENCE ALONG SAID SOUTHERLY LINE SOUTH 86°12'25" EAST, A DISTANCE. OF

28.96 FEET TO THE POINT OF BEGINNING.

CONTAINS 326.97 SF MORE. OR LESS.

PARCEL "W

BEGINNINC AT THE INTERSECTION OF THE SOUTHERLY LIME OF THAT CERTAIN COUNTY ROAD EASEMENT DESCRIBED IN DOCUMENT RECORDED NOVEMBER 26, 1926 IN BOOK 689, PAGE 306, OFFICIAL RECORDS OF SAID COUNTY WITH THE EASTERLY GIVE OF RANCHO SAN JUAN CAJON DE SANTA ANA;
THENCE ALONG SAID EASTERLY LINE, SOUTH 3°23'36" EAST, A DISTANCE OF

26.38 FEET;
THENCE SOUTH 78°09'24" WEST, A DISTANCE OF 27.99 FEET TO THE BECII NING OF A NON L NGEATT CURVE CONCAVE EASTERLY HAVING A RADIUS OF 147,17 FEET, A RADIAL BEARING TO SAID POINT BEARS SOUTH 8117'41" W.,ST',

THRICE NORTHERLY ALONG SAID CURVE THROUGH A CENTRAL ANGLE OF 7°49' ", A DISTANCE OF 20.08 FEET TO THE BEGINNING OF A NON TANGENT CURVE CONCAVE EASTERLY 'HAVING A RADIUS OF 44.23 FEET. A RADIAL BEARING TO SAID POINT BEARS NORTH 88°18' 14" WEST;

THENCE NORTHERLY ALONG SAID CURVF THROUGH A CENTRAL ANGLE OF 8"O1' 14", A DISTANCE OF 6.19 FEET TO THE BEGINNING OF A NON TANGENT CURVE CONCAVE SOUTHEASTERLY HAVING A RADIUS OF 9.97 FEET, A RADIAL BEARING TO SAM POINT BEARS NORTH 73°24'47'7 WEST;

TEIENCE NORTHERLY AND EASTERLY ALONG SAID CURVE THROUGH A CENTRAL ANGLE OF 66°05'41", A ]DISTANCE OF 11.50 FEET TO SAID SOUTHERLY LINE THENCE ALONG SAIl) SOUTHERLY LINE SOUTH B6°32'25" EAST, A DISTANCE OF 18,64 FEET TO THE POINT OF BEGINNING.

CONTAINS 818.38 SF MORE OR LESS.

PARCEL "C"

BEGINNING AT THE INTERSECTION OF THE SOUTHERLY LINE OF THAT CERTAIN COUNTY ROAD EASEMENT DESCRIBED IN DOCUMENT RECORDED NOVEMBER 26, 1926 IN BOOK 689, PAGE 3(6, OFFICIAL RECORDS OF SAID COUNTY win{ THE EASTERLY LINE OF RANCHO SAN JUAN CAJON DE SANTA ANA;
THENCE ALONG SAID EASTERLY LINE, SOUTH 32'36"' EAST, A DISTANCE OF 1.01 FEET TO A LnklE PARALLEL WITH AND DISTANT 1.00 FEET, MEASURED AT RIGHT ANGLES TO SAID SOUTHERLY LINE;
THENCE ALONG SAID PARALLEL LINE, NORTH 86°32'25" WEST, A DISTANCE OF

91.82 FEET TO THE BEGINNING OF A NON TANGENT CURVE CONCAVE EASTERLY HAVING A RADIUS OF 208,23 FEET, A RADIAL LINE TO SAID POINT BEARS SOUTH 70°12'24" WEST;

THENCE NORTHERLY ALONG SAID CURVE THROUGH A CENTRAL ANGLE OF 00¢17'5r, A DISTANCE OF 1.09 FEET TO SAID SOUTHERLY LINE, A RADIAL LINE TO SAID POINT BEARS SOUTH 70°30'2177 WEST;
THENCI3 ALONG SAID SOUTHERLY LINE SOUTH 86°32'25" EAST, A DISTANCE OF

92.13 FEET TO THE POINT OF BEGINNING.

CONTAINS 91.98 SF MORE OR LESS.

PARCEL "D"
A STRIP OF LAND 5.40 FEET IN WIDTH, THE CENTERLINE BEING MOR.F PARTICULARLY DESCRIBED AS FOLLOWS:

COMMENCING AT THE NORTHWEST CORNER OF LOT 1 OF TRACT MAP No. 9192, AS SHOWN BY MAP GNT FILE. IN BOOK 379. PAGE 8 'TROUGH 9 INCLUSIVE OF MISCELLANEOUS MAPS. RECORDS OF ORANGE COUNTY, SAID POINT ALSO BEING ON THE EASTERLY LINE OF RANCHO SAN JUAN DAJON DE SANTA ANA; THENCE ALONG SAID EASTERLY LINE, SOUTH 3°23'36" EAST, A DISTANCE OF 014 FEET TO THE POINT OF BEGINNING;
THENCE SOUTH 1 i '13'lS" WEST, A DISTANCE OF 3234 FEET; THENCE SOUTH 1693'15" wrsT, A DISTANCE OF 6.011 FEET;
THENCE SOUTH 21°13" l5" WEST, A DISTANCE OF 6.OO FEET;
THENCE SOUTH 26°13'15.” WEST, A DISTANCE OF 6,OCI FEET; THENCE SOUTH 291 0'30" WEST, A DISTANCE OF 28,56 FEET,
THE SIDELINES OF SAID STRIP OF LAND SHALL BE LENGTHENED OR SI IORI k NED TO BEGIN AT THE EASTERLY LINE OF SAID SOHO AND 13N LD AT A LINE BEARING NORTH 1°5O'41'' WEST EXTENDED NORTHERLY AND SOI.'THERLY FROM THE LAST COURSE OF THIS DESCRIPTION.

CONTAINS 396.4E SF MORE OR LESS.

VINCENT G. KLEPFE LS 71 g I DATE

PREPARED FOR AND ON BEHALF OF THE PRLZM GROUP
P: r1J n 7- 5IEA.SEMENT1m 7.005 POE EASEMENT Ul.doc

EXHIBIT "B"
Plat Map — Permanent Construction Easement

Page 2 of 2 ends

mtieo
Oa'
rgg
w
w
U. 'I -
0 JLY LWE or THE ;NW
1/4 SEC 20, T,3Sr
R9W SBf
14 89'4T14 W
- r1
w• t
SEE SHEET ` T R
AND 31 6753 \
(NS 006
l/ 0,
iO0
USA h_CCI) CONTROL EASEMENT
5515/89 C. R -
ORANGE COUNTY noon CONT O.

EASEMENT PER 7738/9W O.R.

PER
„IL
Ilk if
80 0 80
r — I
Scare 1" — 80 ft
LEGEND
JNDWA1tS PROPOSED

EASEMENT
3 SLY LINE OF COUNTY ROAD
i EASEMENT PER DEED
iREC0RDED 11-26-26 IN
;BOOK 689, PAGE 306 O.R.

GOLDEN VENUE
r
;�

EAST LINE OP

RANCHO SAN
JUAN CAJON1r

DE SANTA ANA
ZI
ILI
4 CZ
W
H
Z
I
Ui
LIJ
CC
H
co
DRAWN 6Y: BK
DATE: 12-5-1D
JOB. NO.: 17-005
FIE W I 17-005
17-005 RUNG
MEEK MD LAAE 9JRhtYQR5
&RSA CT 4 S P
• GEOXf4770r •EEF
• c.WL EP iN.FERING
318 N. COTA U. SUITE L CORONA. CA 92964
PJ•�pr KAIIr Oa. IrkaprL2rngoup.wln
X IIBIT "B'

PERMANENT

CONSTRUCTION

EASEMENT
SHT. 1O.

I
OF 3

a

PARCEL A
(028.9 7SF)
N 0719'061 W
(R)

61.47'
N 96'3'25` W
ti 80't 40
JO' W
L
$P9''
z
0 \_...______ f 18.,3 F)
-- -- 1001
DETAIL "A"

1.-10"
LEGEND
taro

INOIC,ATES PROPOSED
EASEMENT •
AL,
LINE TABLE:

P.O.C.

PDL"A"
P.O.B.

PCL "B"
NUMBER

DIRECDONI

DISTANCE
Ell
S 0T��2.33'3]]B' E_

25.38'
CO
S 78'09124. W

27.99'
CE
N 85'32'26" W

18.64'
L!
S 89'06'50" w

16.05'
F51
S,� 6754i45"6754i45" E '
cc
N 86-32.25.E
X299.82'

28.96'
CURVE TABLE:

NUMBER
DELTA

DISTANCE
RADIUS
11)
12'26'04"

7.78'
35,87'
(2)
66'05'41'

11.50'

9.97'
t)
05-01'14'

6.19'

44.23'
Oar)
0749"09"

20.08'
147.17"
DRAWN BY; BK
DATE 12.—B— 19
JOB. NO.: S T—OUS
FILE, 1 17—CCSI `adEN15\
IT -004 HO
w
CALL EONEEH dJl6 .JuI JRWY Rs
- T
• GEOM4 TIC £NG'NEENING
. CAM ENGANEERWG
- LAND J71 N .ANtGG
314 N. CQTA ST. SUrrC CQR' NA, Ch 92984
PHONE: (951)7374+}P•4101h 7344100•410111.1 -g'aupcam
VIP MR.1 , Ill
d•:I•
Fr
EXHIBIT "B"
P 1RMANENT

CONSTRUCTION

EASEMENT
SHT ND.
2 OF 3

N 7O'30'21" E
CR)
SLY !N€ o COUNTY ROAD
EASEMENT PER DEED?
RECORDED 17-28-26 7N
BOOK 689. PAGE 306 O.R.

N 8O'32'25" W 92.13'
N 65'32 25 W 01.82
Ni 7O'12'24" E(R) LIMIT OF BRIDGE

STRUCTURE EASEMENT
PARCEL "C"
(97.96 5F)
DETAIL "A"
1"w20'
LU
2O
Scale 1* - 2O ft
LINE TABLE:

NUMBER

DIRECTION

DISTANCE
O
N 1 fr 13'15` E

8.00'
ii
N 21'13'15" E

6.00'
X11
N 2613'15" E

5.00'
E l
N 03'23'36" W

1.01'
CURVE TABLE:

NUMBER
DELTA !

DISTANCE
RADIUS
(
0O'17'57"
1'.09'
208,23'
LEGEND
Lis, OME RTES POSED

EASEMENT
N O3'23'36' W

0.84'
N 11'13'15' E

32.74'

CENFERLD E

STORM OWN

EASEMENT
PARCEL AD"
096,48 SO
N O150'43 W
P.O.B.
10 4er
ay

04. NW CUR LOT 1
--P.03.
&r
14,Lri
an
N 291O'3O" E 28.56'
DETAIL 'B"
1'-20'
DRAWN E'f: 81{
DATE 12-6-1D
JOB. 110.; 17-D05
FILL P'V�7\i7-D \ h+EM'S\
17-005 1 -PAW
R:II IPA FAF4 IAA
MIL MHOS MID LV1 smin4p5

LEW MOS LIMN MA
R0177CeNd weeR1Wo
• LANDf�G
310 N. CQT/4 $T..UI E I, DGROF38, r ONO
PHONE: 051) 73T p6•viglha-prLzmiralp.00rn
SW. NO.

E)0-IIE3IT 'Er
PERMANE=NT
conls7Rucrlafa

EASEMENT
OF 3

RECORDING REQUESTED BY:

CITY OF PLACENTIA
Attn: City Clerk
401 E. Chapman Ave
Placentia, CA 92870
AND WHEN RECORDED MAIL TO:

CITY OF PLACENTIA
Attn: City Clerck
401 E. Chapman Ave
Placentia, CA 92870
(THIS SPACE FOR RECORDER'S USE ONLY)

QUIT CLAIM DEED
ASSESSOR'S PARCEL NO: Portion of 336-371-36
Recording Fee: Exempt Documentary Transfer Tax: Exempt
(Government Code Section 27383) (Revenue and Taxation Code Section 11922) The undersigned grantor(s) declare(s):

Documentary transfer tax is $ 0.00 [exempt]
( ) computed on full value of property conveyed, or
( ) computed on full value less value of liens and encumbrances remaining at time of sale ( ) Unincorporated area: (X) City of Placentia, and
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, CITY OF PLACENTIA, A MUNICIPAL CORRPORATION AND CHARTER CITY hereinafter called ("Grantor"), does hereby REMISES, RELEASE AND FOREVER QUITCLAIMS to the Paramount Imperial Villas, LP, A California Limited Partnership, formerly known as Paramount Imperial Villas, Ltd., a California Limited Partnership hereinafter called ("Grantee"), all interest certain situated in the City of Placentia, County of Orange, State of California, found in document titled GRAND DEED OF TEMPORARY AND PERMANENT EASEMENT FOR THE RECONSTRUCTION OF GOLDEN AVENUE BRIDGE, Instrument Document No. 2020000334214 recorded July 14, 2020 said real property more fully described and depicted in EXHIBITS "A" & "B" attached hereto and incorporated herein by this reference.

See exhibit "A" & "B" attached hereto
Date:

Damien R. Arrula, City Administrator
ATTEST:

CITY OF PLACENTIA
Robert S. McKinnell, City Clerk
NOTE: NOTARY ACKNOWLEDGMENTS FOR ALL SIGNATURES MUST BE ATTACHED, PER CIVIL CODE SEC. 1180 ET. SEQ.

ACKNOWLEDGEMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document, to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

STATE OF CALIFORNIA

COUNTY OF
On
)
)
)
before me,
Notary Public, personally appeared who proved to
me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: (SEAL)

EXHIBIT "A"
Legal Description — Temporary Construction Easement

Page 1 of 2 ends

TEMPORARY CONSTRUCTION EASEMENT
BE1NO A PORTION OF THAT CERTAIN PARCEL OF LAND DESCRIBED IN DEED RECORDED DECEMBER 18, 1980 IN BOOK 13879, PAGE 839, OFFICIAL RECORDS OF ORANGE COUNTY, CALIFORNIA, MORE PARTICULARLY DESCRIBED AS FOLLOWS:

COMMENCING AT THE INTERSECTION OF THE NORTHERLY LINE OF THE NORTHEAST QUARTER OF SECTION 20, TOWNSHIP 3 SOUTH, RANG E 9 WEST, SAN

BERNARDINO MERIDIAN, WITH THE EASTERLY LINE OF RANCHO SAN JUAN CAJON DE SANTA ANA;
THENCE ALONG SAID EASTERLY LINE, NORTH 3°23'36" WES f, A U1S I ANCL OF

30.06 FEET TO A LINE PARALLEL WITH AND 30,00 FEET NORTHERLY, MEASURED

AT RIGHT ANGLES, FROM SAID NORTHERLY LINE, SAID POINT BEING TILE POINT OF BEGINNING FOR THIS DESCRIPTION;
THENCE ALONG SAID NORTHERLY LINE, NORTH 89°47'14" WEST, A DISTANCE OF 10020 FEET TO A LINE PARALLEL WITH AND 100.00 FEET WESTERLY, MEASURED AT RIGHT ANGLES, FROM SAID EASTERLY LINE;
THENCE ALONG SAID PARALLEL LINE, NORTH 3°23'36" WEST, A DISTANCE OF 130.01 FEET;
THENCE SOUTH 8957'4." EAST, A DISTANCE OF 100.18 FEET TO SAID EASTERLY LINE; THENCE ALONG SAID EASTERLY LINE. SOUTH 3`23'36" EAST, A DISTANCE OF 130,31 FEET TO TIE POINT OF BEGINNING;
CONTAINS 13,015,88 SF (0.30 ACRES) MORE OR LESS.
,,4a1R;gf !o -o -
VINCENT a KLEPPE LS 7181 DATE

PREPARED FOR AND ON BEHALF OF THE PRIM' GROUP
p;/170(17/17-005/EASEMENT/17-005 TCE EASEMENT A.doc

EXHIBIT "A"
Plat Map — Temporary Construction Easement

Page 2 of 2 ends

IN 1
El
I 3a
Ica
\11'.

NLY UNE
NE 1/4
SEC 20
T 3S. R9W 1
7\USA FLOOD CONTROL EASEMENT
PER 0J'. .502/2.58
100
AL,
0 10D
Scale 1" = 100 ft
LINE TABLE:

NUMBER

DIRECTION

DISTANCE
A
N 3'23'36" W
130.011
Fl
N B9'57"43" W
100.16"
La]
N 3'2.3'36" W
130,31'
M
N 69'47°14" W
_ 100.20"
N 3'23'36" W

30.06'
GOLDEN Ti VENUE
LEGEND

INMATES ITES PROPOSED
EASEMENT 013,015.88 sr)
DRAWN Pin: U1
a'TE, 10-30-19
JOS. ND 17-005
FIC PA 1 17� EAR\
17-005 UMW AEMNG
Era DIGICERS urn Timms
rrl
- GE4CA77C ENONEER N
310 N. GOTA ST- SUITE I, CORGNA, CA 92894
PHOP E: p961) 7874149- eha-Rrlan-giouP 41,71
EXHIBIT"B"

TF M FOR ARY

CONSTRUCTION

EASEMENT
5NT- ND,
1 OF 1

EXHIBIT "B"
Legal Description — Permanent Construction Easement

Page 1 of 2 ends

PERT ArsENT CONSTRUCTION EASEMENT

BEING A PORTION OF THAT CERTAIN PARCEL OF LAND DESCRIBED N DEED RECORDED DECEMBER 18, 1980 IN BOOK 13879, PAOE $39, OFFICIAL RECORDS OF ORANGE COUNTY, CALIFORNIA, MORE PARTICULARLY DESCRIBED AS FOLLOWS:

PARCEL "A":

COMMENCING AT THE INTERSECTION OF THE NORTHERLY LINE OF THE NORTHEAST QUARTER OF SECTION 20, TOWNSHIP 3 SOUTH, RANGE 9 WEST, SAN

BERNARDINO MERIDIAN, WITH THE EASTERLY LINE OF RANCHO SAN JUAN CAJON DE SANTA ANA;
THENCE ALONG SAID EASTERLY LINE, NORTH 3°23'36" WEST, A DISTANCE OF

30.06 FEET TO A LINE PARALLEL WITH AND 30.00 FEET NORTHERLY, MFASUREH AT RJCiHT ANGLES, FROM SAID NORTHERLY LINE;
THENCE ALONG SAID NORTHERLY LLNE, NORTH 89°47'14" 1hWEST, A DISTANCE OF 69,01 FEET THE POINT OF BEGINNING FOR THIS DESCRIPTION;
THENCE CONTINUING ALONG SAID NORTHERLY LINE, NORTH 8V47'14" WEST, A DISTANCE OF I7,76 FEET;
THENCE NORTH 7°30'47' EAST, A DISTANCE OF 2.83 FEET;
THENCE NORTH I3°33'58" EAST, A DISTANCE OF 9'.44 FEET;
THENCE NORTH 89°02'52" EAST, A DISTANCE OF 14.72 FEET;
THENCE SOUTH 2°09'00" EAST, A DISTANCE OF 12.30 FEET TO THE POINT OF BEGINNING;
CONTAINS 19519 SF MORE. OR LESS.

PARCEL "B";

COMMENCING AT THE INTERSECTION OF THE NORTHERLY LINE OF THE NORTHEAST QUARTER OF SECTION 20, TOWNSHIP 3 SOUTH, RANGE 9 WEST, SAN

BERNARDINO MERIDIAN, WITH THE EASTERLY LINE OF RANCHO SAN JUAN CAJON DE SANTA ANA;
THENCE ALONG SAID EASTERLY LINE, NORTH 3°23'36" WEST, A DISTANCE OF

30.O FEET TO A LINE PARALLEL WITH AND 30.00 FEET NORTHERLY, EASUR D

AT RIGHT ANGLES, FROM SAID NORTHERLY LINE, SAID POINT BEING THE POINT OF BEGINNING FOR THIS DESCRIPTION;
THENCE ALONG SAID NORTHERLY LINE, NORTH 89'47'14" WEST, A DISTANCE OF

29.82 FEET TO THE BEGINNING OF A NON TANGENT CURVE CONCAVE EASTERLY HAVING A RADIUS OF 12.60 FEET, A RADIAL LINE TO SAID POINT BEARS SOUTH 7l°48'48" WEST;

THENCE NORTHERLY ALONG SAID CURVE THROUGH A CENTRAL ANGLE OF 1+0j'11'39", A DISTANCE OF 2.24 FEET, A RADIAL LINE TO SAID POINT BEARS SOUTH S2 OO 27" WEST;
THENCE SOUTH 89905'38" EAST, A DISTANCE OF 30.22 FEET TO EASTERLY LINE OF RANCHO SAN JUAN CAJON DE SANTA ANA;
THENCE ALONG SAID EASTERLY LINE, SOUTH 3 23'36" EAST, A DISTANCE OF 1.82 FEET TO THE POINT OF' BEGINNING;
CONTAINS 59.92; SF MORE OR LESS.
'VINCENT G. ICLEPPE LS 7181 DATE

PREPARED FOR AND ON BEHALF OF THE PRIZM GROUP
P: TPG}17/17-OO5IEASE T}17-005 PCE EASEMENT G,doc

EXHIBIT "B"
Plat Map — Permanent Construction Easement

Page 2 of 2 ends

I
f
H
USA FLOOD CONTROL EASEMENT PER C.R.
1 5502/25a
38 NLY UNE
NE 1/4
SEC 20
T 35,
n
co

EASTERLY LINE OF

RANCHO SAN JUAN
? j CAJON OE SANTA
OP-
MrA

SEE DETAIL
.SHEET 2
. . .

GOLDEN AVENUE
C\
w
100 0
LEGEND Set la 1" = 100 ft

INDCATES PROPOSED
EASEMENT (7,955. r45 SF)
I1/
DRAWN BY; AK
DATE; 12-6-19
JOB. NO.: 17-005
F1LE PATPA I 17-0O5\EASaIOITS'%

17.-446 CAREW C. AG
a EwME3S
.IED PPM Wing
• LECAM SLASER SGAIMArG
• GPS d ROSDT7O SLI4l+E•JIN
• CEOM4 Tic' FMCl.VEERJ,VG
• L4ML NO e &
316 N. COTA ST. SUITE ILtORctiA, E A ! 2gg0
PHONE: M.1 j 78f-44H.tpTheithisprurwcup.cari

EXHIBIT

PERMANENT

CONSTRUCTION

EASEMENT
SHT. NO.

OF 2

II
N89 -4-7414V
,
1 ,
1 1
_ I
DETAIL T"AT"

PARCEL B
(59.925T

PARCEL A
(98.,39S'F)
N 69'47'14V

69.01 P.O.B
PCL" A,, N
1 NLY'INENE
114 SEC 20
T 3S, 1491+4+

GOLDEN - A VENUS

EASTERLY LINE OF

RANCHO SAN JUAN

CAJON BE SANTA ANA
P.0.B
PC L "B"
LIME TABLE:

NUMBER

DIRECTION

I DISTANCE
M
N 89+02'52* E
114.72'
ID
N 02'09'00" W

12.30'
I3j
N 8+9'47'14" W

17.76 LI
N 0730'07- E

2.63 11f
N 13'33'56" E
9,44`
J
N 89.05'36" W

30.22'
N 03'23'36" W

1.82' I
ni N
89'4714" V

29.82'
CURVE TABLE:

NUMBER'

DELTA ANGLE

ARC LENGTH
RADIUS
(
10'11'39"
2,24'
12,60'
LEGEND

INDICATES PROPOSED
EASEMENT (258,31 SF)

DRAWN BK
DATE 12-6-19
JOl3. H0.. 17-006
FILE; pA i 17-d05\EASq a\
17-4045 O.D*C
CALL Ondus MD LAC 9JF1£YCf
iorthEG
: ass oLASIFA'a + SURVEYING
-(A,V
iVara
310 N. COTA ST- SUITE I, OOFLONA. CA 926&]
PHONE. 1951) T37-44PL54- h -p n -tip p' 'n
EXH I BIT "B"
PERMANENT 2

CONSTRUCTION

EASEM ENT
SHT. HO.

OF 2

RECORDING REQUESTED BY:

CITY OF PLACENTIA
Attn: City Clerk
401 E. Chapman Ave
Placentia, CA 92870
AND WHEN RECORDED MAIL TO:

CITY OF PLACENTIA
Attn: City Clerk
401 E. Chapman Ave
Placentia, CA 92870
(THIS SPACE FOR RECORDER'S USE ONLY)

QUITCLAIM DEED
ASSESSOR'S PARCEL NO: Portion of 334-011-35
Recording Fee: Exempt Documentary Transfer Tax: Exempt
(Government Code Section 27383) (Revenue and Taxation Code Section 11922) The undersigned grantor(s) declare(s):

Documentary transfer tax is $ 0.00 [exempt]
( ) computed on full value of property conveyed, or
( ) computed on full value less value of liens and encumbrances remaining at time of sale ( ) Unincorporated area: (X) City of Yorba Linda, and
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, CITY OF PLACENTIA, A MUNICIPAL CORPORATION AND CHARTER CITY hereinafter called ("Grantor"), does hereby REMISES, RELEASES AND FOREVER QUITCLAIMS to the JOHN D. GADDIS AND ALLISON GADDIS, HUSBAND AND WIFE AS JOINT TENANTS hereinafter called ("Grantee"), all interest situated in the City of Yorba Linda, County of Orange, State of California, found in document titled GRANT DEED OF TEMPORARY AND PERMENANT EASEMENTS FOR THE RECONSTRUCTION OF GOLDEN AVENUE BRIDGE, Instrument Document No. 2020000319630 recorded July 07, 2020 of said real property more fully described and depicted in EXHIBITS "A" & "B" attached hereto and incorporated herein by this reference.

See EXHIBITS "A" & "B" attached hereto
GRANTOR:

CITY OF PLACENTIA
Date:

Damien R. Arrula, City Administrator
ATTEST:

CITY OF PLACENTIA
Damien R. Arrula, City Administrator
NOTE: NOTARY ACKNOWLEDGMENTS FOR ALL SIGNATURES MUST BE ATTACHED, PER CIVIL CODE SEC. 1180 ET. SEQ.

ACKNOWLEDGEMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document, to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

STATE OF CALIFORNIA

COUNTY OF
On
)
)
)
before me,
Notary Public, personally appeared who proved to
me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: (SEAL)

EXHIBIT "A"
Legal Description — Temporary Construction Easement

Page 1 of 2 ends

TEMPORARY CONSTRUCTION EASEMENT
THAT PORTION OF LOT 1 OF TRACT MAP No. 9192, AS SHOWN BY MAP ON FILE IN BOOK 379, PAGE 8 THROUGH 9 INCLUSIVE OF MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, MORE PARTICULARLY DESCRIBED AS FOLLOWS:

BEGINNING AT THE NORTHWEST CORNER OF SAID LOT 1, SAID POINT ALSO

BEING ON THE EASTERLY LINE OF RANCHO SAN JUAN CATON DE SANTA ANA AS SHOWN ON SAID MAP;
THENCE ALONG THE NORTHERLY LINE OF SAID LOT 1, SOUTH 67°24'57" EAST, A DISTANCE OF 8.52 FEET;
THENCE LEAVING SAID NORTHERLY LINE, SOUTH 9°35'44" WEST, A DISTANCE OF

34.06 FEET TO A POINT IN THE WESTERLY LINE OF SAID LOT 1 AND THE

EASTERLY LINE OF SAID RANCHO, SAID POINT ALSO BEING LOCATED SOUTH 3°23'36" EAST ALONG SAID WESTERLY LINE, A DISTANCE OF 36.92 FEET FROM THE POINT OF BEGINNING;
THENCE ALONG SAID WESTERLY LINE OF LOT l AND SAID EASTERLY RANCHO LINE, NORTH 3°23'36" WEST, A DISTANCE OF 36.92 TO THE POINT OF BEGINNING.

CONTAINS 141.31 SF MORE OR LESS.
# :f
VINCENT G. KLEP E LS 7181
DATE

PREPARED FOR AND ON BEHALF OF THE PRIM GROUP
PlITG/17/17-005/EASEMENT/17-005 TCE EASEMENT E.doc
I
1 EXHIBIT "A "
40 r,..,
odlrvoa OOO -1_4 ,UN rroo
0 40
Scale 1"=40ft
LEGEND
® INDICATES PROPOSED JOB . NO.: 17—OO5
EASEMENT (141.31 SF) F \TPc , 1i� EAMENES\
17-005 DOI

/z
W
I
W
H
z
NUMBER

DIRECTION

DISTANCE
[l
N 6T24'57" W
8,52'
©
N 09'35'44" E

34.06'
[J
N 03 '23'36" W

36.92'
I-
W
W
re
H
co

ORANGE COUNTY FLOOD
CONTROL EASEMENT PER O.R.
7738-900

ORANGE COUNTY INGRESS &
EGNESS EASEMENT PER O.R.
958-427

USA FLOOD CONTROL
EASEMENT PER O.R.
5451-332
DRAWN BY: BK
DAT E 1O -3O-19
mint ID LARRI
sI

OW EJKJRS AND LW WELTS
• LRCA N LASER SCANNING
• GPSI RO BOTIC SU RVEYING
• GEOMA17C ENGINEERING
• CML E NGINEERING
• LAND PLANNI NG
310 N. COTA ST . SUITE I, CORONA, CA 92880
PHONE: (951) 737-O406
tP6@the-P$rouP.cam
EXHIBIT 'A' SHr. NO .

TEMPORARY

CONSTRUCTION

EASEMENT
OF 1

EXHIBIT "B"
Legal Description — Permanent Construction Easement

Page 1 of 2 ends

PERMANENT CONSTRUCTION EASEMENT
THAT PORTION OF LOT 1 OF TRACT MAP No. 9192, AS SHOWN BY MAP ON FILE IN 13OOK 379, PAGE 8 THROUGH 9 INCLUSIVE OF MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, MORE PARTICULARLY DESCRIBED AS FOLLOWS:

BEGINNING AT THE NORTHWEST CORNER OF SAID LOT 1, SAID POINT ALSO

BEING ON THE EASTERLY LINE OF RANCHO SAN JUAN CAJON DE SANTA ANA AS SHOWN ON SAID MAP;
THENCE ALONG THE NORTHERLY LINE OF SAID LOT 1, SOUTH 67°24'57" EAST, A DISTANCE OF 2.77 FEET;
THENCE LEAVING SAID NORTHERLY LINE, SOUTH 11°13'l5" WEST, A DISTANCE OF 9.85 FEET TO A POINT IN THE WESTERLY LINE OF SAID LOT 1 AND THE

EASTERLY LINE OF SAID RANCHO, SAID POINT ALSO BEING LOCATED SOUTH 3°23'36" EAST ALONG SAID WESTERLY LINE, A DISTANCE OF 10.75 FEET FROM '114E POINT OF BEGINNING;
THENCE ALONG SAID WESTERLY LINE OF LOT 1 AND SAID EASTERLY RANCHO LINE, NORTH 3°23'36" WEST, A DISTANCE OF 10.75 TO THE POINT OF BEGINNING, CONTAINS 13.36 SF MORE OR LESS.

VINCENT G. ILEPPE LS 7181
ig_ -,i
DATE

PREPARED FOR AND ON BEHALF OF THE PRIZM GROUP
PITPG.117/17-005/EASEMENT/17-005 PCE EASEMENT J.d9c
7181
{;ikC

EXHIBIT "B"
C
o
E
� N
UN
law 44
c
�a
E
CIJ
eet
eet
0 1> 1G≥f1NOD GOO1d Aiwo o
40 0 40
Scale 1" = 40 ft
F
/z
W
4 I
cc
W
H
z

EAST LINE OF RANCHO

SAN JUAN CAJON DE

SANTA ANA
LINE TABLE:

NUMBER

DIRECTION

DISTANCE
G]
N 6T24'57" W

2.77'
[2a
N 11'13'15 " E

9.85'
❑3
N 03'23'36 W

10.75'
I
W
W
cc
(I)

ORANGE COUNTY FLOOD
CONTROL EASEMENT PER O.R.
7738-900

ORANGF COUNTY INGRESS &
EGNESS EASEMENT PER Q .R .
958-427

USA FLOOD CONTROL
EASEMENT PER O.R.
5451-332
(
l
j P.O .B.
' NfW COR
LOT r
DETAIL "A"
1 •-20'
DRAWN BY: Bl<
LEGEND DATE: 12-6-19
INDICATES PROPOSED JOB. NO.: 17-005
EASEMENT (1.3.36 SF) r1iE: P;�TPG 1 17-0D5\EA5ours\
17-005 J.CNG
x
Q•
COCER5 umUN) SJ

CA NNI NG
•CPSs RR aa onCSURV c
1 ; • G EOM4 ?7C ENGJ NEERL'VG
• CML ENCI NEMINO
• L PLAN NING
310 N. COTA ST . SURE I, COR ONA. CA 92880
PHONE- [851] 737 -4436
m ath
. 1 .

EXHIBIT "8" SKT . NO.

PERMANENT

CONSTRUCTION

EASEMENT
OF 1

RECORDING REQUESTED BY:

CITY OF PLACENTIA
Attn: City Clerk
401 E. Chapman Ave
Placentia, CA 92870
AND WHEN RECORDED MAIL TO:

City of Placentia
Attn: City Clerck
401 E. Chapman Ave
Placentia, CA 92870
(THIS SPACE FOR RECORDER'S USE ONLY)

QUIT CLAIM DEED
ASSESSOR'S PARCEL NO: Portion of 334-021-15
Recording Fee: Exempt Documentary Transfer Tax: Exempt
(Government Code Section 27383) (Revenue and Taxation Code Section 11922) The undersigned grantor(s) declare(s):

Documentary transfer tax is $ 0.00 [exempt]
( ) computed on full value of property conveyed, or
( ) computed on full value less value of liens and encumbrances remaining at time of sale ( ) Unincorporated area: (X) City of Placentia, and
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, CITY OF PLACENTIA, A MUNICIPAL CORRPORATION AND CHARTER CITY hereinafter called ("Grantor"), does hereby REMISES, RELEASES, AND FOREVER QUITCLAIMS to the Villena Community Association, a California nonprofit mutual benefit corporation hereinafter called ("Grantee"), all interest situated in the City of Placentia, County of Orange, State of California, found in document titled GRANT DEED OF

TEMPORARY AND PERMANENT EASEMENT FOR THE RECONSTRUCTION OF GOLDEN AVENUE BRIDGE, Instrument Document No. 2020000628395 recorded November 03, 2020 said real property more fully described and depicted in EXHIBITS "A" and "B" attached hereto and incorporated herein by this reference.

See exhibits "A" & "B" attached hereto
GRANTOR:

CITY OF PLACENTIA
Date:

Damien R. Arrula, City Administrator
ATTEST:

CITY OF PLACENTIA
Robert S. McKinnell, City Clerk
NOTE: NOTARY ACKNOWLEDGMENTS FOR ALL SIGNATURES MUST BE ATTACHED, PER CIVIL CODE SEC. 1180 ET. SEQ.

ACKNOWLEDGEMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document, to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

STATE OF CALIFORNIA

COUNTY OF
On
)
)
)
before me,
Notary Public, personally appeared who proved to
me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: (SEAL)

EXHIBIT "A"
Legal Description — Temporary Construction Easement

Page 1 of 2 ends

TEMPORARY CONSTRUCTION EASEMENT
THAT PORTION OF LOT 2 OF TRACT MAP ND, 17489, AS SPIWN BY MAP ON FILE IN BOOK 923, PAGE 44 THROUGH 47 INCLUSIVE OF MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, MORE PARTICULARLY DESCRIBED AS FOLLOWS:

BEGINNING AT THE SOUTHWEST CORNER OF SAID LOT 2, SAID POINT ALSO BEING ON THE EASTERLY LING OF RANCHO SAN .JAN CAJON DE SANTA ANA AS SHOWN ON SAID MAP;
THENCE ALONG THE WEST LINE OF SAID LOT 2 AND SAID EASTERLY LINE OF SAID RANCHO, NORTH 3°23'36" WEST, A DISTANCE OF 131.79 FEET; THENCE LEAVING SAID LXNE SOUTH 39°38'54" EAST, A DISTANCE OF 33.82 FEET TO A LONE PARALLEL AND 20.00 FEET EASTERLY, MEASURED AT RIGHT ANGLES, FROM SAID WEST LINE;
THENCE ALONG SAID PARALLEL LINE, SOUTH 3°23'36" EAST, A DISTANCE OF 106,92 FEET TO THE SOUTHERLY LINE OF SAID LOT 2, SAID POINT BEING ON THE NORTHERLY RIGHT OF WAY OF GOLDEN AVENUE, A 40.00 FOOT HALF WIDTH ROAD PER SAID TRACT;
THENCE ALONG SAID SOUTHERLY LINE AND RIGHT OF WAY, NORTH 86°32°25" WEST, A DISTANCE OF 20.14 FEET TO THE POINT OF BEGINNING.

CONTAINS 2,387.07 SF (0.05 ACRES) MORE OR LESS,
f.al f[4 -
VINCENT )(LOPE LS 7181
DATE
PREPARED FOR AND ON BEHALF OF THE P1 M GROUP
P:/TPG/17/17-005/EASEMENT/17-005 TCE EASEMENT B.doe

EXHIBIT "A"
Plat Map — Temporary Construction Easement

Page 1 of 2 ends

100'
U5A FLOOD

CONTROL
LA.,S MENT
3 50
Soak 1" - BO ft
KAM
JNDICArES PROPOSED
E4SEM INT 0,387.07 E)

LIMON OIL COMPANY RIGHT OF WAY
EAsaidair Fez DEEn RECORDED
10/4/23, RJR 489, PACE 26S 0.R.
447
• 1 FLOOD CONTROL EASEMENTS PER
I DEED RECORDED 8/29/38, 9K
964, PG 78 O.R.

OF

SA EASEMENT FOR FLOOD

CONTROL PER DEED RECORDED
f2/27160 &C 5556, PAGE 547
O. f?,
LAW

GOLDEN -AVENUE

LINE TABLL,
NUMBER

DIRECTION

DISTANCE
[D
N 03'23'35' W
1O 2'
H
N 65`32'25' W
20,14"
[E]
N 03.23'35' W
131.79"
170
N 39'38'54' W

33.52'
CRON Bir_ 140,
DATE 8-24-20
JOB. NO.: l7-005
FLE P:\TP5107107-0MEAMMENF51\
17—D05 EASBAM B.UWC
�A J�oars/f:r�TVN
OUE
EPICAERS. AD LAO SIOR RS
WIMP If.rt1IUI
•f ':ii"i. P6;$§S-+d's:a} 9r
•
r • rd1 Wet Yre srY�'7Yrk
-• 4 OTA fir_ UITE�CAR0144, 97'S 5a
n.
5I -IT NO.
l'*aTRUCT7JJr'
✓Q.'w ytiiI !4rJL
OF 1

EXHIBIT "B"
Legal Description — Permanent Easement

Page 1 of 2 ends

PERMANENT SLOPE EASEMENT
THAT PORTION OF LOT 2 OF TRACT MAP No. 13489, AS SHOWN BY MAP ON FILE IN BOOK 923, PAGE 44 THROUGH 47 INCLUSIVE OF !v ISCELLANF.OUS MAPS, RECORDS OF ORANGE COUNTY. MORE PARTICULARLY DESCRIBED AS FOLLOWS:

BEGINNING AT THE SOUTHWEST CORNER OF SAID LOT 2, SAID POINT ALSO

BEING ON THE EASTERLY LINE OF RANCHO SAN JUAN CAJON DE SANTA ANA AS SHOWN ON SAID MAP;
THENCE ALONG THE WEST LINE OF SAID LOT 2 AND SAID EASTERLY LINE OF SAID RANCHO, NORTH 3°23'36' WEST, A DISTANCE OF 329 FEET; THENCE LEAVING SAID LINES SOUTH 89=496'13" EAST, A DISTANCE OF 9.O4 FEET; THENCE SOUTH 10°19`39" EAST, A DISTANCE OF 3.?8 FEET TO THE SOUTHERLY LINE OF SAID LOT 2, SAID POINT BEING ON THE NORTHERLY RIGHT OF WAY OF (3OLDFN AVENUE, A 40,OL FOOT HALF W[DTH ROAD PER SAID TRACT; THENCE ALONG SAID SOUTHERLY LINE AND RIGHT OF WAY. NORTH SeS2'25" WEST, A DISTANCE OF 9.54 FEET TO THE POINT OF BEGINNING, CONTAINS 3238 SP MORE OR LESS.

V ficclifiVettfl
CENT a KL PE LS 7181
DATE

PREPARED FOR AND ON BEHALF OF THE PRIM GROUP
P:ITP 17f 17-O051EASEMENT.f 17-00 5 PCE BASEMEN`I P.dac

EXHIBIT "B"
Plat Map — Permanent Easement

Page 2 of 2 ends

UNION OIL COMPANY RIG&fT
Or WAY EASEMENT PER
DEED RECORDED l0/4/23,
eK 489, PAGE 2456 O,R.
100'
LISA PLO00
coNrRaL
E,4sEME NT

EASTERLY LONE

OF RANCHO SAN

JUAN' CAJON DE
s, rA ANA
P. .B.
60 LEGEND

INDICATES PROPOSED
EASEMENT (32.38 SF)
II
31r - Oo CONTROL EASEMENTS
PERPL0, E0 }RECORDED
829,8, EIK 964, PO 78
I O.H.

I 1
1 G hh 20'
h
III
a
0 USA EASEMENT FOR FLOOD

CONTROL PER DEED
RECORDED 12/21/60 8K
5556, PAGE 547 D.R.

SEE DETAIL "A"
GOLDphAVENUE

RANCHO LINE-
P.O.B.

DETAIL HA"
LINE TABLE: SLY LINE DoT2
NUMBER

DIRECTION

DISTANCE
Ea
N 03'23"36` W

3.29'
Ill
N 89'06'11' W

9.04'
I
N 11719 39" W

3.78'
E!
N 86'32'25' W
g.54'
DRAWN E3Y_ AL#
OAr 12 -d -1a
JOB. N0. 17-005
FILE P: TPC 1 17-905\FASEMEN15\
17-035 F,IIIWG
F
(M E1Bd11EEHS
(" .. '
• LEW A halt'AMR FC IAVMMNG
• GiPB d R0B0FAG' SLOlitY3WG
• OFI2MA 77VCEEIii 1NEER,VG
310N. MITA 9 T_ ES1JITE . CORCII&, C.4 92Ez0
PHOI :(951]7 109'Ep9 ?la.pda„-Iow..r m
E70-IIBIT "Er

PERMANENT

CONSTRUCTION

EASEMENT
SHT. NO.

I
OF I

TO:

VIA:

FROM:

DATE:

SUBJECT:

Placentia City Council

AGENDA REPORT

CITY COUNCIL

CITY ADMINISTRATOR

DIRECTOR OF COMMUNITY SERVICES
NOVEMBER 7, 2023
AMENDMENT NO. 1 TO PROFESSIONAL SERVICES AGREEMENT WITH GROUP 4 ARCHITECTURE, RESEARCH + PLANNING FOR 65% COMPLETE

ARCHITECTURAL AND ENGINEERING DESIGN SERVICES FOR THE

PROPOSED PLACENTIA COMMUNITY/SENIOR CENTER CONTINGENT UPON

APPROVAL FROM THE COUNTY OF ORANGE FOR ADDITIONAL PARKING

SPACES FOR THE CENTER
FISCAL
IMPACT: EXPENSE: $1,395,000 PROFESSIONAL SERVICES AGREEMENT BUDGET: $ 600,000 FY 2023-24 COMMUNITY BENEFIT DONATION $ 500,000 DONATION FROM FOURTH DISTRICT

SUPERVISOR DOUG CHAFFEE'S OFFICE
$ 295,000 FY 2023-24 CAPITAL IMPROVEMENT PROJECT
FUND
SUMMARY:

The Placentia Parks Initiative (the "Initiative") was approved by the City Council in May 2021. As a part of the Initiative, it was determined that the City's aging Senior Center no longer adequately accommodates the community's needs, and the construction of a new center should be explored. In this effort, a Blue -Ribbon Committee was established with the special purpose of identifying the needs and design components of a proposed Community/Senior Center ("Center") to be constructed at Tri-City Park.

Additionally, the City Council directed Staff to procure the services of an architectural firm to prepare the design plans for the new proposed Center to the 35% complete level. The Blue -Ribbon Committee along with Staff identified potential locations and concluded that Tri-City Park was the most favorable location for the proposed Center.

On September 20, 2022, the City entered into a Professional Services Agreement (PSA) with Group 4 Architecture, Research + Planning Inc. ("Group 4") for 35% complete architectural and engineering design services for the proposed Center.

At the September 19, 2023, meeting, the City Council received a presentation on the 35% design completed by Group 4. Per direction from the City Council, Staff was directed to work with the County of Orange ("County") to finalize the boundaries and footprint of the proposed center that

1.j.

Nov. 07, 2023

City Council Agenda
November 7, 2023

Page 2 of 5 ends

were identified in the Lease Agreement between the City and the County. The City Council expressed a need for more parking for the proposed center based upon similarly sized nearby facilities. Staff was directed to work with the County to finalize an agreement between the City and the County, authorizing the City to provide at least 225 parking spaces for the proposed center.

Staff and the County of Orange have met and discussed the need for more available parking spaces for the proposed facility. The County is reviewing all information provided to them regarding the City's request to provide the required parking spaces. Currently, the City is awaiting a response from the County; however, Staff would like to ensure that the amendment is ready and signed, should the County approve the City's request for the 225 parking spaces. This action will ensure that there is no significant delay in the project should the County take additional time to approve the parking. Therefore, Staff recommends the City Council approve Amendment No. 1 to the Professional Services Agreement with Group 4, with a contingency clause indicating that no work shall commence on the project until the City and the County have finalized the 225 parking spaces for the proposed Center at Tri-City Park.

In summary, this action shall approve Amendment No. 1 to the Professional Services Agreement with Group 4 to provide Phase II , 100% complete architectural and engineering design services for the proposed Center at Tri-City Park, contingent upon the execution of an amendment to the existing Lease Agreement between the City and the County authorizing the City to provide at least 225 parking spaces for the proposed center or upon approval of a mutually agreed upon alternate site plan or parking plan.

RECOMMENDATION:

It is recommended that City Council take the following actions:

1. If approved, direct Staff and the Blue -Ribbon Committee to proceed with 100% complete architectural and engineering design documents for the proposed Community/Senior Center, contingent upon obtaining authorization from the County of Orange to provide at least 225 parking spaces for the proposed center or upon approval of a mutually agreed upon alternate site plan or parking plan; and

2. Approve Amendment No. 1 to the Professional Services Agreement with Group 4 Architecture, Research + Planning Inc. for a not -to -exceed amount of $1,395,000, contingent upon obtaining authorization from the County of Orange to provide at least 225 parking spaces for the proposed center or upon approval of a mutually agreed upon alternate site plan or parking plan; and

3. If approved, authorize the City Administrator to approve any change orders up to 10% of the contract not -to -exceed amount, or $139,500; and

4. If approved, authorize the City Administrator and/or his designee to execute all necessary documents, in a form approved by the City Attorney.

City Council Agenda
November 7, 2023

Page 3 of 5 ends

STRATEGIC PLAN STATEMENT:

This item is consistent with the City Council approved 5 -Year Strategic Plan Goal to Implement Public Infrastructure to Meet Community Needs and construct a Community/Senior Center, under Objective #5.1.

DISCUSSION:

The Blue -Ribbon Committee ("Committee") was officially formed on September 7, 2021.

Committee members were appointed by each City Council Member in representation of their respective Council Districts with the special purpose of identifying the needs and design components of a proposed Community/Senior Center ("Center") to be constructed within the City.

Tri-City Park was identified as an ideal location, given the availability of land, and surrounding recreational amenities such as the lake and parking accessibility. On October 18, 2022, the City Council approved a ninety-nine (99) year lease with the County of Orange ("County") for the use of Tri-City Park for the construction of a proposed Center at no cost to the City on 2.25 acres of land, valued at several million dollars.

On September 20, 2022, the City entered into a Professional Services Agreement (PSA) with Group 4 Architecture, Research + Planning Inc. ("Group 4") for 35% complete architectural and engineering design services for the proposed Center. The scope of work for Group 4 included the preparation of a detailed needs assessment report as determined by the Committee and community input, along with concept options and a schematic design. Staff and the Committee have worked diligently on the design process with Group 4 and discussed the various needs of the community and the most beneficial and efficient uses for the proposed Center. These discussions have also included identifying the range of furnishings, fixtures, and equipment to be used in the building, based upon the schematic design consisting of refined floor plans, exterior building elevations, and specific use of spaces.

The proposed Center will support a multitude of activities, such as fitness classes, art classes, life-long learning, arts and crafts, music, games, health screenings, exercise classes, nutrition classes, technology classes, meals, and social and support groups for all ages. Additionally, a large community hall accommodating 300+ guests for rentals and reservations of community events and private gatherings, with a catering kitchen and outdoor patio/reception areas, is also proposed in the design. Finally, the proposed Center will also include conference/training rooms for Staff, and offices to allow for the relocation of existing Community Services personnel and a third -party vendor space for the operation of a proposed cafe open to all Center and park patrons.

At the September 19, 2023, City Council Meeting, the Council received the 35% complete project design concept. During Council discussion, Staff was directed to work with the County to obtain authorization to utilize additional County Park land to construct at least 225 parking spaces for the proposed Center at Tri-City Park.

City Council Agenda
November 7, 2023

Page 4 of 5 ends

Following City Council direction, Staff and the County of Orange met and discussed the need for more available parking spaces for the proposed Center. The County is reviewing all information provided to them regarding the City's request to provide 225 parking spaces. Currently, the City is awaiting a response from the County; however, Staff would like to ensure that the amendment is ready and signed, should the County approve the City's request for the 225 parking spaces.

This action will ensure that there is no significant delay in the project should the County take additional time to approve the parking. Therefore, Staff recommends that the City Council approve Amendment No. 1 to the Professional Services Agreement with Group 4, with a clause indicating that no work shall commence on the project until the City and the County have finalized the amount of requested parking spaces for the proposed Center at Tri-City Park, or upon approval of a mutually agreed upon alternate site plan or parking plan. Additionally, the City and Group 4 understand and agree that no funds shall be expended, until the City and the County have come to an agreement on the number of parking spaces for the Center.

FISCAL IMPACT:

Amendment No. 1 to the Professional Services Agreement with Group 4 to provide Phase II, 100% complete architectural and engineering design level for the proposed Center is proposed for a not -to -exceed amount of $1,395,000. This expenditure and amendment shall only be valid if the County grants authorization for the requested 225 parking spaces or approves a mutually agreed upon alternate site plan or parking plan. No work shall commence until the City obtains approval for the requested parking spaces or upon approval of a mutually agreed upon alternate plan is reached. Should the City be unable to reach an agreement with the County for the requested 225 parking spaces or agree upon an alternate site plan, Amendment No. 1 shall be null and void.

Funding for Phase II of the project shall include a $500,000 grant from 4th District Supervisor Doug Chaffee's Office, a $600,000 Community Benefit donation from ToII Bros., and $295,000 from the Fiscal Year 2023-2024 General Fund Capital Improvement Projects Fund. Collectively, the donation and grant funds represent over 80% of the funding needed to complete the balance of design. Therefore, sufficient funds exist for the recommended actions.

Prepared by:
1(41 71')
Reviewed by:
%.A.Q}v\ ,
Veronica Ortiz Karen Crocker
Deputy Director of Community ervi s. Director of Community Services Reviewed and approved:

Jennifer Lampman
Director of Finance
Reviewed and approved:

Damien R. Arrula
City Administrator

City Council Agenda
November 7, 2023

Page 5 of 5 ends

Attachments:

1. Professional Services Agreement with Group 4 Architecture, Research + Planning Inc.

2. Amendment No. 1 to the Professional Services Agreement with Group 4 Architecture, Research + Planning Inc.

CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH
Group 4 Architecture, Research + Planning, Inc.

THIS AGREEMENT is made and entered into this 20th day of September, 2022 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and Group 4 Architecture, Research + Planning, Inc., a California corporation ("Consultant").

WITNESSETH:

A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to provide accessibility design services, as more fully described herein; and B. WHEREAS, Consultant represents that it is "design professional" as that term is defined by California Civil Code Section 2782.8 and has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties and liabilities in connection with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.

NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:

1.0. SERVICES PROVIDED BY CONSULTANT

1.1. Scope of Services. Consultant shall provide the professional services described in the Consultant's Proposal ("Proposal"), attached hereto as Exhibit "A" and incorporated herein by this reference, including but not limited to, preparing all design documents free from defects.

1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided in a manner consistent with the degree of care and skill ordinarily exercised by other reputable members of Consultant's profession practicing in the same or similar locality and under similar circumstances. Consultant also represents that it is familiar with all laws that may affect its performance of this Agreement and shall endeavor to keep itself informed and comply and advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.

Consultant also represents that it has ownership of all intellectual property being provided under this Agreement. Consultant makes no warranties or guarantees, express or implied, under this Agreement or otherwise in connection with Consultant's services except that the services will be performed consistent withteh standard of care stipulated herein.

1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
(a) Meet with Consultant to review the quality of the work and resolve the matters of concern;
(b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or
(c) Terminate the Agreement as hereinafter set forth.

1.4. Warranty. Consultant represents that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State and local laws and ordinances applicable to the services required under this Agreement. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above - mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement.

1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. Such actions shall include, but not be limited to the following:
employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training, including apprenticeship. Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.

Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant shall state that all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, marital status, national origin, or mental or physical disability. Consultant shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.

1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.

1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at 2 Group 4

Consultant's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Consultant may engage during the term of this Agreement.

1.8. Confidentiality. Employees of Consultant in the course of their duties may have access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement.

2.0. COMPENSATION AND BILLING

2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A". Consultant's total compensation shall not exceed Five Hundred Ninety -Eight Thousand Seven Hundred Sixty Dollars ($ 598,760.00).

2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal or which is inconsistent with or in violation of the provisions of this Agreement unless the City or the Project Manager for this Project, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable.

Should the City request in writing additional services that increase the hereinabove described "SCOPE OF SERVICES", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services.

2.3. Method of Billing. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice.

Each invoice shall describe in detail, the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.

2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date. 3 3.0. TIME OF PERFORMANCE

3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A".

3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time extension may be mutually agreed upon in writing by the City and the Consultant. The Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.

4.0. TERM AND TERMINATION

4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of 36 months, ending on July 4, 2025, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. This agreement is made expressly contingent upon the execution of a long-term lease agreement between the City and County, authorizing the City to construct and operate the proposed Senior/Community Center project in Tri-City Park (the "County Lease"). Consultant understands and agrees that no work shall be performed under this agreement until the County Lease is finalized, and a notice to proceed is issued by the City Administrator.

4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates or abandons a portion of this Agreement such suspension, termination or abandonment shall not make void or invalidate the remainder of this Agreement.

If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
4 Group 4

c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.

4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.

4.4. Documents. In the event of termination of this Agreement, all documents prepared by Consultant in its performance of this Agreement including, but not limited to, finished or unfinished design, development and construction documents, data studies, drawings, maps and reports, shall be delivered to the City within ten (10) days of delivery of termination notice to Consultant, at no cost to City. Any use of uncompleted documents without specific written authorization from Consultant shall be at City's sole risk and without liability or legal expense to Consultant.

5.0. INSURANCE

5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement all of the following minimum scope of insurance coverages with an insurance company admitted to do business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a) Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Consultant maintains higher limits that the spedified minimum limits, City requires and shall be entitled to coverage for the high limits maintained by the Consultant.
(b) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident for any employee or employees of Consultant. Consultant 5 Group 4

agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies.

Before execution of this Agreement by the City, the Consultant shall file with the Public Works Director/City Engineer the following signed certification:

I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers' Compensation or to undertake self-insurance before commencing any of the work.

The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance, and shall furnish a Certificate of Insurance to the Public Works Director/City Engineer before execution of this Agreement by the City.

The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the consultant to comply with this section.
(c) Professional errors and omissions ("E&O") liability insurance with policy limits of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence and aggregate. Architects' and engineers' coverage shall be endorsed to include contractual liability. If the policy is written as a "claims made" policy, the retro date shall be prior to the start of the contract work. Consultant shall obtain and maintain, said E&O liability insurance during the life of this Agreement and for three years after completion of the work hereunder.

Neither the CITY nor any of its elected or appointed officials, officers, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant.

If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.

5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions as worded below:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are addition- al insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; and premises owned, occupied or used by the Consultant."
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the 6 Gpoup 4

required polices are reduced; (3) or the deductible or self insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any canceled policy, the City may procure such insurance at Consultant's sole cost and expense."
(c) Other insurance: "The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy."
(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.
(e) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

5.3. Deductible or Self Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or self -insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self -insured retention.

5.4. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance and endoresements shall be attached hereto as Exhibit "B" and incorporated herein by this reference.

5.5. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.

6.0. GENERAL PROVISIONS

6.1. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing, and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.

6.2. Representatives. The City Administrator or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement.

Consultant shall designate a representative for purposes of this Agreement who 7 Group 4

shall be authorized to issue all consents, approvals, directives and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement.

6.3. Project Managers. City shall designate a Project Manager to work directly with Consultant in the performance of this Agreement. It shall be the Consultant's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Consultant shall refer any decision, which must be made by City, to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.

Consultant shall designate a Project Manager who shall represent it and be its agent in all consultations with City during the term of this Agreement and who shall not be changed by Consultant without the express written approval by the City. Consultant or its Project Manager shall attend and assist in all coordination meetings called by City.

6.4. Notices. Any notices, documents, correspondence or other communications concerning this Agreement or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.

IF TO CONSULTANT
Group 4 Architecture, Research, +
Planning Inc.
211 Linden Avenue
South San Francisco, CA 94080
TeI: 650-871-0709 x217
Attn: Dawn Merkes
IF TO CITY:

City of Placentia
401 E. Chapman
Placentia, CA 92870
TeI: 714-993-8120
Fax: 714-528-4640
Attn: Luis Estevez

6.5. Attorneys' Fees. In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.

6.6. Governing Law. This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. Consultant agrees to submit to the personal jurisdiction of such court in the event of such action.

6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this 8 Group 4

Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.

6.8. Indemnification and Hold Harmless. Consultant agrees to defend, indemnify, hold free and harmless the City, its elected and appointed officials, officers, agents and employees, at Consultant's sole expense, from and against any and all claims, demands, actions, suits or other legal proceedings arising out of, pertaining to, or relating to the negligence, recklessness, or willful misconduct of Consultant brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Consultant, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply apply whenever any claim, action, complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the negligence, recklessness, or willful misconduct of the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City.

Consultant has no obligation to pay for any of the City's or any indemnitee's defense related costs prior to a final determination of liability. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.

6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.

6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
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Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require.

6.12. Ownership of Documents. All findings, reports, documents, information and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City, but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.

Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.

6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information and data, including, but not limited to, computer tapes, discs or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et seq.).

Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 6254.7, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.

6.14. Conflict of Interest. Consultant and its officers, employees, associates and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant and its officers, employees, associates and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute.
10 Group 4

6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.

6.16. Prohibited Ennloyrnent. Consultant will not employ any regular employee of City while this Agreement is in effect. Furthermore, Consultant will comply with the following:
(a) Unauthorized Aliens. Consultant hereby represents and warrants that it will comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ such unauthorized aliens for the performance of any work and/or services under this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Consultant hereby agrees to reimburse City for any and all liabilities, actions, suits, claims, demands, losses, costs, judgments, arbitration awards, settlements, damages, demands, orders, or penalties which arise out of or are related to such employment, together with any and all costs, including attorneys' fees, incurred by City. (b) E -Verify. If Consultant is not already enrolled in the U.S. Department of Homeland Security's E -Verify program, Consultant shall enroll in the E - Verify program within fifteen (15) days of the effective date of this Agreement to verify the employment authorization of employees assigned to perform work hereunder. Consultant shall verify employment authorization within three (3) days of hiring a new employee to perform work under this Agreement. Information pertaining to the E -Verify program can be found at http://www.uscis.gov , or access the registration page at https://e-verify.uscis.gov/enroll . Consultant shall certify its registration with E -Verify and provide City its registration number within sixteen days of the effective date of this Agreement. Failure to provide certification will result in withholding payment until full compliance is demonstrated.

6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable: This Agreement, the City's Request for Proposals, the Consultant's Proposal.

6.18. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.
11 6.19. No Third Party Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.

6.20. Headincs. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.

6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.

6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement.

6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.

6.24. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.

6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.

6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written. 12 CITY OF PLACENTIA,
A municipal corporation
Darn
ATTEST:
ity Administrator
Robert S. McKinnell, City Clerk and ex -officio Clerk
of the City of Placentia

CONSULTANT
DAWN)
Name and Title
614 -'z 31(r7r7a
Date: 1, /z
tQ Date: 1/21/20 2 -
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:

Cris L. Bettenhausen, City ttorney
APPROVED AS TO INSURANCE:
7 nna Ramirez, Ris lanagement
APPROV
Luis Estevez, roj .c Manager
CONTENT:

Date:
97dP/?')
Date: /4-2O`Z2
Date:
/0/5/6
13 Group 4

DEPARTME OVAL
Luis Estevez, Deputy C y Administrator
Date:
14 Group 4

EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
15 EXHIBIT B

CERTIFICATES OF INSURANCE AND ENDORSEMENTS
16 2 December 2021 (revised 05/03/2022)
GROUP 4

ARCHITECTURE
R E S E A R C H +

PLANNING, INC
211 LINDEN AVENUE

SO SAN FRANCISCO
CA 94080 USA
7:650.871.0709
F:650.871.7911
www g4arch.com

JONATHAN HARTMAN

A R C H I T E C T
DAWN E. MERK ES

A R C H I T E C T

DAVID SCHNEE

A R C H I T E C T

ANDREA GIFFORD

A R C H I T E C T

CAROLYN CARLBERG

A R C H I T E C T

GARY CHING

A R C H I T E C T

HARDING DOWELL

A R C H I T E C T

J I L L E Y R ES

A R C H I T E C T

DANIEL LA R OSSA

A R C H I T E C T

WILLIAM L I M

A R C H I T E C T

T E R E S A ROM

A R C H I T E C T
Luis Estevez, Deputy City Administrator

CITY OF PLACENTIA
401 East Chapman Avenue
Placentia, CA 92870
Re: PROFESSIONAL ARCHITECTURAL AND ENGINEERING DESIGN SERVICES

FOR THE PLACENTIA SENIOR/COMMUNITY CENTER
Dear Mr. Estevez and Members of the Selection Committee:

Group 4 Architecture, Research + Planning, Inc. is pleased to submit our proposal for the new Placentia Senior/Community Center. This project represents an important opportunity to create a modern, flexible, and sustainable new center that brings together national best practices in design and operations, innovative services, and the Placentia community's distinct vision and values. We share the City's commitment to ongoing engagement of the Placentia community in developing the vision, and will facilitate a planning and design process that builds a strong foundation of support and momentum for successful funding and project implementation.

Group 4 has more than four decades of experience working with California communities to develop beautiful and sustainable community facilities. Each Group 4 project is planned and designed to respond to and reflect the vision and values of its community, while incorporating new innovations and best practices from around the country. For each project, we use our distinctly interactive approach to effectively engage staff, stakeholders, and comittee members in the planning and design process — resulting in local and national recognition for innovation and excellence in senior/community center programming and operations as well as for design and sustainability.

Recent examples of Group 4's award -winning projects include our new Yorba Linda Library and Cultural Arts Center, our new senior/community Center at District 56 in Elk Grove, and our new Boulevard Community Center in Dublin. Our Mitchell Park Center in Palo Alto received an Award of Excellence from the California Parks & Recreation Society among numerous other honors, and our San Leandro Senior/Community Center was recognized for design excellence by the National Recreation & Park Association. Our zero - net -energy Burlingame Community Center features many design and operational innovations relevant to the Placentia Senior/Community Center as well.

Group 4 is pleased to offer a highly experienced team for the Placentia Senior/Community Center project led by firm principals and associates with decades of relevant project experience. Principal-in-Charge/Project Manager Dawn Merkes has extensive experience working with and designing for seniors and an unparalleled record of success in helping communities develop a shared vision for public facilities and strong support for capital funding strategies. Dawn will be joined for this project by Principal Project Architect Jonathan Hartman and Principal Designer Andrea Gifford, who together with Dawn have led many successful, award -winning projects including the West Sacramento Community Center and Concord Senior Citizens Center. We are also proposing a team of landscape, m:\proposals\2021\985 placentia scc\revised proposal 2022-04-29\0-1 121 revl .docx

2 December 2021 (revised 05/03/2022) Luis Estevez, Deputy City Administrator Page 2 engineering, and cost consultants with whom we have partnered on other successful public projects.

We have developed a proposed project approach and work plan for the new Placentia Senior/Community Center based on our understanding of this project and our experience with other similar projects. Highlights of our proposed approach include a proven participatory design process which includes working closely with the appointed Blue - Ribbon Committee, stakeholder interviews, and study sessions and presentations to the Park Arts and Recreation Commission, the Planning Commission, and City Council. We are also proposing technical meetings and our signature Integrated Design Workshops at each phase of the project to work with City staff and our consultant team to ensure a smooth review process and a well -coordinated design.

In this proposal we present a detailed work plan for an efficient, interactive process through Phase I Schematic Design (35% design documents), and an overview of our proposed process for Phases I and II. We have not had the opportunity to review our proposed approach with the City yet, and look forward to working with you to refine our proposal to meet your project needs.

To summarize our qualifications, the Group 4 team offers:

Excellence in planning and design. We will bring our decades of experience working with diverse communities, seniors, and community leaders to bear on the design process for the new Placentia Senior/Community Center. The result will be a beautiful, innovative, and sustainable new community "centerpiece" that responds to Placentia's needs, reflects its vision and values, and supports diverse senior and multigenerational programming.

A proven participatory process. Our engaging, information -forward design approach is key to the success of our community projects. Providing detailed information on the needs assessment, site analysis, and design strategies will allow the Blue Ribbon Committee to fully understand the pros and cons of each option, and to confidently move ahead with recommendations to the City Council. This proven process will develop consensus and build excitement and momentum for the next phases of design and implementation.

Comprehensive sustainability. The Group 4 team is committed to ecological and operational sustainable design, with experience on multiple ZNE, CalGreen, and LEED Platinum -certified projects. Our design will respond to Placentia's climate, the specific opportunities of the site, and the City's goals and priorities for energy efficiency and performance. We will also work with City staff to ensure that the center is operationally sustainable, providing an exceptional customer experience while meeting revenue generation and cost recovery targets.

Placentia's unique character presents an opportunity to create an innovative and truly responsive center that supports the community's active lifestyle. The new center's role as a multigenerational community destination for a multitude of uses has clear implications for design of the building, which will emphasize space for people and flexible support for a wide variety of activities.

2 December 2021 (revised 05/03/2022) Luis Estevez, Deputy City Administrator Page 3 We look forward to the opportunity to discuss our qualifications, proposed approach, and interest in this exciting project with you. Please feel free to contact us with questions or for additional information.

Sincerely,
GROUP 4 ARCHITECTURE, RESEARCH + PLANNING, INC.
cA0azoceituvecid
Dawn Merkes
Principal
[email protected]
(650) 871-0709x217
Andrea Gifford athan Hartman
Principal Principal
[email protected] [email protected]
(650) 871-0709x218 (650) 871-0709x230

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GROUP 4 FIRM INTRODUCTION
Group 4 Architecture, Research + Planning, Inc., is a full -service architecture firm dedicated to creating vibrant public places that cultivate dynamic communities. For more than four decades, our inspired and talented staff has provided quality services to public clients and the cities, counties, and districts they serve. Our distinctly inclusive design process engages diverse user, staff, and stakeholder groups in shaping the future of their communities.

Exceeding our clients' expectations for facilities that create and communicate a vision for their communities is a key reason behind the success of our projects and the fact that more than half of our business is for repeat clients. We are active in professional organizations such as the American Institute of Architects and the California Parks and Recreation Society. Most of our professional staff are LEED accredited and we are committed to the AIA's 2030 Challenge.

Each Group 4 project is planned and designed to reflect its community and attract building users to discover, experience, enjoy, and remember the spaces and services. Our projects offer a range of gathering spaces that meet the diverse needs of visitors, whether they are individuals, families, or groups seeking out formal and informal events, drop -in or on -demand services, or reserved spaces. Group 4 understands that community centers mean different things to different people. We have built our reputation on assessing, planning, designing, and building community centers that not only respond to diverse needs for learning and playing, but also engage visitors with vibrant, dynamic spaces that encourage activity and engagement.
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Concord Senior Citizens Center
San Leandro Senior Center

Mitchell Park Center

EXCELLENCE IN DESIGN
Each of Group 4's projects is designed to celebrate and reflect the values of their community and the essence of its location. Our design philosophy is based on understanding that excellent architecture requires the melding of aesthetic, functionality, and sustainability.

Our Yorba Linda Library and Cultural Arts Center and Boulevard Recreation Center are just two examples of award -winning Group 4 projects that deliver on all aspects of design.

Senior centerprogramming and design requires special considerations so that all seniors can enjoy the benefits at their highest capacity. What Group 4 also understands — through our dozens of successful senior and community center projects — is that intuitive and easy wayfinding, adequate and balanced lighting, thoughtful furnishings, excellent acoustical and audio design, and other universal design strategies make our centers welcoming and accessible for community members of all ages. We also know that multi -generational, multi -use centers — such as our Mitchell Park Center in Palo Alto — are most successful when they are planned and designed with operational flexibility and sustainability in mind from the earliest project phases.

We envision a vibrant, innovative, flexible, and sustainable new Placentia Senior/Community Center that is seamlessly integrated into Tri-City Park. Relevant projects in Group 4's portfolio include our new Burlingame Community Center, which enhances its city park setting and provides a wide range of flexible, well-equipped spaces for diverse programs and activities. It is also designed for a high degree of efficiency and sustainability, from flexible operational modes to Net -Zero -Energy performance.

Bur/ingame Community Center. More project
information on page 14.

Boulevard Recreation Center. More project
information on page 15.

N

ENGAGING PROCESS
Group 4 has developed our participatory design process over the course of more four decades and hundreds of successful community projects. What sets our process apart is our proven record of building a shared vision, consensus, and momentum for public projects that reflect and celebrate community priorities and values.

Our proposed process for Placentia's Senior/Community Center builds on the City's strong foundation of stakeholder engagement and support to date. It is designed to bring diverse voices into the programming and design process, to build stakeholder and community awareness and support, and to give City leadership the information to make decisions efficiently and confidently.

We used a similar process for our San Bruno Recreation Center, which more than doubles the size of the former building in City Park. We engaged thousands of stakeholders and community residents in the programming and design process through multiple methods, including town hall and open house events, surveys, City Council and commission presentations, and a stakeholder committee that created strong ambassadors for the project.

San Bruno Recreation + Aquatic Center.

More project information on page 16.

M

SUCCESSFUL PROJECT DELIVERY
Critical for the success of public projects is comprehensive and accountable budgeting. The Group 4 team understands the need to develop realistic budgets from the earliest project phase, and the importance of including all soft and hard costs, from construction to furniture to signage and development costs. Our proposed design team for the Placentia Senior/Community Center has years of experience working together to develop accurate budgets and to deliver projects successfully within them. Many of our key consultant team members collaborated with Group 4 on our award -winning multigen Community Center at District 56 in Elk Grove, where we assisted in developing early project budgets and designed the project successfully within the estimated construction cost.

The Group 4 team is committed to principal participation from the beginning of the Placentia Senior/Community Center project through closeout. Our Principal/Project Manager, Dawn Merkes, brings nearly 40 years of experience in senior and community center design, 10 years of experience as a commissioner on San Mateo County's Commission on Aging, and an unparalleled record of helping cities strategically transform their vision into reality. Principals Andrea Gifford and Jonathan Hartman will work closely with Dawn to design inspiring, sustainable, and award -winning architecture — as they did for the Yorba Linda Library and Cultural Arts Center, among other projects. Associate Architect Teresa Rom is a technical specialist in high-performance public architecture and her leadership in design and construction administration will contribute to a well -coordinated documents and a smooth delivery process.

Yorba Linda Library + Community Arts Center.

More project information on page 12.

Community Center at District56, Elk Grove. More
project information on page 13.

ARCHITECTURAL TEAM

CITY OF

PLACENTIA

CITY COUNCIL

PARKS, ARTS,

AND RECREATION

COMMISSION

SENIOR ADVISORY

COMMITTEE

BLUE RIBBON COMMITTEE

CITY STAFF
GROUP 4 ARCHITECTURE
Dawn Merkes
Principal -in -Charge, Project Manager
Andrea Gifford
Principal Designer
Jonathan Hartman
Principal Project Architect
Teresa Rorn
Associate Architect

CONSULTANT TEAM
KPFF Consulting Engineers
Structural & Civil Engineering
Integral Design Group
Mechanical, Plumbing & FP Engineering
O'Mahony & Myer
Electrical Engineer & Lighting
Smith, Fause, & McDonald
Acoustics/AV & Security
Ninyo & Moore
Geotechnical & Environmental Engineers
SWA Group
Landscape Architect
TBD Consultants
Cost Estimator
The Marshall Associates
Kitchen
Our Group 4 team has an excellent track record of creating vibrant senior/community facilities that are transformational projects that reflect and celebrate their unique communities. We have worked with key members of our proposed project team for more than 15 years on projects of similar size, scale and type. We believe that together our experience, technical skill, and participatory design process is what will help the new Placentia Senior/Community Center move from a vision to reality.

Key members of our Group 4 team are described below. Resumes of our team are included on the following pages.
• Principal in Charge/Project Manager Dawn Merkes has worked on most of Group 4's senior, community, and recreation center projects over the past 35+ years and brings extensive knowledge and perspective. Dawn will be the primary point of contact for the City throughout the project. She will oversee project management, participation, and development of the program, concept options, project cost model, and schematic design. • Principal Designer Andrea Gifford will work hand in hand with Dawn on the concept/schematic design development and
project participation. Andrea brings extensive experience designing beautiful, flexible, and operationally sustainable senior/community centers and will develop compelling and resonant concepts for the Placentia project.
• Principal Project ArchitectJonathan Hartman will work closelywith Dawn and Andrea to ensure that architectural and engineered systems are well integrated, effectively translated into the design documents, and consistent with the community's design vision.

Jonathan will also oversee the development of sustainable design strategies for the project to ensure that the new center meets and exceeds the City's expectations for a building that is environmentally responsible and resilient.

Associate Architect Teresa Rom will oversee the transition of the project from schematic design through construction documents and construction administration. She has an excellent record of partnering with contractors and clients to ensure that community recreation projects are delivered on time and within budget. u1

DAWN MERKES AIA LEED

PRINCIPAL -IN -CHARGE
Dawn Merkes is an active proponent of user -based planning for public projects. The interactive planning process she helped Group 4 develop results in partnerships and facilities that meet user needs for decades to come. Given her strong communication skills and excellent public meeting facilitation abilities, it is no surprise that Dawn excels in working with communities and stakeholders to create a vision that ultimately leads to facilities that have a significant impact on people's daily lives.

Dawn has an excellent record in managing the design process, including for complex and high -profile projects. As project manager forthe Walnut Creek Library, Dawn was able to align the project scope with both the City's budget and the community's expectations for design and services. For the West Sacramento Community Center, she was able to help the City balance its program and budget without sacrificing service levels to the community.

EDUCATION AND REGISTRATION
Bachelor of Architecture, Montana State University, Bozeman Registered Architect, State of California, C24206
LEED Accredited Professional BD+c

REPRESENTATIVE PROJECTS
Burlingame Community Center
The Center at District56, Elk Grove
• San Jose Roosevelt Community/Teen Center
Mil/brae Community Center
Boulevard Recreation Center
• San Bruno Recreation Center
• Palo A/to Mitchell Park Library + Community Center
• Palo Alto Rinconada Library
• Palo Alto Downtown Library
• Walnut Creek Library
• Yorba Linda Library + Community Arts Center
• Alameda (City) Parks & Recreation Facilities Master Plan • Alameda (City) Krusi Park Community Center
• San Mateo Recreation Facilities Master Plan
• Marin City Community Center
• West Sacramento Community Center
• San Rafael Albert J. Boro Park Library + Community Center • San Pablo Library
• Placentia Library Study
Dawn Merkes
References:

Margaret Glomstad
Director of Park & Recreation Dept.

City of Burlingame
p: (650) 558-7300
e: [email protected]
Brigitte Shearer
Parks & Recreation Director
City of Belmont
p: (650) 595-7488
e: [email protected]
Jovan Grogan
City Manager
City of San Bruno
p: (650) 616-7056
e: [email protected]
Burlingame Community Center
.o

ANDREA GIFFORD RA LEED

PRINCIPAL DESIGNER
Andrea Gifford works with clients and communities to create functional spaces, fluid circulation, and vibrant design solutions. Her designs are as unique and diverse as the communities they serve, reflecting and celebrating distinctive local culture and values. Andrea excels at working with staff, stakeholders, and community members of all ages, with an engaging facilitation style that helps participants imagine new possibilities for community facilities.

Andrea has developed vibrant designs for many award -winning community recreation projects, including the Mitchell Park Center in Palo Alto, the West Sacramento Community Center, and the Yorba Linda Library + Cultural Arts Center. She was the design lead for the Boulevard Recreation + Aquatics Center, which recently won a People's Choice Award from the San Mateo County Chapter of the American Institute of Architects.

EDUCATION AND REGISTRATION
Bachelor of Science, Architectural Studies, University of Illinois, Urbana -Champaign
Registered Architect, State of California, C32830
LEED Accredited Professional io+c

REPRESENTATIVE PROJECTS
• The Center at District56, Elk Grove
• Albert J. Boro Community Center + Gym, San Rafael
• Belmont Community Center
• Boulevard Recreation + Aquatics Center
• Burlingame Recreation Center
• Concord Senior Citizens Center
• Krusi Park Community Center, Alameda
• Lucie Stern Community Center, Palo Alto
• Millbrae Community Center
• Pittsburg Senior Center
• San Leandro Senior Community Center
• Mitchell Park Community Center + Library, Palo Alto
• Yorba Linda Library + Cultural Arts Center
• Elk Grove Old Town Library
• San Jose Roosevelt Community Center
• San Jose Environmental Innovation Center
• West Sacramento Community Center
Andrea Gifford
References:

Josh Roden, VP Land and Planning
Brookfie/d Residential
p: (925) 314-4022
e: [email protected]
City of West Sacramento
Randy Goodwin, City Architect
p: (916) 617-4660
e: [email protected]
Alameda County Library
Cindy Chadwick, County Librarian
p: (510) 745-1510
e: cchadwick@aclibraryorg
Albert J. Boro Community Center + Gym
League of California Cities Helen Putnam Award
AIA San Mateo County Citation Award
IESNA Northern Ca/ifornia Section Award of Merit

JONATHAN HARTMAN

PRINCIPAL ARCHITECT
Jonathan Hartman leads Group 4's technical design and construction administration team, helping clients and designers evaluate and incorporate innovative and proven architectural strategies. Jonathan's projects are characterized by excellent budget and schedule performance, and he builds effective and collaborative partnerships with consultant and construction teams.

Jonathan's projects are characterized by excellent budget and schedule performance, and he builds effective and collaborative partnerships with consultant and construction teams. He has also managed projects with innovative and complex sustainable design elements, such as the multiple award -winning LEED-NC Gold Roosevelt Community Center in San Jose and the LEED-NC Platinum Mitchell Park Community Center in Palo Alto.

EDUCATION AND REGISTRATION
Master of Architecture, University of California, Berkeley Bachelor of Architecture, Cal Poly Pomona
Registered Architect, State of California, C30361
LEED Accredited Professional BD+c

REPRESENTATIVE PROJECTS
▪ Burlingame Community Center
▪ Millbrae Community Center
• The Center at District56, Elk Grove
• Palo Alto Mitchell Park Library + Community Center
• Palo Alto Downtown Library Renovation
• Palo Alto Rinconada Library Renovation/Expansion
• Yorba Linda Public Library and Cultural Arts Center
• San Jose Environmenta/ Innovation Center
• San Jose Roosevelt Community/Teen Center
• Krusi Park Recreation Center
▪ San Rafael Albert J. Boro Park Library + Community Center • Anaheim Euclid + Sunkist Library Renovations
• Carlsbad Cole + Dove Library Modernizations
• West Sacramento Community + Arts Center
• San Lorenzo Library
• Skyline College B19 Assessment + Adaptive Reuse
Jonathan Hartman
References:

Peggy Huang, Mayor
Yorba Linda Public Library
p: (714) 875-1505
e: [email protected]
City of Burlingame
Margaret Glomstad, Director of Park &
Recreation Dept.
p: (650) 558-7300
e: [email protected]
City of Belmont
Brigitte Shearer, Parks & Recreation
Director
p: (650) 595-7488
e: [email protected]
San Jose Roosevelt Community Center
Project of the Year —American Public Works
Association
Award of Excellence — California Park & Recreation
Society
ED+C Excellence in Design Award
Green Project of the Year -Public — Silicon Valley
Business Times
2010 Top Storm water Project — Storm Water Solutions
Storm Water Po//ution Prevention Award — SJPW
LEED-NC Gold
co

TERESA ROM RA LEED

ASSOCIATE ARCHITECT
Teresa Rom is a highly skilled architect, bringing a great attention to detail and strong communication to each of her projects. Teresa recently completed a $40 million new Palo Alto Mitchell Park Library and Community Center, with which she was involved in nearly every aspect, from needs assessment and feasibility study, through programming, design development, and construction documents, to construction administration and close-out. As a core team member of the project, Teresa coordinated subconsultants, as well as technical drawings, LEED, furniture, custom casework design, and signage.

Teresa is currently working on the Burlingame Community Center.

EDUCATION AND REGISTRATION
Bachelor of Architecture, Cal Poly San Luis Obispo
Registered Architect, State of California, C36085
LEED Accredited Professional BD+c

REPRESENTATIVE PROJECTS
Burlingame Community Center
= Chu/a Vista Public Library Otay Ranch Community Hub Interiors Elk Grove Community and Senior Center
■ Manteca Civic Center Facilities Master Plan
■ Palo Alto Cubberley Community Center Master Plan
Palo Alto Downtown Library
Palo Alto Mitchell Park Library & Community Center
Palo Alto Mitchell Park Temporary Library
• Palo Alto Library Facilities Master Plan
• Palo Alto Rinconada Library
• San Lorenzo Library
■ San Pablo Davis Park Community Facilities Master Plan • San Pablo Library
• South San Francisco Grand Avenue Library
Teresa Rom
References:

City of Burlingame
Margaret Glomstad, Director of Pork &
Recreation Dept.
p: (650) 558-7300
e: [email protected]
Palo Alto Mitchell Park Library + Community Center
CPRS Award of Excellence - Library Journal New
Landmark Library - ASCESF Community Improvement
Project of the Year - SCVURPPP Site Design Award
- ASHRAE Golden Gate Chapter - Second Place,
New Institutional Buildings - Educational Facilities -
LEED-NC Platinum
o.

PROPOSED SUBCONSULTANTS
Our key design partners have excellent experience working together with each other and Group 4 on successful recreation projects.
• Landscape Architect — SWA Group takes a fresh look at community facilities and seeks to create strong, iconic, walkable, and people -oriented "community places." Recent successful projects that we have worked with SWA on include the Yorba Linda Library and Cultural Arts Center, our new senior/community in Elk Grove's District56 Park, and our new recreation/aquatics center in City Park in San Bruno. • Structural & Civil Engineering — KPFF Consulting Engineers has provided structural and civil engineering services for a variety of community facilities, including the Yorba Linda Library and Cultural Arts Center with Group 4. Many of these structures are highly complex, requiring the use of a creative and innovative approach to the solution of engineering problems. KPFF also has over 50 years of experience in working with liquefaction soil conditions. • Mechanical, Plumbing & FP Engineering — Integral Design Group has a long track record of working with public clients to create community facilities that are safe, secure, flexible, reliable, redundant, and energy efficient.

Examples of their collaborations with Group 4 include the LEED-Platinum Environmental Innovation Center in San Jose and the all -electric, Net -Zero -Energy Burlingame Community Center. • Electrical Engineer & Lighting — In O'Mahony & Myer's 40 -year history, they have designed the electric lighting, power, and signal systems for hundreds of public facilities — including more than two dozen projects with Group 4.

They are proficient at designing state-of-the-art electrical and lighting systems for senior and community centers to accommodate the ever- growing technological requirements of modern civic buildings. • Acoustics/AV & Security — Smith, Fause & McDonald, Inc. has more than 30 years of experience in programming and full design of telecommunications systems, information technologies, audio visual systems, electronic security, and engineering acoustics for hundreds of public facilities — including nearly all of Group 4's projects for the past 15 years.
• Geotechnical and Environmental Engineers— Ninyo & Moore has provided innovative solutions to complex geotechnical and environmental challenges on similar projects in Orange County and beyond.

Cost Estimator — TBD Consultants (yes that is their real name) have provided a comprehensive range of project and cost management services for hundreds of public facilities within California. Senior Estimator Gary Holland has worked closely with Group 4 for more than 20 years to deliver projects on budget. • Kitchen —The Marshall Associates, Inc. has partnered with Group 4 for more than 20 years to program and design kitchen and food service facilities for our recreation and community center projects. • MND/IS (optional) - LSA can prepare the IS/MND for the project at the City's option. LSA has been Group 4's trusted partner on many projects including the San Bruno Senior Center, Burlingame Community Center, and Millbrae Community Center.

Due to proposal page limits we have omitted qualifications and key personnel resumes for our proposed subconsultants.

These are available upon request.

SELECTED RELEVANT PROJECTS
This section includes the following examples of our experience with relevant recreation and community projects.

Yorba Linda Library + Cultural Arts Center with subconsultant team SWA Group, KPFF Consulting Engineers, and O'Mahony & Myer, SFMI, Ninyo + Moore, and TBD Consultants The Center at District56, Elk Grove (Community and Senior Center) with subconsultant team SWA Group, Integral Design Group, Marshall Associates, TBD Consultants, and SFMI.

Burlingame Community Center with subconsultant team Integral Design Group, SFMI, TBD Consultants, O'Mahony & Myer, and The Marshall Associates
Boulevard Recreation Center, Dublin with Design Build Team San Bruno Recreation + Aquatic Center with subconsultant team TBD Consultants, SWA Group, SFMI, The Marshall Associates, and LSA
• Palo Alto Mitchell Park Library + Community Center with subconsultant team TBD Consultants, O'Mahony &Myer, and SFMI
Our design team has dozens of other project examples that we would be happy to provide upon request.

YORBA LINDA LIBRARY + CULTURAL ARTS CENTER
2020 Outstanding Community Improvement Project — American Society of Civil Engineers (ASCE) Orange County
Responding to the combination of a years -long effort to expand library services and recent Parks and Recreation findings of a need for an arts and community center, the City of Yorba Linda commissioned Group 4 to develop ajoint use project creating a new "civic heartbeat" in the commercially developing downtown.

The 4.7 acre campus positions a 46,000 SF library and a 14,000 SF arts center to share a landscape paseo of outdoor living spaces. The two-story library provides a full range of community spaces and activities including meeting rooms, traditional collections for all ages, reading areas, and a range of collaborative spaces capable of supporting any size of program. The arts center includes gallery space, dance studios, a black box theater, and an outdoor amphitheater. The campus connects visitors to the various public amenities, gardens, art, and other features on site, and to Yorba Linda's downtown commercial district across the street.

This new civic campus celebrates its place in the community through materials with a sense of permanence and strength while creating an inviting and nurturing place to explore and thrive through warm colors and textures, and holistic, sustainable, human -scaled design.

The central bay of rear parking can be closed to increase the effective size of the paseo for special events such as farmer's markets or civic functions.

The Yorba Linda Civic Campus opened in late 2020.

Location: Yorba Linda, CA
Size: New 46,00 SF library + 14,000 SF arts
center
Dates: 2016 - 2020
Construction Cost: $41 million
Key personnel:

Jonathan Hartman, Project Architect
Andrea Gifford, Principal Designer
Service Provided: programming, master
planning, conceptual design, community
engagement, schematic, construction
administration, FF+E
Client contact:

Mayor Peggy Huang
City of Yorba Linda
714-961-71101 phuang@yorba/indaca.gov

THE CENTER AT DISTRICT56
Project of the Year — APWA Sacramento
LEED Gold
The new 35,000 SF Elk Grove Community Center project grew out of extensive community needs assessment conducted by Group 4 for a Civic Center Master Plan. Identified needs included dedicated programming for seniors, community activities, veterans, and large revenue generating events.

The design process included close collaboration with multiple stakeholder groups, including the Senior Center of Elk Grove, and a local group developing a Veterans Hall, as well as the City. Through an iterative design process with the community, stakeholders, and various City departments, Group 4 developed a program able to meet various user group needs within a single building, while simultaneously integrating the building within the larger Civic Center plan.

The Center has a prominent presence both along the active Civic Center Drive corridor and along a broad outdoor pedestrian promenade winding through the Civic Center. The center provides spaces with strong connections between interior and exterior. The design includes a 500 person ballroom with a glass wall opening to a patio and park space beyond; a cafe is adjoined by covered outdoor seating along the promenade.

The Elk Grove Community Center is designed to achieve Zero Net Energy performance. It opened to the public in late 2019.

Location: Elk Grove, CA
Size: 35,000 SF new construction
Dates: 2015 - 2019
Construction Cost: $18.7 million
Key personnel:

Dawn Merkes, PIC/Project Manager
Andrea Gifford Principa Designer
Teresa Rom, Associate Architect
Service Provided: master planning,
programming, community engagement,
conceptual design, schematic - construction
administration, FF+E
Client contact:

Jason Behrmann, City Manager
City of Elk Grove
(916) 627-3423 I [email protected]

BURLINGAME COMMUNITY CENTER
The Burlingame Recreation Center, located in the heart of Washington Park, is a vital and well -used community amenity, providing a broad offering of recreation services and programs for all ages. The existing building was nearing the end of its useful life — aging systems and finishes were subject to increasingly frequent repairs, while the size and layout limited the Center's ability to offer modern programming .

To plan for a new community center, Group 4 worked closely with City staff, stakeholders and the community to assess community needs for recreation services, explore building program concepts, review potential site alternatives, and develop options for renovation, expansion, and new construction.

The community's preferred development option was a new recreation center in its existing location within the park. Multi -generational spaces such as a large multipurpose program/performance space, dance and exercise/fitness spaces, and classrooms for flexible use were identified as high priorities in addition to spaces dedicated to kids, teen and senior programming and maker -space. Indoor -outdoor opportunities were identified to activate recreation programming with adjacent park amenities including playground, picnic areas and sports court.

The new two-story 36,000 sf recreation center, which is designed in a "Pavilions in the Park style" arose out of the wide -spread community outreach which identified the community's desire to create a landmark that celebrates its beautiful and natural setting in Washington Park. This project, designed to achieve Zero Net Energy performance, is under construction.

Location: Burlingame, CA
Size: New 40,000 SF community center
Dates: Opening 2022
Construction Bid Amount: $39.9 million;
under construction
Key personnel:
• Dawn Merkes, PIC/Project Manager
• Jonathan Hartman, Principal Architect
• Teresa Rom,Associate Architect
Service Provided: programming, master
planning, conceptual design, community
engagement, schematic, construction
administration, FF+E
Client contact:

Margaret Glomstad, Parks and Recreation
Director, City of Burlingame
(650) 558-7300 I [email protected]

BOULEVARD RECREATION CENTER
AIA San Mateo Peop/e's Choice Award
Group 4was commissioned to design a two story, 26,000 SF recreation center for a new community development in Dublin, CA. The Boulevard Recreation and Aquatics Center is a beautiful, engaging destination and community anchor.

The Center is segmented into a series of pavilions, inviting exploration and engagement. The primary pavilion connects and engage patrons through organized activities — like classes in the exercise rooms and birthday parties in the community room — and impromptu, casual meetups — in the lounge or cafe, on balconies or in the variety of indoor/outdoor seating areas. The Center communicates with the surrounding residences through its use of breezeways, patios, overhanging roofs, sliding doors, and overall blending of indoor and outdoor spaces.

The project design deeply integrates sustainable features.

Overhanging roofs shade window openings, providing views and minimizing cooling requirements, while directing stormwater to on - site bioswales. The pavilion -based design permits isolated heating and cooling to in -use spaces.

Location: Danville, CA
Size: two story, 26,000 SF recreation center
Dates: 2016 - 2019
Construction Cost: $10.4 million
Key personnel:
• Dawn Merkes - Principal -in -Charge;
Project Architect
• Andrea Gifford - Project Manager/
Designer
Service Provided: design criteria doc
preparation, programming, design,
construction administration
Client contact:
• Josh Roden, VP Land & Planning
Brookfield Residential
(925) 314-4022
[email protected]
Ln

SAN BRUNO RECREATION +

AQUATIC CENTER
The City of San Bruno commissioned the Group 4 team to develop concepts for a combined community recreation and aquatics center.

Primary funding for the project came from restitution settlement funds after a PG&E gas explosion devastated a San Bruno neighborhood near City Park. Extensive outreach found that recreation and aquatics topped the community's priority list.

The project began with a feasibility study of renovating and expanding the existing recreation center, a handsome building with significant operating challenges. Community input into the site and building program led the City's decision to replace the existing building with a larger, more functional, and more sustainable new facility in City Park.

The 48,000 SF facility carefully blends aquatics and recreation programming 'while utilizing shared lobby and other spaces. The facility footprint is designed to minimize impact in City Park, and preserve connections while establishing an inviting new civic landmark.

To date, more than 2,000 City representatives and community members have participated in the process, providing input on the preferred programming, design strategies, and materials palette.

The project is currently under construction.

Location: San Bruno, CA
Completion Date: 2023 (anticipated)
Bid Amount: $41 million; under construction
Key personnel:
• Dawn Merkes - PIC/Project Manager
• Jonathan Hartman - Principal Architect
• Andrea Gifford - Principal Designer
Client contact:

Jovan Grogan, City Manager
City of San Bruno
(650) 616-7056
jgrogan©sanbruno.ca.gov

MITCHELL PARK LIBRARY + COMMUNITY CENTER
CPRS Award of Excellence
LEED-NC Platinum
Library Journal New Landmark
ASCE-SF Community Improvement Project of the Year 2015
SVBJ Public/Civic Project Structures Award Finalist
SCVURPPP Site Design Award
Established in partnership with Palo Alto city staff and community residents, the vision for the new Mitchell Park Center was a highly sustainable new community destination to replace undersized and aging existing facilities. Located in the heart of an active community and bordered by schools and playfields, the Mitchell Park Center is a vibrant destination for civic, cultural, social, educational, and recreational activities, Its highly expressive architecture incorporates bold forms, vibrant colors, rich textures, and seamless indoor -outdoor connections.

The Center was designed for maximum flexibility for operations, each of the program spaces in the community center allow for independent access by users so as to maximize availability for programming and rentals. The shared courtyard provides safe and secure exterior circulation and additional programming space to compliment the interior spaces or to be used independently.

Maximizing the functionality was critical for this efficient building built within an existing park.

The Center received LEED Platinum certification for its broad range of ecologically -sensitive strategies.

Location: Palo Alto, CA
Size: New 16,000 SF community center +40,000
SF library
Dates: 2010 - 2014
Construction Cost: $27 million
Key personnel:

Dawn Merkes, PIC/Project Manager
Andrea Gifford, Principal Designer
Jonathan Hartman, Principal Architect
Teresa Rom, Associate Architect
Service Provided: programming, master
planning, conceptual design, community
engagement, schematic, construction
administration, FF+E
Client contact:

RuthAnn Garcia, Library Services Manager
City of Palo Alto
p: (650) 329-2562
ruthann.garcia©cityofpaloalto.org

PROJECT UNDERSTANDING
The current Placentia Senior Center is located in the 100 -year -old E.T.

Powell building at 143 S. Bradford Avenue. Pre-COVID programming included Bingo, knitting and crocheting clubs, exercise classes, movies, and social opportunities — all of which were limited by the size of this historic 4,500 square foot building. Despite spaces that are too small and outdated pre-Covid the Placentia Senior Center was an active and buzzing center that made do with the spaces and resources available to them. The Center provides essential nutrition, recreation, social and health services to the Seniors of Placentia.

The City envisions building a new 30,000 square foot senior/ community center in the heart of beautiful Tri-City Park on North Kraemer Boulevard. A larger, modern senior center would support a multitude of activities for seniors, such as fitness classes, art classes, life-long learning, arts and crafts, music, games, health screenings, exercise classes, nutrition classes, meals, and social and support groups. In addition to senior services, the new center would be a destination for the entire Placentia community — providing program space, celebration and event space, a commercial kitchen, classrooms, fitness and exercise rooms, meeting spaces, and possibly even a library.

The showpiece of the 40 -acre Tri-City Park is an 8 -acre lake, which is surrounded by picnic shelters, barbeque areas, walking and biking paths, and a playground. Tri-City Park is used for many community - wide celebrations such as the Heritage Festival and Parade, the summer Concerts in the Park series, camps, special events, and more.

It is an excellent choice of location for a new destination senior/ community center.

The City has already completed early design work including preliminary space planning, a concept floor plan, and a proposed site within Tri-City Park. Now the City is ready to select an architectural and engineering design team to help realize the vision for a vibrant, sustainable, and beautiful new senior/community center. The City sees the process taking place in two phases:

Phase I: Needs Assessment and 35% Design — including surveys, site and building concept design, preliminary FF+E, and project budget for City Council approval and authorization to proceed with Phase II.
• Phase II: 100% Design and Construction — design development, construction documents, plan check, bidding + award assistance, construction administration services, FF&E, and project closeout.

Throughout all phases, the design team will work closely with City staff, its Blue Ribbon Senior/Community Center Committee, and community leaders to develop an innovative, dynamic, sustainable, and functional new center to serve the entire community. In addition to providing architecture and engineering services, the design team will assist the City in pursuing grants and rebates for sustainable design and equipment as well as with environmental services.

LEADERSHIP IN SENIOR/COMMUNITY CENTER DESIGN
The vision for the Placentia Senior/Community Center is of a true civic destination for the entire community — vibrant, active, and rich with diverse resources, services, technologies, programs, and events.

Seniors will come for daily activities including fitness, learning, games, nutrition, arts and crafts, and social gathering. Community members of all ages — children, teens, families, friends, and neighbors as well as seniors — will also come here for recreation classes, cultural events, educational programs, lifelong learning opportunities, and civic engagement. The new Placentia Senior/Community Center will be a unique and magical place for a unique and magical community.

Group 4 is a national leader in senior, recreation, and community center design, with decades of experience in these project types.

Our award -winning Center at District 56 in Elk Grove is an excellent example of a multigenerational, multipurpose center with dedicated spaces for seniors and veterans as well as multi -use program and event spaces. Spaces in the facility include a 6,000 square foot Community Hall, arts and crafts room, fine arts room, music room, fitness room, classrooms, conference rooms, gift shop, commercial kitchen, catering kitchen, and cafe.

Group 4 also has unparalleled experience in public library planning and design. In our national practice, we have worked with communities of all sizes to envision and design libraries that reflect and celebrate their vision — including libraries that are integrated within recreation/ community center facilities. Our new Yorba Linda Library and Cultural Arts Center is just one example of ajoint-use facility from our portfolio; others include our Mitchell Park Center in Palo Alto and the Albert J_ Boro Community Center and Library in San Rafael.

In this section, we highlight some of the service, operational, and design trends and best practices in community centers and libraries that we have incorporated in our work with clients and communities nationwide,

SENIOR/COMMUNITY CENTER PRIORITIES
Group 4 has more than 40 years of experience with senior, community, and recreation center projects. We start each project with the client's goals for service, operations, and customer experience. Our team takes a holistic program and design approach that strives to support an integrated service model and efficient operations. Placentia's new senior/community center should be highly flexible to maximize day-to-day programming and to support long-range adaptability for changing community needs and evolving service trends.

Group 4's senior, community, and recreation projects:
• Reflect and respond to local community needs. We develop an intimate understanding of each community's profile, needs, and aspirations. This work — which includes in-depth study of local population trends, interviews with stakeholders, staff, users and potential users — is the basis of our building program and the critical first step in establishing the foundation for any project.

• Incorporate national best practices. Our regular work with public agencies and involvement and thought leadership with professional organizations (such as NRPA, CPRS, and others) ensure our up-to-date understanding of the factors influencing trends in community facilities. We simultaneously keep our eyes on nationwide trends and on specific local needs and dynamics. This balance ensures the development of facilities that are right for each community today and also prepared for its future.
• Promote operational sustainability. Operational efficiency will be a key factor for the ongoing success of the new Placentia Senior/Community Center. Critical considerations will include designing flexible spaces for diverse uses; optimizing the program for rentals and revenue generation; providing clear visibility for staff and intuitive wayfinding for customers; using durable and easy -to -maintain finishes; and providing functional, easy -to -use equipment and furnishings.

DESIGNING MULTI -USE FACILITIES
Group 4 has excellent experience designing co -located, multi -use facilities and we are strong advocates for the community benefits these facilities can provide. We work with our clients to design highly functional and operationally - efficient facilities that maximize access, use, revenue, and benefits.

Considerations in designing the Placentia Senior/Community Center to support multiple uses will include:
• Level of integration among the senior center, community center, rental, and park functions will inform how the center should be designed to support effective operations. Integration models we will explore with the City include co -located (working side by side but limited overlap of programming and space use); cooperative (some shared programming and spaces); and collaborative (integrated programming and shared use of most spaces). • Planning for change is always a good strategy since trends, interests, and programs change with time, and this is especially true for multi -generational facilities where interests and entertainment preferences change quickly as they adapt to new technologies and embrace new activities. • Functional and flexible furniture supports multiple activities and programs. Furniture should be timeless, flexible, movable, durable, and comfortable. With the senior center users and multi -generational users, it will be important to provide furniture that supports the varied age and types of users. • Outdoor/indoor spaces and rooms allow for expanded and additional programming opportunities. Locating the new facility in Tri-City Park provides an amazing opportunity to leverage the outdoor spaces as programmable space to complement, enhance, and add capacity to indoor spaces. Using an outdoor/indoor philosophy for other similar projects, like the new District56 Center in Elk Grove, has resulted in a facility that doubles the community's return on its investment.

INTEGRATED PROJECT MANAGEMENT
Group 4 has an excellent record of successfully managing the entire project delivery process, including projects with multiple client/stakeholder groups and accelerated time schedules. Group 4's project team provides effective planning, programming, and design services to ensure that facilities will meet users' functional needs. Group 4 uses a variety of tools and procedures to guide projects to timely, budget compliant completion.

Project Schedule. The project schedule is an important tool for controlling project design costs for all parties by maintaining efficient workflow. The use of the schedule as a communication aid is especially effective when working on a complex project with many participants. It keeps client representatives and sub -consultants informed about responsibilities and deadlines, allowing not only for effective management of responsibilities and deliverables, but also for appropriate and timely project staffing.

Quality Assurance. Our Quality Assurance approach focuses on the successful delivery of high -quality services — and a high -quality project— on time and within budget. A consistent, committed staff, identification of clear project goals and objectives with our clients, and strong communication with the project management team contribute to Group 4's exceptional project quality.

• Quality Control. Group 4's design integration and quality control approach seeks to coordinate concept, cost, and constructability — something we call "C4." We initiate the process at the earliest project phase, identifying a schedule of C4 project milestones as well as senior Group 4 staff who will participate in milestone reviews. During planning and early design phases, the C4 process emphasizes alignment of project scope, budget, and schedule with our clients' program and design needs.
• Cost Control. Cost estimating is an integral part of every phase of project planning at Group 4. Rather than look at costs only at the end of each phase, we continually monitor costs by updating the cost model — and communicating with the client — each time a major design decision is made. The cost impacts of revisions also tend to increase exponentially over time, meaning that decisions made late in the design process or during construction will be much more costly than changes made during the programming and schematic design phases. Group 4 has repeatedly
demonstrated our ability to accurately estimate the cost of a building project, and to work within those parameters.

COMPREHENSIVE SUSTAINBLE DESIGN
Sustainable design for us is a holistic concept: we believe that successful green architecture not only minimizes harmful ecological impacts, but also serves the client for decades to come by uniting functional, aesthetic, and operational project requirements. Our team is committed to implementing sustainable design strategies for that meet each client's unique goals, opportunities, and priorities.

With multiple zero -net -energy (ZNE) and LEED Platinum projects in our portfolio, the Group 4 team has demonstrated creativity, skill, and commitment to environmentally responsible and sustainable design.

Placentia's commitment to sustainability and resiliency in its new facility is to be commended. Our sustainable design approach begins by thinking about the end goal — what Franklin Covey calls "putting the end in mind." Defining clear sustainable design goals for the Senior/Community Center will be the first step in realizing them. Our design team will work hand in hand with the City to deliver a functional, beautiful, operationally efficient and environmentally sustainable new center for the community.

SITE ANALYSIS

SITE OPPORTUNITIES
Tri-City Park is a beautiful location for the new Placentia Senior/Community center and can be a perfect complement to the park amenities. The following analysis and preliminary park concepts have been developed to enhance our understanding of the project/site and to start exploring ways to respond to both programmatic and site opportunities. We look forward to collaboratively refining our analysis and site strategies with your insights and ideas.

ECOLOGICALEXPERIENCES
Rich hydro/ogral
ecosysiern that
allows visitors unique
proximities to birds,
aquatic life and serene
landscape

SOUTH WEST

CONNECTION
Pedestrian pathways r �`
opening info Tuffree
Hill Park could allow •
for shared parking
amenities
TUFFR•EE

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WALKING TRAIL ALONG THE WATER

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SCHOOL S. .
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FLOOD PLAIN
South-east third
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TUFFREE
MIDDLE
SCHOOL

PEDESTR
-- VEHICUL
--- FLOOD P
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EXISTING RECREATIONAL AMENITIES

PRELIMINARY DESIGN OPTIONS

EVALUATION MATRIX

CONCEPT A
• POOR
FAIR
• EXCELLENT

PARK ENHANCEMENTS

CONCEPT B

CONCEPT C

0. Ia
VISIBILITY + ACCESS

OPERATIONAL EFFICIENCY
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VIBRANT OUTDOOR SPACES
Si LIBRARY
5M CLASSROOMS Kg FITNESS ROOMS

A PARTICIPATORY PROCESS
Our approach to working with staff begins with the establishment of a Project Management Team (PMT) that meets at regular intervals to make decisions and provide overall project direction. The PMT will also monitor the project participation plan closely, and review content before presentations to project stakeholders including the Blue Ribbon Committee (BRC), the Parks Art and Recreation Commission (PARC), the Planning Commission, and City Council. For the Placentia project, we anticipate that the PMT will be composed of the City's Director of Community Services, City staff, Group 4's project manager, and key consultants. The City may also wish to include key community members in the PMT or for certain meetings, depending on agenda topics.

At key points in the project, we will conduct technical meetings focused on specific topics. We will meet with City divisions such as Planning, Building, and Public Safety to keep them informed about the project and to solicit their input on relevant planning, code, and other design decisions. We will also meet with Community Services staff to review and confirm topics related to programming and operations.

WORKING WITH THE STAKEHOLDERS AND COMMUNITY LEADERSHIP
We will work closely with the PMT to develop an effective community participation plan that will provide the most benefit to the Placentia Senior/Community Center project. Our preliminary thinking includes the multi -layered strategies described below.

The BRC will be our stakeholder -based advisory committee. The broad base for the committee's composition is excellent, with members representing each council district, the PARC, and the Senior Advisory Committee as well as two City Council members. This strong advisory committee will act as an effective sounding board to vet options and strategies based on their inherent community knowledge. It will also develop informed project ambassadors who will provide updates to their constituents and fellow community members. We are proposing to meet with the BRC eight (8) times during Phase I, and then continuing to work with them during Phase II to develop the interiors and FF+E package.

Two (2) of the BRC meetings will be study sessions with the Senior Advisory Committee and the PARC to solicit their input first on the project vision, needs, and assessments; and then seeking their input on the site and program options and the concept designs. If appropriate, these could be joint meetings between the two bodies to allow for additional collaboration and information sharing. For the Yorba Linda Library Cultural Arts center project, joint recreation and library commission sessions proved pivotal in developing a shared understanding of their program needs.

We will conduct interviews of key project and community stakeholders to ensure that we understand their needs and perspectives.

We will engage City Council two (2) times during Phase I. The first meeting we will be a study session in which we will present the site and needs assessment, the program, site and design options, and the BRC's recommendations.

The second meeting will be a presentation of the recommended schematic design and project budget.

This proposal is preliminary, and we look forward to the opportunity to confirm and refine the engagement strategy with the City. It is common for additional outreach needs to emerge during the course of community projects, and we recommend that the City create an additional engagement allowance to provide the flexibility to proactively address such opportunities as they arise.

WORK PLAN
We have developed our project work plan based on our understanding of the proposed project and our experience working with other communities on similar projects. Our proposed work plan, timeline, and fees have not yet had the benefit of the City's input, and we look forward to working with you to tailor our proposal to meet your project needs and budget requirements. The proposed work plan will:

The proposed work plan is organized into the following three (3) phases:

Phase I: Assessments, Concept Options, and Schematic Design Phase IIA: Construction Documents (Design development), 65% + 95 % Construction Documents, Plan Check and Back Check
Phase IIB: Bidding and Award, Construction Administration, and Project Close Out PHASE I — ASSESSMENTS, CONCEPT OPTIONS, AND SCHEMATIC DESIGN Phase 1 will be broken down into five tasks which are described in this section.

TASK 1 .1 - COMMUNITY NEEDS ASSESSMENT
At the project kick off meeting with the Project Management Team (PMT) we will confirm project goals, establish project systems and controls, and review the work plan, participation plan, and project schedule. As part of this first phase of the work we will conduct both a quantitative and qualitative Community Needs Assessment. We will tour and inventory existing community and recreation facilities and other community program spaces. We will discuss potential program spaces and functional requirements with PMT. We will interview existing and potential new stakeholder groups to understand the existing and future high-level program space needs of the various community groups. We will conduct a demographic analysis of Placentia and determine best practices, future trends, and benchmarks for levels of service.

TASK 1.2 - SITE AND ENVIRONMENTAL ASSESSMENTS
Our comprehensive site analysis will document existing conditions and identify zoning, code and planning setbacks and requirements, environmental issues, and site opportunities and constraints. We will review the General Plan and neighborhood and community amenities. We will develop base drawings for development of the site strategies. An ALTA survey and a Phase 1 Environmental assessment will be completed.

TASK 1.3 - CONCEPT OPTIONS
We will develop building and site programs based on the Community Needs Assessment, the site analysis, the preliminary program included in the RFP, and input collected from the Blue Ribbon Committee (BRC), the City, commissions, and stakeholders (see Task 1.5). Up to three (3) adaptable building and site program options — each accommodating all the major needs but allowing for flexibility in future design phases — will be developed.

Program options will explore alternative program spaces, options for sizes and activities, and different facility emphases (e.g., maximum revenue generation option, health and wellness focus, flexibility and adaptability focus, etc.).

Site strategy options will address the site opportunities and constraints, and explore siting strategies to maximize the benefits to the community (such as one- and two-story building options, site access and circulation options, other innovative alternatives that may have emerged through project participation, etc.).

We will work closely with City staff and our consultant team to develop a comprehensive project budget to support informed decision -making by the City and policy decisions by the City Council. The budget model will be based on a cost/SF and will include both hard and soft costs for each of the options.

We will develop evaluation criteria for the concepts that may include project budget (hard and soft costs), ongoing operational and maintenance costs, service and access, maximum benefit to the community, opportunities for future growth, and others.

The options will be presented to the PMT for feedback and collaborative input in an interactive session. This interactive session will provide direction on which strategies will be developed for further study and vetting with the BRC, the Senior Advisory Committee, the PARC, and City Council (included in Task 1.5). Engaging these groups will develop a clear prioritization of community values that can be incorporated into the preferred program and concept strategy.

TASK 1 .4 - SCHEMATIC DESIGN
The preferred program and concept strategy will be further refined and developed into the schematic design recommendation. The feedback collected on the program and concept options, as well as the understanding that has been developed of the community values by working with the BRC will be synthesized into the design.

Floor plan options will be developed for evaluation in a technical meeting with City. We will work with the BRC to identify appropriate design values for the new center. We will meet with the building official to confirm building code strategies as well as requirements for emergency access, security, and fire protection. We will develop massing and refined 3D animations. The design options will be refined and then evaluated according to project goals and the criteria established by the PMT.

To balance program requirements with sustainability targets and the project budget, we will conduct an Integrated Design Workshop (IDW) to position the project to take advantage of sustainable design opportunities at the earliest stage of design. Building system options will be reviewed and discussed with City facilities and maintenance staff to determine which options the design team should explore. Our subconsultant engineers and cost consultant will participate in the IDW as well as the PMT and other City representatives.

The preferred schematic design option will be refined. The design team will develop narratives describing the building and options for major systems. This information will form the basis for an updated project cost model and estimate of probable construction cost. We will confirm the project design direction with the PMT and the BRC. As appropriate, the project will be presented to PARC and the Senior Advisory Committee in joint BRC meetings, present to the City Council for approval before proceeding with subsequent phases.

We will develop final presentation exhibits and graphics (e.g., renderings and 3D models, programming diagrams, etc.) that clearly communicate the vision. We will develop a draft Schematic Design Report summarizing the analysis, options, preferred design strategies, and implementation plan for the new Placentia Senior/Community Center for PMT review. We will refine the draft report based on PMT and other City comments and prepare the final Schematic Design Report for presentation to the City Council.

TASK 1.5 - PROJECT PARTICIPATION
Based on our current project understanding, we have prepared a draft participation plan that we look forward to refining with you. The City has begun to engage the community on opportunities for the project with the formation of the Blue Ribbon Committee (BRC), and we are proposing to build on this strong foundation of outreach. Our proposed engagement plan uses our proven process which includes three touch points: 1) Needs; 2) Options; and 3) Recommendations. Each of three rounds of participation will include working closely with the BRC, study sessions and joint presentations to the Senior Advisory Committee, and the PARC, and a study session and final presentation to the City Council.

TASK 1.6 - CEQA: INITIAL STUDY / MITIGATED NEGATIVE DECLARATION (OPTIONAL SERVICE) As an optional service our team can assist with the preparation of the appropriate environmental document to satisfy CEQA requirements. Our proposed scope and work for this task reflects the assumption that the project will not result in significant environmental impacts that cannot be mitigated, and that an Initial Study/Mitigated Negative Declaration will be sufficient. It is also assumed the City will be the Lead Agency for purposes of CEQA. If significant environmental effects are identified our team can assist with determining the appropriate CEQA document and prepare a proposal for that work,

PHASE IIA - 65%, 95%, + PLAN CHECK CONSTRUCTION DOCUMENTS 65% CONSTRUCTION DOCUMENTS
Building upon the approved work of the previous phase, we will advance the plans, elevations, building sections, renderings and other 65% design documents that describe the character and scale of the project components. We will develop Design Development -level building systems design and coordination for structural, mechanical, and electrical disciplines. We will facilitate the second IDW to coordinate engineered and building systems, review the design and project budget, and confirm that the project is aligned with the City's expectations for sustainability and performance.

The cost plan will be updated to reflect the decisions made in this phase.

Participation in this phase will include technical meetings with Recreation staff, Parks and Facilities, Building, Public Works and Engineering Fire, Police, and selected stakeholders. 95% CONSTRUCTION DOCUMENTS AND PLAN CHECK
In these phases the building systems and design concepts will be developed with details and calculations. All building systems, including structural, mechanical, electrical, lighting design, interior design concepts, and finishes will be documented and refined. PMT meetings throughout this phase will ensure continued project team involvement and decision -making based on up-to-date design, budget, sustainable design strategies, and schedule information.

Technical meetings will continue with City staff and consultants to discuss the City's review comments and concerns, review the refined design and project budget, and identify and evaluate any further adjustments that may be needed in the project. Technical meetings with the Building Department and the City's facilities personnel will be particularly important in terms of alignment of code interpretations, building systems coordination, maintenance, and operations.

IDW #3 will focus on technical information, coordination among systems, and value engineering opportunities.

During this phase, meetings with the BRC will transition to a focus on interiors, FF&E, and graphics/signage.

PHASE IIB — BIDDING+ AWARD, CONSTRUCTION ADMINISTRATION, FF+E, AND

PROJECT CLOSEOUT
We will assist the City in advertising the project, responding to contractors' questions, preparing project addenda, evaluating bids, notifying the successful bidder, and collecting and reviewing bonds, insurance certificates, and construction schedules.

We will prepare for and conduct the preconstruction conference; help the City monitor and document the project's progress for quality, cost, and liability control; coordinate with the City's commissioning agent; and inform the City about project progress and problems (if any). We will respond to RFIs, review product submittals and shop drawings, analyze and assist in negotiation of change orders as needed, review pay requests, review the punch list, prepare final inspection reports, and attend regular construction meetings. Group 4 will complete applicable certificates, review the contractor's record drawings, work with the construction team to implement the building commissioning policy developed during the design stages, and collect and coordinate all written warranties and maintenance manuals required of the contractor.

For furniture design and selection, Group 4 will facilitate a series of workshops with the PMT and recreation staff to set the furniture budget, develop furniture concepts, review and select furniture that enhances the architectural design concepts and meets the program goals, and design custom casework pieces. Group 4 will work interactively with staff to translate program items (seating types, etc.) into specific furniture items and designs.

Project closeout tasks include finalizing all building commissioning tasks, warranties and operating manuals, completion of as -built drawings, and the first -year building warranty review.

PROPOSED PROJECT TIMELINE
We have proposed a timeline associated with our proposed work plan that is illustrated graphically on the following sheet. We look forward to working with the City to tailor the work plan and schedule to meet your project needs and budget requirements.

City Council
City Conned
Technical Meetings Recreation staff, Planning, Building, PW, Public Safety, Fire) + IDW tits of IDW
111I
11 CITY OF PLACENTIA - SENIOR/COMMUNITY CENTER
DRAFT WORK PLAN revised 2022.05.03
MAY

PHASE I - ASSESSMENTS, CONCEPT OPTIONS, SCHEMATIC
DEIGN !3S% DESIGN)
TASK 1 1 - opium win -maws Assess osT
• :undutC Ric i4R!...ct i g, :totyn. *R PM1
• Lenednry tainting t I t
• Deese:m nes analyse
• Server a-d^s-i m rums -Mint
TASK 1.2- SITE + ENVIRONMENTAL

ASSESSMENTS
• Pnue 1 y • Planning anatyw
• ALIA erase. • Toning ',1st:ns ( analy.s
• Site molye. • Obuyleeivneetl memrranmm(
• Sae oppseunt ur and omir m,nn • 9rNlopment of base *sump • Building andlste
program options
• Program options
• Site and building
options
• Srte strategies and
valuation criteria
• Massng
• Access and
circulation
• Project cost models
and con
• Project (hard
and soh tisiEfii
• Operational and
TASK T.4 - 3 itA77C DESIGN
NOV - DEC ] JAN
PHASE ILA - 65%, 95% + PLAN CHECK CONSTRUCTION DOCUMENTS 65°.• CONSTRUCTION DOCUA4ENT5
• tseeapevate W cammenn
• ',moue 1F CG aubmn.l
• Cand:a 126V • teen meeLnrjs
• pimp.. wnwuromt octane.
• Iaddtng wag yWR!pepryn:pyra • Project cost models and ..analysis Program options — Project budget (hard and soh costs)
— Site and building optons — Operatiocal and maintenance costs — Site strategies and eroluaton entena
— Massing
— Access and erculanon

1.5 PROJECT PARTICIPATION
FIAMITURE„ RUrTl1(ald,S, AND
. EdUMlfEilrre-Ki
• Aa+dmc Wrn✓neefssuxe 3aldpae
,ASK ' „ - _EOP. r)`dt l ,AL SI sDY -
GATED NE:,A qE DEC., a.h'ATiO v
,Option.,:; Si-rvic,
95% CONSTRUCTION DOCUMENTS AND

PLAN CHECK
• inte.nuY.• 6Ct CD ecmr•sr••t•
• Ricers eV%.L) sslr,ftw jp Few. Mee
• Conant lCiY-:vdr.t;d m�t.ei 3r
• .r.m•.r
GROUP 4
13-24 Months
BACK CHECK +

BID DOCUMENTS
• RingonempMchrd
ow..n. ma• d dxnPu-, s
• Coordinate linal bid documentsi
BIDDING, DESIGN SUPPORT, +

CONSTRUCTION CLOSEOUT
•
r s:,
• Issue addendums
• Revtew bids
• Review submittals, shop
drawings, and schedules
• Review and respond to
contractor's request for
information (RFI)
• Arian construction and pre -
installation meetings
• Prepare Supplement Instructions
• Review Contractor's COR + CO
• Prepare punch list and review Tor
completion
• Participate in
m.V.L.,.•a
• 011,...4
cwt.... set
• Rc<W
DLueines
Project Management Team (PMT) Meetings
• • • • • ■ • • • • • • ; • • • • • • • • ■ • I • • • • • • IIII 1111
• • • • ■■■■■■■■■
OAC meetings

BLUE RIBBON COMMITTEE (BRC), PARK ARTS AND RECREATION COMMISSION (PARC), SENIOR ADVISORY COMMITTEE, CITY COUNCIL (CC) Blue Ribbon Committee
■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■
Senior Advisory Committee + Parks, Aits and Recreation Commission (joint meetings with BRC) I
O
•
•
o

REQUIRED STATEMENTS
a. Group 4 will perform the services and adhere to the requirements described in this RFP, including addenda #1 10/27/2021 and #2 11/29/21.
b. None of the material included in our proposal is proprietary. c. Group 4 will not substitute members of our designated team without approval by the City of Placentia. d. Group 4 is unaware any Conflict of Interests that would affect our team's ability to provide services for this project. e. Group 4 attests that there has been no collusion with other proposing firms. f. Group 4 has the ability and agrees to fulfill the indemnification and insurance requirements contained in the sample contract as noted below.

EXCEPTIONS
Group 4 has reviewed the City's sample Professional Services Agreement and has identified certain minor modifications that we would request the opportunity to discuss with the City. We have negotiated similar agreements with many public clients in the past, and we are confident that we can work with the City of Placentia to develop a contract that is fair and agreeable to all parties.

Recital E — note that accessibility requirements such as ADA are not building codes and can be subject to potentially contradictory interpretations. No design professional can warrant or certify that the completed project will fully comply with all such requirements.
• Paragraph 1.2 — please change the first sentence to read: "AII professional services to be provided by Consultant pursuant to this Agreement shall be provided in a manner consistent with the degree of care and skill ordinarily exercised by other reputable members of Consultant's profession practicing in the same or similar locality and under similar circumstances." In subsequent sentences please change "warrants" to "represents" and add "endeavor to" before "advise", "keep itself informed", and "comply". Please add "Consultant makes no warranties or guarantees, express or implied, under this Agreement or otherwise in connection with Consultant's services except that the services will be performed consistent with the standard of care stipulated herein." • Paragraph 1.4 —please change "warrants" to "represents". • Section 5 — some minor edits will be required to align language in this section with available coverage types, limits, and other terms.
• Paragraph 6.5 — please strike this. Each party should cover its own attorneys fees. • Paragraph 6.8 — please modify this to read: "Consultant agrees to indemnify, hold free and harmless the City, its elected and appointed officials, officers, and employees, from and against any and all claims, demands, actions, suits or other legal proceedings brought against the City, its elected and appointed officials, officers, and employees, but only to the extent they are actually caused by the negligence, recklessness, or willful misconduct of the Consultant, its employees, and/or authorized subconsultants providing services pursuant to this Agreement. The Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. Consultant has no obligation to pay for any of the City's or any indemnitee's defense related costs prior to a final determination of liability or to pay any amount that exceeds Consultant's finally determined percentage of liability based on the comparative fault of Consultant. This provision shall supersede and replace all other indemnity provisions contained in the City's specifications." • Paragraph 6.2.1 — this provision is acceptable to the extent that the City is willing to consider our proposed modifications above in good faith.

RESOURCE ALLOCATION
The detailed resource allocation for the Placentia Senior/Community Center table reflects the level of effort expected the Group 4 staff during each phase of the project and is based on our understanding that the budget for the construction cost for the project, site and the building is $20,000,000. We look forward to refining the work plan, the engagement plan, and the associated fees with the City's input.

SUMMARY OF GROUP 4 HOURS
hailer I Ned Ass., Con ceptt Options, Ss smalls DQsion (357) Needs Assessmen
2 Snc • Lnv;rWlme4lai
3-1 :1 3090 Deninn (Coneopt Opllons, 9dmrn
rue,. MN() (Opnunnl $crcwn
pnaan FFdE
Task 1.7 Participation (allowance)
)'hase I ,A Construction Documents (65%. 95klPlan Check, 100%) Phase 11.9 Sid+Award, Construction Support

SUBTOTAL
PIC
Dawn Merkes
PID
Andrea Gifford
PA
Jon Hartma
PM
Teresa Rom
Arch I
Gary Ching
Staff II
Sob Lopez
Staff I
Unassigned
TOTAL
200
126
60 450
200
400
20 1,5110
80 -
60 B0
II!
200
120
300
,.
60 15
30 30
60 195
80 120
200
600
400
600
600
2,500
120
80 300
700
300
600
2,060
460
315
556
1,670
650

1.640
620
6,375

2 December 2021 (revised 05/03/2022)
GROUP 4

ARCHITECTURE
R E S E A R C H +

PLANNING, INC
211 LINDEN AVENUE

SO SAN FRANCISCO
CA 94080 USA
7:650.871.0709
F:650.871.7911
www. g 4a rch com

JONATHAN HARTMAN

A R C H I T E C T
DAWN E. MERKES

A R C H I T E C T

DAVID SCHNEE

A R C H I T E C T

ANDREA GIFFORD

A R C H I T E C T

CAROLYN CARLBERG

A R C H I T E C T

GARY CHING

A R C H I T E C T

HARDING DOWELL

A R C H I T E C T

J I L L E Y R E S

A R C H I T E C T

DANIEL LAROSSA

A R C H I T E C T

WI LLIAM LIM

A R C H I T E C T

T E R E S A ROM

A R C H I T E C T
Luis Estevez, Deputy City Administrator

CITY OF PLACENTIA
401 East Chapman Avenue
Placentia, CA 92870
Re: PROFESSIONAL ARCHITECTURAL AND ENGINEERING DESIGN SERVICES

FOR THE PLACENTIA SENIOR/COMMUNITY CENTER
Dear Mr. Estevez and Members of the Selection Committee:

Group 4 proposes the following fees for our team per major task associated with the scope of work described in our proposal. The resource allocation for Group 4's staff is included in our proposal.

PHASE I SERVICES
Phase I
Needs Assessment, Concept Options, Schematic Design (35%) Basic Services
$535,800
Participation Allowance
$29,000
Reimbursable Allowance
$20,000
Subtotal
$584,800
Phase I
Supplemental Services
Phase I Environmental
$5,000
FF+E
$8,960
Subtotal
$13.960
Total Phase I Basic Services + Supplemental Services
$598,760
Phase I
Optional Services
IS/MND
$65,100
PHASE II SERVICES -Estimated
Phase II
Construction Documents, Bidding and Award, Construction Administration, Project Closeout
Phase II.A Construction Documents (65%,
95%/Plan Check, 100%)
Geotechnical
ALTA Survey
$942,200
$32,800
$18,200
Phase II.B Bid+ Award, Construction
Support, Project Closeout
$566,200
Participation
Allowance
$22,000
Reimbursable
Allowance
$70,000
Subtotal
$1,651,400
Phase II
Supplemental Services
FF+E
$54,040
PV + Battery Design
$19,800
Subtotal
$73,840
Total Phase II Basic Services + Supplemental Services
$1,725.240
m:\proposals\2021\985 placentia scc\revised proposal 2022-04-29\0-placentia fees I21 revl .docx

2 December 2021 (revised 05/03/2022) Luis Estevez, Deputy City Administrator Page 2 Hourly Rates
Hourly rates for Group 4 appear on the following sheets. Our subconsultant's rate sheets can be provided if requested.

General Assumptions and Exclusions
Professional service fees are closely tied to the construction budget. As the City has not yet developed an estimate of probable cost, a detailed program, and a project budget and there are many scope variables. We have based the above fee for architectural, engineering, and related design services to an estimated construction budget of approximately $20,000,000.

This budget is intended to be an allowance for hard cost for the site and building as described in the City's RFP. The fee and scope can be adjusted down or up to correspond to available funding.

We welcome the opportunity to review our proposed fees in detail with the City and make adjustments to scope, approach, or fee to optimally align with your needs and budget.

Sincerely,
GROUP 4 ARCHITECTURE, RESEARCH + PLANNING, INC.
(A(ia.zocce /4(4/aid
Dawn Merkes
Principal
[email protected]
(650) 871-0709x217
Andrea Gifford
Principal
[email protected]
(650) 871-0709x218
rnathan Hartman
Principal
[email protected]
(650) 871-0709x230

AC"C7RO, CERTIFICATE OF LIABILITY INSURANCE
itu.-.-----

DATE(MMIDDIYYYY)
7/22/2022
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

PRODUCER
AssuredPartners Design Professionals Insurance Services, LLC 3697 Mt. Diablo Blvd Suite 230
Lafayette CA 94549
license#: 6003745

CONTACT
NAME: Doris A. Chambers
PHONE
JALG Mo, Ext1: 510-272-1499
FAX
(A/C. Not::
nflnr ss: Doris.Chambers@AssuredPartnr$rs.com

INSURERS) AFFORDING COVERAGE
NAIC #
INSURER A: XL Specialty Insurance Company
37885
INSURED GROUP4ARC
Group 4 Architecture
Research + Planning, Inc.
211 Linden Avenue
South San Francisco CA 94080
INSURER a : Travelers Pro a Casualt Com an of America
25674
INSURER c : The Travelers Indemnity Company of Connecticut 25682
INSURER D:

INSURER E :

INSURER F :

COVERAGES
CERTIFICATE NUMBER: 1927962490
REVISION NUMBER:

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. uLTR TYPE OF INSURANCE ' NSD SUM v POLICY NUMBER IMMM/LDCYO/YYYY) I ICS) B
X

COMMERCIAL GENERAL LIABILITY

CLAIMS -MADE E OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY 71 JECT LOC
OTHER:

Y
Y
6803J225448
7/18/2022
7/18/2023

EACH OCCURRENCE

DAMAGE TO RENTED
PREMISES (Ea occurrence)
LIMITS
$ 2,000,000
MED EXP (Any one person)
s 1,000,000
s 10,000

PERSONAL & ADV INJURY
$ 2,000,000

GENERAL AGGREGATE
$ 4,000,000

PRODUCTS - COMP/OP AGG
$ 4,000,000
$
C
AU
X

TOMOBILE LIABILITY

ANY AUTO
OWNED

AUTOS ONLY
HIRED

AUTOS ONLY

SCHEDULED
AUTOS

X NON -OWNED

AUTOS ONLY
Y
Y
BA9R464848
7/18/2022
7/18/2023

COMBINED SINGLE LIMIT
A4@.%
BODILY INJURY (Per person)
$1,000,000
BODILY INJURY (Per accident)

PROPERTY DAMAGE
[Per accident)
$
B
X

UMBRELLA LIAB

EXCESS LIAB
X
OCCUR

CLAIMS -MADE
DED
RETENTION $
Y
Y
CUP9G286032
7/18/2022
7/18/2023

EACH OCCURRENCE
s 4,000,000

AGGREGATE
$ 4,000,000

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANYPROP R IETOR/PARTN ER/EXE CUT I V E
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
ProfeBsional Liability
Claims Made
YIN
N/A
PER

STATUTE
OTH-
ER
E.L. EACH ACCIDENT
s
E.L. DISEASE - EA EMPLOYEE
E.L. DISEASE - POLICY LIMIT
A
DPR9996624
7/22/2022
7/22/2023
$2,000,000 per Claim
$2,000,000 Annl Aggr.

DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space is required) The Excess-Umbretla Liability is Following Form to the General Liability and Automobile Liability policies.

RE: 22580-01 Placentia Senior/Community Center
The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are named as an additional insured as respects general liability and auto liability as required per written contract or agreement. General Liability is Primary/Non-Contributory per policy form wording.

CERTIFICATE HOLDER
City of Placentia, Public Works Director/City Engineer
Attn: Luis Estevez, Deputy City Administrator
401 E. Chapman Avenue
Placentia CA 92870
CANCELLATION 30 Day NOG+'10 Day for NonPay of Prem

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

AUTHORIZED RE PRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD

POLICY NUMBER 6803J225448

COMMERCIAL GENERAL LIABILITY
ISSUED DATE: 7/22/2022
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR

CONTRACTORS - SCHEDULED PERSON OR

ORGANIZATION
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
Names of Additional Insured Person(s) or Organization(s):

Any person or organization that you agree in a written contract, on this Coverage Part, provided that such written contract was signed and executed by you before, and is in effect when the "bodily injury" or "property damage" occurs or the "personal injury" or "advertising injury" offense is committed.

Location of Covered Operations:

Any project to which an applicable written contract with the described in the Name of Additional Insured Person(s) or Organization(s) section of this Schedule applies. (Information required to complete this Schedule, if not shown above, will be shown in the Declarations.) A. Section II — Who Is An Insured is amended to in-
clude as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury", "property damage", "personal injury" or "advertising injury"
caused, in whole or in part, by:

1. Your acts or omissions; or

2. The acts or omissions of those acting on your
behalf;
in the performance of your ongoing operations for
the additional insured(s) at the location(s) desig-
nated above.

B. With respect to the insurance afforded to these
additional insureds, the following additional exclu-
sions apply:

This insurance does not apply to "bodily injury" or
"property damage" occurring, or "personal injury"
or "advertising injury" arising out of an offense
committed, after:

1. All work, including materials, parts or equip-
ment furnished in connection with such work,
on the project (other than service, mainte-
nance or repairs) to be performed by or on
behalf of the additional insured(s) at the loca-
tion of the covered operations has been com-
pleted; or

2. That portion of "your work" out of which the
injury or damage arises has been put to its in-
tended use by any person or organization
other than another contractor or subcontrac-
tor engaged in performing operations for a
principal as a part of the same project.

CG D3 61 03 05 Copyright 2005 The St. Paul Travelers Companies, Inc. All rights reserved.

Includes copyrighted material of Insurance Services Office, Inc. with its permission.

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