Attachment B
Exhibit B: City of Santa Maria General Plan Update
Budget Estimate - Raimi + Associates Team
October 6, 2019
Hours per Task
Principal
(Raimi)
Project
Manager
(Guerra)
Senior
Associate
(Altshuler)
Senior
Planner
Intermediate
Planner/
Designer
(Medina)
Advisor
(Wells) Principal Director
Senior
Associate Associate
Associate
Principal
Lead
Urban
Designer
Urban
Design
Job
Captain
Urban
Design
Project
Assist
Principal
(Kamesh)
Project
Manager Jim
Damkowitch
Rich
Krumholze
and Jay
Walter
Technical
Advisors
Kathy
Kleinschmidt
Traffic
Operations
Transpor
tation
Engineer
Transpor
tation
Planner
GIS
Support
Principal II
(Reynolds)
Associate II
(Waterman)
Associate I
(Martin)
Staff II
(Freed)
Admin/Cler
ical II
(Merrill)
Principal
(Daulton)
Senior
Supervisor
QA/QC
(Larson)
Project
Manager
(Fogg) Planner
Tech
Editor
GIS/CADD
Specialist II
Clerical/
Admin
Labor Cost
Per Task
Task 1: Project Initiation
1.1: Project Kick-off Meeting and City Tour 16 20 24 0 4 16 16 20 20 12 4 8 10 6 6 $32,386
1.2: Collect and Review Existing Conditions 4 16 8 12 $5,960
1.3: Project Work Plan 4 8 8 2 4 $4,510 Subtotal Task 1 20 32 - 32 16 - - 4 24 28 - 20 - 20 - 14 4 12 - - - - 10 - - - - 6 6 - - - - $42,856 Task 2: Community Engagement
2.1: Community Engagement Plan and Database 4 16 8 24 $8,100
2.2: Logo and Branding 4 24 $4,000
2.3: Project Website 20 8 40 $10,080
2.4: Project Fact Sheet 4 6 8 8 $4,260
2.5: Stakeholder Interviews 16 18 12 8 6 6 6 6 $13,660
2.6: General Plan Technical Advisory Committee (TAC) (6x) 32 90 75 60 6 6 4 8 16 4 2 4 8 6 $53,368
2.7: Pop-Up Workshops (12 total; 3 rounds of 4) 4 48 24 60 2 4 15 6 $25,180
2.8: Stakeholder and Neighborhood Meetings 24 40 40 8 2 4 8 8 $22,850
2.9: Community Surveys (up to 3) 24 48 24 $14,880
2.10: Community Workshops (5 total) 40 80 75 120 6 18 32 24 4 4 8 20 20 2 4 12 4 $76,812
2.11: Department Advisory Group (DAG) (up to 4) 24 36 32 16 6 2 4 16 8 4 2 4 6 4 $29,226
2.12: Planning Commission and/or City Council Study Sessions 32 40 32 24 24 8 2 4 6 $30,886 Subtotal Task 2 180 422 - 362 416 - 6 36 40 24 - 14 - 4 - 66 - 66 - 34 - - 8 - - - 10 20 47 20 - - - $293,302 Task 3: Existing Conditions Analysis
3.1: Review and Assess Existing Reports, Studies and Regulations 16 12 16 2 6 6 12 16 16 2 5 20 20 $22,280
3.2: Administrative Draft Existing Conditions Reports 8 60 12 80 80 2 8 20 64 2 8 24 8 16 40 40 30 2 16 16 8 2 5 20 20 4 4 4 $91,508
3.3: Screencheck Draft Existing Conditions Reports 16 24 4 12 24 2 4 4 $13,770
3.4: Final Existing Conditions Reports 2 8 16 16 2 4 4 2 4 2 4 $10,650
3.5: Evaluation of Existing General Plan 4 16 24 2 6 12 2 2 6 2 12 $14,850
3.6: Traffic Model Development 12 24 4 $6,060
3.7: SB743 Traffic Impact Analysis 2 8 2 8 30 $7,570 Subtotal Task 3 14 116 12 132 136 - 2 16 42 104 4 12 - 38 4 42 4 40 56 114 34 4 28 16 8 - 4 10 40 40 4 4 4 $166,688 Task 4: General Plan Vision and Alternatives
4.1: Vision, Guiding Principles and Overall Plan Direction 8 8 8 16 2 4 $8,060
4.2: Areas of Change and Areas of Stability 8 4 8 16 2 4 8 $8,340
4.3: Team Charrette/Working Meeting 40 40 32 40 32 24 30 30 24 16 10 30 $61,870
4.4: Prepare Land Use, Transportation, and Policy Alternatives 16 24 32 16 6 6 12 24 6 40 100 4 8 20 $50,770
4.5: Alternatives Analysis 8 6 8 24 10 20 30 40 8 $24,518
4.6: Traffic Analysis for Land Use Alternatives 2 16 2 20 30 40 8 $17,530
4.7: Fiscal Impact Analysis 16 40 48 68 $29,720
4.8: Preferred Alternative 8 16 20 24 2 6 24 1 2 2 $16,805
4.9: Growth Projections 4 8 8 20 20 $9,700 4: 10: Infrastructure Analysis of Preferred Alternative 4 24 24 16 $12,180 Subtotal Task 4 92 106 40 136 148 - 22 70 60 92 12 84 - 162 3 46 12 36 30 60 8 4 34 24 16 - 10 20 60 40 - 8 - $239,493 Task 5: Annexation Study
5.1: Fiscal Assessment 40 80 80 $35,200
5.2: Land Use and Zoning Analysis 8 8 8 40 40 40 2 2 2 2 1 3 5 $29,688
5.3: Urban Facility and Service Needs Analysis 8 40 40 2 4 4 $16,450
5.4: Infrastructure Analysis 8 12 4 16 58 94 74 $47,550
5.5: Natural Environmental Features and Constraints 8 8 4 4 7 20 45 2 9 $16,489
5.6: Meeting with City and LAFCO 16 8 12 16 8 $10,600 Subtotal Task 5 8 24 - - 16 - 116 - 196 176 - - - - - - - - - - - 20 60 100 80 - 5 7 23 50 2 9 - $155,977 Task 6: General Plan Preparation
6.1: General Plan Outline and Structure 16 8 8 $5,200
6.2: Goal, Policy and Implementation Framework; Land Use Designations 24 60 30 48 40 4 8 8 24 2 12 12 $45,650
6.3: Admin Draft General Plan $0
Introduction and Context 12 4 24 $6,040 Vision and Guiding Principles 12 12 12 4 16 $8,660 Land Use and Community Design 16 24 40 40 12 2 6 32 $28,730 Circulation and Mobility 2 10 2 8 16 20 4 $9,540 Safety 8 20 24 4 16 20 8 8 2 $19,292 Health and Environmental Justice 4 60 40 20 $20,900 Conservation/Open Space 4 4 4 16 20 8 8 2 $10,952 Noise 8 10 20 40 12 2 $13,592 Public Facilities and Services 4 24 10 24 2 4 12 $13,070 Economic Development 4 8 16 24 50 $17,220 Implementation 8 20 16 16 16 2 2 $13,830
6.4: Screencheck Draft General Plan 4 24 16 80 $18,500
6.5: Public Draft General Plan 4 16 24 16 4 8 $11,640
6.6: General Plan Consultation and Referrals $0
6.7: Planning Commission Hearings (2) 24 24 24 8 16 16 8 2 8 12 4 $25,482
6.8: City Council Hearings 8 24 24 8 8 2 8 12 4 $16,922
6.9: Final Draft General Plan 4 16 24 40 4 8 16 4 $17,400
6.10: Spanish Version of General Plan (optional) $0
Subtotal Task 6 108 344 150 222 316 24 8 16 32 66 4 16 - 48 2 50 2 48 16 60 8 4 16 24 - - 20 58 84 64 28 6 - $302,620 Task 7: Housing Element
7.1: Document Review 4 6 $1,540
7.2: Evaluation of Current Housing Element 2 4 8 $2,210
7.3: Housing Needs Assessment - 4 6 $1,540
7.4: Housing Resources and Vacant and Underutilized Land Inventory 2 8 16 $4,030
7.5: Housing Constraints Analysis 2 2 8 20 $5,090
7.6: Housing Policy Program and Quantified Objectives 4 2 8 24 $6,150
7.7: Public Review Draft Housing Element 4 4 16 48 $11,300
7.8: HCD Submittal 6 6 $1,890
7.9: Public Hearing Preparation 2 4 6 $2,040
7.10: Public Hearings 4 2 12 16 $5,730
7.11: Final Housing Element and HCD Certification 2 4 8 12 $4,360 Subtotal Task 7 - - - - - - 18 18 82 168 - - - - - - - - - - - - - - - - - - - - - - - $45,880 Task 8: Environmental Impact Report Preparation
8.1: Notice of Preparation 4 4 4 3 10 6 12 6 $7,448
8.2: Scoping Meeting 3 6 $1,536
8.3: Administrative Draft Program EIR 4 8 24 8 2 24 40 4 2 4 8 4 20 35 100 200 11 15 10 $76,920
8.4: Staff Review/Screen Check Draft Program EIR 6 10 20 60 3 8 $15,126
8.5: Draft Program EIR 2 6 5 10 10 11 10 $7,820
8.6: Final Program EIR 15 25 50 70 6 2 4 $26,351 Subtotal Task 8 8 12 - 24 - - - - - - - - - - - 8 2 24 - 40 4 4 4 8 4 - 51 81 196 340 34 32 38 $135,201 Task 9: General Plan Implementation
9.1: Zoning Code Consistency Analysis 8 8 4 6 16 32 $12,250
9.2: General Plan On-Going Monitoring and Evaluation Plan 24 20 20 20 $15,600 Subtotal Task 9 24 28 28 20 - - 4 6 16 32 - - - - - - - - - - - - - - - - - - - - - - - $27,850 Task 10: Project Management and Team Meetings
10.1: On-Going Project Management 40 80 40 24 12 20 12 20 25 50 25 $64,005
10.2: Project Administration and Invoicing 16 40 24 4 4 4 5 5 5 16 $20,121 Subtotal Task 10 56 120 - 64 - - - 24 - - - 12 - - - 20 - - - - - 16 - - - 4 24 30 55 30 - - 16 $84,126 Total Hours 510 1,204 230 992 1,048 24 176 190 492 690 20 158 - 272 9 246 24 226 102 308 54 52 160 172 108 4 124 232 511 584 68 59 58 RinconRaimi + Associates Lisa Wise Consulting SERA WSCGHD Exhibit B: City of Santa Maria General Plan Update
Budget Estimate - Raimi + Associates Team
October 6, 2019
Hours per Task
Principal
(Raimi)
Project
Manager
(Guerra)
Senior
Associate
(Altshuler)
Senior
Planner
Intermediate
Planner/
Designer
(Medina)
Advisor
(Wells) Principal Director
Senior
Associate Associate
Associate
Principal
Lead
Urban
Designer
Urban
Design
Job
Captain
Urban
Design
Project
Assist
Principal
(Kamesh)
Project
Manager Jim
Damkowitch
Rich
Krumholze
and Jay
Walter
Technical
Advisors
Kathy
Kleinschmidt
Traffic
Operations
Transpor
tation
Engineer
Transpor
tation
Planner
GIS
Support
Principal II
(Reynolds)
Associate II
(Waterman)
Associate I
(Martin)
Staff II
(Freed)
Admin/Cler
ical II
(Merrill)
Principal
(Daulton)
Senior
Supervisor
QA/QC
(Larson)
Project
Manager
(Fogg) Planner
Tech
Editor
GIS/CADD
Specialist II
Clerical/
Admin
Labor Cost
Per Task
RinconRaimi + Associates Lisa Wise Consulting SERA WSCGHD Billing Rate $225 $160 $190 $160 $140 $225 $250 $195 $175 $140 $260 $235 $140 $115 $225 $225 $260 $150 $140 $120 $120 $265 $185 $175 $155 $125 $235 $200 $156 $125 $110 $136 $86 Labor Cost $114,750 $192,640 $43,700 $158,720 $146,720 $5,400 $44,000 $37,050 $86,100 $96,600 $5,200 $37,130 $0 $31,280 $2,025 $55,350 $6,240 $33,900 $14,280 $36,960 $6,480 $13,780 $29,600 $30,100 $16,740 $500 $29,140 $46,400 $79,716 $73,000 $7,480 $8,024 $4,988 Total Firm Labor Cost $661,930 $263,750 $73,610 $155,235 $90,720 $248,748 $1,493,993 $1,493,993
EXPENSES
Mileage and Travel Expenses $24,000 1,200$ $6,500 $5,000 $132 2,720$ Project/Sub Management (5%) $41,603
Printing for Workshops/Supplies $10,000 100$ $363 990$ Office Expenses (Phone, Fax, Copies, etc.) $16,548 $363 Spansh Translation and Interpretation $25,000
Traffic Count Collection (25 intersections, 10 segments) $8,000 TOTAL EXPENSES PER FIRM 117,151$ 1,300$ $7,226 $13,000 $132 $3,710 $142,519 TOTAL PER FIRM $779,081 $265,050 $80,836 $168,235 $90,852 $252,458 $1,636,512
GRAND TOTAL
CONTINGENCY 8.00%
TOTAL PLUS CONTINGENCY $1,767,433
$1,636,512
Atty Rev. 2017
INSURANCE REQUIREMENTS
Consultant shall procure and maintain for the duration of the cont ract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, his/her agents, representatives, or employees.
If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or higher limits maintained by the Consultant.
A. Minimum Scope of Insurance
Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001), including products and completed operations, property damage, bodily injury and personal & advertising injury.
2. Insurance Services Office Business Auto Coverage Form Number CA 00 01 covering any auto (Code 1), or if Consultant has no owned autos, covering hired (Code 8) and non-owned autos (Code 9).
3. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance.
4. Errors and Omissions liability insurance appropriate to the Consultant's profession. Architects' and engineers' coverage is to be endorsed to include contractual liability.
B. Minimum Limits of Insurance
Consultant shall maintain limits no less than:
1. General Liability - $2,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggre gate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability - $1,000,000 per accident for bodily injury and property damage.
3. Workers’ Compensation: Statutory limits.
Atty Rev. 2017
4. Employer's Liability - $1,000,000 per accident for bodily injury or disease.
5. Errors and Omissions Liability - $1,000,000 per occurrence or claim, $2,000,000 aggregate.
C. Self-insured Retentions
Self-insured retentions must be declared to and approved by the City.
The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration and defense expenses within the retention.
D. Other Insurance Provisions
The commercial general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions:
1. The City, its officers, officials, employees and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts or equipment furnished in connection with such work or
operations. General liability coverage can be provided in the form or an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38 and CG 20 37 forms if later revisions are used).
2. For any claims related to this project, the Consultant's insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees or volunteers shall be excess of the Consultant's insurance and shall not contribute with it.
3. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled or reduced, except with notice stating the title of this contract to the City. All n otices provided pursuant to this
Agreement shall be given to the City representative listed for notice in this agreement and shall specify the title of this Agreement. Notice may be given by overnight mail, facsimile with confirmation of receipt, or certified mail with Atty Rev. 2017
return-receipt requested.
4. Consultant hereby grants to City a waiver of any r ight to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the
insurer.
5. If any of the required policies provide claims-made coverage:
a. The Retroactive Date must be shown, and must be
before the date of the contract or the beginning of contract work.
b. Insurance must be maintained and evidence of
insurance must be provided for at least five (5) years after completion of the contract of work.
c. If coverage is canceled or non -renewed, and not
replaced with another claims -made policy form with a
Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of work.
E. Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City.
F. Verification of Coverage
Consultant shall furnish the City with original certificates and amendatory endorsements of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant ’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements effecting the coverage required by these specifications at any time.
G. Special Risks or Circumstances
The City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insu rer, coverage, or other special circumstances.