CITY OF SANTA ROSA
PROFESSIONAL SERVICES AGREEMENT
WITH CONGER MOSS GUILLARD
AGREEMENT NUMBER _____
This "Agreement" is made as of _____ ______, by and between the City of Santa Rosa, a municipal corporation ("City"), and Conger Moss Guillard, a California Corporation ("Consultant").
R E C I T A L S
A. City desires to obtain landscape architectural design, community outreach and master plan design services for the Southeast Greenway.
B. City desires to retain a qualified firm to conduct the services described above in accordance with the Scope of Services as more particularly set forth in Exhibit A to the Agreement.
C. Consultant represents to City that it is a firm composed of highly trained professionals and is fully qualified to conduct the services described above and render advice to City in connection with said services.
D. The parties have negotiated upon the terms pursuant to which Consultant will provide such services and have reduced such terms to writing.
AGREEMENT
NOW, THEREFORE, City and Consultant agree as follows:
1. SCOPE OF SERVICES
Consultant shall provide to City the services described in Exhibit A ("Scope of Services").
Consultant shall provide these services at the time, place, and in the manner specified in Exhibit A.
Exhibit A is attached hereto for the purpose of defining the manner and scope of services to be provided by Consultant and is not intended to, and shall not be construed so as to, modify or expand the terms, conditions or provisions contained in this Agreement. In the event of any conflict between this Agreement and any terms or conditions of any document prepared or provided by Consultant and made a part of this Agreement, including without limitation any document relating to the scope of services or payment therefor, the terms of this Agreement shall control and prevail.
2. COMPENSATION
a. City shall pay Consultant for services rendered pursuant to this Agreement at the rates, times and in the manner set forth in Exhibit B. Consultant shall submit monthly statements to City which shall itemize the services performed as of the date of the statement and set forth a progress report, including work accomplished during the period, percent of each task completed, and planned effort for the next period. Invoices shall identify personnel who have worked on the services provided, the number of hours each worked during the period covered by the invoice, the hourly rate for each person, and the percent of the total project completed, consistent with the rates and amounts shown in Exhibit B.
b. The payments prescribed herein shall constitute all compensation to Consultant for all costs of services , including, but not limited to, direct costs of labor of employees engaged by Consultant, travel expenses, telephone charges, copying and reproduction, computer time, and any and
Professional Services Agreement
Form approved by the City Attorney 5-11-20
all other costs, expenses and charges of Consultant , its agents and employees. In no event shall City be obligated to pay late fees or interest, whether or not such requirements are contained in Consultant’s invoice.
c. Notwithstanding any other provision in this Agreement to the contrary, the total maximum compensation to be paid for the satisfactory accomplishment and completion of all services to be performed hereunder shall in no event exceed the amount of $2,447,962 with a 10% contingency of $223,447 for a total sum of two-million, six-hundred seventy one-thousand, four-hundred nine dollars and no cents ($2, 671,409). The City’s Chief Financial Officer is authorized to pay all proper claims from Charge Number 09786.
3. DOCUMENTATION; RETENTION OF MATERIALS
a. Consultant shall maintain adequate documentation to substantiate all charges as required under Section 2 of this Agreement.
b. Consultant shall keep and maintain full and complete documentation and accounting records concerning all extra or special services performed by it that are compensable by other than an hourly or flat rate and shall make such documents and records available to authorized representatives of City for inspection at any reasonable time.
c. Consultant shall maintain the records and any other records related to the performance of this Agreement and shall allow City access to such records during the performance of this Agreement and for a period of four (4) years after completion of all services hereunder.
4. INDEMNITY
a. Consultant shall, to the fullest extent permitted by law, indemnify, defend and hold harmless City, and its employees and officials ("Indemnified Parties") from all claims, demands, costs or liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, interest, defense costs, and expert witness fees), to the extent they arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of Consultant, its officers, employees, or agents, in said performance of professional services under this Agreement, excepting only liability to the exent caused by the negligence or intentional misconduct of City . In no event shall the cost to defend charged to Consultant exceed Consultant’s proportionate percentage of fault.
b. The existence or acceptance by City of any of the insurance policies or coverages described in this Agreement shall not affect or limit any of City’s rights under this Section 4, nor shall the limits of such insurance limit the liability of Consultant hereunder. This Section 4 shall not apply to any intellectual property claims, actions, lawsuits or other proceedings subject to the provisions of Section 17(b), below. The provisions of this Section 4 shall survive any expiration or termination of this Agreement.
5. INSURANCE
a. Consultant shall maintain in full force and effect all of the insurance coverage described in, and in accordance with, Attachment One, "Insurance Requirements." Maintenance of the insurance coverage set forth in Attachment One is a material element of this Agreement and a material
Professional Services Agreement
Form approved by the City Attorney 5-11-20
part of the consideration provided by Consultant in exchange for City’s agreement to make the payments prescribed hereunder. Failure by Consultant to (i) maintain or renew coverage, (ii) provide City notice of any changes, modifications, or reductions in coverage, or (iii) provide evidence of renewal, may be treated by City as a material breach of this Agreement by Consultant, whereupon City shall be entitled to all rights and remedies at law or in equity, including but not limited to immediate termination of this Agreement.
Notwithstanding the foregoing, any failure by Consultant to maintain required insurance coverage shall not excuse or alleviate Consultant from any of its other duties or obligations under this Agreement. In the event Consultant , with approval of City pursuant to Section 6 below, retains or utilizes any subcontractors or subconsultants in the provision of any services to City under this Agreement, Consultant shall assure that any such subcontractor has first obtained, and shall maintain, all of the insurance coverages set forth in the Insurance Requirements in Attachment One.
b. Consultant agrees that any available insurance proceeds broader than or in excess of the coverages set forth in the Insurance Requirements in Attachment One shall be available to the additional insureds identified therein.
c. Consultant agrees that the insurance coverages and limits provided under this Agreement are the greater of: (i) the coverages and limits specified in Attachment One, or (ii) the broader coverages and maximum limits of coverage of any insurance policy or proceeds available to the name insureds.
6. ASSIGNMENT
Consultant shall not assign any rights or duties under this Agreement to a third party without the express prior written consent of City, in City’s sole and absolute discretion. Consultant agrees that the City shall have the right to approve any and all subcontractors and subconsultants to be used by Consultant in the performance of this Agreement before Consultant contracts with or otherwise engages any such subcontractors or subconsultants.
7. NOTICES
Except as otherwise provided in this Agreement, any notice, submittal or communication required or permitted to be served on a party, shall be in writing and may be served by personal delivery to the person or the office of the person identified below. Service may also be made by mail, by placing first-class postage, and addressed as indicated below, and depositing in the United States mail to:
City Representative:
Scott Wilkinson
69 Stony Circle, Santa Rosa, CA 95401
707-543-3953
Consultant Representative:
Lauren Stahl
444 Bryant St, San Francisco, CA 94107
415-495-3070
8. INDEPENDENT CONTRACTOR
a. It is understood and agreed that Consultant (including Consultant’s employees) is an independent contractor and that no relationship of employer -employee exists between the parties hereto for any purpose whatsoever. Neither Consultant nor Consultant’s assigned personnel shall be
Professional Services Agreement
Form approved by the City Attorney 5-11-20
entitled to any benefits payable to employees of City. City is not required to make any deductions or withholdings from the compensation payable to Consultant under the provisions of this Agreement, and Consultant shall be issued a Form 1099 for its services hereunder. As an independent contractor, Consultant hereby agrees to indemnify and hold City harmless from any and all claims that may be made against City based upon any contention by any of Consultant’s employees or by any third party, including but not limited to any state or federal agency, that an employer -employee relationship or a substitute therefor exists for any purpose whatsoever by reason of this Agreement or by reason of the nature and/or performance of any services under this Agreement.
b. It is further understood and agreed by the parties hereto that Consultant, in the performance of Consultant’s obligations hereunder, is subject to the control and direction of City as to the designation of tasks to be performed and the results to be accomplished under this Agreement, but not as to the means, methods, or sequence used by Consultant for accomplishing such results. To the extent that Consultant obtains permission to, and does, use City facilities, space, equipment or support services in the performance of this Agreement, this use shall be at the Consultant’s sole discretion based on the Consultant’s determination that such use will promote Consultant ’s efficiency and effectiveness.
Except as may be specifically provided elsewhere in this Agreement, the City does not require that Consultant use City facilities, equipment or support services or work in City locations in the performance of this Agreement.
c. If, in the performance of this Agreement, any third persons are employed by Consultant, such persons shall be entirely and exclusively under the direction, supervision, and control of Consultant. Except as may be specifically provided elsewhere in this Agreement, all terms of employment, including hours, wages, working conditions, discipline, hiring, and discharging, or any other terms of employment or requirements of law, shall be determined by Consultant. It is further understood and agreed that Consultant shall issue W-2 or 1099 Forms for income and employment tax purposes, for all of Consultant’s assigned personnel and subcontractors.
d. The provisions of this Section 8 shall survive any expiration or termination of this Agreement. Nothing in this Agreement shall be construed to create an exclusive relationship between City and Consultant. Consultant may represent, perform services for, or be employed by such additional persons or companies as Consultant sees fit.
9. ADDITIONAL SERVICES
Changes to the Scope of Services shall be by written amendment to this Agreement and shall be paid on an hourly basis at the rates set forth in Exhibit B, or paid as otherwise agreed upon by the parties in writing prior to the provision of any such additional services.
10. SUCCESSORS AND ASSIGNS
City and Consultant each binds itself, its partners, successors, legal representatives and assigns to the other party to this Agreement and to the partners, successors, legal representatives and assigns of such other party in respect of all promises and agreements contained herein.
11. TERM, SUSPENSION, TERMINATION
Professional Services Agreement
Form approved by the City Attorney 5-11-20
a. This Agreement shall become effective on the date that it is made, set forth on the first page of the Agreement, and shall continue in effect until both parties have fully performed their respective obligations under this Agreement, unless sooner terminated as provided herein.
b. City shall have the right at any time to temporarily suspend Consultant ’s performance hereunder, in whole or in part, by giving a written notice of suspension to Consultant. If City gives such notice of suspension, Consultant shall immediately suspend its activities under this Agreement, as specified in such notice.
c. City shall have the right to terminate this Agreement for convenience at any time by giving a written notice of termination to Consultant . Upon such termination, Consultant shall submit to City an itemized statement of services performed as of the date of termination in accordance with Section 2 of this Agreement. These services may include both completed work and work in progress at the time of termination. City shall pay Consultant for any services for which compensation is owed; provided, however, City shall not in any manner be liable for lost profits that might have been made by Consultant had the Agreement not been terminated or had Consultant completed the services required by this Agreement. Consultant shall promptly deliver to City all documents related to the performance of this Agreement in its possession or control. All such documents shall be the property of City without additional compensation to Consultant.
12. TIME OF PERFORMANCE
The services described herein shall be provided during the period, or in accordance with the schedule, set forth in Exhibit A . Consultant shall complete all the required services and tasks and complete and tender all deliverables to the reasonable satisfaction of City, not later than June 30, 2029.
Notwithstanding the foregoing, in no event will Consultant be responsible for damages due to circumstances beyond Consultant's reasonable control.
13. STANDARD OF PERFORMANCE
Consultant shall perform all services performed under this Agreement in the manner and according to the standards currently observed by a competent practitioner of Consultant’s profession in California. All products of whatsoever nature that Consultant delivers to City shall be prepared in a professional manner and conform to the standards of quality normally observed by a person currently practicing in Consultant’s profession, and shall be provided in accordance with any schedule of performance. Consultant shall assign only competent personnel to perform services under this Agreement. Consultant shall notify City in writing of any changes in Consultant’s staff assigned to perform the services under this Agreement prior to any such performance. In the event that City, at any time, desires the removal of any person assigned by Consultant to perform services under this Agreement, because City, in its sole discretion, determines that such person is not performing in accordance with the standards required herein, Consultant shall remove such person immediately upon receiving notice from City of the desire of City for the removal of such person.
14. CONFLICTS OF INTEREST
Consultant covenants that neither it, nor any officer or principal of its firm, has or shall
Professional Services Agreement
Form approved by the City Attorney 5-11-20
acquire any interest, directly or indirectly, that would conflict in any manner with the interests of City or that would in any way hinder Consultant’s performance of services under this Agreement. Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor, without the written consent of City. Consultant agrees to avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City at all times during the performance of this Agreement.
15. CONFLICT OF INTEREST REQUIREMENTS
a. Generally. The City’s Conflict of Interest Code requires that individuals who qualify as "consultants" under the Political Reform Act, California Government Code sections 87200 et seq., comply with the conflict of interest provisions of the Political Reform Act and the City’s Conflict of Interest Code, which generally prohibit individuals from making or participating in the making of decisions that will have a material financial effect on their economic interests. The term "consultant" generally includes individuals who make governmental decisions or who serve in a staff capacity.
b. Conflict of Interest Statements . The individual(s) who will provide services or perform work pursuant to this Agreement are "consultants" within the meaning of the Political Reform Act and the City’s Conflict of Interest Code:
___ yes __X__ no (check one)
If "yes" is checked by the City, Consultant shall cause the following to occur within 30 days after execution of this Agreement:
(1) Identify the individuals who will provide services or perform work under this Agreement as "consultants"; and
(2) Cause these individuals to file with the City Clerk the assuming office statements of economic interests required by the City’s Conflict of Interest Code.
Thereafter, throughout the t erm of the Agreement, Consultant shall cause these individuals to file with the City Clerk annual statements of economic interests, and "leaving office" statements of economic interests, as required by the City’s Conflict of Interest Code.
The above statements of economic interests are public records subject to public disclosure under the California Public Records Act. The City may withhold all or a portion of any payment due under this Agreement until all required statements are filed.
16. CONFIDENTIALITY OF CITY INFORMATION
During performance of this Agreement, Consultant may gain access to and use City information regarding inventions, machinery, products, prices, apparatus, costs, discounts, future plans, business affairs, governmental affairs, processes, trade secrets, tec hnical matters, systems, facilities, customer lists, product design, copyright, data, and other vital information (hereafter collectively referred to as "City Information") that are valuable, special and unique assets of the City. Consultant agrees to protect all City Information and treat it as strictly confidential, and further agrees that Consultant shall not
Professional Services Agreement
Form approved by the City Attorney 5-11-20
at any time, either directly or indirectly, divulge, disclose or communicate in any manner any City Information to any third party without the prior written consent of City. In addition, Consultant shall comply with all City policies governing the use of the City network and technology systems. A violation by Consultant of this Section 16 shall be a material violation of this Agreement and shall justify legal and/or equitable relief.
17. CONSULTANT INFORMATION
a. City shall have full ownership and control, including ownership of any copyrights, of all information prepared, produced, or provided by Consultant pursuant to this Agreement. In this Agreement, the term "information" shall be construed to mean and include: any and all work product, submittals, reports, plans, specifications, and other deliverables consisting of documents, writings, handwritings, typewriting, printing, photostatting, photographing, computer models, and any other computerized data and every other means of recording any form of information, communications, or representation, including letters, works, pictures, drawings, sounds, or symbols, or any combination thereof. Consultant shall not be responsible for any unauthorized modification or use of such information for other than its intended purpose by City.
b.
Consultant shall fully defend, indemnify and hold harmless City, its officers and employees, and each and every one of them, from and against any and all claims, actions, lawsuits or other proceedings alleging that all or any part of the information prepared, produced, or provided by Consultant pursuant to this Agreement infringes upon any third party’s trademark, trade name, copyright, patent or other intellectual property rights. City shall make reasonable efforts to notify Consultant not later than ten (10) days after City is served with any such claim, action, lawsuit or other proceeding, provided that City’s failure to provide such notice within such time period shall not relieve Consultant of its obligations hereunder, which shall survive any termination or expiration of this Agreement.
c. All proprietary and other information received from Consultant by City, whether received in connection with Consultant’s proposal , will be disclosed upon receipt of a request for disclosure, pursuant to the California Public Records Act; provided, however, that, if any information is set apart and clearly marked "trade secret" when it is provided to City, City shall give notice to Consultant of any request for the disclosure of such information. Consultant shall then have five (5) days from the date it receives such notice to enter into an agreement with the City, satisfactory to the City Attorney, providing for the defense of, and complete indemnification and reimbursement for all costs (including plaintiff’s attorneys’ fees) incurred by City in any legal action to compel the disclosure of such information under the California Public Records Act. Consultant shall have sole responsibility for defense of the actual "trade secret" designation of such information.
d. The parties understand and agree that any failure by Consultant to respond to the notice provided by City and/or to enter into an agreement with City, in accordance with the provisions of subsection c, above, shall constitute a complete waiver by Consultant of any rights regarding the information designated "trade secret" by Consultant, and such information shall be disclosed by City pursuant to applicable procedures required by the Public Records Act.
18. MISCELLANEOUS
Professional Services Agreement
Form approved by the City Attorney 5-11-20
a. Entire Agreement. This Agreement contains the entire agreement between the parties.
Any and all verbal or written agreements made prior to the date of this Agreement are superseded by this Agreement and shall have no further effect.
b. Modification. No modification or change to the terms of this Agreement will be binding on a party unless in writing and signed by an authorized representative of that party.
c. Compliance with Laws. Consultant shall perform all services described herein in compliance with all applicable federal, state and local laws, rules, regulations, and ordinances, including but not limited to, (i) the Americans with Disabilities Act of 1990 (42 U.S.C. 12101, et seq.) ("ADA"), and any regulations and guidelines issued pursuant to the ADA; and (ii) Labor Code sections 1720, et seq., which require prevailing wages (in accordance with DIR determinations at www.dir.ca.gov) be paid to any employee performing work covered by Labor Code sections 1720 et seq. Consultant shall pay to the City when due all business taxes payable by Consultant under the provisions of Chapter 6- 04 of the Santa Rosa City Code. The City may deduct any delinquent business taxes, and any penalties and interest added to the delinquent taxes, from its payments to Consultant.
d. Discrimination Prohibited. With respect to the provision of services under this Agreement, Consultant agrees not to discriminate against any person because of the race, religious creed, color, national origin, ancestry, physical disability, mental disabili ty, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status of that person.
e. Governing Law; Venue. This Agreement shall be governed, construed and enforced in accordance with the laws of the State of California. Venue of any litigation arising out of or connected with this Agreement shall lie exclusively in the state trial court in Sonoma County in the State of California, and the parties consent to jurisdiction over their persons and over the subject matter of any such litigation in such court, and consent to service of process issued by such court.
f. Waiver of Rights. Neither City acceptance of, or payment for, any service or performed by Consultant, nor any waiver by either party of any default, breach or condition precedent, shall be construed as a waiver of any provision of this Agreement, nor as a waiver of any other default, breach or condition precedent or any other right hereunder.
g. Incorporation of Attachments and Exhibits. The attachments and exhibits to this Agreement a re incorporated and made part of this Agreement, subject to terms and provisions herein contained.
19. AUTHORITY; SIGNATURES REQUIRED FOR CORPORATIONS
Consultant hereby represents and warrants to City that it is (a) a duly organized and validly existing [enter type of entity], formed and in good standing under the laws of the State of California , (b) has the power and authority and the legal right to conduct the business in which it is currently engaged, and (c) has all requisite power and authority and the legal right to consummate the transactions contemplated in this Agreement. Consultant hereby further represents and warrants that this Agreement has been duly authorized, and when executed by the signatory or signatories listed below, shall constitute
Professional Services Agreement
Form approved by the City Attorney 5-11-20
a valid agreement binding on Consultant in accordance with the terms hereof.
If this Agreement is entered into by a corporation, it shall be signed by two corporate officers, one from each of the following two groups: a) the chairman of the board, president or any vice- president; b) the secretary, any assistant secretary, chief financial officer, or any assistant treasurer. The title of the corporate officer shall be listed under the signature.
20. COUNTERPARTS AND ELECTRONIC SIGNATURES
This Agreement and future documents relating thereto may be executed in two or more counterparts, each of which will be deemed an original and all of which together constitute one Agreement. Counterparts and/or signatures delivered by facsimile, pdf or City-approved electronic means have the same force and effect as the use of a manual signature. Both City and Consultant wish to permit this Agreement and future documents relating thereto to be electronically signed in accordance with applicable federal and California law. Either Party to this Agreement may revoke its permission to use electronic signatures at any time for future documents by providing notice pursuant to the Agreement.
The Parties agree that electronic signatures, by their respective signatories are intended to authenticate such signatures and to give rise to a valid, enforceable, and fully effective Agreement. The City reserves the right to reject any signature that cannot be positively verified by the City as an authentic electronic signature.
Executed as of the day and year first above stated.
Professional Services Agreement
Form approved by the City Attorney 5-11-20
CONSULTANT:
Name of Firm:Conger Moss Guillard
TYPE OF BUSINESS ENTITY (check one):
_____ Individual/Sole Proprietor
_____ Partnership
__X__ Corporation
_____ Limited Liability Company
_____ Other (please specify: ___________)
Signatures of Authorized Persons:
By: _____________________________
Print Name:_Charles W. Moss________
Title: _President___________________
By: _____________________________
Print Name:_Chris Guillard___________
Title: _CFO_______________________
City of Santa Rosa Business Tax Cert. No.
__06540719_______________________
__________________________________
CITY OF SANTA ROSA
a Municipal Corporation
By:________________________________
Print Name:_Lori Ann Farrell____________
Title:__Interim City Manager____________
APPROVED AS TO FORM:
____________________________
Office of the City Attorney
ATTEST:
____________________________
City Clerk
Attachments:
Attachment One - Insurance Requirements
Exhibit A - Scope of Services
Exhibit B - Compensation
Attachment One to Professional Services Agreement
Form approved by the City Attorney 4-14-14
ATTACHMENT ONE
INSURANCE REQUIREMENTS FOR
PROFESSIONAL SERVICES AGREEMENTS
A. Insurance Policies: Consultant shall, at all times during the terms of this Agreement, maintain and keep in full force and effect, the following policies of insurance with minimum coverage as indicated below and issued by insurers with AM Best ratings of no less than A-:VI or otherwise acceptable to the City.
Insurance
Minimum
Coverage Limits
Additional Coverage Requirements
1. Commercial
general liability
$ 1 million per
occurrence
Coverage must be at least as broad as ISO CG
00 01 and must include completed operations
coverage. If insurance applies separately to a
project/location, aggregate may be equal to per
occurrence amount. Coverage may be met
by a combination of primary and umbrella
or excess insurance but umbrella and
excess shall provide coverage at least as
broad as specified for underlying coverage.
Coverage shall not exclude subsidence.
$ 2 million
aggregate
2. Business auto
coverage
$ 1 million ISO Form Number CA 00 01 covering any auto
(Code 1), or if Consultant has no owned autos,
hired, (Code 8) and non-owned autos (Code 9),
with limit no less than $ 1 million per accident
for bodily injury and property damage.
3. Professional liability
(E&O)
$ 1 million per
claim
Consultant shall provide on a policy form
appropriate to profession. If on a claims made
basis, Insurance must show coverage date
prior to start of work and it must be maintained
for three years after completion of work.
$ 1 million
aggregate
4. Workers’
compensation and
employer’s liability
$ 1 million As required by the State of California, with Statutory Limits and Employer’s Liability
Insurance with limit of no less than $ 1 million
per accident for bodily injury or disease. The
Workers’ Compensation policy shall be
endorsed with a waiver of subrogation in favor
of the City for all work performed by the
Consultant, its employees, agents and
subcontractors.
B. Endorsements:
1. All policies shall provide or be endorsed to provide that c overage shall not be canceled, except after prior written notice has been provided to the City in accordance with the policy provisions.
Attachment One to Professional Services Agreement
Form approved by the City Attorney 4-14-14
2. Liability, umbrella and excess policies shall provide or be endorsed to provide the following:
a. For any claims related to this project, Consultant’s insurance coverage shall be primary and any insurance or self -insurance maintained by City shall be excess of the Consultant’s insurance and shall not contribute with it; and,
b. The City of Santa Rosa, its officers, agents, employees and volunteers are to be covered as additional insureds on the CGL policy. General liability coverage can be provided in the form of an endorsement to Consultant’s insurance at least as broad as ISO Form CG 20 10 11 85 or if not available, through the addition of both CG 20 10 and CG 20 37 if a later edition is used.
C. Verification of Coverage and Certificates of Insurance: Consultant shall furnish City with original certificates and endorsements effecting coverage required above.
Certificates and endorsements shall make reference to policy numbers. All certificates and endorsements are to be received and approved by the City before work commences and must be in effect for the duration of the Agreement. The City reserves the right to require complete copies of all required policies and endorsements.
D. Other Insurance Provisions:
1. No policy required by this Agreement shall prohibit Consultant from waiving any right of recovery prior to loss. Consultant hereby waives such right with regard to the indemnitees.
2. All insurance coverage amounts provided by Consultant and available or applicable to this Agreement are intended to apply to the full extent of the policies. Nothing contained in this Agreement limits the application of such insurance coverage. Defense costs must be paid in addition to coverage amounts.
3. Policies containing any self -insured retention (SIR) provision shall provide or be endorsed to provide that the SIR may be satisfied by either Consultant or City.
Self-insured retentions above $10,000 must be approved by City. At City’s option, Consultant may be required to provide financial guarantees.
4. Sole Proprietors must provide a representation of their Workers’ Compensation Insurance exempt status.
5. City reserves the right to modify these insurance requirements while this Agreement is in effect, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
CMG Landscape Architecture
Approach
Our Approach: Nurturing Nature +
Community in the Southeast Greenway
CMG is deeply passionate about nurturing nature
through a holistic understanding that bridges both
its spiritual essence with its technical realities. We
believe profoundly in the importance of "big nature"—
those vast, irreplaceable landscapes essential to our
ecological health and collective sense of balance.
However, we are equally passionate about the "lived
nature" found in places like the Greenway, where
the natural world is woven directly into the fabric of
everyday life.
We believe that restored, native landscapes can thrive
in the heart of our neighborhoods. These urban parks
shape how communities experience nature—not as a
distant destination, but as a constant, daily presence.
Regional Connections + Ecological Healing
The Southeast Greenway sits at a powerful
intersection. On a regional scale, the connection to
the Mayacamas Mountains, Spring Lake Park, and
the surrounding open space to the east is incredibly
powerful. The large, intact landscapes —accessible for
hiking, biking, camping, and recreation – offers a clear and inspiring connection to nature.
We are inspired by the opportunity to extend those
connections westward, to create meaningful access
for western Santa Rosa and Roseland.
This project is a rare opportunity for ecological
stewardship. By widening creek corridors and restoring
the health of Spring, Sierra Park, and Matanzas Creeks, we can heal ecological systems while creating beautiful and meaningful places for people. We are particularly
intrigued by the potential for vernal pools and seasonal wetlands. Restoring these unique habitats — which have
largely vanished from the Santa Rosa Plain — is an act
of regional stewardship. Furthermore, by integrating
natural stormwater treatment and detention, we can
ensure the Greenway functions as a resilient piece of
infrastructure that reduces downstream flooding and
enhances water quality. By allowing infrastructure and
ecology to work together, we can create functional and
beautiful spaces.
Proven Experience in Complex Connectivity
Our work on Treasure Island and Yerba Buena Island
serves as a meaningful parallel to the Southeast
Greenway. For 25 years, CMG has led the planning and
implementation of over 200 acres of parks and open
space. Working with our transportation partners, Fehr
and Peers, we realized a vision of integrated regional
bikeways and streets designed for people of all ages
and abilities.
We will bring this same expertise to Santa Rosa,
ensuring a well-designed, non-motorized, multi-use
pathway along the entire 2-mile corridor. Our team
will focus on "stress-free" crossings—utilizing safe
intersection controls—to ensure safe passage to
schools, work, and shopping. As mobility technology
changes, we will optimize the Greenway to be a model
of multi-modal connectivity.
Centering the "Lived Experience Experts"
While the physical pathway is vital, the opportunity to connect through an inclusive planning process is even
more important.
21 Exhibit A
Santa Rosa Southeast Greenway Master Plan - Revised
Our work will be guided by a thoughtful and intentional community engagement framework developed in
collaboration with our colleagues at Civic Edge and
Kimzin Creative.
• Broad Community Storytelling: Civic Edge
will lead engagement with the broad general
population, the broad communication campaign
and storytelling, public awareness and an inclusive
stakeholder feedback loop.
• Creative Engagement: Kimzin Creative will lead
creative and arts-based engagement with the
equity priority populations. This framework is
designed to create layered, parallel pathways for
engagement—each tailored to meet people where
they are, and each grounded in respect, trust, and
shared ownership.
This engagement strategy is about changing the
existing pattern. It aims to establish an authentic,
feasible, and respectful process from the very
beginning and sustain that commitment throughout
the life of the project. As the work unfolds, these
voices must remain prioritized in collective decision-
making—not as a one-time gesture, but as a continuous
practice. The phrase “Nothing about us without
us” reminds us that no policy, program, or design
decision should be made without the full and direct
participation of the people most affected.
Running parallel—and equally important—is a broad
community engagement process led by Civic
Edge. This track is designed to include all of Santa
Rosa: neighbors, advocates, and individuals with
professional or lived expertise related to the Greenway.
This includes people with deep knowledge of local
habitats and bird species, biking routes and mobility
networks, educational opportunities, and the many
ways the Greenway could support schools and
curriculum. It also encompasses those who have long
championed this vision—those who advocated to
preserve the corridor as open space, worked to return
the land to City ownership, and stewarded the idea of
the Greenway as a shared resource for all.
We have witnessed the power of co-creative processes
through the Petaluma River Park project, where
community-driven engagement shaped both vision
and outcome. This experience informs and inspires our
approach to the Greenway project.
An essential layer of the Petaluma River Park work
was shaping the activities and programs that will
gather people in ways that feel welcoming, safe, and
inclusive. While nature is vital to daily life, not everyone experiences a park in the same way. To truly serve the
whole community, the Greenway must offer multiple
above: Mason Street Cycle track proposal at Crissy Field, San Francisco. bottom: Let's Build a Park!" Activity at Petaluma River Park. 22 left: Guided Walks on the Southeast Greenway + Western Bluebird, Images from southeastgreenway.org.
CMG Landscape Architecture
ways to engage/participate/belong—across ages,
cultures, interests, and abilities.
These questions connect to some of the primary
questions we will explore in the community
engagement work. Together, we will explore what
additions best serve Santa Rosa’s park system, what
makes people feel comfortable and invited, and how
those aspirations align with funding, phasing, and
long-term operations and maintenance.
CMG brings years of experience designing parks
that support this kind of layered use: playgrounds,
outdoor amphitheaters, flexible gathering spaces for
markets and celebrations, community gardens for
food, shared stewardship and learning, and courts
and trails designed for comfort and climate—often with
shade integrated throughout. Walking, running, and
biking paths will be critical components, with careful
attention to comfort, safety, and year-round usability.
A Legacy of Stewardship
Ultimately, when people feel reflected in a place, they care for it. That shared sense of ownership is what will transform the Greenway into a sustainable resource for
generations.
You have been doing this work for years—advocating
for this land and securing it from Caltrans. Now, you
are inviting the rest of the city to dream with you. We are honored to help you turn that collective vision into a vibrant, resilient reality that belongs to everyone.
above: Yerba Buena Island Stormwater Gardens + Trail System, San Francisco, CA. 23 Scope of Services
Task 1: Discovery - Project Initiation + Existing
Conditions
We will conduct a thorough assessment of existing
conditions, integrating ecological features such
as creek corridors with community input. This
comprehensive understanding will include mapping
not just the physical constraints but also the rich social fabric surrounding the Greenway. To manage risks
for the city, we will identify potential challenges in the existing environmental and social frameworks early
on, ensuring that mitigation strategies are in place to address any issues that may arise during the project
lifecycle.
Task 1a. Project Kick-off + Coordination
• Zoom kick off meet with city/client team focused
on refining the project schedule and confirming
communication and project goals.
• Zoom coordination meeting with full consultant
team.
• Site walk and field visit with key team members.
Task 1b. Data Collection + Mapping
• Plans, policies and regulatory framework: collect
and review relevant plans, policies, zoning and
General Plan documents.
• GIS mapping and technical data collection:
Collect and map data on land use, transportation,
Santa Rosa Southeast Greenway Master Plan - Revised
24 utilities, environmental/biological resources,
topography, floodplains, and other relevant
factors.
• Evaluate existing transportation infrastructure and
neighborhood access points.
• Identify design-related barriers and safety
constraints: sight lines, crossings, driveway
interactions, conflict points.
• Equity + Demographic Analysis
• Prepare GIS-supported mapping of census
and transportation data.
• Analyze demographic and socioeconomic
data.
• Identify priority populations and equity
priority areas.
• Cultural resources
• Address historic preservation laws.
• Engage and collaborate with the Federated
Indians of Graton Racheria.
• Archaeological, historic, and tribal resources
will be identified and property addressed.
• Field Verification: Conduct field visits as needed
to verify mapping data, document existing site
conditions
Task 1c. CEQA Process Analysis: The EIR is robust, and
the project appears consistent with existing General
Plan land use designations and zoning, potentially
qualifying it for CEQA streamlining options. During this task the team will fully explore the options through:
• Detailed review of existing Environmental Impact
Report (EIR)
• Confirm project consistency with General Plan
and zoning
• Identify CEQA streamlining opportunities
• Prepare CEQA Process Analysis Memorandum
including:
• Recommended compliance pathway
• Legal defensibility considerations
• Alignment with City procedures
• Table identifying required environmental
permits
• Applicable project areas and activities
Task 1d. Opportunities + Constraints Analysis:
The team will review the existing infrastructure,
environmental and social conditions and identify key
opportunities and constraints for the project to inform the concept alternatives in Task 3.
• Task 1 Deliverables:
• Detailed project schedule with milestones.
• Draft and final arborist report with geospatial
layer of mapped and inventoried trees.
• Draft and final biological resources
assessment letter report with geospatial data
layers for habitat and land cover, including
preliminary wetlands and waters.
• Draft and final cultural resources technical
report.
• Draft and final CEQA process analysis
memorandum.
• Draft and final GIS supported existing
conditions reports with corresponding
technical report appendices.
• Draft and final opportunities and constraints
memo.
Task 2: Community Outreach + Engagement
CMG, Civic Edge and Kimzin Creative will lead a robust
public engagement campaign to deliver an inclusive,
multi-track engagement process that elevates equity
priority populations and integrates public input
into design decisions. We anticipate that the scope
outlined below and in the project schedule will be
refined in collaboration with the Greenway Partners
and Steering Committee during the initial planning
phase.
We propose two additions to the engagement scope
outlined in the RFP including:
• A Community Design Council made up community
nominated members and to elevate the voices of
equity priority populations to provide in-depth,
sustained input into the Greenway design. The
on-going discussions in this group build trust
between the project team and community and
allow for greater understanding of the needs of
those who are less likely to participate in traditional engagement processes.
• Arts-based engagement with Sonoma-County-
based artists to create a series of unique events
that will be translated into original artworks that
reflect shared aspirations.
Facilitating interactive visioning workshops and
ongoing feedback loops will allow participants to see
their contributions reflected in the design process.
As design concepts and alternatives emerge, we will
CMG Landscape Architecture
25 ensure that community members can recognize their
ideas in the physical design, promoting a sense of
ownership and stewardship that is vital for long-term
success.
Task 2a: Engagement Planning, Research,
Recruitment + Outreach
• Public Outreach + Engagement Plan (Civic Edge)
• Review and refine engagement scope into a
draft and final Outreach and Engagement
Plan.
• Establish and maintain tracking system for
outreach activities and active community
interest email list.
• Establish communication framework
and schedule including email updates,
project website updates, posts to
City Communications newsletter and
social media and exploration of other
communication avenues such as including
mailers in city agency mail and artist-
designed signs on city buses.
• Initial phase will include interviews,
meetings and listening sessions to
develop relationships and representative
understanding of community needs.
• Continue direct outreach through
convassing campaign, including project
neighbors and identified equity priority
populations. Canvassing to be coordinated
with community groups, including Latino
Service Providers.
• Develop and publish a community needs
assessment survey to be circulated through
the City’s social media channels. Analyze
and prepare a summary of results.
• Specific effort shall be made to reach the
following groups and communities:
• Residents of Equity Priority
Communities and BIPOC residents
throughout the City of Santa Rosa
• Spanish speakers
• Direct neighbors
• Community-based organizations and
user groups: faith-based, healthcare,
conservation, service providers, youth
sports and adult recreation programs
and organizations, environmental
educators etc.
• Advocacy groups: neighborhood,
environmental, bicycle and
pedestrian, elderly, youth, mental
health, inclusion & belonging,
agriculture and food security, etc.
• Local schools
• Area business owners and
organizations
• People who rely on active
transportation (i.e., walking, biking,
rolling, mobility devices, etc.) as
the main or frequent mode of
transportation
• People who are interested in walking
or biking but perceive barriers, and
households with no or limited access
above left: McLaren Park + Playground, San Francisco, CA. above right: Bay Meadows Community Park, San Mateo, CA.
Santa Rosa Southeast Greenway Master Plan - Revised
26 to a motor vehicle
• Residents with disabilities
• Youth / students and older adults
• Households with limited English
proficiency; and households without
internet access
• Recruitment
• Project Steering Committee (Civic Edge):
Recruit stakeholders and committed and
representative community members and user
groups to participate in the leadership of the
project.
• Community Design Council (Kimzin):
10-15 community members that prioritize
representation from equity priority
populations and areas.
• Participants are compensated for
their time, including reimbursement
for transportation and any childcare
expenses.
• Artist Recruitment (Kimzin):
• Recruit local artists.
• Define final art project process and
deliverables.
Task 2b. Engagement Meetings, Workshops, Pop-ups
A lead consultant or consultants have been identified
for each activity below, however, the team will work
cohesively to ensure the multi-track engagement
efforts uses cohesive materials and messages. The
entire team may attend some workshops or events to
ensure consistency and open communication.
• Steering Committee Meetings (CMG + Civic
Edge):
• Kick-off Meeting: Review draft engagement
plan, establish governance and decision-
making process.
• Site Walk.
• Debrief after Visioning workshop and pop-
ups; consider emerging goals/themes.
• Review and provide feedback on concepts
and alternatives.
• At least one meeting will be combined with
the Community Design Council.
• Community Design Council (Kimzin):
• 5 In-person workshops, 2.5 hours each.
• At each step, the design team will meet with
the Community Design Council to gather
initial feedback before bringing the updates
to the community at large.
• At least one meeting will be combined with
the Steering Committee.
• Public Engagement Workshops: longer-format
workshops invite the general public to review the
work and provide feedback at each project phase.
Workshops will include engaging and creative
activities to encourage participation. All public
engagements will include material in English and
Spanish.
• Discovery Phase (Civic Edge): Provide
feedback on existing conditions, learn
about the constraints and opportunities
and prioritize which programs and features
should be included in the Greenway.
• Exploration (Civic Edge): Review and
comment on the concept alternatives.
• Synthesis + Final Celebration (Kimzin): a
Community Celebration & Plan Reveal
to present the Preferred Concept Plan in
a culturally relevant and joyful way. This
celebration could include a live performance
or concert or art exhibition featuring
engagement artworks and plan elements.
The event will include:
• Public sharing of key findings and next
steps.
• The event will function as both a
feedback loop and trust-building
milestone, reinforcing transparency
and shared ownership.
• Workshops will have online engagement
options which could include recordings of
meetings with surveys for feedback or other
online engagement methods.
• Pop-up Events: These events will be held at
community events or meetings around Santa Rosa
to reach a broad base of community members. The
pop-ups in each phase will be asking for the same
feedback as the larger workshops, but the formats
or activities may differ based on audience. Pop-
ups will be held in all four quadrants of Santa Rosa
and may include:
• Site Walks with various groups at the
Greenway (CMG + Civic Edge).
CMG Landscape Architecture
27 • Tabling/presentations at previously
scheduled community events and meetings
to engage folks around the concept
alternatives (Civic Edge).
• Arts-Based (Kimzin): facilitated by a local
artist to engage key populations. These
events will generate qualitative data to
inform the Greenway design and will also
serve as source material for two original
artworks. The final artwork will be shared
back with the community as a creative
reflection of collective input and findings.
• Two artists (Experiential, Spoken Word)
will create one large-scale artwork
each explicitly designed to share back
community findings.
• P ublic Engagement Summary Report (Civic Edge):
document outreach activities, participation levels,
and key findings.
Task 2c: Branding + Visual Identity
Cohesive and compelling visual identity and branding
would help the Greenway’s success by giving the
project a clear, memorable presence that strengthens
public understanding and emotional connection to
its goals, making outreach efforts more effective and
inclusive. A cohesive visual brand also builds credibility, distinguishes the project in a crowded landscape of
causes, and can enhance donor trust and fundraising
potential by making the mission easily recognizable
and compelling to supporters. This task includes:
• (1) Kick-off meeting to review goals and
usage to determine final asset deliverables
(examples include titleblock, slide deck, etc).
• (4) Additional meetings to solicit input
• Initial concepts and up to (4) interations on
draft designs
• Task 2 Deliverables:
• Draft and final Public Outreach and
Engagement Plan.
• Community Outreach activities tracking
system.
• Community interest and project email list.
• Materials to support project updates on the
city's project webiste.
• Community Needs Assessment Survey and
Results.
• Workshops and Pop-up Events Including:
• (8-10) Steering Committee meetings
• (2) Workshops and (1) Final
Celebration.
• (9) Pop-ups, including 6 arts-based
pop-ups
• (5) Community Design Council
Workshops.
• Summary of each workshop and
public comments.
• Materials and graphics for use in cavasing
and at workshops and pop-ups (hand-outs,
presentations, boards, games/activity
worksheets, coloring books, surveys).
• Public Engagement Summary Report
documenting outreach activities,
participation levels and key findings (Civic
Edge).
• Branding and Visual Identity Toolkit including
project logo, color palette, fonts and select
assests to be determine during the kick-off
meeting.
Task 3: Exploration - Concept Development +
Alternatives
We will develop 2-3 concept alternatives that reflect
the diverse needs and aspirations of the community.
The process will be iterative and collaborative,
ensuring that each design alternative integrates input
from community members, particularly those with deep
knowledge of local habitats, mobility networks, and
recreational needs. This co-creative process embodies
our mission to blend artful design with social and
ecological wellbeing. To manage risks, we will consider feasibility for each design option, analyzing potential impacts, costs, and community alignment to ensure
that the final concepts are both practical and realize
the city’s objectives.
The design will emphasize connectivity to regional
landscapes, linking the Southeast Greenway to the
Mayacamas Mountains and Spring Lake Park. This
connection is not just physical; it also fosters a sense of belonging and community stewardship, inspiring all
residents to engage with their natural environment.
Santa Rosa Southeast Greenway Master Plan - Revised
28 Task 3a. Concept Framework: Develop evaluation
framework assessing feasibility, sustainability, cost,
alignment with project goals.
• Document framework in Concept Development
Summary Memo.
• Conduct comparative assessment of
alternatives.
• Prepare Comparative Evaluation Summary.
Task 3b. Concept Alternatives: Develop 2–3 distinct
concept alternatives integrating multi-use path and
priority program identified by the community with the
known existing conditions.
• Prepare high-quality illustrative materials
suitable for technical and public audiences.
• Coordinate iterative feedback loops with:
• Steering Committee.
• Community Design Council.
• Public workshops.
• Online engagement.
• Document outreach feedback.
• Identify strengths and trade-offs of each
alternative.
Task 3c. Concept Refinement: Select and refine
preferred concept.
• Refine design of park elements, spatial
organization, circulation, habitat zones,
infrastructure, trails and gathering spaces,
recreation areas, landscape character, and
interpretive features.
• Emphasize a continuous, high-quality multi-use
pathway as:
• Project spine.
• Early implementation priority.
• Long-term defining feature.
• Task 3 Deliverables:
• Concept Development Summary Memo with
Evaluation Framework and Comparative
Evaluation Summary.
• 2-3 Distinct Concept Alternatives with
supporting illustrative materials.
• Preferred Concept Plan.
Task 4: Synthesis - Preferred Master Plan with
Implementation Strategy
Our Preferred Master Plan will prioritize long-term
stewardship and community engagement in its
implementation strategy. We recognize that when
people feel welcomed, reflected, and included, they
care for and protect their shared spaces. This sense
of shared ownership is essential to sustaining the
Southeast Greenway into the future, aligning with our
mission of promoting ecological wellbeing through
thoughtful design.
above: Meta Headquarters, Menlo Park, CA.
CMG Landscape Architecture
29 Task 4a. Develop a Preferred Master Plan including
illustrative plans + diagrams: The Preferred Plan
will be documented through a cohesive set of plans,
diagrams, and renderings that clearly convey the
design and inspire philanthropy and excitement.
These materials will showcase a concept that is both
technically feasible and visually compelling.
Task 4b. Cost Estimates: A statement of probable
costs will outline the likely cost of construction
including current estimates for materials and labor
as well as contractor overhead and escalation to the
likely timeframe of construction. A contingency will be applied to help plan for unforeseen expenses.
Task 4c. Phasing, Funding, Partnerships, Governance,
+ Stewardship Strategy
The team will work to develop an integrated
implementation strategy to support the Greenway’s
long-term success, focusing on operations, funding,
governance, and phased delivery.
• Maintenance + Operations Strategy: Develop a
practical, implementable long-term maintenance
and operations strategy aligned with the
Greenway’s ecological character, anticipated use,
and the Greenway Partners capacity, including:
• Evaluation of anticipated maintenance
demands under the preferred plan.
• Recommended staffing models and service
levels (baseline and enhanced scenarios).
• Maintenance best practices and task lists
aligned with proposed materials, landscapes,
and amenities.
• Order-of-magnitude operating and
maintenance cost considerations.
• Funding + Partnership Strategy: Develop a
coordinated funding roadmap to support both
capital improvements and ongoing operations.
• Identify public funding sources, grants,
philanthropic and corporate contributions,
bond measures, and partnership
opportunities.
• Align funding strategies with phasing and
early-action projects.
• Coordinate with the Greenway Partners
and consultant team to ensure long-term
sustainability.
• Earned Revenue Assessment: Evaluate feasible
revenue-generating opportunities that support
operations while reinforcing project goals.
• Assess concessions, rentals, user fees,
sponsorships, and events.
• Consider feasibility, mission alignment, and
operational implications.
• Early-Out / Pilot Projects: Review catalytic early
initiatives that build momentum, visibility, and
community stewardship.
• Summarize benefits, relative costs, permitting
considerations, and partnership needs.
• Governance + Stewardship Framework: Develop a
governance and stewardship framework to support
long-term Greenway maintenance and operations
by evaluating management models, clarifying
partner roles and responsibilities, recommending
decision-making and reporting structures,
strategically allocating duties to maximize
capacity and sustainability, and incorporating
community stewardship opportunities.
• Implementation Phasing: Outline a phased
delivery strategy aligned with governance,
operational capacity, funding availability, and
long-term financial sustainability.
• Task 4 Deliverables:
• Preferred Master Plan Document.
• Implementation Strategy Report.
• Funding and Philanthropy Matrix.
• Final digital and print-ready files for grant
and fundraising efforts.
Task 5: Administrative Review + Approval
We will facilitate an administrative review process that empowers the Steering Committee to guide decision-
making. By actively involving the community in these
discussions, we will not only enhance accuracy but
also broaden community inclusion, ensuring that the
final plan reflects the collective vision of Santa Rosa residents.
The review and approval process will include meetings
with various city agencies and stakeholder groups. The
CMG team will compile comments and will incorporate
feedback into the Master Plan. Agency review
meetings will include:
• (2) Board of Parks and Recreation
• (2) Design Review and Preservation Board
Santa Rosa Southeast Greenway Master Plan - Revised
30 • (1) Bicycle and Pedestrian Advisory Board
• (1) Art in Public Places Committee
• (1) Community Advisory Board
• (1) City Council Meeting
• (1) Sonoma County Agricultural Preservation
and Open Space District
• (1) Sonoma Water
• Deliverables:
• Slide presentations and attendance at up to
(12) public meetings.
• Meeting notes and compiled agency
comments.
OPTIONAL Task 6: Environmental Review +
CEQA Coordination
Every effort will be made to utilize the most cost-
effective yet defensible approach towards meeting the
project’s CEQA requirements. The City already has a
strong EIR, and it should be leveraged to the greatest
extent possible. With that context, the analysis
conducted under Task 1 would determine the approach
to CEQA compliance for Task 6 as follows:
Task 6a. Consistency Analysis Memorandum
Should the analysis in Task 1f determine that no
additional or more severe environmental effects or
significant project changes will be identified beyond
those disclosed in the 2019 EIR, the team, led by ESA,
would prepare a consistency analysis memorandum
to demonstrate that the project would comply with
the requirements of CEQA Guidelines Section 15183.
The analysis would provide an overview comparison
of the project’s consistency with the 2019 General
Plan Amendment and Rezoning and the impacts
described in the 2019 EIR. If the analysis were to find that the current project and the analysis in the EIR
are consistent, the document could be included with
the City’s staff report and used to support a finding
of exemption from further environmental analysis
as provided in CEQA Guidelines Section 15183. In
our view, based on our current understanding, this
option represents the most likely scenario for CEQA
compliance.
• Task 6a Deliverables:
• Draft Consistency Analysis Memorandum.
• Final Consistency Analysis Memorandum.
• Attendance at two hearings.
Task 6b. Addendum to the 2019 EIR
Should the analysis in Task 1f determine that a greater level of environmental review than a Consistency
Analysis Memorandum would be required based
on changes to the project or newly identified
environmental effects, an Addendum to the 2019 EIR
is the next most likely scenario based on our current
understanding. This approach would accommodate
minor changes or refinements to the project and would
provide a defensible avenue for CEQA compliance if
such changes are contemplated.
Per the provisions of CEQA Guidelines Section 15164,
an Addendum to the 2019 EIR would be prepared
if some changes or additions to the project are
proposed but none of the conditions described in
CEQA Guidelines Section 15162 calling for preparation
of a subsequent EIR have occurred. These conditions
include substantial changes to the project, new
information of substantial importance, or substantial
increases in the severity of an identified effect. If none of these conditions are present, a brief explanation of the decision not to prepare a subsequent EIR pursuant
to Section 15162 would be included in the Addendum,
in the City’s findings on the project, or elsewhere in the approval record. The explanation would be supported
by substantial evidence to support the finding that
none of the conditions listed in Section 15162 are
present.
• Task 6b Deliverables:
• Draft Addendum.
• Final Addendum.
• Attendance at two project hearings.
Task 6c. Additional Environmental Analysis
In the unlikely event that the analysis in Task 1f
determines that an Initial Study/Mitigated Negative
Declaration (IS/MND) or a Subsequent EIR would
be required, additional scope and fee would be
negotiated with the City at that time. However, based
on our understanding of the project as currently
envisioned and the high level of quality of the 2019 EIR, we find this outcome to be unlikely. Such a requirement would only arise if substantial changes are made to
the proposed project, if new information of substantial importance is identified, or if new significant
environmental effects are identified. Based upon what
we know currently, none of these conditions would
apply to the project.
CMG Landscape Architecture
OPTIONAL Task 7: Design Development (30%
Design)
As the master plan is nearing completion, CMG will
discuss which additional consultants are needed to
support the 30% design drawings. Depending on
the final program, this could include an architect,
structural engineer, lighting designer, wayfinding and
signage designer, Mechanical electrical plumbing
(MEP) engineer, or others. Waiting to scope these
consultants allows us to choose team members whose
experience best aligns with the program developed
through the community engagement process.
• Task 7 Deliverables:
• Georeferenced property survey including
topography, utilities, extent of existing
paving and other features required for
detailed design.
• 30% Basis of Design Memo.
• Draft and final 30% Design Drawings.
• Updated Cost Estimate.
• Aquatic Resource Delineation.
• Inter-agency pre-application meeting
with the U.S. Army Corps of Engineers, the
Regional Water Quality Control Board,
and the California Department of Fish and
Wildlife.
above: Youtube Campus Expansion, San Bruno, CA
Request for Proposals
City of Santa Rosa
Southeast Greenway
Master Plan
Cost Proposal
February 19, 2026
Revised May 12, 2026
Exhibit B
Cost Proposal - Santa Rosa Southeast Greenway Master Plan-Revised 3 Cost Proposal 4
Rate Sheets 6
Table of Contents
Primary Contact
Jamie Phillips, Principal
CMG Landscape Architecture
444-sco, CA 94107
415.757.2031
[email protected]
cover: Santa Rosa Southeast
Greenway, Site Visit, taken 01.17.2026.
left: McLaren Park + Playground, San
Francisco, CA.
Cost Proposal - Santa Rosa Southeast Greenway Master Plan-Revised 54 CMG Landscape Architecture Cost Proposal
Firm
Miasto
Project Role/Expertise
Management/
Revenue
Generation
Staff Role/Classification
Principal Advisor
Kevin Conger
Principal-in-Charge
Jamie Phillips
Project Manager
Lauren Stahl
LA -3 Designer
Brittany
LA-1 Designer
TToottaall HHoouurrss
Partner - Amber
Shipley
Engagement Lead -
Violetta Muselli
Outreach Manager -
Cristina Ancheta
Project Manager
Director
Graphic Designer
Outreach
Ambassador
TToottaall HHoouurrss
Engagement Director
Nikko Kimzin
Data Analyst
Daniela Dominguez
TToottaall HHoouurrss
Project Manager
(Dana Weissman)
Principal-in-Charge
(Matthew Ridgway)
Traffic Engineering
(Geoff Rubendall)
Complete Streets
Design (Hallet Modi)
Senior
Planner/Engineer
Staff Planner/
Engineer
Graphics/GIS
TToottaall HHoouurrss
A. Sims
(Archaeologist
L.Hill (Arborist)
N.Lamas (Botanist)
R.Brownsey (PM,
Ecologist)
L.Evans (CEQA)
J.White (Restoration
Design)
W.McCullough (GIS)
J.Medan (CEQA)
B.DeShelter
(Restoration Design)
J.Gregory
(Restoration Design)
Andrew Smith
(Engineer)
L.Ware (Landscape
Architect)
TToottaall HHoouurrss
Principal
Investigator A
Project Manager A
Senior GIS Specialist
B
GIS Specialist C
Senior
Archaeologist A
Archaeologist C
Safety Manager
TToottaall HHoouurrss
Principal (SD)
Senior Engineer -
QA/QC (EZ/RD)
Project Manager
(NS)
Eng II
Staff Engineer
TToottaall HHoouurrss
Associate Directtor
Senior Cost
Manager
TToottaall HHoouurrss
Principal-in-Charge
Ashley Langworthy
Principal-in-Charge
Eric Chase
Project Geologist
Sarah Lockwood
Staff Engineer Paul
Burke/Max
Field Engineer (PW)
Paul Burke/Max
Graphics/Support
Beth Wofford
TToottaall HHoouurrss
BBiilllliinngg RRaattee $350 $285 $250 $180 $135 -- $275 $250 $165 $165 $215 $135 $90 -- $300 $250 -- $315 $340 $345 $325 $240 $190 $210 -- $205 $234 $160 $282 $311 $282 $212 $198 $198 $277 $301 $253 -- $224 $157 $146 $91 $136 $111 $139 -- $321 $321 $289 $189 $179 -- $273 $236 -- $260 $319 $174 $112 $222 $100 -- Task 1: Discovery - Project Intitiation and Existing Conditions Hours 14 120 190 144 96 556644 5 25 5 12 0 0 0 4477 0 0 00 44 17 3 3 44 56 20 118877 4 90 84 108 55 0 157 14 0 0 0 0 551122 316 26 28 48 362 356 8 11,,114444 15 14 37 30 0 9966 0 0 00 24 12 24 69 32 20 115577 Labor Total $531,422 $6,240
Reimbursable Expenses $42,639 $0
Task 1 total $$444466,,008811 $6,240
Task 2: Community Outreach and Engagement
Hours 0 96 200 280 400 997766 62 365 315 450 100 151 90 11,,553333 550 150 770000 62 0 0 0 0 6 0 6688 0 0 0 0 0 0 0 0 0 0 0 0 00 0 0 0 0 0 0 0 00 0 2 2 0 0 44 0 0 00 48 0 0 0 0 0 00 Labor Total $703,140 $12,480
Reimbursable Expenses $149,450 $3,000
Task 2 total $$885533,,114400 $15,480
Task 3: Exploration - Concept Development/Alternatives
Hours 29 240 480 480 480 11,,770099 5 35 0 10 0 0 0 5500 0 0 00 30 5 21 18 88 168 21 335511 0 0 0 8 0 28 0 0 176 8 8 8 223366 0 0 0 0 0 0 0 00 9 12 43 34 0 9988 0 0 00 80 0 0 0 0 0 00 Labor Total $541,262 $20,800
Reimbursable Expenses $13,399 $2,000
Task 3 total $$555544,,666611 $22,800
Task 4: Synthesis - Preferred Master Plan with Implementation Strategy Hours 12 140 280 420 420 11,,227722 5 20 0 5 0 0 0 3300 0 0 00 6 2 2 1 16 0 0 2277 0 0 0 0 20 0 0 0 0 0 0 0 2200 0 0 0 0 0 0 0 00 7 5 23 38 0 7733 2 67 6699 168 0 0 0 0 0 00 Labor Total $344,964 $43,680
Reimbursable Expenses $5,187 $0
Task 4 total $$335500,,115511 $43,680
Task 5: Administrative Review and Approval
Hours 20 96 96 0 96 330088 5 20 0 5 0 0 0 3300 0 0 00 24 0 0 2 8 8 0 4422 0 0 0 20 16 0 0 0 0 0 0 0 3366 0 0 0 0 0 0 0 00 0 8 4 0 0 1122 0 0 00 24 2 8 8 0 0 1188 Labor Total $113,680 $6,240
Reimbursable Expenses $2,818 $0
Task 5 total $$111166,,449988 $6,240
Task 1-5 Consultant Labor $2,234,468 $89,440
Task 1-5 Expenses $213,494 $5,000
Task 1-5 Consultant Total $2,447,962 $$9944,,444400
10% Fee Contingency * $223,447
Total Fee $2,671,409
$0
$0
$0
$172,739
Cultural Resources
Alta
Archaeological Consulting
$172,739
$16,629
$189,368
$0
$0
$0
$0
$$117744,,999900
$0
$11,650
$168,490
$6,500
$7,425
$0
$7,425
$11,650
$0
$0
$202,500
$102,450
$304,950
$0
$0
$0
$5,000
$251,400
$71,320
$2,100
$73,420
$974,710
$22,100
$996,810
$0
$2,500
$127,980
$181,760
$9,000
$190,760
$349,750
$3,500
$353,250
$246,400
$187,421 $73,891
$0 $18,052
$356,115 $$7744,,559911 $$1166,,335588
$35,000 $700
$$4455,,885577
$16,629
$189,368
$7,063
$194,484
$16,358 $27,805$321,115
$3,724 $0 $2,930$10,616$7,200
$0 $400 $0 $0
$7,200 $4,124 $0 $2,930
$318
$10,934
$0 $0 $0
$7,200 $17,681 $16,358 $0
$187
$6,407
$0
$0
$17,681 $16,358 $0$6,220$7,200 $0 $0
$0 $0 $0
$11,775 $25,594 $0 $0
$1,899
$53,547
$6,000
$87,695
$0
$0
$0 $0
$0
$25,594 $0 $0$51,648$11,775 $0 $81,695
$0 $0 $0
$319,510 $1,220 $0 $0
$0
$0
$102,450
$305,500
$0
$20,670
$35,000
$1,220 $0 $0$0$284,510 $202,500 $20,670
$0 $300 $0 $18,052
$10,430 $25,972 $0 $42,927$123,595
$4,658$0
$0
$500
$47,550
$25,672 $0 $24,875$118,937$10,430 $47,050$0$125,480
Civic Edge Consulting LotusWater
Cumming
Group RGH Consultants, Inc.
Engagement Strategy + Workshops;
Branding + Visual Identity Civil Cost Estimator Geotech ESA
Ecology/Habitat + CEQA/
Environmental Compliance
Fehr + Peers
Active Transportation
Kimzin
Creative
Arts Based
Engagement
CMG
Landscape Architecture
Landscape Architecture +
Prime Consultant
Contract shall be on a time-and-materials basis not to exceed the total fee listed above. *Only use when authorized by the City Project Manager
Optional Task 6: Environmental Review/CEQA
Coordination
Depending on the agreed upon CEQA pathway,
the fee could range from $20,000 for a Consistency
Memorandum to $190,000 for an Initial Study and
Mitigated Negative Declaration (IS/MND) or more, in
the unlikely case a full EIR is required. Based on our
current understanding, a Consistency Memorandum
represents the most likely scenario for CEQA
compliance and is included in our fee proposal.
Optional Task 7: Design Development 30%
Design
30% Design will be scoped based on the final master
plan design and phasing. Depending on the final
design, CMG will add additional consultants to the
project team, which could include an architect,
structural engineer, lighting designer, wayfinding
and signage designer, Mechanical electrical
plumbing (MEP) engineer, or others. To assist with
project planning, we have included approximate
fees for 30% design ,including an estimate for these
Estimated Labor: $23,000
Estimated Expenses: $500
Estimated Task 6 total: $23,500
consultants, based on similar project experience. The
fees are subject to change as the scope is refined
through the master planning process.
Estimated Labor: $732,000
Estimated Expenses: $25,000
Estimated Task 7 total: $757,000
6 CMG Landscape Architecture
444 Bryant Street
San Francisco, CA 94107
415.495.3070
Landscape Architecture ccmmggssiittee..ccoomm
RATE SCHEDULE 2026
(All Rates Indicated Shall Be in Effect from January 1, 2026 until December 31, 2026)
PLANNING AND DESIGN SERVICES BILLING RATES
Principal $285 - $350
Associate Principal $250
LA-5 Senior Project Manager/ Senior Landscape Architect $235 LA-4 Project Manager/ Landscape Architect $200
LA-3 Project Captain $180
LA-2 Project Designer $155
LA-1 Designer $135
CAD Tech/Intern $90
Project Assistant $90
MISCELLANEOUS FEES
The following services and fees are billed at cost plus 10%. • Subcontracted services.
• Transportation, meals, and lodging for overnight travel and incidental travel expenses.
• Commercial delivery services, including Federal Express, Express Mail, and • Printing and copies.
MILEAGE
Unless agreed otherwise in the Professional Services Agreement, CMG charges all project related mileage at the prevailing IRS rate per mile.
OFFICE REPROGRAPHICS CHARGES
B&W Plot-Bond $1.65/sf
Color Plot-Bond $5.50/sf
Copies & Laser Prints
Color 8.5x11 $0.25ea
Color 11x17 $0.50ea
B&W 8.5x11 $0.10ea
B&W 11x7 $0.20ea
Cost Proposal - Santa Rosa Southeast Greenway Master Plan - Revsied 7 Title Hourly Rate
President / Partner $275
Vice President $250
Senior Director $225
Director $215
Senior Project Manager $190
Outreach Manager $165
Project Manager $165
Graphics Manager $135
Outreach Ambassador $90
8 CMG Landscape Architecture
2026-2027
TITLE
RATE
Engagement Director
$300/hour
Data Analyst
$250/ hour
TITLE & RATES
[email protected] | www.kimzincreative.com
PRICE RATE SHEET
Price Rate Sheet created as proposal for Santa Rosa Greenway. Kimzin Creative proposes to lead strategy and implementation of identitied community engagement tactics.
Cost Proposal - Santa Rosa Southeast Greenway Master Plan - Revsied 9 Fehr & Peers reserves the right to change these rates at any time with or without advance notice.
2025-2026
(July 2025 through June 2026)
Hourly Billing Rates
Classification Hourly Rate
Principal $280.00 - $460.00
Senior Associate $240.00 - $335.00
Associate $215.00 - $290.00
Senior Engineer/Planner $165.00 - $240.00
Engineer/Planner $140.00 - $200.00
Senior Engineering Technician $160.00 - $255.00
Senior Project Accountant $125.00 - $190.00
Senior Project Coordinator $135.00 - $225.00
Project Coordinator $120.00 - $190.00
Technician $155.00 - $195.00
Intern $100.00 - $160.00
• Other Direct Costs / Reimbursable Expenses are invo iced at cost plus 10% for handling.
• Personal auto mileage is reimbursed at the current IRS approved rate (72.5 cents per mile as of Jan 2026).
• Technology & Security Fee (software licensing, hard ware upgrades, secure data storage, etc.) are invoiced and calculated as a percentage of monthly project labor.
10 CMG Landscape Architecture
1 EXHIBIT B
Environmental Science Associates &
Subsidiaries: 2026 Schedule of Fees
I. Personnel Category Rates
Charges will be made at the Category hourly rates set forth below for time spent on project management, consultation or meetings related to the project, field work, report preparation and review, travel time, etc. Time spent on projects in litigation, in depositions and providing expert testimony will be charged at the Category rate times 1.5.
LABOR CATEGORY BILLING
STEP I
BILLING
STEP II
BILLING
STEP III
BILLING
STEP IV
BILLING
STEP V
BILLING
STEP VI
Senior Principal
Consultant
$261 $288 $317 $347 $379 $409
Principal Consultant $222 $253 $282 $311 $341 $370
Managing Consultant $205 $228 $253 $277 $301 $324
Senior Consultant $171 $189 $212 $234 $257 $279
Associate Consultant $154 $170 $184 $198 $213 $228
Consultant $116 $130 $144 $160 $173 $188
Project Technician $86 $109 $131 $150 $170 $194
(a) The range of rates shown for each staff category reflects ESA staff qualifications, expertise and experience levels. These rate ranges allow our project managers to assemble the best project teams to meet the unique project requirements and client expectations for each opportunity. (b) From time to time, ESA retains outside professional and technical labor on a temporary basis to meet peak workload demands. Such contract labor may be charged at regular Employee Category rates.
(c) ESA reserves the right to revise the Personnel Category Rates periodically to reflect changes in its operating costs.
II. ESA Expenses
A. Travel Expenses
1. Transportation
a. Company vehicle – fixed rate + fee for mileage in excess of 100 miles. b. Common carrier or car rental – actual expense multiplied by 1.15 c. If company vehicle is to be used in off-road conditions, a daily $15 use fee will be added to the standard daily vehicle rate.
2. Lodging, meals and related travel expenses – direct expenses multiplied by 1.15
Cost Proposal - Santa Rosa Southeast Greenway Master Plan - Revsied 11
ARCHAEOLOGICAL CONSUL TING
ARCHAEOLOGY͎˸ HISTORY
HISTORIC PRESERVATION
CULTURAL RESOURCE MANAGEMENT
CONTRACT ADMINISTRATOR
Risa DeGeorgey
Email: [email protected]
Business Size: Small
2 6 8 1 C l e v e l a n d A v e
Santa Rosa, CA 9540 3
Telephone: 707 544 4206
Fax: 707 546 2135
www.AltaAC.com
ALTA ARCHAEOLOGICAL CONSULTING works with local, state, and federal agencies and tribal governments to provide cultural resource management services during their environmental compliance processes. ALTA provides clients with timely, cost effective solutions for compliance with relevant environmental and historic preservation laws.
LABOR
RATE SHEET 202
6*
Administrative Assistant
Archaeologist A or Historian A
Archaeologist B or Historian B
Archaeologist C or Historian C
Geoarchaeologist
GIS Specialist A
GIS Specialist B
GIS Specialist C
Ground Penetrating Radar Specialist
Osteologist
Principal Investigator A
Principal Investigator B
Principal Investigator C
Project Manager A
Project Manager B
Project Manager C
Project Manager D
Project Manager E
Safety Manager
Safety Specialist
Senior Archaeologist A or Arch itectural Historian A
Senior Archaeologist B or Architectural Histo rian B
Senior Archaeologist C or Arch itectural Historian C
Senior GIS Specialist A
Senior GIS Specialist B
Tribal Facilitator
EXPENSES
Direct expenses with 5% mark-up. Direct expenses include project related permits, rentals, report copy binding costs (for reports over 1 00 pages), Native American monitors, camping fees, records searches, and laboratory studies, mileage in excess of 20 miles a day at current IRS rate0WFSUJNFBUNBSLVQPOTUBOEBSESBUFT(4"QFSEJFNSBUFTNBZ BQQMZ.
* rates are subject to 3% increase in subsequent years
89.54 103.56
101.14
89.95 118.80
125.76
110.11
90.84 118.12
122.52
223.58
201.23
167.68
156.70
135.67
122.10
111.06
110.54
138.67
101.31
135.67
122.10
110.54
162.80
145.67
177.37
12 CMG Landscape Architecture
22002266
SSttaannddaarrdd HHoouurrllyy RRaatteess
TITLE/ROLE HOURLY RATE
Principal $321.00
Senior Engineer/Senior PM $289.00
Project Manager/Engineer IV $247.00
Project Engineer/Engineer III $200.00
Design Engineer/ Engineer II $189.00
Staff Engineer/Engineer I $179.00
Senior Planner $234.00
Watershed Planner IV $213.00
Watershed Planner III $195.00
Watershed Planner II $179.00
Watershed Planner I $168.00
CADD/Graphics $163.00
Project Assistant $150.00
Compensation for work performed on a time-and-materials basis will based upon the following labor billing rates:
660 Mission Street, 2nd Floor
San Francisco, CA 94105
(415) 800-6805 www.lotuswater.com
Cost Proposal - Santa Rosa Southeast Greenway Master Plan - Revsied 13
Miasto Rate Sheet:
Principal + Founder: $260/hour
14 CMG Landscape Architecture
Santa Rosa Office Napa Office Lakeport Office
Main Office 1041 Jefferson St, Suite 4 149 Main Street, Suite 201 1305 North Dutton Ave Napa, CA 94559 Lakeport, CA 95453 Santa Rosa, CA 95401 P: 707-252-8105 P: 707-544-1072 P: 707-544-1072
Geotechnical, Geological and Laboratory Services
2026 FULLY BURDENDED SCHEDULE OF CHARGES
Effective January 1, 2026
Unless agreed otherwise, work is charged for on a time and expense basis in accordance with the following schedule of charges:
PERSONNEL
Principal ............................................................................................................................................................. $318.54/hour Project Engineer/Geologist ................................................................................................................................ $174.20/hour Staff Engineer/Geologist .................................................................................................................................... $112.40/hour Field Engineer ..................................................................................................................................................... $115.15/hour Field Engineer (Prevailing Wage) ....................................................................................................................... $222.47/hour Graphics ............................................................................................................................................................... $99.84/hour Administrative Support ........................................................................................................................................ $99.84/hour
EQUIPMENT
Seismic Site Class (ReMiNode) ……………………………………………………………………………………………………………………………. $500/day Slope Inclinometer Instrument ................................................................................................................................. $200/day Coring Machine ......................................................................................................................................................... $400/day Infiltration Test Apparatus…………………………………………………………………………………………………………………..……………….$200/day Sonic Echo Foundation Test Gauge……………………………………………………………………………………………………………………….$200/day Specialty Software (i.e. SLOPE/W, VolFlo) ................................................................................................................. $70/hour
CONCRETE
Concrete Compression Testing - Set of 4 Cylinder Breaks ................................................................................................ $200 Shotcrete Panel (Includes coring, compression testing of 4 cores, and disposal) ............................................................ $400 Each Additional Cylinder Break ...........................................................................................................................................$50 Each Additional Core Break .............................................................................................................................................. $100
OTHER
Travel time is charged at regular rates. Vehicle mileage is charged at the current federal rate. For court appearance, expert witness testimony, or deposition the charge is $400 per hour for the principal, associate, and project level professional and $280 per hour for all others, payable in advance. Four and eight hour minimums apply for court appearance.
Time worked in excess of 8 hours per day and Saturday/night work will be charged at 1.5 times the hourly rate. Time worked in excess of 12 hours per day and Sundays/holidays will be charged at 2 times the hourly rate.
Outside services including laboratory analysis, consultants, subcontractors, equipment not listed above, outside reproduction, aerial photographs, meals, lodging, shipping and special equipment or services not listed above are charged at cost plus 10 percent.
Cost Proposal - Santa Rosa Southeast Greenway Master Plan - Revsied 15 Cumming 2026 Standard Hourly Rate
Discipline Title/Role
Cost Management Executive/Senior Vice President
Vice President
Managing Director/Director/Regional Director
Associate director
Senior Cost Manager
Cost Manager
Assistant Cost Manager/Intern
Landscape Architecture cmgsite.com
444 Bryant Street
San Francisco, CA 94107
415.495.3070