(ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following:
(1) Insurance Services Office Commercial General Liability coverage (Occurrence Form CG 00 01) or exact equivalent. (iii) Commercial General Liability Insurance must include coverage for the following:
(1) Bodily Injury and Property Damage
(2) Personal Injury/Advertising Injury
(3) Premises/Operations Liability
(4) Products/Completed Operations Liability
(5) Aggregate Limits that Apply per Project
(6) Explosion, Collapse and Underground (UCX) exclusion deleted
(7) Contractual Liability with respect to this Agreement (8) Property Damage
(9) Independent Contractors Coverage
(iv) The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain any other exclusion contrary to the Agreement.
(v) The policy shall give City, its officials, officers, employees, agents and City designated volunteers additional insured status using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage. (vi) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to written approval by the City, and provided that such deductibles shall not apply to the City as an additional insured. b. Automobile Liability
(i) At all times during the performance of the work under this Agreement, the Consultant shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to the City.
(ii) Coverage for automobile liability insurance shall be at least as broad as Insurance Services Office Form Number CA 00 01 covering automobile liability (Coverage Symbol 1, any auto).
(iii) The policy shall give the City, its officials, officers, employees, agents and City designated volunteers additional insured status. (iv) Subject to written approval by the City, the automobile liability program may utilize deductibles, provided that such deductibles shall not apply to the City as an additional insured, but not a self-insured retention.
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c. Workers' Compensation/Employer's Liability
(i) Consultant certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she will comply with such provisions before commencing work under this Agreement.
(ii) To the extent Consultant has employees at any time during the term of this Agreement, at all times during the performance of the work under this Agreement, the Consultant shall maintain full compensation insurance for all persons employed directly by him/her to carry out the work contemplated under this Agreement, all in accordance with the "Workers' Compensation and Insurance Act," Division IV of the Labor Code of the State of California and any acts amendatory thereof, and Employer's Liability Coverage in amounts indicated herein. Consultant shall require all subconsultants to obtain and maintain, for the period required by this Agreement, workers' compensation coverage of the same type and limits as specified in this section.
d. Professional Liability (Errors and Omissions)
At all times during the performance of the work under this Agreement the Consultant shall maintain professional liability or Errors and Omissions insurance appropriate to its profession, in a form and with insurance companies acceptable to the City and in an amount indicated herein.
This insurance shall be endorsed to include contractual liability applicable to this Agreement and shall be written on a policy form specifically designed to protect against acts, errors or omissions of the Consultant. "Covered Professional Services" as designated in the policy must specifically include work performed under this Agreement. The policy must"pay on behalf of'the insured and must include a provision establishing the insurer's duty to defend. e. Minimum Policy Limits Required
(i) The following insurance limits are required for the Agreement:
Combined Single Limit
Commercial General Liability $1,000,000 per occurrence/ $2,000,000 aggregate for bodily injury, personal injury, and property
damage
Automobile Liability $1,000,000 combined single limit Employer's Liability $1,000,000 per accident or disease Professional Liability $1,000,000 per claim and aggregate (errors and omissions)
(ii) Defense costs shall be payable in addition to the limits. (iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as Additional Insured pursuant to this Agreement. 5
f. Evidence Required
Prior to execution of the Agreement, the Consultant shall file with the City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer's equivalent) signed by the insurer's representative and Certificate of Insurance (Acord Form 25-S or equivalent), together with required endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance.
g. Policy Provisions Required
(i) Consultant shall provide the City at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to the City at least ten (10) days prior to the effective date of cancellation or expiration.
(ii) The Commercial General Liability Policy and Automobile Policy shall each contain a provision stating that Consultant's policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the City or any named insureds shall not be called upon to contribute to any loss.
(iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement. Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement.
(iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to provide a waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(v) The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability.
Further the limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant's indemnification obligations to the City and shall not preclude the City from taking such other actions available to the City under other provisions of the Agreement or law.
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h. Qualifying Insurers
(i) All policies required shall be issued by acceptable insurance companies, as determined by the City, which satisfy the following minimum requirements:
(1) Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A: VII and admitted to transact in the business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
Additional Insurance Provisions
(i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by the City, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant to this Agreement, including but not limited to, the provisions concerning indemnification.
(ii) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary, and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement.
(iii) The City may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (iv) Neither the City nor any of its officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement.
j. Subconsultant Insurance Requirements. Consultant shall not allow any subcontractors or subconsultants to commence work on any subcontract until they have provided evidence satisfactory to the City that they have secured all insurance required under this section.
Policies of commercial general liability insurance provided by such subcontractors or subconsultants shall be endorsed to name the City as an additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant, City may approve different scopes or minimum limits of insurance for particular subcontractors or subconsultants.
12. Indemnification.
a. To the fullest extent permitted by law, Consultant shall indemnify and hold the City, its officials, officers, employees, volunteers, and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant's services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and reasonable attorney's fees and 7
other related costs and expenses. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its officials, officers, employees, agents, or volunteers.
b. If Consultant's obligation to indemnify, and/or hold harmless arises out of Consultant's performance of "design professional" services (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant's indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant's liability for such claim, including the cost to defend, shall not exceed the Consultant's proportionate percentage of fault.
13. California Labor Code Requirements.
a. Consultant is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., which require the payment of prevailing wage rates and the performance of other requirements on certain "public works" and "maintenance" projects ("Prevailing Wage Laws"). If the services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon the Consultant and all subconsultants to comply with all California Labor Code provisions, which include but are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code Sections 1771.4 and 1776), hours of labor(Labor Code Sections 1813 and 1815) and debarment of contractors and subcontractors (Labor Code Section 1777.1). The requirement to submit certified payroll records directly to the Labor Commissioner under Labor Code section 1771.4 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Section 1771.4. b. If the services are being performed as part of an applicable "public works" or "maintenance" project, then pursuant to Labor Code Sections 1725.5 and 1771.1, the Consultant and all subconsultants performing such services must be registered with the Department of Industrial Relations. Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants, as applicable. Notwithstanding the foregoing, the contractor registration requirements mandated by Labor Code Sections 1725.5 and 1771.1 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Sections 1725.5 and 1771.1. c. This Agreement may also be subject to compliance monitoring and enforcement by the Department of Industrial Relations. It shall be Consultant's sole responsibility to comply with all applicable registration and labor compliance requirements. Any stop orders issued by the Department of Industrial Relations against Consultant or any subcontractor that affect Consultant's performance of services, including any delay, shall be Consultant's sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the City. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claim or liability arising out of stop orders issued by the Department of Industrial Relations against Consultant or any subcontractor.
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14. Verification of Employment Eligibility.
By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time, and shall require all subconsultants and sub-subconsultants to comply with the same.
15. Reserved.
16. Laws and Venue.
This Agreement shall be interpreted in accordance with the laws of the State of California.
If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of San Bernardino, State of California. 17 Termination or Abandonment
a. City has the right to terminate or abandon any portion or all of the work under this Agreement by giving ten (10)calendar days written notice to Consultant. In such event, City shall be immediately given title and possession to all original field notes, drawings and specifications, written reports and other documents produced or developed for that portion of the work completed and/or being abandoned. City shall pay Consultant the reasonable value of services rendered for any portion of the work completed prior to termination. If said termination occurs prior to completion of any task for the Project for which a payment request has not been received, the charge for services performed during such task shall be the reasonable value of such services, based on an amount mutually agreed to by City and Consultant of the portion of such task completed but not paid prior to said termination. City shall not be liable for any costs other than the charges or portions thereof which are specified herein. Consultant shall not be entitled to payment for unperformed services and shall not be entitled to damages or compensation for termination of work.
b. Consultant may terminate its obligation to provide further services under this Agreement upon thirty(30)calendar days'written notice to City only in the event of substantial failure by City to perform in accordance with the terms of this Agreement through no fault of Consultant.
18 Documents. Except as otherwise provided in "Termination or Abandonment," above, all original field notes, written reports, Drawings and Specifications and other documents, produced or developed for the Project shall, upon payment in full for the services described in this Agreement, be furnished to and become the property of the City.
19. Organization
Consultant shall assign Jacob Leon as Project Manager. The Project Manager shall not be removed from the Project or reassigned without the prior written consent of the City.
20. Limitation of Agreement.
This Agreement is limited to and includes only the work included in the Project described above.
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21. Notice
Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed to:
DISTRICT: CONSULTANT:
City of Upland Ktua
460 N. Euclid Avenue 3916 Normal Street
Upland, CA 91786 San Diego, CA 92103
Attn: Public Works Director Attn: Joe Punsalan
Public Works Department Principal
and shall be effective upon receipt thereof.
22. Third Party Rights
Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than the City and the Consultant.
23. Equal Opportunity Employment.
Consultant represents that it is an equal opportunity employer and that it shall not discriminate against any employee or applicant for employment because of race, religion, color, national origin, ancestry, sex, age or other interests protected by the State or Federal Constitutions. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.
24. Entire Agreement
This Agreement, with its exhibits, represents the entire understanding of City and Consultant as to those matters contained herein, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters covered hereunder. Each Party acknowledges that no representations, inducements, promises or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This Agreement may not be modified or altered except in writing signed by both Parties hereto. This is an integrated Agreement.
25. Severability
The unenforceability, invalidity or illegality of any provision(s) of this Agreement shall not render the remaining provisions unenforceable, invalid or illegal.
26. Successors and Assigns
This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of each Party to this Agreement. However, Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights, 10
burdens, duties or obligations without the prior written consent of City. Any attempted assignment without such consent shall be invalid and void.
27. Non-Waiver
None of the provisions of this Agreement shall be considered waived by either Party, unless such waiver is specifically specified in writing.
28. Time of Essence
Time is of the essence for each and every provision of this Agreement.
29. City's Right to Employ Other Consultants
City reserves its right to employ other consultants, including engineers, in connection with this Project or other projects.
30. Prohibited Interests
Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no director, official, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
[SIGNATURES ON FOLLOWING PAGE]
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SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT
BETWEEN CITY OF UPLAND
AND KTUA
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above.
CITY OF UPLAND Ktua (two signatures required for Corporations.
President OR Vice President AND Secretary OR
Treasurer REQUIRED)
By: By:
Michael Blay
City Manager Its:
Printed Name:
ATTEST:
By: By:
Keri Johnson
City Clerk Its:
Printed Name:
APPROVED AS TO FORM:
By:
Stephen Deitsch
City Attorney
12
EXHIBIT A
DESCRIPTION OF WORK SCOPE
The City of Upland is seeking a qualified firm (hereinafter referred to as Consultant) to perform the tasks and activities needed to develop the Plan as well as establishing a procedure to modify the Plan in the future as needed. Overall, the Plan needs to fulfill the goals of the Active Transportation Program and be consistent with the proposed Work Plan (Exhibit 25- PLAN) submitted as part of the ATP grant application.
The submitted Mobility Master Plan grant application can be provided from a drop box on request.
An outline for the project including tasks to perform and services to provide includes, but is not limited to, the following:
1. Project Management
2. Coordination and TAC Meetings
3. Community Outreach
4. Inventory and Analysis
5. Needs Assessment
6. Active Transportation Network and Programs
7. Active Transportation Plan
Task 1: Project Management
1.1 Consultant is responsible for the overall management of the Project including conducting monthly project progress meetings with city staff, preparing meeting agendas, providing meeting minutes, tracking action items and updating project schedule including State required milestones. Consultant may bring in subconsultants when necessary, during different stages of the Project, and is responsible for the performance of the subconsultants as well as the budgets for their respective tasks.
1.2 The City of Upland, with support from the Consultant, shall submit a progress report, quarterly reports, and final report (and any other reporting as necessary) to Caltrans district staff providing a summary of project progress and grant expenditures.
Deliverables:
1. In-person Project Kick-off Meeting — Agenda, Project schedule, meeting minutes/summaries and work plan.
2. Project Progress Meetings (monthly) — agendas, meeting minutes/summaries and action items tracking tables consistent with work plan.
3. Initial Project Schedule and updated schedule at Project Progress Meetings.
4. Project Progress Reports to be submitted monthly with invoice. The progress reports and invoices shall meet Caltrans reporting requirements.
5. Quarterly Reports (consolidation and summary of the monthly project progress reports), and Final Report. The Quarterly Reports and consultant invoices will be used by the City for reimbursement requests to Caltrans.
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Task 2: Coordination and TAC Meetings
2.1 Coordination will include regularly scheduled conference calls or meetings between the City, project stakeholders, Advisory Committee(s) and Consultant to review progress and upcoming tasks. Constant interaction is required and is to ensure coordination between all parties to deliver a City UMMP that meets community needs and the expectations outlined in this scope of work. The Consultant shall also provide periodic progress reports to the City as required and shall invite Caltrans staff to project meetings or scheduled calls as appropriate.
2.2 The consultant, with the assistance of city staff, shall form a Technical Advisory Committee (TAC) to guide the preparation of the UMMP. The Consultant shall serve as the staff to the TAC and will be responsible for the preparation of the agendas, meeting presentations, meeting minutes/summaries, and the facilitation of discussion at the TAC to obtain input and support from the TAC for the UMMP. It is expected that the TAC will hold five quarterly meetings (approximately). The members of the TAC will include, but is not limited to, City Councilmember Representatives (2 districts), Project Manager for the City, Upland Planning Division, Upland Unified School District, Upland Police Department, San Bernardino County Transportation Authority (SBCTA), OmniTrans and Chamber of Commerce.
These meetings shall coincide with the major outreach events and deliverables, as detailed in the O&E Plan. The Consultant shall facilitate discussion to develop a list of key stakeholders, problem or challenge areas to study, and strategies for engaging residents, in particular residents of disadvantaged communities.
Deliverables:
1. Project Coordination Contacts
a. Contact party information and purpose of contact
b. Coordination Summaries of telephone, email and other contacts
2. TAC Meetings (Quarterly)
a. Meeting agendas
b. Meeting minutes and attendance sheet
c. Project Progress Briefing
d. Activities Tracking Summaries
e. Updated Project Schedules
f. Presentation Materials
Task 3: Community Outreach
3.1 The Consultant, with input from the City, shall prepare a detailed Outreach and Engagement Plan (O&E Plan) which shall include community engagement tools and events to be used throughout the development of the UMMP. O&E Plan shall consist of a strategy to fully engage disadvantaged communities, regional partners and stakeholders, schools, City Commissions and Council. The O&E Plan should address outreach in multiple languages and use electronic and non-traditional means to reach groups that may not participate in traditional planning workshops.
3.2 In addition to the TAC Meetings as stated in Task 2 above, the Consultant shall attend Public Works Committee meetings upon request, preferably in person. 14
3.3 Based on the O&E Plan, the Consultant shall coordinate with the City to host at least five (5) separate outreach events, as directed by the City, to engage the community in a discussion about challenges and opportunities to improve, for the focus area, transit and active transportation environment, project and active transportation program recommendations, and draft transit and active transportation networks. Events may include but are not limited to neighborhood meetings, town halls, or tables at existing events such as farmer's markets or community festivals.
3.4 The Consultant shall develop a project website, which shall provide project information and allow stakeholders to submit feedback without attending meetings. The website shall include a simple online survey, to solicit input on desired location and type of transit and active transportation. The online survey shall allow users to identify current barriers and recommendations for suggested improvements. At the conclusion of the survey period, the Consultant shall prepare a memorandum outlining the findings of the virtual engagement platform.
In addition to the Technical Advisory Committee Meetings, the Consultant shall prepare and deliver presentations to the City Council to apprise them of the draft UMMP, and to provide an opportunity for the Council to review and provide input, before finalizing the Plan. The Consultant shall plan to make a final presentation to the Council on the conclusion and implementation plan for the final UMMP. (See Task 7)
Deliverables:
1. Outreach and Engagement Plan
2. Public Works Committee Meetings (2 Meetings)
a. PowerPoint Presentation / Discussion Items
b. Meeting notes/Sign-in sheet
3. Outreach Events
a. Event Plan
b. Sign-in sheet
c. Event Summary Memo
4. Virtual Engagement
a. Project Website
b. Survey
c. Memo on Virtual Engagement
Task 4: Inventory and Analysis
4.1 The Consultant shall collect and review available information for the project area, including the City General Plan, its Circulation Element, the City Local Road Safety Plan, City Sidewalk Master Plan, City's CIP Program and Pavement Management Plan, Bikeway Plans and/or ATP Plans from neighboring cities, where available, and other relevant studies and policies. Relevant transit and active transportation education and encouragement programs shall be included in this review, including those prepared by SBCTA and OmniTrans.
4.2 The Consultant shall collect conditions data including existing and planned land uses, Census and other population characteristics, existing and planned bicycle and pedestrian facilities, traffic volumes, collisions, employment, property ownership, utilities, aerial imagery, and topography. Critical data within the project areas shall be mapped for outreach events, Technical Advisory Committee meetings, and for inclusion in the final plan. 15
4.3 The Consultant shall collect active transportation (bicycle and pedestrian) counts.
This data shall be collected at key intersections (not more than twenty) within the City. This information shall be used to complement existing data collected from the existing conditions. The Consultant shall collaborate with city staff to determine the key intersections based on the initial reviews of existing conditions. The number of key intersections shall not exceed 20 intersections.
4.4 Based on the findings, the Consultant shall prepare an Existing Conditions Report.
The report shall include Consultant observations on opportunities, constraints, and challenges to be addressed in the Plan.
Deliverables:
1. Review of Relevant Plans and Studies
2. Obtain Exhibits/Maps of Bikeway Master Plans and Truck Routes of neighboring cities (Claremont, Montclair, Ontario and Rancho Cucamonga), SBCTA regional plans, and Transit Routes
3. Active Transportation User Counts
a. Data Tables
b. Data System
4. Existing Conditions
a. Data Collected- Digital Files
b. Data Center Repository
c. Maps Prepared for Events/Plan
5. Existing Conditions Report
Task 5: Needs Assessment
5.1 The Consultant shall develop a robust needs analysis based on the findings of the Existing Conditions Report. The study shall include the following components: high-collision locations, activity generators, Safe Routes to School, gaps in the bicycle and pedestrian networks, access to transit stations and stops and gaps in transit network, traffic volumes, and active transportation user counts.
The analysis shall also consider the current transit network serving Upland and identify corridors which are in need of mobility improvements. The analysis shall recommend improvements, such as micro-transit service, to fill gaps identified, and discuss resources needed to provide the recommended improvements.
5.2 As part of the Needs Assessment, a minimum of 10 Walk Audits shall be conducted to assess existing walking, biking and transit access conditions with members of the project team, stakeholders and community members (including the members of the TAC). Audits will focus on the disadvantaged neighborhoods surrounding Downtown Upland. Audits may also occur during the analysis of existing conditions and during the development of Plan Recommendations.
5.3 The Consultant shall prepare a Needs Assessment Report. The Report shall outline the primary considerations in developing a citywide active transportation network for the City, including user comfort, safety, and connections to community facilities, employment, and retail destinations, and disadvantaged communities. It shall also discuss the north-south, east-west transit mobility recommendations.
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Deliverables:
1. Needs Analysis, including Summaries of each Walk Audits
2. Needs Assessment Report
Task 6: Active Transportation Network and Programs
6.1 The Consultant shall develop a recommended citywide transit, bicycle, and pedestrian network, which shall connect people within the city to regional facilities, including the following components:
• Bicycle and pedestrian improvements
• Spot safety improvements
• Connections to transit
6.2 Also, the Consultant shall prepare a list of recommended education and encouragement programs to generate a culture that embraces active transportation throughout the City, including families, businesses, and community facilities.
The recommended network and programs shall be compatible with the O&E Plan and shall address the Needs Assessment findings.
6.3 The Consultant shall prepare a set of prioritization criteria for review and comment by the City staff and the Technical Advisory Committee. After review and comment, the prioritization criteria shall be applied to the recommended active transportation network to result in a prioritized list of network improvements.
6.4 Once the recommended active transportation network has been prioritized, the Consultant shall prepare an Implementation Plan, which outlines a strategy the City of Upland can follow to implement the recommended infrastructure improvements and programs. The Implementation Plan shall include a tiered approach for completing the active transportation network, concept plans and high-level cost estimates for the proposed infrastructure improvements for the top 10 projects, funding sources for recommended infrastructure and program components, and details on how to incorporate low-cost enhancements into existing City maintenance and other Public Works projects.
Furthermore, the consultant shall assist City staff to implement recommendations from the plan that require updates to the City's General Plan.
Deliverables:
1. Recommended Network Map(s)
a. Citywide Bikeway Map with details for the focus area b. Pedestrian Walkway Maps for the focus area (Consistent with the City Sidewalk Master Plan)
c. Citywide Transit Network (including bus stops) Map
2. Recommended Programs List
3. Prioritization
a. Criteria List
b. Prioritization Table(s)
4. Implementation Plan
a. Concept Plans and High-Level Cost Estimates
b. Enhancement to existing maintenance & projects
c. Updates to General Plan
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Task 7: Active Transportation Plan
7.1 An administrative draft plan shall be prepared and presented for comment and feedback from city staff. It shall include components developed across Tasks 2 through 6 as noted herein. Separate chapters shall be provided in this and all subsequent drafts that also address:
• Existing Plan and Review
• Demographics of Walking and Biking
• Pedestrian and Bicycle Crash Data
• Regional Pedestrian and Bicycle Network Update, as appropriate • Available Funding Report
• Health and Active Transportation Snapshot
• Benefits of Active Transportation Report
• An Americans with Disabilities Act (ADA) Transportation Infrastructure chapter. (This is not to create a transition plan but to highlight issues within the road right of way for local and regional cooperation.)
• A Pedestrian Plan chapter identifying and prioritizing pedestrian needs including multi- use recreational trails.
• A Bicycle Facilities chapter that updates and focuses on new route priorities given the competitive requirements of the Active Transportation Program. • A Safe Routes to School chapter.
• A chapter defining performance measures and the top ten (or fewer) priority unfunded projects that address the Active Transportation Program.
Based on comments received and expanding upon the administrative draft plan, the draft plan shall be prepared and presented for final comment and feedback from the city staff, members of the TAC, City Council, and the community both online and at the final outreach event.
The Final Plan shall be presented at the City Council meeting for adoption. City staff and Consultant shall address any critical issues that arise.
Deliverables:
1. Administrative Draft Plan
2. Draft Plan (Presentation to City Council for adoption)
3. Final Plan
4. Plan Adoption
a. Presentation to City Council
18
EXHIBIT B
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• UPLAND MOBILITY MASTER PLAN
s
City of Upland — Development Services Department
Proposal I December 12, 2023 kt U
II
v) 1 COVER LETTER/STATEMENT OF QUALIFICATIONS . . . 2 11 '
2 UNDERSTANDING/SCOPE OF SERVICES 3
3 METHODOLOGY AND WORK PLAN
Z Scope of Work Methodology 4
Schedule 13
W 4 QUALIFICATIONS AND EXPERIENCE
KTUA Firm Profile and Experience 14
Imml Subconsultant Profile and Experience 18 Z 5 PERSONNEL
Team Organizational Chart 19
Key Personnel Current Workload . . 19
0 6 REFERENCES . . . . . .20
0 7 CONTRACT EXCEPTIONS STATEMENT 20
8 REQUIRED STATEMENTS . . . . . 20
3916 Normal Street 9 APPENDIX
San Diego,CA 92103 Key Personnel Resumes. 21 619-294-4477
www.ktua.com FEE PROPOSAL (Separate Sealed Envelope)
3916 Normal Street
San Diego,CA 92103
619-294-4477
www.ktua.com
December 12, 2023
Alan French, PE, PLS
City of Upland — Development Services Department
460 Euclid Avenue
Upland, California 91786
Dear Mr. French and Members of the Selection Committee, A recent article from Smart Growth America made light of complete streets as a "process" and "not a top-down effort or single street design." The scope of work presented in this RFP highlights this recent take on complete mobility planning which we see as the most equitable approach to identifying, prioritizing, and designing multi- modal corridors for all ages and abilities. Moreover, ensuring that the voices of the underserved neighborhoods are heard throughout the process.
KTUA is pleased to respond to the Request to prepare the Mobility Master Plan (MMP)for the City of Upland. Our team brings extensive experience in assisting local and regional agencies in the development of effective, equita- ble, implementable, and sustainable complete street planning. Our proposal details this experience, discusses our approach, and added value tasks to successfully develop the plan envisioned by the City of Upland.
Implementing a multi-modal corridor that is safe, enjoyable, and convenient begins with a genuine understanding of its physical and social environment. We will bring holistic,thoughtful, and community driven designs for this project.
Over the last decade, many California communities have made significant strides in their effort to encourage their citizens to shift to more sustainable active transportation modes like bicycling and walking for local and regional trips to keep economic activity with their boundaries. We are delighted to see that the City is continuing their com- mitment to providing their citizens and visitors with multimodal improvements.
When considering the ongoing evolution of mobility, we must also incorporate the diverse voices and perspectives of the communities that will experience the benefits, and potential challenges, of the changing mobility landscape.
Our team understands the City's interest in maximizing community engagement in the development of this plan, especially in the underserved areas south of Foothill Boulevard and we will prepare a robust, creative, and flexible approach to involving the community and ensuring that they shape the recommendations and implementation.
Our team of experts will ensure you receive the highest value for the project budget and that all stated objectives in the RFP are met and exceeded. Each subconsultant was purpose-selected to enhance KTUA's technical and community engagement capabilities. Katherine Padilla &Associates (KPA) a long-time teaming partner is a highly regarded community engagement expert committed to deep engagement with a strong record of helping translate community needs. KPA brings many creative approaches to ensure that outreach efforts are meaningful, and the feedback received is reflective of the diverse populations and mobility needs of the communities in which they work in. A teaming partners for many years, Mark Thomas will be leading the conceptual design as well as support- ing outreach and walk audits. Their expertise in designing and overseeing construction of transportation projects, and experience in the Inland Empire will provide thoughtful and implementable design approaches. Mark Thomas, KPA and the KTUA team were instrumental in developing community driven designs for Santa Ana's various grant funded projects and are continuing the partnership through PS&E phases.
We look forward to collaborating with you and your team and improving the multimodal choices in the City of Upland. We welcome the opportunity to meet and discuss your important project.
Respectfully submitted,
KTUA AUTHORIZED REPRESENTATIVE
;��/�nrl►%7� Joe Punsalan, Principal
3916 Normal Street, San Diego, CA 92103
Joe Punsalan, Principal 619-294-4477 x127; Cell: 619-851-1870;[email protected]
2 I UNDERSTANDING&APPROACH TO SCOPE OF SERVICES
Project Understanding &Approach Community Driven Design Options—Throughout the We see many opportunities and challenges for the City development of the concept design and plan, project of Upland that will be explored. For example, while the team members will be professional, unbiased facilitators City primarily has a "super-block" grid system,there are to gather specific information about roadway use, and connected streets within these larger arterials that can preferences, as well as agency strengths,weaknesses, serve as possible bikeway connections. Upon initial and opportunities. The efforts need to focus on listening site visits,the City also has a well-established sidewalk to public and staff input(as well as from elected officials) network, even in the underserved neighborhoods south about issues, concerns, solutions, and priorities to direct of Arrow Highway. While the sidewalk network is mostly the conceptual designs. The City has a great infrastruc- connected, curb ramps are missing in many parts of ture base to build upon for safe, connected, and imple- these neighborhoods.While Southern Pacific Trail is a mentable recommendations. great asset that provides an east-west connection,the Exceeding the Scope of Work Euclid Avenue corridor could serve as the e north-south multi-use path connection. The benefits and challenges KTUA typically offers work products that exceed those o this opportunity could be explored if the City envi-
sions by our competitors. In this sense,the effort is it. Foothill Boulevard is identified as a Pedestrian "value added", meaning that we go beyond the mini Multimodal Priority Area where emphasis can be made mum effort to accomplish a scope item by improving to improve the multimodal facilities of the corridor. The legibility and clarity in the proposed concept. You will team can evaluate the feasibility of upgrading the exist- see this in our GIS models and mapping and you will no ing Class II bike lanes into Class IV separated facilities, tice it in our graphic production where we use 3D mod- or a multi-use path as mentioned in the General Plan. els to show cross sections, obliques and site plan views Finally, many of the bus stops have seating but lack that take into enough detail to be realistic and contex- other amenities like shelters and nearby lighting.We tual with the setting. This "above and beyond" work will evaluate high volume stops and routes, crime near product does not cost the project more money since we these locations and develop recommendations. This cover all scope items for the listed budget amount. analysis will be key to the City's goal of planning more The following highlights the tasks the KTUA team rec- Transit-Oriented Development along transit and multi- ommends accomplishing in an efficient and inclusive modal corridors. There are just a few observations from process and experience to bring this project to fruition. our time in Upland.
Data Collection
To expand our observations and exceed the needs of • Bicycle and Pedestrian Propensity Model this project, our team has developed and will employ • Replica "big data"Analysis many recognized industry best-practices tools in this • Esri-based Field Maps App planning process. • Nearmap aerial photos
Values and Vision,A Road Map to the Future—An Community Engagement agency's values reflect their leadership and staff values, • Flexible strategies for all the community workshops and those of the community they represent. The Mobil- Inclusive and bilingual engagement strategies ity Master Plan will help the City Upland update these • GIS-based Story Map/Website which includes online values and vision so that it can best determine the direc- mapping application tion and priorities needed to make meaningful change. • Project branding A Strong and Comprehensive Community Engage- • Interactive workshops with activities for children ment Process— Community engagement is needed to Conceptual Design genuinely understand the community's issues, deter- • Programmatic steps from schematic design/ideas to mine the value of public services, and provide a vision 30%concepts for the future that the community supports. We have • Incorporating urban greening and placemaking best found that effective outreach means going to the public practices instead of expecting the public to come to us. The KTUA 3D renderings team's effective and flexible community engagement is
the basis for measuring the quantitative and qualitative components of this plan.
CITY OF UPLAND I MOBILITY MASTER PLAN 13
3 I METHODOLOGY&WORK PLAN I Scope of Work
TASK 1:PROJECT MANAGEMENT and upcoming tasks. Regular interaction is required and is to ensure coordination between all parties to deliver
1.1 Kickoff Meeting and Project Management a City UMMP that meets community needs and the ex- KTUA will be responsible for the overall management of pectations outlined in this scope of work.These coordi- the Project including conducting monthly project prog- nation meetings will primarily be with City staff, Caltrans ress meetings with City staff, preparing meeting agen- and other stakeholders the City feels important to keep das, providing meeting minutes,tracking action items engaged on a monthly basis. KTUA will also provide pe- and updating project schedule including State required riodic progress reports to the City as required and shall milestones. Upon initial notice to proceed, KTUA will invite Caltrans staff to project meetings or scheduled schedule and facilitate a virtual kickoff meeting.The kick- calls as appropriate. off meeting will include discussion of project timeline, budget, reporting, internal meeting schedule, community 'T2.2 Technical Advisory Committee(TAC)Meetings outreach meeting schedule, community engagement With the assistance of City staff, KTUA will form a Tech- options and key stakeholders, data needs, communi- nical Advisory Committee (TAC)to guide the preparation cation channels and any other relevant topics. KTUA of the UMMP. KTUA will prepare the agendas, meeting will provide meeting notes after the kick-off meeting to presentations, meeting minutes/summaries, and the ensure that next steps are documented and provided in facilitation of discussion at the TAC to obtain input and writing to meeting attendees in a timely manner. support for the UMMP.Approximately five (5) quarterly meetings will be held with members of the TAC consist-
1.2 Invoicing and Progress Reports ing of but is not limited to, City Councilmember Repre- Monthly invoices and progress reports will be submitted sentatives (two districts),City Project Manager, Upland to the City for review which will support the Caltrans Planning Division, Upland Unified School District, Upland progress report process. KTUA will support the sub- Police Department, San Bernardino County Transporta- mission of progress reports, quarterly reports, and final tion Authority(SBCTA), OmniTrans, Chamber of Com- report(and any other reporting as necessary)to Caltrans merce and other project stakeholders. CBOs such as district staff providing a summary of project progress the Inland Empire Bicycle Alliance will also be consid- and grant expenditures. ered for participation.
DELIVERABLES: Whenever possible,these meetings will coincide with
1. In-person Project Kick-off Meeting —Agenda, Project the major outreach events and deliverables, as detailed schedule, meeting minutes/summaries and work in the O&E Plan. Since committee members may not be plan. near Upland, hybrid meetings can be accommodated
2. Project Progress Meetings (monthly)—Agendas, for maximum participation. The KTUA team will facili- meeting minutes/summaries and action items track- tate discussion to develop a list of key stakeholders, ing tables consistent with work plan. problem or challenge areas to study, and strategies for
3. Initial Project Schedule and updated schedule at engaging residents, in particular residents of disadvan- Project Progress Meetings. taged communities.
4. Project Progress Reports to be submitted monthly
with invoice. The progress reports and invoices shall DELIVERABLES:
meet Caltrans reporting requirements. 1. Project Coordination Contacts
5. Quarterly Reports(consolidation and summary of the a. Contact party information and purpose of contact monthly project progress reports), and Final Report. b. Coordination Summaries of telephone, email and The Quarterly Reports and consultant invoices will other contacts be used by the City for reimbursement requests to
Caltrans. 2. TAC Meetings (Quarterly)
a. Meeting agendas
TASK 2:COORDINATION AND TAC MEETINGS b. Meeting minutes and attendance sheet c. Project Progress Briefing
2.1 Monthly Coordination Meetings d. Activities Tracking Summaries Monthly virtual coordination meetings will be key to e. Updated Project Schedules keep the project on schedule, identify missing data gaps f. Presentation Materials and coordinate outreach events, and review progress
CITY OF UPLAND I MOBILITY MASTER PLAN 14
3 I METHODOLOGY&WORK PLAN I Scope of Work
TASK 3:COMMUNITY OUTREACH family-oriented public workshops with bilingual staff.
The goals of these workshops will be to engage the
3.1 Community Outreach and Engagement Plan community in a discussion about challenges and oppor- Project team member KPA will work with City staff to tunities to improve,for the focus area,transit and active develop a Community Outreach and Engagement transportation environment, project and active transpor- Plan (O&E Plan). The O&E Plan will include a series of tation program recommendations, and draft transit and outreach activities tied to technical milestones and an active transportation networks. At the kickoff meeting, inclusive marketing campaign to reach all demograph- the team may determine the types of events, such as 1 ics within the City,with emphasis in the neighborhoods neighborhood meetings, town halls, or tabling at exist- around Downtown Upland. KPA and KTUA's diverse ing events such as farmer's markets, community festivals team has extensive experience working with communi- or popular activities such as the annual Lemon Fest 5K, ty members from all walks of life,from elected officials to allow Upland community members the opportunity to to people whose life experience may not include civic help shape the Mobility Master Plan. engagement.
' The team's experience with family responsibilities and The team's experience in working with diverse commu- the challenges of busy work schedules inspires a highly I nities throughout California has provided a foundation creative, and flexible approach to public workshops. We for developing successful community engagement can offer a wealth of ideas such as hands-on crafts and strategies. The O&E Plan for this Mobility Master Plan activities to foster forward-thinking solutions to the ob- will reflect the unique characteristics of Upland and offer stacles of the project area for all ages and abilities. Each a variety of tools and strategies that allow the team to public workshop will welcome children to participate remain as flexible as needed and meet the community alongside parents/grandparents or engage in partici- where they are. The O&E Plan will outline specific strat- patory play in the "kids' corner"with an adult chaperon. egies to engage disadvantaged community members, Educational activities using arts and crafts will reimagine including seniors, linguistically isolated populations, and the Upland community with magnets, Legos, crayons those with limited internet access. The O&E Plan will and coloring activities. also outline action steps and logistics needed to suc-
cessfully complete each outreach event. The O&E Plan --: I'� ) will also identify and match outreach strategies based ni ;tr_ I I 1 on input needed from key stakeholders. The O&E Plan '` 70 will include key messages, a project schedule, and de- 'ilI!, h4;\,'� _ scriptions of workshop activities with emphasis placed l'It'": • 1 on engagement methods to drive attendance at work- :N. -- v:
shops and meetings. f
_ .
KPA recommends leveraging the City's existing commu-
nication channels,through social media,for example,to 1 - communicate UMPP updates. Eye-catching, easy-to-un-
derstand and bilingual (English/Spanish) social media it announcements,fact sheets, flyers, maps, e-newsletters, t
and photos will be used to help communicate project interactive workshop for Yellen Park in Palmdale information.
3.2 Public Works Committee Meetings 3.4 Project Website and Surveys In addition to the TAC Meetings as stated in Task 2 At the beginning stages of the project, KTUA will set above, KTUA will attend up to two Public Works Commit- up a project web page using Esri's Hub to host infor tee meetings upon request, in person. mation on the plan. This GIS-based website will allow residents to stay informed and participate in feedback
3.3 Outreach Events opportunities such as surveys and allow stakeholders to It is our belief that the people who live,work, go to submit feedback without attending meetings. Items such school, and shop in a community are the experts and as a general project survey and an interactive map- the project team must understand their challenges based survey that allows people to provide detailed, and ensure that their concerns are heard. KTUA will location-specific comments will be included. A link to coordinate with the City to facilitate five (5) interactive, the project website will be posted on the City's web
CITY OF UPLAND I MOBILITY MASTER PLAN I 5
3 I METHODOLOGY&WORK PLAN I Scope of Work
Easily accessible -- ® - ^It ta
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page and will be publicized on outreach materials and
at events. KTUA can enhance the Hub to include visual Of BAIVAI Ai /Ir]�
preference surveys for additional input. `)< 1% /3 O1O fi��"f Create Online Surveys.
KTUA will support community engagement by creating fitOt WALKBI KEGO two project online surveys: (1) SurveyMonkey survey will ACTIVE TRANSPORTATION PLAN include questions essential to updating an active trans- portation plan; and (2) Interactive online map survey
that allows people to add location-specific comments to I i 4 allow users to identify current barriers and recommen-
dations for suggested improvements. If desired,the Sur1r -
veyMonkey survey can be administered by project team
A • • — W
members at outreach events to allow those without in- a , 4 ternet access the ability to participate. At the conclusion 'Mt IMPERIAL COUNTY of the survey period, KTUA will prepare a memorandum
outlining the findings of the virtual engagement platform. San'la Yne -I2i1/er Trail C I v e
ikli Ime + Stud1 Transportation Plan
Pr ject Branding
Branding is a key component of marketing and engage-
ment by bringing continuity to all project components Branding examples(logos rom KTUA projects throughout the duration of the project and distinguishing this project from others in Upland. Eye-catching and
consistent branding that captures the unique character 3.5 City Council Presentations of Upland will be included on all project material such KTUA will prepare and deliver two (2) presentations to as flyers, exhibits, online material, and documents to the City Council.The first presentation will be to apprise encourage community participation. KTUA will design them of the Draft UMMP, and to provide an opportuni- branding material to use for flyers and other printed en- ty for the Council to review and provide input, before gagement material for in-person workshops and other finalizing the Plan. The second presentation will be a events. Branding will be reviewed by appropriate City final presentation to the Council on the conclusion and staff, such as the Public Information Officer,to ensure implementation plan for the final UMMP in Task 7. the UMMP brand complements existing City branding.
CITY OF UPLAND I MOBILITY MASTER PLAN I 6
3 I METHODOLOGY&WORK PLAN I Scope of Work
DELIVERABLES: and planned bicycle and pedestrian, infrastructure, and
1. Outreach and Engagement Plan facilities throughout the City will be collected and initially
2. Public Works Committee Meetings (2 Meetings) verified and updated using desktop exercises and aerial a. PowerPoint Presentation/ Discussion Items imagery from Nearmap. Data collected will include Class b. Meeting notes/Sign-in sheet I, II, III, and IV bikeways, multi-use paths, and infrastruc-
3. Outreach Events ture for safe routes to schools. The City's ongoing a. Event Plan for five (5) events Sidewalk Master Plan will be the basis for pedestrian b. Staffing support for up to five (5)events infrastructure mapping to eliminate duplication with this • c. Sign-in sheet(s) ongoing effort. KTUA will also utilize Replica, a big data d. Event Summary Memos and photos subscription service,to supplement data as needed. e. Project branding Replica data highlights transportation model trends f. Bilingual flyers (up to five),fact sheets (up to three), that can assist with the developing recommendations. social media messages (up to 20), e-newsletters Critical data within the project areas shall be mapped for (up to five) and website content promoting out- outreach events, Technical Advisory Committee meet- reach events ings, and for inclusion in the final plan.
4. Virtual Engagement ,,,,
a. Project Website ,'T _-..
' mtt:.
-•-
Bike&Walla ram
b. SurveyMonkey survey ., High »-- -
c. Interactive online map survey W e t - - 1 ■ d. Memo detailing feedback and conclusions from i l Virtual Engagement a"� --� d
3 r�Pa'm.cadese y, zo ✓_
m Pacific Electric Trail
TASK 4: INVENTORY AND ANALYSIS 3 C City ry TM • \_ -- _ • •17TH . 4M11
4.1 Collect and Review Available Information - _- - --- L_�,, The KTUA team will review existing plans and programs _ F. 1.._ f 0 1 as they relate to the transportation goals,visions, and �' T i„ t efforts. Our team will bring our personal and profession- _r - .,,H ij al knowledge about Upland and the active transporta- „-, `- r L tion plan and will go through a thorough yet expedited �� li " j�!' 31. review of local and regional transportation plans and ' 11- �j, ,� other relevant studies and policies. The KTUA team will -0 L- review information and data from but not limited to,the , _11-110 L — 11---1--..c.• following documents: ' • City's General Plan Circulation Element I__+_ _ —_._-. • City's Local Road Safety Plan Bike and Walk Values using Replica Data • City's Sidewalk Master Plan
• City's CIP Program and Pavement Management Plan,
• Montclair Active Transportation Plan Safety Analysis • Ontario Active Transportation Plan KTUA will analyze safety issues in Upland, utilizing • Connect RC data from the latest five years of vehicular, bicycle, and • SBCTA Safe Routes to School (Various phases) (KTUA pedestrian collisions will use the Statewide Integrated subconsultant) Traffic Records System (SWITRS)to develop maps that • Arrow Highway Multimodal Regional Corridor Plan illustrate bicycle and pedestrian collision locations. • Omnitrans Bus Stop Safety Improvement Plan (KTUA& High-injury corridors and intersections will be identified KPA project) for special consideration in the recommendations sec- tion of the plan.
4.2 Collect Existing Conditions Data
KTUA will collect conditions data including existing and Preliminary analysis of 2018-2022 SWITRs data found planned land uses, Census and other population char- the highest number of bicycle and pedestrian colli- acteristics, existing and planned bicycle and pedestrian sions on Foothill Blvd (23), Mountain Avenue (13), Euclid facilities,traffic volumes, employment, property owner- Avenue(10), and Arrow Highway(9). This is no surprise ship, utilities, CalEnviroscreen, and topography. Existing since these are the primary arterial corridors through
CITY OF UPLAND I MOBILITY MASTER PLAN 17
3 I METHODOLOGY&WORK PLAN I Scope of Work
the City and connect many destinations. However, near Propensity Model .
San Antonio and 17th Street, a collision hotspot can be KTUA has developed a GIS-based tool to identify bi- found. Further investigation of these hot spots will be cycle and pedestrian demand across the City,which is conducted to get a thorough understanding of the City's usually referred to as the Bicycle and Pedestrian Pro- safety issues. pensity Model.This aggregated model:
• Identifies destination clusters through modeling guar- Mt.P ' _ i ter-mile walksheds around community attractions such t. Density ,� _- "�,,,p 2, as schools, parks, recreation, and transit Hlah E
_ — ,,'- , • Incorporates aggregated census, CalEnviroscreen, h
i I and Free-Reduced Meal Program layers to highlight .SW School
.r Pomona Collet* ' 1 disadvantaged population that are more dependent yp
Pacific Electric Troll .�_- ' -Pi..- upon active transportation r.1 aty Boundary p
TM ■ .n • Delineates mobility barriers including collision Iota / • °" tions, high vehicular routes, major intersections and -1- "
- freeways
3 �� • Build upon the identified Pedestrian Needs Priority - 1 r Area and Pedestrian Multimodal Priority Areas from J 7 m the General Plan
a. s t ,ry
F �� i!, A city-wide model will be developed for Upland,with ! - 'I.; _. - -n. customized inputs that fully reflect the City's unique so- ,
:TM- IW-•'a _ cio-economic and mobility landscape,to help identify fo- y1i U p - _ cus areas where people are more likely to bike and walk ` .a _` {I but may also be more dangerous. These focus areas can also be used to select the pedestrian and bicycle count Preliminary Crash Analysis locations. This tool will also be used to objectively rank projects and recommendations and will build upon the
efforts of the project team and public input.
ShopoiIOnter .nai IL
Trasnit Stops
t I1'i.'- - • ACTIVE TRANSPORTATION PROPENSITY y _ I ;
�I ® AREAS WHERE PEOPLE ARE MORE LIKELY TO 4-4;:"`=;:- " '--_1—' Middle/High 4. sxtwcagrnio WALK AND BIKE,BUT ALSO MORE DANGEROUS scnems ATTRACTORS Eouity s
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Pedestrian
l •'.^ T Population
qi Collisions , 'f'2016 POP Dens w,, .P., f
+ ,3I 'L .___ ..i � r r� D ,sitY
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I-i.`I 11�:- I..• BARRIERS ® HIGHER PROPENSITY �I- ® Well—Vine
MORE DISADVANTAGED POPULATION
MORE DESTINATIONS->MORE ACTIVITIES
410 Vehicular Speed MORE BARRIERS->MORE DANGEROUS Major c•ossings
Sample structure of Propensity Model
— Page 144 of 332
CITY OF UPLAND I MOBILITY MASTER PLAN I 8
3 I METHODOLOGY&WORK PLAN I Scope of Work
4.3 Collect Active Transportation Counts 5.2 Conduct Walk Audits Bicycle and pedestrian counts will be conducted at As part of the Needs Assessment,ten (10)walk audits twenty(20) key intersections at two-hr morning and af- shall be conducted to assess existing walking, biking ternoon peak times during the weekday. In collaboration and transit access conditions with members of the proj- with City staff,these locations will be determined based ect team,stakeholders and community members (includ- on the initial reviews of existing conditions, and data ing the members of the TAC). Audits will focus on the 1 from Replica bicycle and pedestrian usage data and col- disadvantaged neighborhoods surrounding Downtown lision data. This information will be used to complement Upland.Walk audit materials such as maps and complete ( the overall existing conditions analysis. street booklets will be provided to drive conversions and begin to discuss possible solutions.Audits may also oc-
4.4 Prepare an Existing Conditions Report cur during the analysis of existing conditions,workshops, Based on the findings,the KTUA will prepare an Existing TAC meetings and during the development of Plan Conditions Report.The report will summarize the vari- Recommendations. KTUA will include the best strategies ous data collected and include observations on oppor- for walk audit participation as part of the O&E Plan. The ' tunities, constraints, and challenges to be addressed in KTUA team will plan the walk audits with City staff input, the Plan. This report will become the Existing Conditions provide and distribute e-invitations, and promote atten- chapter of the final plan. dance through social media, e-newsletters and flyers at DELIVERABLES: key City locations.
1. Review of Relevant Plans and Studies F - -i
2. Obtain Exhibits/Maps of Bikeway Master Plans 4i
''' _ . , _ -
and Truck Routes of neighboring cities (Claremont, ;.,r 6 E I_ Montclair, Ontario and Rancho Cucamonga), SBCTA .4:
regional plans, and Transit Routes '
3. Active Transportation User Counts r t"
a. Data Tablesli
b. Data System t ' ' _ -
r� s
4. Existing Conditions r -
e '..
a. Data Collected- Digital Files t
b. Data Center Repository _ it
c. Maps Prepared for Events/Plan
1 5. Existing Conditions Report
Organized walk audits in Santa Ana,
1 TASK 5: NEEDS ASSESSMENT
5.1 Conduct a Needs Analysis - -
A robust needs analysis will be developed based on the . L, findings of the Existing Conditions Report. The analysis will include the following components: high-collision „lif - 1 locations, activity generators, Safe Routes to School, z - dir 1
gaps in the bicycle and pedestrian networks, access to :F.J i ' transit stations and stops and gaps in transit network, _ ev'z' traffic volumes, and active transportation user counts, a�a`�S propensity model results and any public input collected i-^ , lirsr at the time of the analysis.
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This analysis will also consider the current transit net- oA���.-C work serving Upland and identify corridors which are in need of mobility improvements and bus stops with high , ridership and their conditions.The analysis will look to Complete Street booklets recommend improvements, such as micro-transit service
and micromobility,to fill gaps identified, and discuss
resources needed to provide the recommended im-
provements.
CITY OF UPLAND I MOBILITY MASTER PLAN I 9
3 I METHODOLOGY&WORK PLAN I Scope of Work
5.3 Prepare Needs Assessment Report 6.3 Prepare Prioritization Criteria The Needs Assessment Report will outline the primary Prioritization criteria and methodology will be devel- considerations in developing a citywide active transpor- oped through consultation with the City and Technical tation network for the City, including user comfort, safety, Advisory Committee, as well as through public outreach. and connections to community facilities, employment, All projects including those that can be implemented and retail destinations, and disadvantaged communities. quickly or are low cost,will be sorted into a prioritized It will also discuss the north-south and east-west transit program for implementation. These prioritized proj- mobility recommendations. ects can form the basis of more sustained effort by the City and its stakeholders to coordinate resources and
DELIVERABLES: support for implementation over a longer period of time.
1. Needs Analysis, including Summaries of each The Implementation Plan will also include ongoing main- Walk Audit tenance needs, associated costs, and recommendations
2. Needs Assessment Report for incorporation into existing City practices.
TASK 6:ACTIVE TRANSPORTATION NETWORK AND PROGRAMS The prioritization process will also consider commu-
6.1 Develop a Recommended Citywide Transit,and Active nity needs; regional, county, barriers/needs, safety, Transportation Network and statewide policy and funding frameworks; and the Upon completion of Tasks 2-5, KTUA will develop a timeframe for implementation, including community and recommended citywide transit, bicycle, and pedestrian City staff input. Prioritization will be done using KTUA's network,that connect people within the City to regional proprietary GIS tools and criteria and may include:
facilities, including the following components: • Collision locations • Bicycle and pedestrian improvements • Capital Improvement Plans —This will entail developing a connected citywide • Public support(community engagement results) bicycle network and closing gaps in the sidewalk • Local and regional connectivity • Bicycle and Pedestrian Propensity Model
network • Pedestrian Needs Priority Area and Pedestrian Multi- • Spot safety improvements modal Priority Area (General Plan) —The results of the propensity model will assist • Proximity to activity centers(schools, parks,transit, with determining hot spots throughout the City for
improvements. Community input will also assist with retail, recreation, etc.) identifying and/supporting the selection of these hot ' Social equity factors (household income, private vehi cle access, and median income, among others)
spots. • Environmental justice indices (CalEnviroscreen, • Connections to transit Healthy Places Index, and Justice40, among others) —KTUA will prepare up to 10 first and last mile plan • Schools eligible in the Free-Reduced Meal Program ping projects for the top ten bus stops in Upland.
This first and last mile plans will include bicycle and After review and comment, the prioritization criteria pedestrian improvements within the'/4-mile tray- will be applied to the recommended active transpor- elshed of these bus stops. Integrating best practices tation network to result in a prioritized list of network from the Omnitrans Bus Stop Safety Improvement improvements.
Plan will be included to provide consistency be-
tween the City and Omnitrans. 6.4 Prepare an Implementation Plan Conceptual engineering plans will be prepared by Mark
6.2 Prepare Recommended Education and Encouragement Programs Thomas (engineering consultants) as part of the KTUA Creating a culture that embraces active transportation team. These conceptual engineering plans will position for families, businesses, and community facilities is the City for grant funding programs. Our team is highly critical to the success of shifting mobility choices. KTUA familiar with the ATP and the Federal Safe Streets and will prepare a list of recommended education and en- Roads for All (SS4A) grant funding program. Concep- couragement programs that is compatible with the O&E tual engineering plans will be prepared at a scale of 1" Plan and will address the Needs Assessment findings. =50' and shown on an aerial graphic using AutoCAD Additional recommendations may include additional base drawings.We assume the concepts will be devel- non-infrastructure programs that encompass the six E's oped for ten (10) projects measuring '/2-mile in length, (Equity, Enforcement, Engineering, and Evaluation)to totaling approximately five miles. These may entail the build on existing efforts to educate, encourage, engage, most challenging sections of a corridor or a spot safety and evaluate active transportation in Upland. improvement such as an intersection.
CITY OF UPLAND I MOBILITY MASTER PLAN 110
r
3 I METHODOLOGY&WORK PLAN I Scope of Work
t The concepts will be developed to identify key chal- tor nN0lenges and ensure accurate conceptual engineering
cost estimates can be prepared.The concept level r W . ' ,-.. ..J.. - • alternatives will illustrate motor vehicle lane widths, bike- maw — 7 lY way options, conflict zone management, pedestrian im- - — - — 0.•--- - al= - - provements,Americans with Disabilities Act(ADA) ramp
modifications, potential landscaping, potential changes -- _Y •-. . =.-Tf - --° ���iirll_ - ��- ,"-muMnl�.
to utilities,traffic signal modifications. Additionally,the AVE plans will identify if there are changes or impacts related rn 1 :j ' I , ; 1 rl ., r1 --
to railroad crossings and drainage facilities. 4;.; bt r;— A key item for consideration is the potential acquisition 30%conceptual design LiridsgyW,Hermosa Corridor of right-of-way to implement the prioritized concepts
identified in the ATP. We will evaluate the right-of-way b`kcway hether— planted or paved buffer
impacts and constructability of the study projects and
l parkway provides'—" —Center Iron lure P.a.!IMrkw the need for any temporary construction easements. tr.,,for--artainable provides better access space for sust. landscaping and to driveway entrances landscaping a, trian-scale lighting pedestrian-sa
The conceptual engineering plans will be prepared
consistent with the applicable City Standards; Caltrans -- (applicable Standard Plans,Specifications & Special Pro- -f • ' visions, and other reference materials); National Associ- .- / • �
ation of City Transportation Officials(NACTO) guidelines; � 4. 'i� �/ / �.• � California Manual of Uniform Traffic Control Devices; and l \ Standard Specifications for Public Works Construction f — (Green Book). - z//I \ \ N
I 3D rendering, Lindsay W.Hermosa Corridor Plan Based on the conceptual engineering plans developed,
I quantities will be generated, and unit pricing applied BestPractices-ATPandGreenStreetToolbox to prepare a conceptual level cost estimate using the Downtown Upland is a testament to the City's progres- ATP Cost Estimate format. Unit costs will be determined sive planning and design roots by allocating space in based on the following: the median for parking, but also placemaking oppor-
1. Review of local City examples tunities. KTUA takes pride in integrating placemaking
2. Review of project examples into our planning and design process and will include
3. Collaboration with the City an ATP and Green Street Toolbox for future design
4. Evaluation of Caltrans Contract cost data,the Cali- considerations. KTUA will develop a menu or Toolbox t fornia Highway Construction Cost Index information, of best practices for Complete Streets and other design and the Caltrans ESC site. elements that may be incorporated in future roadway The cost estimates will include major construction projects. The ATP Toolbox will be utilized as a reference I related items including traffic engineering modifications, during the planning and design phase to ensure pro posed improvements are context-sensitive and appro-
drainage and landscaping modifications, and roadway priately applied to the existing built environments. These I design elements. Recommendations on which engineer toolboxes are staples in KTUA's mobility plans and will ing improvements can be incorporated into future City include the latest trends in active transportation and maintenance and Capital Improvement Projects such as traffic calming features. These toolboxes have also been pavement rehabilitation and slurry seal projects will also instrumental in helping design corridors since they are be provided. part of the community engagement events to educate
3. D Renderings participants on the various treatments that are possible.
Three-dimensional cross sections and summary matri- KTUA will also incorporate Green Street design princi- ces will be created to communicate the proposed alter- pies when possible, into active transportation planning natives. One 3D rendering cross-section will be created projects. A Green Street is a street designed with green { for each of the ten proposed projects. These concep- infrastructure elements that help intercept rainwater and tual renderings help to effectively convey the proposed runoff,that clean water through soil and vegetation, and project features to stakeholders and the community. allow it to percolate and return to the earth naturally.
CITY OF UPLAND I MOBILITY MASTER PLAN 111
3 I METHODOLOGY&WORK PLAN I Scope of Work
KTUA will include a section on best practices for Green 4. Implementation Plan Street design that includes a toolbox of best practices a. Concept Level Design Plans (Assume up to ten strategies and design features. (10) project concepts,two (2) rounds of review) b. Cost Estimates (Assume one (1) per project con-
Designing streets that can deal with multiple conditions cept, draft and final) will allow the City to apply for a diverse set of fund- c. Enhancement to existing maintenance and projects ing opportunities. Stormwater, urban greening, active d. Updates to General Plan transportation, and other sustainability grant programs can all be leveraged and combined to construct these TASK 7:ACTIVE TRANSPORTATION PLAN multi-purpose streets for residents and visitors to enjoy.
7.1 Administrative Draft Plan
z ;y An Administrative Draft Plan will incorporate comments received from the City and the TAC. KTUA will prepare
Cr .
a log of comments received, and the City will provide
direction for edits to be made to the Administrative
• !�' _ _ Draft Plan in response to the comments. KTUA will then prepare the Final Plan in response to this set of consol- &illd- Buhding Pedeseun Park- On-street Bike travel Lane ravel Lane Medan idated comments. Separate chapters shall be provided EEge Interface Zone ray Parking Lane
Zone in this and all subsequent drafts that also address:
• Existing Plan and Review
•
IP `'� a � • Demographics of Walking and Biking I-•'J� FJ� • Pedestrian and Bicycle Crash Data
10 • Regional Pedestrian and Bicycle Network Update, as appropriate
• Health and Active Transportation Snapshot
Medium to Large CanopyTreP Small Tree Shrubs/Groundmver • Benefits of Active Transportation Report Greening Street Toolbox • An Americans with Disabilities Act(ADA)Transporta- tion Infrastructure chapter. (Highlight issues within the Funding Chapter road right of way for local and regional cooperation.) Finally,the Implementation Plan will detail local, region- • A Pedestrian Plan chapter identifying and prioritizing
al, state, and federal funding sources applicable to ATP pedestrian needs including multi use recreational trails. • A Bicycle Facilities chapter that updates and focuses implementation. KTUA maintains a funding database to on new route priorities given the competitive require- address the rapid changes taking place in active trans ments of the Active Transportation Program. portation programs and Highway Safety Improvement • A Safe Routes to School chapter.
Program(HSIP), as examples. This database is updat • An Implementation Plan with the Top 10 priority con- ed when new funding sources are created, and older ceptual designs programs expire. Not only does our updated funding • Based on comments received and expanding upon database provide the City with the latest information for the administrative draft plan,the draft plan shall planning and construction grants, it also identifies other be prepared and presented for final comment and funding sources for projects that incorporate urban feedback from the City staff, members of the TAC, City greening infrastructure and the Six-E programs. Council, and the community both online and at the DELIVERABLES: final outreach event.
1. Recommended Network Map(s) 7.2 Final Plan a. Citywide Bikeway Map with details for the focus The Final Plan will be presented at the City Council area meeting for adoption. City staff and the KTUA team will b. Pedestrian Walkway Maps for the focus area (Con- address any comments that arise. sistent with the City Sidewalk Master Plan)
c. Citywide Transit Network(including bus stops) DELIVERABLES:
Map 1. Administrative Draft Plan
2. Recommended Programs List 2. Draft Plan (Presentation to City Council for adoption)
3. Prioritization 3. Final Plan
a. Criteria List 4. Plan Adoption
b. Prioritization Table(s) a. Presentation to City Council
CITY OF UPLAND I MOBILITY MASTER PLAN 112
3 I METHODOLOGY&WORK PLAN I Schedule
MONTHS
1 2 © 4 © 6 111 8 9 10m®® 14 Emma 18
Task 1: Community Engagement and Data Gathering
1.1 Kick-off Meeting and Project Management
1.2 Monthly Progress Reports and Invoicing E
Task 2:Coordination and TAC Meetings
2.1 Monthly Team Coordination Meetings
2.2 Five(5)Technical Advisory Committee(TAC)Meeting
Task 3:Community Outreach
3.1 Prepare Outreach and Engagement Plan(O&E Plan)
3.2 Public Works Committee Meetings(up to 3 meetings)
3.3 Five(5)Outreach Events 111110
3.4 City Council Presentations(up to 2 presentations)
Task 4: Inventory and Analysis
4.1 Collect and Review Available Information ■.
4.2 Collect Existing Conditions Data ..
4.3 Collect Active Transportation Counts(up to 20)
4.4 Prepare an Existing Conditions Report
Task 5: Needs Assessment
5.1 Conduct a Needs Analysis
5.2 Conduct Ten (10)Walk Audits
5.3 Prepare Needs Assessment Report
Task 6:Active Transportation Network and Programs
61 Develop a Recommended Citywide Transit,and
Active Transportation Network
6 2 Prepare Recommended Education and I
•
Encouragement Programs
6.3 Prepare Prioritization Criteria
6.4 Prepare an Implementation Plan MEN
Task 7:Active Transportation Plan
7.1 Administrative Draft Plan MEIN
7.2 Final Plan EIEE
CITY OF UPLAND I MOBILITY MASTER PLAN 113
4 I QUALIFICATIONS&EXPERIENCE I KTUA Profile
KTUA brings together land use planners,transportation planners, sustainability experts, landscape architects, GIS analysts, outreach facilitators, and graph- ltu is designers to focus on creating livable communities with mobility choices.
KTUA has expanded the boundaries of a traditional planning and landscape architecture office by incorporating active transportation, land use and trans- LEGAL NAME portation planning, and resource planning practices into our portfolio. This di- • KTU&A versity provides KTUA the ability to shape the big picture while addressing the fine-grain details that contribute to sustainable natural and built environments. YEAR FOUNDED ' 1970
Relevant San Bernardino County Experience:
• City of Grand Terrace Active Transportation Plan* ORGANIZATIONAL STRUCTURE • City of Grand Terrace Michigan Street Complete Street Plan ' California Corporation • City of Grand Terrace Barton Road Thematic Streetscape Plan OFFICE LOCATIONS • City of Ontario Holt Boulevard Complete Street Plan • San Diego(Main Office) • City of Ontario Parks Master Plan 3916 Normal Street, • Omnitrans Bus Safety Improvement Study San Diego,CA 92103 • San Bernardino County Transportation Authority(SBCTA) Safe Routes Phone:619 st( 4477 To School Phase II ' Central Coast(Satellite Office) • City of Rialto Active Transportation Plan • CORPORATE OFFICERS • City of Montclair Parks Master Plan • Chris Langdon,President • City of Colton Active Transportation Plan- ' Mark Carpenter,Treasurer • City of Barstow Active Transportation Plan ' Joe Punsalan,Secretary • City of Chino Bicycle and Pedestrian Master Plan • Brooke Whalen,• Vice silent nt
' Jerod Huwa,Viceeres President
• Chino Airport Beautification
• City of Hesperia Parks Master Plan NUMBER OF EMPLOYEES-32 • City of Victorville Parks Master Plan • 9 Landscape Architects • SBCTA Story Maps Dynamic Data Stories* ' 8 Planners ' 6 Landscape Designers
ADDITIONAL RELEVANT EXPERIENCE: • 2 Irrigation Designers • City of Santa Ana Downtown & Central Complete Streets Plan* ▪ 2 GIS Analysts • City of Santa Ana Active Transportation Plan ' 1 Transportation Engineer • 2 Marketing
• City of Santa Ana Safe Mobility Santa Ana Update** • 2 Accounting • City of Desert Hot Springs Bicycle and Pedestrian Master Plan* • County of Imperial Active Transportation Plan* CERTIFICATIONS • Cities of Bellflower and Paramount Active Transportation Plan* • Small Business Enterprise, • City of Banning Comprehensive Active Transportation Plan and California Dept.of General Services, City of Lynwood Safe Routes to School Plan CA SBE 30007 exp.07/31/24 • City of Pico Rivera Urban Greening Plan* PLANNING SERVICES • OCTA Active Transportation Plan ' Land Use I Transportation Planning • OCTA District 5 Bikeways Collaborative Strategy • Active Transportation Planning • OCTA 4th District Bikeways Strategic Plan and Corridor Studies • Resource Planning • City of Placentia Open Spaces and Urban Greening Plan ' Federal Planning • City of Los Alamitos Active Transportation Plan LANDSCAPE ARCHITECTURE SERVICES • City of Menifee Active Transportation Plan • Civic and Public Works • City of Arroyo Grande Active Transportation Plan ' Parks and Recreation • City of Salinas Active Transportation Plan ' Healthcare • City of Buena Park Active Transportation Plan • Education • City of Montebello Rio Hondo River Access Improvements Project ' Housing H• Cityof San Jacinto Trails Master Plan ' ospitality Office' and Commercial
• City of Artesia Active Transportation Plan
• City of Dunsmuir Active Transportation Plan SUPPORT SERVICES • City of El Centro Combined ATP/Safe Routes to School Master Plan ' Public Outreach • City of Thousand Oaks Active Transportation Plan • GIS • City of Eastvale Bicycle Master Plan ' 3D Modeling and Simulations • Sustainable Design
• City of Jurupa Valley Circulation Master Plan for Bicyclists and Pedestrians • Water Management *Project experience with Katherine Padilla&Associates **Project experience with Mark Thomas ▪ Grant Writing
CITY OF UPLAND I MOBILITY MASTER PLAN I 14
4 I QUALIFICATIONS&EXPERIENCE I KTUA Project Experience , it --3 - . -k . _ _ _.._
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1 City of Rialto Active Transportation Plan B I K E S H A R E KTUA developed an Active Transportation Plan to provide a clear and corn- FEASIBILITY STUDY prehensive framework for safe, more convenient transit and non-motorized Creating a Live Work Play Community transportation options throughout the City. The plan identified and created a i methodology to improve bicycle and pedestrian connectivity and safety by:
expanding existing bicycle networks, improving pedestrian circulation, re- ducing vehicle trips, creating complete streets, prioritizing access to transit, creating a first and last mile transit routes plan, and prioritizing improvements CLIENT • City of Rialto
to help build a healthy and livable community. The plan improves connectivi- • Katie Nickel,Public Works ty of the city's bicycle network to the region's network. Program Coordinator • 909-820-2507
The project was guided by a Technical Advisory Committee which suggest- • knickel©rialtoca.gov ed pop-up outreach at City events was the best solution to garner communi- ty input. KTUA kept the project on an expedited schedule by moving forward STATUS •
with other critical tasks that didn't require community input. Once these with 2020
tasks were completed and in place, community input was incorporated, and SERVICES the project was delivered on time. • Active Transportation Planning • Community Engagement
It � I a,adanoV•scecammary andar anbi icfcta PROJECT FEE i +i fq T Help Us MakeWaikFngandBiking ncayE sea facil en Rialto! ACTIV " Better in Rialto! . $199,000
Cams we=Rug i y,O1Tents to ouAP - -
Ca 'S'y1•ta'`WALKS KTUA KEY PERSONNEL „�andwa&Ferinaderboealehealaa'e. FENEFIT=OF 1madd caT.na.dfie[.NmnerausanvaraamenhJ.heatat, Bike Share&Active • Joe Punsalan -...non*beneti°^a uiebl. Transportation
bicycling and waking especially as substitutes • Jacob Leon Inland Empire 2019
for travel by motor vesicle.Allowing residents iT eeavicea EmFs:Ions fo end and bike enables them to be more p - Td ; Walk Like MADD physically alive et their daily routines and -.P - Ihaving cleaners= S pP1 is th h I sy t en 1l The M,ofPateeveenecneanecaaTmrsoonatan 11�� ' Ay,.� �,� �� Pan(ATP)w lmgm.*ewes.mow.anal sYnty kw
mctenvsd n7sat*r fowl,iml T varmg.
0..ana.a.......,..,nl [...r.><„o,una.,P,eon bicicleta sea mas seguro y agradable.Paso por nuestro tat 1tlknowehatcon akewaheraeAtlderoseeien0 ts stand pars tener la oportunidad de particlpar en una cis m,:,1°5tap°'ovaaoN lard c''''''•a"' al, Economic noreFl rife de u n casco pare bicicleta.
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CITY OF UPLAND I MOBILITY MASTER PLAN 115
4 I QUALIFICATIONS&EXPERIENCE I KTUA Project Experience Omarfrans AIM
. .___________..- BUS STOP SAFETY
OfnnlTran5 e Improvement Wan
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�+ BUS STOP SAFETY
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improvement Plan
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I -'' CIS -� FACT S H E ET
Safety is our priority. We want to hear from you! The Bus Stop Safety Improvement �� Plan intends to enhance both personal
`.3 .1 r y' safety at bus stops and traffic safety La seguridod es nuestra prioridad.iQueremos saber de ti! .. p ..,^ across omnitrans'service area.
Why Do We Need Your - _ Project Timeline
Tell Us What You Think
Feedback? Data Anal*
and You Could Win a 31- Project Overview P�t�ury3V20 t Q Omnitrans is Inviting you to tell us day Omnitrans Pass! Omnitrans is preparing a Bus Stop Safely xnprove what would make you feel safer at Take this short survey today and be menu Plan to achieve two objectives:
and around the bus stop and use the entered into a drawing to win an Om- 1.Review existing bus conditions to evaluate what bus more often.Omnitrans will use nitrans Pass!The survey will be avails- changes would imp ove sorely at bus slops(for your feedback In a Bus Stop Safe- ble through October 26,2020 at: both personal safety and traffic safety)- ty Improvement Plan of new safety httpY/b!tly/Omnttrans-Oct20205urvey z.Develop recommendations for safety changes. ; o projects at and around bus stops. such as lighting and pedestrian crossing Improve s 3 men..
//////////////////////////////////////////////// i D i n os to que piensas y Existing Conditions 0,V•' podrias ganar un poseI Project Goals >.:b..
zPor qua necesitamos The Bre Snp Safety Improvement Piel walreach the de Omnitrans de 31 dias! following geo I ls: Proposed Policies tus comentarios? Boa Safety Projects 0 c3 " - iToma esta breve encuesta y partici- Improvemem cl Omnitrans passengers' Lt.,mzs Omnitrans te invite a decirnos gild pa en un sorteo pars ganar un pane l� nogg of safety while occessng Berl corn- itf te haria sentir mas seguro en y alre- de Omnitrans! La encuesta estara tenably waiting for the bus. dedor de las parades de autobus disponible hasta el 26 de octubre de I P Y kscrease in both the level of comiart ono
asi utilizer el autobtus con roes fre- 2020 en: o accessioiay for all trust,sera.especially Dra�RrPlae 0 i cuencia.Omnitrans utilizare tus co- httt0lbity/omntbans- Or 1D for the band andvheetchalr users Od30205urvey -S
mentarios en un plan para mejorar •.�l ,02 I werndacatierr ci strategies that can be ko- la Final Plan 7h
seguridad en y alrededor de las - • •- ,r SG plemeuted npa finer rp rOth iotaljurisdc- smrembe t V aradas de autobtis. a.--- boas,San Seinerdinn Couny Transport. p son Authority iSBCTP4.and other partners. Ir For nixie nfermaticn,pease visit wnvw.emnitrans.orglsafeyplan
For more Information.please visit wW WAmretrana.erefsNMyplan et/OmmTrans or can the Omnitrans 5trateg'.c Dcveloprnera stale at i93913794356 r,.�.r'rr trvxrt.ewem Your safety is our priority!We want to hear from you!
Omnitrans Bus Safety Improvement Study CLIENT KTUA reviewed existing bus conditions and developed bus stop recommen- • SCAG dations to improve rider safety and traffic safety near existing bus stops in • Courtney Aguirre,Program San Bernardino. Manager,Public Health and Safety ' 213-236-1990
An online community engagement process was conducted which involved • [email protected] video production and Spanish translation. KTUA also provided project branding, land use analysis, policy research, and community engagement STATUS input summary. ▪ Completed 2021
Tips to Design Accessible and Safe Bus Stops SERVICES
Six
J p ' Community Engagement
(' 'T ' tr) Transportation Planning
OJECT FEE
' $190,481
I 4 a �
1 . = a} KTUA KEY PERSONNEL
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_ ' Joe Punsalan
Stations are Gateways Facilitate Movement, In-Lane Stops Save Time ' Tom Bertulis Ease Interactions
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Universal Design is Design for Safety Integrate Vehicle and Equitable Design Platform Design
CITY OF UPLAND I MOBILITY MASTER PLAN 116
f
4 I QUALIFICATIONS&EXPERIENCE I KTUA Project Experience �' __ ,� • for five priority projects were developed, including con- .,iiiiL cepts, 3D illustrations and costs estimates. tt`- -���74�iif� ,f • ' KTUA continued the planning effort for Central Santa ' .. ��_� _ Ana Complete Streets and created StoryMaps to keep �; residents informed and to address technical topics. The '. __, city identified five existing corridors for the study with rt = a ''f•"'. the goal of adding connections between them and add- ing new corridors for a complete network.
_ Grassroots organizations were an integral component ' of the community engagement program from Central Santa Ana. Activities included tactical urbanism with
( - - . a demonstration cycle track and parklet, walking and City of Santa Ana Downtown and Central biking tours, and a bus-walk tour combination, allowing participants to experience the City streets and transit Complete Streets Plans firsthand and to provide insight on improvements that The Downtown Complete Streets study area focused improve safety and enhance their quality of life. on the connections between the Regional Transportation
Center(SARTC)and Downtown.The area included a wide The eleven recommended corridors were selected range of land uses and transportation modes.The plan based on public input, as well as in-depth analysis of land provides recommendations for physical changes to use and activity centers; existing and proposed bike and streets, sidewalks and intersections that supports safe, pedestrian facilities;street classifications; average daily active transportation along and across the study area. trips;transit routes;and bike and pedestrian collisions.
A multi-lingual public outreach component included Key Staff:Joe Punsalan,Jacob Leon. surveys, community advisory meetings, and a neigh-
borhood workshop a consecutive three-day work The recommended projects from the two Complete Streets plans shop with walking and biking tours to gather input and served as the basis for grant funding applications.As a result,the intimately experience the Downtown area. Through the city has obtained more than$20M in grants to prepare engineer- ' community engagement process, preliminary designs ing and implementation plans.
San Bernardino County Transportation Authority --i =++' S: ) (SBCTA) Safe Routes To School Phase II _- - r ` ..
The SANBAG Safe Routes to School Phase II Plan is a - re ional planningeffort to collect and analyze infrastruc- . g Y __ �. _
ture and program data for 55 schools within the County • ~� of San Bernardino in accordance with National CenterN. !+,; :; for Safe Routes to School. This planning effort provides guidance to establishing Safe Routes to School plans, ivai,><�� = programs and priority projects. KTUA was part of a team f w r that worked together to achieve the following: � � - • Conducted walk audits at 55 schools a within the — - - - County of San Bernardino, not originally included in • Summarized and analyze data collected at walk audits.
Phase I. KTUA conducted walk audits at 13 schools . Created summaries for each of the schools. (ten elementary schools,two middle schools and one • Developed recommendations for each of the schools. high school within the Ontario-Montclair, San Bernardi- no, and the Morongo School Districts) and hosted an This Plan had several unique features associated with it. event at CSU San Bernardino. There was a clear distinction between the high desert • Created a survey for students and staff regarding their cities and schools in contrast to the schools in the urban- commute experience to and from the university. ized region of San Bernardino County.The varying des- • Analyzed data collected during Phase I, as well as ert landscape,sparse land use development and street data from new participating cities. network contrasted greatly to the suburban, gridded • Evaluated existing infrastructure conditions for the land use development and street network of the schools schools prior to the walk audits. in the western region of the County. • Created walk audit maps and outreach materials:
table maps, walk audit maps,flyers and signage. Key Staff:Joe Punsalan,Jacob Leon. Completed 2017
CITY OF UPLAND I MOBILITY MASTER PLAN 117
P
4 I QUALIFICATIONS& EXPERIENCE I Subconsultant Profiles&Experience COMMUNITY ENGAGEMENT CIVIL ENGINEER—CONCEPT DESIGN Katherine Padilla &Associates Mark Thomas
Katherine Padilla &Associates(KPA), Inc. is a full-ser- Mark Thomas provides civil and structures engineering, vice communication firm founded in 1994. Our services surveying, landscape architecture, planning & urban include strategic community outreach and public infor- design, construction management, and grant writing mation campaigns, community meetings and workshops services to clients throughout California. Since the corn- online and in-person, community-based research includ- pany's founding in 1927,we have focused on providing ing focus groups and interviews, branding and graphic excellent client service and delivering projects with a design,social media management, photography and tailored approach to meet our clients' goals. Our repu- videography,translation services, and much more. Our tation is realized through more than 380 team members diverse team includes members fluent in Spanish. KPA is in offices that are strategically located to support the also certified WBE, DBE, MBE and SBE. communities in which we live. Originating in San Jose (corporate headquarters),we have grown to establish
KPA has provided community outreach services for vari- additional offices in Inland Empire, Irvine, Lakewood, ous cities throughout California. Our senior staff combine Cupertino, Fresno, Oakland, Roseville, Sacramento, and multidisciplinary technical and marketing skills with soft Walnut Creek. interpersonal skills,intangible necessities gleaned only from extensive experience and training. Our talents,train- One of our key focus areas is the planning and design of ing, and experience uniquely position us to communicate active transportation, complete streets, and bicycle and meaningfully with our clients,technical team members and pedestrian improvements based on National Association the community. of City Transportation Officials(NACTO), HDM, Caltrans PROJECT EXPERIENCE Design Information Bulletin (DIB) 89 Class IV Bikeway • OmniTrans Bus Safety Improvement Plan* Guidance, and other Complete Street guidelines. • City of Rialto Active Transportation Plan* We are actively planning and implementing bicycle • City of Grand Terrace Active Transportation and Safe and pedestrian enhancements throughout the State.
Routes to School Plan* This work has involved analyzing current deficiencies, • Imperial County Regional Long-Range Transportation reviewing traffic and safety data, coordinated program- Plan, Imperial County Transportation Commission ming, meeting with communities and stakeholders, • City of Santa Ana Complete Streets Plan* facilitated public engagement, and developing feasible • Imperial County Active Transportation Plan* and fundable solutions. We have in-depth knowledge • SBCTA Dynamic Data* of innovative planning concepts, comprehensive public • Ventura County Transportation Commission Active engagement strategies, and cutting edge technical ana- Transportation Plan* lytical strategies that position clients for grant funding. • Riverside Transit Agency First-Last Mile Plan*
• Cities of Bellflower and Paramount Active Through our work with multiple cities, counties, and Cal- Transportation Plan* trans, we have accumulated an expansive knowledge • City of Goleta Bicycle and Pedestrian Master Plan* base specifically geared toward improving access, con- • City of Barstow Active Transportation Plan nectivity, and safety for active modes of transportation. • City of Desert Hot Springs Bicycle/Pedestrian
Master Plan* PROJECT EXPERIENCE
• SCAG for City of Pico Rivera Urban Greening Plan* • City of Santa Ana Safe Mobility Santa Ana Update* • Soboba Active Transportation Plan* • City of Ontario ATP Cycle 5 Vine Avenue and • City of Inglewood Active Transportation Plan and Safe B Street Bike Boulevar Project Routes to School Plan • City of Rancho Cucamonga HealthyRC Active • City of Glendale Bicycle Transportation Plan Transportation Plan • City of Santa Ana Safe Routes to School Plan • Orange County OC Loops Segment D and 0, P and Q • City of Colton Active Transportation Plan • Orange County Transportation Authority(OCTA) OC *Projects in collaboration with KTUA Active Countywide Active Transportation Plan* *Project in collaboration with KTUA
■.
ICAA MARK
KATHERINE PADILLA T H O M A S
&ASSOCIATES, INC.
CITY OF UPLAND I MOBILITY MASTER PLAN 118
5 I PERSONNEL I Team Organizational Chart
City of Upland
Stakeholders
KTUA KTUA KTUA
Joe Punsalan Jacob Leon Alex Samarin
Principal Transportation Planner Project Manager Assistant Project Manager Senior Associate Planrer/Outreach Facilitator GIS Technical Manager KTUA KTUA KTUA KTUA
Morgen Ruby Marina Varano Tom Bertulis Isabel Perez Senior Planner Senior Planner Sr.Active Transportation Engineer Planner/Designer I t
SUBCONSULTANT SUBCONSULTANT
Katherine Padilla&Associates Mark Thomas
Katherine Padilla Otanez Aaron Silva,PE
Principal Facilitator Civil Engineer
Jessica Padilla Bowen Jackie Young,PE
Senior Associate Civil Engineer Support
Xavier Sibaja Marina Ramirez,LCI
Project Manager J ` Transportation Planner
STAFFING COMMITMENT: Key KTUA personnel are available for the duration of the project. Key staff will not be removed or replaced without the prior consent of the City of Upland.
Current Workload and Availability:The KTUA team's staff and current workload is at a point where we have ample capacity to make this a priority project. Many of our projects are winding down and staff is eager to get started on this important project. KTUA maintains weekly internal management meetings to keep projects on schedule and on budget. Our staff and team members are committed to providing the service, innovation, and award-winning prod- ucts this project expects.See individual resumes for staff availability.
Estimated Completion Principal Project Manager
Bellflower Parks Master Plan City of Bellflower 10/2024 Joe Punsalan Jacob Leon El Centro Complete Streets Plan City of El Centro 11/2024 Joe Punsalan Jacob Leon Arroyo Grande ATP City of Arroyo Grande 08/2024 Joe Punsalan Jacob Leon Salinas ATP City of Salinas 04/2024 Joe Punsalan Jacob Leon Moorpark Parks Master Plan City of Moorpark 07/2024 Mark Carpenter Alex Samarin Menifee Complete Streets Plan Update City of Menifee 08/2024 Joe Punsalan Tom Bertulis Santa Ana Safe Mobility Phase II City of Santa Ana 04/2024 Joe Punsalan Morgen Ruby
CITY OF UPLAND I MOBILITY MASTER PLAN 119
6—8 I REFERENCES&REQUIRED STATEMENTS
PROJECT Ontario Parks Master Plan
AGENCY City f Ontario
CONTACT NAME Nicholas Gonzalez
EMAIL [email protected]
PHONE 909-395-2065
DATES OF SERVICE Completed 2021
KTUAKEYSTAFF Jacob Leon,Alex Samarin
PROJECT Montclair Parks Master Plan
AGENCY City of Montclair
CONTACT NAME Monica Heredia, PE
EMAIL [email protected]
PHONE 909-625-9441
DATES OF SERVICE Completed 8/2023
KTUAKEYSTAFF Joe Punsalan, Jacob Leon, Nicole Rogge PROJECT Santa Ana Downtown&Central Complete Streets Plans&ATP AGENCY City of Santa Ana
CONTACT NAME Zed Kekula,Senior Civil Engineer
EMAIL [email protected]
PHONE 714-647-5606
DATES OF SERVICE 2015-2019 (multiple projects)
KTUA KEY STAFF Joe Punsalan, Jacob Leon,Tom Bertulis 7 I Contract Exceptions Statement
KTU&A has no exceptions, additions, and/or deletions to the City's request for proposal dated November 16, 2023, and/or Professional Services Agreement.
8 I Required Statements
KTU&A agrees to comply with all federal laws and regulations and confirms they shall be adhered to notwithstand- ing any state or local laws and regulations. In case of conflict between federal, state, or local laws or regulations,the strictest shall be adhered to; KTU&A will provide all the documents, research, GIS data, sources files and invoicing related to the project to State and City officials at the completion of the projects and intermittent submittals; KTU&A confirms that relevant records shall be retained for at least three years; KTU&A will not discriminate against any employee or applicant for employment because of race, color, religion,sex, or national origin; KTU&A will comply with the California Labor Code. Pursuant to said regulations entitled: Federal Labor Standards provisions; Federal Prevailing Wage Decision, and State of California Prevailing Wage Rates, respectively; and KTU&A will comply with the Copeland Anti-kickback Act(18 USC 874 C) and the implementation regulation (29 CFR 3) issued pursuant thereto, and any amendments thereof.
CITY OF UPLAND I MOBILITY MASTER PLAN I 20
9 I APPENDIX I KTUA Key Personnel Resumes
Joe Punsalan I Principal Transportation Planner
Joe Punsalan is a principal and oversees KTUA's parks and active transpor- 1114 tation planning practice for clients throughout California. He's been actively t engaged in citywide park master plan projects and large-scale active trans- portation planning projects such as complete street plans and corridor stud- ies, active transportation plans,vision zero, and first/last mile connectivity. He • is responsible for scope development, data analysis, public engagement and facilitation of workshops,focus group and stakeholder meetings, report 4writ- 4 ing, grant writing and reporting, and staff and consultant team management.
He has a background in GIS for mapping, research and analysis, and uses a i I simplified approach to displaying complex methodologies. •
Commitment:20%Availability CITY OF RIALTO ACTIVE TRANSPORTATION PLAN I Principal planner/project manager for an ATP to provide a clear and corn- EDUCATION prehensive framework for safe, more convenient transit and non-motorized • B.A.,Geography,California State transportation options throughout the City. Responsible for task assignments, University,Sacramento budgeting, scheduling, outreach coordination, pop-up workshops,technical REGISTRATIONS advisory meetings and city council presentations. The Plan identified and cre- ITE Professional Transportation Planner ated a methodology to improve bicycle and pedestrian connectivity and safety • LEED Green Associate by: expanding and connecting existing bicycle networks, improving pedestrian ' 2006 GISP,GIS Certification circulation, reducing vehicle trips,creating complete streets, prioritizing ac- , Institute#53646 cess to transit and creating a first and last mile transit routes plan. The plan will ' League of American Bicyclists League improve connectivity of the city's bicycle network to the region's network.
Certified Instructor#2005
OMNITRANS BUS STOP SAFETY IMPROVEMENT STUDY
AFFILIATIONS Principal planner responsible for Bus Stop Safety best practices that were rec- • Association of Pedestrian and Bicycle ommended for implementation by Omnitrans and local agencies. Oversaw the Professionals,Student Outreach Chair,
San Diego Chapter development bus stop recommendations, goals, objectives and policy exam- • Rails to Trails Enhanced Bicycle pies to improve safety at existing bus stops in the Omnitrans service area.
Facilities Document Peer Review
' Mira Mesa Planning Group:Transporta- SAN BERNARDINO COUNTY TRANSPORTATION AUTHORITY(SBCTA)SAFE ROUTES TO SCHOOL PHASE II tion Subcommittee Chair Project manager, responsibilities include coordination with schools to conduct walk audits and outreach, data collection and developing recommendations AWARDS for over 15 schools. The 15 schools assigned were part of a 50 school Safe 2022 APA San Diego Award of Merit, Routes to School project. As part of the outreach, contacting school district Transportation Planning,Imperial coon supervisors to approve the team's and schools' participation in these events. ty Transportation Commission Regional
Active Transportation Plan Research and coordinate with city staff where each school resides on feasi- • 2020 Circulate San Diego Healthy ble and readily implementable improvements. The final plan developed Safe Community Award;APA San Diego Routes to School recommendations throughout San Bernardino County.
Transportation Planning Award of Merit;
City of National City INTRA-Connect Plan CITY OF SANTA ANA COMPLETE STREETS PLANS(DOWNTOWN&CENTRAL) ' 2020 ASLA San Diego Award of Merit; Project manager. As a result of the award-winning success of the Downtown 2019 APA California,Comprehensive Complete Streets Plan,this project provided similar planning, design, and out- Plan Small Jurisdiction;2019 APA Inland
Empire Comprehensive Plan Small reach efforts for Central Santa Ana.The project included a five-day work-shop Jurisdiction,Award of Excellence,San incorporating a demonstration project,walking, and biking tours and work- Jacinto Trails Master Plan shop activities. As project manager, Joe was responsible for the coordination • 2019 APA Inland Empire Comprehen- of the various workshops, activities, presentations, and staffing. Additional sive Plan-Large Jurisdiction,Riverside tasks included community advisory presentations, facilitation and subconsul- Transit Agency First&Last Mile Mobility tant coordination. Managed corridor prioritization, data collection and prelimi- Plan,Award of Excellence nary engineering design review for ten corridors selected by the community. • 2019 SCAG Sustainability Award for
Active,Healthy and Safe Communi-
ADDITIONAL EXPERIENCE
ties;and 2019 APA OC Transportation
Planning Merit Award:City of Santa Ana • City of Grand Terrace Active Transportation Plan -Central Complete Streets Plan • Imperial County Active Transportation Plan • City of Santa Ana Active Transportation Plan
CITY OF UPLAND I MOBILITY MASTER PLAN I 21
9 I APPENDIX I KTUA Key Personnel Resumes
Jacob Leon I Project Manager I Sr.Associate Planner/Outreach Facilitator Jacob Leon is a senior associate planner and outreach facilitator at KTUA. •
His project responsibilities entail project management, network and facility design, public outreach coordination and facilitation,technical drafting, and 3D modeling. He is an integral member of KTUA's planning and design team, raising public awareness of the benefits of thoughtful urban and landscape design, safe pedestrian and bicycle accessibility, and green infrastructure. His strong background in 3D modeling and graphic design allows him to produce y` - effective digital and printed media to help communicate design concepts. His #'{ a 7 • experience in mobility planning projects include active transportation plans and complete streets plans.
Commitment:30%Availability SAN BERNARDINO COUNTY TRANSPORTATION AUTHORITY(SBCTA)SAFE ROUTES TO SCHOOL PHASE II Assistant project manager. Coordinated, scheduled, and prepared materials EDUCATION for fourteen safe routes to school walk audits throughout San Bernardino ' Bachelor of Landscape Architecture, County and one pop-up workshop at Cal State San Bernardino. Spanish trans- Cal Poly,San Luis Obispo lation and interpretation were provided for all materials and events. Assisted REGISTRATIONS in developing infrastructure recommendations for the fourteen schools. ' 2014,LEED Green Associate CITY OF RIALTO ACTIVE TRANSPORTATION PLAN Associate planner that assisted the team with all community outreach coor- AFFIALIATLIATIOIO nNS Society of Landscape dination, workshop support and Spanish translation. Helped develop recom- •
Architects mendations based on fieldwork, analyses, and community feedback the team ' Association of Pedestrian and Bicycle received. Assisted with developing the final report layout.
Professionals
CITY OF MONTCLAIR PARKS MASTER PLAN
SPECIAL SKILLS Project manager responsible for subconsultant management, client inter- ' Spanish Fluency action, community and stakeholder engagement, maintaining a successful project schedule, monitoring data collection and analysis for city-owned parks, AWARDS developing project recommendations, and delivering a user-friendly and ' 2022 APA Inland Empire Award of 2022 implementable master plan.Jacob's experience with related parks, recreation, APA San Diego Award of Merit,Trans- trails, and active transportation projects in the Inland Empire provided valuable portation Planning,Imperial County background information to successfully manage this master plan.
Transportation Commission Regional
Active Transportation Plan IMPERIAL COUNTY ACTIVE TRANSPORTATION PLAN ' 2022 APA Inland Empire Award of
Merit,Transportation Planning,Ontario Project manager. Responsible for day-to-day project communication needs Recreation and Parks Master Plan between client and consultant team. Responsible for researching existing • 2022 APA Los Angeles Award of Merit, conditions, participating in community engagement events, and developing Comprehensive Plan-Small Jurisdiction, project recommendations for the final report. Moderated all internal and public City of Montebello Parks Master Plan meetings, monitored feedback collected through various engagement tools, ' 2020 APA Inland Empire,Comprehen- and established project milestones to keep the project on schedule. sive Plan-Large Jurisdiction,Prado
Regional Park Master Plan CITY OF SANTA ANA DOWNTOWN ZONE COMPLETE STREETS PLAN 2020 Circulate San Diego Healthy Project planner responsible for branding the project by creating unique logos Community Award;APA San Diego
Transportation Planning Award of Merit; and support graphics for flyers, postcards, and digital media.Assisted the team City of National City INTRA-Connect Plan with all community outreach coordination,workshop support and Spanish trans- ' 2020 ASLA San Diego Award of Merit; lation.Assisted in developing pilot projects with a "Complete Streets" approach 2019 APA California,Comprehensive emphasizing safe access for pedestrians, bicyclists, motorists,and transit riders.
Plan Small Jurisdiction;2019 APA Inland
Empire Comprehensive Plan Small CITY OF SANTA ANA ACTIVE TRANSPORTATION PLAN Jurisdiction,Award of Excellence,San Assistant Project manager that supported all major tasks. Special focus on Jacinto Trails Master Plan comprehensive community engagement strategies, events, and materials. ▪ 2019 APA Central Coast;2018 AP- Assisted the team with existing conditions analysis, project development, cost WA-California Central Coast Project
of the Year,Special Studies Under estimation, and document production. Helped identify project recommenda- $2M Category;Goleta BMP Award of tions and assisted with the design and review of key priority projects.
Excellence ADDITIONAL EXPERIENCE
• City of Grand Terrace Barton Road Thematic Streetscape Plan
CITY OF UPLAND I MOBILITY MASTER PLAN 122
9 I APPENDIX I KTUA Key Personnel Resumes
' or I ► Alex Samarin I Assistant Project Manager I GIS Technical Manager As an associate, Alex Samarin provides technical oversight for GIS work- ,! flows, and guides GIS analysis for assessing the impact of planning O
projects. He has a broad range of experience applying GIS in utilities management,transportation planning, and environmental analysis. Alex • is passionate about projects that provide mutually beneficial solutions to ,. \ the human-environment relationship. His previous work spanned regional y , transportation modeling, regional habitat connectivity, and utility network mapping.
Commitment:30%Availability CITY OF DUNSMUIR ACTIVE TRANSPORTATION PLAN EDUCATION As project manager, leading the development of recommendations to improve M.A.Geography,(Natural Resource walking and bicycling infrastructure in the City of Dunsmuir, a mountain town •
Management and Environmental Policy), in northern California. Dunsmuir's 1,500 residents live in a narrow river canyon San Diego State University,2015 with aging sidewalks, and almost no bike infrastructure. Careful consideration ' B.A.Geography,(Geographic Informa- was taken with recommendations to provide low-cost, quick-build improve- tion Systems),Minor,Environmental Law ments, as well as more intensive infrastructure to increase capacity for evacu- and Planning,UC Santa Barbara,2008 ation (in case of fire)and also to be serviceable by the city's current standard REGISTRATIONS snowplows in winter.
' 2021 GISP,GIS Certification Institute
160988 SBCAG SANTA YNEZ TRAIL ALIGNMENT STUDY AND GRANT APPLICATION Project manager/grant writer for the Santa Ynez River Trail Alignment Grant AFFILIATIONS Application, responsible for coordinating public outreach and GIS analysis for • Association of Environmental 2020 Santa Ynez River Trail Alignment Study and translating study results to Professionals(AEP) Caltrans ATP Cycle 5 grant proposal. For the study, developed a trail suitabil- • Association of Pedestrian and Bicycle
Professionals ity model that incorporates environmental and biological constraints in con- junction with origin, destination, and routing input from the project Technical AWARDS Advisory Committee. The model was used in a least-cost trail routing algorithm ' 2022 APA San Diego Award of Merit, run iteratively from multiple trail vertices to generate trail segment alternatives.
Transportation Planning,Imperial coon- Final trail routing and braiding, user-types, and cost-estimates will be deter- ty Transportation Commission Regional
Active Transportation Plan mined for seven trail alternatives with site input from the team biologist, includ- ' 2022 APA Inland Empire Award of ing a trail alternative in Caltrans right-of-way.
Merit,Transportation Planning,Ontario
Recreation and Parks Master Plan CITY OF IRVINE ACTIVE TRANSPORTATION PLAN ' 2020 APA Inland Empire,Comprehen- GIS manager. Provided technical knowledge on project ranking criteria and fore- sive Plan-Large Jurisdiction,Prado casting methodology for the City of Irvine Strategic Active Transportation Plan.
Regional Park Master Plan
▪ 2020 Circulate San Diego Healthy Ranking criteria for active transportation projects were recommended based Community Award;APA San Diego on consistency with regional plans, addressing areas of need in terms of user Transportation Planning Award of Merit; safety and demand,and maximizing the economic efficiency and physical con- City of National City INTRA-Connect Plan nectivity of the bicycle and pedestrian network at buildout.To project the future use of active transportation facilities,the forecasting methodology provided by KTUA utilized the Caltrans Active Transportation Benefit-Cost tool and trends of mode-share data from the U.S. Census Bureau American Community Survey.
ADDITIONAL EXPERIENCE
• City of El Monte Vision Zero Action Plan
• City of Santa Ana Safe Mobility Santa Ana Update
• City of National City INTRA-Connect
• Mono County June Lake Loop Active Transportation Plan • City of Lindsay West Hermosa Street Corridor and Neighborhood Enhancement Plan
• OCTA Active Transportation Plan
CITY OF UPLAND I MOBILITY MASTER PLAN 123
9 I APPENDIX I KTUA Key Personnel Resumes
Morgen Ruby I Senior Planner
I Morgen Ruby is a Senior Planner,focusing on active transportation projects.
She brings to KTUA both planning and design experience across active trans- ' portation, landscape planning and design, and placemaking projects from the ... private, public, and nonprofit sectors. Morgen feels that increasing transports- � - • tion options both has a positive climate-impact by reducing the amount of on- road emissions, and increasing equitable access to healthy food, high-paying jobs, and education opportunities. She has extensive community engagement 111. experience, developing innovative, education-based tools to fulfill project missions. She also enjoys data visualization, such as maps and infographics,to - help make complex information digestible to residents of all ages and abilities.
Morgen's software capabilities include: Adobe Creative Suite,ArcGIS, Rhino 3D, and AutoCAD.
Commitment:30%Availability CITY OF MENIFEE COMPLETE STREETS PLAN Assistant project manager/senior planner for the Menifee Complete Streets EDUCATION Plan. Responsible for overseeing the subconsultants, conducting outreach, o M.Landscape Architecture, and assisting with the preparation of outreach materials for citywide events Cal Poly,Pomona and public workshops. With the project manager, led walk audits, community ' Bachelors Business Administration,San
Francisco State University,2016 design charrettes, and assisted with the production of the final report. ' Associates Business Administration,
MiraCosta College,2014 CITY OF BUENA PARK ACTIVE TRANSPORTATION PLAN Project manager/senior planner for the Buena Park Active Transportation Plan,where KTUA is a subconsultant. Responsible for overseeing the project team for the pedestrian network and first last mile existing conditions as well as project prioritization. Will help draft the final report with GIS mapping and supporting graphics.
CITY OF BANNING COMPREHENSIVE ACTIVE TRANSPORTATION PLAN AND CITY OF LYNWOOD SAFE
ROUTES TO SCHOOL PLAN
Assistant project manager helping with overseeing subconsultants, data collection and analysis, GIS map production, graphic support, project research and report writing.
CITY OF SANTA ANA SAFE MOBILITY SANTA ANA UPDATE
Assistant project manager providing assistance with overseeing subconsul- tants, data collection and analysis, and GIS map production.
CITY OF MONTEBELLO FIRST LAST MILE PLAN
Assistant project manager providing assistance with overseeing subcon- sultants, data collection and analysis, GIS map production, graphic support, project research and report writing.
OCTA ORANGE COUNTY BIKE CONNECTORS(GAP CLOSURE FEASIBILITY STUDY) Senior planner providing research and crafting anti-displacement policies for equitable program development.
CITY OF NATIONAL CITY ON-CALL-NATIONAL CITY RAIL FEASIBILITY STUDY Assistant project manager providing assistance to the project manager and principal in charge. Brainstormed analysis methodologies and provided GIS map production.
CITY OF UPLAND I MOBILITY MASTER PLAN I 24
9 I APPENDIX I KTUA Key Personnel Resumes
Tom Bertulis I Senior Active Transportation Engineer
' Tom Bertulis is a Senior Active Transportation Engineer at KTUA. He manages conceptual design projects, corridor studies, and active transportation projects.
With a background in both traffic/civil engineering and transportation planning, Tom has authored dozens of transportation planning studies as well as led roundabout designs,traffic calming projects,and dozens of walkability audits.
His skills include writing proposals, analyzing traffic flow,tracking budgets, leading charrettes, and developing conceptual designs. He has developed ,• local and national guidelines and taught bicycle/pedestrian planning classes.
Commitment:20%Availability OMNITRANS BUS STOP SAFETY IMPROVEMENT STUDY Project Manager responsible for schedule, budget, and managing tasks. Facili- EDUCATION tated monthly team meetings and Technical Advisory Committee (TAC) Meet- ' M.S.Civil Engineering,Northeastern ings. Developed the Barriers and Solutions Overview, Bicycle and Pedestrian University,Boston,MA,2013 Solutions, Traffic Calming at Bus Stops,Traffic Safety Best Practices Research, • B.S.Civil Engineering,Santa Clara and Personal Safety Best Practices. Assisted the development of the sections University,Santa Clara,CA,1996
on Proposed Modifications to Omnitrans Transit Design Guidelines, Implemen- REGISTRATIONS tation Framework, and Bus Stop Safety and Access Prioritization Framework. • Professional Transportation Operations Engineer,2013,TPCB(National)#3429 CITY OF EL MONTE VISION ZERO ACTION PLAN ' Professional Engineer,State of Project manager assisted in developing the schedule and managing tasks.
Washington#41149,2004 Facilitated monthly team meetings and Technical Advisory Committee (TAC) Meetings. Wrote sections on Vision Zero Overview,Vision Zero vs.Traditional AFFILIATIONS Safety Research, State/Regional Policy Context,the Data-Driven Process, and ▪ National Committee of Uniform Traffic the 6 Es in the Vision Zero Toolbox.Assisted with the development of the Control Devices(NCUTCD),Bicycle sections on Proposed Best Practices, Policies, and Programs. Developed the Technical Committee(BTC)Member
' Association of Pedestrian and Bicycle Policy Recommendations, Implementation, Prioritized Systemic Infrastructure Professionals Recommendations, Concept Designs, produced Cutsheets, and Performance measures and metrics.
AWARDS
• 2023 APA San Diego, Economic Devel- CITY OF SANTA ANA ACTIVE TRANSPORTATION PLAN opment Award of Merit,Casa de Oro Senior transportation engineer for the corridor designs recommended in the Specific Plan&Protected Bikeway Santa Ana Active Transportation Plan covering all corners of the City of Santa • 2020 Circulate San Diego Healthy Ana. The redesigned streets,focused on improving multi-modal safety, equity, Community Award;APA San Diego
Transportation Planning Award of Merit; placemaking, and accessibility for all users,transform the livability of the city.
City of National City INTRA-Connect Plan Spearheaded the design of 35 complete streets corridors, including prelimi- • 2011 National Science Foundation nary design, street design, and performing QA/QC of CAD drawings. Included (NSF)Urban Long-Term Research Area the latest innovations in bicycle infrastructure design from the Netherlands in Exploratory Program(ULTRA-Ex)Grant the design drawings.
Award
SPECIAL SKILLS CITY OF GRAND TERRACE MICHIGAN STREET COMPLETE STREET PLAN •
Spanish Fluency Project manager responsible for the conceptual design, developing alterna- tives and cross-sections based on the results of the community workshops, ADDITIONAL ACCOMPLISHMENTS and producing 30% conceptual plans based on feedback from the 10%de- • Designed first"contra-flow"bike lanes sign. The project goal was to make Michigan Street into a vibrant and attrac- in Boston tive street that facilitates accessibility,walkability, bikeability, and activates Research paper on"Advisory Bike spaces. A key part of the process was developing a Green Street Toolbox, Lanes" with urban greening elements such as trees, planting, and hardscape materi- • Created APBP Planning Guide
als.The final plan will support Michigan Street's integration into the City's CIP list and help pursue grant funding.
ADDITIONAL EXPERIENCE
• City of Encinitas Santa Fe Drive Corridor Bike and Pedestrian Improvements • National City Homefront to Waterfront SGIP Planning Grant
CITY OF UPLAND I MOBILITY MASTER PLAN I 25
9 I APPENDIX I KTUA Key Personnel Resumes
Marina Varano I Senior Planner Commitment: 40%Availability Marina Varano recently completed her Master's in City and Regional Planning from Cal Poly, San Luis Obispo and holds a B.S. in Environmental Studies from the University of California, Santa Barbara. While in graduate school, Marina worked for the City of San Luis Obispo's Office of Sustainability and Natural Resources, where she contributed to climate action planning and implementation, as well as open space conservation planning projects. Prior to attending graduate school, Marina spent six years working in the environmental non-profit sector. Her work in the non-profit sector focused on community engagement, environmen- tal education, event planning,volunteer coordination, and project management for a range of local environmental issues and opportunities. Through these experiences, Marina learned the importance of effectively engaging and empowering communities to create positive, lasting change.
CITY OF ARROYO GRANDE ACTIVE TRANSPORTATION PLAN analysis for the City to document community characteris- Senior Planner. Conducted background research, policy tics and standing City policies.Assisted with the synthesis review, and demographic analysis for the City of Arroyo of existing conditions analysis and community input to Grande to document community characteristics and develop goals and recommendations for DHS. standing City policies.
CITY OF MORENO VALLEY PARKS MASTER PLAN
CITY OF BELLFLOWER PARKS MASTER PLAN Senior Planner. Responsibilities include conducting com- Senior Planner. Key responsibilities include data ac- munity outreach, developing plan goals, and assisting quisition and management of existing parks and park with final document writing, editing,and graphic design. facilities and amenities; analysis of parks and recreation facilities to determine needs, areas of improvement, and CITY OF MOORPARK PARKS MASTER PLAN to develop recommendations; and community engage- Senior Planner. Key responsibilities include data ac ment to collect feedback on the project. quisition and management of existing parks and park facilities and amenities; analysis of parks and recreation CITY OF DESERT HOT SPRINGS(DHS)PARKS MASTER PLAN facilities to determine needs, areas of improvement, and Senior Planner. Key responsibilities include conducting to develop recommendations; and community engage- background research, policy review,and demographic ment to collect feedback on the project.
Isabel Perez I Planner/Designer Commitment: 40%Availability Isabiiii
el Perez very recently joined the KTUA team as a Planner and Designer upon earning her B.A. in Urban Studies and Planning from the University of California San Diego (UCSD). During her time as a student she became a LEED Green Associate and was a Planning Intern for a lo- 0 cal urban planning and design firm. She was also an Undergraduate Instructional Assistant for urban design courses and as a Research Assistant she helped create the Sustainable Food Systems course for the Department of Urban Studies and Planning at UCSD. Isabel is passion- ate about learning and strives towards being well versed in a variety of subjects within the planning field;therefore, through her experiences she has acquired skills that include SketchUp,ArcGIS, Revit, and the Adobe Creative Suite.
Eager to continue learning, she works alongside the KTUA team to create amazing environments for all.
CITY OF MONTEBELLO FIRST MILE LAST MILE(FMLM)PLAN CITY OF WHITTIER PARKS MASTER PLAN Planner/Designer. Primary role consisted of in-depth Planner/Designer. Key responsibilities were to create research to support the development of project recom- graphics for a range of material to be used at communi- mendations, analysis of community engagement feed- ty engagement events and the final Parks Master Plan. back, and the compilation of funding sources that can Additionally, responsible for the analysis of park pro- be pursued by the corresponding agencies. gramming for national and local recreational trends to be used in curating appropriate recommendations.
CITY OF BELLFLOWER PARKS MASTER PLAN
Planner/Designer. Main responsibilities included exist- CITY OF EL CENTRO IMPERIAL AVENUE COMPLETE STREETS PLAN ing conditions research and data collection, community Planner/Designer. Responsibilities included the creation engagement participation for feedback throughout dif- of physical and digital community engagement material, ferent stages of the project, and the summarization and field work of existing conditions, and taking part in pub- interpretation of boards and maps used at the communi- lic engagement events for the curation of appropriate ty engagement events. graphical material and text for the final document.
CITY OF UPLAND I MOBILITY MASTER PLAN I 26
9 I APPENDIX I Subconsultant Key Personnel Resumes
KATHERINE PADILLA OTANEZ , JESSICA PADILLA BOWEN PRINCIPAL FACILITATOR SENIOR ASSOCIATE
Principal of Katherine Padilla &Associ- a Jessica Padilla Bowen joined KPA in ates (KPA)for 26 years, Katherine Padil- "• 2020, bringing with her more than la Otanez is a communications spe- 20 years of experience in government cialist and strategist with expertise in Lwit: and nonprofit communication. Her organizational development/systems thinking,facilitation nonprofit communication experience included handling and mediation, marketing research and integrated corn- all aspects of media relations, from photo and video munications strategy, and community and government re- shoots to pitching and coordinating hundreds of lations. Other areas of expertise include global logistics, television, print and radio interviews. planning, architecture, and engineering. KPA is a certified DBE/MBE/WBE/SBE firm. Prior to forming KPA, Katherine Commitment:40%Availability managed and delivered drafting services for structural
engineering and architecture projects, while obtaining REPRESENTATIVE PROJECTS her MBA and Bachelor of Science degrees. Other areas • Imperial County Transportation Commission Active of education and expertise include NEPA Policies, Proce- Transportation Plan* dures and Practices, UCLA Extension; CEQA Overview • Ventura County Transportation Commission Compre- and Policies,Association of Environmental Professionals; hensive Transportation Plan and Environmental Justice in Land Use Planning, 2-day • City of Los Angeles Bureau of Engineering 7th St.
American Planning Association Workshop. Streetscape Improvement Plan • Los Angeles County NoHo to Pasadena Bus
Commitment:30%Availability Rapid Transit
REPRESENTATIVE PROJECTS • LA County Department of Parks and Recreation Strategic Plan
• Imperial County Regional Long-Range Transportation • Southern California Library Cooperative, Connected Plan, Imperial County Transportation Commission — California Managing Principal/Project Manager, oversaw the pub-
lic outreach plan; pop-up events to solicit community *Projects in collaboration with KTUA feedback; outreach through flyers, eblasts, media and
social media; and assisted with assembling the Techni-
cal Advisory and Steering Committees and is assisted XAVIER SIBAJA I PROJECT MANAGER with regular meeting coordination as well as providing t., Xavier Sibaja is a collaborative agency strategic advice to successful guide the project. _ leader and social entrepreneur with a • City of Rialto Active Transportation Plan —With KTUA - passion for serving community, educa- serving as prime, principal-in-charge for community 's tional, and arts organizations. He is an outreach and public participation services .1 engaging communicator with strong • City of Grand Terrace Safe Routes to School and Active people skills and breadth of knowledge from life-long Transportation Plan —With KTUA serving as prime, KPA learning. He is bilingual (Spanish and English)with ex- provided community outreach support pertise in connecting with diverse communities. • Southern California Association of Governments (SCAG) Regional Resilience Framework Commitment:40%Availability • City of Barstow Active Transportation Plan
• City of Colton Active Transportation Plan REPRESENTATIVE PROJECTS • Imperial County Transportation Commission Active
ADDITIONAL PROJECT EXPERIENCE WITH KTUA Transportation Plan* • SBCTA Story Maps Dynamic Data Stories • LA County Department of Parks and Recreation • City of Pico Rivera Urban Greening Strategic Plan • City of Desert Hot Springs Bike and Pedestrian Plan • Ventura County Transportation Commission Compre- hensive Transportation Plan
• City of Los Angeles Bureau of Engineering 7th Street
Streetscape Improvement Project
• Riverside County Transportation Commission,
/-114 Transit-Oriented Communities Study
*Projects in collaboration with KTUA
KATHERINE PADILLA
&ASSOCIATES,INC.
CITY OF UPLAND I MOBILITY MASTER PLAN I 27
9 I APPENDIX I Subconsultant Key Personnel Resumes
AARON SILVA, PE ILA MARK
CIVIL ENGINEER ■ ■ TH O MAS
EDUCATION
BS in Civil Engineering, California State University, Sacramento, 2007 _ti - REGISTRATION
={ CA PE C75938
Commitment:20%Availability
Aaron has 16 years of experience in design and delivery of municipal and transportation projects.Aaron is a proven engineer and geometrician. He is knowledgeable in both local agency and Caltrans design standards and has successfully delivered projects with sensitive and significant public outreach efforts.Aaron is recognized as an expert in the design of bicycle and pedestrian facilities, helping design and implement state of the practice solutions to improve active transportation safety throughout California. He delivers many active transportation projects where he works with local agencies and the public to design safety elements like increased lighting, raised medians, separated bikeways, protected intersections,ADA compliant ramps, etc.
REPRESENTATIVE PROJECTS
VISION ZERO TOP 5 CORRIDORS STUDY,SANTA ANA attractiveness of bicycling for people of varying ages Civil engineering task manager for the development of and abilities by creating a two-way Class IV separated conceptual designs and cost estimates for five one-mile bikeway along a high-stress corridor; reconfiguring the segments in the City of Santa Ana.The corridors roadway with traffic calming elements to improve selected represent the top 5 roadways with the highest accessibility; and enhance safety through the provision number of pedestrian, bicycle, and vehicle crashes in of improved signage and striping along the corridor. the City.The 30%designs and associated cost
estimates will be utilized by the City for subsequent GARDEN GROVE BOULEVARD COMPLETE STREET, grant funding pursuits given their priority as identified WESTMINSTER in the Vision Zero document. Project manager for this recently completed State- funded bikeway project that repurposed Garden Grove
BIKE NETWORK CONNECTIVITY IMPROVEMENTS,EASTVALE Boulevard to include one lane in each direction, a two- Project manager for the preliminary design, way-left-turn lane, and a Class IV protected bikeway environmental clearance,and public outreach efforts for with landscape median.The project also reduced travel the design of bikeway,pedestrian,and roadway lanes along both Edwards Street and Trask Avenue and improvements along two corridors.Working with the adds buffered bike lanes.The project required a community to consider public concerns about the Caltrans encroachment permit and approval from bikeway type as a Class I or Class IV bikeway.The project UPRR.Additional project improvements include also includes coordination with numerous community and pedestrian level lighting, correction of deficient public stakeholders with interests along two key corridors driveways, pavement rehabilitation,and curb ramps. serving schools and residential areas.
LAGUNA CREEK TRAIL,ELK GROVE
CALIFORNIA DRIVE BIKEWAY IMPROVEMENTS, Design lead responsible for multiple segments of a new BURLINGAME Class I multi-use trail along Lower Laguna Creek, Project manager for the planning, design, and sidewalk improvements along the west side of engineering services for project scoping, community Bruceville Road, and two signalized pedestrian engagement, data analysis, alternatives review, crossings in the City of Elk Grove.Services for this preliminary engineering, and detailed engineering project include preliminary engineering, environmental design resulting in Plans, Specifications,and Estimates clearance and permitting, public outreach, right of way (PS&E) for this project.This project is located on support, utility relocation, final design, surveying, and California Drive, between Broadway and Oak Grove bidding support. Improvements were developed and Avenue and is a major north-south commuter corridor. designed in accordance with City and Caltrans Highway The project will enhance bicycle connectivity across the Design Manual standards. city while improving the safety,comfort, and
CITY OF UPLAND I MOBILITY MASTER PLAN 128
9 I APPENDIX I Subconsultant Key Personnel Resumes
JACKIE YOUNG, PE k.A HARK
I h "• CIVIL ENGINEER SUPPORT r TH O MAS 416. EDUCATION
MS in Civil Engineering, University of Michigan,2009
" •
BS in Civil Engineering, University of California, Irvine, 2008 t '110,
r' REGISTRATION
MI PE 6201062938
Commitment:20%Availability
Jackie has 13 years of experience in civil engineering projects focused on roadway improvements, active transportation facilities, and transportation planning support. She is experienced in minimizing utility and right-of- way impacts through proactive utility coordination and collaboration with other disciplines and property owners. In addition, she is experienced in storm water pollution prevention,stormwater management, and drainage. Her skills include using Autodesk Civil 3D,Computer-Aided Design (CAD),and engineering and construction drawings to develop and manage PS&E plans.
REPRESENTATIVE PROJECTS
LA PAZ ROAD INTERIM CONDITIONS ENGINEERING DESIGN facilities and improved safety; and developing SERVICES,LAGUNA NIGUEL innovative solutions to improve throughput without Project engineer supporting design to reinstitute two- adding roadway capacity, particularly facilitating the way traffic along La Paz Road following a closure of trolley to and from remote parking lots for seasonal southbound traffic due to geotechnical concerns. The peaks and special events. design will restore the circulation network for residents and visitors to the City. Mark Thomas developed the VINE AVENUE BIKE BOULEVARD IMPROVEMENTS, project cross-section based on ongoing project ONTARIO management support and evaluation of various Project engineer for the design of a new bike boulevard alternatives.The project design will restore southbound and street improvements along Fern Avenue, Phillips travel lanes for motorists and cyclists and will explore a Street,Vine Avenue, and West B Street in the City of separated bikeway that explores the City's first use of Ontario.The project is funded through Caltrans Cycle 5 vertical elements. The safety features will be tested for Active Transportation Program and will improve the interim conditions while the City engages the multimodal mobility throughout the community, community on an ultimate buildout condition for including a new north/south bicycle corridor and subsequent implementation. pedestrian facility improvements,enhancing safety for active transportation travel, and improved community
LAGUNA CANYON ROAD PRELIMINARY DESIGN,LAGUNA connectivity to parks, schools, and other local BEACH destinations.
Project engineer providing preliminary engineering and
environmental documentation (PA/ED)services for the QUAD CITY TRAIL IMPROVEMENTS,MISSION VIEJO Laguna Canyon Road (SR-133) Improvements Project in Project engineer responsible for the development of the City of Laguna Beach.The project will include multiple alternatives for both off-street and on-street pedestrian facilities, landscape&aesthetics,supporting bikeways for Mission Viejo's Regional Bikeway Plan.The utility undergrounding, parking modifications, and no new trail project will enhance connectivity and mobility increase to vehicular throughput.The project goal for cyclists, commuters, and recreational users, focuses upon enhancing safety by removing utility promoting Citywide active transportation through a poles and undergrounding overhead power and new five-mile commuter and recreational trail system communications facilities, eliminating a potential which will connect the residents of Mission Viejo to the source of wildfire and improving aesthetics; providing cities of Laguna Hills and Lake Forest.The project is multi-modal improvements that will encourage located adjacent an existing railroad corridor,so the pedestrians, transit users, &bicyclists with dedicated concept will ensure setback or design features for active safety separation from moving trains.
CITY OF UPLAND I MOBILITY MASTER PLAN 129
9 I APPENDIX I Subconsultant Key Personnel Resumes
. MARINA RAMIREZ, LCI LA MARK
t TRANSPORTATION PLANNER ■ ■ T H O M AS
_ EDUCATION
T _ BA in Social Ecology, University of California, livine, 2013 R AA in Social and Behavioral Sciences, Humanities, Mt.San Antonio College,2011 Oh-
41114 REGISTRATION
CA LCI 6078
�'a= Commitment:30%Availability
Marina has 10 years of transportation planning experience and eight years in bilingual community engagement (Spanish and English) and planning processes.She has a thorough understanding of multi-modal transportation best practices and public funding sources. She has extensive experience in program management, field assessments, data analysis, report writing, and partnership development.
REPRESENTATIVE PROJECTS
FRESNO REGIONAL ACTIVE TRANSPORTATION PLAN engagement that will connect the City's many local and UPDATE,FRESNO regional destinations building off existing planning Transportation planning assistance for the Fresno efforts.The project will include the determination of Regional Active Transportation Plan Update. Scope of existing conditions;analysis of constraints and work includes reviewing policies and recommendations opportunities;advisory committee meetings; public from state, regional,and local plans that are related to outreach; report preparation;and board presentations. active transportation to identify policies relevant to the The intent of this project is to create an implementable develop of the Regional Active Transportation Plan and Bike Plan for the City of Eureka. its policies. Included with the transit-related elements, will be walking, biking, and emerging mobility,such as GO HUMAN SAFETY STRATEGIES,SOUTHERN CALIFORNIA electric bicycles and scooters. ASSOCIATION OF GOVERNMENTS(SCAG) Deputy project manager who managed the Go Human
EAST PICO BOULEVARD SAFETY PROJECT,SANTA MONICA Safety Strategies project, including the execution of the Providing transportation planning support for the Community Hub program.The previous Community implementation of this project from Stewart Street/28th Hub grant program included several of the tasks that Street to Centinela Avenue for SCAG.The quick build are illustrated in the Community Streets program. As project will inventory existing conditions and incorporate part of the Community Hub grant program, Marina a robust,representative,and effective public engagement coordinated the application process, onboarding, process to design a quick build project to introduce coordination, and close-out. improvement concepts that can be transformed into
permanent projects based on continued community WESTMINSTER SAFE ROUTES TO SCHOOL(SRTS), input. East Pico Boulevard provides direct access to the I- WESTMINSTER 10 at South Centinela Avenue with motor vehicle traffic Transportation planner supporting the development of volume exceeding 30,000 trips daily.The project will the City of Westminster Safe Routes to School (SRTS) augment City strategies to maximize the safety of all users Plan.The plan shall evaluate 21 public elementary, on Pico Boulevard with an emphasis on pedestrians to middle, and high schools located within the Garden ensure safe routes to community destinations,businesses, Grove Unified, Huntington Beach Union High, Ocean and transit View,and Westminster School Districts. Services include data collection, safety analysis,and
EUREKA BIKE PLAN,EUREKA implementation recommendations for each school Transportation planner assisting the City of Eureka with based on the six E's associated with safe routes to a bike plan that will establish a vision for community school (evaluation, engineering,education, bikeway access,circulation, safety,and infrastructure encouragement, enforcement,and equity). improvements through a robust community
CITY OF UPLAND I MOBILITY MASTER PLAN 130
STATE OF CALIFORNIA-CALIFORNIA STATE TRANSPORTATION AGENCY GAVIN NEWSOM,Governor
DEPARTMENT OF TRANSPORTATION
Division of Local Assistance ` ; -
1120 N STREET � w
P.O. BOX 942874, MS# 1
Sacramento, CA 94274-0001
TTY 711 08-SBD-O-UPL
ATPL-5147(015)
September 1, 2023 Adv Id: 0823000183
PPNO:08-1307
Request No: 1
Mr. Alan French
Principal Engineer
City of Upland
460 N. Euclid Avenue
Upland, CA 91786
Dear Mr. French:
Your letter dated June 22, 2023 requested a fund allocation from the Active Transportation Program for the City of Upland Mobility Master Plan -The City of Upland, with specific focus on the City's downtown area. This project is programmed in the Active Transportation Program (ATP), as amended.
At their August 16, 2023 meeting, the California Transportation Commission (CTC) allocated funding in the amount(s) shown below.
The State hereby makes the following allocation on August 16, 2023, effective August 16, 2023.
Allocation No. 2024-36 ATP FUND ALLOCATION
Senate District No.: 31
Assembly District 63
Amount Fiscal Year Amount Previously This
Programmed Programmed Allocated Request
Const $300,000 2024 $0 $300,000
Federal Funds $0
State Funds $300,000
Total $300,000 $0 $300,000
This allocation makes available $0 of federal funds* and $300,000 of State (or State-only)funds for a total of $300,000.
*A separate request for authorization to proceed (E-76) is required prior to the start of reimbursable work for projects receiving Federal funds.
The effective date of allocation serves as the authorization to proceed and establishes the date for the start of reimbursable work for State-only funded projects.
CTQlTLj67 of 332
Mr. Alan French
September 1, 2023
ATPL-5147(015)
For This Allocation:
Funds allocated for project E & P are available for expenditure until: Not Applicable.
Funds allocated for project PS & E are available for expenditure until: Not Applicable.
Funds allocated for project RW are available for expenditure until: Not Applicable.
Funds allocated for construction --Agency has 6 month(s) after the date of allocation to award a contract.
After award of the contract, the Agency has up to 36 months to complete the construction or vehicle purchase contract.
The Commission may grant a one-time extension to each of the deadlines specified above if it finds that an unforeseen and extraordinary circumstance beyond the control of the responsible agency has occurred that justifies the extension. Please refer to the Local Assistance website at https://dot.ca.gov/programs/local-assistance for additional guidance.
The project's award information should be submitted to the District Local Assistance Engineer(DLAE) immediately after award of the construction contract. A copy of the project's award package also needs to be included with the submittal of the Administering Agency's first invoice to the Local Programs Accounting Branch. Please refer to Local Programs Procedures (LPP) LPP 01-06 for guidance regarding the contents of the project award package.
This allocation is not a commitment on the part of the State to make reimbursements until an Administering Agency- State Agreement (Master Agreement), if necessary, and a project specific program supplement are executed between the Agency and the State.
Your attention is directed to the Local Assistance Procedures Manual, LPPs and the current CTC guidelines for detailed instructions and information.
Sincerely,
�GC�d
for
ROBERT NGUYEN , Chief
Office of Project Management Oversight- South
Division of Local Assistance
c: SANBAG
Attachment: CTC Vote Box
CTQ aTL168 of 332
Mr. Alan French
September 1, 2023
ATPL-5147(015)
bc: LPA
DLA AE Project Files
District - (08) DLAE -Alberto Vergel De Dios
cTMb-gbL169 of 332
CTC Financial Vote List August 16-17, 2023
2.5 Highway Financial Matters
Project# PPNO
Allocation Amount Program/Year Budget Year Recipient Project Title Phase Item#
RTPA/CTC Location Prgm'd Amount Fund Type Amount by District-County Project Description Project ID Program Code Fund Type
2.5w.(1) Locally-Administered ATP Projects Off the State Highway System Resolution FATP-2324-03 28 Mobility Master Plan.A Mobility Master Plan will be 08-1307 2021-22 $300,000 prepared that evaluates existing conditions,closes critical ATP/23-24 102-0001 GF $300,000 gaps in pedestrian, bicycle and transit infrastructure,and CONST 20.30.720.100 City of Upland prioritizes ATP projects. $300,000 SBCTA 0823000183
08-San Bernardino MPO
Outcome/Outputs:
A Mobility Master Plan will be prepared that evaluates existing conditions,closes critical gaps in pedestrian,bicycle and transit infrastructure,and prioritizes ATP projects.
CEQA-CE,6/22/2023
CTC MEETING ACTION TAKEN REPORT / REVISED ESTIMATED TIMED AGENDA August 16-17, 2023 Multi-funded LPP (Formulaic and Competitive)/STIP Allocation Tab Item Description Ref# Presenter Status Type* Agency* 134 Request of$17,000,000 for the State-Administered 2.5s.(10) Leishara Ward Approved. A D multi-funded LPP (Formulaic and Competitive)/STIP James R. Anderson US 101 Hearn Avenue Regional Multimodal
Interchange project, on the State Highway System, in
Sonoma County. (PPNO 0785C)
Resolution LPP-A-2324-08
Resolution FP-23-21
(Related Item under Ref. 2.2c.(2))
August 2023 CTC Meeting, Day 2-02:43:30
Post-Fact Time Extension
Tab Item Description Ref# Presenter Status Type* Agency* 136 Post-Fact request to extend the period of project 2.8a.(1) Laurie Waters The Commission approved, per staff A D allocation for the State-Administered ATP American James R. Anderson recommendation and as requested a post River Bridge Shared-Use Trail project, in Sacramento fact time extension for 3 months for the County. (PPNO 2217) ATP American River Bridge Shared-Use Waiver 23-145 Trail project.
(Related Item under Ref. 2.5w.(2))
August 2023 CTC Meeting, Day 2-02:45:13
ATP Allocations
Tab Item Description Ref# Presenter Status Type* Agency* 137 Request of$40,634,000 for 32 locally-administered 2.5w.(1) Beverley Newman- Approved. A D ATP projects, off the State Highway System. Burckhard Resolution FATP-2324-03 Dee Lam
(In the Book Item Attachment, corrections to
Project 12(PPNO 2835C) &Project 23 (PPNO 6194.)
August 2023 CTC Meeting, Day 2-02:46:25
Ser Office of CTC Liaison Page 46 of 52 As of: August 21,2023 Division of Financial Programming
Note: This document was prepared by the Department,following the California Transportation Commission meeting,and is a reflection of the Department's interpretation of actions taken by the Commission
MASTER AGREEMENT
ADMINISTERING AGENCY-STATE AGREEMENT FOR
STATE-FUNDED PROJECTS
08 City of Upland
District Administering Agency
Agreement No. 08-5147S21
This AGREEMENT, is entered into effective this 17th day of October , 20 22 , by and between the City of Upland, hereinafter referred to as "ADMINISTERING AGENCY," and the State of California, acting by and through its Department of Transportation (Caltrans), hereinafter referred to as "STATE", and together referred to as "PARTIES" or individually as a "PARTY."
RECITALS:
1. WHEREAS, the Legislature of the State of California has enacted legislation by which certain State funds are made available for use on local transportation related projects of public entities qualified to act as recipients of these state funds; and
2. WHEREAS, ADMINISTERING AGENCY has applied to the California Transportation Commission (CTC) and/or STATE for funding from a State-funded program (herein referred to as STATE FUNDS), as defined in the Local Assistance Program Guidelines (LAPG) and/or in the respective CTC Guidelines, for use on local authorized transportation related projects as a local administered project(s), hereinafter referred to as "PROJECT"; and
3. WHEREAS, said PROJECT will not receive any federal funds; and
4. WHEREAS, before STATE FUNDS will be made available for PROJECT, ADMINISTERING AGENCY and STATE are required to enter into an agreement to establish terms and conditions applicable to the ADMINISTERING AGENCY when receiving STATE FUNDS for a designated PROJECT facility and to the subsequent operation and maintenance of that completed facility.
NOW, THEREFORE, the PARTIES agree as follows:
ARTICLE I - PROJECT ADMINISTRATION
1. This AGREEMENT shall have no force or effect with respect to any program project unless and until a project- specific Program Supplement to this AGREEMENT for state funded projects, hereinafter referred to as "PROGRAM SUPPLEMENT", has been fully executed by both STATE and ADMINISTERING AGENCY.
2. The State approved project-specific allocation notification letter and approved CTC allocation documentation designate the party responsible for implementing PROJECT, type of work, and location of PROJECT for projects requiring CTC allocation by PROJECT component of work.
3. The PROGRAM SUPPLEMENT sets out special covenants as a condition for the ADMINISTERING AGENCY to receive STATE FUNDS from/through STATE for designated PROJECT. The PROGRAM SUPPLEMENT shall also show these STATE FUNDS that have been initially encumbered for PROJECT along with the matching funds to be provided by ADMINISTERING AGENCY and/or others. Execution of PROGRAM SUPPLEMENT by the PARTIES shall cause ADMINISTERING AGENCY to adopt all the terms of this AGREEMENT as though fully set forth therein in the PROGRAM SUPPLEMENT. Unless otherwise expressly delegated in a resolution by the governing body of ADMINISTERING AGENCY, and with written concurrence by STATE, the PROGRAM SUPPLEMENT shall be approved and managed by the governing body of ADMINISTERING AGENCY.
4. ADMINISTERING AGENCY agrees to execute and return each project-specific PROGRAM SUPPLEMENT. The PARTIES agree that STATE may suspend future allocations, encumbrances and invoice payments for any on- going or future STATE FUNDED PROJECT performed by ADMINISTERING AGENCY if any project-specific PROGRAM SUPPLEMENT is not returned, unless otherwise agreed by STATE in writing.
5. ADMINISTERING AGENCY further agrees, as a condition to the release and payment of STATE FUNDS encumbered for the PROJECT described in each PROGRAM SUPPLEMENT, to comply with the terms and conditions of this AGREEMENT and all the agreed-upon Special Covenants or Remarks incorporated within the PROGRAM SUPPLEMENT, and Cooperative/Contribution Agreement where appropriate, defining and identifying the nature of the specific PROJECT.
6. STATE FUNDS will not participate in any portion of PROJECT work performed in advance of the effective date of allocation by CTC, or by STATE for allocations delegated to STATE by CTC, for said PROJECT.
7. Projects allocated with STATE FUNDS will be administered in accordance with the current CTC STIP Guidelines, applicable chapter(s) of the LAPG, LAPM and/or any other instructions published by STATE.
8. ADMINISTERING AGENCY agrees to ensure compliance with all relevant State laws and requirements for work related to PROJECT, including the California Environmental Quality Act (CEQA).
9. ADMINISTERING AGENCY's eligible costs for preliminary engineering work includes all preliminary work directly related to PROJECT up to contract award for construction, including, but not limited to, environmental studies and permits (E&P), preliminary surveys and reports, laboratory work, soil investigations, the preparation of plans, specifications and estimates (PS&E), advertising for bids, awarding of a contract and project development contract administration.
10. ADMINISTERING AGENCY's eligible costs for construction engineering include actual inspection and supervision of PROJECT construction work; construction staking; laboratory and field testing; and the preparation and processing of field reports, records, estimates, final reports, and allowable expenses of employees/consultants engaged in such activities.
11. Unless the PARTIES agree otherwise in writing, ADMINISTERING AGENCY's employees or its contracted engineering consultant shall be responsible for all PROJECT engineering work.
12. ADMINISTERING AGENCY shall not proceed with final design of PROJECT until final environmental approval of PROJECT. Final design entails the design work necessary to complete the PS&E and other work necessary for a construction contract but not required earlier for environmental clearance of that PROJECT.
13. If PROJECT is not on STATE-owned right-of-way, PROJECT shall be constructed in accordance with Chapter 11 of the LAPM that describes minimum statewide design standards for local agency streets and roads. The design standards for projects off the National Highway System (NHS) allow STATE to accept either the current Caltrans Highway Design Manual standards, the current FHWA-adopted American Association of State Highway and Transportation Officials (AASHTO) A Policy on Geometric Design of Highways and Streets standards, or the approved geometric design standards of ADMINISTERING AGENCY.
Additionally, for projects off the NHS, STATE will accept ADMINISTERING AGENCY-approved standard specifications, standard plans, materials sampling and testing quality assurance programs that meet the conditions described in the then current Local Assistance Procedures Manual.
14. If PROJECT involves work within or partially within STATE-owned right-of-way, that PROJECT shall also be subject to compliance with the policies, procedures and standards of the STATE Project Development Procedures Manual and Highway Design Manual and where appropriate, an executed cooperative agreement between STATE and ADMINISTERING AGENCY that outlines the PROJECT responsibilities and respective obligations of the PARTIES. ADMINISTERING AGENCY and its contractors shall each obtain an encroachment permit through STATE prior to commencing any work within STATE rights-of-way or work which affects STATE facilities.
15. When PROJECT is not on the State Highway System (SHS) but includes work to be performed by a railroad, the contract for such work shall be prepared by ADMINISTERING AGENCY or by STATE, as the PARTIES may hereafter agree. In either event, ADMINISTERING AGENCY shall enter into an agreement with the railroad providing for future maintenance of protective devices or other facilities installed under the contract.
16. ADMINISTERING AGENCY shall comply with the provisions of sections 4450 and 4454 of the California Government Code, as well as other Department of General Services guidance, if applicable, for the contract PS&E for the construction of buildings, structures, sidewalks, curbs and related facilities for accessibility and usability. Further requirements and guidance are provided in Title 24 of the California Code of Regulations.
17. ADMINISTERING AGENCY shall provide a full-time public employee to be in responsible charge of each PROJECT. ADMINISTERING AGENCY shall provide or arrange for adequate supervision and inspection of each PROJECT. ADMINISTERING AGENCY may utilize consultants to perform supervision and inspection work for PROJECT with a fully qualified and licensed engineer. Utilization of consultants does not relieve ADMINISTERING AGENCY of its obligation to provide a full-time public employee to be in responsible charge of each PROJECT.
18. Unless otherwise provided in the PROGRAM SUPPLEMENT, ADMINISTERING AGENCY shall advertise, award, and administer the PROJECT construction contract or contracts.
19. The cost of maintenance, security, or protection performed by ADMINISTERING AGENCY or contractor forces during any temporary suspension of PROJECT or at any other time may not be charged to the PROJECT.
20. ADMINISTERING AGENCY shall submit PROJECT-specific award information to STATE's District Local Assistance Engineer, within sixty (60) days after contract award.
21. ADMINISTERING AGENCY shall submit the final report documents that collectively constitute a "Final Project Expenditure Report", LAPM Exhibit 17-M, within one hundred eighty (180) days of PROJECT completion. Failure by ADMINISTERING AGENCY to submit a "Final Project Expenditure Report", within 180 days of project completion will result in STATE imposing sanctions upon ADMINISTERING AGENCY in accordance with the Local Assistance Procedures Manual.
22. ADMINISTERING AGENCY shall comply with the Americans with Disabilities Act (ADA) of 1990 that prohibits discrimination on the basis of disability and all applicable regulations and guidelines issued pursuant to the ADA.
23. The Governor and the Legislature of the State of California, each within their respective jurisdictions, have prescribed certain nondiscrimination requirements with respect to contract and other work financed with public funds. ADMINISTERING AGENCY agrees to comply with the requirements of the FAIR EMPLOYMENT PRACTICES ADDENDUM, attached hereto as Exhibit A and further agrees that any agreement entered into by ADMINISTERING AGENCY with a third party for performance of work connected with PROJECT shall incorporate Exhibit A (with third party's name replacing ADMINISTERING AGENCY) as parts of such agreement.
24. ADMINISTERING AGENCY shall include in all contracts and subcontracts awarded when applicable, a clause that requires each subcontractor to comply with California Labor Code requirements that all workers employed on public works aspects of any project (as defined in California Labor Code sections 1720-1815) be paid not less than the general prevailing wage rates predetermined by the Department of Industrial Relations as effective at the date of contract award by the ADMINISTERING AGENCY.
ARTICLE II - RIGHTS-OF-WAY
1. No contract for the construction of a STATE FUNDED PROJECT shall be awarded until all necessary rights of way have been secured. Prior to the advertising for construction of PROJECT, ADMINISTERING AGENCY shall certify and, upon request, shall furnish STATE with evidence that all necessary rights-of-way are available for construction purposes or will be available by the time of award of the construction contract.
2. The furnishing of rights of way by ADMINISTERING AGENCY as provided for herein includes, and is limited to, the following, unless the PROGRAM SUPPLEMENT provides otherwise.
(a) Expenditures of capital and support to purchase all real property required for PROJECT free and clear of liens, conflicting easements, obstructions and encumbrances, after crediting PROJECT with the fair market value of any excess property retained and not disposed of by ADMINISTERING AGENCY.
(b) The cost of furnishing of right-of-way as provided for herein includes, in addition to real property required for the PROJECT, title free and clear of obstructions and encumbrances affecting PROJECT and the payment, as required by applicable law, of damages to owners of remainder real property not actually taken but injuriously affected by PROJECT. (c) The cost of relocation payments and services provided to owners and occupants pursuant to Government Code sections 7260-7277 when PROJECT displaces an individual, family, business, farm operation or nonprofit organization. (d) The cost of demolition and/or the sale of all improvements on the right-of-way after credit is recorded for sale proceeds used to offset PROJECT costs. (e) The cost of all unavoidable utility relocation, protection or removal.
(f) The cost of all necessary hazardous material and hazardous waste treatment, encapsulation or removal and protective storage for which ADMINISTERING AGENCY accepts responsibility and where the actual generator cannot be identified, and recovery made.
3. ADMINISTERING AGENCY agrees to indemnify and hold STATE harmless from any liability that may result in the event the right-of-way for a PROJECT is not clear as certified by ADMINISTERING AGENCY, including, but not limited to, if said right-of-way is found to contain hazardous materials requiring treatment or removal to remediate in accordance with Federal and State laws. ADMINISTERING AGENCY shall pay, from its own non- matching funds, any costs which arise out of delays to the construction of PROJECT because utility facilities have not been timely removed or relocated, or because rights-of-way were not available to ADMINISTERING AGENCY for the orderly prosecution of PROJECT work.
ARTICLE III - MAINTENANCE AND MANAGEMENT
1. ADMINISTERING AGENCY will maintain and operate the property acquired, developed, constructed, rehabilitated, or restored by PROJECT for its intended public use until such time as the parties might amend this AGREEMENT to otherwise provide. With the approval of STATE, ADMINISTERING AGENCY or its successors in interest in the PROJECT property may transfer this obligation and responsibility to maintain and operate PROJECT property for that intended public purpose to another public entity.
2. Upon ADMINISTERING AGENCY's acceptance of the completed construction contract or upon contractor being relieved of the responsibility for maintaining and protecting PROJECT, ADMINISTERING AGENCY will be responsible for the maintenance, ownership, liability, and the expense thereof, for PROJECT in a manner satisfactory to the authorized representatives of STATE and if PROJECT falls within the jurisdictional limits of another Agency or Agencies, it is the duty of ADMINISTERING AGENCY to facilitate a separate maintenance agreement(s) between itself and the other jurisdictional Agency or Agencies providing for the operation, maintenance, ownership and liability of PROJECT. Until those agreements are executed, ADMINISTERING AGENCY will be responsible for all PROJECT operations, maintenance, ownership and liability in a manner satisfactory to the authorized representatives of STATE. If, within ninety (90) days after receipt of notice from STATE that a PROJECT, or any portion thereof, is not being properly operated and maintained and ADMINISTERING AGENCY has not satisfactorily remedied the conditions complained of, the approval of future STATE FUNDED PROJECTS of ADMINISTERING AGENCY will be withheld until the PROJECT shall have been put in a condition of operation and maintenance satisfactory to STATE. The provisions of this section shall not apply to a PROJECT that has been vacated through due process of law with STATE's concurrence.
3. PROJECT and its facilities shall be maintained by an adequate and well-trained staff of engineers and/or such other professionals and technicians as PROJECT reasonably requires.
Said operations and maintenance staff may be employees of ADMINISTERING AGENCY, another unit of government, or a contractor under agreement with ADMINISTERING AGENCY.
All maintenance will be performed at regular intervals or as required for efficient operation of the complete PROJECT improvements.
4. ADMINISTERING AGENCY shall comply with all applicable law, including but not limited to, all applicable legal authority regarding construction standards.
ARTICLE IV - FISCAL PROVISIONS
1. All contractual obligations of STATE are subject to the appropriation of resources by the Legislature and the allocation of resources by the CTC.
2. STATE'S financial commitment of STATE FUNDS will occur only upon the execution of this AGREEMENT, the execution of each project-specific PROGRAM SUPPLEMENT and/or STATE's approved finance letter.
3. ADMINISTERING AGENCY agrees, as a minimum, to submit invoices in arrears for reimbursement of allowable PROJECT costs at least once every six months commencing after the STATE FUNDS are encumbered on either the project-specific PROGRAM SUPPLEMENT or through a project-specific finance letter approved by STATE. STATE reserves the right to suspend future allocations and invoice payments for any on-going or future STATE FUNDED project performed by ADMINISTERING AGENCY if PROJECT costs have not been invoiced by ADMINISTERING AGENCY for a six-month period
4. Invoices shall be submitted on a standardized billing summary template, in accordance with Chapter 5 of the LAPM to claim reimbursement by ADMINISTERING AGENCY. For construction invoices, pay estimates must be included.
5. ADMINISTERING AGENCY must retain at least one copy of supporting backup documentation for allowable costs incurred and claimed for reimbursement by ADMINISTERING AGENCY. ADMINISTERING AGENCY agrees to submit supporting backup documentation with invoices if requested by State. Acceptable backup documentation includes, but is not limited to, agency's progress payment to the contractors, copies of cancelled checks showing amounts made payable to vendors and contractors, and/or a computerized summary of PROJECT costs.
6. Payments to ADMINISTERING AGENCY can only be released by STATE as reimbursements of actual allowable PROJECT costs already incurred and paid for by the ADMINISTERING AGENCY.
7. Indirect Cost Allocation Plans/Indirect Cost Rate Proposals (ICAP/ICRP), Central Service Cost Allocation Plans and related documentation are to be prepared and provided to the Inspector General - Independent Office of Audits and Investigations for review and approval prior to ADMINISTERING AGENCY seeking reimbursement of indirect cost incurred within each fiscal year being claimed for reimbursement. ICAPs/ICRPs must be prepared in accordance with the requirements set forth in 2 CFR, Part 200, Chapter 5 of the LAPM, and the ICAP/ICRP approval procedures established by STATE.
8. STATE will withhold the greater of either two (2) percent of the total of all STATE FUNDS encumbered for each PROGRAM SUPPLEMENT or $40,000 until ADMINISTERING AGENCY submits the Final Report of Expenditures for each completed PROGRAM SUPPLEMENT PROJECT.
9. The estimated total cost of PROJECT, the amount of STATE FUNDS obligated, and the required matching funds may be adjusted by mutual consent of the PARTIES with a finance letter, and an allocation notification letter when applicable. STATE FUNDING may be increased to cover PROJECT cost increases only if such additional funds are available and the CTC and/or STATE concurs with that increase in the form of an allocation and finance letter.
10. When such additional STATE FUNDS are not available, ADMINISTERING AGENCY agrees that any increases in PROJECT costs must be defrayed with ADMINISTERING AGENCY's own funds.
11. ADMINISTERING AGENCY shall use its own non-STATE FUNDS to finance the local share of eligible costs and all PROJECT expenditures or contract items ruled ineligible for financing with STATE FUNDS. STATE shall make the final determination of ADMINISTERING AGENCY's cost eligibility for STATE FUNDED financing with respect to claimed PROJECT costs.
12. ADMINISTERING AGENCY will reimburse STATE for STATE's share of costs for work performed by STATE at the request of ADMINISTERING AGENCY. STATE's costs shall include overhead assessments in accordance with section 8755.1 of the State Administrative Manual.
13. STATE FUNDS allocated by the CTC and/or STATE are subject to the timely use of funds provisions approved in CTC Guidelines and State procedures approved by the CTC and STATE.
14. STATE FUNDS encumbered for PROJECT are available for liquidation only for a limited period from the beginning of the State fiscal year when those funds were appropriated in the State Budget. STATE FUNDS not liquidated within these periods will be reverted unless a Cooperative Work Agreement (CWA) is submitted by ADMINISTERING AGENCY and approved by the California Department of Finance in accordance with Section 16304 of the Government Code. The exact date of fund reversion will be reflected in the STATE signed PROJECT finance letter.
15. Payments to ADMINISTERING AGENCY for PROJECT-related travel and subsistence (per diem) expenses of ADMINISTERING AGENCY forces and its contractors and subcontractors claimed for reimbursement or as local match credit shall not exceed rates authorized to be paid to rank and file STATE employees under current California Department of Human Resources (CaIHR) rules unless a Cooperative Work Agreement (CWA) is submitted by ADMINISTERING AGENCY and approved by the California Department of Finance in accordance with Government Code section 16304. If the rates invoiced by ADMINISTERING AGENCY are in excess
of CaIHR rates, ADMINISTERING AGENCY is responsible for the cost difference, and any overpayments inadvertently paid by STATE shall be reimbursed to STATE by ADMINISTERING AGENCY on demand.
16. ADMINISTERING AGENCY agrees to comply with California Government Code 4525- 4529.14. Administering Agency shall undertake the procedures described in California Government Code 4527(a) and 4528(a). Administering Agency shall also comply with 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles and Audit Requirement for Federal Awards, excluding 2 CFR Part 200.318-200.326.
17. ADMINISTERING AGENCY agrees and will assure that its contractors and subcontractors will be obligated to agree that Contract Cost Principles and Procedures, 48 CFR, Federal Acquisition Regulations System, Chapter 1, Part 31, et seq., shall be used to determine the allowability of individual PROJECT cost items. Every recipient and sub-recipient receiving PROJECT funds under this AGREEMENT shall comply with Federal administrative procedures in accordance with 2 CFR, Part 200, Uniform Administrative Requirements, Cost Principles and Audit Requirement for Federal Awards, excluding 2 CFR Part 200.318-200.326Governments.
ADMINISTERING AGENCY agrees to comply with the provisions set forth in 23 CFR Parts 140, 645 and 646 when contracting with railroad and utility companies.
18. Every recipient and sub-recipient receiving PROJECT funds under this AGREEMENT shall comply with 2 CFR 200 excluding 2 CFR Part 200.318-200.326, 48 CFR Chapter 1, Part 31, LAPM, Public Contract Code (PCC) 10300- 10334 (procurement of goods), PCC 10335-10381 (non-A&E services), California Government Code 4525-4529.5 including 4527(a) and 4528(a), and other applicable STATE regulations.
19. Any PROJECT costs for which ADMINISTERING AGENCY has received payment or credit that are determined by subsequent audit to be questioned, disallowed, or unallowable under 2 CFR, Part 200, 48 CFR, Chapter 1, Part 31, 23 CFR Parts 140, 645 and 646, LAPM, Public Contract Code (PCC) 10300-10334 (procurement of goods), PCC 10335-10381 (non-A&E services), California Government Code 4525-4529.5 including 4527(a) and 4528(a), and other applicable STATE regulations are subject to repayment by ADMINISTERING AGENCY to STATE and may result in STATE imposing sanctions on ADMINISTERING AGENCY as described in Chapter 20 of the Local Assistance Procedures Manual.
20. Should ADMINISTERING AGENCY fail to refund any moneys due upon written demand by STATE as provided herein or should ADMINISTERING AGENCY breach this AGREEMENT by failing to complete PROJECT without adequate justification and approval by STATE, then, within thirty (30) days of demand, or within such other period as may be agreed to in writing between the PARTIES hereto, STATE, acting through the State Controller, the State Treasurer, the CTC or any other public entity or agency, may intercept, withhold and demand the transfer of an amount equal to the amount paid by or owed to STATE for each PROJECT, from future apportionments, or any other funds due ADMINISTERING AGENCY from the Highway Users Tax Fund or any other sources of funds, and/or may also withhold approval of future STATE FUNDED projects proposed by ADMINISTERING AGENCY.
21. Should ADMINISTERING AGENCY be declared to be in breach of this AGREEMENT or otherwise in default thereof by STATE, and if ADMINISTERING AGENCY is
constituted as a joint powers authority, special district, or any other public entity not directly receiving funds through the State Controller, STATE is authorized to obtain reimbursement from whatever sources of funding are available, including the withholding or transfer of funds, from those constituent entities comprising a joint powers authority or by bringing of an action against ADMINISTERING AGENCY or its constituent member entities, to recover all funds provided by STATE hereunder.
22. ADMINISTERING AGENCY acknowledges that the signatory party represents the ADMINISTERING AGENCY and further warrants that there is nothing within a Joint Powers Agreement, by which ADMINISTERING AGENCY was created, if any exists, that would restrict or otherwise limit STATE's ability to recover STATE FUNDS improperly spent by ADMINISTERING AGENCY in contravention of the terms of this AGREEMENT.
ARTICLE V
AUDITS, THIRD PARTY CONTRACTING, RECORDS RETENTION AND REPORTS
1. STATE reserves the right to conduct technical and financial audits of PROJECT work and records and ADMINISTERING AGENCY agrees, and shall require its contractors and subcontractors to agree, to cooperate with STATE by making all appropriate and relevant PROJECT records available for audit and copying as required by paragraph three (3) of Article V.
2. ADMINISTERING AGENCY, its contractors and subcontractors shall establish and maintain a financial management system and records that properly accumulate and segregate reasonable, allowable, and allocable incurred PROJECT costs and matching funds by line item for the PROJECT. The financial management system of ADMINISTERING AGENCY, its contractors and all subcontractors shall conform to Generally Accepted Accounting Principles, enable the determination of incurred costs at interim points of completion, and provide support for reimbursement payment vouchers or invoices sent to or paid by STATE.
3. ADMINISTERING AGENCY, ADMINISTERING AGENCY's contractors and subcontractors, and STATE shall each maintain and make available for inspection and audit by STATE, the California State Auditor, or any duly authorized representative of STATE or the United States, all books, documents, papers, accounting records, and other evidence pertaining to the performance of such contracts, including, but not limited to, the costs of administering those various contracts, and ADMINISTERING AGENCY shall furnish copies thereof if requested. All of the above-referenced parties shall make such AGREEMENT and PROGRAM SUPPLEMENT materials available at their respective offices at all reasonable times during the entire PROJECT period and for three (3) years, or 35 years for Prop 1 B funds, from the date of final payment to ADMINISTERING AGENCY.
4. ADMINISTERING AGENCY shall not award a construction contract over $25,000 on the basis of a noncompetitive negotiation for work to be performed under this AGREEMENT without the prior written approval of STATE. All contracts awarded by ADMINISTERING AGENCY intended or used as local match credit must meet the requirements set forth in this AGREEMENT regarding local match funds.
5. ADMINISTERING AGENCY shall comply with Chapter 10 (commencing with Section 4525) Division 5 of Title 1 of the Government Code and shall undertake the procedures described in California Government Code 4527(a) and 4528(a). Administering Agency shall comply with Chapter 10 of the LAPM for A&E Consultant Contracts.
6. ADMINISTERING AGENCY shall comply with Government Code Division 5 Title 1 sections 4525-4529.5 and shall undertake the procedures described in California Government Code 4527(a) and 4528(a) for procurement of professional service contracts. Administering Agency shall follow Public Contract Code Section 10335-10381 for other professional service contracts.
7. Any subcontract entered into by ADMINISTERING AGENCY as a result of this AGREEMENT shall contain all of the provisions of Article IV, FISCAL PROVISIONS, and this ARTICLE V, AUDITS, THIRD-PARTY CONTRACTING, RECORDS RETENTION AND REPORTS and shall mandate that travel and per diem reimbursements and third- party contract reimbursements to subcontractors will be allowable as PROJECT costs only after those costs are incurred and paid for by the subcontractors.
8. To be eligible for local match credit, ADMINISTERING AGENCY must ensure that local match funds used for a PROJECT meet the fiscal provisions requirements outlined in ARTICLE IV in the same manner that is required of all other PROJECT expenditures.
9. Except as provided in this Article, this AGREEMENT is solely between and for the benefit of the PARTIES and there are no third-party beneficiaries.
ARTICLE VI - MISCELLANEOUS PROVISIONS
1. ADMINISTERING AGENCY agrees to use all PROJECT funds reimbursed hereunder only for transportation purposes that are in conformance with Article XIX of the California State Constitution and other California laws.
2. ADMINISTERING AGENCY shall conform to all applicable State and Federal statutes and regulations, and the Local Assistance Program Guidelines and Local Assistance Procedures Manual as published by STATE and incorporated herein, including all subsequent approved revisions thereto applicable to PROJECT unless otherwise designated in the project-specific executed PROJECT SUPPLEMENT.
3. This AGREEMENT is subject to any additional restrictions, limitations, conditions, or any statute enacted by the State Legislature or adopted by the CTC that may affect the provisions, terms, or funding of this AGREEMENT in any manner.
4. ADMINISTERING AGENCY and the officers and employees of ADMINISTERING AGENCY, when engaged in the performance of this AGREEMENT, shall act in an independent capacity and not as officers, employees or agents of STATE.
5. Each project-specific PROGRAM SUPPLEMENT shall separately establish the terms and funding limits for each described PROJECT funded under this AGREEMENT and that PROGRAM SUPPLEMENT. No STATE FUNDS are obligated against this AGREEMENT.
6. ADMINISTERING AGENCY certifies that neither ADMINISTERING AGENCY nor its principals are suspended or debarred at the time of the execution of this AGREEMENT, and ADMINISTERING AGENCY agrees that it will notify STATE immediately in the event a suspension or a debarment occurs after the execution of this AGREEMENT.
7. ADMINISTERING AGENCY certifies, by execution of this AGREEMENT, that no person or selling agency has been employed or retained to solicit or secure this AGREEMENT upon an agreement or understanding for a commission, percentage, brokerage, or contingent fee, excepting bona fide employees or bona fide established commercial or selling agencies maintained by ADMINISTERING AGENCY for the purpose of securing business. For breach or violation of this warranty, STATE has the right to annul this AGREEMENT without liability, pay only for the value of the PROJECT work actually performed, or in STATE's discretion, to deduct from the price of PROGRAM SUPPLEMENT consideration, or otherwise recover, the full amount of such commission, percentage, brokerage, or contingent fee.
8. In accordance with Public Contract Code section 10296, ADMINISTERING AGENCY hereby certifies under penalty of perjury that no more than one final unappealable finding of contempt of court by a federal court has been issued against ADMINISTERING AGENCY within the immediate preceding two (2) year period because of ADMINISTERING AGENCY's failure to comply with an order of a federal court that orders ADMINISTERING AGENCY to comply with an order of the National Labor Relations Board.
9. ADMINISTERING AGENCY shall disclose any financial, business, or other relationship with STATE that may have an impact upon the outcome of this AGREEMENT or any individual PROJECT encompassed within a PROGRAM SUPPLEMENT. ADMINISTERING AGENCY shall also list current contractors who may have a financial interest in the outcome of a PROJECT undertaken pursuant to this AGREEMENT. These disclosures shall be delivered to STATE in a form deemed acceptable by the STATE prior to execution of this AGREEMENT.
10. ADMINISTERING AGENCY hereby certifies that it does not have, nor shall it acquire, any financial or business interest that would conflict with the performance of any PROJECT initiated under this AGREEMENT.
11. ADMINISTERING AGENCY certifies that this AGREEMENT was not obtained or secured through rebates, kickbacks or other unlawful consideration either promised or paid to any STATE employee. For breach or violation of this warranty, STATE shall have the right, in its sole discretion, to terminate this AGREEMENT without liability, to pay only for PROJECT work actually performed, or to deduct from a PROGRAM SUPPLEMENT price or otherwise recover the full amount of such rebate, kickback, or other unlawful consideration.
12. Any dispute concerning a question of fact arising under this AGREEMENT that is not disposed of by agreement shall be decided by the STATE's Contract Manager, who shall be identified to ADMINISTERING AGENCY at the time of execution of this AGREEMENT and, as applicable , any time that Contract Manager changes during the duration of this AGREEMENT who may consider any written or verbal evidence submitted by ADMINISTERING AGENCY.
The decision of the Contract Manager, issued in writing, shall be conclusive and binding on the PARTIES on all questions of fact considered and determined by the Contract Manager.
13. Neither the pendency of a dispute nor its consideration by the Contract Manager will excuse the ADMINISTERING AGENCY from full and timely performance in accordance with the terms of this AGREEMENT and each PROGRAM SUPPLEMENT.
14. Neither STATE nor any officer or employee thereof is responsible for any injury, damage or liability occurring by reason of anything done or omitted to be done by ADMINISTERING AGENCY under or in connection with any work, authority or jurisdiction of ADMINISTERING AGENCY arising under this AGREEMENT. It is understood and agreed that ADMINISTERING AGENCY shall fully defend, indemnify and save harmless STATE and all of its officers and employees from all claims and suits or actions of every name, kind and description brought forth under, including but not limited to, tortious, contractual, inverse condemnation or other theories or assertions of liability occurring by reason of anything done or omitted to be done by ADMINISTERING AGENCY under this AGREEMENT.
15. Neither ADMINISTERING AGENCY nor any officer or employee thereof is responsible for any injury, damage or liability occurring by reason of anything done or omitted to be done by STATE, under or in connection with any work, authority or jurisdiction arising under this AGREEMENT. It is understood and agreed that STATE shall fully defend, indemnify and save harmless the ADMINISTERING AGENCY and all of its officers and employees from all claims, suits or actions of every name, kind and description brought forth under, including but not limited to, tortious, contractual, inverse condemnation and other theories or assertions of liability occurring by reason of anything done or omitted to be done by STATE under this AGREEMENT.
16. In the event of (a) ADMINISTERING AGENCY failing to timely proceed with effective PROJECT work in accordance with the project-specific PROGRAM SUPPLEMENT; (b) failing to maintain any applicable bonding requirements; and (c) otherwise materially violating the terms and conditions of this AGREEMENT and/or any PROGRAM SUPPLEMENT, STATE reserves the right to terminate funding for that PROJECT upon thirty (30) days' written notice to ADMINISTERING AGENCY.
17. No termination notice shall become effective if, within thirty (30) days after receipt of a Notice of Termination, ADMINISTERING AGENCY either cures the default involved or, if the default is not reasonably susceptible of cure within said thirty (30) day period the ADMINISTERING AGENCY proceeds thereafter to complete that cure in a manner and time line acceptable to STATE.
18. Any such termination shall be accomplished by delivery to ADMINISTERING AGENCY of a Notice of Termination, which notice shall become effective not less than thirty (30) days after receipt, specifying the reason for the termination, the
extent to which funding of work under this AGREEMENT and the applicable PROGRAM SUPPLEMENT is terminated and the date upon which such termination becomes effective, if beyond thirty (30) days after receipt. During the period before the effective termination date, ADMINISTERING AGENCY and STATE shall meet to attempt to resolve any dispute. In the event of such termination, STATE may proceed with the PROJECT work in a manner deemed proper by STATE. If STATE terminates funding for PROJECT with ADMINISTERING AGENCY for the reasons stated in paragraph sixteen (16) of ARTICLE VI, STATE shall pay ADMINISTERING AGENCY the sum due ADMINISTERING AGENCY under the PROGRAM SUPPLEMENT and/or STATE-approved finance letter prior to termination, provided, however, ADMINISTERING AGENCY is not in default of the terms and conditions of this AGREEMENT or the project-specific PROGRAM SUPPLEMENT and that the cost of any PROJECT completion to STATE shall first be deducted from any sum due ADMINISTERING AGENCY.
19. In the case of inconsistency or conflicts with the terms of this AGREEMENT and that of a project-specific PROGRAM SUPPLEMENT and/or Cooperative Agreement, the terms stated in that PROGRAM SUPPLEMENT and/or Cooperative Agreement shall prevail over those in this AGREEMENT.
20. Without the written consent of STATE, this AGREEMENT is not assignable by ADMINISTERING AGENCY either in whole or in part.
21. No alteration or variation of the terms of this AGREEMENT shall be valid unless made in writing and signed by the PARTIES, and no oral understanding or agreement not incorporated herein shall be binding on any of the PARTIES.
IN WITNESS WHEREOF, the parties have executed this AGREEMENT by their duly authorized officer.
STATE OF CALIFORNIA City of Upland
DEPARTMENT OF TRANSPORTATION
By 7�� 3u� B
Senior Transportation Engineer {)c'
for Chief, Office of Project Implementation City Upland Division of Local Assistance Representative Name & Title (Authorized Governing Body Representative)
Date 10/17/2022 Date
EXHIBIT A - FAIR EMPLOYMENT PRACTICES ADDENDUM
1. In the performance of this Agreement, ADMINISTERING AGENCY will not discriminate against any employee for employment on account of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status. ADMINISTERING AGENCY will take affirmative action to ensure that employees are treated during employment without regard to their race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status. Such action shall include, but not be limited to, the following:
employment; upgrading; demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. ADMINISTERING AGENCY shall post in conspicuous places, available to employees for employment, notices to be provided by STATE setting forth the provisions of this Fair Employment section.
2. ADMINISTERING AGENCY, its contractor(s) and all subcontractors shall comply with the provisions of the Fair Employment and Housing Act (Gov. Code, 12900 et seq.), and the applicable regulations promulgated thereunder (Cal. Code Regs., Title 2, 11000, et seq.). The applicable regulations of the Fair Employment and Housing Commission implementing Government Code section 12900(a-f), set forth in Chapter 5 of Division 4 of Title 2 of the California Code of Regulations are incorporated into this AGREEMENT by reference and made a part hereof as if set forth in full. Each of the ADMINISTERING AGENCY'S contractors and all subcontractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreements, as appropriate.
3. ADMINISTERING AGENCY shall include the nondiscrimination and compliance provisions of this clause in all contracts and subcontracts to perform work under this AGREEMENT.
4. ADMINISTERING AGENCY will permit access to the records of employment, employment advertisements, application forms, and other pertinent data and records by STATE, the State Fair Employment and Housing Commission, or any other agency of the State of California designated by STATE, for the purposes of investigation to ascertain compliance with the Fair Employment section of this Agreement.
5. Remedies for Willful Violation:
(a) STATE may determine a willful violation of the Fair Employment provision to have occurred upon receipt of a final judgment to that effect from a court in an action to which ADMINISTERING AGENCY was a party, or upon receipt of a written notice from the Fair Employment and Housing Commission that it has investigated and determined that ADMINISTERING AGENCY has violated the Fair Employment Practices Act.
(b) For willful violation of this Fair Employment Provision, STATE shall have the right to terminate this Agreement either in whole or in part, and any loss or damage sustained by STATE in securing the goods or services thereunder shall be borne and paid for by ADMINISTERING AGENCY and by the surety under the performance bond, if any, and STATE may deduct from any moneys due or thereafter may become due to ADMINISTERING AGENCY, the difference between the price named in the Agreement and the actual cost thereof to STATE to cure ADMINISTERING AGENCY's breach of this Agreement.
RESOLUTION NO. 6692
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UPLAND, STATE OF CALIFORNIA, AUTHORIZING THE CITY
MANAGER TO EXECUTE AGREEMENTS FOR THE LOCAL
ROAD SAFETY PLAN PROGRAM
WHEREAS, the California Department of Transportation (Caltrans) established the Local Roadway Safety Plan (LRSP) in 2019 to provide funding for local agencies to identify safety needs and recommend projects to address these needs.
The LRSP program evolved from the state-funded Systemic Safety Analysis Report Program (SSARP) established in 2016. Both of these programs were developed to enable identification of safety needs at the local level in support of the California Strategic Highway Safety Plan (SHSP); and
WHEREAS, the purpose of the LRSP grant is to achieve a significant reduction in traffic fatalities and serious injuries on all public roads, including street intersections that are controlled and non-controlled, used by the public for local traffic and commuting; and
WHEREAS, the City applied for and was awarded a $58,500 LRSP grant for proposed Plan to study roadway safety improvements at intersections city wide; and WHEREAS, various Agreements must be executed within the grant program so that that City can perform the work and prepare the plan.
NOW, THEREFORE, the City Council of the City of Upland hereby finds, determines and resolves as follows:
Section 1. That the City Council hereby authorizes the City Manager to execute all agreements pertaining to the Local Road Safety Plan Project.
Section 2. Compliance with California Environmental Quality Act. The City Council finds that this Resolution is not subject to the California Environmental Quality Act ("CEQA") pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly. Further, if the activity is deemed a project this City Council finds that this Resolution is exempt pursuant to Section 15061(b)(3) of the State CEQA Guidelines.
Section 3. Certification. The City Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions.
Section 4. Severability. If any section, subsection, subdivision, sentence, or clause or phrase in this Resolution or any part thereof is for any reason held to be unconstitutional, invalid or ineffective by any court of competent jurisdiction, such decision shall not affect the validity or effectiveness of the remaining portions of this Resolution or any part thereof. The City Council hereby declares that it would
Resolution No. 6692
have adopted each section irrespective of the fact that any one or more subsections, subdivisions, sentences, clauses, or phrases are declared unconstitutional, invalid, or ineffective.
Section 5. Effective Date. This Resolution shall become effective immediately.
PASSED, APPROVED AND ADOPTED this 10th day of October 2022.
Bill Velto, Mayor
I, Keri Johnson, City Clerk of the City of Upland, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council held on the 10th day of October 2022, by the following vote:
AYES: Mayor Velto, Councilmembers Maust, Elliott, Garcia, Zuniga NOES: None
ABSENT: None
ABSTAINED: None
ATTEST: '
Keri Johnson, City C _
4��a �p19� CITY UPLAND
�5, _�� "The City of Gracious Living"
C,,tIFOB,S
'• Staff(krctill
DATE: January 22,2024
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:BRADEN YU,PUBLIC WORKS DIRECTOR
ALAN FRENCH,PRINCIPAL ENGINEER
YESENIA DIAZ,ASSISTANT ENGINEER
SUBJECT: APPROVAL OF PARCEL MAP 20278 AND SUBDIVISION AGREEMENT,LOCATED AT 1160E 19TH
RECOMMENDED ACTION:
It is recommended that the City Council approve Tract Map 20278 for recordation and authorize the City Manager to sign the subdivision agreement.
GOAL STATEMENT
The proposed action supports the City's goal to adhere to a review schedule for the processing of development proposals in an efficient,professionally responsive,and courteous manner.
BACKGROUND
On December 9,2020,the Planning Commission adopted Resolution No.4936 approving Development Plan Review No.20-0008 and TTM 20278,to allow a seven story,60-unit condominium structure over two levels of subterranean garage parking on one parcel for property within a mixed-use zone at 1160 E. 19t'Street.
ISSUES AND ANALYSIS
The final map approval and recordation will allow for the sale of the 60 units to be constructed. The final map is in conformance with the conditions of approval. The frontage improvements on 19t'Street are existing and easements for shared access and utilities for each project are shown on the map. The Subdivision Agreement and a cash monumentation bond in the amount of$3,000 has been received by the City.
ENVIRONMENTAL DETERMINATION
The City conducted an environmental assessment for the proposed Project in accordance with the California Environmental Quality Act(CEQA)Guidelines,as amended. This Project site was evaluated as part of The Colonies at San Antonio Specific Plan Environmental Impact Report,State Clearinghouse No. 1998051075,which was certified by the City Council in 2002. In 2018, the City approved an Addendum to the 2002 EIR to address the potential environmental impacts associated with the minor technical changes to development of PA-4(the"PA-4 Project").The minor changes included the development of PA-4 with 5.78 acres of apartment units,condominiums,parking spaces, and commercial uses,rather than 6 acres of luxury attached housing described in the 2002 EIR.The proposed Project is consistent with the Addendum.Consistency means that:(a)no substantial changes are proposed in the Project which will require major revisions of the EIR; (b) no substantial changes have occurred with respect to the circumstances under which the Project is being undertaken which will require major revisions in the EIR;and(c)no new information of substantial importance which was not known and could not have been known at the time the previous EIR was certified has become available.As a separate and independent basis,the project is exempt from further environmental review under CEQA pursuant to CEQA Guidelines Section 15183 (Projects Consistent with a Community Plan, General Plan or Zoning)and CEQA Guidelines Section 15182(Project consistent with a Specific Plan).
FISCAL IMPACTS
There is no fiscal impact associated with this action.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:The project is exempt from environmental review under CEQA pursuant to CEQA Guidelines Section 15183 (Projects Consistent with a Community Plan,General Plan or Zoning)and CEQA Guidelines Section 15182(Project consistent with a Specific Plan).
1 NUMBERED LOT SHEET 1 OF 3 SHEETS 1 .282 ACRES GROSS TRACT MAP NO • 20278 1 .282 ACRES NET IN THE CITY OF UPLAND , COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA.
BEING A SUBDIVISION OF PARCEL 1 OF PARCEL MAP NO. 19856, AS PER PLAT RECORDED IN BOOK 252, PAGES 9 AND 10, INCLUSIVE, OF PARCEL MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY.
FOR CONDOMINIUM PURPOSES
MADOLE AND ASSOCIATES, INC.
ANTHONY HARO, PLS 7635 DATE OF SURVEY: OCTOBER, 2022 OWNER'S STATEMENT: CITY ENGINEER'S STATEMENT: CITY CLERK'S CERTIFICATE:
WE HEREBY STATE THAT WE ARE THE ONLY PARTIES HAVING ANY RECORD TITLE INTEREST IN THE LAND INCLUDED I HEREBY CERTIFY THAT I HAVE EXAMINED THE ANNEXED MAP AND THAT THE SUBDIVISION SHOWN HEREON IS SUBSTANTIALLY I HEREBY CERTIFY THAT THE CITY COUNCIL OF THE CITY OF UPLAND BY A MOTION DULY SECONDED AND WITHIN THE SUBDIVISION SHOWN HEREON, THAT WE ARE THE ONLY PERSONS WHOSE CONSENT IS NECESSARY TO PASS THE SAME AS IT APPEARED ON THE TENTATIVE MAP AND ANY APPROVED ALTERATIONS THEREOF AND THAT ALL PROVISIONS OF PASSED, APPROVED THE ATTACHED MAP ON THE DAY OF , 202_, AND FOUND THIS A CLEAR TITLE TO SAID LAND, AND THAT WE CONSENT TO THE MAKING AND RECORDING OF THIS SUBDIVISION MAP AS THE SUBDIVISION MAP ACT AND CITY OF UPLAND MUNICIPAL CODE HAVE BEEN COMPLIED WITH. MAP TO BE CONSISTENT WITH APPLICABLE GENERAL OR SPECIFIC PLANS OF THE CITY OF UPLAND.
SHOWN WITHIN THE DISTINCTIVE BORDER LINE.
QROF ESS/ON
BY: THE COLONIES PARTNERS, L.P., A CALIFORNIA LIMITED PARTNERSHIP FKA SAN ANTONIO LAKES PARTNERS, LTD., DATED: BY: �� No. 9455 o OF SAN BERNARDINO, STATE OF CALIFORNIA, HELD ON THE ___ DAY OF , 202_.
NOTARY ACKNOWLEDGMENT P.L.S. NO. 9455 *4. ,� A NOTARY PUBLIC OR OTHER OFFICER COMPLETING THIS CERTIFICATE VERIFIES ONLY THE IDENTITY OF THE s>. �P DATED:
INDIVIDUAL WHO SIGNED THE DOCUMENT TO WHICH THIS CERTIFICATE IS ATTACHED, AND NOT THEgTFOFCAL0E-� TRUTHFULNESS, ACCURACY, OR VALIDITY OF THAT DOCUMENT. BOARD OF SUPERVISOR'S CERTIFICATE: ROBERT DALQUEST I HEREBY CERTIFY THAT A BOND IN THE SUM OF $ HAS BEEN EXECUTED AND FILED WITH THE BOARD OF SECRETARY OF PLANNING COMMISSION
CITY OF UPLAND, CALIFORNIA
STATE OF SUPERVISORS OF SAN BERNARDINO COUNTY, STATE OF CALIFORNIA, CONDITIONED UPON THE PAYMENT OF ALL TAXES (STATE,
COUNTY MUNICIPAL, OR LOCAL) AND ALL SPECIAL ASSESSMENTS, COLLECTED AS TAXES, WHICH AT THE TIME OF FILING OF COUNTY OF THIS MAP WITH THE SAN BERNARDINO COUNTY ASSESSOR-RECORDER-COUNTY CLERK, ARE A LIEN AGAINST SAID PROPERTY, SOILS REPORT:
BUT NOT YET PAYABLE, AND THAT THE SUBDIVIDER HAS FILED WITH ME A CERTIFICATE BY THE PROPER OFFICER, GIVING HIS ESTIMATE OF THE AMOUNT OF SAID TAXES AND SPECIAL ASSESSMENTS, AND SAID BOND IS HEREBY ACCEPTED. PURSUANT TO THE PROVISIONS OF SECTION 66434.5 OF THE SUBDIVISION MAP ACT, A SOILS REPORT BY ON BEFORE ME, , GEOCON WEST, INC., DATED JUNE 4, 2019, HAS BEEN PREPARED FOR THIS SUBDIVISION AND IS ON FILE (DATE) (NAME AND TITLE OF THE OFFICER) WITH THE BUILDING DEPARTMENT OF THE CITY OF UPLAND.
DATED: LYNNA MONELL
PERSONALLY APPEARED CLERK OF THE BOARD OF SUPERVISORS (NAME OF PERSON SIGNING) SAN BERNARDINO COUNTY
WHO PROVED TO ME ON THE BASIS OF SATISFACTORY EVIDENCE TO BE THE PERSON(S) WHOSE NAME(S) IS/ARE SUBSCRIBED TO THE WITHIN INSTRUMENT AND ACKNOWLEDGED TO ME THAT HE/SHE/THEY EXECUTED THE SAME BY: , DEPUTY
IN HIS/HER/THEIR AUTHORIZED CAPACITY(IES), AND THAT BY HIS/HER/THEIR SIGNATURE(S) ON THE INSTRUMENT
THE PERSON(S), OR THE ENTITY UPON BEHALF OF WHICH THE PERSON(S) ACTED, EXECUTED THE INSTRUMENT I CERTIFY UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIA THAT THE FOREGOING AUDITOR-CONTROLLER/TREASURER/TAX COLLECTOR'S CERTIFICATE:
PARAGRAPH IS TRUE AND CORRECT.
I HEREBY CERTIFY THAT ACCORDING TO THE RECORDS OF THIS OFFICE AS OF THIS DATE, THERE ARE NO LIENS AGAINST THE WITNESS MY HAND REAL PROPERTY SHOWN UPON THIS MAP FOR UNPAID STATE, COUNTY, MUNICIPAL, OR LOCAL TAXES OR SPECIAL ASSESSMENTS COLLECTED AS TAXES, EXCEPT TAXES OR SPECIAL ASSESSMENTS, NOT YET PAYABLE, ESTIMATED TO BE $ .
SIGNATURE OF OFFICER
NAME OF NOTARY: DATED: BY:
ENSEN MASON
MY PRINCIPAL PLACE OF BUSINESS IS IN COUNTY. AUDITOR—CONTROLLER/TREASURER/TAX COLLECTOR
SAN BERNARDINO COUNTY
MY COMMISSION NUMBER:
BY: , DEPUTY
MY COMMISSION EXPIRES: / /
SIGNATURE OMISSIONS:
PURSUANT TO THE PROVISIONS OF SECTION 66436(a)(3)(A)(i-viii) OF THE SUBDIVISION MAP ACT, THE FOLLOWING SIGNATURES HAVE BEEN OMITTED AS THEIR INTERESTS CANNOT RIPEN INTO A FEE.
1. CITY OF UPLAND, HOLDER OF AN EASEMENT FOR PUBLIC UTILITY PURPOSES AS SHOWN ON PARCEL MAP NO.
SURVEYOR'S STATEMENT: 19856, FILED IN BOOK 252, PAGES 9 AND 10, INCLUSIVE, OF PARCEL MAPS.
THIS MAP WAS PREPARED BY ME OR UNDER MY DIRECTION AND IS BASED UPON A FIELD SURVEY IN 2. CITY OF UPLAND, HOLDER OF AN EASEMENT FOR EMERGENCY INGRESS/EGRESS ACCESS PURPOSES AS SHOWN CONFORMANCE WITH THE REQUIREMENTS OF THE SUBDIVISION MAP ACT AND LOCAL ORDINANCE AT THE REQUEST ON PARCEL MAP NO. 19856, FILED IN BOOK 252, PAGES 9 AND 10, INCLUSIVE, OF PARCEL MAPS.
OF THE COLONIES PARTNERS, L.P., A CALIFORNIA LIMITED PARTNERSHIP, IN OCTOBER, 2022. I HEREBY STATE SAN BERNARDINO COUNTY RECORDER'S CERTIFICATE :
THAT ALL THE MONUMENTS SHOWN HEREON ARE OF THE CHARACTER AND OCCUPY THE POSITIONS INDICATED, 3. OWNER OF PARCEL 2 OF PARCEL MAP NO. 19856, FILED IN BOOK 252, PAGES 9 AND 10, HOLDER OF AN THIS MAP HAS BEEN FILED UNDER DOCUMENT NUMBER OR WILL BE SET IN SUCH POSITIONS WITHIN TWO YEARS OF RECORDATION, IN COMPLIANCE WITH SECTIONS EASEMENT FOR SHARED VEHICULAR INGRESS/EGRESS ACCESS PURPOSES AS SHOWN ON A DEED RECORDED ON 66495 AND 66496 OF THE SUBDIVISION MAP ACT; AND THAT SAID MONUMENTS ARE OR WILL BE SUFFICIENT TO APRIL 19, 2019 AS INSTRUMENT NO. 2019-0122884, O.R. THIS DAY OF , 20 , AT .M.
ENABLE THE SURVEY TO BE RETRACED. I HEREBY STATE THAT THIS FINAL MAP SUBSTANTIALLY CONFORMS TO IN BOOK OF , AT PAGES THE CONDITIONALLY APPROVED TENTATIVE MAP.
AT THE REQUEST OF
S‘oNAL LAND S� IN THE AMOUNT OF $ DATED: BY: �5 ,o N Y ti .,pL
ANTHONY HARO P.L.S. 7635 ,c? 9-p o
Q Q No. 7635 013 CHRISTOPHER WILHITE ASSESSOR—RECORDER—CLERK
* * SAN BERNARDINO COUNTY P
Tgr 4'OFCAL\Fs\ BY:
DEPUTY RECORDER
1 NUMBERED LOT SHEET 2 OF 3 SHEETS 1 .282 ACRES GROSS TRACT MAP
1 .282 ACRES NET IN THE CITY OF UPLAND , COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA. \ i ,v,,,,
BEING A SUBDIVISION OF PARCEL 1 OF PARCEL MAP NO. 19856, AS PER PLAT RECORDED IN BOOK 252, PAGES ..
9 AND 10, INCLUSIVE, OF PARCEL MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY.
FOR CONDOMINIUM PURPOSES
BASIS OF BEARINGS MADOLE AND ASSOCIATES, INC.
THE BEARING OF N62°24'56"E ALONG THE CENTERLINE OF CAMPUS ANTHONY HARO, PLS 7635 DATE OF SURVEY: OCTOBER, 2022 AVENUE, AS SHOWN ON TRACT MAP NO. 16198-2 M.B. 324/77-79, WAS USED AS THE BASIS OF BEARINGS FOR THIS MAP. P\1CC%- vS .
SURVEYOR'S NOTES �R�N�S>1 s \ J INDICATES MEASURED AND RECORD DISTANCE PER TRACT MAP NO. pF 6F' 9�i�� ( ) 16198-2, M.B. 324/77-79. `gPS��6`L`Ii� 9� ` • INDICATES FOUND 1" IRON PIPE L.S. 4430, PER TR. NO. 16198-2, \ M.B. 324/77-79.
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■ INDICATES FOUND 1" IRON PIPE P.L.S. 7635, FLUSH, PER PARCEL iIQp00/ OOnM�Q�°3000 MAP NO. 19856, P.M.B. 252/9-10. — ���� / cSi-
LEGEND — — — — — ��� p5i55-' /� ,�9�.
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1 INDICATES LOT NUMBER �� 7/- (d=89° - - — $R;899g2� FARCE D INDICATES EXISTING PARCEL NUMBER i — — ��8—L 1398.97 R 899_92 ) A_31.20'33 L-492 AND RECORD MAP INFORMATION �� =31°20'31" L=492.27' R=899.92 --- AND I Map DEV I II <v I 1 L° ., /i,/// // `II � 1 I A �g� \ ,,,,,
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LTR. DESCRIPTION v; \ A PUBLIC UTILITY EASEMENT, OF VARIABLE WIDTH, TO THE CITY OF rn ?AMA s, \ \ \N/ UPLAND, PER PARCEL MAP 19856 P.M.B. 252/9-10. W ?AffeEMAP 210060 A \ -- - / AN EMERGENCY INGRESS/EGRESS ACCESS EASEMENT, OF VARIABLE WIDTH, (2.M,.o3,2262200-'0) \ \ �� "/ PER PARCEL MAP 19856 P.M.B. 252/9-10. o \ 50 -- ' r' TO THE CITY OF UPLAND, a, 71 A PRIVATE ON-SITE EASEMENT FOR SHARED VEHICULAR INGRESS/EGRESS ✓ \ i 26') ACCESS, AS PER DOCUMENT RECORDED APRIL 19, 2019 AS INSTRUMENT 1,48»E 12 NO. 2019-0122884 OF OFFICIAL RECORDS. (�� / -- `Nl4°4 A NON-EXCLUSIVE SEWER EASEMENT, 20 FEET WIDE, AS PER DOCUMENT Osr- rn� (.0 RECORDED APRIL 19, 2019 AS INSTRUMENT NO. 2019-0122885 OF �6'� (1bP 6�rk\ OFFICIAL RECORDS. & �96 AN INGRESS EGRESS EASEMENT, OF VARIABLE WIDTH, AS PER DOCUMENT �`�/ 52E RECORDED APRIL 19, 2019 AS INSTRUMENT NO. 2019-0122738 OF J L2 55;I9 �N691$ G°1C� IQDG�DC�G°3 OFFICIAL RECORDS. L3 PARCH, 17 L27 Y DED0 -2
(4 o. 32J/II 7g)
1 NUMBERED LOT SHEET 3 OF 3 SHEETS 1 .282 ACRES GROSS TRACT MAP NO • 20278 1 .282 ACRES NET IN THE CITY OF UPLAND , COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA.
BEING A SUBDIVISION OF PARCEL 1 OF PARCEL MAP NO. 19856, AS PER PLAT RECORDED IN BOOK 252, PAGES o 9 AND 10, INCLUSIVE, OF PARCEL MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY. N- FOR CONDOMINIUM PURPOSES _ S19°(Rj2-\ I`(Rj35"E ii - EASEMENT DETAILS \ o S17°(Rj c J
S15°18 22 W CL E. 19TH STREET c'" (R) N40°52'23"W
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o 7 C17 -I _c16 / O - C15 \ 41 / / CURVE TABLE CURVE TABLE � \--j1c° / /^ NO. DELTA RADIUS LENGTH NO. DELTA RADIUS LENGTH �\ r zd/ / 20 a> --1 \ 0 40' 80' � , Cl 00°45'46" 899.92' 11.98' C20 06°20'53" 192.74' 21.35' (A �--� / / \ (B� i'3\c, SCALE IN FEET R A' _ N C2 04°05'39" 899.92' 64.31' C21 09°11'49" 137.40' 22.06' - / l `flpIME 0 , „ „ . / S70°20'32"E / `� GAG 10, '?MAl7 i%0000 C3 12°30'14" 113.80' 24.84' C22 02°36 45 160.92' 7.34'� w S55°25'23"E t. S66°58'18"E (R) Lii (pGv1Q 2252200=�0� �-, C4 77°46'12" 45.00' 61.08' C23 94°59'09" 20.00' 33.16' \ (R) -1(-)/ (R-C19)� )7 p N
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o C5 44°32'41" 19.00' 14.77' C24 49°43'42" 46.00' 39.92' \ S60°04'17"E �' o Z C6 167°35'33" 28.00' 81.90' C25 68°25'30" 46.00' 54.94' \ \ / S59°22'07"E (R-C20( / z
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1 S49°45'49"E` vti �,�b �- C8 68°25'30" 20.00' 23.88' C27 05°31'03" 45.00' 4.33' \(R C22)
\ o1 l C22 G�� L6 \S C9 05°31'03" 20.00' 1.93' C28 57°54'49" 20.00' 20.22' .41 s 0�
LTR. DESCRIPTION a�;
A PUBLIC UTILITY EASEMENT, OF VARIABLE WIDTH, TO THE CITY OF C16 01°16'28" 899.92' 20.02' C35 09°09'28" 19.00' 3.04' o n 252/9-10. \\� \
UPLAND, PER PARCEL MAP 19856 P.M.B. �\ c9 co C17 06°03'52" 899.92' 95.25' C36 05°34'35" 20.00' 1.95' / AN EMERGENCY INGRESS/EGRESS ACCESS EASEMENT, OF VARIABLE WIDTH, o o, / \ D/ TO THE CITY OF UPLAND, PER PARCEL MAP 19856 P.M.B. 252/9-10. \ C18 29°00'50" 38.49' 19.49' C37 72°12'49" 20.00' 25.21' �, A PRIVATE ON-SITE EASEMENT FOR SHARED VEHICULAR INGRESS/EGRESS \,$ o ,9 ACCESS, AS PER DOCUMENT RECORDED APRIL 19, 2019 AS INSTRUMENT r C19 03°22'14" 305.15' 17.95' co NO. 2019-0122884 OF OFFICIAL RECORDS. \ \'''.. M.
A NON-EXCLUSIVE SEWER EASEMENT, 20 FEET WIDE, AS PER DOCUMENT ?, �9 UNE TABLE UNE TABLE 26' \D/ RECORDED APRIL 19, 2019 AS INSTRUMENT NO. 2019-0122885 OF oo \,1, UNE BEARING LENGTH UNE BEARING LENGTH '�OFFICIAL RECORDS. r' v� L1 N43°11'35"W 27.16' L10 N38°32'55"E 18.62' co C7AN INGRESS/EGRESS EASEMENT, OF VARIABLE WIDTH, AS PER DOCUMENT LOT 1 �� L2 N13°45'33"E 11.38' L11 N36°02'38"W 13.49' _/ .v.
RECORDED APRIL 19, 2019 AS INSTRUMENT NO. 2019-0122738 OF -,\ \ L3 N70°19'25"E 21.34' L12 N20°01'54"W 26.00' / - OFFICIAL RECORDS. ow 0 L4 N70°19'25"E 25.36' L13 N20°01'54"W 20.00' / B \ L5 N43°11'35"W 4.87' /
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\C6
SUBDIVISION AGREEMENT
Tract Map Number 20278
THIS AGREEMENT is entered into as of this day of 20 by and between Colonies Partners LP, a California Limited Partnership, 10621 Civic Center Dr, Rancho Cucamonga Ca. 91730 (hereinafter referred to as "Subdivider") and the CITY OF UPLAND, a municipal corporation (hereinafter referred to as the "City").
A. Recitals
(i) The City approved a Tentative Tract Map pursuant to the California Subdivision Map Act as set forth in California Government Code Section 66410 et. seq. ("Map Act") identified as Tentative Tract Number 20278 in the City of Upland, State of California; and
(ii) Subdivider seeks approval of a Final Tract under the Map Act identified as Final Tract Map Number 20278
B. Agreement
It is agreed by and between the parties hereto as follows:
1. In consideration of the City's approval of and filing Tentative Subdivision Map Number 20278 and Final Tract Number 20278 , Subdivider undertakes and agrees that it will, at Subdivider's sole cost and expense, design, construct and install all the improvements in accordance with the plans, specifications on file with the City, incorporated herein and made a part hereof, and including all conditions of approval required by the Planning Commission and City Council of the City of Upland.
2. Subdivider also undertakes and agrees upon the same consideration to design, construct and install all improvements in accordance with the ordinances and regulations of the City, and to do all other and further acts required of it pursuant to this Agreement.
3. Subdivider agrees in connection therewith to pay or cause to be paid all amounts becoming due to contractors, subcontractors, and persons renting equipment or furnishing labor or materials to the foregoing Final Parcel with respect to such improvements.
4. Subdivider agrees that all such improvements shall be constructed and completed in accordance with the city standards required by the City Engineer.
In case of dispute, the good faith judgment of the City Engineer shall be final and binding upon the parties.
5. Subdivider undertakes and agrees that all of the work of improvement shall be completed within three hundred sixty five (365) days from the date of execution of this Agreement.
6. Should Subdivider fail to comply with any of the terms or provisions of this Agreement, Subdivider shall be liable to the City for the reasonable value of any work or improvements not completed or improperly done or performed. In the event of any such failure, the City shall give to Subdivider written notice thereof.
Unless the work or improvements covered by said notice, including defective work and improvements, are commenced by Subdivider within fifteen (15) days of the date of said notice and diligently prosecuted to completion, the City may at its option:
Revised: August 17, 20-rage 195 of 332
a) Collect from Subdivider the reasonable value of the work and improvements not so done and performed by Subdivider, to be measured by the anticipated costs and expenses of completing the same; or b) The City may complete said work and improvements not so completed by Subdivider and collect its costs and expenses in completing the same; or
c) The City may, as to some of such work and improvements, proceed under remedy (a) above, and as to the remainder, under remedy (b) above.
The City may change any election prior to trial of any lawsuit, and prior thereto no election of remedies shall be binding upon the City. In either event, there shall be included in said "costs and expenses," the reasonable overhead expenses of the City. In addition to the foregoing, Subdivider shall be liable to the City for reasonable attorneys' fees and court costs incurred by the City in enforcing the obligations of Subdivider under this Agreement.
7. All slope banks over three (3) feet in vertical height within said Parcel Map shall be landscaped with landscaping approved by the City Engineer. Sprinklers shall be installed on all slopes over three (3) feet in vertical height along arterial streets and shall be of a type and according to a sprinkler plan approved by the City Engineer, with sprinkler turn-ons at the tops of the slopes, and connected with the remainder of the water systems of the lots of which such slopes are a part.
8. Subdivider shall, at its sole cost and expense, secure and furnish to the City, bonds in a form approved by the City, executed by a corporation authorized to transact surety business within the State of California, for the following amounts and purposes:
(a) A bond in the amount of $ 0 guaranteeing full performance of all the terms of this Agreement, see Performance Bond No. . (b) A bond in the amount of $ 0 securing payment to the contractor, his subcontractor and to persons renting equipment or furnishing labor or materials to them with respect to said public improvements, see Labor and Materials Bond No. .
(c) A cash deposit in the amount of $ 3,000 securing the setting of monuments.
9. Acceptance of any work or improvements by the City shall not constitute an acknowledgment by the City that the same are properly done or performed, except as to any items or matters readily apparent from an inspection thereof. Except as to such matters so readily apparent, Subdivider shall repair any defects which occur in the work of improvements within a one (1) year period thereof following acceptance by the City.
10. As a condition precedent to the acceptance of the improvements hereunder as being complete and prior to the release of any bonds required under paragraph 8, hereof, securing the faithful performance of Subdivider's obligations hereunder, Subdivider shall give a bond with a corporate bonding company or similar instrument, satisfactory to the City in the amount of $0 as guarantee and warranty of the work for a one (1) year period following the completion and acceptance thereof against any defective work or labor done, or defective materials furnished.
11. Except as to the sole and exclusive negligence of City, its elected officials, officers agents and employees, Subdivider hereby agrees to indemnify, defend and hold harmless, the City, its elected officials, officers, agents and employees from and
Revised: August 17, 20-rage 196 of 332
against any and all claims, demands, suits, actions or proceedings of any kind or nature, including, but not by way of limitation, all civil claims, workers' compensation claims, costs, expenses or damages to property or injuries to or death of any person or persons, including attorneys fees and all other claims, whether groundless or not, arising out of or related to the acts, errors or omissions of Subdivider, its officers, agents, employees, consultants, subcontractors or other persons, companies or other entities using roadways/streets of the subdivision, performing labor, transporting and/or supplying material, designing, constructing or installing the improvements contemplated in this Subdivision Agreement. Where the Subdivider divides the project in phases and or allows construction vehicles or construction traffic use the same roadways/streets used by residents of the subdivision causing accidents, the Subdivider shall indemnify the City, its officers, its employees and its agents from any and all liability, claims, damages, or injuries to any person or property arising from the Subdivider's actions or actions of his employees, agents, and contractors.
12. All notices to Subdivider may be sent to Colonies Partners LP, a California Limited Partnership, 10621 Civic Center Dr, Rancho Cucamonga Ca. 91730 or at such other address of which the City shall receive notice in writing specifically calling attention to this Agreement.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the date and year first above written.
Colonies Partners LP,
a California Limited Partnership
BY
BY
CITY OF UPLAND, a municipal Corporation
BY
Michael Blay, City Manager
ATTEST
Keri Johnson, City Clerk
Revised: August 17, 20-rage 197 of 332
�� �pl"� CITY
UPLAND
„.;
"The City of Gracious Living"
Stafif(krctilt
C�tIFOB�S
DATE: January 22,2024
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:BRADEN YU,PUBLIC WORKS DIRECTOR
RICHARD SMIDERLE,OPERATIONS MANAGER
BRETT LANCE,OPERATIONS SUPERVISOR/CITY ARBORIST
SUBJECT: CONSIDER APPROVAL OF THE 2024 URBAN FOREST MANAGEMENT PLAN RECOMMENDED ACTION:
It is recommended that the City Council approve a Resolution adopting the 2024 Urban Forest Management Plan.
GOAL STATEMENT
The proposed action supports the City's goal of enhancing the landscape, streets,and parks in Upland,while helping to improve the community and the environment.
BACKGROUND
The City's Urban Forest Management Plan(UFMP)establishes guidelines and procedures for the care and protection of Upland's trees, promoting health, safety, welfare, and quality of life for residents,business owners, and visitors.
The UFMP acts as a toolkit and action plan by providing professional tree care industry standards for the planting, maintenance,removal,protection,pruning,and preservation of trees on city-owned and city-controlled properties.
Under Section 12.26.035 of the municipal code, it states that"the Public Works Committee shall review the Urban Forest Management Plan and recommend updates to the document to reflect current industry best management practices approximately every five years. Revisions to the plan shall be adopted by resolution of the City Council.
The plan shall provide for a sustained forest canopy through properly phased tree plantings and removals. It shall include the specifications for tree care,the latest species list of desirable and undesirable tree species,ANSI planting and spacing requirements,and current ISA proper pruning practices".
The City's current UFMP was adopted by Resolution No.4824 on April 28, 1997.
ISSUES AND ANALYSIS
In 2019, the City partnered with West Coast Arborists to receive a CFR 2019 (City Forest Renewal) grant funds through CAL FIRE's Urban Forest and Community Grant program. This grant helped pay for tree removals(diseased, dead,dying and those that posed a risk which the City Arborist determined);updated our Urban Forest Management Plan from 1997; and the use of urban wood products from useful removal wood. The total amount that the City of Upland benefited from this grant program was$180,075. As a result,the City and West Coast Arborists revised and updated the UFMP in 2021.
On April 12, 2021,the City Council received and filed the updated UFMP but it was not adopted by resolution. In order to comply with the City municipal code,staff have made several presentations to the Street Tree Committee and the Public Works Committee (after the Public Works Committee had assumed the Street Tree Committee's responsibilities)for their review and comments.
On January 9, 2024, the Public Works Committee approved to move the "2024 Urban Forest Management Plan" excluding sections 7 and 8 regarding the tree pallet forward to the City Council for their consideration and directed staff to bring back a presentation to the Public Works Committee an update to the tree pallet.
ENVIRONMENTAL DETERMINATION
This project is a maintenance document, which is not considered a project under California Environmental Quality Act(CEQA).
FISCAL IMPACTS
There is no fiscal impact associated with this action.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF UPLAND,
CALIFORNIA, ADOPTING THE 2024 URBAN FOREST
MANAGEMENT PLAN
WHEREAS, the City of Upland, County of San Bernadino. State of California ("City") is duly authorized and existing under the laws of said State; and WHEREAS, in May 2019, the City partnered with West Coast Arborists to receive a grant was awarded from the California Department of Forestry and Fire Protection ("CAL FIRE") for the Urban Forest Inventory Update and Management Plan Development Project; and
WHEREAS, the grant facilitates an update to the City's tree inventory, development of an urban forest management plan ("UFMP"), and WHEREAS, On April 12, 2021, the City Council received and filed the updated UFMP; and
WHEREAS, the City has appointed the Citizen Advisory Members of the Public Works Committee to study, investigate, and advise on this matter; and WHEREAS, on January 9, 2024 the Public Works Committee recommended the 2024 UFMP be forwarded to the City Council for their approval, with the exclusion of Sections 7 and 8.
NOW, THEREFORE, the City Council of the City of Upland hereby finds, determines and resolves as follows:
Section 1. The above recitals are true and correct and are incorporated herein by this reference.
Section 2. The City Council hereby adopts the 2024 Urban Forest Management Plan and implements it throughout the City of Upland.
Section 3. Compliance with California Environmental Quality Act. The City Council finds that this Resolution is not subject to the California Environmental Quality Act ("CEQA") pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly. Further, if the activity is deemed a project this City Council finds that this Resolution is exempt pursuant to Section 15061(b)(3) of the State CEQA Guidelines.
Section 4. Certification. The City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original resolutions.
Resolution No.
Section 5. Severability. If any section, subsection, subdivision, sentence, or clause or phrase in this Resolution or any part thereof is for any reason held to be unconstitutional, invalid or ineffective by any court of competent jurisdiction, such decision shall not affect the validity or effectiveness of the remaining portions of this Resolution or any part thereof. The City Council hereby declares that it would have adopted each section irrespective of the fact that any one or more subsections, subdivisions, sentences, clauses, or phrases are declared unconstitutional, invalid, or ineffective.
Section 6. Effective Date. This Resolution shall become effective immediately.
PASSED, APPROVED and ADOPTED this 22nd day of January, 2024.
Bill Velto, Mayor
I, Keri Johnson, City Clerk of the City of Upland, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council held on the 22nd day of January 2024, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
Keri Johnson, City Clerk
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URBAN FOREST
MANAGEMENT PLAN
City of Upland
PURPOSE
The City of Upland, nestled in the foothills of the San Gabriel Mountains, is a unique and desirable place to live and visit. Among the assets that help make Upland the "City of Gracious Living," is the City's historically significant and diverse urban forest. The City of Upland acknowledges that trees provide environmental, visual, social, and economic benefits. Trees increase property values, improve aesthetics, provide shade and cooling, conserve energy, reduce energy costs, decrease wind velocities, provide erosion control, reduce stormwater runoff, act as filters for airborne pollutants, reduce noise, provide privacy, provide wildlife habitat and sustenance, sequester carbon, and release oxygen.
The City understands that sustaining the urban canopy and maintaining and encouraging diversity of trees, both in terms of age and species, will increase the value of the urban forest, making it an even greater asset to the City of Upland. This Urban Forest Management Plan establishes guidelines and procedures to provide for the care and protection of Upland's trees, promoting the health, safety, welfare, and quality of life for residents, business owners, and visitors.
This plan serves as a maintenance document, providing best management practices from professional tree care industry standards for the planting, maintenance, removal, protection, pruning, and preservation of trees on city-owned and city-controlled property, as well as enforcing the Upland Municipal Code. By assuring the preservation and protection of the urban forest through regulations and standards of care, these natural resources will continue to enhance Upland's landscape, streets, and parks.
This management plan works in conjunction with Tree Care Ordinance No. 1913, the goals outlined in the open space and conservation element of the City's General Plan, and the goals outlined in the discussed Climate Action Plan. For tree care items not identified in this plan, refer to Tree Care Ordinance No. 1913 (Appendix G).
ACKNOWLEDGEMENT
The development of this Urban Forest Management Plan was made possible through a partnership with the California Urban Forests Council utilizing funding from Proposition 68, administered through CAL FIRE's Urban and Community Forestry Grant Program. 2
Table of Contents
SECTION 1 DEFINITIONS 5
SECTION 2 TREE INSPECTIONS /TREE INVENTORY 7 A. INSPECTION OBJECTIVES 7
B. IDENTIFYING AND DOCUMENTING INSPECTIONS 7 C. FURTHER EVALUATION 8
SECTION 3 ROUTINE TREE MAINTENANCE 10
A. RESTRICTED ACTS TO BE AVOIDED WITHOUT ARBORIST APPROVAL 10 B. STANDARDS FOR PRUNING PUBLIC TREES 10
C. PRUNING METHODS FOR TREES 10
D. TREE CARE FOR BIRDS AND OTHER WILDLIFE 11 E. PLANT HEALTH CARE PROGRAM AND INTEGRATED PEST MANAGEMENT 11 F. TRAINING AND EDUCATION 12
G. FERTILIZING 14
H. WATERING SCHEDULE 14
I. RESPONSIBILITY OF PROPERTY OWNER 14 SECTION 4 PROTECTION OF TREES DURING CONSTRUCTION 15 A. TREE PROTECTION OBJECTIVES 15
B. SITE PLAN 15
C. ACTIVITIES DURING CONSTRUCTION AND DEMOLITION NEAR TREES 16 D. TREE MAINTENANCE DURING CONSTRUCTION 17 SECTION 5 TREE REMOVAL 19
A. TREE REMOVAL OBJECTIVES 19
B. REMOVAL CRITERIA 19
C. TREE EVALUATION FOR REMOVAL 19
SECTION 6 REPLACEMENT AND PLANTING OF TREES 21
A. TREE PLANTING SPECIFICATIONS 21
B. PLANTING STOCK AND MATERIALS 21
C. PLANTING SITE PREPARATION 22
D. PLANTING IN DIFFICULT SOIL CONDITIONS 22
SECTION 7 APPROVED STREET TREE REPLANT LIST TBD 23 SECTION 8 APPROVED TREE PALETTE (PARKS AND OPEN SPACES) TBD 23 SECTION 9 HERITAGE AND HISTORICAL DISTRICT TREES 23 A. DESIGNATION OF HERITAGE TREES 23
B. ONCE HERITAGE TREE IS DESIGNATED 23
C. TREES IN HISTORICAL DISTRICTS 24
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D. TREE MITIGATION FUND 24
SECTION 10 EDUCATION AND COMMUNITY OUTREACE 25
1. COMMUNITY FORESTRY OBJECTIVES 25
2. PUBLIC RELATIONS 25
3. DISTRIBUTION OF EDUCATION MATERIAL 25
4. TREE CITY USA 26
5. MAINTAINING THE PUBLIC WORKS COMMITTEE 26 SECTION 11 URBAN WOOD RECYCLING PROGRAM 28
A. URBAN WOOD RECYCLING OBJECTIVES 28
B. TREE RECYCLING PLAN 28
C. SPECIES REPLACEMENT PLAN 28
D. URBAN WOOD PUBLIC CONSTRUCTION PROJECTS 28
SECTION 12 REFERENCES &APPENDICES 30
REFERENCES 30
APPENDIX A.TREE CARE FOR WILDLIFE BEST MANAGEMENT PRACTICES WITH WESTERN CHAPTER ISA APPENDICES 31
APPENDIX B.INTEGRATED PEST MANAGEMENT PLAN FLOWCHART 105 APPENDIX C.ISA TREE PLANTING CUE CARD 106
APPENDIX D.URBAN WOOD SUSTAINABILITY SPECIES LIST 107 APPENDIX E.HISTORICAL DISTRICT TREE SPECIES TOTAL 108 APPENDIX F.HISTORICAL DISTRICT, EUCLID AVENUE PHOTOS 109 APPENDIX G.CITY OF UPLAND TREE CARE ORDINANCE No. 1913 110 4
SECTION 1 DEFINITIONS
For the purposes of this policy, the following definitions shall apply:
A. Arborist - The person designated as such by the city who has demonstrated knowledge and competency, ideally through the obtainment of the current International Society of Arboriculture (ISA) arborist certification. This can be either a city employee or a contractor.
ISA Municipal Specialist is a desirable credential requiring qualified individuals have a minimum of three years full time municipal related experience. These credential holders assist agencies in the operations of managing trees in a municipal sector. ISA Utility Specialist is another highly desirable certification requiring individuals to have a minimum of three years full time experience managing trees adjacent to utilities. This credential is important in the managing of municipal trees near powerlines or other utilities. The ISA Board Certified Master Arborists is the highest level of certification offered by the ISA and could additionally be considered useful in assisting municipalities with all operational facets of managing trees.
B. Community forestry - A branch of forestry whereby the local community plays a significant role in forest management and land use decision making, typically in urban forests.
C. Compaction-Compression of the soil structure or texture by any means that creates an upper layer that is impermeable.
D. Director - The director of public works or other department head as assigned by the public agency or the director's designee, unless otherwise specified in the policy.
E. Disturbance - All the various activities from construction or development that may damage trees.
F. Dripline area -The suggested minimum area within "X" distance from the trunk of a tree in a typical location, measured from the perimeter of the trunk of the tree at 54 inches above natural grade, where "X" equals a distance ten times the diameter of the trunk at 54 inches above natural grade, or the distance to the outermost edge of the tree canopy, whichever is the lesser distance.
G. Excessive pruning- Removing more than 25 percent or greater of the functioning leaves and stems in a single pruning. Excessive pruning may include the cutting of any root two inches or greater in diameter. Exceptions are when clearance from overhead utilities or public improvements is required, or to abate a hazardous condition or a public nuisance.
H. Hazardous condition - In this policy, a hazardous tree condition is one in which a tree part has an observable structural issue that is imminent likelihood of failure and a high likelihood of striking a foreseeable target. These hazards can be discovered through both routine pruning work and through other forms of inspection. The city shall correct hazards related to targets that could be impacted by failure in a timely manner. If provisions for hazard mitigation cannot occur immediately, public protection measures should be taken, such as 5
providing warning or notice.
I. Heritage Tree - Typically, a large, individual tree with unique value, which is considered irreplaceable.
J. Inspection - A visual observation of an individual tree or population of trees to assess condition. In this policy, inventory updates and maintenance recommendations will be considered inspections. An inspection can lead to a risk assessment if no immediate issue is identified.
K. Injury - A wound resulting from any activity, including but not limited to excessive pruning, cutting, trenching, excavating, altering the grade, paving or compaction. Injury shall include bruising, scarring, tearing, or breaking of roots, bark, trunk, branches or foliage, herbicide or poisoning, or any other action leading to the death or permanent damage to tree health.
L. Pest control advisor-A person licensed by the California Department of Pesticide Regulation capable of writing legal prescriptions for specific pesticides.
M. Pest control applicator - A person licensed by the California Department of Pesticide Regulation who performs the application and treatment of pesticides.
N. Public nuisance - An act, condition, or a thing that is offensive to the community or that violates the rights of persons or the community, as determined by the city tree protection ordinance and/or other applicable ordinances.
O. Public tree - Any tree growing within public property, easements, or the street right-of-way outside of private property.
P. Removal - Complete tree removal, such as cutting to the ground or extraction of the tree.
Q. Risk assessment - A tree assessment done by an ISA certified person to provide the city with a mitigation option, if needed.
R. Target- Includes people, vehicles, structures, or anything subject to damage by a tree.
S. Topping - The undesirable practice of cutting back large-diameter branches between nodes or truncating the main stem.
T. Public Works Committee - A city advisory board that aides in developing, keeping current, and helping facilitate a plan to conserve and care for the city's urban forest resources.
U. Tree City USA - A nationwide designation that provides the framework necessary for communities to manage and expand their public trees.
V. Trenching - Any excavation to provide irrigation, install foundations, utility lines, services, pipe, drainage, or other property improvements below grade. 6
SECTION 2 TREE INSPECTIONS / TREE INVENTORY
A. Inspection Objectives
Inspection of city trees shall identify visually obvious problems, risk, and makes a recommendation for a risk assessment if no immediate risk is identified, but further evaluation is needed. A visual, pre-pruning operation inspection should be performed by an arborist or qualified professional. The pre-pruning inspection will include:
1. General condition/branch architecture/health
2. Identification of the type of branches to reduce or remove (e.g., dead, overextended, interfering, needing clearance) and location (e.g., over house, under wires)
3. Number of branches to be removed or reduced (number, diameter, or percentage)
4. Type of cuts to use (branch removal, reduction, heading, or shearing)
5. Signs of wildlife nesting
6. Worker safety concerns (e.g., root collar buried, powerlines, bees, tree defects) The inspection interval should be no greater than six years as part of a routine trimming program or inventory updates. Additionally, supplemental inspections and Limited Visual Assessment (level 1) risk assessments should be done in between trim cycles to track potential tree failures.
These can include major arterials, or other highly traveled locations and/or parks. Pruning work history data shall be tracked and monitored within a tree inventory management program that allows for documented work history to be recorded and accessible. This should include all publicly maintained trees, as determined by the city, or contracted Arborist. The agency should frequently review the inventory for potential high-risk trees and should assign trees to have risk assessments done with written documentation.
Those performing tree inspections must adhere to current industry standards,to ensure they are being done on a consistent and regular manner. American National Standards Institute (ANSI) A300 standards and ISA Best Management Practices guide contractors and city staff in tree evaluations with procedures and specifications.
B. Identifying and Documenting Inspections
Inspected items should include, but are not limited to:
1. Lean/root problems: for example, leaning trees with roots heaving out of the ground.
2. Codominant or multiple trunks: competing stems that grow bark between a tight crotch union can be weakened areas prone to failure.
3. Trunk cavities, cankers, mushrooms, and decay: these are indicators of potential internal decay of a tree and, if discovered, may require further investigation and mitigation.
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4. Cracks in trunks and branches: these can be indicators of future failures and, if discovered, may require further investigation and mitigation.
5. Weakly attached scaffold limbs and branches: a branch that developed as a reactionary shoot can be predisposed to failure and, if discovered, may require further investigation and mitigation.
6. Hanging or broken branches (hangers): branches that are detached from where they were grown and are hanging and could fall, impacting targets below. Broken branch stubs should be pruned off properly unless preserved for wildlife habitat reasons.
7. Dead branches(deadwood): branches within a canopy of a tree that no longer produce foliage and have begun to lose bark.
8. Pests and other diseases: identified pests that can cause tree failures such as boring, leaf chewing and leaf sucking insects or pathogenic fungus.
These inspections can be completed as part of the routine tree pruning program.The routine tree pruning program inspections does not assign a time frame to tree hazards, they simply point out a tree condition that requires a risk assessment or mitigation decision by the city arborist. The goals of the tree inspection/tree inventory program include:
1. Documenting tree structure and condition and recording dates.
2. Identifying vacant sites suitable for trees to be planted.
3. Maintaining trees proactively, instead of reactively as budget allows.
4. Identifying the dollar value of each tree and total urban forest utilizing the Trunk Formula Method in accordance with the current Guide for Plant Appraisal.
5. Documenting work history records.
6. Scheduling tree maintenance work.
7. Improving tree structure and health through scheduled tree maintenance.
8. Reducing tree loss and liability.
9. Demonstrating due diligence via work history.
10. Identifying trees that can be salvaged or corrected with proper pruning.
C. Further Evaluation
If an inspection identifies a possible risk,the City shall conduct further evaluation of the tree with the objective to mitigate risk. The City shall consider performing an evaluation first, rather than directly deciding to remove a tree. A risk assessment will be the main method of further evaluation the City shall utilize. In terms of ISA best management practices, a risk assessment will be considered a Limited Visual Assessment for large populations of trees, a Basic Assessment (level 2), or an Advanced Assessment (level 3). A risk assessment is typically done for high value trees, or at any time to identify, analyze, and evaluate tree risk. If the City identifies a tree that 8
meets a criterion for removal, the tree may be removed as a form of mitigation.
A risk assessment differentiates from an inspection for reasons that include:
1. The use of tools to measure potential defects.
2. Considers target zones, site history, conditions, potential load, and species failure profile.
3. Develops a report to determine the likelihood and consequences of failure, provides mitigation options,and provides recommendations for a re-inspection cycle or further evolution.
After a risk assessment is completed, the City will conduct a recommended mitigation measure within two weeks of receiving the risk assessment report. 9
SECTION 3 ROUTINE TREE MAINTENANCE
These guidelines establish principles of care and maintenance for the city's public trees, and are set forth for pruning, planting, watering, soil and nutrient requirements, insect, disease, and fruit control.
A. Restricted Acts to be Avoided without Arborist Approval Restricted maintenance practices for public trees include:
1. Excessive pruning, except for clearance pruning of utility lines, traffic or abating a public nuisance.
2. Topping.
3. Other action that could lead to the death of a tree or could permanently damage its health, including but not limited to cutting, poisoning, over-watering, unauthorized relocation or transportation of a tree, or trenching, excavating, altering the grade, or paving within the dripline area of a tree.
B. Standards for Pruning Public Trees
All work on public trees shall be in accordance with the current edition of the following industry standards: ANSI A300 and ANSI Z133.
C. Pruning Methods for Trees
There are seven types of pruning that may be appropriate for trees. They are:
1. Structural pruning: a type of tree pruning for young trees that establishes a strong central leader and develops subordinate branches. Structural pruning helps to alleviate future failures.
2. Crown cleaning: the selective removal of dead, diseased, detached, and broken branches. No live foliage is to be pruned during crown cleaning, and this is the preferred pruning type for mature trees.
3. Crown thinning: the selective removal of small live branches to reduce crown density.
No more than 25% of live foliage should be removed in a growing season.
4. Crown raising: the selective removal of branches to provide vertical clearance.
5. Crown restoration: the selective removal of branches, sprouts and stubs from trees that have been topped.
6. Crown reduction: the selective removal of branches and stems to decrease the height and/or spread of a tree.
7. Utility pruning: the selective removal of branches and stems to reduce growth away from utility lines.
ANSI A300 Standards (Part 1) Pruning, and ISA Best Management Practices Pruning Third Edition should define the pruning method applied as part of a routine trimming program. 10
Pruning may be done outside of the routine trimming program if prune will result in at least one of the following criteria:
1. Pruning will result in tree risk mitigation.
2. Pruning will result in improved tree structure
3. Pruning will establish a dominant leader in a young tree.
4. Pruning will provide clearance for new or existing infrastructure.
It is best to clearly identify a pruning objective and then select the pruning type most suitable to achieve that objective. For example, if the objective is roadway clearance, crown raising would be the selected type of pruning.
Climbing and pruning practices shall not injure the tree except for the pruning cuts.
D. Tree Care for Birds and Other Wildlife
There are many federal and state laws and regulations pertinent to wildlife and the tree care and landscape industry in California. Of note is the Migratory Bird Treaty Act. The city will make sure that tree care workers are qualified with proper training on inspecting for birds and other wildlife during tree care operations. Tree Care for Wildlife Best Management Practices with Western Chapter ISA Appendices should be a guiding document for managing wildlife habitat as it pertains to trees. City staff working in trees and any city tree contractor shall utilize the Tree Care for Wildlife Best Management Practices with Western Chapter ISA Appendices (Appendix A) to determine the best plan of action to eliminate harm done to birds and other wildlife.
E. Plant Health Care Program and Integrated Pest Management The City has developed a comprehensive Plant Health Care (PHC) program with goals of how to manage the health, structure, and appearance of plants and trees in the landscape. PHC is a proactive, holistic management system that encompasses all aspects of landscape stewardship:
1. Site evaluation and preparation
2. Plant selection, establishment, and cultivation
3. Pest control
4. Plant utilization and removal
This plan provides a complete program to balance the desires and goals of the public and the needs of plants with the environment they both share. The goal of the City's PHC program is to maintain tree health by providing proper growing conditions. To do so, there are five key practices to follow:
1. Monitor: observe, identify, record, and analyze tree health and pests with a goal of being proactive and preventative, and therefore more cost effective. 11
2. Determine the level of damage tolerance of the plant and specify the City's action threshold for the given situation.
3. Appropriate Response Process: determine an appropriate response based on educated and informed decisions that consider public expectations, plant health and stresses.
4. Integrated Pest Management (IPM): IPM combines appropriate preventative measures, proper cultural practices, and management of pests and their damage to a tolerable level.
F. Training and Education
Training staff to better serve the public and educating the public through applicable means.
One of those practices is the IPM strategy. IPM is defined as the selection, integration, and implementation of pest control based on predicted economic, ecological, and sociological consequences. The principles and components of IPM in landscape settings is as follows:
1. The pest manager must accept the idea that potentially harmful species (pests) will continue to exist in the system. The reasonable management objective is to maintain pest populations below a damaging level. Low levels of pests may provide food for beneficial organisms in the managed system.
2. The entire landscape is a management unit and should be viewed as an ecosystem.
Landscapes are complex ecosystems that are composed of populations of plants, animals, and fungi. Monitoring pest and beneficial insects is a best management practice that will lower cost over time and help protect the environment.
3. The use of natural control agents is to be maximized. Landscapes can be enhanced by the number and diversity of natural enemies.
4. Any management procedure may produce unexpected and undesirable effects. It is wise to consult the latest published information regarding the management of specific pests. Target pests during their most vulnerable stage to achieve the highest degree of success.
5. The pest management approach should be interdisciplinary. Consult with people trained or experienced in several disciplines such as entomology, pathology, weed science, agronomy, and economics. Ensure that treatment is necessary and explore options.
This strategy is a method of controlling plant pests by combining biological, culture, mechanical, physical, and/or chemical management strategies. The IPM strategy is constructed based on the IPM Flowchart (Appendix B).The IPM Flowchart is based the ANSI A300 standards. The flowchart will dictate the plan of action when there is an identified plant health concern. The City goals with regards to pest management are:
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1. Use nontoxic, sustainable methods whenever possible to improve and manage the health and beauty of trees within our urban forest.
2. City-approved methods of IPM include pruning per ANSI standards and ISA best management practices, nontoxic horticultural sprays, mulch applied to the soil surface, biological/predatory methods, traps, and selecting pest resistant tree species.
If action against pests is warranted, always consider treatments as part of an overall plant health care program. The pest source shall be identified and targeted with a specific and timely treatment. All prescriptions for pesticides are to be issued by a Pest Control Advisor (PCA) per the Department of Pesticide Regulations.
Additionally, applicators must be licensed or certified to apply. If it appears that insects or disease may lead to the death of a public tree, then it is the responsibility of the City to evaluate the condition according to the following guidelines and treat the problem in a timely fashion to prevent further decline of the tree.
1. For treatment of insects, the pest control advisor shall be consulted. Nontoxic materials shall be used whenever feasible. All chemicals must conform to the California Department of Pesticide Regulations.
2. For disease and decay that erodes the health or weakens the structure, further analysis by an arborist may be required to evaluate the stability.
3. Diseases below ground are often caused by poor landscape design surrounding old trees, which encourages harmful and often lethal ailments. The following conditions favor disease:
a. Compacting of the soil within the tree's dripline
b. Removing soil from the tree root area
c. Watering on or near the tree trunk area
d. Planting incompatible plants within the tree's dripline Combined with poorly drained soil or over-irrigation, these factors often activate normally dormant fungi to become opportunistic and infect the tree, which can lead to the decline and eventual death of the tree, and possible tree failure. This decline can be slow and may not be evident for many years, or unseen by visual symptoms in the tree canopy. Decay in roots can cause the trees' instability in normal or extreme weather conditions and may result in failure.
Monitoring tree health over time may prevent failures and enhance public safety.
When planning landscaping around a public tree, an evaluation of the tree and soil should be performed to determine if there is a disease present, or if nutrients are deficient or in excess. If the tree is diseased and it is reasonable to expect that landscaping will contribute to decline, or could cause permanent damage or render it hazardous, it is the obligation of the City to take reasonable measures to reduce or eliminate the conditions that may cause the decline of the public tree.
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G. Fertilizing
All fertilizers shall only be applied if specified by the arborist as part of a plant health care program. Fertilizing may be specified for trees that will be impacted by an upcoming disturbance, grade change, or a modified environment. Fertilizing in these instances may aid the tree to overcome the stress caused by disturbance. The arborist shall determine specifications for fertilizing trees on a case-by-case basis.
H. Watering Schedule
1. Newly installed trees, including drought tolerant species, are dependent upon supplemental irrigation until established, typically for two years. If a tree is native to areas of higher rainfall, then the tree will require supplemental water throughout its life cycle, unless the tree finds a subterranean water source. Periods of extreme heat, wind or drought may require water than recommended in these specifications.
2. During the establishment period, new trees shall be watered thoroughly as part of an establishment program prescribed by an arborist. Local weather and environmental factors should be taken into consideration when considering a watering plan. If reclaimed water is to be used, please verify that the species of trees to be irrigated has an elevated tolerance of salts.
3. Most mature public trees in the city are established in areas without formal watering systems. These trees shall only receive manual irrigation when it is determined necessary by the arborist to restore the health of the tree. In this case, the arborist shall also determine the watering specifications.
4. Trees planted in association with the construction of public improvements (medians, parkways, sidewalk tree wells, etc.) shall be irrigated by automated watering systems.
The arborist shall determine the type of automatic irrigation system used. Trees planted in public areas where no irrigation system exists shall be hand watered until established. After that, a watering schedule determined by the arborist shall be in effect until deemed no longer necessary.
I. Responsibility of Property Owner
1. To provide necessary water to maintain the growth, health, and beauty of the parkway tree
2. To trim away any low growth of the tree, such as suckers and shoots,that may interfere with pedestrian or vehicular traffic
3. To examine parkway trees with stakes regularly, and to remove stakes as soon as the tree is stable. Exact timing will vary depending on the species of tree, as some may develop quicker than others. If a property owner is in doubt about removing stakes, they may call the City of Upland Public Works Department for guidance on stake removal of parkway trees. 14