Conse nt (3)

ContractSB2LEAPccmtg10-11-21(klk)

CITY OF SIMI VALLEY MEMORANDUM

October 11, 2021

TO: City Council

FROM: Department of Environmental Services

SUBJECT: AWARD OF CONTRACT FOR CONSULTING SERVICES TO IMPLEMENT TWO ELIGIBLE ACTIVITIES FROM THE SENATE BILL 2 (SB 2) PLANNING GRANT AND THE LOCAL EARLY ACTION PLANNING (LEAP) GRANT PROGRAMS AND ENVIRONMENTAL REVIEW, RFP NO. ESP 21-01

STAFF RECOMMENDATION

It is recommended that the City Council award the attached contract (page 5) to Gruen Associates in the amount of $499,997 to implement two eligible activities from the Senate Bill 2 (SB 2) Planning Grant and the Local Early Action Planning (LEAP) Grant Programs, environmental review, and authorize the City Manager or his designee to approve change orders up to $25,003 (approximately 5%), if needed for unforeseen additional work.

BACKGROUND AND OVERVIEW

The City of Simi Valley (City) has successfully acquired a total of $810,000 in State Planning Grants designated for planning and technical assistance to help address California’s critical housing needs. On December 7, 2020, the City Council authorized staff to implement the SB 2 Planning Grant and LEAP Grant funded programs and approved a Supplemental Budget Request in the amount of $810,000 to establish budget authority for both grants. A Request for Proposals (RFP) for consulting services to implement the SB 2 and LEAP Grants Programs and environmental review was issued on May 17, 2021. Staff is recommending the City Council award a contract to Gruen Associates for the services related to the SB2 and LEAP Grants.

FINDING AND ALTERNATIVES

SB 2 Planning Grant:

The City received the full grant award notice of $310,000 from the California Department of Housing and Community Development (HCD) on January 16, 2020. The State of California’s Senate Bill 2 (SB 2) is part of a 15 bill housing package aimed at addressing the State’s housing shortage and high housing costs. Specifically, SB 2 established a permanent source of funding intended to increase the affordable housing stock in California. The Planning Grants Program (PGP), a one-time component of SB 2, provides

AGENDA ITEM NO

. Conse

nt (3)


financial and technical assistance to local governments to update planning documents in order to accelerate housing production; streamline the approval process; facilitate housing affordability for all income groups; promote consistency with the State Planning Priorities; and ensure geographic equity in funding allocation.

LEAP Grant

The City received the full grant award notice from HCD on October 16, 2020. As part of the 2019-20 State Budget Act, HCD established this program with $119 million designated for cities and counties. LEAP provides one-time grant funding to cities and counties to update their planning documents (such as the Housing Element). This funding can be used to implement process improvements that will facilitate the acceleration of housing production and help local governments prepare for their sixth cycle RHNA, similar to the SB 2 Planning Grants. The City applied for and received $500,000 in LEAP Planning Grant funds to fully cover the Housing Element Update and concurrent Community Development and Safety & Noise Element updates to be consistent with new State laws and to be consistent with the Housing Element updates.

After review of the eligible activities, State planning priorities, and the City’s planning and development opportunities, the following have been identified as the highest impact projects and necessary tools to assist in the City’s ongoing compliance with HCD regulations related to housing production and affordability, while maintaining local control of design and development standards where allowed under State law:

1. Specific Plans/Form Based Codes with CEQA Streamlining ($200,000 in SB 2fund plus $270,000 in LEAP fund): Prepare Specific Plans or form based codesthat include zoning and development standards and plan-level environmentalanalysis that can be used to improve housing capacity, streamline future housingprojects and facilitate affordability. Project I will include development of SpecificPlan(s) for high impact development areas to ensure continuity, economic vibrancy,and increase housing diversity. Identified priority policy areas could include TapoStreet Corridor, Los Angeles Avenue Corridor, and the Metrolink Station. Project IIwill include the development or update of the City’s Economic Developmentstrategy/plan to address sustainability, job-housing balance and fit.

2. Objective Design and Development Standards ($60,000 in SB 2 fund): Developcitywide objectives and quantifiable design standards or pre-approved site andarchitectural plans that facilitate non-discretionary permitting to facilitate land useapprovals and strengthen property rights.

From the total State Planning Grants, $530,000 will serve as reimbursement to the City for the two above mentioned eligible activities. Under HCD guidelines, participating jurisdictions are allowed to charge 5% of the total budget (or $26,500 for the City) as Permissible Administrative Costs.

2


This project will comply with the State’s efforts to increase the housing stock in California. Compliance will be reviewed based on the completion of the City’s deliverables, adoption of the planning documents and/or implementation of the planning process, and through the final close out report. The deadline to spend the Planning Grant funds is December 2023 with final invoices due to HCD by August 2023. A Request for Proposals (RFP) for consulting services to implement the SB 2 and LEAP Grants Programs and environmental review was issued on May 17, 2021, to known consultants with expertise in this area, and was posted on the City’s website. The City received four inquiries and by June 24, 2021, received two proposals: Gruen Associates (GRUEN) and Sargent Town Planning Team. City staff rated the proposals based on the following criteria: • Understanding of the work scope • Approach to completing project • Demonstrated professional skill and staff credentials • Related work experience within the previous five years and references • Quality of the proposal and subsequent interview via Zoom video conference GRUEN was found as qualified to perform the services requested and staff is recommending an award of contract. GRUEN provided consulting work to the City in the early 2000s for the Los Angeles Avenue Streetscape Design Plan and has demonstrated valuable expertise, has experienced personnel, and provided quality deliverables and timely responses. In accomplishing this task, GRUEN has teamed with subconsultants from Terry A. Hayes Associates for environmental review, Iteris for traffic analysis, KPFF Consulting Engineers for civil design, and Land Econ Group for economic development analysis. Collectively, staff is very confident of the GRUEN team to help create a viable plan for the City. Sufficient funding is available in the SB2 and LEAP Grant funds (Fund 207) to complete these services. Additionally, staff is requesting $25,000 in carryover funds to cover contingencies, if any. The following alternatives are available to the City Council: 1. Award the attached contract (page 5) to Gruen Associates, in the amount of

$499,997 to implement two eligible activities from the Senate Bill 2 (SB 2) Planning Grant and the Local Early Action Planning (LEAP) Grant Programs, environmental review, and authorize the City Manager or his designee to approve change orders up to $25,003 (approximately 5%), if needed for unforeseen additional work;

2. Provide staff with other direction. Staff recommends Alternative No. 1.

3


SUGGESTED CITY COUNCIL MOTION

I move to award the contract to Gruen Associates in the amount of $499,997 to implement two eligible activities from the Senate Bill 2 (SB 2) Planning Grant and the Local Early Action Planning (LEAP) Grant Programs, environmental review, and authorize the City Manager or his designee to approve change orders up to $25,003.

SUMMARY

The City of Simi Valley has successfully acquired a total of $810,000 in state SB 2 and LEAP grants toward planning and technical assistance to help address California’s critical housing needs. This one-time grant money will fund programs comprised of key projects and necessary tools to assist in the City’s ongoing compliance with State regulations related to housing production and affordability. On December 7, 2020, the City Council authorized staff to implement the programs (creating of Specific Plans/Form Based Codes with CEQA Streamlining, and Objective Design/Development Standards) and approved a Supplemental Budget Request to establish budget authority for the grants. Through the City’s release of Request for Proposal and subsequent interview process, Gruen Associates was found as qualified to perform the services requested, and staff is recommending the City Council award a contract to Gruen Associates in the amount of $499,997 to implement the programs, and authorize the City Manager or his designee to approve change orders up to $25,003 for unforeseen additional work.

__________________________ Stratis Perros Environmental Services Director

Prepared by: Eric Chen, Associate Planner

INDEX Page

Contract – GRUEN Associates. ........................................................ 5

4


CONTRACT FOR PROFESSIONAL SERVICES BETWEEN THE CITY OF SIMI VALLEY AND GRUEN ASSOCIATES TO PROVIDE CONSULTING SERVICES FOR SB 2 AND LEAP GRANTS PROGRAMS IMPLEMENTATION, RFP NO. ESP 21-01

THIS CONTRACT is made and entered into in the City of Simi Valley on

this 11th day of October 2021, by and between the CITY OF SIMI VALLEY, a municipal corporation, hereinafter referred to as CITY, and GRUEN ASSOCIATES, a Partnership, hereinafter referred to as CONSULTANT. RECITALS

WHEREAS, on May 10, 2021, CITY requested proposals for Consulting Services for SB 2 and LEAP Grants Programs Implementation; and

WHEREAS, pursuant to such request, CONSULTANT submitted a proposal, which was accepted by CITY for the services.

NOW, THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the parties hereto agree as follows:

AGREEMENT

1. Recitals. The foregoing recitals are true and correct and are a part

of this CONTRACT.

2. Term. The term of this CONTRACT shall be from the date this contract is made and entered, as first written above, and to conclude no later than December 31, 2023.

3. Description of Services. The services to be performed by CONSULTANT are as follows:

Consulting services for SB 2 and LEAP Grants Programs Implementation. CONSULTANT agrees to perform the services more specifically set forth in the “Scope of Work” attached hereto and incorporated herein as Exhibit “A”. CONSULTANT will meet with CITY at least monthly to discuss the anticipated tasks planned for the month and to receive direction from CITY regarding same.

4. Compensation and Payment.

A. The total compensation payable to CONSULTANT by CITY

for services under this CONTRACT shall not exceed the sum of $499,997 (the “Not-To-Exceed Amount”), and shall be earned as the work progresses. Payment will be made based on the rates contained in the “Cost Proposal and Cost Breakdown” as set forth in Exhibit “B” attached hereto and incorporated herein. CONSULTANT acknowledges that

5


CONSULTANT is not guaranteed to receive the Not-To-Exceed Amount or any particular or minimum amount of compensation or work under this CONTRACT.

B. After CONSULTANT has performed the services as specified in this CONTRACT, CITY shall be obligated to pay CONSULTANT based upon the actual CITY-authorized services received by CITY at the rates established as a part of this CONTRACT. In no event shall the total amount paid exceed the CONTRACT Not-to-Exceed Amount unless otherwise agreed to by the parties in writing. C. Payments to the CONSULTANT shall be made within 30 days after receipt of an original invoice from the CONSULTANT and acceptance of the services by CITY.

D. CITY shall retain seven percent (7%) of the amount due under the CONTRACT to CONSULTANT to ensure the proper performance of the CONTRACT. The sum withheld by CITY from CONSULTANT shall not exceed seven percent (7%) of the total amount due CONSULTANT.

E. CITY shall release fifty percent (50%) of the retention on or

about December 15, 2022, after mid-way progress has been determined satisfactory by CITY, and CONSULTANT has made a written request. Once CITY has determined completion of the CONTRACT, CITY shall release the remaining retention to CONSULTANT no more than 30 days after the final invoice date.

F. CONSULTANT shall provide CITY with written verification of

the actual compensation earned, which written verification will be in a form satisfactory to CITY. Invoices shall include the work performed including a list of hours worked by personnel, and will reflect the 7% retention per invoice.

5. CONSULTANT’s Representations and Obligations.

A. CONSULTANT shall perform as required by this CONTRACT.

CONSULTANT also warrants on behalf of itself and all subcontractors engaged for the performance of this CONTRACT that only persons authorized to work in the United States pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the work hereunder.

B. CONSULTANT shall obey all Federal, State, local, and special district laws, ordinances, and regulations.

C. CONSULTANT agrees to abide by CITY’s Business Tax Ordinance, of which proof of payment must be obtained prior to performance of this CONTRACT.

D. CONSULTANT acknowledges CITY may contract with other parties for the performance of services or supplemental services as they relate to the work during the term of this CONTRACT.

6


6. Audit.

A. At any time during normal business hours and as often as the CITY may deem necessary, CONSULTANT shall make available to CITY for inspection its records pertaining to this CONTRACT. CONSULTANT shall permit CITY to audit, examine and/or reproduce such records. CONSULTANT will retain such financial records, time sheets, work progress reports, invoices, bills and project records for at least (2) years after termination or final payment under this CONTRACT. This paragraph shall survive for two (2) years after termination of this CONTRACT.

B. CITY shall have the option of inspecting and/or auditing all records and other written materials used by CONSULTANT in preparing its statements to CITY as a condition precedent to any payment to CONSULTANT.

7. Hold Harmless and Indemnification. CONSULTANT shall defend, indemnify, and hold harmless CITY, its agents, officials, officers, representatives, and employees, from and against all claims, lawsuits, liabilities or damages of whatever nature arising out of or in connection with, or relating in any manner to adjudicated negligence or omission of CONSULTANT, its agents, employees, and subcontractors, and employees thereof, pursuant to the performance or non-performance of this CONTRACT. The CONSULTANT shall thoroughly investigate any and all claims and indemnify the CITY and do whatever is necessary to protect the CITY, its agents, officials, officers, representatives, and employees as to any such claims, lawsuits, liabilities, expenses, or damages arising out of this CONTRACT. The CITY shall be included as an Additional Insured in the automobile/ liability insurance policies and endorsements of the CONSULTANT. The CONSULTANT must select an attorney acceptable to the CITY who will defend such proceeding and the CITY will control any litigation thereof. Such approval by the CITY will not be unreasonably withheld. This paragraph shall survive the termination of this CONTRACT.

8. Amendments. Any amendment, modification, or variation from the

provisions of this CONTRACT shall be in writing and shall be effective only upon mutual written approval by the Environmental Services Director and CONSULTANT.

9. Anti-Discrimination. In the performance of the terms of this CONTRACT, CONSULTANT shall not engage in, nor permit subcontractors to engage in, discrimination in employment of persons because of the age, race, color, religious creed, sex, sexual orientation, national origin, ancestry, physical disability, mental disability, medical condition, or marital status of such persons. Violation of this provision may result in the imposition of penalties referred to in Labor Code Section 1735.

10. Personal Services. This Agreement is for professional services, which are personal to CITY. Larry Schlossberg and Orlando Gonzalez are deemed to be specially experienced and are key members of CONSULTANT’S firm, and shall be directly involved in performing, supervising, or assisting in the performance of this work. These key persons shall communicate with, and periodically report to, CITY on the

7


progress of the work. Should any such individuals be removed from assisting in this contracted work for any reason, CITY may terminate this CONTRACT.

11. Termination. If, during the term of this CONTRACT, CITY determines that CONSULTANT is not faithfully abiding by any term or condition contained herein, CITY may notify CONSULTANT in writing of such defect or failure to perform. The notice must give to the CONSULTANT a ten (10) day period of time thereafter in which to perform the work or cure the deficiency. If CONSULTANT has not performed the work or cured the deficiency within the ten (10) days specified in the notice, such failure shall constitute a breach of this CONTRACT, and CITY may terminate this CONTRACT immediately by written notice to CONSULTANT. In addition, CITY, if it terminates this CONTRACT for cause, may withhold as an offset from payments due CONSULTANT damages occasioned by such breach, including liquidated damages, if so provided herein. The CITY shall be liable to the CONSULTANT only for those fees accrued by the CONSULTANT to the date CONSULTANT receives the notice of termination. In no event, however, shall CONSULTANT be entitled to receive in excess of the CONTRACT amount.

12. Delivery of Reports in Cases of Termination. If this CONTRACT is terminated pursuant to any of the provisions contained hereinabove, and if requested to do so in writing by the CITY, the CONSULTANT shall, within fourteen (14) calendar days after receipt of such written request, deliver and turn over to the CITY all of its preparation and work on the project which were done to the date of the receipt of the notice of termination. The terms "preparation" and "work" as used in this paragraph, shall refer to and include all data and materials of whatever type that have been gathered by the CONSULTANT, and contemplated to be used or actually used, in the provision of the services as specified in this CONTRACT.

13. Complete CONTRACT. This CONTRACT and its accompanying exhibits shall constitute the complete CONTRACT between the parties hereto. No verbal agreement, understanding, or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such verbal agreement, understanding, or representation be binding upon the parties hereto.

14. Independent Contractor. It is expressly understood between the parties to this CONTRACT that no employee/employer relationship is intended. CONSULTANT is not an agent or employee of the CITY and it is not entitled to participate in any pension plan, insurance or other benefits CITY provides for its employees. CONSULTANT is an independent contractor in performing the Services required under this CONTRACT and will have control of all work and the manner in which it is performed. Any provision of this CONTRACT that may appear to give CITY the right to direct CONSULTANT as to the details of doing the work required herein or to exercise a measure of control over the work means that the CONSULTANT will follow the direction of the CITY as to the results of the work only.

8


15. Time of Performance. Time is of the essence in this CONTRACT. 16. Insurance. CONSULTANT shall, at CONSULTANT’S sole cost and

expense, provide insurance as contained in Exhibit “C”, incorporated herein. CONSULTANT shall not commence work on the Services to be performed, until it submits proof of all insurance coverage as required.

17. Ownership of Reports and Data. The originals of all studies,

reports, exhibits, documents, data and other work or materials prepared for, or used to comply with any term of this CONTRACT, plus any copies of same required by this CONTRACT to be furnished to the CITY by any of the other party(ies) with whom the CONSULTANT may have contract(s) pertaining to this project, shall be deemed to be public records open to inspection by the public and, as such, to be and remain the property of the CITY.

18. Conflict of Interest. Neither CONSULTANT nor any employees, agents, or subcontractors of CONSULTANT who will be assigned to this project, to the best of CONSULTANT'S knowledge, own any property or interest in properties, business relationships, or sources of income which may be affected by the performance of this CONTRACT. Should one party hereto learn of any such interest, income source, or business relationship, such fact shall immediately be brought to the attention of the other party hereto. If the parties thereupon cannot mutually agree upon a means to eliminate the conflict, CITY may terminate the CONTRACT immediately for non-performance pursuant to Section 11 herein.

In accordance with California Government Code Section 87306, CONSULTANT shall provide, if requested by CITY, a Conflict of Interest Statement, Form 700 no later than 30 days after execution of this CONTRACT, and annually thereafter prior to May 1st of each year for the duration of the CONTRACT. Failure to file any of the required statements will result in withholding payment for services rendered.

19. Successors and Assigns. The terms hereof shall be binding upon and inure to the benefit of the successors and assigns of the parties hereto; provided, however, that no party hereto shall assign any of the benefits and burdens hereunder, whether voluntarily or by operation of law, without the prior written consent of the other party, and any such assignment without said consent shall be void.

20. Authority to Execute CONTRACT. Both CITY and CONSULTANT do covenant that each individual executing this CONTRACT on behalf of each party is a person duly authorized and empowered to execute contracts for such party.

21. Jurisdiction and Venue. Jurisdiction is in an appropriate court in the State of California and venue lies in Ventura County, and the parties do not consent to arbitration. In the event of any dispute, each party shall bear its own fees and costs (including attorneys’ fees). This CONTRACT shall be governed by California law, without regard to conflict of law principles.

9


22. Non-Appropriation of Funds. Payments due and payable to CONSULTANT for current services are within the current budget and within an available, unexhausted and unencumbered appropriation of CITY. In the event CITY has not appropriated sufficient funds for payment of CONSULTANT services beyond the current fiscal year, this CONTRACT shall cover only those costs incurred up to the conclusion of the current fiscal year.

23. Taxpayer Identification Number. CONSULTANT shall provide

CITY with a complete Request for Taxpayer Identification Number and Certification, form W-9 (latest revision), as issued by the Internal Revenue Service.

24. Permits and Licenses. CONSULTANT, at its sole cost and

expense, shall obtain and maintain during the term of this CONTRACT, all appropriate permits, licenses, and certificates that may be required in connection with the performance of this CONTRACT.

25. Waivers. The waiver by one party of any term or condition of this

CONTRACT, or any breach thereof, shall not be construed to be a general waiver by the party or as a waiver of any other term or breach.

26. Statement of Experience. CONSULTANT warrants that it will

perform its Services with at least the due care, diligence and expertise generally accepted in its industry. CONSULTANT also understands and agrees that it is being employed to perform the Services provided for by this CONTRACT because of CONSULTANT’S professed expertise and experience in performing such Services. In addition, CONSULTANT understands and agrees that while CITY or CITY’S officers, employees, agents or volunteers may elect to do so, they have no duty to review, inspect, monitor, or supervise the work performed by CONSULTANT pursuant to this CONTRACT. As a consequence, CONSULTANT waives any right of contribution against CITY or any of CITY’S officers, employees, agents, or volunteers arising out of such failure to inspect, review, monitor, or supervise the work performed by CONSULTANT pursuant to this CONTRACT.

27. Notices. All written notices required by, or related to this

CONTRACT shall be sent by Certified Mail, Return Receipt Requested, postage prepaid and addressed as listed below. Neither party to this CONTRACT shall refuse to accept such mail; the parties to this CONTRACT shall promptly inform the other party of any change of address. All notices required by this CONTRACT are effective on the day of receipt, unless otherwise indicated herein. The mailing address of each party to this CONTRACT is as follows:

CITY Department of Environmental Services City of Simi Valley 2929 Tapo Canyon Road Simi Valley, CA 93063 Staff Contact: Stratis Perros,

Environmental Services Director [email protected]

(805) 583-6307

10

mailto:[email protected]


CONSULTANT Gruen Associates 6330 San Vicente Boulevard, Suite 200 Los Angeles, CA 90048 Larry Schlossberg (323) 937-4270 [email protected]

IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written. Attest: City of Simi Valley, A Municipal Corporation By:________________________________ Lucy Blanco, City Clerk Keith L. Mashburn, Mayor of the City of Simi Valley, California Approved as to Form: GRUEN ASSOCIATES By: David L. Caceres, Interim City Attorney Print Name: Larry Schlossberg__________ Approved as to Content: Title: Partner________________________ Brian Paul Gabler, City Manager Alison M. Phagan Deputy Administrative Services Director (Support Services) Stratis Perros Environmental Services Director

11


EXHIBIT “A”

SCOPE OF WORK

CONTRACT FOR PROFESSIONAL SERVICES BETWEEN THE CITY OF SIMI VALLEY AND GRUEN ASSOCIATES TO PROVIDE CONSULTING SERVICES FOR CONSULTING SERVICES FOR SB 2 AND LEAP GRANTS PROGRAMS IMPLEMENTATION, RFP NO. ESP 21-01

Gruen Associates (Gruen) has prepared a scope of work to prepare a Specific Plan (Specific Plan), Objective Design Standards, City Economic Development Strategy Update, and California Environmental Quality Act (CEQA) documentation and adoption. Gruen is flexible and will work with the City of Simi Valley to develop a refined scope of work and schedule as necessary. Sub-Consultant Team Gruen will work with their sub-consultant team to perform the professional services necessary to meet all project requirements. The following firms have been selected:

• Terry A. Hayes & Associates (TAHA) • Iteris • KPFF Consulting Engineers (KPFF) • Land Econ Group (LEG)

TASK 1.1 - PROJECT INITIATION AND MANAGEMENT Task 1.1.1 - Project Kick-off Meeting Gruen will participate in a virtual kickoff meeting with attendees invited by the City staff. The goals of the kickoff meeting are as follows:

• Meet with representatives from a variety of City Departments and others, as determined by the City

• Discuss City's goals and objectives for the Project and project boundaries for each area

• Review the scope of work and schedule, and key issues to be addressed • Finalize the tasks and topics to be addressed in the Specific Plan and other

deliverables • Discuss roles and responsibilities • Furnish initial Data Request Memorandum (DRM) to the City • Discuss Preliminary Outreach Plan and Activities (Outreach Plan will be prepared

following the kickoff meeting as described in Task 3.2) • Establish invoicing requirements • Schedule a standing date and time for virtual check-in meetings

12


Following the kickoff meeting, Gruen will prepare meeting notes and a project group contact list (with City assistance) that includes City and Gruen Team staff. A sign-in sheet will be provided during the kickoff meeting to collect this information. Task 1.1.2 - Check-in Meetings Gruen will work with the City to establish a standing date and time for check-in meetings. These check-in meetings (18) for the first year will be monthly and every other month for the second year. Several of these meetings could be in-person meetings if desired by the City. These meetings can be held via conference call and/or Gruen's Zoom meeting service. Gruen's Project Manager will provide an update on current tasks and activities and discuss technical or management issues with the City's project manager and other participants as appropriate. Gruen will submit monthly progress reports and invoices to the City for review and payment. Task 1.1 Deliverables:

• Project group contact list • Project work plan • Refined schedule • Check-in meetings/conference calls to discuss project status; • Meeting Agendas and Summaries • Monthly Invoices and Progress Reports

TASK 1.2 - OUTREACH PROGRAM Gruen understands that the following considerations will be key to developing an effective Outreach Plan:

• As the City of Simi Valley envisions that the Specific Plan study areas will become a new mixed-use walkable, multimodal-friendly areas, Gruen will develop outreach strategies and methods that invite the larger community in a discussion of priorities, goals, and visions for the Specific Plan areas and Objective Design and Development Standards.

• Businesses, property owners, and residents immediately adjacent to the Specific Plan area will also be engaged.

• Participation by the City of Simi Valley's City Council and Planning Commission members should be encouraged throughout the process to ensure that the plan meets the vision of elected and appointed leadership.

With this understanding, Gruen will work with City staff to develop a focused outreach program that will capture feedback on project goals, alternatives, and overall vision and

13


draft deliverables for potentially transformative development in the Specific Plan areas and citywide. Techniques and methods outlined in the Outreach Plan will include:

• Establish a steering committee to guide the process • Community workshops • Creation of project website or information for inclusion on the City's website • Online surveys • Flyers for local distribution • Social Media posts • Creation of a Stakeholder List with City assistance • Stakeholder interviews or roundtables (businesses, property owners) • Engaging and fun community pop-up events to invite participation early in the

process and educate the public about objective design standards for transit-oriented communities and the importance of the Specific Plan

Task 1.2.1 - Steering Committee Gruen will facilitate up to three (3) meetings with representatives from multiple City departments and others invited by the City. During the meeting, participants will discuss the plans and analysis developed, as well as the anticipated format and content for the Specific Plan. Gruen will take notes, provide sign-in sheets, and provide notes to the City following the meeting. It is anticipated that these meetings will be held before the Community Engagement Event. Task 1.2.2 - Pop Up Events Gruen will participate in community-wide events, such as farmers markets and expos, to spread the word about project-specific outreach events. This will entail Gruen staffing a booth and providing general information about the project, upcoming events and milestones, and ways of keeping informed about the project. Following the completion of the Land Use Concepts and Opportunities and Constraints Analysis, (described in Task 1.4.2), Gruen will develop boards, flyers and other handouts using text and graphics from the memos, and will facilitate discussions about the Specific Plans (in English and Spanish) at up to three (3) pop-up events. Gruen will work with the City to determine if there are community events that would be suitable for a project Pop-Up. Task 1.2.3 - Community Engagement Events The Pop-Up events, online and social media posts, and distribution of flyers will help to spread the word about the Community Engagement Events. The three (3) engagement events will be a workshop format. Gruen will work with the City to determine the ultimate format, but proposes the following preliminary plan:

• Gruen will prepare up to four (4) large-format boards that summarize the project issues and opportunities and present the Draft Land Use Concepts.

• Gruen will prepare and deliver these workshop presentations to participants to discuss the goals of the project, benefits of Transit Oriented Development (TOD),

14


provide a high-level overview of: 1) the existing conditions and opportunities and constraints, 2) the Draft Land Use Concepts, and 3) the Draft Plan.

• For the Specific Plans, Gruen will focus engagement efforts on obtaining feedback from the community on issues that need to be addressed in the plan, and on the draft deliverables.

If needed, the Gruen Team will provide Spanish-speaking facilitators to help guide the discussion. Following the workshop, Gruen will prepare a memorandum to document the feedback received during the Community Workshop. Task 1.2 Deliverables:

• Outreach Plan memorandum • Project website with project branding (logo/graphic) • Roundtable meeting with key stakeholders and summary of comments • Four (4) visioning boards • Materials for online and in-person staff and public presentations including boards,

PowerPoints, and handouts • Technical memorandum summarizing input from community members in the form

of verbal and written comments TASK 1.3 - OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS Task 1.3.1 - Citywide Objectives, Adopted Plans, Existing Conditions The Gruen team will review relevant adopted citywide plans such as the General Plan, Zoning Ordinance, existing development standards, and others. Gruen will synthesize the objectives and goals listed in the adopted plans and will prepare a list of objectives for the Objective Design and Development Standards (Design Standards) for review by the City, and will refine the list as necessary incorporating City feedback. Gruen will prepare a memo, which includes brief summaries of each reviewed plan's goals, objectives, and key policies, as well as the refined objectives for the Design Standards. The team will prepare an Existing Conditions Report (ECR), which summarizes key characteristics across the City, relating to land use, urban design, and mobility and connectivity. Topics covered may include:

• Existing and proposed land use • Activity centers and major employment centers in the City • Vacant and publicly-owned parcels • General architectural character and massing • Relationship of buildings to the street • Building height, density, and setbacks • Scale of development • Landscape character

15


This ECR will be a high-level summary of characteristics, which may inform the Design Standards. A more in-depth ECR will be prepared for each Specific Plan area as described in Task 1.4.1. Some of the information from this task will be folded into that document. Task 1.3.2 - Administrative Draft Standards In accordance with Senate Bill 330, Gruen will prepare design and development standards for the Specific Plan study area that are objective. These standards will be formulated to meet the goals and objectives of the project as determined in the visioning phase, and will provide a clear path for property owners and developers to implement for projects that would require nondiscretionary permitting. Gruen will review, as part of the ECR, the current characteristics of parcels in the study area to inform the appropriate standards to implement. Gruen will provide City staff with the Administrative Draft of the Design Standards for review and comment. Task 1.3.3 - Final Standards Following a review by City staff and California Department of Housing and Community Development (HCD), Gruen will revise the design standards as necessary. Final design standards will be provided which will incorporate feedback received on the draft. Task 1.3 Deliverables:

• Review of adopted plans • Citywide Existing Conditions Report • Draft and Final Objective Design and Development Standards

TASK 1.4 - SPECIFIC PLAN Task 1.4.1 - Existing Conditions Report, Opportunities and Constraints Analysis After the additional information has been received by the City, the Gruen Team will prepare an Existing Conditions Report (ECR) that is focused on the Los Angeles Avenue and Tapo Street Corridor Specific Plan areas. Information from Task 1.3.1 will be incorporated into this ECR. Topics may include, but not be limited to the following: Existing Plans and Policies

• City of Simi Valley General Plan including land use, densities, and intensities • Zoning Ordinance and Existing Development Standards • Housing Element Update data

Demographics in Immediate Area

• Housing and Population Density • Income • Local industry/business profiles • Other socio-economic data provided through the Census and ESRI Business

Analyst Online

16


Land Use • Existing land use • Activity centers • Map of major businesses in the immediate area • Vacant and publicly-owned parcels • Ownership information (if available from County Assessor, otherwise a discussion

with the City may assist the team in understanding the ownership patterns in the study area)

Circulation and Mobility

• Major street classifications and cross sections • General conditions of existing streets including sidewalk widths, signage, and

character • Current traffic volumes • Lane configurations • Collision history • Pedestrian amenities • Bicycle amenities • Transit amenities

Iteris will utilize pre-Covid intersection traffic volumes in the study area, from the recent Impact Fee Nexus Study completed by Iteris, to describe current intersection levels of service (LOS) during peak hours. Urban Design and Sustainability

• General architectural character and massing • Relationship of buildings to the street • Transition to the neighborhood • Building height, density, and setbacks • Scale of development • Landscape character

Infrastructure

• As-built plans, as available from public records, for existing sanitary sewer, water, and storm drain systems within the project limits

• Review of the base geographic information system (GIS) maps of existing data provided by the City

Existing drainage patterns and wet and dry utilities within the project study area based on available records/survey information and selective site observations Once the inventory of existing conditions has been prepared, Gruen will develop an Opportunities and Constraints Analysis (OCA) for each area in the Specific Plan to succinctly synthesize the information into a format that is easily understood by a wide

17


variety of stakeholders. The OCA will be concise enough to be incorporated into a handout at the Community Workshop or Pop-Up events, in order to educate the public about critical issues that will be addressed during the Specific Plan process. This information will also be used in the development of the Task 1.4.2. Task 1.4.2 - Concepts and Alternatives Analysis TASK 1.4.2.1 - DEVELOP LAND USE CONCEPTS AND ALTERNATIVES Gruen will use graphically rich examples and its library of precedent imagery to create an accessible, easy-to-understand memorandum of Land Use Concepts. The precedent imagery and information will be used to supplement up to two (2) alternative land use concepts representing a range of densities, open spaces, and land uses. The alternatives will consider a mix of affordable housing and building types identified in the Housing Element Update as well as employment and other uses. Each alternative may include:

• Land Use Plan • A list of common building typologies suitable for implementing the land use plan • Descriptions of building types, open space, and land uses proposed • Precedents of building types from other, similar TOD areas with aerial imagery and

images, as available • A listing of key information such as density, building height, access, and orientation

Gruen envisions that the memorandum will become a key communications and engagement tool as the City and Consultant team begin to educate the public about the benefits and trade-offs involved with transitioning to mixed-use and transit-oriented communities that fit the suburban character of the City. TASK 1.4.2.2 - CONDUCT MOBILITY NEEDS AND INFRASTRUCTURE STUDIES Gruen will work with team member Iteris to develop the Mobility Analysis. The mobility analysis will be multi-modal in nature focusing on opportunities to enhance connectivity to major destinations within the study areas including private development. Opportunities will focus on transportation recommendations that may allow for greater land use density along the corridors, while reducing VMT per capita. Constraints will consider levels of congestion at intersections and physical infrastructure, right-of-way challenges. The mobility analysis will address both vehicular and non-motorized modes with connectivity and parking considerations being at the center of this analysis: Safe, Efficient, and Accessible First/Last Mile Solutions The connectivity analysis will focus on safe and efficient access and highlight enhanced streetscape and intersection recommendations that promote alternative modes of transportation. Connectivity is especially important at the Metrolink station not only in terms of First/Last access but also in terms of safe crossings of rail lines.

18


Parking Parking is another critical component that supports the economic development of the study area. Integrating both on-street and off-street parking will support a vibrant transit-oriented-community. Policy recommendations will be considered within the two Specific Plan areas, specifically focusing on parking requirements for new residential and non-residential development. Iteris will research other locations/corridors where parking standards have been modified as a result of increased density. Other Considerations As part the mobility analysis Gruen will also identify other TOD supporting improvements such as bus shelters, bike share stations, bike lockers/racks, pocket parks (parklets) and benches. TASK 1.4.2.3 - MARKET ANALYSIS AND FINANCIAL FEASIBILITY ANALYSIS FOR PROJECT AREA Market Analysis for Los Angeles Avenue and Tapo Street Specific Plan Areas The single specific plan for these two areas, intended to guide future land use transition to higher density mixed use districts, need to be informed by market economics to ensure that the resulting policies are both realistic and forward looking. While higher density housing will be the emphasis, Gruen’s market analysis will cover commercial and employment uses as well. It will focus successively from the subregion to the city and then to the Los Angeles Avenue and Tapo Street Specific Plan Areas. The market analysis output will forecast housing units and retail commercial and office square footage demand for the next two decades. This analysis will serve to inform the specific plan by providing answers to the following types of questions:

• How many housing units by product type and density is the real estate market likely to produce in each of these areas over the next two decades?

• As this housing is developed, what will be the resulting new population and income? How much new retail and service spending can be expected to be generated by this new population and how much of this spending can be expected to be captured within the city and within each specific plan area?

• What are the implications of this additional spending on the amount and types of new retail and restaurants supportable, on supporting vertical mixed use with ground floor retail and on the consolidation of retail spaces in each area?

• This new population will expand and also diversify the Simi Valley workforce. What are the implications of this new and likely younger workforce for Simi Valley’s business attraction and office development opportunities – how much, what types and where?

• This new development and new population will create “placemaking” opportunities that may require public investment. To what extent will these well-designed new places enhance Simi Valley’s potential to retain existing businesses and attract innovative new businesses? Can these new places create new marketing and branding opportunities for Simi Valley?

19


Financial Feasibility of Development Prototypes Within each specific plan target area, LEG and Gruen will jointly select two sites to test the feasibility of prototype development projects. After Gruen has prepared conceptual design and massing diagrams for each site, LEG will use its financial feasibility model to provide a reality check on project feasibility. This feasibility analysis will serve to inform the refinement of the concept plans and formed based code with the objective of heightening developer interest. This feasibility modeling will address issues like the following:

• What are the land value implications of the proposed changes in zoning? • Do land values necessarily increase with greater density and building height? If

so, by how much? • Are apartment rents sufficient to support densities that can only be achieved with

podium parking? • Is vertical mixed use likely to succeed in the near term or longer term, if so at which

locations? • Are the residual land values from multi-family housing sufficiently high to induce

the private conversion of underutilized commercial parcels to housing or mixed-use development? If not, what strategies are available to induce new private investment?

Task 1.4.2 Deliverables:

• Alternative land use concepts • Mobility needs and infrastructure study memo • Two real estate market studies covering new housing, retail commercial and office

opportunities for the Los Angeles Avenue and the Tapo Street Specific Plan Areas • Development Feasibility Analysis

Task 1.4.3 - Plan Components and Policy Framework (Administrative Draft Plan Preparation) TASK 1.4.3.1 - DEVELOP DRAFT VISION, GOALS, AND OBJECTIVES Following the Pop-up events, Steering Committee meetings, and Community Workshop, and based on discussions with the City of Simi Valley and community input, Gruen will prepare a draft of the Vision, Goals, and Objectives Memorandum (Vision Memo). The vision will consist of a succinct statement that captures the essence of the land use and mobility vision that will be codified in the Specific Plans. Goals will be grouped into categories such as land use, urban design, mobility and active transportation, parks and open space, and benefits such as reductions in greenhouse gas emissions (GHG) and vehicle miles traveled (VM), affordable housing, and others as appropriate. Each goal will have a list of objectives and draft policies. With a team of planners, urban designers, architects, and landscape architects, Gruen will prepare up to six (6) visual representations to illustrate the preliminary vision, following initial input from the City, Steering Committee, and community for inclusion in the Vision Memo. The visual representations may include:

20


• Plans to illustrate the mix of land uses and assumed building types • SketchUp massing models (birdseye, plan view, and other views can quickly be

generated once a 3D massing model has been created • Precedent imagery to communicate the vision to the reader • Aerial Imagery key maps • Supporting text

This information will be formatted to invite feedback at the Community Meetings and other outreach activities. Gruen will submit a draft Vision Memo to the City for review. TASK 1.4.3.2 - DEVELOP LAND USE PLAN The feedback received from the City and community on the Opportunities and Alternative Concepts reports prepared as part of Task 1.4.2 will be critical to resolving the shared vision as part of the Land Use Plans (LU Plan). The LU Plan will consider the General Plan designations and consist of a map that shows the proposed uses for the Specific Plan study areas, including mixed use, retail, office, institutional, and other categories as appropriate. TASK 1.4.3.3 - DETERMINE SITE DEVELOPMENT AND DESIGN STANDARDS Gruen will develop design guidelines to help property owners, residents, businesses, and agencies to easily understand the intent and rationale behind design standards or objective standards that promote walking, cycling, and the use of transit. These guidelines will help present the Specific Plan Site Development and Design Standards (Design Standards). Graphics will consist of photos from built projects, clear and attractive plans, elevations, cross sections, and birdseye perspectives, with supporting text and annotation. The Design Standards will be formatted to be concise, easy to follow, and will provide the City, public, and development community with a clear roadmap for transit-supportive building, open space, and mobility standards. Gruen will work with the City to determine the topics for which design standards will be developed, but suggests at least the following:

• Massing and Bulk (Floor-Area Ratio) • Building Height • Building form standards, including articulation, glazing, and materials. These

standards will not prescribe particular "architectural styles." but will allow developer and architect flexibility while ensuring that buildings are pedestrian-oriented, ground-level uses are active and visible from the sidewalk, and that they meet other key TOD goals

• Site Design Standards, including setbacks, location of service, delivery, and maintenance functions, ingress/egress, provisions for cyclists and pedestrians, vehicular access, and others

• Landscape Design standards, including the use of street trees and vegetation along parkways and sidewalks

• Open Space Design Standards (on private and publicly-owned land)

21


• Sustainable Design Standards, including sustainable best practices for stormwater management, energy efficiency, etc.

• Public Art Standards (on private and publicly-owned land) • Parking Design Standards • Others, as determined by the City of Simi Valley and the Gruen Team, as

appropriate. TASK 1.4.3.4 - DEVELOP MOBILITY PLAN Led by Gruen Team member Iteris with input from Gruen, the Mobility and Parking Plan will build on the analysis described in earlier tasks. This Plan will present the mobility and parking goals and provide recommendations for improving pedestrian circulation, bicycle circulation, transit, vehicle and truck considerations, and parking elements. For each of the goals a policy framework will also be developed. Iteris will utilize the most recent version of the Simi Valley Transportation Analysis Model (SVTAM), which was originally developed and updated by Iteris, to derive the project-related VMT outputs for each corridor specific plan as part of the CEQA transportation analysis. The outputs will be compared against the regional average VMT per service population (for both existing and future conditions). The analysis will describe the project corridors as they relate to other land uses in the vicinity, the regional highway system, and multimodal connectivity (bicycle, pedestrian, and transit facilities). Iteris will utilize the City’s recently adopted CEQA thresholds, for land use plans, for significant impact determination. Iteris recently assisted the City in developing the thresholds as part of the Impact Fee Nexus Study Update. Iteris will prepare transportation metrics resulting from the traffic modeling, data collection, and analysis, for use in the project team’s environmental technical studies. This data will include VMT by fleet mix and Average Daily Traffic (ADT) by fleet mix for the roadway segments in the study area. The data will be prepared for both existing and proposed project scenarios. TASK 1.4.3.5 - DEVELOP INFRASTRUCTURE PLAN KPFF will data collect and analyze the existing utilities within the Specific Plan area based on information compiled from existing data supplied by the city, research from all local agencies having jurisdiction over this project, as well as observation through site visits. KPFF will visit the Specific Plan area to take notes and photos to understand main storm water and proposed utility patterns. Gruen will contact Simi Valley’s local agencies and utility companies (Engineering, Water Purveyors, Gas Company, etc.) to compile as-built data and assess how the planned development demands will need to be met. This information will serve as the basis for the Infrastructure Plan. KPFF will analyze the following infrastructure elements: sewer, waste management, road and pavement, stormwater, public water, communications, and open space. KPFF will make recommendations as to how to best protect, upgrade, or abandon the existing infrastructure facilities that feed the Specific Plan area.

22


In addition, KPFF will: Provide qualitative input regarding the required wet utilities infrastructure upgrades and improvements, as it pertains to sewer, storm, and water services, focusing on the trunk lines. This input will be based on the existing capacity information provided by the utility purveyors and the additional utility loads estimated based on the zoning proposed by the team. Provide input regarding possible Low Impact Development (LID) options to be implemented within the project area to meet the City requirements based on available geotechnical information. Mitigation measures listed in the infrastructure study for hydrology assessment, water supply and conveyance facilities, and waste water conveyance does not include pre-design services for deficiencies and/or hydraulic pipe network capacity studies. Final deliverables will be a civil narrative and an infrastructure plan exhibit summarizing the Civil related findings and recommendations. The exhibit will show existing utilities along the primary corridors and the potential improvements necessary to meet the projected demands based on the high-level analysis described above. The final Infrastructure Plan will include written assessments that will be incorporated into the Specific Plan document. TASK 1.4.3.6 - DEVELOP IMPLEMENTATION PLAN Gruen Team will draw on its experience supporting local governments and California developers to identify potential strategies to fulfillment of the development vision. Tools may include value capture tools, such as Enhanced Infrastructure Financing Districts, Federal and State infrastructure funding sources, grants, and public-private partnership opportunities. The Team will identify concepts to ensure the new plans and the City General Plan and Zoning are internally consistent. Task 1.4.3 Deliverables:

• Deliverables will include an Administrative Draft for City Review and one set of revisions. The revisions will be submitted to HCD for input.

• Draft Vision, Goals, and Objectives chapter • Maximum of six (6) visual representations of the Draft Vision to use in community

outreach activities • Land Use Plan and Policies chapter • Development and Design Standards chapter • Mobility Plan chapter • Infrastructure Plan chapter • Implementation Plan chapter

23


Task 1.4.4 - Draft Specific Plan Once the Administrative Draft Specific Plan have been prepared, Gruen will submit to the City of Simi Valley for review and incorporate any changes as needed. The final version of the plans and standards will serve as a basis for the Draft Specific Plan. Based on the understanding of the assignment and experience preparing Specific Plans, Gruen proposes the following preliminary outline, with much of the content developed previously as part of earlier tasks: 1. Administration

• Establishment of the Plan • Purpose • Vision, Goals, and Objectives • Relationship to other Zoning Regulations • Relationship to Previous Specific Plans • Relationship to the Simi Valley General Plan • Interpretation • Severability

2. Land Use and Zoning

• Permitted Uses • Residential Density • Floor Area Ratio • Height • Affordable Housing • Parking

3. Development and Design Standards

• Applicability • Building and Urban standards • Site Design Standards • Landscape Design standards • Sustainable Design Standards • Parking Design Standards

4. Street and Open Space Design Standards

• Street Typologies and Applicability • Streetscape Design Standards • Privately-owned Open Space • Publicly-owned Open Space

5. Maps

• Land Use • Plan Boundary • Others, as necessary

24


6. Appendix • Existing Conditions Report • Public Outreach Plan and Activities • Additional Figures • Others, as necessary

Gruen will work with the City of Simi Valley and other coordination efforts, to refine the ultimate scope and content for the Draft Specific Plan. Task 1.4.4 Deliverables:

• Working Draft Specific Plan Task 1.4.5 - Hearings TASK 1.4.5.1 - COMPLETE DRAFT SPECIFIC PLAN Once the Draft Specific Plan has been prepared, Gruen will submit to the City for review and make changes as requested. This second version of the Draft Specific Plan will be reviewed by City Staff and by the Planning Commission and City Council along with the CEQA documentation described in Section 7.0 of the Request for Proposal. One (1) reproducible copy, one (1) electronic copy in Word format, and one (1) electronic copy in PDF format of the Draft Specific Plan will be prepared and sent to the City for review. CEQA documentation will accompany the Draft Specific Plan and be approved before the plan. TASK 1.4.5.2 - PLANNING COMMISSION HEARING Gruen will attend one (1) hearing of the Simi Valley Planning Commission and be available to answer questions about the Draft Specific Plan. For the hearing, Gruen will assist City staff in preparing a brief presentation that covers major topics as they relate to the process and content developed for the Specific Plan. TASK 1.4.5.3 - CITY COUNCIL HEARING Following the Planning Commission Hearing, Gruen will attend one (1) hearing of the Simi Valley City Council and be available to answer questions about the Draft Specific Plan. Gruen will provide the same the presentation to Council that was presented to the Planning Commission. TASK 1.4.6 - FINAL SPECIFIC PLAN Following the Planning Commission and City Council Meetings, Gruen will work with City of Simi Valley staff to determine the changes that need to be made as part of the Final Specific Plan. Following this, Gruen will revise as needed and produce five thirty (30) bound copies, one (1) electronic copy in Word format, and one (1) electronic copy in PDF format of the Final Specific Plan and deliver to the City. Task 1.4.5 & 1.4.6 Deliverables:

• Draft Specific Plan • Planning Commission to recommend Specific Plan to City Council • City Council to approve/adopt Specific Plan • Final Specific Plan

25


TASK 1.5 - ECONOMIC DEVELOPMENT PLAN STRATEGY UPDATES Task 1.5.1 - Update of Economic Development Strategy Plan to Address Sustainability, Job-Housing Balance and Compatibility The future development of new multi-family and mixed-use neighborhoods, facilitated by the grant funding, likely creates new economic development opportunities for Simi Valley. The Gruen team will focus on programs and strategies that exploit the socio-economic changes that have been accelerated by the events of 2020 and 2021. Informed by the foregoing citywide and specific plan area research and case studies from comparable cities, LEG will draft an updated set of economic development strategies for discussion with the City’s leadership and economic development staff. Gruen team member LEG will conduct one or more roundtable meetings to interview approximately 15 senior Economic Development staff and City leadership (Council Members, Planning Commissioners, Chamber Executive and/or business leaders) to discuss the strengths and weaknesses of the existing Strategy Plan including strategies that should be enhanced, new strategies, and strategies that are dated and could be eliminated. Gruen’s work steps will include the following:

• Review the existing Economic Development Strategy PlanResearch, screen and select three or four case studies of successful economic development programs or strategies of similar cities. The research will concentrate on cities of similar size and geography and programs that have had significant impact. (One idea that may justify further exploration is the transition of older industrial districts containing low rent buildings into pedestrian districts offering independent artisan craft beverages, tasting rooms, bakeries, cafes, art galleries and specialty stores. Santa Barbara’s Funk Zone is one example that caters to that city’s contemporary side. Tin City in Paso Robles is another possible example that appears to be primarily a private development.)

• Interview approximately 15 senior Economic Development staff, City leadership (Council Members, Planning Commissioners, Chamber Executive and/or business leaders) and executives at partner organizations to discuss the strengths and weaknesses of the existing Strategy Plan including strategies that should be enhanced, new strategies that take advantage of the new normal, and strategies that are dated and could be eliminated.

• Present new strategies that flowed from all of the foregoing analysis, discussions and case studies with a focus on sustainability, job-housing balance and compatibility with the City’s forward-looking goals and strategies.

• Formulate a Draft Updated Economic Development Strategy Plan for City staff review and possible adoption by Council after refinements.

• Attend the City Council presentation in support of City staff if requested. Task 1.5 Deliverables:

• Draft Update Economic Development Strategy Plan for City Review and Adoption

26


• Revisions to Draft Economic Development Strategy Plan based on City and Roundtable comments

TASK 1.6 - CEQA REVIEW Task 1.6.1 - Project Description Utilizing information provided by the Project Team, TAHA will prepare a comprehensive project description. The project will include the preparation of a Specific Plan that includes zoning and development standards to be used to streamline future housing projects. The project description will include tables, maps, and other graphics to summarize and present the information in a clear and concise format. Task 1.6.2 - Screencheck Draft Initial Study TAHA will prepare a comprehensive Initial Study addressing the 21 environmental topic areas defined by CEQA and provide a detailed response to each checklist question identifying the project’s impacts for each of the topic areas. The findings from the Transportation/Traffic and Utility/Infrastructure Studies to be prepared for the project will be summarized within the Initial Study, as appropriate. Mitigation measures to reduce potentially significant impacts to less-than-significant levels will be identified, where necessary. However, it is Gruen’s intention that mitigation measures will be incorporated into the Specific Plan as policies or implementation measures. As part of this task, TAHA will assist City staff with the Native American consultation process in accordance with Assembly Bill 52 (AB 52). City staff will provide TAHA with a list of tribes who have requested AB 52 notification, and TAHA will draft letters to Native American tribal government contacts on the City’s behalf. Native American contacts have 30 days to respond and request further consultation. In addition, TAHA will conduct a search of all recorded archaeological and built-environment resources and cultural resource reports within the planning area on file with the South Central Coastal Information Center (SCCIC) at California State University, Fullerton for reference within the Initial Study. TAHA will submit the Screencheck Draft of the Initial Study to the Project Team to review electronically. Task 1.6.3 - Technical Studies In addition to the Transportation/Traffic and Utility/Infrastructure Studies to be prepare for the project, TAHA’s in-house specialists will conduct the technical Air Quality, Greenhouse Gas (GHG) and Noise impact analysis for the project. The scopes of these technical studies are discussed below.

• Air Quality. TAHA will conduct the technical air quality analysis for the proposed project which will evaluate impacts resulting from construction and operation and will focus on short- and long-term effects of project activities on nearby sensitive receptors. For the impact analysis, the Ventura County Air Pollution Control District (VCAPCD) is responsible for regulatory oversight of air quality in the region. Construction and operational emissions will be estimated using the CalEEMod emissions inventory model, which includes emission factors from the EMFAC2017

27


and OFFROAD air quality models. Construction impacts will be assessed using typical equipment inventories required for similar land use developments. The analysis will consider emissions produced by equipment exhaust, fugitive dust generation, and mobile vehicle trips to and from the project sites. The operational analysis will rely on traffic data and vehicle miles traveled to estimate mobile source emissions and also present area source emissions (e.g., consumer product use). TAHA will also assess the potential for traffic-related carbon monoxide hot-spots, odors, toxic air contaminants, and consistency with the Air Quality Management Plan. If air quality impacts are identified, mitigation measures will be developed to reduce impacts to less-than-significant levels.

• Greenhouse Gas (GHG) Emissions. TAHA will conduct the technical GHG

emissions analysis for the proposed project which will evaluate potential impacts resulting from construction and operation in accordance with the CEQA Guidelines. Construction activities will generate GHG emissions through sources including equipment exhaust, truck trips, and worker commute trips. Operational activities will primarily generate GHG emissions related to daily traffic and energy consumption. The mobile source analysis will focus on vehicle miles traveled for the per capita population. The impact determination will be based on guidance provided by the (VCAPCD) and project consistency with GHG reduction plans developed by the City of Simi Valley, the Southern California Association of Governments, and the State of California. If GHG impacts are identified, mitigation measures will be developed to reduce potential impacts to a less-than-significant level.

• Noise. TAHA will conduct the technical noise analysis that will focus on

construction activity and changes to the existing ambient noise environment after implementation of the proposed project. Construction activities will generate noise from both equipment/truck activity and construction-related changes to traffic flow on surface streets. The construction noise analysis will identify potentially affected sensitive land uses and quantify equipment/truck noise levels. Vibration levels associated with construction equipment will be obtained from technical data published by the Federal Transit Administration. This information will be used to quantify vibration levels that may annoy users of adjacent buildings or damage those same buildings. After construction, TAHA will quantify traffic-related changes in existing noise levels. TAHA will use a combination of technical prediction procedures to predict operational noise. If noise impacts are identified, mitigation measures will be identified to reduce potential impacts to a less-than-significant level.

Task 1.6.4 - Revisions and Draft Initial Study TAHA will respond to the Project Team’s comments and revise the Initial Study, as necessary. It is anticipated that up to two cycles of review, comments, and revisions will occur prior to finalizing the Initial Study for public review. TAHA will prepare the Notice of Intent to Adopt the Negative Declaration (ND) or Mitigated Negative Declaration (MND) and be responsible for distributing the notice. TAHA will also file the Notice of Intent with the State Clearinghouse and the Ventura County Clerk.

28


Task 1.6.5 - Responses to Comments and MMRP Following the 20-day public circulation period, TAHA will prepare the responses to comments received on the Initial Study. Depending on the City’s preference, these responses can be incorporated into a Final Initial Study document, or the responses can be included in the Staff Report to be prepared for the project. If necessary, TAHA will also prepare the Mitigation Monitoring and Reporting Program (MMRP) for the project. The MMRP will allow the City to verify that the required mitigation measures are implemented and will identify what entity is responsible for implementing the measure, the entity responsible for monitoring enforcement of the measure and when the measure will be implemented. Task 1.6.6 - Meetings, Hearings and Notice of Determination (NOD) Throughout the duration of the proposed project, TAHA will attend up to three project coordination meetings with the Project Team. TAHA will also attend any public scoping meetings and/or hearings for the project to assist in responding to any of the decision-makers’ questions and concerns regarding the environmental document. TAHA will prepare the Notice of Determination (NOD) and file the NOD with the Ventura County Clerk within five days of project approval. TAHA will also be responsible for payment of the County Clerk and California Department of Fish and Wildlife fees, which are included in the cost. Task 1.6 Deliverables:

• Draft Initial Study • Responses to comments for the Initial Study • Final Initial Study • Notice of Intent to Adopt the ND or MND • Attendance at public scoping meetings or hearings • Notice of Determination

29

EXHIBIT “B”

COST PROPOSAL AND COST BREAKDOWN

CONTRACT FOR PROFESSIONAL SERVICES BETWEEN THE CITY OF SIMI VALLEY AND GRUEN ASSOCAITES TO PROVIDE CONSULTING SERVICES FOR SB 2 AND LEAP GRANTS PROGRAMS IMPLEMENTATION, RFP NO. ESP 21-01

30

City of Simi ValleyConsulting Services For SB 2 and LEAP Grants Programs��

Cost Proposal

Larr

y Sc

hlos

sber

g, A

IA, A

ICP

��

��

��

��

�

Orla

ndo

Gon

zale

z

Pr

ojec

t Man

ager

, Sen

ior P

lann

er/

Urb

an D

esig

ner

Elai

ne V

. Car

brey

, AIA

, AIC

P

Q

A/Q

C

Mat

thew

Par

rent

, AIC

P

Se

nior

Pla

nner

/ U

rban

Des

igne

r

Kam

ille

Park

s, A

ICP

Pl

anne

r

Assi

stan

t Pla

nner

/Urb

an D

esig

ner

Dea

n H

owel

l, A

SLA

Land

scap

e Ar

chite

ct

Terr

y A

. Hay

es

Pr

inci

pal

Sam

Silv

erm

an

Se

nior

Ass

ocia

te

Kev

in F

errie

r

Seni

or P

lann

er

And

ers

Suth

erla

nd

As

soci

ate

Env.

Sci

entis

t

Bla

ire F

rei

Plan

ner

Hen

ry H

apro

v

Gra

phic

s/G

IS

Nat

asha

Map

p

Ad

min

stra

tive

Assi

stan

t

Bill

y Sh

ondy

As

sist

ant P

lann

er

Kie

arn

Bar

thol

ow

Plan

ner

Dee

pak

Kau

shik

Tr

affic

Ana

lysi

s Pr

ojec

t Man

ager

Jenn

ifer M

artin

Traf

fic F

orec

astin

g Le

ad

Sung

Woo

Jo

Pr

ojec

t Eng

inee

r

Jin

Eo

Proj

ect E

ngin

eer

Jeff

Gav

azza

Prin

cipa

l

Neh

a Ya

dav

Proj

ect M

anag

er

Proj

ect E

ngin

eer

Des

ign

Engi

neer

Will

iam

Lee

Seni

or E

cono

mis

t

Tany

a C

hira

nakh

on

Ec

onom

ist

Fully Burdened Rate

$249

.88

$123

.88

$181

.56

$147

.79

$91.

39

$79.

60

$154

.24

$295

.55

$191

.26

$153

.99

$132

.83

$82.

02

$65.

32

$84.

36

$62.

21

$82.

02

$230

.00

$225

.00

$135

.00

$120

.00

$250

.00

$185

.00

$155

.00

$140

.00

$190

.00

$130

.00

Hours Total Gruen Team Fee

10 58 0 12 34 0 0 5 0 15 0 0 0 0 0 0 8 0 0 0 2 8 8 0 0 0 160 $23,412

2 4 0 2 4 0 0 1 0 1 0 0 0 0 0 0 2 0 0 0 0 2 0 0 0 0 18 $2,9368 54 0 10 30 0 0 4 0 14 0 0 0 0 0 0 6 0 0 0 2 6 8 0 0 0 142 $20,476

3 90 3 24 78 18 0 0 0 0 0 0 0 0 0 0 4 0 0 0 0 4 0 0 0 0 224 $26,2123 30 3 12 30 18 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 96 $10,9590 30 0 0 24 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 54 $5,9100 30 0 12 24 0 0 0 0 0 0 0 0 0 0 0 4 0 0 0 0 4 0 0 0 0 74 $9,343

28 84 34 120 293 51 24 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 24 13 671 $82,099

4 8 10 20 60 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 102 $12,24516 50 16 60 130 30 16 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 318 $38,7018 26 8 40 103 21 8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 24 13 251 $31,153

32 448 92 64 490 184 36 0 0 0 0 0 0 0 0 0 42 34 95 122 0 68 88 84 76 72 2,027 $261,192�.4.1 - Existing Conditions and Opportunities and Constraints 0 36 18 0 54 24 0 0 0 0 0 0 0 0 0 0 10 10 30 36 0 12 16 29 0 0 275 $36,253�.4.2 - Concepts and Alternatives Analysis 0 50 20 0 60 0 0 0 0 0 0 0 0 0 0 0 2 2 4 8 0 20 32 25 76 72 371 $53,679

8 150 24 24 160 90 20 0 0 0 0 0 0 0 0 0 4 2 4 4 0 4 4 0 0 0 498 $57,107

�.4.4 - Draft Specific Plan 10 160 20 40 136 70 8 0 0 0 0 0 0 0 0 0 10 16 39 46 0 18 26 20 0 0 619 $77,942�.4.5 - Hearings 6 12 0 0 20 0 0 0 0 0 0 0 0 0 0 0 8 0 0 0 0 4 0 0 0 0 50 $7,394�.4.6 - Final Specific Plan 8 40 10 0 60 0 8 0 0 0 0 0 0 0 0 0 8 4 18 28 0 10 10 10 0 0 214 $28,817

0 20 8 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 89 86 175 $33,498

0 20 8 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 89 86

0 26 8 0 20 0 0 25 30 88 65 90 10 24 70 65 0 0 0 0 0 0 0 0 0 0 159 $61,5580 26 8 0 20 0 0 25 30 88 65 90 10 24 70 65 0 0 0 0 0 0 0 0 0 0

73 726 145 230 915 253 60 30 30 103 65 90 10 24 70 65 54 34 95 122 2 80 96 84 189 171 3,257

$18,

241

$89,

937

$26,

326

$33,

992

$83,

622

$20,

139

$9,2

54

$8,8

67

$5,7

38

$15,

861

$8,6

34

$7,3

82

$653

$2,0

25

$4,3

55

$5,3

31

$12,

420

$7,6

50

$12,

825

$14,

640

$500

$14,

800

$14,

880

$11,

760

$35,

910

$22,

230

$487,971

Other Direct Cost $12,025

$499,996.05Other Direct Cost (with no mark-up)

$0

$0

$0$0

$1,500$145$2,915$0

$0$368

$1,707

$7,465

LEG

$0

$58,140

$0$0

$145

$0

$43,440

$1,362

$138

$2,915

TOTAL ODCsOutreach MaterialsTransportationPrinting/Reproduction/Other $5,391

TASK �.4 - SPECIFIC PLAN

TASK �.5 - ECONOMIC DEVELOPMENT STRATEGY UPDATE

�.4.3 - Plan Components and Policy Framework (Administrative Draft)

Total Hours

TASK �.6 - CEQA REVIEW

$7,465

$288,976TOTAL FEE $61,760$2,915 $145

$47,680

Subtotal Fee

$1,500

TASK 1.3 - OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS1.3.1 - Citywide Objectives, Adopted Plans, Existing Conditions1.3.2 - Administrative Draft Standards1.3.3 - Final Design Standards

1.�� - Check-in Meetings and Management (18)TASK �.2 - OUTREACH PROGRAM

1.2.2 - Pop Up Events1.2.3 - Community Engagement Events

1.2.1 - Steering Committee

TAHA KPFFITERIS

1.1�� - Project Kick-off Meeting

GRUEN ASSOCIATES

TASK 1�� - PROJECT INITIATION AND MANAGEMENT

31

City of Simi ValleyConsulting Services For SB 2 and LEAP Grants Programs��

2021 2022 2023quarter Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4month � D J F M A M J J A S � D J F M A M J J A S � D

month # 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27

Task �.1 - Project Initiation and Management�� $2,936 -

�.1.2 - Check-in Meetings (18) and Management $10,238 $10,238

Task �.2 - Outreach Program�.2.1 - Steering Committee and Rountable Meetings $8,219 $2,740

�.2.2 - Pop Up Events $2,955 $2,955

�.2.3 - Community Engagement Events $6,232 $3,111

Task �.3 - Objective Design and Development Standards��!�"��#��%�&'�*"��"��+�&'��:�&��"��& $12,245 -

�.3.2 - Administrative Draft Standards $19,350 $19,350

�.3.3 - Final Design Standards - $31,153

�� ;��:�&��"��&��"��<��&��"��&��& $36,253 -

�.4.2 - Concepts and Alternatives Analysis $53,679 -

�.4.3 - Plan Components and Policy Framework (Administrative Draft) $28,553 $28,553

��;�;��=�>��+� $15,588 $62,354

�.4.5 - Hearings - $7,394

��;�?��@��+��+� - - $28,817

Task �.5 - Economic Development Strategy Update$23,449 $10,049

Task �.6 - CEQA ReviewN?�'VVW�X�:�+<"��Y��&Z

TOTAL Per Fiscal Year X��+<"��=�&Z $219,698 $239,456 $28,817�[��=��&& $12,025TOTAL $499,996

�� !�"�� #��"#��%�� &��'��

"#*��*+/*/:*��;/<*/:+::� "#�:��=/*/::��;/<*/:+:<� "#�<��=/*/:<��*+/<*/:+:<�

This schedule assumes a 24-27 month schedule. The project start date is contingent on when the consultant is selected and the contract is signed. The above is subject to change if assumptions change.

32

Cost Breakdown by Tasks

Gruen TAHA Iteris KPFF Land Econ

Fee by Task

Task 1.1 - Project Initiation and Management $14,565 $3,788 $1,840 $3,220 - $23,412

Task 1.2 - Outreach Program $24,552 - $920 $740 - $26,212

Task 1.3 - Objective Design and Development Standards $75,849 - - - $6,250 $81,562

Task 1.4 - Specific Plan $154,637 - $44,775 $37,980 $23,800 $260,278

Task 1.5 - Economic Development Strategy Update $5,408 - - - $28,090 $33,498

Task 1.6 - CEQA Review $6,501 $55,057 - - - $61,558

Other Direct Costs $7,465 $2,915 $145 $1,500 $0 $12,025

TOTAL $288,976 $61,760 $47,680 $43,440 58,140 $499,996

33


EXHIBIT “C”

INSURANCE REQUIREMENTS

CONTRACT FOR PROFESSIONAL SERVICES BETWEEN THE CITY OF SIMI VALLEY AND GRUEN ASSOCIATES TO PROVIDE CONSULTING SERVICES FOR SB 2 AND LEAP GRANTS PROGRAMS IMPLEMENTATION, RFP NO. ESP 21-01

Insurance Requirements Each proposer shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees. Each proposer/Consultant shall procure and maintain for the duration of the contract insurance claims arising out of their services and including, but not limited to loss, damage, theft or other misuse of data, infringement of intellectual property, invasion of privacy and breach of data. Each Owner/Operator shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damage to property which may arise from or in connection with the ownership, maintenance or use of the Unmanned Aerial System (UAS). Minimum Scope and Limit of Insurance Coverage shall be at least as broad as: 1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01

covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. Consultant hereby certifies that it is aware of the provisions of Section 3700 et seq., of the Labor Code which require every employer to be insured against liability for Workers' Compensation.

4. Professional Liability (Errors and Omissions) Insurance appropriate to the Consultant’s profession, with limits no less than $2,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

If the proposer/Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.

34


Other Insurance Provisions - The insurance policies are to contain, or be endorsed to contain, the following provisions: Additional Insured Status The City, its Boards, Officers, Agents, Officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). Primary Coverage For any claims related to this project/contract, the Consultant’s insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its Boards, Officers, Agents, Officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its Boards, Officers, Agents, Officials, employees, and volunteers shall be excess of the Consultant’s insurance and shall not contribute with it. Notice of Cancellation Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. Waiver of Subrogation Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the City for all work performed by the Consultant, its employees, agents and subcontractors. Self-Insured Retentions Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City. Acceptability of Insurers Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City. Claims Made Policies If any of the required policies provide coverage on a claims-made basis: 1. The Retroactive Date must be shown, and this date must be before the execution date

of the contract or the beginning of contract work. 2. Insurance must be maintained and evidence of insurance must be provided for at least

five (5) years after completion of the contract of work.

35


3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective, or start of work date, the Consultant must purchase extended reporting period coverage for a minimum of five (5) years after completion of contract work.

4. A copy of the claims reporting requirements must be submitted to the City for review. Verification of Coverage Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. Subcontractors Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that the City is an additional insured on insurance required from subcontractors. For CGL coverage, subcontractors shall provide coverage with a form at least as broad as CG 20 38 04 13. Special Risks or Circumstances City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. For questions regarding insurance requirements, please contact Trevor Earle, Risk Manager, at (805) 583-6739. Verification. I have read and understand the above insurance requirements. ________________________________ _____________________ Authorized Signature Date Larry Schlossberg, Partner Print Name

36

Documents

Conse nt (3)