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HomeMy WebLinkAboutStaff Report 2818 City of Palo Alto (ID # 2818) City Council Staff Report Report Type: Consent Calendar Meeting Date: 6/4/2012 June 04, 2012 Page 1 of 3 (ID # 2818) Summary Title: Rail Corridor Study Contract Amendment Title: Approval of a Contract Amendment with BMS Design Group Contract (C11138343) to Extend the Term and Add $25,000 for a Total Not to Exceed Amount of $225,000 for the Palo Alto Rail Corridor Study From: City Manager Lead Department: Planning and Community Environment Recommendation Staff recommends that Council approve and authorize the City Manager to execute the attached amendment to contract C11138343, with BMS Design Group, to extend the contract term and to add $25,000 in compensation for additional tasks necessary to complete Palo Alto’s Rail Corridor Study, for a total contract not to exceed amount of $225,000. Executive Summary On February 14, 2011, the City Council authorized the City Manager to execute a contract with BMS Design Group to prepare the Rail Corridor Study for $200,000. The authorization for the contract was issued following the approval by Council for the draft scope of work for the Palo Alto Rail Corridor Study. BMS Design Group was chosen following the issuance of a Request for Proposal (RFP) to six planning and urban design consultants to prepare the study. During the preparation of the report, due to the volume of comments and increase in number of meetings, the term of the existing contract was extended by the City Manager in accordance with Palo Alto Municipal Code Chapter 2.30.290(b). Subsequently, it was determined that the budget would need to be amended to allow for the additional work necessary to adequately address all issues and for extended public outreach. Staff expects the final study to be reviewed by Council in late June or July of 2012. Background The City Council initiated the Palo Alto Rail Corridor Study, including the formation of a citizen Task Force, to evaluate land use, transportation and urban design elements of the rail corridor, particularly in response to proposed improvements to fixed rail services along tracks in Palo Alto. Although the High Speed Rail project provides important context for the study, it is not intended to be the study focus. June 04, 2012 Page 2 of 3 (ID # 2818) The Council authorized the contract with BMS Design Group on February 14, 2011, for a total amount of $200,000. The project was proposed to be completed in three phases, which included multiple meetings, in approximately 12 months. The project is currently in its third and final phase, the preparation and finalization of the formal report. The proposed amendment would extend the contract to August 14, 2012 to accommodate the additional work that has been since determined to be required. Discussion The scope of the contract is for the preparation of a Rail Corridor Study. The study is proposed to be completed no later than August 14, 2012 (final review by Council is currently scheduled for late June). Additional funding of $25,000 is requested due to the additional time and resources required for the preparation of additional drafts of the study to effectively respond to comments from the public and the City’s various Boards, Commissions and Council. As the project has progressed, additional meetings that were not in the original scope were added, such as a meeting with the Palo Alto Bicycle Advisory Committee and the City-School Traffic Safety Committee. A total of 15 Task Force meetings have been conducted (as compared to an initial estimate of 11 meetings). The need to hold meetings with the various groups and community and to adequately study the issues, including changes to the High-Speed Rail project, has extended the timing of the project beyond the anticipated 12 months originally scoped. A copy of the additional scope needed for the project is included as Attachment B. Staff believes the additional time has been necessary to prepare an effective Study that adequately addresses the City’s needs and to meet the City Council’s direction to generate a community vision for land use, transportation, and urban design opportunities along the rail corridor. Resource Impact Funding for the budget increase of $25,000 is being provided from unused contract services funds from the department budget of Planning and Community Environment for the 2011-2012 fiscal year. The original $200,000 budget was allocated by the City Council when the Study was initiated. The initial $100,000 was budgeted during the 2010-2011 fiscal year and the remaining $100,000 was budgeted for the project in the 2011-2012 fiscal year. Policy Implications The Study will rely on the City’s Comprehensive Plan and other land use and transportation policies to guide the effort for the corridor, and key elements of the Study will factor into the update of the Comprehensive Plan. Environmental Review June 04, 2012 Page 3 of 3 (ID # 2818) Approving a change order for the contract for the study is not considered a project requiring environmental review per the California Environmental Quality Act. Environmental review for the Rail Corridor Plan will be completed as part of the Comprehensive Plan Environmental Impact Report. Attachments: Attachment A: Contract Amendment (PDF) Attachment B: Revised Scope of Services (PDF) Attachment C - Original Scope of Services (PDF) Prepared By: Elena Lee, Senior Planner Department Head: Curtis Williams, Director City Manager Approval: ____________________________________ James Keene, City Manager AMENDMENT NO.1 TO CONTRACT NO. C11138343 BETWEEN THE CITY OF PALO ALTO AND BMS DESIGN GROUP This Amendment No. I to Contract No. C11138343 ("Contract") is entered into May ,2012, by and between the CITY OF PALO ALTO, a charter city and a municipal corporation of the State of California ("CITY"), and BMS DESIGN GROUP, a partnership located at 414 Jackson Street, Suite 404, San Francisco, CA 94111 ("CONTRACTOR"). RECIT A L S: WHEREAS, the Contract was entered into between the parties for the provision of a Palo Alto Rail Corridor Study to evaluate land use, transportation, and urban design elements of the rail corridor area; and WHEREAS, the parties wish to amend the Contract; NOW, THEREFORE, in consideration of the covenants, terms, conditions, and provisions of this Amendment, the patties agree: SECTION I. Section 2 is hereby amended to read as follows: . , " " "SECTION 2. TERM. ',. The term of this Agreement shall be from the date of its full execution through August 14, 2012, or completion of Study, whichever occurs first, unless tClminated earlier pursuant to Section 19 of this Agreement. " SECTION 2. Section 4 is hereby amended to read as follows: " . SECTION 4. NOT TO EXCEED COMPENSATION. The compensation to be paid to CONSULTANT for performance oflhe Services described in Exhibit "A", including both payment for professional services and reimbursable expenses, shall not exceed Two Hundred Twenty Five Thousand Dollars ($225,000.00). In the event Additional Services are authorized, the total compensation for services and reimbursable expenses shall not exceed Two Hundred Twenty Five Tbousand Dollars ($225,000.00). The applicable rates and schedule of payment are set out in Exhibit "C-I ", entitled "SCHEDULE OF RATES," which is attached to and made a part of this Agreement. Additional Services, if any, shall be authorized in accordance with and subject to the provisions of Ex bib it "C". CONSULTANT shall not receive any compensation for Additional Services perfolmed without the prior written authorization of CITY. Additional Services shall mean any work that is determined by CITY to be necessary for the proper completion of the Project, but which is not included within the Scope of Services described in Exhibit "A"." 1 120507 sm 010 SECTION 3. The following exhibit(s) to the Contract is/are hereby amended to read as set forth in the attachment(s) to this Amendment, which are incorporated in full by this reference: a. Exhibit "A" entitled "Scope of Services". b. Exhibit "c" entitled "Compensation". SECTION 4. Except as herein modified, all other provisions of the Contract, including any exhibits and subsequent amendments thereto, shall remain in full force and effect. IN WITNESS WHEREOF, the parties have by their duly authorized representatives executed this Amendment on the date first above written. APPROVED: City Manager APPROVED AS TO FORM: Senior Asst. City Attorney Date: Attachments: EXHIBIT "A": EXHIBIT "C": 120507smOlO SCOPE OF SERVICES COMPENSATION BMS DESIGN GROUP BY~V Name:t$-~ll4::!~~ Title: ~~~~ __ _ 2 1. SCOPE OF SERVICES EXHIBIT "A" SCOPE OF SERVICES PHASE 1: CONTEXT AND VISION (4 months) Task 1.1 PI'ojoel Initiation The BMS Design Group team will meet with staff to finalize lhe work program, schedule and project budget. The work program will be used throughout the process to monitor progress; work products will be clearly defined. At Ihis time the team will submit requests for data of varying types. At this time schedules and procedUl'es for project communications will be identified. A preliminary schedule of High Speed Rail Committee, Planning and Transportation Commission and City Council meetings will be set. Task 1.2 Review Background llbterilds City Staff will provide GIS and Autocad data and mapping, reports, analyses and other data for relevant studies, eity documents, and other materials including in progress plans. The BMS team will utilize the city's data to prepare base maps suitable for analysis and plan preparation. The team will undertake a thorough revicw of site conditions, relevant documents and plans including documents relevant to corridor transportation and, in particular, documents produced by the HSR Authority related to alignment options and sllltion information. Utilizing materials provided by the city, including policy and regulatory plans and ordinances, planned or proposed project information, site and aerial photos, and work by other consultants, the BMS team will assemble and review materials in preparation for subsequent tasks. The team will create a preliminary list of issues to be discussed with the Task Foree and community. The BMS team and city staff will conduct a site tour of the project area. Task 1.3 Task Force Meeting 1 The preliminary Task Fore<) meeting will serve to introduce the project work program and schedule. BMS Design Group will litcHitate a discussion of goals fur the proje"i and issues that the Task Force considers essential to the outcome of the project. Task 1.4 Stakeholder Interviews The BMS team will conduct a limited number of individual or small group stakeholder interviews. These will provide key stakeholders with an opportunity to discuss issues of particular concern direetly with the team. These meetings, if needed, will be conducted on the same days as other standing meetings such as Task Foree. Task 1.5 Community Meeting I I Issues Charrette The BMS team will conduct the first project community meeting. The agenda for the meeting will include a review of the work program and schedule, as well as an update by city slllff on any related HSR or city planning information. The BMS team will facilitate a discussion and prioritization of issues of concern to the community. These will become elements in the ultimate evaluation of project concepts and alternatives. Task 1.6 Urban Design and Land Use Analysis -Issues and Opportunities Professiolllll Services Rev June 2, 20 to S;\ASD\PURCf{\SOUClTATIONS\CURRENT BUYER-eM FOLDERS\OTI-JERS -ADRIAN\Contraet Amendmoots\Cll138343 BMS Design Group\Cl t t 38343 -Exhibit A For Amend NQ t Rev 050720 12_doc Prepare Urban Design and Land Use Analysis The BMS team will coll .. t a range of information regarding the existing nature of the study area and its short and long term opportunities. Information to be eompiled and eonsidered will include: Existing land use patterns Existing facilities, including public and community uses such as schools, parks, community facilities, etc. • Neighbnrhood/district context ... neighbnring uses and districts, areas of influenee • Community scale and character • Arehitectund and landscape chamcter • Distinguishing features such as landmarks, entries and edges Relationship of facilities and uses to major and minor rights of way and circulation fmmework Opportunity sites Parcel eonfigurations Parcel ownership Proximity to transit facilities Provide MarketNBased Inputs to Issues and Coneepts Making use of existing data and studies as much as possible, EPS will conduct a high-level market review to assess potential development opportunities in the study area. Utilizing area demographic and employment trends, development patterns, eompetitive supply, and project performanee, EPS will characterize the market SUppOlt for various types of development along the Con·idoe. The results ofEPS's market review will be incOl'porated as the land use alternatives are developed. EPS will work with the rest of the consultant team to .hape the land use alternatives by attending the task force meeting described in Task 1.7 to provide perspective on 'the implications of each alternative in terms of its capitalization on market oppoliunities, its projected buildout timeframe, and the comparative value being created for property owners. Prelimjnary Identification oflwplementatiou Constraints The BMS Team will work with City staff, rail agency representatives, and other important stakeholders to understand the potential parameters of each party's participation in the implementation ofthe Corridor plan. Issues to discuss will include the entities' legal and administrative obligations and eon.traints, the amount of and competition for fmancia1 resoureesJ etc. For example, do changes to existing regulations or programs require popular elections? What funding sources are available and how much have been pledged to other projects or programs? Do the by~laws of various entities' fomlation prevent or require certain actions? This review will help to ensure that the parties involved and the community-at-large understand the "ground rules" for evaluating the viability of alternative pJanning eoncepts. Task 1.7 Task Force Mooting 2 The second Task Foree meeting will roeus on reviewing and discussing the urhan design and land use analysis. The meeting will he facilitated by BMS to ensure Ihat Ihe Task Foree can review and comment on all the various element of analysis that are prcsenled. The focus will be on confinning the team's analysis and identilYing key issues and opportunities. Task 1.8 Transportation and Circulalion Framework Aualysis -Issues and Opportunities Kimley Horn will summarize and describe key lransportation perameters assoelated with Ihe HSR alignment options and stalion location including polential impacts, obslructions to connectivity, multi-modal access, infrastructure requirements, and costs. KHA will also summarize transportation-related issues as identified in the analysis, 'and as 2 Professional Services Rev June 2,2010 S:\ASDIPURCHlSOLlcnWI10NS\CURRENT BUYER·CM FOLDERS\OTIlERS -ADRIANlContract Ameoomenl,\C III 38343 BMS Design Group\C1I t31B43· Exhibit A For Amtmd Nol Rev 05072012.doc , discussed by staff, city leadel~, the Task Force and community. Working with the BMS team, KHA will discuss land use, urban design and transpOltation opportunities associated with the study area and future infrastructure improvements. KHA will provide a comparative assessment of existing and future constraints to the integration ofHSR into the Rail Corridor and the constraints created by implementation ofthe HSR. KHA will also summarize the transportation­ related oPPOltunities for expediting the integration ofHSR as well as the potential for transit-oriented development. Task 1.9 Task Fore. Meeting 3 The third Task Force meeting will focus on reviewing and discussing the transportation and circulation analysis. The meeting will be facilitated by BMS to ensure that the Task Force can review and comment on all the various element of analysis that are presented. The focus will be on confirming tbe team's analysis and identHying key issues and opportunities. Task 1.10 Community Meeting 21 Vision Charrett. The second community meeting will be a longer meeting to allow a full discussion of the issues and opportunities associated with urban design, land use, transportation and circulation elements. As part of the meeting, the BMS team will facilitate a small group brainstorming of initial visions for the project area, incorporating the opportunities identified by the analysis as well as others that community members will bring to the discussion. Task 1.11 Task Force Meeting 4 This Task Force meeting will review the work to date, including the results oftbe community meeting. Discussion will focus on confirming issues, oPPol1unities and visions for the area, Task 1.11 Summary of Context and Preliminary Vision for Corridor The BMS team will prepare a brief summary oflbe work to date compiling materials prepared for and developed at the various meetings. The materials in this summary will be presented so as to lead directly into and furm Ibe basis for the analysis and tasks of Phase 2, especially the definition of alternatives. Meelings (maximum); TaskForce: 4 Goals and Issues Urban Design and Land Use Transportation and Circulation Analysis Summmy of Conlexl and Vision High Speed Rail Committee -I Planning and Transportation Commission Progress Reports and Hearings ~ 2 City Council Progress Reports and Hearings .. · I Community: 2 • Issues Charrette • Vision Charrelte Deliverables: Summwy of Conl£xt and Vision Goals, Policies and Vision Slatements • Issues and Opportunities 1 Professiunal Services Rev June 2,20 (0 S:\ASD\PURCmsOLICITATIONS\CURRENT BUYER~CM FOLDERS\OTHERS -ADRIAN\Contract AmendlOents\C [1138343 BMS Design Group\c11138343 ~ Exhibit A For Amend Nol Rev 050720t2.doc PHASE TWO: ALTERNATIVES AND ANALYSIS (5 months) Task!.l Urban Design, Land Use, and Transportation Concepts The BMS team will prepare urban design, land use and transportation concepts for the study corridor, These concepts will be integrated and coordinated with the transportation coneepts, building upon one or several alternative urban design framework of streets and pathways, and parcels. The concepts will identify the creation of neighborhoods or districts within the corridor as well as the manner in which areas of the corridor may be better integrated into and connected with adjoining neighborhoods and districts. The concepts will explore the most relevant and feasible land uses and densities and opportunities fur transit-oriented development. The concepts will be configured to illustrate a range of options that will lead to configuring alternatives combining urban design, land use and circulation clements. Task 2.2 Task Force Meetings 5 and 6 This Task Foree meeting will be organized to allow a thorough review of the urban design, land use and transportation and circulation concepts. From the range of concepts presented, the Task Force and consultant team will identify preferred concepts that will be integrated into the plan alternatives. Task 2.3 Community Meeting 31 ConcepI Review Workshop The community meeting will be conducted as small group work sessions, with facilitated discussion of the urban design, land use, cireutation and transportation concepts. The discussions will be summarized with priorities among the range of concepts identified by the community. Voting for preferences and priorities may be one teehnique used to discern public preferences. Task 2.4 Preliminary Urban Design, Land Use and T''Rnsportation Alternatives Based on the feedback from the Task Force meeting and the community meeting, the team will prepare up to three plan alternatives. These will be configured to refleet three realistic alternatives that resolve issucs and match community priorities and concerns. A variety of graphic materials and media will be used to depict the alternatives including plans, sketches, sections, photosimulations, and 3D models. Task 2.5 Task Force Meeting 7 The Task Force meeting will be the opportunity for members to review and propose modifications to the preliminary alternatives. Issues. fUliher analysis, and additional concepts will also be discussed. Task 2.6 Refille Alternatlves and P"eliminary Evaluation Based on the Task Force meeting, the BMS team will refine the alternatives. AI this time, working with city staff and select stakeholders, the BMS team will identify potential environmental impacts associated with the alternatives. These will focus on impacts to historic resources, visual and noise impaets. An overview of possible traffic impaets will be discussed but detailed analysis will not be conducted at this time. Task 2,7 Task Force Meeting 8 At this Task Force meeting, the BMS team will present the refined alternatives and provide information relevant to evaluating the alternatives, such as cost, phasing, feasibility of development options, and regulatory or policy hurdles. The team will faemiate a discussion with the Task Foree to gain their insights into further evaluation of the plans. Task 2.8 Community Meeting 41 Alternatives Review Workshop 4 Professional Services Rev June2,20l0 S:IASDIPURCH\sOLlCITATtONSICURRENT BUYER.cM FOLDERSIOTHPll.S" ADRIANIContract AmeoomentslCII138J4J BMS Design Oroup\Cl ! 138343 -Exhibit A For Amend Nol Rev 050n012.doc The final community meeting of this phase will include a review of the alternatives, as modified by input from the Task Force as well as by the High Speed Rail Committee, Planning and Transportation Commission, and City Council. The facilitated discussions will focus on evaluation of the alternatives and any proposed modifications. Task 2.9 Summary of Alternatives and Evaluation A brief summary of the work of Phase 2, focusing on the alternatives, will be prepared. It will include discussion of the alternatives as well as their evaluation, including eomments and input from the Task Force, community, and city policy-makers. Meetings (maximum): Task Force: 4 • Review Concepts Review Preliminary Alternatives • Review Alternatives and Evaluations High Speed Rail Committee -I Planning and Transportation Commission Progress Reports and Hearings 2 City Council Progress Reports and Hearings -I Community: 2 Concept Review Workshop Alternatives Review Workshop Deliverables: Summary of Concepts, Alternatives and Evaluations PHASE THREE: PLAN PREPARATION (3 months) Task 3.1 T ... k Force Meeting 9 • Cliarrette: Identify Preliminary Preferred Plan(s) Based on input from Phase 2, the BMS team will conduct a charrette with city staff and the Task Foroe. The purpose of the eharrette will be to work intensively through the various alternatives identified and to determine those element. that most align with the issues and concerns of the community and tbet will provide the most beneficial framework for the future of this area of Palo Alto. Ifneeded, options may remain on some components to provide flexibility or to illustrate certain policy decisions that will need to be made. Task 3.2 Refine Preferred Plan(s) The BMS tearn will refine the plans identified in the Task Force eharrette, clarifying and outstanding issues and providing a range of illustrations such as 3D modeling, photosimulations and other hand-and computer-generated drawings that will illustrate the plan eoncepts. Task 3,3 Community Meeting 51 Preferred Plan(s) Workshop The BMS team will facilitate a community meeting with the intent of reviewing, clarifying if needed, and confirming the preferred plans for the corridor as well as any remaining options far elements or partieular issues. The meeting will be conducted with a combination of presentation, small group diseussions and attendee input via voting, comments or other means, Task 3.4 Identify Preliminary Implementation Issues and Strategies The BMS Team will identify the variety of regulatory ehanges, physical improvements, and programmatic approaches required to implement the preferred plan. Where investments in new public infrastructure are required, 5 Professional Services Rev June 2, 2010 S;\ASDIPURCHISOLlCITATIONSICURRllNT IlUYER-CM FOLDERS\OlliERS -ADRIANlContmct Amcndmcnts\Cll 138343 BMS Design GrQup\Cll 138343 • Exhibit A For Amend NQI Rev 05072012.duc the BMS Team will work with city staffto estimate the costs of those improvements, Then, EPS will help to frame a financing strategy for those improvements by exploring the availability of existing funding sources as well as the potential capacity for new development to contribute to infrastructure costs through various means. In addition to state, federal, and rail agency funding, EPS will consider locally implemented funding sources such as Community Faellities Districts. development impact rees, tax increment, the City's CIP, public private partnerships, transferable development rights, etc. While not resulting in specific cost burdens and financing mechanisms assigned to specific properties, this analysis will indicate whether the study area appears capable of earrying the burden for the new infrastructure, or if altemative funding sourees are likely to be required, Also, it will be important to create a conceptual implementation schedule that aligns the phasing of improvements with the availability of funding from various sources. The implementation strategy will also account fur the responsibilities allocated to various patties and stakeholders, including the City of Palo Alto and local property owners and developers in addition to the rail agencies and other levels of government. The team will also identify potential environmental issues associated with plan implementation. Task 3.5 Task Foree Meeting 10 The Task Foree will meet to review implementation issues and strategies identified by the BMS Design Group team. Task 3.1i Draft Rail Corrido,' Plan Based on input from all preceding tasks and from the summaries prepared at the conclusions of phases I and 2, the BMS tcam will prepare a draft corridor plan. It is expected that this plan will be a compilation of materials already prepared with additional commentary and illustrations as needed, The plan will be configured to correlate with other city policy documents to allow ready inclusion by staff. The draft plan will be provided to eity staff for a preliminary review. Following receipt of any major comments. the team will provide a revised plan for distribution to the Task Force. T.sk3.7 T.sk Force Meeting II The team will meet with the Task Force to receive comments on the draft plan, Following review by the Task Force and staff, the team will finalize the plan for presentation and distribution to city decision-makers, Task 3.8 Community Meeling Ii I Open Hous. A community meeting will be held to review the Rail Corridor Plan, This community meeting will be held in an open house format, allowing the community to review and comment all elements of the plan, Task 3.9 Final Rail Corridor Plan Following presentations to the High Speed Rail Committee, the Planning and Transportation Commission, and City Council, the BMS Design Group team will finalize the Rail Corridor Plan, Meellngs (maximum): Task Force: 3 Pre/erred Plan Charrelte implemenlation Issues and Strategies Draft Plan Review High Speed Rail Comm/Uee -I Planning and Transportation Commission Progress Reports and Hearings -2 6 prorcssiorml Services Rev June 2, 1010 S,\ASD\PtJRClfiSOLICITATlONSICURRENT BUYER·CM FOLDERSIOTHERS • ADRlAN\Contme' AmendmentsICl I 138343 BMS Design Groop\Cll138343 M Exhibit A For Amend Nol Rev 05072012.doc CUy Council Progress Repol'ls and Hearings -1 Community; 2 PI'~fel'/'ed Plan Workshop Draft Plan Open House Deliverables: Drqft and Final Rail Corridor Plan 7 Professional Services Rev June 2, 2010 S:IASDIPURCHISOLICITATIONS\CURRENT BUYER-CM FOLDERSIOTllERS -ADRIANIConlract Am.ndm.n~\CllI38343 BMS Design Group\CI1138343 -Exhibit A For Amend Nol Rev 05072012.doc Rull Corridor Study Task Modifications As of 4125112 Task 3.6 Task Force Meeting 11 (complete) The team will meet with the Task Force to discuss the findings of the slte tour and review preliminary concepts, Task 3.7 Draft Rull Corridor Plan (complete) Based on input from all preceding tasks and from the summaries prepared at the conclusions of phases I and 2, the BMS team will prepare a draft corridor plan, It is expected that this plan will be a compilation of materials already prepared with additional commentary and illustrations as needed, The plan will be configured to correlate with other city policy documents to allow ready inciusion by staff, The draft plan will be provided to city staff for a preliminary review, Following receipt of any major comments, the team will provide a revised plan for distrihution to the Task Force, Task 3.8 Task Force Meeting 12 (complete) The team will meet with the Task Foree to receive comments on the draft pial!. Following review by the Task Force and staff, the team will finalize the plan for presentation and distribution to city decision·makers, Ta.k3.9 Task Force Meeting 13 (complete) Second meeting to review comments on the draft plan. Task 3.10 Second Dr.ft Corridor Plnn (complete) Revisions to the draft document based on comments from staff and the Task Force, Task 3.11 Task Force Meeting 14 (complete) Third meeting to review comments on the draft plan, Ta,k3.12 Third Draft Corridor Plnn (complete) Revisions to the draft document based on comments from staff and the Task Force, Task 3.13 City-School Traffic Safety Committee Meeling (complete) Meeting to review plan recommendations with these city groups, Task 3.14 Rail Committee Meeting (complete) Meeting to review the draft plan and recommendations with the Rail Committee of the City CouneiL Tnsk3.15 Planning and Transportation Commission Meeting (complete) Meeting to review the draft plan and recommendations with the Planning and Transportation Commission, Task 3.16 Architectural Review Board (complete) Meeting to review the draft plan and reeommendations with Ihe Architectural Review Board s Professionru Services Rev June 2, 20 I 0 S.\ASD\PURCH\sOLlCl'rATIONS\CURRENT BUYER-CM FOLDllRSI01'l1ERS -ADRlANlCo,II",,, Am,ndmentsICll138343 BMS Design Gmup\Cllt38343· Exhibit AFQr Amend Not Rev 050720t2.doo • • Task 3.17 Community Meeting (complete) Meeting to review the plan elements with the eommunity in a presentation and open house fonnat, with opportunities for the community to provide comments and recommendations. Task3.IS Rail Committee Meeting Final presentation to the Rail Committee for comments. Ta.k3.19 Task )<·or.e Meeting 15 Final meeting with the Task Force to review all comments received from committees and commissions to date and to determine final plan recommendations and any remaining changes to be made to the draft document. Task 3.20 Finnl Draft PIAn Based on comments from the Task Foree, a final draft plan will be repaired for submission to the PTC and City Council for hearings. Task 3.21 Architectural Review Board Presentation of the final draft plan. TASk 3.22 PTCHearing Presentation of the final draft plan. TAsk 3.23 City Council Hearing Presentation of thc final draft plan. 9 Professional Services Rev JUllcl,20l0 S:\ASDIPURCH\SOLICITATIONS\CURRENT BUYER·eM FOLDERSIOTHERS· ADRlAN\Contracj Amcndmcnts\Ct t 138343 BM'Design Group\c11138343. Exhibit A For AmendNol Rev 050720l2.doc EXHIBIT "c" COMPENSATION The CITY agrees to compensate the CONSULTANT for professional services performed in accordance with the terms and conditions of this Agreement, and completed to the reasonable satisfaction of the CITY, as described in Exhibit A, Scope of Services, a not-to-exceed price for professional services of Twenty Fivc Thousand Dollars ($25,000.00). Compensation will be paid for services provided as outlined below and as detailed in Exhibit C-2, Project Budget and Schedule Summary, based on the Hourly Rates provided in Exhibit C-I, Schedule of Rates. Task 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 1.10 1.11 1.12 TOTAL 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9 TOTAL ONE· CONTEXT AND PHASE THREE - 3.1 3.2 3.3 3.4 3.5 3.6 3.7 3.8 3.9 3.10 3.11 3.12 3.13 3.14 3.15 3.16 3.17 3.18 I Cost $ 800 $ 7,598 $ 1,300 $ 0.00 $ 3,200 $ 18,420 $ 1.300 $ 7,444 $ 2,300 $ 3,200 $ 2,300 $ 2,600 53,110 $ 3.200 $ 12,000 $ 3,200 $ 18,060 $ 3,450 $ 2,300 $ 15,856 $ 2,000 $ 2,000 $ 4,000 $ 2,000 $ 4,000 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 5,168 $ 1,500 Rev June 2, 2010 S:IASDIPURCHISOLICITA110NSICURRENT BUYER·eM FOLDERS\OTIIERS· ADRIANlConJmcl AmendmenlslClllJ8343 BMS Design GwupIClll38J43 ExhibitC For Amend 1 Rev 05072012. docx ,. · , 3,19 3,20 3,21 3,22 3,23 TOTAL Contingency TOTAL PROJECT $ 2,300 $ 3,820 $ 1,000 $ 1,000 $ 1,252 $ 94,106 $ 2,020 I $225,000,00 CONSULTANT agrees to complete all Basic Services, including reimbursable expenses, within this amount. Any work perfonned or expenses incurred for which payment would result in a total exceeding the maximum amount of compensation set forth herein shall be arno cost to the CITY. REIMBURSABLE EXPENSES Reimbursables shall include, but are not limited to, the cost of copying plans, outreach materials, postage, signage or other items not included herein. Travel, computel' and phone charges shall be considered as included in the CONSULTANT overhead costs. Any needed office spaces or related supplies shall be provided by CONSULTANT and shall be considered to be included in the Scope of Services above. ADDITIONAL SERVICES The CONSULTANT shall provide additional services only by advanced, written authorization from the CITY. The CONSULTANT, at the CITY's project manager's request, shall submit a detailed written proposal including a description of the scope of services, schedule, level of effort, and CONSULTANT's proposed maximum compensation, including reimbursable expense, for such services based on the rates set forth in Exhibit C-1. The additional services scope, schedule and maximum compensation shall be negotiated and agreed to in writing by the CITY's and CONSULTANT prior to commencement of the services. Payment for additional services is subject to all requirements and restrictions in this Agreement 2 Professional Services Rev June 2. 20 to S,\ASDlPURCHISOLICITATlONSICURRENTBUYER-CM FOLDERSIOTHERS ADRIAN\Contract AmendmentslCII138343 EMS !Jesisn GwuplCltl3S343 ExhibitC For Amend 1 Rev 05072012.docx " . ... I I I I I I I I I I I Rail Corridor Study Task Modifications As of 4/25/12 Task 3.6 Draft Rail Corridor Plan (complete) Based on input from all preceding tasks and from the summaries prepared at the conclusions of phases I and 2, the BMS team will prepare a draft corridor plan. It is expeeted that this plan will be a compilation of materials already prepared with additional commentary and illustrations as needed. The plan will be configured to correlate with other city policy documents to allow ready inclusion by stafl. The draft plan will be provided to city staff for a preliminary review. Following receipt of any major comments, the team will provide a revised plan for distribution to the Task Force. Task 3.7 Task Force Meeting 12 (complete) The team will meet with the Task Force to receive comments on the draft plan. Following review by the Task Force and staff, the team will finalize the plan for presentation and distribution to city decision-makers. Task 3.8 Task Force Meeting I3 (complete) Second meeting to review comments on the draft plan. Task 3.9 Second Draft Corridor Plan (complete) Revisions to the draft document based on comments from staff and the Task Force. Task 3.10 Task Force Meeting 14 (complete) Third meeting to review comments on the draft plan. Task 3.11 Third Draft Corridor Plan (complete) Revisions to the draft document based on comments from staff and the Task Force, Task 3.12 City-School Traffic Safety Committee Meeting (complete) Meeting to review plan recommendations with these city groups. Task 3.13 Rail Committee Meeting (complete) Meeting to review the draft plan and recommendations with the Rail Committee of the City Council, Task 3.14 Planning and Transportation Commission Meeting (complete) Meeting to review the draft plan and recommendations with the Planning and Transportation Commission. Task 3.15 Architectnral Review Board (complete) Meeting to review the draft plan and recommendations with the Architectural Review Board Task 3.16 Community Meeting (complete) Meeting to review the plan elements with the community in a presentation and open house format, with opportunities for the community to provide comments and recommendations. Task 3.17 Rail Committee Meeting Final presentation to the Rail Committee for comments. Task 3.18 Task Force Meeting 15 Final meeting with the Task Force to review all comments received from committees and commissions to date and to determine final plan recommendations and any remaining changes to be made to the draft document. Task 3.19 Final Draft Plan Based on comments from the TaskForce, a final draft plan will be repaired for submission to the PTC and City Council for hearings. Task 3,20 Architectural Review Board Presentation of the final draft plan. Task 3.21 PTCHearing Presentation of the final draft plan. Task 3.22 City Council Hearing Presentation of the final draft plan. 1. SCOPE OF SERVICES EXHIBIT "A" SCOPE OF SERVICES PHASE 1: CONTEXT AND VISION (4 months) Task 1.1 Project IDitlation The BM$,Design (Jroup team will meerwith staff to finalize the work program, schedule and project budget, The WIlrk program will be used throughout the process to monitor progress; work products will be cleady defined, At tbis time the team wlll submit requesSS for data of varying types. 'c" .,. At this time schedules and prooedures for project communications will be identified. A preliminary scbedule of High Speed Rail Committee, Planning and Transportation Commission and City Council meetings will be set. Task 1.2 Rllvlew Background Materials City Staff will provide GIS and Autocad data and mapping, reports, analyses and other data for relevant stadifll, city documents, and other materials including in progress plans. The BMS team will utilize the city's data to prepare base maps suitable for analysis and plan preparation, The team will undertake a thorough review of site conditions, relevant documents and plans including documents relevant to corridor trlll!SPortstion and, in particular, document, produced by the HSR Authority related to alignment options and station informatiolL Utilizing I1lltterials provided by the city, including policy sod regulatory plans and ordinances, planned or proposed project information, site and aerial pbotos, lind work by other cODS4ltants, the BMS team will assemble and review materials in preparation for subsequent tasks. The team will create a preliminary list of issues to be discussed with the Ta~k Force and community. The BMS team and city staff will conduct a site tour of tbe project area. Task 1.3 Task Force Meeting 1 The preliminary Task Force m~ting will serve to introduce the project work program sod schedule. BMS Design Group will facilitate a discussion of goals for the project and issues that the Task Force comiders essential to the outcome of the project. Task 1.4 Stakeholder Interviews The BMS team will conduct a limited number of individual or aman group stakeholder interviews. These will provide key stakeholders with an opportunity to discuss issues of partipular concern directly with the team. These meetings, if needed, will be conducted on the '!'Ime days as other standing meetings such as Task Force. Task 1.5 Community Meeting 11 Issues Charrette The BMS team will conduct the first project community meeting. The agenda for the meeting will include a review oflhe wOlkprogram and scbedule, as well as an update by city staff on any related HSR or city planning 10 Professional Servkts Rev June Z. 2010 C:\Docurnents and Settingslmaloney\Loca\ Se!lIngs\'J'emporary In!eme! Files10LK18BICo_ct Clll38343 • BMS De3ign Group Final Cmttractdoc information. The BMS team will facilitate a discussion and prioritization of issues of concern to the community. These will become elements in the ultimate evaluation of project concepts and alternatives. Task 1.6 Urban Design and Land Use Analysis -Iso_ and Opportunities Prepare Ua Design and Land Use Analysis 'The BMS team will collect a range of information regarding the existing nature of the study area and its short and long term opportunities .. Information to be compiled and considered will include: Existing land use patterns Existing facilities, including public and community Uses such as schools, parks, community facilities, etc. Neighborhood/district context -neighboring uses and districts, areas of influence • Community scale and character • ArchiteclUral and landscape character • Distinguishing features sucb as landmarks, entries and edges • Relationship of facilities and uses to major and minor rights of way and circulation framework Opportunity sites Parcel conftgurations Parcel ownership • Proximity to trnnsit facilities Proyide Market~BA§ed Inputs tg Issues and Concepts Making use of existing data and studies as much as possible. BPS will conduct a higb-Ievel market review to .assess potential development opportunities in the study area. Utilizing area demographic and employment trends, development patterns, competitive supply, and project performance. BPS will characterize the market support for various types of development along the Corridor. The results ofEPS's market review will be incorporated as the land use alternatives are developed. BPS will work with the rest of the consultant team to shape the land ase alternatives by attending the task force meeting described in Task 1.7 to provide perspective on rhe implications of each alternative in terms of ils capitalization on market opportunities, its projected buildout timofrarne. and the comparative value being created for property owners. Preliminary Identification of Implementation Coosqaints The BMS Team will work with City staff, rail agency representatives, and other important stakeholders to understand rhe potential parameters of each party's partiCipation in the implementation of the Corridor plan. Issues Ie disc .. s will include the entities' legal and administrative obligations and constraints, the amount of and competition for financial resources, ete. For example, do changes to existing regulations or programs require popular elections? What funding sources are available and how much have been pledged to other projects or programs? Do the by-laws of various entities' formation prevent or require certain actions? This review will help to ensure that the parties involved and the community-at-Iarge understand the "ground f!lles" for evaluating the viability of alternative planning concepts. Task 1.7 Task Force Mooting 1 The second Task Force meeting will focus on reviewing and discussing the urban design and land use analysis. The meeting will be facilitated by BMS to ensure that the Task Force can review and comment on all the various element of analysis that are presented. The focus will be on confirming the team's analysis and identifying key issues and opportunities. 1] Professional Services Rev J ... 2. 2010 C:\Documen" and Selting.slmaloneylLocaJ Settlng,ITempor"l' Internet FUeslOLKI8BIContraCl C11138343 • BMS Design Group Vlllal Conll:act.doc Task 1.8 lransportation and Circulation Framework Analysis Issues and Opportunities Kimley Horn will summarize and describe key transportation parameters associated with the HSR alignment options and station location including potential impacts, obstructions to connectivity, multi-modal access, infrastruC\ure requirements, and costs. KHA will also summarize transportation-related issues a. identified in the analysis, and as discussed by staff, city leaders, the Task Force and community. Working with the BMS team, KHA will discuss land use, urban design and transportation opponunities associated with the study area and future infrastructure improvements. KHA will provide a comparative assessment of existing and fqture constraints to the integration of HSR into the Rail Corridor and the constraints created by implementation of the HSR. KHA will also summarize the transportation­ related opportunities for expediting t)le integration of HSR as well as the potential for transit-oriented development. Task 1.9 Task Force Meeting 3, The third Task Force meeting will fucus on reviewing and discussing the transportation and circulation analysis. The meeting will be facililated by BMS to ensure that the Task Force can review and comment on all the various element ofanalysis that are presented, The focus will be on confirming the team's analysis and identifying key issues and opportunities. Task 1.10 Connnunity Meeting 21 VlBlon Chonetie The second community meeting will be a longer meeting to allow a full discussion of the issues and opportunities associated with urban design, land use, transporlation and circulation elements. As part of the meeting. the BMS team will facilitllte a small group brainstorming of initial visions for the project area, incorporating the opponunities identified by the analysis as well as others that community members will bring to the discussion. Task 1.11 Task Force MeetllIg 4 This Task Force meeting will review the work to date, including the results of the community meeting. Discussion will focus on conftmling issues, opportunities and visions for the area. Task 1.12 Summary of Conte1(t and Prellmlnary Vision for Corridor The BMS team will prepare abrief summary of the work to date compiling materials prepared for and developed at the various meetings. The materials in this summary will be presented so as to lead directly into and form the basis for the analysis and IaSks of Phase 2, especially the definition of altemat! ves. MB.lingS (maximum): Task Force: 4 Goals and Issues Urban Design and Land Use Transportation and Circulation Analysis Summary of Context and Vision High Speed Rail Committee -1 Planning and Transportation Commission Progress Reports and Hearings -2 City COUllell Progress Reports and Hemings-1 Community: 2 • Issues Charr.tte Vision Charret!. 12 Professional Services Rev June 2,2J)1O C,lIlocumenlS and Sehill,gs\m.loney\l..ocal Settlngs\Tempo",I)' Internet Files\OLKI8BIConlnlct ClI131l343 -BMS Design Group Fmal Contract doc Deliverables: Summary of Context and Vision • Goals, Policies and Vision Statements • Issues and Opportunities PHASE TWO: ALTERNATIVES AND ANALYSIS (5 months) Task 2.1 Urban Design, Land Use, and Transportation Concepts The BMS team will prepare urban design, land use and transportation concepts for the study corridor. These concepts will be integrated and coordinated with the transportation concepts, building upon one or several alternative urban design framework of streets and pathways, and parcels. The concepts will identify the creation of neighborhoods or districts witbin the con:idor as well as tbe Illllnner in'whicb areas of the corridor may be better integrated into and connected with adjoining neighborhoods and districts. The concepts will explore the most relevant and feasible land uses and densities and opportunities for transit-oriented development. The concepts will be configured to iII'!Strale a range of options that will lead to COnfiguring alternatives combining uman design, land use and circulation elements. ' Task 2.2 Task Force Meetings 5 and Ii This Task Force meeting will be organized to allow a thorough review of the urban design, laod use a!Jd transportation and circulation concepts. From the range of concepts presented, the Task Force and consultant team will identify preferred concepts that will be integrated into the plan altemati yes. Task 2.3 Community Meeting' 31 Concept Review Workshop The community meeting will be conducted as small group work sessions, wit!J facilitated discussion of the urban design, land use, circulation and transportation concepts. The discussions will be swnmarized with priorities amnng the range of concepts identified by the community. Voting for preferences and priorities may be one technique used to discern public preferences, Task 2.4 Preliminary Urban Design, Land Use lind Transportation Alternatives Based on the feedback from the Task Force meeting and the community meeting. the team will prepare up to three plan alternatives. These will be configured to reflect three realistic alternatives that resolve issues and match community priorities and concerns. A variety of grapbic materials and media will be used to depict the alternatives including plans, sketches, sections. Pilotosimulations, and 3D models. Task 2.5 Task Force Meeting 7 The Task Force meeting will be the opportunity for members to review and propose modifications to the preliminary alternatives. Issues, further analysis. and additional concepts will also be discussed. Task 2.6 RelIIIe Alternatl"es and Preliminary Evaluation Based on tbe TaskForce meeting, the BMS tearn will refme the alternatives. At this time, working with city staff and select stakeholders, the BMS team will identify potential environmenlal impacts associated with the alternatives. These will focus on impacts to historic resources, visual and noise impacts. An overview of possible traffic impacts win be discussed but detailed analysis will not be conducted at this time. Ta.k2.7 Task Force MeetingS 13 Professional S_ Rev June 2, WIO C;\Documen .. end Se"ingslmatooey\Loca1 Se"lngslTemporary lnlemel PileslOLKI8BlConrract C11138343 • BMS Oesign Group Fwd Coolfllct.doc At this Task Force meeting, the BMS team will present the refined a.llematives and provide information relevant to evaluating the alternatives, such as cost, phasing, feasibility of development options, and regulatory or policy . hurdles. The learn will facilitate a discussion wilb Ibe Task Foree to gain !heir insights into furlber evaluation of the plans. Task 2.8 Community Meeting 41 Alternative!! Review Workshop The fmal conununity meeting of this phase will include a review of the alternatives, as modified by input from Ibe 'l'.sk Force as well as by the High Speed Rail Committee, Planning and Transportation Commission, and City Council. The facilitated discussions will focus on evaluation of the alternatives and any proposed modifications. Task2.!l Summary of Alternatives and Evaluation A brief SU!l)1llary of the work of Phase 2, focusing on the alternatives, will be prepared. It will include discussion of the alternatives as well as their evaluation, including comments and input from Ihe Task Force, community, and cily policy-makers. Meetings (maximum): Task Porce: 4 • Review Concepts • Review Preliminary AUematives • Review Allernalives and Evaluations High Speed Rail Committee -1 Planning and Transportation Commission Progress Reports and Hearings -2 , City Council Progress Reports and Hearings -1 Community: 2 • Concept Review Workshop • Altemalives Review Workshop D.l/vera"le" Summary of Concepts, Alternatives and EvaluaJions PHASE THREE: PLAN PREPARATION (3 months) Task 3.1 Task Force Meeting 9 • Chanette: IdentIfY Preliminary Preferred Plan(s) Based on input from Phase 2, the BMS team will conduct a charretle with city staff and the Task Force. The purpose of the charrette will be to work inlensi vely through the various alternatives identified and to detemtine those elements that most align with the issues and concerns of the community and Ihat will provide the most beneficial framework for the future of this area of Palo Alto. If needed, options may rernain on some components 10 provide flexibility or to illustrate certain policy decisions that will need to be made. Task 3.2 Refine PreferredPlan(s) The BMS team will refine the plans identified in the Task Force chmetle, clarifying and outstanding issues and providing a range of iIIuskaliollS such as 3D modeling, photosimulatlons and other hand-ana computer-generated drawings that will illustrate !he plan concepls. Task 3.3 CommWlity Meeting S I Preferred Plan(s) Workshop 14 ProfeslliODfil Services Rev June 2, 2010 C:\Documents and Setting.s\mllloney\Local Settings\Temporary Internet FHes\oLK18B\Contract Cl113SJ43 ~ 11M3 Design Group Final Conttactdoc The BMS team will facilitate a corrununity meeting with the intent of reviewing, clarifying if needed, and confirming the preferred plans for the corridor as well .s any remaining options for elements or particular issues. The meeting will be conducted with a combination of presentation, small group discussions and attendee Input via voting, comments or other means. Task 3.4 Identify Preliminary implementation Issue. and Strategies The BMS Team will identify the variety of regulato;y changes, physical improvements, and programmatic approaches required to implement the preferred plan. Where investments in new'public infrastructure are required, the BMS Team will work with city staff to estimate the costs of those improvements. Then, BPS will help to frame a financing strategy for those improvements by exploring the availability of existing funding sources as well as the potential capacity for new development to contribute to infrastructure costs through vou;ious means. In addition to state, federal, and rail agency funding, BPS will consider locally implemented funding sources such as Commutiity Facilities Districts, development impact fees, tax increment, the City's CIP, public private partnerships, transferable development rights, etc. While not resulting in specific cost burdens and financing mechanisms assigned to specific properties, this analysis will indicate whether the study area appears capable of carrying the burden for thMew infrastructure. or if alternative funding sources are likely to be required. Also, it will be important to create a conceptual implementation ochedule that aligns the phasing of improvements with the availability of funding from various sources, The implementation strategy will also accOUIl! for the responsibilities allocated to various parties and stakeholders, including the City of Palo Alto and local property owners and developers in addition to the rail agencies and other levels of government. The team will also identify potential environmental issues associated with plan implementation. Task 3.5 Task Force Meetiug 10 The Task Force will meet to review implementation issues and strategies identified by the BMS Design Group team. Task 3.6 Draft Rail Corridor Plan Based on input from all preceding tasks and from the summaries prepared at the conclusions of phases J and 2, the BMS team will prepare a draft corridor plan. It is expected that this plan will be a compilation of materials already , prepared with additional commentary and illustrations as needed. The plan will be configured to correlate with other city policy documents to allow ready inclusion by staff. TJ:te draft plan will be provided to city staff for a preliminary review. Following receipt of any major comments, the team will provide a revised plan for distribution to the Task Force, Task 3.7 Task Force Meeting 11 The team will meet with the Task Force to receive comments on the draft plan. Following review by the Task Force and staff, the team y(ilI froalize the plan for presentation 'and distribution to city decision-makers. Task 3.8 Community Meeting 6 I Open House A corrununity meeting will be held to review the Rail Corridor Plan. This community meeting will be held in an open house format, allowing the community to review and corrunent all elements of the plan. Task 3.9 Fioal Rail Corridor Plan Fnllowing presentations to the lligh Speed Rail Committee, the Planning and Transportstion Commission, and City Council, the BMS Design Group team will fmalize the Rail Corridor Plan. , ~ . Professional Servites Rev June 2, 2010 C:\D(}cumcnls and Scttingslmaloney\Local SettingslTernporuy lntemctFllei>IOLKI88lCoottactCII138343· BMS Design Group Fin.1 Contractdoc Meeting' (maximum): Task Force: 3 • Preferred Pian Charretle • Implementation Issues lind Strategies • Draft Plan Review High Speed Rail Commillee • 1 Planning and Transportation Commission Progress Reports and Hearings -2 City Council Progress Reports and Hearings-I Community: 2 • Preferred Plan Workshop • Draft Plan.Open House Deliverable.: Draft and Final Rail Corridor Plan 16 Ptofcssimwt Services Rev June 2, 2010 C,\DOCIlll\_ anrl SettinllJllmaloneylLJJcal Se.ingslTempor.lry Internet FllcsIOLKI8B\Cm1b:ac' CII138:l43· 8MS Design Oroup_1 Contra¢t.dQc