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Home My WebLink AboutCDC/1999-08A RESOLUTION NO. CDC/1999-8A 2 3 RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO APPROVING AND AUTHORIZING THE EXECUTIVE DIRECTOR OF THE REDEVELOPMENT AGENCY (THE "AGENCY") TO EXECUTE A CERTAIN PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN THE AGENCY AND ROSENOW, SPEV ACEK GROUP, INC. (RSG) FOR PURPOSES OF CARRYING OUT THE REDEVELOPMENT FEASIBILITY ANALYSIS FOR THE PROPOSED 40TH STREET AND WATERMAN AVENUE REDEVELOPMENT PROJECT AREA. 4 5 6 7 8 9 WHEREAS, the Community Development Commission of the City of San Bernardino 10 (the "Commission") on behalf of the Redevelopment Agency of the City of San Bernardino (the 11 "Agency"), is a redevelopment agency, a public body of the State of California, organized and 12 existing pursuant to the Community Redevelopment Law (Part I of Division 24) commencing 13 with Section 33000 of the Health and Safety Code of the State of California; and 14 WHEREAS, the Agency is considering the need to adopt a redevelopment plan in the 15 area identified in Exhibit "A" and has need for consultant services to evaluate the feasibility of 16 redevelopment in the identified area and if feasible to assist in preparation of a redevelopment 17 plan; and 18 WHEREAS, the Mayor and Common Council of the City of San Bernardino have 19 allocated $150,000 in Community Development Block Grant (CDBG) funds to the Agency for 20 redevelopment feasibility analysis and related costs for use of said funds; and 21 WHEREAS, the Rosenow, Spevacek Group, Inc., (the "Consultant") has the experience 22 and expertise needed by Agency; and 23 WHEREAS, the Agency and Consultant desire to enter into a Professional Services 24 Agreement attached hereto as Exhibit "B" and incorporated herein by this reference (the 25 -1- CDc/1999-8 A "Agreement"), pursuant to which the Consultant would assist the Agency with evaluating the 2 feasibility of redevelopment in the identified area and prepare a redevelopment plan. 3 NOW, THEREFORE, the Community Development Commission, acting on behalf of the 4 Redevelopment Agency of the City of San Bernardino, does hereby resolve, determine and order 5 as follows: 6 SECTION 1. The Commission hereby finds and determines that the Consultant 7 assistance as described in the Agreement is necessary and required. 8 SECTION 2. The Commission hereby authorizes the Executive Director of the 9 Agency to execute the Agreement and such other documents as may be necessary to implement 10 the Agreement and to make the necessary nonsubstantive changes to the Agreement as may be 11 approved by Agency Special Counsel. This Resolution shall take effect upon the date of its adoption. 12 SECTION 3. 13 IIII 14 IIII 15 IIII 16 IIII 17 IIII 18 IIII 19 IIII 20 IIII 21 IIII 22 IIII 23 IIII 24 IIII 25 IIII -2- CDC/1999-8 A 5 RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO APPROVING AND AUTHORIZING THE EXECUTIVE DIRECTOR OF THE REDEVELOPMENT AGENCY (THE "AGENCY") TO EXECUTE A CERTAIN PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN THE AGENCY AND ROSENOW, SPEV ACEK GROUP, INC. (RSG) FOR PURPOSES OF CARRYING OUT THE REDEVELOPMENT FEASIBILITY ANALYSIS FOR THE PROPOSED 40TH STREET AND WATERMAN AVENUE REDEVELOPMENT PROJECT AREA. 2 3 4 6 7 I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Community 8 Development Commission of the City of San Bernardino at a i oint regular 9 meeting thereof, held on the 15th day of March 10 Commission Members: Aves Navs 11 ESTRADA x - LIEN x 12 MCGINNIS ~ SCHNETZ x 13 - DEVLIN x 14 ANDERSON ---X....- MILLER x 15 16 17 , 1999, by the following vote to wit: Abstain Absent 18 The foregoing resolution is hereby approved this\'\-\ \\ day of March 19 1999. IfI-z-~ze' . /JJ-LJ!d~ / Norine"Miller. Vice Chairperson Community Development Commission Of the City of San Bernardino 20 21 22 Approved as to form and Legal Content: 23 24 25 -3- ORIGINAL AGREEMENT FOR PROFESSIONAL SERVICES Agreement Number EDA 1999-1 Res CDC/1999-8A THIS AGREEMENT made and entered into this 15th day of March, 1999, by REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO, a public agency, ("Agency"), and Rosenow Spevacek Group, Inc., ("Consultant"): RECITAL 1. PURPOSE The purpose of this Agreement is to allow the Agency to procure the service of an experienced professional firm for Redevelopment Plan Adoption. TERMS AND CONDITIONS 2. MISSION Agency hereby retains Consultant in the capacity as Consultant for provision of services described in the Proposal for Redevelopment Project Adoption Services dated January 11, 1999, as amended by addendum dated January 21, 1999 herein after referred to as Attachment I. Consultant hereby accepts such responsibility as described herein. 3. TERMS (a) This Agreement shall commence as of the day and year first above shown and shall remain in full force and effect for a period of fifteen (15) months, unless terminated sooner as provided herein. (b) Consultant will comply will applicable uniform administrative requirements, as described in 24 CFR, Part 570.502. (c) Consultant will carry out each activity, program and/or project in compliance with all federal laws and regulations as set forth in 24 CFR, Part 570, with the following exceptions, (i) the Consultant does not assume the environmental responsibilities of the City as described in 24 CFR, Part 570.604; (ii) the Consultant does not assume the City's responsibilities for initiating the review process under Executive Order Number 12372. (d) Consultant will comply with the requirements set forth in the Uniform Relocation Assistance and Real Property Acquisition Policy Act of 1970, as amended, (URA), 49 CFR, Part 24 in accordance with federal regulations when attempting to or acquiring any building or parcel of land. Consultant will be required to 1 CDC/1999-8A obtain written approval from the Executive Director of the Redevelopment Agency (Agency) of the City of San Bernardino, the administrative entity apointed by the City, referred to as "Director" prior to any activity taking place within the confines ofURA 49 CFR, Part 24, as amended. 4. CONSULTANT RESPONSIBILITIES Upon the request of the Director or designee, Consultant shall complete the work program described in Attachment 1. Consultant commits the principal personnel listed below to the project for its duration: <:-.!)4r . . . Consultant: Felise Acosta, Principal/Project Manager 1:?JI )Jltd1L4~j .Ie/)u~)~. Hitta Mosesman, Senior Associate tt~-1 Jdj< 7JJIl/lt'tillt/ /I-.J4ef0 . Michael Garcia, Analyst ~ .,J~/.J) 12'1 ~ Consultant shall be responsible for subcontracting for environmental, engineering an~ / mapping services as described in Attachment 1. {.- , \' It has been determined that the individual(s) named in this Agreement is (are) necessary for the successful performance of this Agreement. No diversion or replacement of this (these) individual(s) shall be made by Consultant without written consent of the Director or designee, provided that City may ratify, in writing, within ten (10) days of diversion or replacement and such ratification shall constitute the consent of Agency required by this clause. If the Agency fails to respond to Consultant within ten (10) days of notification by Consultant, said personnel diversion or replacement shall be deemed approved. 5. REPLACEMENT OF NAME PERSONNEL 6. RELEASE OF NEWS INFORMATION No news release, including photographs, public announcements or confirmation of same, of any part of the subject matter of this Agreement or any phase of any program hereunder shall be made without prior written approval of the Director or his/her designee. 7. CONFIDENTIALITY OF REPORTS Consultant shall keep confidential all reports, information and data received, prepared or assembled pursuant to performance hereunder and that City and Agency designates as confidential. Such information shall not be made available to any person, firm, corporation or entity without the prior written consent of the Director or his/her designee, 2 CDC/1999-8A 8. COMPENSATION During the term of this agreement, City shall pay Consultant on a monthly basis. Consultant shall provide an itemized invoice to the City. Said compensation shall be considered full and complete reimbursement for all Consultant's costs associated with the services provided hereunder. The maximum compensation for services, including all Consultant's costs, under the terms of this Agreement, shall not exceed One Hundred Twenty Thousand and 00/100 DOLLARS ($120,000). Consultant shall be paid in accordance with City's standard accounts payable system. Invoices shall be approved by the Director his/her designee. 9. USE OF FUNDS; BUDGET; TRAVEL LIMITATIONS (a) The funds paid to Consultant shall be used by it solely for the purposes set forth in Paragraph 1 (b) of this Agreement, and in accordance with the program budget submitted by Consultant to Agency for review and approval, a copy of which is included in Attachment I to this Agreement (b) No travel expenses for out-of-state travel shall be included in this Agreement unless specifically listed in the budget as submitted and approved, and all travel expenses to be funded from funds provided hereunder shall be specifically identified as travel expense, which shall be negotiated between the Director, or his/her designee, and Consultant as listed in the budget. Any travel expenses incurred by Consultant above the budgeted amount or for out-of-state travel shall not be eligible for reimbursement unless the prior written approval of the Director, or designee, has been obtained. (c) Funds shall be used for purposes authorized by the Community Development Block Grant Program only, and no portion of the funds herein stated shall be used for any purpose not specifically authorized by this Agreement. (d) Consultant shall be allowed, with the prior written approval of the Director, to modify the line items in the budget during the term of this Agreement, so long as Consultant is in compliance with Section "8" of this Agreement at the time of submission of the budget modification request. A variation in the itemization of costs as set forth in the proposed budget submitted to Agency, not to exceed ten percent (10%) shall be allowed, provided that the prior written approval of the Director is obtained, it being understood that the total amount of compensation shall not exceed that provided in Section "8". (e) Consultant shall remain in compliance with all state, federal and local laws prior to the receipt of any reimbursement hereunder. This includes, but is not limited to, all laws and regulations relative to the form of organization, local business licenses and any laws and regulations specific to the business and activity carried out by 3 CDC/1999-8A Consultant. Reimbursement shall not be made to Consultant which is not operating in compliance with all applicable laws. Reimbursements may be subsequently paid, at the direction of the Director or his/her designee for reimbursement costs incurred during the period when compliance is achieved before expiration of this Agreement. 10. ACCOUNTING; AUDIT (a) Financial records shall be maintained by Consultant in accordance with Generally Accepted Accounting Principles, and in a manner which permits City to trace the expenditures of funds to source documentation. All books and records of Consultant are to be kept open for inspection at any time during the business day by the City, its officers or agents, and by any representative of the United States Department of Housing and Urban Development authorized to audit Community Development Block Grant programs. (b) Standards for financial management systems and financial reporting requirements established by 24 CFR, Parts 85.20 and 85.22 shall be fully complied with by Consultant. Consultant acknowledges that the funds provided under this Agreement are federal funds. (c) Consultant's financial management system shall provide for accurate, current and complete disclosure of each expenditure made under this Agreement. It is the responsibility of Consultant to adequately safeguard all assets of the program, and Consultant shall assure that they are used solely for authorized purposes. (d) Financial records, supporting documents, statistical records, and all other records pertaining to the use of the funds provided under this Agreement shall be retained by Consultant for a period of three (3) years, at a minimum, and in the event of litigation, claim or audit, the records shall be retained until all litigation, claim or audit findings involving the records, have been fully resolved. Records for non- expendable property acquired with federal funds provided under this Agreement shall be retained for three (3) years after the final disposition of such property. (e) Consultant agrees that in the event the program established hereunder is subjected to audit exceptions by appropriate audit agencies, it shall be responsible for complying with such exceptions and paying Agency in full amount of liability resulting from such audit exceptions. 11. NONDISCRIMINATION; MONITORING AND REPORTING PROGRAM PERFORMANCE. Consultant shall not discriminate because of race, color, national origin, creed, religion, sex, marital status, or physical handicap. Consultant shall comply with Affirmative Action guidelines in its employment practices. Consultant shall submit written reports to the Director his/her designee, in accordance with 24 CFR, Part 85.41 (c)(d) and Part 85.21. Failure to provide such reports may prevent the processing by City/Agency of Consultant's requests for payment, and may justify temporary withholding as provided for herein. Agency reserves the right to waive such breach, without prejudice to any other of its rights 4 CDC/1999-8A hereunder, upon a finding by the Director or his/her designee that such failure was due to extraordinary circumstances and that such breach has been timely cured without prejudice to the City/Agency. 12. PROCUREMENT PRACTICES: CONFLICT OF INTEREST Consultant shall comply with procurement procedures and guidelines established by 24 CFR, Part 85.36 (d)(1), Consultant "Procurement Standards". In addition to the specific requirements of 24 CFR, Part 85, Consultant shall maintain a code or standards of conduct which shall govern the performance of its officers, employees or agents in contracting with and expending the federal grant funds made available under this Agreement. Consultant's officers, employees or agents shall neither solicit nor accept gratuities, favors, or anything of monetary value from subcontractorss or potential subcontractors. To the extent permissible by state law, rules, and regulations, the standards adopted by Consultant shall provide for penalties, sanctions or other disciplinary actions to be applied for violations of such standards by either the Consultant's officers, employees or agents, or by subcontractors or their agents. All procurement transactions without regard to dollar value shall be conducted in a manner so as to provide maximum open and free competition. The Consultant shall be alert to organizational conflicts of interest or non-competitive practices among subcontractors which may restrict or eliminate competition or otherwise restrain trade. Consultant agrees to adhere to conflict of interest provisions set forth in 24 CFR Section 570.611 and to the procurement rules specified in 24 CFR, Part 85.36, in its expenditure of all funds received under this Agreement. 13. ANTI-KICK BACK PROVISIONS: EOUAL EMPLOYMENT OPPORTUNITY: PREVAILING WAGE REQUIREMENT All contracts for construction or repair using funds provided under this Agreement shall include a provision for compliance with the Copeland "Anti-Kick Back" Act (18 U.S.C. 874) as supplemented in Department of Labor Regulations (29 CFR, Part 3) if aplicable. This Act provides that each Consultant shall be prohibited from inducing, by any means, any person employed in the construction, completion or repair of public work, to give up any part of the compensation to which he/she is otherwise entitled. Consultant shall report all suspected or reported violations to City. All subcontracts in excess of$IO,OOO entered into by Consultant using funds provided under this Agreement shall contain a provision requiring compliance with Equal Employment Opportunity provisions established by Executive Order Number 11246, as amended and 24 CFR, Part 135, Section 135.38. Any construction contracts awarded by Consultant using funds provided under this Agreement in excess of $2,000 shall include a provision for compliance with the Davis- Bacon Act [40 U.S.C. 276(a) to 276(a)(7)] and as supplemented by Department of Labor Regulations (29 CFR) if applicable. Under this Act, Consultants shall be required to pay wages to laborers and mechanics at a rate not less than the minimum wages specified in a wage determination made by the Secretary of Labor. In addition, Consultants shall place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation and the award of a contract shall be conditioned upon the acceptance of the wage determination. Consultant shall report all suspected or reported violations to City/Agency. 5 CDC/1999-8A 14. AGENCY SUPPORT City/Agency shall provide Consultant with any plans, publications, reports, statistics, records or other data or information pertinent to the services to be provided hereunder which are reasonably available to City/Agency. 15. INDEPENDENT CONTRACTOR Consultant shall perform the services as contained herein as an independent contractor and shall not be considered an employee of City/Agency or under City/Agency supervision or control. This Agreement is by and between consultant and City/Agency, and is not intended, and shall not be construed, to create the relationship of agent, servant, employee, partnership, joint venture, or association, between City/Agency and Consultant. 16. SUCCESSOR AND ASSIGNMENT The services as contained herein are to be rendered by Consultant whose name is as appears first above written and said Consultant shall not assign nor transfer any interest in this Agreement without the prior written consent of City/Agency. 17. INDEMNIFICATION Consultant agrees to indemnify, defend and save harmless City/Agency, its agents, officers and employees from and against any and all liability, expense, including defense costs and legal fees, and claims for damages of any nature whatsoever, including, but not limited to, bodily injury, death, personal injury or property damage arising from or connected with Consultant's operations, or its services hereunder, including any workers' compensation suit, liability or expense, arising from or connected with the services performed by or on behalf of Consultant by any person pursuant to this Agreement. The costs, salary and expenses of the City Attorney and members of his office in enforcing this Agreement on behalf of the City/Agency shall be considered as "legal fees" for the purpose of this Section. 18. INSURANCE Without limiting Consultant's indemnification of City/Agency, Consultant shall provide and maintain at its own expense during the term of this Agreement the following program(s) of insurance covering its operation hereunder. Such insurance shall be provided by insurer(s) satisfactory to City/Agency and evidence of such programs satisfactory to Agency shall be delivered to the Director or hislher designee within ten (10) days of the effective date of this Agreement. 6 CDC/1999-8A General Liabilitv: A program including, but not limited to, comprehensive general liability with a combined single limit of not less than $1.000,000 per occurrence. Such insurance shall be primary to and not contributing with any other insurance maintained by Agency, and shall name City/Agency as an additional insured. Such insurance shall provide for 30 days prior notice to the City/Agency in the event of material change or termination. 19. COMPLIANCE WITH LAWS The parties agree to be bound by applicable federal, state and local laws, regulations and directives as they pertain to the performance of this Agreement. 20. SEVERABILITY In the event that any provision herein contained is held to be invalid, void or illegal by any court of competent jurisdiction, the same shall be deemed severable from the remainder of this Agreement and shall in no way affect, impair or invalidate any other provision contained herein. If any such provision shall be deemed invalid due to its scope or breadth, such provision shall be deemed valid to the extent of the scope or breadth permitted by law. 21. INTERPRETATION No provision of this Agreement is to be interpreted for or against either party because that party or that party's legal representative drafted such provision, but this Agreement is to be construed as if it were drafted by both parties hereto. 22. ENTIRE AGREEMENT This Agreement supersedes any and all other agreements, either oral or in writing, between the parties hereto with respect to the retention of Consultant by City/Agency and contains all the covenants and agreements between the parties with respect to such retention. 23. WAIVER No breach of any provision hereof can be waived unless in writing. Waiver of anyone breach of any provision shall not be deemed to be a waiver of any other breach of the same or any other provision hereof. 24. CONTRACT EVALUATION AND REVIEW The ongoing assessment and monitoring of this Agreement is the responsibility of the Director or his/her designee. 7 CDC/1999-8A 25. TERMINATION This Agreement may be terminated by either party by giving written notice at least fourteen (14) days prior to the effective termination date pursuant to Section 3, terms (a) herein. 26. NOTICE Notices, herein shall be presented in person or by certified or registered U.S. mail, as follows: To Consultant: Felise Acosta, Principal Rosenow, Spevacek Group, Inc. 540 North Golden Circle, Suite 350 Santa Ana, California 92705-3914 To Agency: Director, Redevelopment Agency of the City of San Bernardino 201 North "E" Street, Third Floor San Bernardino, California 92401-1507 Nothing in this paragraph shall be construed to prevent the giving of notice by personal service. 27. ENTIRE AGREEMENT IIII IIII IIII IIII IIII IIII This Agreement with Attachment "I" constitutes the entire understanding and agreement of the parties. IIII IIII IIII 8 CDC/1999-8A IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as of the day and year first above shown. REDEVELOPMENT AGENCY of the CITY OF SAN BERNARDINO ?:l By: ~. Approved as to form and legal content:... CONSULTANT by: I t2 fl1 ~. .{~: / / By: P:\Development Dept\Ron\Misc\Professional Svcs Agmt-RSG.doc 9 CDC/1999-8A I~I . !I', ... --- ;;::,J --- 1, (I -;:. I " () \\ =- I' r \ \ l j i, l; ,: I,: i' 1\". Via Federal Express January 21, 1999 Mr. Ronald E. Winkler, Development Director Economic Development Agency Of the City of San Bernardino 201 North E Street, Suite 301 San Bernardino, California 92401-1 507 ADDENDUM LETTER TO PROPOSAL FOR REDEVELOPMENT PROJECT ADOPTION SERVICES Dear Mr. Winkler: Pursuant to our phone conversation, this letter addresses the requested approach of first completing a feasibility study prior to proceeding with a full redevelopment plan adoption for the area outlined in your RFP. The following Scope of Services presents an outline of the work required, products to be received by the City, and fee by Phase. Phase I - Feasibility Study. The Feasibility Study will document conditions, review data, and support recommendations as to whether or not the area under consideration meets the blight requirements pursuant to California Community Redevelopment Law (the "CRL"). Additionally, the Study will present a financial analysis of anticipated revenues to be generated by the project as compared to the cost of a project area adoption. The analysis will be conducted in such a way as to provide the basis for the documentation required for the preparation of a Preliminary Report and the Report to the City Council for the subsequent plan adoption. A. Data Collection/ Field Reconnaissance and Survey RSG will conduct a walk/drive survey of the proposed project area to secure, on a parcel detail, the required information to document both physical and economic blight. Survey information will be coded so information can be assessed and mapped to document both the required presence of physical and economic blight. Photos will be taken to document specific conditions. Additionally, based upon the CRL definition of blight, the following information will be gathered by RSG from available sources: 540 North Golden Circle, Suite 305. Santa Ana, CA 92705.3914. Telephone 714.541.4585. Fax 714.836.1748 San Diego 760.967.6462 . E-Mail Address:RSGINCCA@aol.com CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 21, 1999 Page 2 . Phvsical Conditions: During the field survey RSG will .note all blighting conditions visible including the condition of structures, utilities, design constraints, availability of parking, parcel configurations ownership patterns, and lot coverage. The City will provide and RSG will collect all information, reports, and documents available to document physical blighting conditions such as code violations; parking studies; public improvement needs; information on hazardous materials, asbestos, etc. RSG will meet with the City Engineering Department to collect data and assess infrastructure needs. If desired, RSG will also meet with significant landowners to determine future development potential, associated costs and potential revenues to the Agency. . Economic Conditions: RSG will identify economic conditions of blight present within the proposed area. The City will provide and RSG will collect any pertinent information regarding the economic condition of the area including sales tax generation information; business license turnovers; cost of services studies, etc. The collection of the following information by RSG will further document and support findings of adverse economic conditions: ~ RSG will collect and analyze the 1993-94 through 1998-99 assessor parcel listings, maps, and secured valuation for the proposed project area. Total secured valuation of each area will be calculated. ~ RSG will collect property sales information for the last eighteen (18) months. Trends in property sales and assessed value will be examined and related to City and County data. ~ RSG will examine vacancy and lease rates of commerical properties and will conduct economic analysis of potential redevelopment sites within the proposed area. Where indicated, development pro formas will be constructed to determine feasibility of private new development and the need for redevelopment intervention. ~ Crime statistics from the City's Police Department will be collected and analyzed. ~ Residential overcrowding will be assessed. B. Data Analysis All data gathered by RSG and provided by the City during the collection phase of this engagement will be quantified on a parcel and block level basis. CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 21, 1999 Page 3 RSG has developed a highly sophisticated computer data management system to sort and analyze parcel level information. All data collected during the field reconnaissance will be entered into the system for analysis. Additionally, we will collect and input assessor information (parcel number, situs address, owner name and address, valuation, exemptions and tax rate area) for each parcel. Once the input is complete, various datasorts will be run to produce reports needed to prepare required documents; these reports will document existing land use, parcel/building condition, zoning and general plan land uses, current valuation and ownership. If desired, RSG will also use computerized spreadsheets to analyze both projects' financial feasibility. . Once all data gathered has been quantified, RSG will analyze and determine location, concentration patterns, and relationships of the conditions identified in the areas. . Both physical and economic blighting conditions will be mapped. . The identified blighting conditions will then be analyzed to determine if other means (rather than redevelopment) can be applied to remedy adverse conditions. C. Financial Feasibility Analysis . Tax increment revenue projections will be constructed for the proposed area assuming a realistic development schedule. . Pro forma analysis of potential redevelopment sites will be constructed. Feasibility of private financing techniques to remedy blight and achieve redevelopment in the proposed project area will be examined. . Tax increment revenue potential of the proposed project will be compared to cost of the plan adoption process. D. Feasibility Study . Based upon the data and analysis conducted in the previous task, a draft study will be developed that recommends Project Area boundaries and outlines the conditions of blight present. Based upon the recommended boundaries, analysis of the need for a Project Area Committee will be examined. The draft report will be submitted for City staff for their review and comments. CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 2', '999 Page 4 . Based upon input from City staff, project area boundaries will be finalized and staff's comments will be incorporated into the study. The Feasibility Study will be finalized and a recommendation for further action will be made by RSG. SCHEDULE The following schedule outlines the timing for Phase I San Bernardino Redevelopment Project Area PHASE I FEASIBILITY SCHEDULE TASKS 1 2 3 4 5 Feb Mar A r Ma June Scoping Meeting - Field Reconnaissance/Data Collection Data Analysis Fiancial Feasiblity Analysis Draft Feasibility Study Final Feasiblilty Study - Presentation to Agency CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 21, 1999 Page 5 PHASE I FEE QUOTE Hours Fee Hourly Rate S130 S100 S65 S50 $35 Senior Res Asst/ Labor Other TASK Principal Associate Analys t RE Tech Clerical Cost Costs TOTAL RSG Project Scoping/Meeting 4 4 0 0 0 S920 S920 Preliminary Survey/Determine Survey Area 4 4 4 2 0 Sl,280 S50 $1,330 Field Reconnaissance/ Data Collectlon/ Blight Survey 4 20 20 2 0 $3,920 $100 $4.020 Computer Analysis 1 8 12 0 0 S1,710 $1.710 Financial Feasiblity Analysis/Tax Increment Projections/Pro forma 24 24 4 0 0 $5.780 S5,780 Coordination with EIR Consultant/Legal Counsel 4 4 0 $920 $920 PAC Analysis 4 4 0 0 0 $920 $920 Staff meeting/Agency/Commuity 16 8 0 0 $2.880 $2,880 Prepare Feaslblity Report 8 20 16 8 2 $4,550 $4,550 Expenses (copies, fed express etc.) $350 $350 IIUIAL b~ ~b )b I~ ~ )~I,u:n ))UU )~ I,):l) PHASE I SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY REDEVELOPMENT PLAN ADOPTION FEASIBLlTY STUDY The following fee quote is based upon the two phase approach to plan adoption rather than the approach presented in your RFP of proceeding at once with a full plan adoption. RSG's fee for services for the Phase I is proposed as a not to exceed fee of $21,535. Work and products covered by this fee are as follows: Documents/Reports: Parcel level data matrix that entails ownership, land use, valuation, and blighting condition for each parcel within the proposed Project Area Blighting Conditions Matrix Draft Feasibility Study Final Feasibility Study Support Documents/Exhibits Photographs of Project Area CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 21, 1999 Page 6 Maps: Blighting Conditions Maps Meetings: The Principal-in-Charge/Project Manager will attend the following meetings: Project Team Major property owner Agency/City Council 3 meetings 1 meeting 1 meeting Project Files: The firm will maintain a document reference file containing all correspondence, studies, reports, memos, plans, transmittals, maps, photographs, and computer datasorts. Number of Copies: RSG will provide up to twelve (12) copies of the draft and final Studies. RSG will also provide computer disks of the Study and any tables in Microsoft Word/Excel format. PHASE II - Redevelopment Plan Adoption Process. A. INITIATE PLAN ADOPTION PROCESS . Scooinq Meetinq - Data Collection. If the Agency determines to move forward with the Plan Adoption, the consultant team will initiate the process by holding scoping and strategy conference with the Agency staff, Special Counsel and other Agency Consultants to: > Confirm the objectives of the redevelopment program. > Determine if the City's existing redevelopment survey area includes the properties under consideration,' if not proceed to amend the survey area boundaries. > Review the existing Agency's designated survey area and discuss the area's problems, needs and opportunities. . Proiect Schedule. RSG would prepare a detailed project schedule which annotates each activity, responsible party, and due dates. The schedule would be updated as needed during the adoption process. {The following scope of services assumes that the City's existing survey area includes the proposed Project Area.} CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 21, 1999 Page 7 . Determination of Environmental Review. Upon consultation with Agency staff and Agency Counsel, a determination will be made as to whether a full environmental impact report ("EIR") is necessary or whether a negative declaration will be sufficient. {The following scope of services assumes that the adoption process will require preparation of an E1R.} . Coordination for the Preoaration of Initial Studv and Notice of Preoaration for CEQA Comoliance. RSG will assist the CAA in the preparation of the Notice of Preparation. In particular, RSG will ensure that the "project description" adequately describes the proposed redevelopment project amendment. Further, RSG will assist the Agency and the environmental consultant in confirming the responsible agencies and distributing the Notice of Preparation. All notice mailings for the environmental process would be the responsibility of the City or their environmental consultant. . Field Reconnaissance Uodate. Prior to the preparation of the Report to the City Council the consultant will conduct a review survey to confirm the conditions identified in the Feasibility Study. . Com outer Analvsis. the update survey. All information will be updated to include the findings of . Delineate Urbanized and Bliohtino Conditions. Upon completion of the parcel condition datasorts, summaries of urban uses and blighting conditions will be prepared. These summaries will be reviewed with Agency staff and Agency Special Counsel; upon their concurrence, maps will be prepared to graphically depict these conditions. . Definition of Redevelooment Imolementation Activities. Defining development projects that redevelopment may implement is now required by the California Redevelopment Law for presentation to the affected taxing agencies. Further, comprehensively defining the scope of the redevelopment program early in the process will greatly enhance presentations to the City Council, Planning Commission and community groups. RSG will facilitate the process of defining the implementation programs and activities. . Develooment of Cost of Imolementation of Prooosed Redevelooment Activitv. Once a Public Improvement Projects List has been developed, the consultant team will develop a project by project cost estimate for use in the Preliminary Report, and Report to the City Council. CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 21, 1999 Page 8 . Desiqnate Proiect Area/Prepare Preliminarv Plan. Map, and Leqal Description. A Preliminary Plan will be prepared that delineates the proposed Project Area by map. The Preliminary Plan will outline the need for establishing a redevelopment program for the area. The Project Area boundaries and Preliminary Plan will be presented to the Planning Commission. The CRL requires that the Planning Commission selects the proposed Project Area boundaries and approves the Plan. Once approved by the Planning Commission the Agency must approve both and authorize their transmittal to the taxing agencies. As part of this activity, the consultant will provide the maps and legal descriptions for the proposed Project Area for submission to the State Board of Equalization and affected taxing agencies. . Proiect Area Committee/Citizen Participation Proqram. The requirements of the CRL dictate that if your Plan contains either the power of eminent domain over property on which persons reside, or if public improvement projects cited in the Plan will require the displacement of low and moderate income persons, you are required to create a Project Area Committee ("PAC). If required, as an Optional item, RSG would prepare the procedures for formation of the PAC, assist with the PAC election and staff meetings of the PAC. RSG has had extensive experience in the formation and staffing of PACs. (PAC mailings are not included in fixed fee, however if desired by the Agency, RSG would prepare notices and mail as a reimbursable cost.) B. Prepare Draft Redevelopment Plans, Relocation Plan, Owner Participation Rules, Preliminary Report, Citizen Meetings, Taxing Agency Consultations . Prepare Draft Redevelopment Plan. Once the proposed projects and programs are outlined, RSG will prepare the draft Redevelopment Plan in accordance with the CRL. RSG will work with Agency staff to define the scope and nature of implementation activities, which will be needed to accomplish project goals and remedy blighting conditions. . Prepare Method of Relocation and Owner Participation and Business Re-entrv Rules. Concurrent with preparing the draft Redevelopment Plan, the Method of Relocation and Owner Participation and Business Re-entry Guidelines will be drafted. The Method of Relocation will incorporate the "California Relocation Assistance and Real Property Acquisition Guidelines" and outline the procedures the Agency would follow in the event of property acquisition and relocation. The Owner Participation and Business Re-entry Rules outline the procedures for participation in the redevelopment program. These documents will be circulated for staff, Agency's Counsel and public review prior to final consideration for CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 21, 1999 Page 9 adoption by the Agency. The documents will be revised as necessary to incorporate subsequent revisions and modifications. . Financial Analvsis. Tax increment revenue projections prepared for the Feasibility Study will be included in the Preliminary Report. If required, projections will be updated for the Report to the City Council. . Prepare the Preliminarv Report. A Preliminary Report, based upon the Feasibility Study, will be prepared that outlines the reasons for the selection of the Project Area, describes the physical, social and economic conditions within the Area, preliminarily assesses the feasibility of financing the proposed redevelopment programs, and identifies projects to be implemented by the Agency and how they will alleviate the identified blighting conditions. The report will be transmitted to the affected taxing agencies and will be the basis for fiscal consultations. . Preparation of Draft and Final Environmental Impact Report (EIR). If it is determined that in accordance with the California Environmental Quality Act ("CEQA") guideline that preparation of an EIR is required, CAA will conduct this process. This process will entail the preparation of an Initial Study, Draft EIR, Response to Comments on the Draft EIR, monitoring program, and Final EIR. CM will work directly with the Agency to prepare these documents. CAA's detailed scope of services is included as Appendix A to this proposal. RSG will coordinate efforts with the environmental consultant to ensure that required information flows back and forth as needed, and that all parties adhere to the time schedule. RSG has performed this coordination task with more than a dozen of its plan adoption engagements. . Consultations Community Groups. RSG will assist in staffing all community group meetings. The fee quote includes two (2) community meetings; additional meetings would be billed on a time and materials basis at the hourly rates presented in the cost proposal. . Taxinq Aqencv Discussions. AB 1290 eliminated the need for formal discussions with taxing agencies that receive property tax revenue from a redevelopment project. However, if a taxing agency wishes to dispute a redevelopment project proposal, then they must legally challenge the proposal once it is adopted on the basis of blight, adherence to the legally prescribed project formation procedures, and the adequacy of the required environmental documentation. Though formal taxing agency negotiations are not required, it is recommended that staff conduct informal discussions with the County of San Bernardino and other affected taxing agencies to obtain insight as to their perception of the redevelopment proposal, and to discern whether or not these jurisdictions would pursue legal challenges. CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 21, 1999 Page 1 0 This would allow staff to refine the program to address their concerns, and enhance support documentation, prior to final adoption, to better withstand potential legal challenges. RSG's proposal includes two (2) such taxing agency meetings. Additional meetings would be charged on a time and materials basis at the hourly rate established in the Fee Quote section of this proposal. C. Public Hearings and Follow-Up . Taxinq Aqency/Public Notices. RSG will prepare all required notices and ensure that they are ready for transmittal in the time frame required by law as part of our fixed fee quote. The other mailings and public hearing notices will be the responsibility of the Agency. If the Agency desires, RSG will coordinate the printing, assembly and transmittal of the required mailings; this task would be billed as a reimbursable cost outside of the fixed fee quote. · Prepare Report to City Council on the Redevelopment Plan. This is one of the major tasks of the adoption process since the report must include documentation that all the requirements of the law have been met with respect to: ~ the reasons and the need for the Redevelopment Plan, ~ the reasonableness of the redevelopment program proposals, ~ the blighting conditions present within the proposed Project Areas, ~ the methodology of financing the proposed Redevelopment Plan, ~ the relocation assistance plan and neighborhood impact analysis, ~ evidence of consultation with affected citizens, property owners, and taxing agencies, ~ compliance with CEQA, and ~ evaluation of potential project impacts on surrounding neighborhoods. · This report forms the basis for a defense against legal challenges, if any, to the Redevelopment Plan. The report also allows the City Council to evaluate the financial feasibility and desirability of this redevelopment program. The consultant team will prepare the report in simple, direct language that is understandable to all reviewing parties. · Property Owner Mailinqs and Notices. Required hearing notices will be prepared by RSG. A master property owner, tenant, business owner and community organization list and mailing labels will be compiled by RSG; with the mailing list updated 30 days prior to transmittal of the notice of the public hearing. The hearing notice and mailing labels will be provided to the Agency staff for mailing. If desired by the Agency, RSG will assume this task as a reimbursable cost billed outside of the fixed fee. CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 21, 1999 Page 11 . Attendance at Meetinqs and the Public Hearinq. The Project Manager will attend project management team/staff, Planning Commission, and City Council meetings as desired by staff. The fee quote includes: four (4) project management team/staff meetings, two (2) Planning Commission, four (4) Agency/City Council, and two (2) public hearings. Additional meetings will be charged on a time and materials basis, at the rates quoted in the Fee Quote section of this proposal. . Prepare Staff and Proqress Reports, Resolutions and the AdoPtion Ordinance. RSG will prepare all necessary staff reports and resolutions in the format designated by the Agency. Reports, resolutions and documents will be submitted prior to the Agency's agenda submittal deadline to allow sufficient time for staff review. RSG will work with the Agency's Special Counsel to prepare the adoption ordinance. . AdoPtion Follow-Up. RSG will assist the City Clerk in transmitting the adopted Ordinance to the newspaper for publication, recording necessary documents, mailing necessary final documents to the State, County and affected taxing entities. PROJECT TEAM RSG staff will coordinate and manage all the efforts of their consultant team, and prepare all materials related to the redevelopment segment of this project. Additionally, the RSG Project Manager will be responsible for presentations to the City Council/Agency and the Planning Commission, will attend community and staff meetings, and will assist with taxing agency consultations. Primary RSG personnel assigned to this project will be Felise Acosta as Principal/Project Manager with support from Hitta Mosesman, Senior Associate, and Michael Garcia, Analyst. Detailed resumes for the RSG team members were included as Exhibit 3 of our proposal letter dated January 11, 1999. Culbertson, Adams & Associates, Inc. (CAA) , as a direct contractor to the Agency will provide environmental documentation work. Stevenson, Porto and Pierce ("SP2"), as a subcontractor to RSG, will prepare the redevelopment map and legal description. Phil Martin will serve as Project Manager for CCA and Mike Porto of SP2 will manage the mapping and engineering work. CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 21, 1999 Page 1 2 ~ The following presents a general schedule for the adoption process. After the initial scoping meeting, one of the first tasks the consultant team will complete will be the preparation of a detailed schedule which outlines each important task, time frame, event, and documents needed to complete this process. The generalized schedule below outlines the time frame required to accomplish the adoption. San Bernardino Redevelopment Project Area PROJECT ADOPTION SCHEDULE TASKS 1 2 J . S 6 7 8 9 10 11 12 lune lulv Aua SeDt OCI Nav Dee I.n Fe. M., Arull M.v 1. Survey Aru Oeslgullon Scoplng MeeUng - Field Reconn.tnluolnce 2. OocumenrolUon/RevlP!'ll - - Prellmlury P!.an Urb.nlzed/BlIghtlng CondUlons Computer Anolilysls Prellmln",ry Report Redevelopment ?tot" F1noIbaI PAC I f....- 3. Envlronment..1 Review Intlal Study NoUce o( Preparation Or..n EIR Dr.ft Review Period Fln.1 EIR J. Plotn Adoption I I Report to Coundl , Public Hurlng NoUeu Public Hurlng Adoption/Follow Up FEE QUOTE RSG proposes to perform the Phase (I work outlined below and detailed on the attached Project Budget chart, billed on a time and materials basis for a fee not to exceed $52,710, including mapping services. CAA proposed to conduct the work outlined in Appendix A for a fee not to exceed $33,500. Optional services total $14,380 for PAC formation and meetings and is an additional $3,235. Costs are identified and detailed in the following budget chart. Mailing costs have not been estimated because of the difficulty in providing an actuate figure at this time. However, once the number of parcels, business and residential units have been quantified, RSG will have the information necessary to give the Agency an actuate estimate of mailing costs. CDCl1999-8A Mr. Ronald E. Winkler City of San Bernardino January 21, 1999 Page 1 3 Hours Fee Hourly Rate 5130 S100 565 550 S35 Senior Res Asst/ Labor Other TASK Principal Associate Analyst RE Tech Clerical Cost Costs TOTAL RSG Schedule 2 10 0 0 3 51,365 51,365 Preliminary Plan/Map 1 2 4 2 1 S725 S150 S875 Redevelopment Plan 4 8 4 0 4 SI,nO 5100 51,820 Owner Participation Rules/Method of Relocation 2 6 4 0 1 51,155 51,155 Tax Increment Projections 4 8 0 0 0 51,320 51,320 Coordination with EIR Consultant/Legal Counsel 4 4 4 0 1 51.215 51,215 Preliminary Report 4 20 8 4 4 S3,380 BOO B,680 Taxing Entity Mailing (3) 2 4 14 0 4 51,710 SI,050 52,760 Mailing Labels 0 2 20 0 2 51,570 S50 51,620 Notices 2 10 10 0 2 51,980 51,980 Updade Field Reconnaissance/ Blight Survey for Report to City Council 2 10 10 4 0 52,110 5100 52,210 Computer Analysis I 4 8 8 0 51,450 51,450 Report to Council 12 20 16 4 8 55,080 5200 55,280 Staff Reports/Resolutions 4 20 20 0 8 $4,100 5200 54,300 Staff/Agency/Commission Meetlngs/2 Community Meetings SO 32 8 0 0 510,220 510,220 Joint Public Hearings/Responses to Objections 18 20 4 0 2 54.670 $4,670 Adoption /Follow-Up 1 4 4 0 1 S825 5825 TOTAL 113 184 138 22 41 S41.160 52.1 SO $43,310 STEVENSON. PORTO & PIERCE: MAP & LEGAL DESCRIPTION (Budget Estimate) S6,400 (~ee nronosa/ for dera!l) REPRODUCTION (Budget Estimate) B,OOO (12 copies of Prellmindry Report, Report to Council, and other documents as necessary) TOTAL BUDGET 552.710 OPTIONAL SERVICES Hours Fee )I jU 5100 565 550 S35 Senior Res Asst/ Labor Other Principal Associate Analyst RE Tech Clerical Cost Costs TOTAL RSG PAC Formation procedures/Meetings 52 60 20 4 2 514,330 550 514,380 Additional Taxing Agency Meetings (4 meetings) 20 6 1 S3,235 0 B,235 TOTAL OPTIONAL SERVICES 12 66 20 4 3 17565 50 517.615 TOTAL RSG BUDGET WITH OPTIONAL SERVICES' 570,325 ENVIRNOMENTAL DOCUMENTATION (CAAl Full EIR 533.500 Negative Dectaratlon 515.500 'MAILINGS (PAC Formation, Community Moeing and AT AC7VAL COSTS AND NOT INCLUDED IN FEE QUOTE ABOVf Public Hearing/ PHAS E II SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY REDEVELOPMENT PLAN ADOPTION CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 21, 1999 Page 14 The RSG fee includes mapping, and mailing expenses to the taxing agencies. Environmental documentation products and costs are presented in CAA proposal that was attached as Appendix 1 to our January 11, 1999 proposal. PAC formation and extended taxing agency consultation are included as optional items. This fee does not include expenses associated with State filing fees, County of San Bernardino charges; the cost of property owner mailings, and meetings in excess of those designated below. Included in the fixed fee are the following items: Plans/Reports: Preliminary Plan Preliminary Draft and Final Redevelopment Plan Preliminary Report Report to the City Council on the Redevelopment Plan Draft and Final Relocation Plan, and Owner Participation Guidelines Staff and Transmittal Reports Notices: Prepare all necessary notices for residents, businesses, organizations and taxing agencies for both proposed projects. Scheduling: Prepare, monitor and update the Redevelopment Plan adoption schedule. Coordination: Coordinate the preparation of all documents; monitor and coordinate the activities of the project management and consultant team. Meetings: The Project Manager will serve as an extension of City staff and will attend a total of the following meetings: Project Management Team Planning Commission Agency/City Council Public Hearing Community Group 4 meetings 2 meetings 4 meetings 2 meetings 2 meetings Optional Services PAC formation and meetings Formation and Election meeting PAC meetings Taxing Agency additional meetings 2 meetings 6 meetings 4 meetings . . CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 21, 1999 Page 1 5 Project Files: Number of Copies: Exclusions: Invoicing: Scope of Work Modification: Schedule of Fees: Additional meetings will be charged on a time and materials basis at the hourly rates presented in this section. At the start of both projects, RSG will distribute 3-ring binders for adoption to the project management team and Council/Agency members. The firm will also maintain a document reference file containing all correspondence, studies, reports, memos, plans, transmittals, maps, photographs, certified mailing receipts, and meeting minutes. The reference file will be entered as part of the public record during the public hearing. RSG will provide up to twelve (12) copies of all documents, maps and reports for the adoption. Not included in the not to exceed fee quote are costs associated with State Board of Equalization and San Bernardino County filing fees and costs. Invoices will be issued monthly and are payable upon receipt, unless otherwise agreed upon in advance. Invoices will identify tasks completed to date, hours expended and the hourly rate. In the event the scope of work should change to a degree that would alter the fee, RSG will contact the Agency in writing and submit a revised fee schedule prior to the commencement of work. Requests for extra work will be documented, and a completion time and compensation amount will be submitted for approval prior to initiating work. Our quoted fees are valid through December 31, 1999. Non- contract services commenced after this date that are not included as part of the Scope of Services presented in this proposal will be charged with the fee schedule effective on January 1, 1999. CDCl1999-8A Mr. Ronald E. Winkler City of San Bernardino January 21, 1999 Page 1 6 Direct Labor: Maps: Mailings: Classification Principal Senior Associate Associate Senior Analyst Analyst Research Assistant/Real Estate Technician Word Processor Clerical Reimbursable Expenses Hourly Rates $130 100 85 75 65 50 40 30 Cost plus 10% State Board of Equalization required maps Legal Description, Blight and Urbanization maps RSG will assemble, mail, taxing agency notices. PAC, Citizen Participation notification, and property owner notices will be billed outside of the fixed fee. It is our hope that this proposal letter provides you with the information required to adequately evaluate our firm's ability to provide the plan adoption services you require. Please feel free to call me if you have any questions or need clarification of the cost estimates provided. We look forward to meeting with you and discussing our proposal. Sincerely ROSENOW SPEVACEK GROUP, INC. ~~ Felise Acosta Principal FA: CDC/1999-8A I, tl ~ 1 " ,) II' :::: I' 1 I I (. I I, l ~ r.: tl I I' I" I'. January 11, 1 999 Mr. Ronald E. Winkler, Development Director Economic Development Agency Of the City of San Bernardino 201 North E Street, Suite 301 San Bernardino, California 92401-1507 PROPOSAL FOR REDEVELOPMENT PROJECT ADOPTION SERVICES Dear Mr. Winkler: The Rosenow Spevacek Group, Inc. ("RSG") welcomes the opportunity to submit this proposal for redevelopment plan adoption consultant services to the San Bernardino Economic Development Agency (the "Agency"). Based upon your request for proposal ("RFP") it is our understanding that the Agency is seeking consultant services to assist in creating a redevelopment project area located east of Electric Avenue, west of Waterman Avenue, between Ralston Avenue on the south and 44th Street on the north. RSG has had extensive experience in redevelopment project formation and amendment engagements. Our most recent experience in this capacity involved projects with the Redevelopment Agencies of Burbank, Carson, Cudahy, Diamond Bar, Fontana, Hemet, Huntington Beach, La Quinta, Ontario, Palm Desert, Port Hueneme, Poway, Santa Ana, and Ventura. For this engagement, RSG's consultant team includes the services of Culbertson, Adams & Associates, Inc. (CAA) who will conduct the environmental documentation and Stevenson, Porto and Pierce (SP2) who will provide the mapping and engineering work. Both firms have extensive experience in providing these services in the context of the redevelopment plan adoption process. INTRODUCTION RSG specializes in providing redevelopment, financial and governmental management consulting services to both public agencies and private participants in the community development process. Our services include redevelopment project formation/adoption, financing and project implementation; redevelopment agency staffing; bond fiscal consultant services; economic and housing program development/implementation; and management consultant services. RSG service delivery is enhanced by our aggressive integration of computer applications into project management, scheduling, revenue forecasting, and data storage activities. 540 North Golden Circle, Suite 305 . Santa Ana, CA 92705-3914 . Telephone 714.541.4585 . Fax 714.836.1748 San Diejl'o 760.967.6462 . E-Mail Address:RSGINCCA@aol.com CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 2 Formulating innovative solutions, attention to detail, and adherence to schedules is the signature of our service. FIRM EXPIERENCE The RSG consultant team for this assignment has over thirty (30) years of combined experience in redevelopment program formulation and management including the redevelopment plan adoption, project implementation, project financing, and housing program administration. The team has extensive experience in providing redevelopment project adoption services working as an extension of a redevelopment agency's staff. In this capacity we not only prepare all documentation, but are also responsible for coordinating the adoption process, staffing meetings, conducting community workshops, and representing redevelopment agencies in discussions with other taxing jurisdictions. RSG as a firm has provided redevelopment project adoption, amendment and implementation services to public agencies since 1979. Our staff has managed the creation/merger/amendment of over eighty (80) redevelopment projects, over twenty (20) of these since the adoption of Assembly Bill 1290 ("AB 1290"). In addition, RSG provides ongoing project management and financial consultant services to fourteen (14) redevelopment agencies. Serving as an extension of Agency staff, RSG personnel manage land assembly activities, solicit developer/user proposals, prepare and analyze development pro formas, participate in developer/user negotiations, develop and implement housing programs, and provide bond fiscal consultant services. We take pride in the fact that the average tenure of an RSG client engagement is six (6) years, and that we have retain many of the same clients we have had since the time of our incorporation. We believe that these long term, continuing client relationships demonstrate RSG's ongoing corporate commitment to deliver quality services in a timely and cost effective manner. RSG's plan adoption and amendment experience is attached as Exhibit 1 and name and phone numbers of our reference clients is attached as Exhibit2. PROJECT APPROACH It is our understanding that the Agency is seeking consulting services to accomplish a project area adoption process. Because staff is limited, the qualified firm would be required to conduct all the necessary planning, document preparation, presentations, reports, maps, legal description, and other related material, and be responsible for making all presentations leading to the completion of the amendment adoption process. CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 3 With the passage of AB 1290 amending the California Community Redevelopment Law ("CRL"), the project area adoption process has been modified resulting in a need for more extensive documentation (particularly mapping) of both economic and physical blight. AB 1290 has also resulted in a reduction of the involvement in affected taxing agencies. RSG's proposal assumes minimal involvement in taxing agency discussions, although it includes all necessary notices and transmittals to the taxing agencies. The blight documentation will be a key element to the consultant's responsibilities. Given recent court cases, it will be necessary to document blight on a parcel-level basis, and a primary focus of document preparation will be the substantiation of the presence of blight. The additional requirement to prepare a "implementation plan" was also added by AB 1290 and, to this extent, more focus must be placed on outlining the specific implementation programs, which will be necessary to eliminate blighting conditions. The following Scope of Services outlines RSG's approach to the proposed redevelopment project area adoption. SCOPE OF SERVICES I. INITIATE PLAN ADOPTION PROCESS . Scooinq Meetinq - Data Collection. The consultant team will hold an initial scoping conference with the Agency staff, Special Counsel and other Agency Consultants to: ~ Discuss and further identify the objectives of the redevelopment program. ~ Determine if the City's existing redevelopment survey area includes the properties under consideration; if not proceed to amend the survey area boundaries. ~ Review the existing Agency's designated survey area and discuss the area's problems, needs and opportunities. ~ Solidify the potential Project Area. ~ Identify current and proposed development activity including potential valuation and scheduling of new development for both areas. ~ Identify key resource people and delineate studies including: traffic studies, public improvements needs and cost studies, improvement plans, general and community plans, and economic/marketing studies. ~ Identify key planning issues in the areas of economics, land use, circulation, parking, growth, public facilities and housing. ).- Review and collect available base data. CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 4 . Proiect Schedule. RSG would prepare a detailed project schedule which annotates each activity, responsible party, and due dates. The schedule would be updated as needed during the adoption process. {The following scope of services assumes that the City's existing survey area includes the proposed Project Area} · Determination of Environmental Review. Upon consultation with Agency staff and Agency Counsel, a determination will be made as to whether a full environmental impact report ("EIR") is necessary or whether a negative declaration will be sufficient. {The following scope of services assumes that the adoption process will require preparation of an E1R} . Coordination for the Preoaration of Initial Studv and Notice of Preoaration for CEQA Comoliance. RSG will assist the CAA in the preparation of the Notice of Preparation. In particular, RSG will ensure that the "project description" adequately describes the proposed redevelopment project amendment. Further, RSG will assist the Agency and the environmental consultant in confirming the responsible agencies and distributing the Notice of Preparation. All notice mailings for the environmental process would be the responsibility of the City or their environmental consultant. . Field Reconnaissance. The consultant will conduct a reconnaissance survey to become familiar with the community and will conduct a detailed land use survey to record pertinent information. From the recorded survey, notes on land use, building/property conditions, specific problems and potential opportunities will be made for each parcel of property. The percentage of urban uses and blighting conditions (as defined by the California Redevelopment Law) will be specifically noted. . Comouter Analvsis. RSG has developed a highly sophisticated computer data management system to sort and analyze parcel level information. All data collected during the field reconnaissance will be entered into the system for analysis. Additionally, we will collect and input assessor information (parcel number, situs address, owner name and address, valuation, exemptions and tax rate area) for each parcel. Once the input is complete, various datasorts will be run to produce reports needed to prepare required documents; these reports will document existing land use, parcel/building condition, zoning and general plan land uses, current valuation and ownership. If desired, RSG will also use computerized spreadsheets to analyze the both projects' financial feasibility. CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 5 · Delineate Urbanized and Bliqhtinq Conditions. Upon completion of the parcel condition datasorts, summaries of urban uses and blighting conditions will be prepared. These summaries will be reviewed with Agency staff and Agency Special Counsel; upon their concurrence, maps will be prepared to graphically depict these conditions. . Definition of Redevelopment Implementation Activities. Defining development projects that redevelopment may implement is now required by the California Redevelopment Law for presentation to the affected taxing agencies. Further, comprehensively defining the scope of the redevelopment program early in the process will greatly enhance presentations to the City Council, Planning Commission and community groups. RSG will facilitate the process of defining the implementation programs and activities. . Development of Cost of Implementation of Proposed Redevelopment Activity. Once a Public Improvement Projects Lists have been developed, the consultant team will develop a project by project cost estimate for use in the Preliminary Report, and Report to the City Council. . Desiqnate Proiect Area/Prepare Preliminary Plan. Map. and Leqal Description. A Preliminary Plan will be prepared that delineates the proposed Project Area by map. The Preliminary Plan will outline the need for establishing a redevelopment program for the area. The Project Area boundaries and Preliminary Plan will be presented to the Planning Commission. The CRL requires that the Planning Commission select the proposed Project Area boundaries and approve the Plan. Once approve by the Planning Commission the Agency must approve the both and authorize their transmittal to the taxing agencies. As part of this activity, the consultant will provide the maps and legal descriptions for the proposed Project Area for submission to the State Board of Equalization and affected taxing agencies. . Proiect Area Committee/Citizen Participation Proqram. The requirements of the CRL dictate that if your Plan contains either the power of eminent domain over property on which persons reside, or if public improvement projects cited in the Plan will require the displacement of low and moderate income persons, you are required to create a Project Area Committee ("PAC). If required, as an Optional item, RSG would prepare the procedures for formation of the PAC, assist with the PAC election and staff meetings of the PAC. RSG has had extensive experience in the formation and staffing of PACs. (PAC mailings are not included in fixed fee, however if desired by the Agency, RSG would prepare notices and mail as a reimbursable cost.) CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 6 II. Prepare Draft Redevelopment Plans, Relocation Plan, Owner Participation Rules, Preliminary Report, Citizen Meetings, Taxing Agency Consultations · Prepare Draft Redevelopment Plan. Once the proposed projects and programs are outlined, RSG will prepare the draft Redevelopment Plan in accordance with the CRL. RSG will work with Agency staff to define the scope and nature of implementation activities, which will be needed to accomplish project goals and remedy blighting conditions. · Prepare Method of Relocation and Owner Participation and Business Re-entrv Rules. Concurrent with preparing the draft Redevelopment Plan, the Method of Relocation and Owner Participation and Business Re-entry Guidelines will be drafted. The Method of Relocation will incorporate the "California Relocation Assistance and Real Property Acquisition Guidelines" and outline the procedures the Agency would follow in the event of property acquisition and relocation. The Owner Participation and Business Re-entry Rules outline the procedures for participation in the redevelopment program. These documents will be circulated for staff, Agency's Counsel and public review prior to final consideration for adoption by the Agency. The documents will be revised as necessary to incorporate subsequent revisions and modifications. · Financial Analvsis. The consultant will prepare tax increment revenue projections required for inclusion in the Preliminary Report; the Report to the City Council and fiscal consultations with affected taxing entities. · Prepare the Preliminarv Report. Preliminary Report will be prepared that outline the reasons for the selection of the Project Area, describes the physical, social and economic conditions within the Area, preliminarily assesses the feasibility of financing the proposed redevelopment programs, and identifies projects to be implemented by the Agency and how they will alleviate the identified blighting conditions. The report will be transmitted to the affected taxing agencies and will be the basis for fiscal consultations. · Preparation of Draft and Final Environmental Impact Report (ErR). If it is determined that in accordance with the California Environmental Quality Act ("CEQA") guideline that preparation of an EIR is required CAA will conduct this process. This process will entail the preparation of an Initial Study, Draft EIR, Response to Comments on the Draft EIR, monitoring program, and Final EIR. CAA will directly with the Agency to prepare these documents. CAA's detailed scope of services is included as Appendix A to this proposal. RSG will coordinate efforts with the environmental consultant to ensure that required information flows back CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 7 and forth as needed, and that all parties adhere to the time schedule. RSG has performed this coordination task with more than a dozen of its plan adoption engagements. · Consultations Community Groups. RSG will assist in staffing all community group meetings. The fee quote includes two (2) community meetings; additional meetings would be billed on a time and materials basis at the hourly rates presented in the cost proposal. · Taxinq Aqency Discussions. AB 1290 eliminated the need for formal discussions with taxing agencies that receive property tax revenue from a redevelopment project. However, if a taxing agency wishes to dispute a redevelopment project proposal, then they must legally challenge the proposal once it is adopted on the basis of blight, adherence to the legally prescribed project formation procedures, and the adequacy of the required environmental documentation. Though formal taxing agency negotiations are not required, it is recommended that staff conduct informal discussions with the County of San Bernardino and other affected taxing agencies to obtain insight as to their perception of the redevelopment proposal, and to discern whether or not these jurisdictions would pursue legal challenges. This would allow staff to refine the program to address their concerns, and enhance support documentation, prior to final adoption, to better withstand potential legal challenges. RSG's proposal includes two (2) such taxing agency meetings. Additional meetings would be charged on a time and materials basis at the hourly rate established in the Fee Quote section of this proposal. III. Public Hearings and Follow-Up . Taxinq Aqency/Public Notices. RSG will prepare all required notices and ensure that they are ready for transmittal in the time frame required by law ass part of our fixed fee quote. The other mailings and publiC hearing notices will be the responsibility of the Agency. If the Agency desires, RSG will coordinate the printing, assembly and transmittal of the required mailings; this task would be billed as a reimbursable cost outside of the fixed fee quote. . Prepare Report to City Council on the Redevelopment Plan. This is one of the major tasks of the adoption process since the report must include documentation that all the requirements of the law have been met with respect to: ~ the reasons and the need for the Redevelopment Plan, ~ the reasonableness of the redevelopment program proposals, ~ the blighting conditions present within the proposed Project Areas, ~ the methodology of financing the proposed Redevelopment Plan, CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 8 ~ the relocation assistance plan and neighborhood impact analysis, ~ evidence of consultation with affected citizens, property owners, and taxing agencies, ~ compliance with CEQA, and evaluation of potential project impacts on surrounding neighborhoods. . This report form the basis for a defense against legal challenges, if any, to the Redevelopment Plan. The report also allows the City Council to evaluate the financial feasibility and desirability of this redevelopment program. The consultant team will prepare the report in simple, direct language that is understandable to all reviewing parties. . Property Owner Mailinqs and Notices. Required hearing notices will be prepared and by RSG. A master property owner, tenant, business owner and community organization list and mailing labels will be compiled by RSG; with the mailing list updated 30 days prior to transmittal of the notice of the public hearing. The hearing notice and mailing labels will be provided to the Agency staff for mailing. If desired by the Agency RSG will assume this task as a reimbursable cost billed outside of the fixed fee. . Attendance at Meetinqs and the Public Hearinq. The Project Manager will attend project management team/staff, Planning Commission, and City Council meetings as desired by staff. The fee quote includes four (4) project management team/staff meetings, two (2) Planning Commission, four (4) Agency/City Council, and two (2) public hearings. Additional meetings will be charged on a time and materials basis at the rates quoted in the Fee Quote section of this proposal. . Prepare Staff and Proqress Reports. Resolutions and the AdoPtion Ordinance. RSG will prepare all necessary staff reports and resolutions in the format designated by the Agency. Reports, resolutions and documents will be submitted prior to the Agency's agenda submittal deadline to allow sufficient time for staff review. RSG will work with the Agency special counsel to prepare the adoption ordinance. . AdoPtion Follow-Up. RSG will assist the City Clerk in transmitting the adopted Ordinance to the newspaper for publication, recording necessary documents, mailing necessary final documents to the State, County and affected taxing entities. CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 9 PROJECT TEAM RSG staff will coordinate and manage all the efforts of their consultant team, and prepare all materials related to the redevelopment segment of this project. Additionally, the RSG Project Manager will be responsible for presentations to the City Council/Agency and the Planning Commission, will attend community and staff meetings, and will assist with taxing agency consultations. Primary RSG personnel assigned to this project will be Felise Acosta as Principal/Project Manager with support from Hitta Mosesman, Senior Associate, and Michael Garcia, Analyst. Detailed resumes for the RSG team members are included as Exhibit 3 of this letter. Culbertson, Adams & Associates, Inc. (CAA), as a direct contractor to the Agency will provide environmental documentation work. Stevenson, Porto and Pierce ("SP2"), as a subcontractor to RSG, will prepare the redevelopment map and legal description. Phil Martin will serve as Project Manager for CCA and Mike Porto of SP2 will manage the mapping and engineering work. SCHEDULE The following presents a general schedule for the adoption process. After the initial scoping meeting, one of the first tasks the consultant team will complete will be the preparation of a detailed schedule with outlines each important task, time frame, event, and documents needed to complete this process. The generalized schedule below outlines the time frame required to accomplish the adoption. CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 1 0 San Bernardino Redevelopment Project Area PROJECT ADOPTION SCHEDULE TA5KS 1 2 3 .._-- -~~- -- 4 5 6 7 . 9 10 " 12 Fob "" Ap, ".v Iune lulv Aup Son Oel Npv Ooc '.n 1. Survey Area Deslgn.J.tlon Seoplng Meeting ~ - - FIeld Reconn.J.nlss.ance .. 2. Oocumentioflon/Revlew _n... - - - - Prellmln,irV P1,i,n Urb.J.nlzed/BlignUng Conditions Computer Analysis Prellmin.uv Report Redevelopment PI.." Flndbed PAC I FonrIItJm .. .~.-. - .. . - -- 3. Environmental Review Intloll Study Notice of Prep.r.J.tlon Or.ft EIR DraftReview Pertod Fln.l EIR - ..- - 3. pt." AdopUon - 'n .. .. .. Report to Council Public Heolrlng Notices Public Hurlng Adoption/Follow Up FEE QUOTE RSG proposes to perform the work outlined below and detailed on the attached Project Budget chart, billed on a time and materials basis for a fee not to exceed $64,884 including mapping services. CM proposed to conduct the work outlined in Appendix A for a fee not to exceed $33,500. Optional services total $14,380 for PAC formation and meetings and an additional $3,235. Costs are identified and detailed in the following budget chart. Mailing costs have not been estimated because of the difficulty in providing an actuate figure at this time. However, once the number of parcels, business and residential units have been quantified RSG will have the information necessary to give the Agency an actuate estimate of mailing costs. CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 11 ------ -- -- Hours ---~~-- -- _~~~e_ Hourly Rate S130 SIOO S65 S50 S35 -- Senior Res Asst/ Labor Other TASK Principal Associate Analyst RE Tech Clerical Cost Costs TOTAL RSG Project Scoping/Meeting 4 4 0 0 0 S920 S920 Preliminary Survey 4 8 8 0 0 S1,840 SSO Sl,890 Schedule 2 10 0 0 3 S1,365 S1,365 Preliminary Plan/Map 1 4 4 2 1 S92S SISO S1,07S Field Reconnaissance/ Blight Survey 4 20 20 0 0 S3,820 SIOO S3,920 Computer Analysis 1 8 12 0 0 S1,710 S1,710 Redevelopment Plan 4 16 4 2 4 S2,620 S100 S2,720 Owner Participation Rules/Method of Relocation 2 6 4 0 1 S 1,155 S 1,155 Tax Increment Projections 8 16 4 0 0 S2,900 S2,900 Coordination with EIR Consultant/Legal Counsel 16 16 8 0 1 S4,235 S4,235 Preliminary Report 8 30 12 12 4 S5,560 S300 S 5 ,860 Taxing Entity Mailing (3) 2 4 14 0 4 S1,710 S1,050 S2,760 Mailing Labels 0 2 10 0 2 S920 S50 S970 Notices 2 10 10 0 2 S1,980 S1,980 Report to Council 12 30 20 8 8 S6,540 S200 S6,740 Staff Reports/Resolutions 4 20 20 0 8 S4,100 S200 S4,300 Staff/Agency /Commission Meetings/2 Community Meetings SO 32 8 0 0 S 1 0,220 S 10,220 Joint Public Hearings/Responses to Objections 18 20 4 0 2 S4,670 S4,670 Adoption/Follow-Up 1 4 4 0 1 S825 S825 TOTAL 143 260 166 24 41 S53,280 S2,200 S55,480 STEVENSON, PORTO &. PIERCE: MAP &. LEGAL DESCRIPTION (Budget Estimate) S6,400 (See orooosal for detail) REPRODUCTION (Budget Estimate) S3,000 (12 copies of Preliminary Report, Report to Council. and other documents as necessary) TOTAL BUDGET S64,880 OPTIONAL SERVICES Hours Fee ) IjU )IUU fb~ )~U )j~ Senior Res Asst/ Labor vtner Principal Associate Analyst RE Tech Clerical Cost Costs TOTAL RSG PAC Formation procedures/Meetings 52 60 20 4 2 S 14,330 S50 S 14,380 Additional Taxing Agency Meetings (4 meetings) 20 6 1 S3,23S 0 S3,235 TOTAL OPTIONAL SERVICES 72 66 20 4 3 17565 SO S17,615 TOTAL RSG BUDGET WITH OPTIONAL SERVIC~' S82,495 ENVIRNOMENTAL DOCUMENTATION (CM) Full EIR S33,500 Negative Declaration S15,500 'MAILlNCS (PAC Formation, Community Meeing and A TACTUAL COSTS AND NOT INCLUDED IN FEE QUOTE ABOVE Public Hearing/ CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 1 2 The RSG fee includes mapping, and mailing expenses to the taxing agencies. Environmental documentation products and costs are presented in CAA proposal attached as Appendix 1. PAC formation and extended taxing agency consultation are included as optional items. This fee does not include expenses associated with State filing fees, County of San Bernardino charges; the cost of property owner mailings, and meetings in excess of those designated below. Included in the fixed fee are the following items: Plans/Reports: Preliminary Plan Preliminary Draft and Final Redevelopment Plan Preliminary Report Report to the City Council on the Redevelopment Plan Draft and Final Relocation Plan, and Owner Participation Guidelines Staff and Transmittal Reports Notices: Prepare all necessary notices for residents, businesses, organizations and taxing agencies for both proposed projects. Scheduling: Prepare, monitor and update the Redevelopment Plan adoption schedule. Coordination: Coordinate the preparation of all documents; monitor and coordinate the activities of the project management and consultant team. Meetings: The Project Manager will serve as an extension of City staff and will attend a total of the following meetings: Project Management Team Planning Commission Agency/City Council Public Hearing Community Group 4 meetings 2 meetings 4 meetings 2 meetings 2 meetings Optional Services PAC formation and meetings Formation and Election meeting PAC meetings Taxing Agency additional meetings 2 meetings 6 meetings 4 meetings CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 1 3 Project Files: Number of Copies: Exclusions: Invoicing: Scope of Work Modification: Schedule of Fees: Additional meetings will be charged on a time and materials basis at the hourly rates presented in this section. At the start of both projects, RSG will distribute 3-ring binders for adoption to the project management team and Council/Agency members. The firm will also maintain a document reference file containing all correspondence, studies, reports, memos, plans, transmittals, maps, photographs, certified mailing receipts, and meeting minutes. The reference file will be entered as part of the public record during the public hearing. RSG will provide up to twelve (12) copies of all documents, maps and reports for the adoption. Not included in the not to exceed fee quote are costs associated with State Board of Equalization and San Bernardino County filing fees and costs. Invoices will be issued monthly and are payable upon receipt, unless otherwise agreed upon in advance. Invoices will identify tasks completed to date, hours expended and the hourly rate. In the event the scope of work should change to a degree that would alter the fee, RSG will contact the Agency in writing and submit a revised fee schedule prior to the commencement of work. Requests for extra work will be documented, and a completion time and compensation amount will be submitted for approval prior to initiating work. Our quoted fees are valid through December 31, 1999. Non- contract services commenced after this date that are not included as part of the Scope of Services presented in this proposal will be charged with the fee schedule effective on January 1, 1999. CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 14 Direct Labor: Classification Principal Senior Associate Associate Senior Analyst Analyst Research Assistant/Real Estate Technician Word Processor Clerical Reimbursable Expenses Maps: State Board of Equalization required maps Legal Description, Blight and Urbanization maps Hourlv Rates $130 100 85 75 65 50 40 30 Cost plus 10% RSG will assemble, mail, taxing agency notices. PAC, Citizen Participation notification, and property owner notices will be billed outside of the fixed fee. Mailings: INSURANCE COVERAGE RSG carries general liability insurance in the amount of $1,000,000 combined single limit per occurrence with a $2,000,000 general aggregate; fire damage liability in the amount of $50,000; and medical expense liability of $5,000; automobile liability for non-company owned automobiles in the amount of $1,000,000 combined single limits; $1,000,000 professional liability; and worker's compensation and employer's liability insurance in the amount of $1,000,000. A Certificate of Insurance will be supplied upon request. RSG provides all employees with full-paid medical insurance coverage. IN-HOUSE RESOURCES RSG has aggressively integrated computer applications into our data management, economic analysis, fiscal projection, document preparation, and client interface activities. Our capabilities in these areas are as follows: ~ Data Manaoement RSG employs a customized parcel-based data management system to store, categorize and summarize land use, CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 1 5 situs condition, assessment information, and infrastructure data. This system incorporates a graphics component that facilitates the presentation of data in tabulated and graphic formats. o Development Pro Forma Models: RSG specializes in real estate development economics, and as such, has developed pro forma models for a wide array of residential, commercial, office and industrial developments. After inputting basic project development parameters, these computer models then calculate required land price, rents, developer/user return, and 10 to 40 year income/cost pro formas. o Financial Forecastinq: As a fiscal consultant, RSG prepares revenue projections for a variety of public and private financings. Our revenue projections utilize a customized computer model that integrates projected revenue with existing obligations to forecast financing capacity. This model is used to structure and size various financings. o Document Preparation: RSG utilizes Microsoft~ Word for Windows 97 for document preparation; this program can read and write most IBM- PC and Macintosh files, and is capable of converting files into all major word processing applications. Spreadsheets are generated employing Microsoft~ Excel 97, which is fully compatible with Lotus 1-2-3. o Modem Protocol: In our capacity as contract staff to client agencies, RSG is required to prepare letters, memos, and staff reports formatted for client stationery, ready for signature. We transmit these documents and associated data via a 14400 bps modem, running Procom Plus, typically at XMODEM protocol. CORPORATE DESCRIPTION SUMMARY RSG is a minority/woman business enterprise ("MBE/WBE"), incorporated in 1979 under the California Corporation Law. Ownership is held by five (5) principals, two (2) of which are female, with one (1) male minority. The Orange County Transportation Authority certified RSG as a MBE/WBE. RSG's workforce is multiethnic and multigender. CDC/1999-8A Mr. Ronald E. Winkler City of San Bernardino January 11, 1999 Page 1 6 WORK FORCE COMPOSITION Principals Professional Women Men c: c: '" '" ~ '6 ~ '6 "'" -= "'" -= a c: a c: c: c: f u '" f u '" "" u ~ "" .~ Number '" "C '" c: ~ i::. .>< iii " " -;;; i::. .>< " " -;;; u 5l- ~ u 5l- '" ~ of Persons a '" J: ~ E 0 <5 a '" J: ~ E 0 <5 Z Iii <( f- Z Iii <( f- 5 2 2 2 3 6 2 2 2 <I Para-Professional It is our hope that this proposal letter provides you with the information required to adequately evaluate our firm's ability to provide the plan adoption services you require. Please feel free to call me if you have any questions or need clarification of the cost estimates provided. We look forward to meeting with you and discussing our proposal. Sincerely ROSENOW SPEVACEK GROUP, INC. ~tiJiP Felise Acosta Pri nci pal FA: