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HomeMy WebLinkAboutS02-Planning _ JJ . CITY OF SAN .BRIORDINO - RBQUBST OJR cou~ ACTION From: Brad L. Kilger Director of Planning Planning June 15, 1989 Su~~:DEVELOPMENT CODE CONSULTANT AGREEMENT Dept: Date: Mayor and Common Council Meeting June 20, 1989, 2:00 p.m. Synopsis of Previous Council action: No previous Council action. fg :lO m C") c.... ? c:;: z , >- r.ll C> X ;.r,.. :or:. ;:iiC (J;) 0 ..., co :'" Racommended motion: . Adopt the resolution . , /" ~:~-::,/ Brad L. I , Contact person: Brad L. Ki1ger Phone: 384-5057 Supporting data attached: Staff Report Ward: NA FUNDING REQUIREMENTS: Amount: $135,124 (FY 1989-1990) Source: (Acct. No.) (Acct. Descriotionl Finance: ~ ):j~ Council Notes: 75-0262 Agenda Item No S - L CITY OF SAN BERtORDINO - REQUEST B'R COUNCIL ACTION .... STAFF REPORT SUBJECT: DEVELOPMENT CODE CONSULTANT AGREEMENT REQUEST: ADOPT RESOLUTION AUTHORIZING AGREEMENT WITH THE CONSULTANT OF THE DEVELOPMENT CODE THE EXECUTION OF THE FOR THE PREPARATION BACKGROUND: Under the direction of the General Plan Task Force and authorization by city Council a procedure was established to select a consultant for the preparation of a Development Code. The Development code will be a comprehensive revision to Title 18 (subdivision) and Title 19 (Zoning) of the Municipal Code, as well as other appropriate Code sections. A brief review of the steps taken to select the consultant is as follows: Request for qualifications - December, 1988 Request for proposals - April, 1989 Selection interviews by General Plan Task Force, April, 1989 contract negotiations - May - June, 1989 The contract authorizes the expenditure of $104,270 and a 20 percent contingency fund expenditure of $20,854 for a total of $135,124 for the development of the Code and Design Guidelines. This money has been budgeted in the Planning Department's budget for Fiscal Year 1989-1990. The original amount included an additional $40,000 for environmental review of the Development Code. The work program and funding requirements for that effort will be determined at a later time during Fiscal Year 1989-1990. Under the Scope of Work defined in the Agreement, a dra.ft of the code and Guidelines will be developed by January 19, 1990. At that point, extensive public review will begin, with an adoption goal scheduled for May and June of 1990. Prior to the drafting of the code public input will be obtained, as well as from the other appropriate city Depart- ments. The city Attorneys' office has reviewed and approved the proposed agreement. 75-0264 Mayor and commo~uncil Meeting - June 20'0989 Development cod~~onsultant Agreement Page 2 RECOMMENDATION Adopt the resolution authorizing the execution of the agree- ment attached as Exhibit "A". prepared by: John Montgomery, AICP, Principal Planner by Brad L. Kilger, Director of Planning Attachment: Exhibit "A" execution of includes Scope Resolution Consultant of Work). authorizing the Agreement (which u o o 1 RESOLUTION NO. 2 RESOLUTION OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH JACOBSON & WACK, INC., TO PREPARE 3 A DEVELOPMENT CODE INCLUDING PROPOSED MUNICIPAL CODE AMENDMENTS IMPLEMENTING THE NEW GENERAL PLAN. 4 BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY 5 OF SAN BERNARDINO AS FOLLOWS: 6 SECTION 1. The Mayor of the City of San Bernardino is 7 hereby authorized and directed to execute on behalf of said City 8 an agreement with Jacobson & Wack, Inc. to prepare a Development 9 Code including proposed Municipal Code amendments implementing 10 the new General Plan, a copy of which is attached hereto marked 11 Exhibit "A" and incorporated herein by reference as fully as 12 though set forth at length. 13 SECTION 2. This resolution is rescinded if the parties to 14 the agreement(s) fail to execute it within sixty (60) days of the 15 passage of this resolution. 16 I HEREBY CERTIFY that the foregoing resolution was duly 17 adopted by the Mayor and Common Council of the City of San 18 Bernardino at a meeting thereof, held on the 19 day of , 1989, by the following vote, to wit: 20 AYES: Council Members 21 22 23 24 NAYS: ABSENT: 25 City Clerk 26 / / / / 27 / / / / 28 HE/dys June 15, 1989 1 ..i 10 11 12 13 14 15 16 17 18 19 20 21 I I RESOLUTION...AUTHORIZING THE EXECUTION OF AN AGREEXENT Wlln JACOBSON & W~, INC., TO PREPARE A DEV~~PMENT CODE INCLUDING PROPOSED MUN~PAL CODE AMENDMENTS IMPL~NTING THE NEW GENERAL PLAN. 1 The foregoing resolution is hereby approved this day 2 , 1989. of 3 4 5 6 7 Approved as to form and legal content: 8 JAMES F. PENMAN, City Attorney 9 ~;i/b , 22 23 24 25 26 27 28 HE/dys June 15, 1989 w. R. Holcomb, Mayor City of San Bernardino 2 10 11 12 13 14 15 16 17 IIU o o 1 AGREEMENT 2 THIS AGREEMENT made this day of , 1989, for professional services is-a-contract between the City of San Bernardino, a municipal corporation of the state of California, hereinafter referred to as "City", and Jacobson & Wack, Inc., hereinafter referred to as "Consultant". 3 4 5 RECITALS 6 WHEREAS, the City desires to retain technical and A. 7 professional services for the preparation of a Development 8 9 Code including proposed Municipal Code amendments implementing the new General Plan; and B. WHEREAS, the Consultant represents it is qualified to provide such services for the preparation of such Development Code; and C. WHEREAS, the City has approved the selection of the Consultant to assume responsibility for performance of the work described herein in accord with the terms and conditions set forth herein; NOW THEREFORE, in consideration of the mutual covenants 18 contained herein, the City and the Consultant agree as follows: 19 1. SCOPE OF WORK 20 a. Consultant will prepare, perform and complete the 21 professional services as outlined in Exhibit "1", "SCOPE OF 22 WORK", to the reasonable satisfaction of the City. Exhibit "1" 23 is attached hereto and incorporated herein by reference as though 24 fully set forth at length. 25 b. City, with the express written consent of Consultant, 26 may modify the Scope of Work to be performed under this 27 Agreement; notwithstanding, however, City may, in its sole 28 HE/dys June 15, 1989 1 - o o 1 discretion, reduce the work to be performed under this Agreement 2 with a commensurate reduction in compensation to be paid. 3 2. TIME SCHEDULE 4 The SCOPE OF WORK will be completed by the Consultant and 5 submitted to the City according to the time schedule listed on 6 pages 8 and 9 in Exhibit "1". 7 3. COMPENSATION 8 a. Consultant will be compensated as set forth on pages 8 9 and 9 in Exhibi t "1", for a total amount not to exceed One 10 Hundred Thirty-Five Thousand One Hundred Twenty-Four Dollars 11 (5135,124.00) for all work to be performed under this Agreement. 12 4. PERSONNEL 13 b. The Consultant represents that it possesses the 14 professional and technical personnel required to perform the 15 services required by this Agreement. consultant will subcontract 16 for any additional personnel. All such subcontractors are listed 17 in Exhibit "2", attached and incorporated herein by reference as 18 though fully set forth at length. Consultant shall not make any 19 change in the subcontractors 1 isted in Exhibit 2 except upon 20 written approval by the Planning Director. Consultant makes the 21 same representations with respect to the qualifications and 22 performance of the subcontractors as it makes with respect to 23 Consultant. 24 5. TIME OF PERFORMANCE 25 Time is of the essence for performance under this 26 Agreement. The tasks to be performed by Consultant pursuant to 27 this Agreement shall be completed within the time schedule listed 28 HE/dys June 15, 1989 2 U --L o 0 1 on pages 8 and 9 of Exhibit "1". Consul tant shall receive no 2 additional compensation if completion of its obligation under 3 this Agreement requires a time greater than that set forth in 4 Exhibit "1", unless such extension is caused by the City. 5 6. TERMINATION 6 The City or Consultant may terminate this Agreement for any 7 reason at any time by mailing by certified mail 30 days prior 8 written notice of termination to the other party. In this event, 9 the Consultant shall be paid the reasonable value of services 10 rendered to the date of termination. In the event of any such 11 termination, Consultant shall provide to City, without charge, 12 all documents, notes, maps, reports and data accumulated to the 13 date of such termination. Consultant further covenants to give 14 its good-faith cooperation in the transfer of the work to the 15 City or to any other consultant designated by City following such 16 termination, and to attend and participate in any meetings at no 17 cost to City as shall be deemed necessary by the Planning 18 Director to effectively accomplish such transfer. 19 7. WARRANTY 20 Consultant expressly warrants that its work will be 21 performed with care, skill, reasonable expedience, and 22 faithfulness and that work performed shall be fit and proper for 23 its intended use. 24 8. INDEMNIFICATION 25 Consultant agrees to indemnify, defend, and hold harmless 26 City, its agents, officers and employees from and against any and 27 all liability, expense and claims for damages of any nature 28 HE/dys June 15, 1989 3 }II o o 1 whatsoever, including, but not limited to, bodily injury, death, 2 personal injury, or property damages arising from or connected 3 with Consultant's operations, or its performance under this 4 Agreement. 5 9. INSURANCE 6 Without limiting Consultant's indemnification of City as 7 stated in Paragraph 9, above, Consultant shall provide and 8 maintain at its own expense during the term of this Agreement the 9 following policy or policies of insurance covering its 10 performance under this Agreement: 11 a. General Liability and Errors and Omission: Such 12 insurance shall include, but not be limited to, comprehensive 13 general liability and errors and omissions coverages with a 14 combined single limit of not less than Five Hundred Thousand 15 Dollars ($500,000) per occurrence. Such insurance shall name the 16 City of San Bernardino as an additional insured. 17 b. Workers' Compensation: Consultant shall cover its 18 employees with Workers' Compensation insurance in an amount and 19 form to meet all applicable requirements of the Labor Code of the 20 State of California. 21 10. PROHIBITION AGAINST TRANSFERS 22 23 a. Consultant shall not assign, sublease, or transfer this I I Agreement or any interest therein directly or indirectly, by! 24 operation of law or otherwise without the prior written consent 25 of the City. Any attempt to do so without said consent shall be 26 null and void, and any assignee, sublessee, or transferee shall 27 acquire no right or interest by reason of such attempted i , 28 HE/dys June 15, 1989 4 JL o o 1 assignment, lease or transfer. 2 b. The sale, assignment, transfer or other disposition of 3 any of the issued and outstanding capital stock of Consultant, or 4 of the interest of any general partner or joint venturer or 5 syndicate member or co-tenant of Consultant which is an action 6 resulting in changing the control of Consultant, shall be 7 construed as an assignment of this Agreement. Control means 8 fifty (Sot) percent or more of the voting power of the 9 corporation. 10 11. ANTI-DISCRIMINATION 11 Consul tant certifies and agrees that all persons employed 12 by Consultant, its affiliates, subsidiaries or holding companies 13 are and will be treated equally by Consultant without regard to 14 or because of race, religion, ancestry, national origin, or sex 15 and in compliance with State and Federal Anti-Discrimination 16 laws. Consultant further certifies and agrees that it will deal 17 with its Subcontractors, Bidders and Vendors without regard to or 18 because of race, religion, ancestry, national origin or sex. 19 12. RELATIONSHIP OF PARTIES 20 Consultant is acting as an independent contractor, and not 21 as an employee of the City. In the performance of personal 22 services pursuant to the provisions of this Agreement, Consultant 23 shall not be supervised, directed, or under the control or 24 authority of any City officer or employee, except and to the 25 extent as may be expressly or implicitly required by the terms 26 and provisions of this Agreement. Any direction or control so 27 required under this Agreement shall be limited to broad 28 ~/~s 5 June 15, 1989 -- _. 2~ '"" o o 1 objectives or goals of the project or program to be accomplished 2 and not t6 the details and procedures to accomplish such 3 objectives and goals. Consultant shall not be obligated to 4 conform to the supervision or direction of City officers or 5 employees which are not authorized herein. Changes or 6 modifications of said objectives and goals may be made by written 7 recommendations of either party subject to the concurrence of the 8 other party in writing. 9 13. CONFLICT OF INTEREST 10 a. The Consultant or its employees may be subject to the 11 provisions of the California Political Reform Act of 1974 (the 12 Act), which (1) requires such persons to disclose financial 13 interests that may foreseeab1y be materially affected by the work 14 performed under this Agreement, and (2) prohibits such persons 15 from making or participating in making decisions that will 16 foreseeably financially affect such interests. 17 b. Consultant shall conform to all requirements of the 18 Act. Failure to do so constitutes a material breach and is 19 grounds for termination of this agreement by the City. 20 c. Consultant agrees that neither it nor any of its 21 subcontractors listed in Exhibit "2" shall enter into any 22 contract for work to be performed within the City of San 23 Bernardino with private parties during the term of this agreement 24 or for one year following date of approval of the Development 25 Code by the Mayor and Common Council. 26 d. Consultant agrees that it and all of its subcontractors 27 listed in Exhibit "2" shall comply with all other applicable 28 HE/dys June 15, 1989 6 . L o o 1 conflict of interest laws, including local, state, federal, and 2 common law. 3 14. INSPECTION 4 The City, in reference to any request for payment submitted 5 by the Consultant for services under this Agreement, shall have 6 the right to examine and audit the records of the Consultant 7 pertaining to this Agreement, to verify such payment. 8 15. AUTHORITY 9 Each of the parties to this Agreement represents that the 10 person signing on behalf of such party has authority to do so. 11 16. CONSULTANT TO ABIDE BY LAWS 12 Consul tant is required to abide by all Federal, state and 13 Local law applicable to the SCOPE OF WORK. 14 17. NOTICES 15 Any notice required or desired to be given pursuant to this 16 Agreement shall be given in writing, and sent by certified mail, 17 return receipt requested, addressed as follows: 18 ~ Consultant 19 Director of Planning City of San Bernardino 300 North "0" street Third Floor San Bernardino, CA. 92418 (714) 384-5057 Paul Wack, AICP Principal Jacobson & Wack, Inc. P.O. Box 2448 Santa Barbara, CA. 93120 20 21 22 Any notice so given shall be considered served on the other 23 party three days after date of mailing. 24 The address for notice may be changed by giving notice 25 26 pursuant to this paragraph. I I I I 27 I I I I 28 HE/dys June 15, 1989 7 10 11 12 13 o o 1 18. ENTIRE AGREEMENT 2 This contract constitutes the entire Agreement between City 3 and Consultant and may be modified only by further written 4 agreement between the parties. 5 IN WITNBSS WHEREOF, the City Council of the City of San 6 Bernardino has caused this Agreement to be subscribed by the 7 Mayor, and the seal of said Council to be hereto affixed and 8 attested by the Clerk thereof, and Consultant has executed this 9 Agreement, the day, month and year first above written. ATTEST: CITY OF SAN BERNARDINO City Clerk W.R. HOLCOMB, Mayor 14 JACOBSON & WACK, INC. 15 Approved as to form and legal content: 16 17 18 19 20 21 22 23 24 25 James F. Penman, City Attorney B~e.. J - 26 27 28 HE/dys June 15, 1989 8 .,.. .~: : o l,iO. . . :..,". . ',j. -' . -.... SCOPE OF WORK rPHASE I. INITtA TION OF DEVELOPMENT CODE PREPARA TIONI Review and assess existing Development Regulations and Land Use Policy Documents (especially the new General Plan). TASK 1.1: Confirmation Of Work Program The Jacobson & Wack/Urban Design Studio consultant team will meet with City rep- resentatives to refine the proposed scope of won< and clarify/modify any desired adjust- ments to fit City requirements. DiscuSSion items will include: . Define expectations of new Development Code. . Review major issues identified by consultant and City staff. including: . Parking . Signage . Building Height Regulations . Hillside Management . Design Guidelines . Mixed Use in Downtown (Mainstreet) . Coordination with present and future land use documents . Historic Preservation . Establish priorities lor land issues to be addressed in Development Code. . Outline coordination with other City Departments (Technical Advisory Committee. "TAC'). . Define the roles of the General Plan Task Force. Advisory Committee. Planning Commission. and the Mayor and City Council. . Outline public participation program. . Outline the cooldination of General Plan and Development Code tasks. . Identify mapping relationship between General Plan and Development Code. . Refine program schedule and milestones (flow chart) separately tracking the Development Code and design guidelines. (To be provided In Timeline Version 3. project Management Software.) . Determine schedule and format of "Saturday WorkShop' (Task 1.4). . Define phasing of Development Code "segments' program schedule (Task 2.4). . Confirm procedures for reporting general progress and work task completion. Feedback loops of review and approval of staff will be required on a bi-weekly basis. PRODUCT: Refined Work Program _ ___.__.......uu. o o TASK 1.2: Identification Of Relevant elt Land Use Re ulatlons nand USS 0 cy acumen s The consultant team will obtain and review all relevant regulations and documents, in- cluding but not limited to: . General Plan . Redevelopment Plans . Approved SpecifiC Plan(S) . Approved Area Plan(s) . Current Zoning Ordinance . Current Subdivision Regulations . Unpublished Resolutions or Ordinances . Capital Improvement Program .. Development Review . Environmental Review Guidelines . Planning Commission By-Laws . Pending Amendments . Development Fee Schedule . Main Street Design Guidelines . Design Guidelines. Central City South Area . Other design guidelineS/landscape requirements . Foothill Communities 'Protective Greenbelt" Program TASK 1.3: Annotated Zoning Ordinance In addition to receiving from City staff all relevant planning documents, studies, applica- tion forms. etc, one master copy (supplied by staff) of a "marked-up" (with annota- tions/comments of ordinance problem areas), zoning ordinance will be collected from members of City staff who work with the existing ordinance on a daily basis. The con- sultant team will also request that staff recommend especially difficult provisions to be considered for new technical drawings or illustrations. The consultant team will review all pertinent data and submit a draft agenda to the City staff for the "Saturday Workshop", SAN BERNARDINO DEVEtOPMFf'.IT rnnF o o TASK 1.4: Staff/Consultant Field Trit!. . - . The consultant team will conduct a field trip with City staff individuals to relate problems of the current Code to actual field examples. TASK 1.5: Saturday Workshop.. The first Saturday workshop will involve meeting with staff and the Advisory Committee. The consultant team will introduce issues with the Code raised by staff through their "marked-up" annotated copy of the existing Zoning Code. Resolution on major issues will be sought. PRODUCT: Slide Presentation (Le. San Bernardino field examples) The consultant team will conduct an analysis of the "fit" between new City land use policies and existing land use regulations. This analysis will reveal any gaps or incon- sistencies which could create confusion or contradictions. Such problems will be iden- tified and options for resolving them will be listed as appropriate. This task will also identify any significant new land use trends not covered by new General Plan policies. In such cases, the Development Code will need to respond ac- cordingly. PRODUCT: Status Report to City Staff SAN W-RNAROINO OEV!:-! CP^"1FNT,~O(J1 o o IPHASE II. PREPARE AND PRESENT DEVELOPMENT CODE! TASK 2.1: Preparation Of Draft Code Outline And Format Prepare Draft of Development Code Format and Outline. . Define and prepare draft of Development Code Format and Outline. . Prepare general description of all zones. regulations. and procedures. . Prepare a complete table of contents addressing all attributes to be within the Development Code (e.g. zoning districts. sign standards. sutx1lvlSion standards. administrative provisions and processes). PRODUCT: Draft Development Code Format and Outline TASK 2.2: TAC/Staff Review & Confirmation Of Final Development Code outline And Format The Task 2.1 product will be reviewed by the TAC and staff and one "red ink" final modification returned to the consultant team prior to beginning Development Code preparation. A separate report prepared by staff shall articulate specific modifications desired through their review. TASK 2.3: Design Guidelines Task 2.38. Illustrated Development Standards The consultant team will utilize graphic illustrations and a matrix to depict development standards and other regulatory site development devices. Existing site development standards will be revised as appropriate. New standards will be developed which imple- ment General Plan policies. These sketches will assist the lay reader as well as reduce the amount of misinterpretation by development applicants. Experience has shown that the following development standards are greatly assisted by graphic representation. . FAR'S . Parking standards (stall size. aisle width. etc.) . Sign standardSlterms (siZe. height. type. etc.) . Landscape standards . Lot coverage and setbacks . Buildable envelope (height/setbacks) , .' ,:",. U cllNO "Elf' I '..,n~ 'II r ,-'n,'; ,- '1 j' ,.q ~ LJ ,.I, r... f " ~ . I t , o o Task 2.3b. Illustrated Design Guidelines The consultant team will add a component to the Development Code entitled Design Guidelines. These guidelines will be clearly illustrated with numerous do's and don'ts. The guidelines will address numerous policies of the General Plan. The guidelines will be developed for the following four development types. Multi Family Development Commercial Development (downtown and boulevard) Industrial Development Mobile Home Development Each development type will be addressed in terms of: A. Site Planning B. Architecture C. Circulation Task 2.3c. Illustrated Glossary of Terms The consultant team will solicit from City staff the "ten most wanted" (final number to be determined during Phase 1) list of misinterpreted definitions currently in the Zoning Code. The consultant team will develop a single sketch for each term identified by staff, to provide a clearer understanding. All graphics included in Task 2.3 will be "scanned" or reprOducible through Xerox Ven- tura Publishing Version 1.1. SAN BERNARDINO DEVELOPMENT rOOf o o TASK 2.4: p~ "Preliminary Administrative Draft" Of lJevelopmenrcotle The Code will be prepared in three (3) seaments. pursuant to Task 1.1. The suggested order of preparation will be based upon the consultant team's experience that the most appropriate way to proceed is from the least controversial and complex ordinance sec- tions to the most complicated and difficult to handle. This sequence has the ad- vantages of allowing more time for all involved to work with the more difficult sections and at the same time. build the confidence and familiarity of bOth the public and City offi- cials participating in this effort. The administrative draft sections will be distributed to designated City staff and maintained in three-ring binders for ease of reference and fu- ture revision. The first segment would include the revised zoning districts to assure general plan consistency. TASK 2.5: Review Meeting~ During Task 2.4, the consultant team and City staff will hold three (3) meetings to review and discuss scheduled segments of the preliminary draft ordinance text. graphics. and maps. Following completion of the meetings. the consultant team will conduct at least one work session with City staff as defined in Task 1.1 , to consolidate comments, recommendations, etc. into a consensus for directing the preparation of the complete preliminary draft Development Code. It is at this stage when the City staff and consult- ant team will evaluate the need to utilize a portion of the Contingency Fund to expand any provisions of the Development Code (Le. signs. hillside, historic preservation). PRODUCT: See Task 2.4 TASK 2.6: Com lete And Present Prelimina Draft eve opment 0 e The consultant team will complete a draft Development Code product for review and recommendations by the Planning Commission. The draft Code will be published for distribution prior to workshops conducted by the Planning Commission. The consultant team will receive comments and be responsible for prepanng a quarter page public notification in the SUN. The City will be held responsible for publication costs and coor- dination. PRODUCT: Draft Development Code Two Planning Commission workshops (one workshop could be a joint session with City Council) BERNARDINO DEVEU7PMENT cc;nc:: . o 0 TASK 2.7 Environmental Review under CI administration TASK 2.8: Collect Comments Following the final workshop with the Planning Commission, the consultant team will col- lect fiDil written comments on the preliminary draft code from all review participants. TASK 2.9: Revise Preliminary Draft Of Development Code Prepare and present second draft of Development Code and report to Planning Com- mission. ' Compile comments received at meetings. Prepare executive summary reporting purpose and objectives of Development Code. PRODUCT: Second Draft of Development Code with Executive Summary and Planning Commission Report (Two Planning Commission Hearings) TASK 2.10: Final Draft Development Code (Project Description) The consultant team will prepare and present the third and final draft of the Develop- ment Code. The team will incorporate written comments received from staff. PRODUCT: Final Draft Development Code Attendance at two City Council Hearings TASK 2.11: First And Final Readln Of Develo ment Code op Ion r mance The City Attorney shall prepare and publish Development Code adopting ordinance lan- guage. The City shall be responsible for hearing notices regarding this task. The con- sultant team will attend reading of Development Code adoption ordinance at one City Council Hearing. TASK 2.12: publication Of Final Development Code The consultant team shall prepare a reduced "camera ready" original for codification purposes as well as a "camera ready" 8-1/2 x 11". PRODUCT: Development Code Notebook Camera Ready Development Code (computer disk & hard copy) (WordPerfect 5.0 system) BERNARDINO DEVELOPMENT COOF o o PROFESSIONAL FEE & SCHEDULE The consultant team has structured a comprehensive Development Code Work Program. Please note that the fixed fee includes all labor, meetings. and costs related to postage, telephone, etc. All billing shall be done on a monthly basis. Invoices shall delineate percent complete of each task as well as charges for reimbursable expenses. Jacobson & Wack for purposes of billing. shall be the lead firm. Invoices are due and payable upon receipt. In order for us to commence on the Scope of Work. we will require a 5% retainer to be paid after July 1, 1989. The last 10% ($16,300.00) will be held until the Final Draft Development Code is accepted by the City. DUE DATE AMOUNT (Week of) PHASE I Task 1.1 Confirmation of Work Program $ 1 ,200 Task 1.2 Collect and Review City Regulations and Documents $ 1 ,500 Task 1.3 Annotated Zoning Ordinance (City staff) Task 1.4 Staff/Consultant Field Trip $ 1 ,160 $ 1 ,420 Task 1.5 Saturday Workshop Task 1.6 Status Report on Consistency and Approach for Code $ 1.040 PHASE \I Task 2.1 Prepare Draft Code Outline and Format $ 2,000 Task 2.2 TAC/Staff Review and Confirmation of Final Development Code Outline and Format $ 1,040 $ 8,000 $ 18.000 Task 2.3a Development Standards Task 2.3b Design Guidelines 6/23/89 6/23/89 6/23/89 7/7/89 7/8/89 7/21/89 8/4/89 8/18/89 10/27/89 10/27/89 . o o Task 2.3C Glossary of Terms Task 2.4 Prepare Administrative Draft (3 segments) 1 ) Zoning District 2) Standards 3) Administrative Task 2.5 Staff/Consultant Meetings Task 2.6 Preliminary First Draft Code and Public WorkshopS (Commission) Task 2.7 Environmental Review Task 2.8 Collect Comments Task 2.9 Second Draft Code and Hearings (Commission) Task 2.10 Final Draft Code and Hearings (Council) Task 2.11 First and Final Reading (Council) Task 2.12 Publish Final Code TOTAL LABOR Contingency Fund DUE DATE AMOUNT tWeek of) $ 5.500 10/27/89 $ 26,650 9/22/89 10/27/89 12/1/89 $ 4,640 Oct - Dec $ 13,000 1/19/90 $ 2.500 2/2/90,2/16/90 $ 0 1/19/90 - 6/15/9 2/16/90 3/16/90 3/30,4/13/90 5/4, 5/18/90 6/22/90 7/6/90 $ 7.500 $ 2.500 $ 4.000 $ 1 ,420 $ 1 200 $104,270 $ 20,854 Reimbursables (telephone. word processing, mileage. postage) $ 10,000 TOTAL CONTRACT AMOUNT $135,124 JOINT VENTURE BUDGET BREAKDOWN Jacobson & Wack Urban Design Studio Contingency (20%) $54,340 $49,930 $20,854 --- ---_.~...