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HomeMy WebLinkAboutFisher & Hall Urban Design 2006-08-16CITY OF UKIAH AGREEMENT FOR PROFESSIONAL SERVICES PREPARATION OF DOWNTOWN/PERKINS STREET COMMUNITY VISION PROGRAM AND FORM BASED (SMARTCODE) ZONING REGULATIONS This agreement shall be considered a contract, and is entered into this ((P day of A��)xu by and between the CITY OF UKIAH, a general law municipal corporation, hereinafter referred to as "CITY" and Fisher & Hall Urban Design, a partnership, hereinafter referred to as the "CONSULTANT." PREMISES The purpose of this agreement is the preparation and completion by CONSULTANT of a Community Visioning Program and Form Based (SmartCode) Zoning Regulations for the Ukiah Downtown and Perkins Street Corridor. The scope of work is more particularly described in the Exhibit "A", attached to this agreement. CITY may retain independent contractor to perform special services for CITY or any department thereof. CONSULTANT is willing and able to perform duties and render services in preparation and completion of such a Community Visioning and Form Based (SmartCode) Zoning Regulations project. This work has been determined by the City Council to be necessary for the welfare of residents of the CITY. CITY believes the provision of these services to the residents is in their best interests, and CONSULTANT agrees to perform such duties and render such services as outlined below: AGREEMENT CITY and CONSULTANT agree as follows: ARTICLE 1 SERVICES OF CONSULTANT 1.01 CONSULTANT shall provide those technical, expert, and professional services as described in Exhibit "A," which consists of the scope of work, dated March 30, 2006 and supplemented on June 30, 2006, which is attached hereto as Exhibit "A" and incorporated herein. CONSULTANT shall provide such services within the time limits described below. 1.02 The absence, omission, or failure to include in this agreement items which are considered to be a part of normal procedure for a study of this type or which involve professional judgement, shall not be used as a basis for submission of inadequate work or incomplete performance. 1.03 CITY relies upon the professional ability and stated experience of CONSULTANT as a material inducement to entering into this agreement. CONSULTANT understands the use to which the CITY will put their work product and hereby warrants that any and all information contained in the final Form Based (SmartCode) Zoning Regulations shall be made and prepared in accordance with generally accepted professional practices. 1.04 CONSULTANT shall bearthe expense of all printing and reproduction costs until the final document is formally accepted by the CITY, at which time CONSULTANT shall turn over to CITY all documents, including a complete electronic version. 1.05 CONSULTANT shall complete all phases of the project according to the Project Timeline detailed on page 21 of the March 30, 2006 Proposal (attached Exhibit A). CONSULTANT shall deliver three (3) copies of the Administrative Draft SmartCode Approximately one (1) month after the completion of the community design charrette. 1.06 CONSULTANT shall be responsible for attendance at public meetings and hearings as determined and required by CITY, pursuant to the Time and Materials cost stipulated in Exhibit "A." CONSULTANT shall revise the SmartCode document at the direction of the CITY pursuant to the Time and Materials cost stipulated in Exhibit «A „ 1.07 CONSULTANT shall provide a SmartCode training session pursuant to the scope and budget detailed in the June 30, 2006 correspondence from the CONSULTANT included with Exhibit A if the CITY decides to pursue this optional task. 1.08 CONSULTANT shall perform any additional services as may be required due to significant changes in general scope of the project. Such additional services shall be paid for by supplemental agreement and shall conform to the rates of payment specified in Article V below. ARTICLE II SERVICES OF CITY 2.01 CITY shall provide any information as to its requirements for performance of the agreement not already contained in Exhibit "A." 2.02 Upon request, CITY shall provide CONSULTANT any information in its possession or reasonably available to it that CONSULTANT may need to perform services under this agreement. PA ARTICLE III TERM OF AGREEMENT 3.01 The term of this agreement shall commence on the effective date and shall terminate when the CITY has formally accepted the final version of the Downtown/Perkins Street Form Based (SmartCode) Zoning Regulations. This agreement may be extended on its same terms and conditions upon written agreement between the CITY and CONSULTANT. 3.02 The execution of this agreement by the CITY shall constitute the CONSULTANT'S authority to proceed immediately with the performance of the work described by Exhibit "A." 3.03 All work by CONSULTANT shall be completed pursuant to Exhibit "A" and paragraph 1.05 above in a reasonable timeframe according to the established deadlines. CONSULTANT shall not be held responsible for delays caused by circumstances beyond its control. 3.04 CONSULTANT acknowledges that timely performance of services is an important element of this agreement and shall perform services in a timely manner as provided in paragraph 1.05 above and consistent with sound professional practices. 3.05 If CITY requests significant modifications or changes in the scope of this project the time of performance shall be adjusted appropriately. The number of days of said extension shall be the final decision of CITY. ARTICLE IV COST OF SERVICES 4.01 CONSULTANT has been selected by the CITY to provide services described in Exhibit 'A" attached hereto and incorporated herein by reference, for which compensation shall not exceed one Hundred Thousand Dollars ($100,000.00). The optional tasks described in Exhibit "A", including attendance at public hearings and SmartCode revisions may be authorized by the Director of Planning and Community Development at the Time and Materials cost indicated in Exhibit "A." CONSULTANT shall provide a SmartCode training session at a not -to -exceed cost of Ten Thousand Two Hundred Dollars ($10,200.00) if the CITY decides to pursue this optional task. 4.02 Cost overruns or failure to perform within the maximum compensation ceiling established in 4.01 above shall not relieve CONSULTANT of responsibility to provide those services specified in Exhibit "A", for a total compensation including reimbursable expenses not to exceed $100,000.00. The costs for attending Planning Commission and City Council public hearings and making revisions to the SmartCode as directed by the Commission and Council shall be billed on a Time and Material basis. If the CITY pursues the optional task of a SmartCode training session, the cost shall not exceed $10,200.00. 3 ARTICLE V PAYMENT FOR SERVICES 5.01 CITY shall pay CONSULTANT for work required for satisfactory completion of this agreement in amount to be determined in accordance with the method described in paragraph 5.02 below. 5.02 Payment scheduling: Total payment not to exceed One Hundred Thousand Dollars ($100,000.00), except for the extra cost associated with attendance at public hearings and revisions to the draft SmartCode, and the Ten Thousand Two Hundred Dollars ($10,200.00) cost for a SmartCode training session if the CITY decides to pursue this optional task. Fees for professional services for the extra services as outlined herein shall be paid on a time and materials basis. A detailed description and explanation of services and associated fees shall be listed on each invoice submitted by CONSULTANT. 5.03 CITY shall pay CONSULTANT a retainer fee equal to 20% of the not to exceed amount One Hundred Thousand Dollars ($100,000), which amounts to Twenty Thousand Dollars ($20,000), upon execution of this agreement. 5.04 Payments to CONSULTANT shall be based on an itemized invoice submitted by CONSULTANT not more frequently than monthly. The invoices shall detail the time expended by each employee of the CONSULTANT (date, hours worked, tasks performed), as well as all reimbursable expenses (airfare, hotels, reproduction, mileage, etc.) and shall not exceed $100,000.00, except as provided for in Section 5.02 above. 5.05 Payments will be made by CITY within thirty (30) days of receipt of invoice from CONSULTANT. 5.06 If CITY substantially alters the scope of work to include additional analyses or services, the total payment and cost of services may be changed by amending the agreement. ARTICLE VI PROJECT INSPECTION AND ACCOUNTING RECORDS 6.01 Duly authorized representatives of the CITY shall have right of access to and inspection of the CONSULTANT'S files and records relating to the project included in the agreement and may review the work at appropriate stages during performance of the work. 6.02 CONSULTANT must maintain accounting records and other evidence pertaining to costs incurred, which records and documents shall be kept available at the CONSULTANT'S California office during the contract period and thereafter for three (3) years from the date of final payment. 4 ARTICLE VII DISPOSITION OF FINAL REPORTS 7.01 All documents and associated materials and backup data as required by this agreement shall be and shall remain the sole property of CITY. 7.02 CONSULTANT'S attention is directed to the required notice under Government Code Section 7550, which states in part that "any documents or written reports prepared as a requirement of this contract shall contain, in a separate section preceding the main body of the document, the number and dollar amounts of all contracts and subcontracts relating to the preparation of those documents or reports if the total cost for work by non -employees of the public agency exceeds $5,000.00." ARTICLE VIII TERMINATION OF AGREEMENT 8.01 At any time CITY may suspend indefinitely or abandon the project, or any part thereof, and may require CONSULTANT to suspend the performance of the service. In the event the CITY abandons or suspends the project, CONSULTANT shall receive compensation for services rendered to date of abandonment and suspension in accordance with the provisions of Sections 5.01, 5.02, and 5.03 herein. 8.02 It is understood and agreed that should CITY determine that any part of the work involved in the program is to be suspended indefinitely, abandoned, or canceled, said agreement shall be amended accordingly. Such abandonment or cancellation of a portion of the program shall in no way void or invalidate this agreement as it applies to any remaining portion of the project. 8.03 If, in the opinion of the CITY, the CONSULTANT fails to perform or provide prompt, efficient, and thorough service, or if CONSULTANT fails to complete the work within the time limits provided, CITY shall have the right to give notice in writing to CONSULTANT of its intention to terminate this agreement. The notice shall be delivered to CONSULTANT at least seven (7) days prior to the date of termination specified in the notice. Upon such termination, CITY shall have the right to take CONSULTANT'S studies and reports insofar as they are complete and acceptable to CITY, and pay CONSULTANT for the performance rendered, in accordance with Sections 5.01, 5.02, and 5.03 herein, prior to the delivery of the notice of intent to terminate, less the amount of damages, general or consequential, which CITY may sustain as a result of CONSULTANT'S failure to satisfactorily perform his obligations under this agreement. 6i ARTICLE IX RESPONSIBILITY FOR CLAIMS AND LIABILITIES 9.01 HOLD HARMLESS: The CONSULTANT shall indemnify and hold harmless the CITY, its agents, officers, and employees against and from any and all claims, lawsuits, actions, liability, damages, losses, expenses, and costs (including but not limited to attorney's fees), brought for, or on account of, injuries to or death of any person or persons including employees of the CONSULTANT, or injuries to or destruction of property, arising out of, or resulting from, the performance of the work described herein, provided that any such claim, lawsuit, action, liability, damage, loss, expense, or cost is caused in whole or in part by any negligent or intentional wrongful act or omission of the CONSULTANT, any subcontractor, anyone directly or indirectly employed by any of them, or any for whose acts any of them may be liable. CONSULTANT shall have no duty to indemnify or defend CITY under this paragraph if the damage or injury is caused by the active and sole negligence or willfully wrongful actor omission of CITY or its officers or employees. CITY agrees to timely notify CONSULTANT of any such claim and to cooperate with CONSULTANT to allow CONSULTANT to defend such a claim. The duties and obligations of this Section 9.01 relate only to "general liability" and not to "professional liability" claims and liabilities. ARTICLE X INSURANCE 10.01 CONSULTANT, at its expense, shall secure and maintain at all times during the entire period of performance of this agreement, insurance as set forth in Exhibit "B", attached hereto, and incorporated herein by reference. ARTICLE XI GENERAL COMPLIANCE WITH LAWS 11.01 It is understood and agreed that the CONSULTANT will complywith all federal, state and local laws and ordinances as may be applicable to the performance of work under this agreement. 11.02 The CONSULTANT shall obtain a City of Ukiah Business License prior to commencing work. ARTICLE XIII NONDISCRIMINATION 12.01 CONSULTANT certifies that it is in compliance with the Equal Employment Opportunity Requirement of Executive Order 11246, as amended by Executive Order 11375, Title VII of the Civil Rights Act of 1964, the California Fair Employment Practices Act, and any other Federal or State laws pertaining to equal employment opportunity and that it will not discriminate against any employee or applicant for employment on the basis of race, color, religion, handicap, age sex, national origin, C: or ancestry, in matters pertaining to recruitment, hiring, training, upgrading, transfer, compensation, or termination. 12.02 In the event of the CONSULTANT'S noncompliance with the nondiscrimination provisions of this agreement, the CITY shall impose such contact sanctions as it may determine to be appropriate including, but not limited to: a. Withholding of payments to the CONSULTANT under the agreement until the CONSULTANT complies, and/or b. Cancellation, termination, or suspension of the Agreement in whole or in part. ARTICLE XIV INDEPENDENT CONSULTANT 13.01 The CONSULTANT, in accordance with its status as an independent contractor, covenants and agrees that it will conduct itself consistent with such status, that it will neither hold itself out as nor claim to be an officer or employee of the CITY by reason hereof, and that it will not by reason hereof, make any claim, demand, or application to or for any right or privilege applicable to an officer or employee of the CITY including, but not limited to, worker's compensation coverage, unemployment benefits, and retirement membership or credit. ARTICLE XV SUCCESSOR AND ASSIGNMENTS 14.01 The CITY and the CONSULTANT each binds itself, its partners, successors, and executors, administrators, and assigns to the other party to this agreement, and to the partners, successors, executors, administrators, and assigns to such party in respect to all covenants of this agreement. 14.02 Except as stated above, neither the CITY nor the CONSULTANT shall assign, sublet, or transfer his interest in this agreement without the written consent of the other, however, the CONSULTANT reserves the right to assign the proceeds due under this agreement to any bank or person. 14.03 In the case of death of one or more members of the firm of the CONSULTANT, the surviving member or members shall complete the professional services covered by this agreement. ARTICLE XVI EXTENT OF AGREEMENT 15.01 This agreement shall consist of this agreement, the Scope of Work, dated March 30, 2006 and supplemental correspondence dated June 30, 2006, identified as Exhibit "A", as attached hereto and incorporated herein, and the insurance requirements set forth in the attached Exhibit "B." 7 15.02 This agreement constitutes the whole agreement between the CITY and CONSULTANT and any other representations or agreements are superseded by the terms of this agreement. ARTICLE XVII PARAGRAPH HEADINGS 16.01 The paragraph headings contained herein are for convenience and reference only and are not intended to define or limit the scope of this contract. ARTICLE XVIII NOTICE 17.01 Whenever a notice to a party is required by this agreement, it shall be deemed given when deposited with proper address and postage in the U.S. mail or when personally delivered as follows: CITY: Charley Stump, Director Planning and Community Development 300 Seminary Avenue Ukiah, CA 95482 CONSULTANT/ CONTRACTOR: Lois Fisher Laura Hall Fisher & Hall Urban Design 618 Fourth Street, Suite 203 Santa Rosa, CA 95404 ARTICLE XIX DUPLICATE ORIGINALS 18.01 This agreement may be executed in one or more duplicate originals bearing the original signature of both parties and when so executed and such duplicate original shall be admissible as proof of the existence and terms of the agreement between the parties. E: ARTICLE XX FORUM SELECTION 19.01 CONSULTANT and CITY stipulate and agree that any litigation relating to the enforcement or interpretation of -the agreement, arising out of CONSULTANT performance or relating in any way to the work shall be brought in Mendocino County and that venue will lie in Mendocino County. CONSULTANT hereby waives any right it might otherwise have to seek a change of venue based on its status as an out of County Corporation, or on any other basis. IN WITNESS WHEREOF, the parties hereto have caused their duly authorized officers to execute this agreement in duplicate the day and year first above written. CITY OF UKIAH Candace Horsley, City Mana er CONSULTANT/CONTRACTOR APPROVED AS TO FORM: Date °i1-- 01aOS3 IRS IDN Number Date tit I OL, Date CITY OF UKIAH PROPOSAL FOR: DOWNTOWN AND PERKINS STREET CORRIDOR COMMUNITY VISIONING PROGRAM AND SMARTCODE March 30, 2006 niter � I �7•Q=� ��,.�, FImm- 0 HALL U Q 5 A N DE SI G N Trndiiionn/ Tovn N/nnnmg Wo .ls/rops harm Rased Coder 618 Faurlh Sirccl, Suliu 203 707. S44. 1910 Santa Rosa. CA 95404 FAX 707 544 1944 INTRODUCTORY STATEMENT AND PROJECT DESCRIPTION: Fisher & Hall Urban Design is a leader in the field of form -based coding, authoring the first SmartCode in the nation — the Central Petaluma SmartCode. Since adoption by the City of Petaluma in 2003, Central Petaluma has seen the development of a new $100 million Theater District. This District has blossomed in an old industrial area that had seen almost no redevelopment in the previous two decades. 4 The SmartCode is an excellent option for cities that are interested in an alternative to the conventional use -based zoning that has been the standard across the country for the last 50 years. SmartCodes create walkable neighborhoods and downtowns while building real estate value and market confidence. This creates new opportunities for developer while communities retail their unique sense of place. Fisher & Hall Urban Design is one of the few New Urbanist firms that has a portfolio of built work resulting from a form -based code, a rare achievement at this time. Our design process begins with an intense community vision event called a "charrette." This intense community process takes place over one week instead of over many months or even years. The intensity of • the process requires a strong commitment by the community, but only for a very short period of time. Short feedback loops allow for a consensus design to proceed very rapidly. The resulting designs, illustrations and form -based zoning all address the social needs of people while also • honoring a community's valued buildings and natural amenities. • • This community process will allow Ukiah citizens to inform the design of their downtown while also gaining a sense of ownership in it. This ownership is critical in moving projects forward once the SmartCode is in place. Within the approximate 75 -acre study area, the City intends to adopt a new form -based code that will allow new development to be walkable and compatible with the existing beloved downtown fabric. The unique features of Downtown Ukiah will be preserved and highlighted with the new urban design that will be created just for Ukiah. The SmartCode is an ideal tool for this type of coding. As differentiated from a conventional zoning code, the SmartCode will have the pattern of new streets laid out, the locations of terminated vistas and new civic amenities, primary and secondary streets, building heights and frontage types, in addition to land use tables. These elements will create certainty for the basis of the form of the town, while allowing flexibility in terms of architectural style on the facades of the new buildings. The SmartCode will be packed with illustrations showing the desired urban design tool or technique, assuring that future development fulfills the community vision. I 1 The Downtown Ukiah SmartCode will also create certainty for the developer by streamlining the development review process. Fisher & Hall Urban Design Page 2 of 21 March 30, 2006 W A so ASSUMPTIONS: This proposal assumes that: at 1. The team SmartCode attorney will work with and under the City of Ukiah's attorney. 10 2. The Planning Director will be a vital team member, working with the team to create a me Downtown Ukiah SmartCode that will meet any special requirements that the City Planning Department may have. COMMUNITY VISIONING PROCESS: so The community visioning process will occur in charrette over a compact period of time. The public is invited to an opening presentation that includes a special community visioning survey. ♦ They will be able to select their preferences on the ultimate form, design and scale of Downtown Ukiah and the Perkins Street Corridor in this survey. Community members and volunteers will also be welcome to drop by during the first three days of the charrette, whenever it is convenient for them to give their input on the designs and on open-ended public questions posted on the walls. The final two days are devoted to design and production. I* THE SMARTCODE'S FRAMEWORK AND PERFORMANCE BASED DEVELOPMENT go STANDARDS: it The SmartCode is a unified land development ordinance for planning and design. It supports community vision, local character, conservation of open lands, transit options, and walkable and f mixed-use neighborhoods. The SmartCode is considered a form -based code because it strongly addresses the form of development. Conventional zoning codes focus on use, density and parking, and have caused systemic problems over the past sixty years by separating uses and therefore separating people and activities. The SmartCode goes beyond this by recognizing the fact that while those are all important issues, the form of what gets built is equally or more important. The form -based SmartCode is based upon the urban -rural transect. The transect is an organizing principle that can be used to identify a continuum of intensity for urbanization that ranges from the most natural and rural conditions to the most urban. It employs a framework of six zones of varying character. The six zones are: T1 -Natural, T2 -Rural, T3 -Sub -Urban, T4 -General Urban, T5 -Urban Center, and T6 -Urban Core. The Downtown Ukiah SmartCode would probably include T3, T4 and T5. It is important to note that the SmartCode is not a building code. Building codes address life/safety issues such as fire and storm protection, and are covered by the UBC, IBC, IRC, or ICC documents. Fisher & Hall Urban Design Page 3 of 21 March 30, 2006 ADAPTABILITY OF THE SMARTCODE: The SmartCode enables community vision and specific outcomes and is highly adaptable across the entire scale of planning from the region to the building. The SmartCode template addresses development patterns at the scales of planning: - Sector (Regional) Scale - Community (Neighborhood) Scale - Block and Building Scale The Ukiah Downtown and Perkins Street Corridor Study area will be a Community Scale SmartCode. This Community Scale SmartCode will easily `nest' inside a SmartCode Sector Plan that may eventually be done by the City or the County. Other Community Scale SmartCodes like this project can also be adopted that using the same "DNA" of the Downtown SmartCode, eliminating the tedious Planned Development process that may have previously been the only option for creating development patterns that are mixed-use and walkable. The SmartCode also integrates the design process across professional disciplines, including traffic engineering, architecture, town planning, ecology, landscape architecture, and public works. The Transect is a powerful organizing principle because its standards can be coordinated across many other disciplines and documents, including ITE (transportation) and LEED (environmental performance). The SmartCode is also a very efficient planning tool. It folds zoning, subdivision regulations, and urban design standards into one compact document. Therefore it may replace a number of other documents. Its text is only 28 pages, plus Tables and illustrations. The SmartCode can be supplemented by customized architectural design standards or an architectural pattern book if the community desires more detailed regulation. SCOPE OF WORK: The City of Ukiah Downtown and Perkins Street Corridor is comprised of approximately 75 acres and involves 170 parcels of land. The proposed scope of work for this area is as follows: PHASE 1: PRE -MEETINGS • Kick-off meeting with planning staff to fine-tune the scope of work and understand any special planning interests that would need to be incorporated into the SmartCode. • Preparation of a hand drawn Site Analysis Map (Opportunities and Constraints Map) to identify any features of the downtown area that should be preserved, rehabilitated or re -used. Perform a Synoptic Survey as part of the Site Analysis that documents the metrics of Downtown Ukiah's most valued places. These include building heights, setbacks, lot coverage, frontage types, etc. Fisher & Hall Urban Design Page 4 of 21 March 30, 2006 • Familiarize the team with existing planning documents for the Downtown that are currently in place. • Stakeholder meetings with groups as recommended by staff. These typically include emergency personnel (fire and police), elected and appointed officials, Chamber of Commerce, Downtown Association, Main Street members, property owners, citizen groups, environmentalists, bicycle advocates, etc. • Preparations for the charrette, including assisting staff and community volunteers with publicity and outreach, advising staff of meeting room requirements, determining the best dates for the charrette to be held, scheduling stakeholder meetings during the charrette and notifying community mernbers prior to the charrette of the meeting times. Charrette Community volunteers are welcomed and encouraged to provide assistance with these tasks and others such as printing and posting signs, posting notes on billboards and email lists, etc. Charrette information to be widely publicized in the local press. • Planning staff identifies examples of current or recent projects that would be helpful in `testing' the final SmartCode. • A Community Vision survey (maximum of eight 24" x 36" boards) is prepared. The exact images and content are based upon input from the stakeholder meetings and results of the Synoptic Survey. These boards will include preferences for desired form, scale and design of the built environment for downtown Ukiah. This exercise is a key part of the public input process during the charrette. Community members not only identify their own preferences but they instantly see the preferences of the community as a whole. As always, this exercise will be done in a way to educate the public about the urban design principles that create walkable environments, such as a sense of containment, public realm, civic spaces, frontage types, and terminated vistas. PHASE 2: CHARRETTE • A 5 -day charrette will be held in Downtown Ukiah, kicked off by an opening presentation and a Community Vision Survey on the first evening. The charrette studio will be open to the public, with most input focused on the first three days. • The design team includes top experts in the field of urban design and SmartCodes, including a SmartCode attorney, an architect, urban designer and an illustrator. A draft SmartCode (text), Regulating Plan (hand -drawn), Illustrations (4-5 total), Special Requirements Map and Thoroughfare Map will be created during the charrette. • Stakeholder meetings will be held the first 3 days of the charrette during which time the charrette team is listening and designing. Community members will be able to provide input on question sheets on the walls if they cannot make a meeting time. Fisher & Hall Urban Design Page 5 of 21 March 30, 2006 • Design will take place continually throughout the charrette. An informal pinup on Day 3 allows the community to review the draft designs before the designs are finalized. • A Closing Presentation is scheduled on the final evening. PHASE 3: FINAL DRAFT SMARTCODE SUBMITTAL • The Final Draft SmartCode text will be finalized and a preface section added featuring visually inspiring illustrations prepared during the charrette. • Two current projects in the pipeline will be tested to see how they would be designed with the new SmartCode. • This work will be completed within 30 days of the charrette. OPTIONAL TASKS: • Post-charrette work: Fisher & Hall Urban Design will be available on a Time and Materials as needed for the public hearing process and any needed document revisions. See "Fee Schedule" for hourly costs. • Transportation Planning: If desired, a transportation planner can be included in the charrette team. The planner would work with fire and police to make sure that the width of new streets is friendly to pedestrians as well as vehicles, including emergency vehicles. • SmartCode Training Session: A daylong workshop can be held to assist planning staff, Planning Commission and Design Review in implementing the SmartCode. • Customized Architectural Standards: The SmartCode contains a set of basic architectural standards. If there is interest in a certain architectural style or a higher level of architectural design, customized architectural standards can be created. This work can be done in conjunction with the charrette or after the charrette. • Parking Analysis: A progressive parking analysis can be performed that looks at inventive ways to ensure adequate and pedestrian -friendly parking, without being over -parked. Ideal locations of parking garages can also be identified. • Code "clean-up" after one year of use. This follow-up work will allow any needed changes to be made. Fisher & Hall Urban Design Page 6 of 21 March 30, 2006 -rl P Downtown Ukiah Charrette Schedule Downtown Ukiah & Perkins Street CorridorTuesday SmartCode Charrette DESIGN TEAM: Laura Hall, Fisher & Hall -Project Director Lois Fisher, Fisher & Hall -Project Designer- Debra Hempel-Charrette Planner Eric Brown, Brown Design Studio Architect MONTH 8:00 AM DAY ZERO Team Travels tc Ukiah Wednesday DAY ONE Breakfast 'Thursday DAY TWO Breakfast Friday DAY THREE Breakfast Saturday DAY FOUR Breakfast qday DAY FIVE Breakfast 9:00 AM TEAM SESSION Project Overviem Tour Downtown Ukiah & Perkins Street carridoi with City staffciwdcultural city Staff City Staff city Stag DESIGN & PRODUCTION MEETING #3 Merchants/prop, owners/ DESIGN DESIGN & PRODUCTION - ,10,00 AM 11:00 AM DeDe Christopher •Illustrator. Willia William Wright -9nartCode Attorney 12_00, PM Lunch In lunch In Lunch In Lunch In Lunch In Optional: Dewayne Carver, HPE Transportation Planner 1:00 PM MEETING #1 Elected OfftcialslBoards/ Commissions/Committees MEETING #4 Builders/Architects/ Developers DESIGN DESIGN & PRODUCTION DESIGN & PRODUCTION 2:00 PM DESIGN 7:00 PM MEETING #2 City StafflInfrastructure/ ,.... 4,00,PM,,,W ,,, Police/Fire/Transportaton Studio Set•uf DESIGN 5:00 PM MEETING #5 Rn -up &Review Dinner In 6:00 PM Dinner Out Dinner In Dinner In CLOSING PRESENTATION LODGING: To be arranged 7:00.PM ....._... ............_......._.... OPENING PRESENTATION Dinner In Dimer In Dinner Oul Community Vision 3irvey I W, PM DESIGN & DESIGN & DESIGN & 9:00 PM PRODUCTION PRODUCTION PRODUCTION 10:00 PM STUDIO: Downtown location - to be arranged SAMPLES OF WORK: Included in the submittal are exa Design — Central Petaluma Smar SmartCode. These and other proje CLIENT AND PROJECT LIST: PROJECT ] Central Petaluma SmartCode: 1 Development of a graphic, form - based code for 400 acres in Central 1 Petaluma, including a comprehensive I community participatory process l ( I Pass Christian, Mississippi I SmartCode: F Preparation of a city-wide SmartCode for Pass Christian, a Gulf Coast city I nearly destroyed by Hurricane E Katrina in 2005. E Sebastopol Northeast Area L SmartCode: 1 Preparation of an Infill SmartCode for F 40 acres in northeast Sebastopol (: adjacent to the downtown L S T Gulfport, Mississippi SmartCode R 1 4 S (` B C C U Sonoma Mountain Village SmartCode: C Adaptive re -use of business park in 6, Rohnert Park to create mixed-use, R emerging technology community B D R Fisher & Hall Urban Design Sutter Creek Visioning Workshop: City of Sutter Creek Complete Facilitation of community visioning 18 Main Street workshop using SmartCode principles Sutter Creek, CA 95685 Rob Duke, City Manager (209) 267-5647 Bruce Barracco, Planning Director (09)304-0028 Loraine Davis, Chair Visions Committee (209) 304-5125 Pescadero Town Planning: The Pescadero Foundation Phase 1 complete Site Analysis, newsletter and PO Box 906 community workshop to determine Pescadero, CA 94060 preferences for new development and Project Task Force: next steps. Lynne Bowman (650) 879-1672 Catherine Peery (650) 879-1846 Celia Gagnon 650) 747-9334 Windsor Mill Neighborhood: Work Force Housing Associates Concept design completed Medium -density neighborhood in 625 — 2nd Street, Suite 102 downtown Windsor Petaluma, CA 94952 Doug Elliott, Principal Andrew Silverman, Project Manager Carl Euphrat, Project Engineer (707) 283-0700 Transit -Oriented Development Alameda County Successful workshop was held on Workshop: Congestion Management Agency 1333 Broadway, Suite 220 Oakland, CA 94612 Jean Hart, Deputy Dir., Planning Diane Stark, Senior Planner (510) 836-2560 Tess Lengyel Alameda Co. Transportation Improvement Authority (510) 893-3347 March 28, 2005 San Quentin Prison — Reuse Design: County of Marin Approved and included in Marin Vision workshops and redesign for the Community Development Agency County General Plan adaptive reuse of the San Quentin 3501 Civic Center Drive prison site in Marin County. San Rafael, CA 94903 Alex Hinds, Planning Director (415) 499-6282 Dan Dawson, Senior Planner Michele Rodriguez, Planner 415)507-2801 Marin Countywide Plan Update: County of Marin Adopted Key Trends, Issues and Strategies Community Development Agency Report Built Environment (Jan. 2003) 3501 Civic Center Drive San Rafael, CA 94903 Alex Hinds, Planning Director (415) 499-6282 Dan Dawson, Senior Planner Michele Rodriguez, Planner 415)507-2801 Fisher & Hs LIST AND RESUMES OF PERSONNEL ASSIGNED TO WORK ON PROJECT: Project Director: Laura Hall Fisher & Hall Urban Design 6184 1h Street, Suite 203 Santa Rosa, CA 95404 (707)544-1910 Project Designer: Lois Fisher Fisher & Hall Urban Design 6184 1h Street, Suite 203 Santa Rosa, CA 95404 (707)544-1910 Architect: Eric Brown Illustrator: DeDe Christopher Brown Design Studio Christopher Illustration 19A Market Street No. 2 405 S. Ruth Street Habersham Village Maryville, TN 37803 Beaufort, SC 29906 (865) 977-0598 (843) 986-9610 SmartCode Attorney: Bill Wright Optional Transportation Planner: Balch & Bingham, LLP DeWayne Carver 1901 6`h Ave. North, Suite 2600 Hall Planning & Engineering Birmingham, AL 35203-4644 1237 N. Adams St. (205) 226-3462 Tallahassee, FL 32303 850 222-2277 Fisher & Hall Urban Design Page 10 of 21 March 30, 2006 FI6HEQ 0 HALL U R 5 A N D E 6 1 G N 7�76 un Planning. Workshops - Form -Based Codes 618 Fourth Street. Suite 203 707.544.1910 Santa Rosa, CA 95404 FAX 707.544.1944 LAURA HALL EDUCATION: M.A. Landscape Architecture, University of California, Berkeley, 1992 B.A. Landscape Architecture, Magna Cum Laude, University of California, Berkeley, 1990 PROFESSIONAL EXPERIENCE: 1997 to present PRINCIPAL, Fisher & Hall Urban Design Community workshops and project management for infill and greenfield form - based zoning codes for cities and regions. Projects include the Rebuilding Plan for Pass Christian, a Mississippi Gulf Coast town decimated by Hurricane Katrina; the groundbreaking Central Petaluma SmartCode for 400 -acres surrounding the Petaluma River in the center of Petaluma; the San Antonio "City South" SmartCode for an 80 -square -mile annexation area; SmartCode training seminar for the City of Sutter Creek; Pescadero Town Plan and SmartCode community workshop; and the San Quentin Reuse Vision Plan. 2004 to present CO-AUTHOR, SmartCode Manual 1998 to 2003 INSTRUCTOR, University of California, Berkeley Extension "Social Factors in Community Design" 1994 to 1997 ASSISTANT PLANNER & URBAN DESIGNER, Carlile Macy Responsible for assistant planning and design of public and residential projects with an emphasis on the social aspects of design. Projects included Site Analysis for Vineyard Commons Senior Community in Fountaingrove and Concept Design for Taylor Mountain Village, a traditional mixed-use neighborhood in SE Santa Rosa. 1992 to 1994 ASSISTANT DESIGNER, ZAC Landscape Architects Responsible for landscape design with an emphasis on the public realm. COMMUNITY Leadership Santa Rosa graduate, Class XI ACTIVITIES: Frequent contributor to The Press Democrat on local urban design issues COMMISSIONS: Town of Windsor Planning Commission, 1995-1998 Town of Windsor General Plan Advisory Committee, 1994-1995 PROFESSIONAL Congress for the New Urbanism AFFILLIATIONS: Fisher & Hall Urban Design Page 11 of 21 March 30, 2006 FIRM 0 KALI, UQ1)An De051Gn Traditional Town Planning • Workshops • Form -Based Codes 618 Fourth Street, Suite 203 702544.1910 Santa Rosa, CA 95404 FAX 707.544.1944 LOIS FISHER EDUCATION: B.S. Landscape Architecture, Cum Laude, California Polytechnic State University, San Luis Obispo - 1983 B.A. French, Cum Laude, Santa Clara University - 1979 Techniques of Traditional Town Planning, Seminar by Andres Duany, July 1994, Harvard Graduate School of Design Sonoma County Environmental Forum Graduate, 1995 REGISTRATION: Landscape Architect in the State of California RLA 2578 Landscape Architect in the State of Mississippi RLA 475 PROFESSIONAL EXPERIENCE: 1997 to Present PRINCIPAL, Fisher & Hall Urban Design Project designer with an emphasis on form -based coding to create walkable towns and neighborhoods as an alternative to sprawl. A strong focus on site analysis and consensus building is used as a firm foundation for all design work. Projects include a SmartCode for Pass Christian, Mississippi, Agilent Campus Reuse Master Plan & SmartCode in Rohnert Park; Windsor Mill neighborhood in downtown Windsor, Pescadero Town Plan, Central Petaluma SmartCode; Sebastopol SmartCode, San Quentin Vision Plan, the Cotati Downtown Plan; and Basin Street Landing, a historic infill project in Petaluma. 2002 to 2004 INSTRUCTOR, University of California, Berkeley Extension Design Studio 1996 to 1997 URBAN DESIGNER & LANDSCAPE ARCHITECT, Carlile Macy Experience in urban design and landscape architecture for a wide range of projects including new towns, traditional neighborhoods, and city parks, with a special interest in creating and restoring traditional downtown areas and neighborhoods. Projects included a master plan for Prince Memorial Greenway through downtown Santa Rosa. 1987 to 1995 URBAN DESIGNER & LANDSCAPE ARCHITECT, Carlile/Associates Team member for the restoration plan for the 9 -mile long Santa Rosa Creek. Landscape architect and project manager for the 200 -acre Skyhawk Planned Community including Skyhawk Park and Creek. Design team member for Taylor Mountain Village, a mixed -used neighborhood proposed for Santa Rosa. 1985 to 1987 LANDSCAPE ARCHITECT, POD, Inc. (now Sasaki Associates, Inc.) 1983 to 1985 LANDSCAPE ARCHITECT, Peridian Group COMMISSIONS: Town of Windsor Planning Commission 1998-2005, Chair from 2001-2002 PROFESSIONAL Congress for the New Urbanism AFFILIATIONS, Leadership Santa Rosa Graduate, Class XI Fisher & Hall Urban Design Page 12 of 21 March 30, 2006 Debra Hempel Proiect Coordinator I® Duties & Responsibilities Project Coordination ,81 Community Planning ib Education B.A. — Geography ip University of South Florida, 1980 Professional Associations American Planning Association Honors & Awards Outstanding Team Award, Hillsborough County Planning Commission, Northwest is Hillsborough Community Plan (4/00) It Project Team Award, Council for itSustainable Florida, Northwest Hillsborough Community Plan (5/00) • r r r r r r r r r r r r �r �r r r V 'r 11 Fisher & Hall Urban Design 1 Ms. Hempel's diverse professional experience includes six years as a cartographer, eight years as marketing manager and permit coordinator for an environmental, planning, and engineering firm, and two years as a land planner. For the past six and one half years, she has worked for Duany Plater- Zyberk (DPZ), one of the preeminent town planning firms in America. With DPZ, Debra served as the project coordinator on more than 85 large and small scale community - planning projects throughout the US and internationally. Her work included project/charrette coordination, logistics, scheduling, document research, data/code collection and review, land use mapping, marketing, and public relations. Representative Experience Project Coordination Onondaga County Master Plan Onondaga County, New York Master Plan for 800 square mile county which proposed 6 typical designs that could be implemented by the various communities within the County. Typical designs included Town Center, Infill, Greenfield, Main Street, Neighborhood Retrofit and a Town Plan. New Orleans Naval Training Center New Orleans, Louisiana A project that combines the retrofitting of more than 200 existing housing units and the additions of at least 350 new units. The Plan includes a mixture of apartments, townhouses and single- family houses, parks and charter school Page 13 of 21 Downtown Sarasota Master Plan Sarasota, Florida Preparation of Master Plan for the downtown and three adjacent walk - to -town neighborhoods. Harborside at Lake Carolina Columbia, South Carolina Master Plan for the town center, commercial/ office complex and an adjacent neighborhood for the Lake Carolina Development. Harborside, the new town center, will feature retail shops, restaurants, a pub and a bed and breakfast inn. Town of Cornelius TOD Cornelius, North Carolina This project was initiated to design a Transportation Oriented Development in preparation of commuter rail service from North Mecklenberg County to Charlotte. The project features apartments, neighborhood shops, restaurants, an elementary school and a community center around a square near the proposed transit stop. Townhouses, live -work units and single-family houses line the streets between two greenway park systems woven through the site. Brytan Gainesville, Florida 150 acre TND on Archer Road. This project will feature a commercial/retail component at Archer Road with townhomes, apartments and single-family homes designed around a central park. Estancia Yerba Buena Nogales, Arizona March 30, 2006 1 •� I s u J i o ARCNITECTURE - URbAN DESIGN Brown Design Studio was formed with the intent of assisting with the implementation of quality New Urbanist projects. Based out of Historic Beaufort, South Carolina, we bring a strong understanding of historic urbanism. Our experiences have given us the understanding to apply those historic lessons to modern traditional developments. Our firm specializes in urban planning, commercial, multi -family and civic architectural design. We also have significant experience with architectural review, coding and developing architectural imagery. Our clients include private developers, builders and public entities located from the Gulf Coast to the mid-Atlantic region. A short list of notable projects would include work in: Habersham, Newpoint and East Beach. A strong commitment to New Urbanism and a traditional design is the corner stone of our firm. Our years of experience in assisting to build these projects gives us the insight to continue to provide quality design work. The tools we use to implement these designs are attention to our clients and a fresh approach to each new project. 19A Market #2 Beaufort, South Carolina 29906 843.986.9610 fax: 843.379.9610 Fisher & Hall Urban Design Page 14 of 21 March 30, 2006 DEDE CHRISTOPHER 405 S. Ruth St. / Maryville, TN 37803 / (865) 977-0598 AFdchristopher@nxs.net PROFILE 0 Dede Christopher received a Bachelors degree of Architecture from Clemson University in 1984 and a go Masters of Architecture degree from the University of Tennessee in 1996 where she focused on architecture and urban design. She has worked as a designer, intern architect, and architectural illustrator of in several talented firms throughout the years and in 1989 established her firm, Christopher Illustration. to Her company serves numerous clients throughout the United States and continues to strive for excellence of in all areas of design, presentation, architectural illustration, and the design charrette process. if PROFESSIONAL EXPERIENCE ARCHITECTURE go Andrews Fine Homes; Intern Architect, Maryville, TN: 1996-2003 Brewer Ingram Fuller Architects; Intern Architect, Knoxville, TN: 1994-1995 Travis Whitfield Hancock Architects, Inc.; Intern Architect, Chattanooga, TN: 1992-1994 Benjamin Hirsch and Assoc.; Intern Architect, Atlanta, GA: 1984-1985 ILLUSTRATION Christopher Illustration; Maryville, TN: 1989 -present Dan Harmon and Assoc.; Intern Illustrator, Atlanta, GA: 1985-1989 MAJOR URBAN DESIGN CHARRETTES Meadows of Buena Vista, CO, 2006 Pass Christian, MS, 2006 Tollgate Village, Franklin TN, 2005 Miller's Farm, Montgomery, AL, 2005 City of Leander, TX, 2005 Maryville/Blount Co Growth Strategies Plan, 2003-20005 The Waters, Montgomery, AL 2004-2005 Vicksburg Downtown Master Plan, MS 2002-03 Market Square Master Plan, Knoxville, TN 2001-2002 Hill St., Seattle, WA, 2001 Michigan at Trumball, Detroit MI, 2000 Cherokee NC Master Plan, 2000 PUBLIC SERVICE Board of Zoning Appeals, Maryville, TN: 2005-2006 Architectural Design Review Board, Maryville, TN: 1999-2005 Nine Counties One vision, Knoxville, TN: 1999-2004 Community Design Center, Knoxville, TN: 1997 -present Fisher & Hall Urban Design Page 15 of 21 March 30, 2006 William S. Wright PT Office Address: r 1901 Sixth Avenue North Suite 2600 Birmingham, Alabama 35203-4644 Phone: (205) 226-3462 Fax: (205) 488-5841 Email: wwright@balch.com L� Doaontoad !(Cardti1e WILLIAM S. WRIGHT is a Partner in the Real Estate and Commercial Transactions Practice Group of the firm's Financial Services and Transactions Section, working with clients on commercial, real estate, financing, contractual and organizational matters and transactions. His work includes financing, leasing, development, construction and other transactions involving shopping, multi — and single family residential, office, retail, mixed-use and governmental agency -supported housing developments, mortgage warehousing, REIT's, equipment (including aircraft, vessels and rolling stock), receivables, securities and other properties and assets. Mr. Wright's work also includes consultation on municipal land use regulation matters. He is active in the promotion of the SmartCode, a model land use development and zoning ordinance that enables and encourages Smart Growth and New Urbanist development. Mr. Wright is co-author with internationally known architect and town planner, Andres Duany, of the SmartCode Manual, a guide to the adoption, customization and implementation of the SmartCode. Both electronic and hard versions are available at www.placemakers.com. Mr. Wright is a speaker for the SmartCode Workshop, which is presented semi-annually at locations throughout the country, and recently spoke on legal issues involved in Smart Growth development at the Land Development Conference, a national gathering of real estate developers. Admitted: • Alabama, 1981 Education: • J.D., Cumberland School of Law, 1981; magna cum laude Articles Editor, Cumberland Law Review, Member, Curia Honoris • B.S., University of Alabama in Birmingham, 1976 Fisher & Hall Urban Design Page 16 of 21 March 30, 2006 HPE Hall Planning & Engineering, Inc. —' DeWayne Carver, AICP TRANSPORTATION PLANNER Professional Education Areas of Expertise Qualifications Master of Regional Planning, 1993 Transit Planning University of N. Carolina at Chapel Hill Transportation Planning Transit Oriented Design BA, Urban Studies, 1991 Transportation Demand Management University of Tennessee Pedestrian and bicycle planning Employment Record Professional Activities Hall Planning & Engineering American Institute of Certified Planners TalTran, City of Tallahassee American Planning Association Florida State University College of Business Congress for the New Urbanism Exec. Dir., Commuter Services of N. Florida Asst. Dir., The Marketing Institute Professional Synopsis Mr. Carver has extensive experience in transportation demand management programs and planning, including transit, bicycling, and pedestrian planning. As a Transportation Planner with HPE, Mr. Carver provides general planning assistance in all aspects of development planning, as well as transportation planning functions. While at TalTran, the City of Tallahassee's transit system, Mr. Carver served as the Senior Planner and later as the Transit Planning Administrator. In these positions, he was responsible for collecting and reporting transit data for the National Transit Database, project management for Federal Transit Administration projects, and budget preparation and management for TalTran. Mr. Carver also provided the primary connection between TalTran's fixed route service and the various citizen and community groups that ride or are interested in public transit. His responsibilities induded public speaking appearances and representing the City at transit -related community meetings and workshops. He was also the primary contact between TalTran and other planning agencies on various transportation and land use planning issues. From 1993 to 2002, Mr. Carver served as the Executive Director for Commuter Services of North Florida (CSNF), a regional commuter assistance program operated by the Marketing Institute at the Florida State University College of Business. CSNF was responsible for implementing transportation demand management programs in a ten -county area of north Florida. As the Executive Director, Mr. Carver was responsible for preparing and implementing the annual Florida Department of Transportation work program for CSNF, supervising a staff of four employees, and making presentations to employers, government department heads, and citizens groups to promote CSNF programs. Mr. Carver also represented CSNF on the Technical Coordinating Committee of the Tal lahassee•Leon County MPO, where he was recognized as an expert on and advocate for alternative transportation, including walking and bicycling. During the same time period, Mr. Carver served as the Assistant Director of the Marketing Institute, a department of the FSU College of Business. The Marketing Institute specializes in applying market and business concepts to transportation programs. Mr. Carver served as a Principal Investigator or Researcher on projects such as finding better ways to deliver transit passenger information, marketing transit oriented design projects, and improving transit involvement in development review. 1237 N. Adams St., Tallahassee, FL 32303 • (850) 222-2277 • www.hpe-inc.com Fisher & Hall Urban Design Page 17 of 21 March 30, 2006 PROJECT BUDGET: (Please note that a 20% retainer is needed to begin work, due to the upfront expenses incurred in the charrette process.) Phase 1: Pre -Meetings Sign contract Kick-off meeting Site visit, site analysis a. Obtain base maps, zoning info, etc. Stakeholder meetings (4 in one day) a. City staff, including police and fire b. Elected and appointed officials c. Chamber of Commerce, Downtown Assoc. Main Street Program, merchants downtown property owners d. Citizen groupstenvironmentalists e. Travel time Charrette preparation a. Assist staff with publicity/outreach b. Location (advise staff of room requirements) c. Determine dates d. Schedule charrette meetings e. Prepare Community Vision Survey f. Prepare Opening Presentation g. Project coordination Subtotal hours (per consultant) Subtotal costs (per consultant) Subtotal Phase 1 costs $ 27,450 Phase 2: Charrette 5 -day charrette (includes travel) a. Stakeholder meetings b. Visual preference survey (form,scale,design) c. Regulating Plan d. Illustrations e. SmartCode text (includes basic architectural standards) f. Special Requirements Plan g. Thoroughfare Map Subtotal hours (per consultant) Subtotal costs (per consultant) Subtotal Phase 2 costs F & H I F & H I Charrette Attomey I Drafting I Architect Illustrator Director I Designer J Planner I 3 days $150/hr $150/hr $30/hour $280/hr $100/hr $150/hr $120/hour $45,700 142 31 50 21,300 4,650 1,500 55 55 55 0 30 55 58 55 8,250 8,250 0 8,400 5,500 8,700 6,600 Fisher & Hall Urban Design Page 18 of 21 March 30, 2006 PROJECT BUDGET (con'd.): Phase 3: SmartCode Submittal a. Finalize Smartcode & Preface, and test two current projects (due 30 days after charrette) b. Project coordination Subtotal costs (per consultant) Subtotal Phase 3 costs Total Cost (all phases) Reimbursible expenses (airfare, hotels, reproduction, mileage, etc.) Final Cost (not to exceed) OPTIONAL TASKS $ 10,500 $ 83,650 $ 16,350 $ 100,000 1. SmartCode Hearings (Time and Materials basis) a. Respond to staff questions b. Attend public hearings F 8 H F &H Charrette Attomey Drafter Architect Illustrator Director Designer Planner 3 days $1501hr $150/hr $301hour $2801hr $100Ihr $150/hr $1201hour 3,000 7,500 0 0 0 0 0 2. SmartCode document revisions, if needed (Time and Materials basis) a. Revise Regulating Plan b. Revise SmartCode text c. Revise Special Requirements Plan d. Revise Thoroughfare Map/Cross Sections 3. Transportation Planning for the Study Area: $10,000-$15,000 4. SmartCode Training Sessions: 55,000410,000 a. Daylong workshop to assist staff and Design Review/Planning Commission in SmartCode implementation 5. Customized Architectural Standards: $15,000-50,000 (depending on level of specificity required) 6. Parking Analysis: $20,000425,000 (depending on scope) a. Craft progressive parking standards, locate parking garages, etc. 7. Code "clean-up" after one year of implementation: $10,000-$25,000 (depending on scope) a. After one year of implentation, fine tune the SmartCode to continue to meet Ukiah's needs. Fisher & Hall Urban Design Page 19 of 21 March 30, 2006 SUPPLEMENTAL CORRESPONDENCE June 30, 2006 The following is the scope and budget for the SmartCode training session: 1. Kick-off meeting with Planning Director at F&H office to review/refine scope (4 hrs) 2. Prepare educational documents, exercises and slide show for daylong workshop. (34 hrs) 3. Work with staff to create application forms for property owners/developers within SmartCode zoning district (4 hrs, after that T & M) 4. Workshop training day, including travel (18 hrs) 5. Prepare and review evaluations of workshop (4 hrs) 6. Prepare letter with summary of training session, evaluations and recommendations (2 hrs.) Total: $9,900 Reimbursables (travel, supplies, etc.): $300 (est.) Let me know if you have any questions. Have a great weekend! Best, Laura Laura Hall, CNU FISHER & HALL URBAN DESIGN 618 - 4th Street, Suite 203 Santa Rosa, CA 95404 (707) 544-1910 Fisher & Hall Urbar No CJ TT . PROJECT TIMELINE: Phase 1: Pre -Meetings & Site Analysis Phase 2: Design Charrette Phase 3: SmartCode Submittal Staff Review Optional work: Public hearings & SmartCode modifications This timeline begins at the point that the contract is signed and the retainer is received. THANK YOU. Fisher & Hall Urban Design Page 21 of 21 March 30, 2006 EXHIBIT B INSURANCE REQUIREMENTS CONSULTANT shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the CONSULTANT, his agents, representatives, employees or subcontractors. A. MINIMUM SCOPE OF INSURANCE Coverage shall be at least as broad as: 1. Insurance Services Office form number GL 0002 (Ed. 1/73) covering Comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability; or Insurance Services Office Commercial General Liability coverage ('occurrence" form CG 0001). 2. Insurance Services Office form number CA 0001 (Ed. 1/78) covering Automobile Liability, code 1 "any auto" and endorsement CA 0025. 3. Worker's Compensation insurance as required by the Labor Code of the State of California and Employers Liability insurance, if CONSULTANT has employees who will directly or indirectly provide service or support CONSULTANT in his provision of services under the Agreement. B. MINIMUM LIMITS OF INSURANCE CONSULTANT shall maintain limits no less than: General Liability: $1,0000,000 combined single limit per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 2. Automobile Liability: $1,000,000 combined single limit per accident for bodily injury and property damage. 3. Worker's Compensation and Employers Liability: Workers compensation limits as required by the Labor Code of the State of California and Employers Liability limits of $1,000,000 per accident. C. DEDUCTIBLES AND SELF-INSURED RETENTIONS Any deductibles or self-insured retentions must be declared to and approved by the City of Ukiah. At the option of the City of Ukiah, either the insured shall reduce or eliminate such deductibles or self-insured retentions as respects the City of Ukiah, its officer, officials, employees and volunteers; or the CONSULTANT shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. D. OTHER INSURANCE PROVISIONS The policies are to contain, or be endorsed to contain, the following provisions: 1. General Liability and Automobile Liability Coverages a. The City of Ukiah, its officers, officials, employees and volunteers are to be covered as insured's as respects; liability arising out of activities performed by or on behalf of the CONSULTANT, products and completed operations of the CONSULTANT, premises owned, occupied or used by the CONSULTANT, or automobiles owned, leased, hired or borrowed by the CONSULTANT. The coverage shall contain no special limitations on the scope of protection afforded to the City, its officers, officials, employees or volunteers. b. The CONSULTANT'S insurance coverage shall be primary insurance as respects the City of Ukiah, its officers, officials, employees and volunteers. Any insurance or self- insurance maintained by the City of Ukiah, its officers, officials, employees or volunteers shall be excess of the CONSULTANT'S insurance and shall not contribute with it. C. Any failure to comply with reporting provision so the policies shall not affect coverage provided to the City of Ukiah, its officers, officials, employees or volunteers. d. The CONSULTANT'S insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 2. Worker Compensation and Employers Liability Coverage The insurer shall agree to waive all rights of subrogation against the City of Ukiah, its officers, officials, employees and volunteers for losses arising from work performed by the CONSULTANT for the City of Ukiah. 3. All coverages Each Insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either parry, reduced in coverage or in limits except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the City of Ukiah. 2 E. ACCEPTABILITY OF INSURERS Insurance is to be placed with insurers with a Best's rating of no less than A:VII. F. VERIFICATION OF COVERAGE CONSULTANT shall furnish the City of Ukiah with certificates of insurance and with original endorsements effecting coverage required by this clause. The certificates and endorsements for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf. The certificates and endorsements are to be on forms provided by the City of Ukiah. Where by statute, the City of Ukiah's Worker's Compensation related forms cannot be used, equivalent forms approved by the Insurance Commissioner are to be substituted. All certificates and endorsements are to be received and approved by the City of Ukiah before work commences. The City of Ukiah reserves the right to require complete, certified copies of all required insurance policies, at any time. G. SUBCONTRACTS CONSULTANT shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein. 3