HomeMy WebLinkAbout4.05 E&PS WDubOpenSpace CITY CLERK
FILE # 600-30
AGENDA STATEMENT
CITY COUNCIL MEETING DATE: November 16, 1999
SUBJECT:
Award of Contract for the Western Dublin Open Space Preservation
Study
Report Pretgared by: Carol R. Cirelli, Senior Planne~
ATTACHMENTS:
-
RECOMMENDATION:
Resolution AWarding the COnsultant Contract
Contract for Consulting Sen, ices
Consultant Proposal
Adopt Resolution awarding contract to
Economic & Planning Systems, Inc.
Authorize the City Manager to Execute the Contract
FINANCIAL STATEMENT:
The City will cover the contract costs for the project, which will not
exceed $13,942.00. The original budget mount for the project was
$10,000. However, there will be remaining funds from the Fy 1999:
2000 consultant account that will cover the additional $3,942.
Should future major changes to the consultant maximum mount
occur, a budget transfer will be processed.
DESCRIPTION: On October 5, 1999, the City Council reviewed the draft Request for
Proposal (RFP) for the Western Dublin Open Space Preservation Study. The RFP was sent to five
consulting firms and staff interviewed three of the five firms. Staff recommends that the City enter into a
contract with Economic & Planning Systems, Inc. for purposes of assisting staff with the Westem Dublin
Open Space Preservation Study. Economic & Planning Systems, Inc. have demonstrated their experience
and abilities in the field of open space planning, preservation and acquisition. As reflected in their Work
Pro~am, the firm has a clear understanding of the project scope and its relevancy to the Urban Limit Line
Initiative. Economic & Planning Systems,' Inc. are able to prepare a report that will recommend the most
viable and feasible open space preservation techniques and strategies for the Western Dublin area, in a
timely and cost effective manner. The consultant report is scheduled for completion in March of 2000.
CONCLUSION: Staff recommends that the City Council: 1) award the contract for
consultant services to Economic & Planning Systems, Inc.; and 2) authorize the City Manager to execute
the contract.
COPIES TO:
g:Xinitiaflve\Open Space Study\CC Staff Report for Consultant Selection
In-House Distribution
ITEM NO.
RESOLUTION NO. - 99
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
AWARDING A CONSULTING CONTRACT TO ECONOMIC & PLANNING SYSTEMS, INC.
WHEREAS, In February of 1999, the Dublin City Council initiated a General Plan Amendment
Study for the Western Extended Planning Area; and
WHEREAS, the purpose of the Study is to determine appropriate land uses and general plan
designations for the properties within the Western Extended Planning Area, west of the existing city
boundary to Eden Canyon Road; and
WHEREAS, as part of the General Plan Amendment Study, the City Council directed Planning
staff to conduct an open space preservation study for the Western Extended Planning Area and to
determine the most feasible open space acquisition and preservation progarn that could be accomplished
for the area; and
WHEREAS, the consulting firm of Economic & Planning Systems, Inc. is able to prepare the
necessary information for advising staff of the various options for preserving open space in Western
Dublin, in a timely and cost effective manner.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin hereby
awards the consulting contract to Economic & Planning Systems, Inc., with costs not to exceed $13,942.
PASSED, APPROVED AND ADOPTED this 162 day of November, 1999.
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
Mayor
City Clerk
g: linitiativebpen space studyIce reso awarding consultnat contract
STANDARD CONTRACTUAL SERVICES AGREEMENT ~'~ ~" ''//
THIS AGREEMENT is made at Dublin, California, as of, 1999 by and between the CITY OF
DUBLIN, a municipal corporation ("CITY"), and Economic & Planning Systems, Inc., ("CONTRACTOR"),
who agree as follows:
1. SERVICES. Subject to the terms and conditions set forth in this Agreement, CONTRACTOR
shall provide to CITY the services described in Exhibit A. CONTRACTOR shall provide said services at the
time, place and in the manner specified in Exhibit A.
2. PAYMENT. CITY shall pay CONTRACTOR for services rendered pursuant to this Agreement
at the time and in the manner set forth in Exhibit B. The payments specified in Exhibit B shall be the only
payments to be made to CONTRACTOR for services rendered pursuant to this Agreement. CONTRACTOR
shall submit all billings for said services to CITY in the manner specified in Exhibit B; or, if no manner be
specified in Exhibit B, then according to the usual and customary procedures and practices which
CONTRACTOR uses for billing clients similar to CITY.
3. FACILITIES AND EOUIPMENT. Except as set forth in Exhibit C, CONTRACTOR shall, at its
sole cost and expense, furnish all facilities and equipment which may be required for furnishing services
pursuant to this Agreement CITY shall furnish to CONTRACTOR only the facilities and equipment listed in
Exhibit C according to the terms and conditions set forth in Exhibit C.
4. GENERAL PROVISIONS. The general provisions set forth in Exhibit D are part of this
Agreement. In the event of any inconsistency between said general provisions and any other terms or
conditions of this Agreement, the other term or condition shall control insofar as it is inconsistent with the
general provisions.
5. EXHIBITS. All exhibits referred to herein are attached hereto and are by this reference
incorporated herein.
6. CONTRACT ADMINISTRATION. This Agreement shall be administered by Richard C.
Ambrose ("ADMINISTRATOR"). All correspondence shall be directed to or through the ADMINISTRATOR
or his or her designee.
7. NOTICES. Any written notice to CONTRACTOR shall be sent to:
Any written notice to CITY shall be sent to:
City ofDubtin Attn: Richard Ambrose
P. O. Box 2340
Dublin. CA 94568
Executed as of the day first above stated:
Attest:
City Clerk
CITY OF DUBLIN
a municipal corporation
Approved as to form:
City Attorney
By
By
"CONTRACTOR"
EXHIBIT A
SCOPE OF SERVICES
TASK 1: PROJECT INITL~TION AND FIELD VISIT
EPS s~f ~ill meet with Dublin City planning staff to visit the proposed presen'ation
area, review the history of the project and the major issues posed by the Urban limit
,line Initiative, and gather data on the open space resouxces and the land m~m~ship
pa~erns. EPS will review al docume_nts ~ssodated with the western extended planning
area, including the previous Specific Fire",, the current General Plan~ the proposed Urban
Uimit Line irdtiative (resolution~ No. 2'_--99 md No. 25-99), the County of Alameda's
Ernst Counl3, Axea Plan, and ot,h~ appropriate doc'm:nen~.
TASK 2: PREP.~R.E DtL~T OPEN SPACE OPTIONS
B-_sed on fine work completed ~ pm-t of Task L EPS xdll develop prindFIes and ~t~a
ior ev~ua~g ~e fe~ib~, of ~mt op~ ~ace pr~,a~on md ~plm~on
option. Tn~e ~t~a ~dH include cost, poH~ accep~b~, a~a~ve
comple~ ~nd long-t~ s~-~b~. ~x'~ ~o~ ~ be cobsidled, ~du~.g
reg~a~on, pm-&~e of dm,~opm~t ~gh~ (com~'a~on e~smen~), ~f~ of
dev~opm~t ~gn~, h-Heu fees, ~d ~p~on b~m. ~s~m~on~ ~su~ reg~ig
the ~e of I~d ~ or p~D~c ag~d~ t0 pr~we ~d mange opm space
~4~ ~o be ad&~se& .~ m,~ua~g ~e pos~ble %D~Om ag~st ~e ~t~a, one or
more legible op~ ~ace F~em,a5on op~o~ ~ be s~eaed-
TASK 3: CONSU~LTATION BrlTH CITY STfi~FF
staff wit/present the proposed opsn space pr~.-~,ation options to City staff and
par-~dpate in a working session to refine and test the feaSfDili~~ Of each of the proposed
TASK 4: PREPfiJ{E HNAL OPEN SPA. CB OPTIONS
B~ed on input from C. jiy planning s~,=~ in Task 3, EPS will F_ine fne op~_n space
preservation options for West Dublin and prepare a te-jnrdcaI memorandum descrfming
Ou~ findh~.gs. ?he mo_morandum ~ilt include a desm~pfon of the open space resou. rces
in West D'XDtin, an m, en~ew of the cJzrent and proposed land use re~mala~ous, and the
pros and cops of the proposed op~_n space presm'ation options. This product will also
include an overl, iew of potential oF_n space fllnding solLrces, including lo~ reg-ional
~_2----------------~t Bay Re,oral Park District), and Sate sources.
OPTIONAL TA. SK 5: PUBLIC OUTREACH
LoS will conduct, ~tln City staff, two public meetings with the s~k~_holders and
affe~ed Iando~,ne_rs. The fmal open space options ~iI1 be presented at one Planning
Co:nmisslon Meeting and one C_j.~, Council Meeting.
Exhibit A
Page 1 of 2
,1999
EXHIBIT A
SCOPE OF SERVICES
Table 1
Budget Estimate
Western Dublin Open Space Preservation Study
Economic & Planning Systems, Inc.; #9232
Task/ EPS Staff
Description 'kieser Jacques'
Prod. Staff
Staff Cost Direct Grand
Subtotal Costs Total
Task 1: Project Initiation and Field Visit 3 8
Task 2: Prepare Dralt Open Space Oplions 8 20
Task 3: Consultation with City Stall (1) 6 B
Task 4: Prepare Final Open Space Options 8 12
Optional Task 5: Public Outreach (2) 12 12
TOTAL HOURS 37 60
Billing Rates (3) $170 $110
TOTAL PROJECT COSTS
4
8
16
$1,390 $47 $1,437
3,760 25 3,785
1,900 43 1,943
2,880 25 2,905
3,760 112 3,872
$13,699 $252 $13,942
· (1) Includes two meetings with City stall. The budget assumes a total ol three meetings with City stall including the project initiation meetin.~
(2) Optional task in_--ludes two stakeholder meetings, one Planning Commission Meeting and one Cily Council Meeting.
(3) Bil|ing rates shown are applicable during 1999 and are subject to change annually.
Exhibit A
Page 2 of 2
,1999
EXHIBIT B (page 1 of 1 )
PAYMENT SCHEDULE
CITY shall pay CONTRACTOR an amount not to exceed the total sum of Thirteen Thousand Nine
Hundred Forty Two Dollars ($13,942) for services to be performed pursuant to this Agreement.
CONTRACTOR shall submit invoices during the term of this Agreement based on the cost for services
performed in accordance with the following schedule:
Monthly
but not more often than once a month; and provided further, in no event shall CITY pay CONTRACTOR
a sum exceeding 20% of the total sum due for services pursuant to this Agreement in any one month; and
provided further, CITY shall pay the last 20% of the total sum due pursuant to this Agreement within
forty-five (45) days after completion of the services and submittal to CITY, if all services due pursuant to
this Agreement have been satisfactorily performed.
The total sum stated above shall be the total which CITY shall pay for the services to be rendered
by CONTRACTOR pursuant to this Agreement. CITY shall not pay any additional sum for any expense
or cost whatsoever incurred by CONTRACTOR in rendering services pursuant to this Agreement.
CITY shall make no payment for any extra, further or additional service pursuant to this
Agreement unless such extra service and the price therefor is agreed to in writing executed by the City
Manager or other designated official of CITY authorized to obligate CITY thereto prior to the time such
extra service is rendered and in no event shall such change order exceed twenty-five (25%) of the initial
contract price.
The services to be provided under this Agreement may be terminated without cause at any point in
time in the sole and exclusive discretion of CITY. In this event, CITY shall compensate the
CONTRACTOR for all outstanding costs incurred as of the date of written notice thereof and shall
terminate this Agreement. CONTRACTOR shall maintain adequate logs and timesheets in order to verify
costs incurred to date.
The CONTRACTOR is not authorized to perform any services or incur any costs whatsoever
under the terms of this Agreement until receipt of a fully executed Purchase Order from the Finance
Department of the City of Dublin.
EXHIBIT C - City Facilities
CITY shall furnish physical facilities such as desks, filing cabinets, and conference space, as may
be reasonably necessary for CONTRACTOR'S use while consulting with CITY employees and reviewing
records and the information in possession of CITY. The location, quantity, and time of furnishing said
physical facilities shall be in the sole discretion of CITY. In no event shall CITY be obligated to furnish
any facility which may involve incurring any direct expense, including, but not limiting the generality of
this exclusion, long-distance telephone or other communication charges, vehicles, and reproduction
facilities.
Exhibit C
Page 1 of 1
,1999
EXHIBIT D
GENERAL PROVISIONS
1. INDEPENDENT CONTRACTOR. At all times during the term of this Agreement,
CONTRACTOR shall be an independent contractor and shall not be an employee of CITY. CITY shall
have the right to control CONTRACTOR only insofar as the results of CONTRACTOR'S services
rendered pursuant to this Agreement; however, CITY shall not have the right to control the means by
which CONTRACTOR accomplishes services rendered pursuant to this Agreement.
2. LICENSES: PERMITS; ETC. CONTRACTOR represents and warrants to CITY that he
has all licenses, permits, qualifications and approvals of whatsoever nature which are legally required for
CONTRACTOR to practice his profession. CONTRACTOR represents and warrants to'CITY that
CONTRACTOR shall, at his sole cost and expense, keep in effect at all times during the term of this
Agreement any licenses, permits, and approvals which are legally required for CONTRACTOR to
practice his profession.
3. TIME. CONTRACTOR shall devote such time to the performance of services pursuant to
this Agreement as may be reasonably necessary for satisfactory performance of CONTRACTOR'S
obligations pursuant to this Agreement.
4. INSURANCE REOUIREMENTS. CONTRACTOR 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 CONTRACTOR, his
agents, representatives, employees or subcontractors. The cost of such insurance shall be included in the
CONTRACTOR'S bid.
(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 coveting 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) coveting Automobile
Liability, code 1 "any auto" and endorsement CA 0025.
3. Workers' Compensation Insurance as required by the Labor Code of the State of
California and Employers Liability Insurance.
(b) Minimum Limits of Insurance. CONTRACTOR shall maintain limits no less than:
1. General Liability: $1,000,000 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.
Exhibit D (Page 1 of .4)
, 1999
3. Workers' 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. At the option of the CITY, either the insurer shall reduce or
eliminate such deductibles or self-insured retentions as respects the CITY, its officers, officials and
employees; or the CONTRACTOR 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, its officers, officials, employees and volunteers are to be covered
as insureds as respects: liability arising out of activities performed by or on behalf of the
CONTRACTOR; products and completed operations of the CONTRACTOR, premises owned, occupied
or used by the CONTRACTOR, or automobiles owned, leased, hired or borrowed by the
CONTRACTOR. The coverage shall contain no special limitations on the scope of the protection
afforded to the CITY, its officers, officials, employees or volunteers.
b. The CONTRACTOR'S insurance coverage shall be primary insurance as
respects the CITY, its officers, officials, employees and volunteers. Any insurance or self-insurance
maintained by the CITY, its officers, officials, employees or volunteers shall be excess of the
CONTRACTOR'S insurance and shall not contribute with it.
c. Any failure to comply with reporting provisions of the policies shall not
affect coverage provided to the CITY, its officers, officials, employees or volunteers.
d. The CONTRACTOR'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.. Workers' Compensation and Employers Liability Coverage.
The insurer shall agree to waive all rights of subrogation against the CITY, its
officers, officials, employees and volunteers for losses arising from work performed by the
CONTRACTOR for the CITY.
3. Professional Liability.
CONTRACTOR shall carry professional liability insurance in an amount deemed
by the CITY to adequately protect the CONTRACTOR against liability caused by negligent acts, errors or
omissions on the part of the CONTRACTOR in the course of performance of the services specified in this
Agreement.
4. All Coverages.
Each insurance policy required by this clause shall be endorsed to state that
coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except
after thirty (30) days' prior written notice by certified mall, return receipt requested, has been given to the
CITY.
(e) Acceptability of Insurers. Insurance is to be placed with insurers with a Bests' rating of no
less than A:VII. Exhibit D (Page 2 of 4)
,1999
(f) Verification of Coverage. CONTRACTOR shall furnish CITY 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 received and approved by the CITY
before work commences. The CITY reserves the right to require complete, certified copies of all required
insurance policies, at any time.
(g) Subcontractors. CONTRACTOR 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.
(h) The Risk Manager of CITY may approve a variation in those insurance requirements upon
a determination that the coverages, scope, limits and forms of such insurance are either not commercially
available or that the CITY's interests are otherwise fully protected.
5. CONTRACTOR NO AGENT. Except as CITY may specify in writing, CONTRACTOR shall
have no authority, express or implied, to act on behalf of CITY in any capacity whatsoever as an agent.
CONTRACTOR shall have no authority, express or implied, pursuant to this Agreement to bind CITY to
any obligation whatsoever.
6. ASSIGNMENT PROHIBITED. No party to this Agreement may assign any right or obligation
pursuant to this Agreement. Any attempted or purported assignment of any right or obligation pursuant to
this Agreement shall be void and of no effect.
7. PERSONNEL. CONTRACTOR shall assign only competent personnel to perform services
pursuant to this Agreement. In the event that CITY, in its sole discretion, at any time during the term of
this Agreement, desires the removal of any such persons, CONTRACTOR shall, immediately upon
receiving notice from CITY of such desire of CITY, cause the removal of such person or persons.
8. STANDARD OF PERFORMANCE. CONTRACTOR shall perform all services required
pursuant to this Agreement in the manner and according to the standards observed by a competent
practitioner of the profession in which CONTRACTOR is engaged in the geographical area in which
CONTRACTOR practices his profession. All instruments of service of whatsoever nature which
CONTRACTOR delivers to CITY pursuant to this Agreement shall be prepared in a substantial, first
class and workmanlike manner and conform to the standards of quality normally observed by a person
practicing in CONTRACTOR's profession.
Exhibit D (Page 3 of'4)
HOLD HARMLESS AND RESPONSIBILITY OF CONTRACTORS. CONTRACTOR shall
take all responsibility for the work, shall bear all losses and damages directly or indirectly
resulting to him, to any subcontract0r, to the CITY, to CITY officers and employees, or to parties
designated by the CITY, on account of the performance or character of the work, unforeseen
difficulties, accidents, occurrences or other causes predicated on active or passive negligence of
the CONTRACTOR or any subcontractor. CONTRACTOR shall indemnify, defend and hold
harmless the CITY, its officers, officials, directors, employees and agents from and against any or
all loss, liability, expense, claim, costs (including costs of defense), suits, and damages of every
kind, nature and description directly or indirectly arising from the performance of the work. This
paragraph shall not be construed to exempt the CITY, its employees and officers from its own
fraud, willful injury or violation of law whether willful or negligent.
,1999
For purposes of Section 2782 of the Civil Code the parties hereto recognize and agree that this agreement
is not a construction contract. By execution of this agreement CONTRACTOR acknowledges and agrees
that he has read and understands the provisions hereof and that this paragraph is a material element of
consideration.
Approval of the insurance contracts does not relieve the CONTRACTOR or subcontractors from
liability under this paragraph.
10. GOVERNMENTAL REGULATIONS. To the extent that this Agreement may be funded by fiscal
assistance from another governmental entity, CONTRACTOR shall comply with all applicable rules and
regulations to which CITY is bound by the terms of such fiscal assistance program.
11. DOCUMENTS. All reports, dam, maps, models, charts, studies, surveys, photographs,
memoranda or other written documents or materials prepared by CONTRACTOR pursuant to this
Agreement shall become the property of CITY upon completion of the work to be performed hereunder or
upon termination of the Agreement.
Exhibit D (Page 4 of 4)
,1999
g:\initiative\W. Dublin open space study\consultant contract
PROPOSAL TO PROVIDE
ECONOMIC d'PLANNING SYSTEMS
Real Estate Eta,omits / Regional Eta,omits / ]Jablie Fina,cc / Land Use l~aliO,
WESTERN DUBLIN OPEN SPACE STUDY
Prepared for:
City of Dublin
Prepared by:
Economic & Planning Systems, Inc.
October 1999
EPS ~"9232
RECEIVED
0CT-.-2 6 1999
DUBLIN PLANNING
] 815 Fourth Street, Suite B
Berkeley. CA 94710-1910
vcv~'.ep~.s.com
510-841-9190
510-~41-9208
Phone: 916-649-8010
Fax: 916-649-2070
October 25, 1999
Carol R. Cirelli
Sen/or Harmer
Community Development
City of Dublin
100 Civic Plaza
Dublin, CA 94568
Subject Proposal to Conduct Western Dublin Open Space Preservation Study;
EPS ~232
Dear Carol:
In response to your request for a proposal to prepare a Western Dublin Open Space
Preservation Study, we are pleased to enclose the following proposed work program
and budget. We believe we have a good understanding of the project, as we recently
prepared the work program that is referenced in the RFP. As previously stated, we
would be happy to assist the City with this important Open Space Preservation Study,
and we are willing to complete the original work program for a budget of $10,000.
However, we are concerned that the RFP added four "public outreach" meetings
leaving inadequate resources to conduct the proposed technical tasks, complete a report,
and prepare for and conduct three public meetings. Therefore, we respectfully request
art additional budget amount for these public meetings.
The enclosed work program provides a more detailed scope of services. We can
complete Task 1 through Task 4 for an amount not to exceed $10,000. This budget
includes three meetings with City staff including the project initiation meeting. If the
City requires the additional public outreach meetings, this will cost an additional $3,872
£or a total budget of $13,942 (see Table 1). Thank you for giving us the opportunity to
work with you on this interesting project. Please call if you reqUire any additional
information.
Sincerely,
ECONOMIC & PLANNING SYSTEMS, INC.
Mr. Walter F. Kieser
Principal
1815 Fourth Street, Suite B Phone: 510-841-9190 ~ {a~- s A e ~ A ,a t. ~ o Phone: 916-649-8010
Berkeley, CA 94710-1910 Fax: 510-841-9208 ~"' Fax: 916-649-2070
/~ ~
Proposal to Provide
West Dublin Open Space Preservation Options
October 25, 1999
WEST DUBLIN OPEN SPACE PRESERVATION OPTIONS
TASK 1: PROJECT INITIATION AND FIELD VISIT
EPS staff will meet wiLh Dublin City planning staff to visit the proposed preservation
area, review the history of the project and the major issues posed by the Urban Limit
Line Initiative, and gather data on the open space resources and the land ownersl'dp
patterns. EFS will review all documents associated with the western extended planning
area, includdmg the previous Specific Plan, the current General Plan, the proposed Urban
Limit Line Initiative (resolutions No. 24-99 and No. 25-99), the County of Alameda's
East County Area Plan, and other appropriate documents.
TASK 2: PREPARE DRAFT OPEN SPACE OPTIONS
Based on the work completed as part of Task 1, EPS will develop principles and criteria
for evaluating the feasibility of different open space preservation and implementation
options. These criteria will include cost, political acceptability, administrative
comple>city, and long-term sustainability. Several options will be considered, including
regulation, purchase of development fights (conservation easements), transfer of
development fights, in-lieu fees, and mitigation banks. Institutional issues regarding
the use of land trusts or public agencies to preserve and manage open space resources
will also be addressed. After evaluating the possible options against the criteria, one or
more feasible open space preservation options will be selected.
TASK 3: CONSULTATION WITH CITY STAFF
EPS sta/f will present the proposed open space preservation options to City staff and
participate in a working session to refine and test the feasibility of each of the proposed
programs.
TASK 4: PREPARE FINAL OPEN SPACE OPTIONS
Based on input from City planning staff in Task 3, EPS will refine the open space
preservation options for West Dublin and prepare a technical memorandum describing
our findings. The memorandum will include a description of the open space resources '
in West Dublin, an overview of the current and proposed land use regulations, and the
pros and cons of the proposed open space preservation options. This product will also
include an overview of potential open space funding sources, including local, redohal
(East Bay Redohal Park District), and State sources.
9232PT3C2.DC~C
Proposal to Provid~
West Dublin Open Space Preservation Options
October 25, 1999
OPTIONAL TASK 5: PUBLIC OUTREACH
EPS will conduct, with City staff, two public meetings with the stakeholders and
affected landowners. The final open space options will be presented at one Planning
Commission Meeting and one City Council Meeting.
9232P']'XZDOC
Table 1
Budget Estimate
Western Dublin Open Space Preservation Study
Economic & Planning Systems, Inc.; #9232
Task/ EPS Staff Staff Cost Direct Grand
Description Kieser Jacques Prod.Staff Subtotal Costs Total
Task 1: Project Initiation and Field Visit 3 8 0 $1,390 $47 $1,437
Task 2: Prepare Draft Open Space Options 8 20 4 3,760 25 3,785
Task 3: Consultation with City Staff (1) 6 8 0 1,900 43 1,943
Task 4: Prepare Final Open Space Options 8 12 4 2,880 25 2,905
Optional Task 5: Public Outreach (2) 12 12 8 3,760 112 .3,872
TOTAL HOURS 37 60 16
Billing Rates (3) $170 $110 $50
TOTAL PROJECT COSTS $13,690 $252 $13,942
(1) Includes two meetings with City staff. The budget assumes a total of three meetings with City staff including the project initiation meetin,c
(2) Optional task includes two stakeholder meetings, one Planning Commission Meeting and one City Council Meeting.
(3) Billing rates shown are applicable during 1999 and are subject to change annually.
Economic &Planning Systems, Inc. 10/25/99 G:i9232dubll~9232pbud. xls
EPS RELEVANT EXPERIENCE
PROJECT PROFILES
South Livemore Valley Area Han Economic Study
Livermore, California
In the South Livermore Valley, there are approximately 2,000 acres of vineyards; at the
turn of the century, however, there were 15,000 acres in grape production. A number of
factors contributed to this decline, including vine disease, grape surpluses in the early
1900s, and rapid urbardzation of the Bay Area that pushed up land prices. The South
Livermore Valley Area Plan (February 6, 1992) proposed to hair the loss of vineyards
and encourage and expand viriculture through its policies.
EPS analyzed the economic incentives created by the Area Plan. EPS studied the
economics of small vineyards, the strength of market support for small vineyard parcels
(20 acres), and assessed the market position of South Livermore in the reg-ional housing
market- EPS evaluated the burden of mitigation measures upon new urban residential
development.
Davis Open Space Financing
Davis, CalLfomia
The City of Davis revised the Open Space Element of the General Plan. Three Open
Space Commissions worked on an Open Space Plan for the City for seven years. During
this planning effort, major constraints occurred, including the loss of the Landscape and
Lighting District (LL&D) assessment revenues--due to the passage of Proposition 218--
which reduced the overall scope of the original Open Space Plan.
The City hired EPS to quantify capital and operating costs assodated with selected open
space projects and to identify available funding sources. EPS described additional
financing mechanisms that could be used to fund the shorffall between the estimated
costs of the proposed open space projects and existing funding sources. EPS proposed
an open space financing strategy that assisted the Open Space Commission in
prioriii zlng open space projects and adopting an Open Space Plain for the City of Davis.
Preservation Strategies for the Santa Rosa/Rohnert Park Community Separator Area
Santa Rosa, California
The Santa Rosa/Rohnert Park Community Separator Area consisted of 4,300 acres of
important agTicultural and scenic lands located between the two growing dries. It was
recog-nized that land use designations alone cannot ensure preservation of this area.
Budget limitations prompted the Sonoma County Agriculture Preservation and Open
Space District to explore a range of acquisition techniques and alternative conservation
strate~es.
EPS, working with EDAW, provided a mix of preservation tools and supplemental
funding sources that were appropriate to the resources and land characteristics within
the Separator and which maxirrdzed limited District funding. EPS estimated the
projected costs of the program over time to assist the District with making strategic
preser~'ation decisions that would result in permanent land protection.
Yolo County Habitat Conservation Plan (HCP)
Yolo County, California
In Yolo County, over 10,000 acres of land are desig-nated for future development. The
County, all four cities, and State and Federal agencies have implemented an interim
development fee to fund the study and implementation of a long-term regional Habitat
Conservation Plan (HCP). The HCP intends to mitigate development impacts and
protect threatened and endangered species throughout the County, including the
Swainson's Hawk.
As part of a team headed by EIP Associates, EPS prepared an implementation plan and
nexus study for the Yolo County HCP. EPS's role was to define the major economic
issues; prepare acquisition strategies and financing options; prepare a revenue forecast
for the proposed fee; and estimate land acquisition costs and potential revenues from
non-fee sources. The final product was a Financing and Implementation Plan for the
Draft Yolo HCP that described the recommended methods of funding the HCP program
and provided a justification for the proposed development fees.
San Martin - Gilroy Greenbelt Implementation Strategy Report
Gilroy, California
EPS prepared a Greenbelt Implementation Strategy Workbook that described several
open space planning and financing techniques and described how they could work in
the San Martin - Gilroy Area. The Workbook included: a description and evaluation of
a planned development ordinance; a transfer of development rights prog-ram;
conservation easements; the creation and role of a land trust; intergovernmental
cooperalion; and an acquisition program for the Greenbelt Areas. Several funding
mechanisms were discussed including an open space mitigation fee. A series of focus
group meetings were held to discuss the Greenbelt Implementation Strategies. Based on
this scoping process, a final report and recommendations for a Specific Plan Work
Proore:am were made to the County.
Sacramento County Interim Open Space Commission
Sacramento, California
To address the need to preserve open space in the face of expanding development, the
Sacramento County Board of Supervisors established an Interim Open Space
Commission. The Commission was charged with creating recommendations for an
appropriate organizational approach to acquiring and maintaining open space and
funding open space in Sacramento County. EPS served as staff to the Commission.
EPS's efforts included organization of informational seminars, a public opinion survey,
and development of organizational and funding policy options.
ECONOMIC & PLANNING SYSTEMS
Real Es:,;tr Eroh'omic~ / Region,d Economics / l'uhlic Finance / Land Use Poh'0,
WALTER F. KIESER
Background
Waiter Kieser is an urban economist and land use planner who during his
28-year professional career has specialized in applying economic and
financial analysis methods to land use planning, real estate development,
government organization, and public financing.
Mr. Kieser is an expert in managing complex technical analyses and
communicating planning, economic and financial concepts in a manner
that effectively supports sound land use planning, public policy
development, real estate investment decision making, strate~c pI.anning,
and conflict resolution. His broad-based experience with land use,
transportation and conservation planning, public/private financing
agreements, inter-governmental agreements, infrastructure financing.
programs, local government reorganization, and real estate development
projects combine to provide balanced and pragmatic solutions, ensuring
that land use plans can be successfully implemented, infrastrVcttLre can be
financed, and that real estate projects meet private-sector financial
objectives while supporting public policy objectives.
Mr. Kieser is a rounding Principal and President of Economic & Planning
Systems, Inc., an urban economics consulting firm with offices in Berkeley
and Sacramento, California. The firm serves public and private-sec. tor
clients throughout the United States.
Expertise
Land use and transportation planning -- Mr. Kieser partialpared in the
preparation of over 50 comprehensive land use and transportation plans
for cities and counties, with emphasis upon preparation of demographic
and economic forecasts, land use analysis, and developing policies and
programs related to resource conservation, public services, and
infrastructure.
Fiscal and economic impact analysis -- Mr. Kieser prepared and
participated in several hundred fiscal and economic impact analyses on a
wide variety of land use plans, development projects, and infras~ch~e
improvements. These quantitative analyses have focused upon
determining the cost of growth, policy refinement, and ensuring
implementation within the context of land use plans, environmental impact
analyses, and initiative ballot measures.
Public finance -- Mr. Kieser has helped establish public financing for a
wide variety of public services and infrastructure projects including
development project-related infrastructure, area-wide capital improvement
programs, and spedtic infrastructure projects. Financing techniques
applied include formulation of area-specific and facility-specific impact
fees, special tax bonds, and redevelopmerit tax increment financing..
1815 Fourth Street, Suite B Phone: 510-841-9190 ~ ~- s A c ~ A ~ s ~ T o Phone: 916-649-8010
Berkeley, CA 94710-1910 Fax: 510-841-9208 "~"~-~""' Fax: 916-649-2070
Employment
Education
Affiliations
WALTER F. KIESER
ECONOMIC & PLANNING SYSTEMS
PAGE 2
Financial negotiations -- Mr. Kieser prepared numerous feasibility studies
and economic analyses and partidpated in real estate and infrastructure
financing negotiations involving public agencies and private participants.
These negotiations have resulted in mitigation and tax sharing agTeements,
development agreements, owner participation agreements, and real estate
disposition agreements.
Resource conscreation -- Mr. I<ieser developed and participated in
numerous progTams and projects desig-ned to preserve open space and
natural habitats, preserve agricultural lands, and ensure productive and
sustainable use of natural resources. These programs have creatively
applied regu/atory mechanisms, compensatory regulations, and public
acquisition techniques.
Government organization -- Mr. Kieser prepared and participated in over
50 feasibility studies addressing municipal incorporation, major
annexations, spedal district formations and consolidations, and inter-
governmental a~eements. These fea.sibility studies involve preparation of
detailed pro forma operational and capital budgets and analysis of impacts
of reorganization upon existing agencies.
1983-1999 Principal, Economic and Planning Systems, Inc.
19774983 Managing Associate, Angus McDonald and Associates
1971-1976 Associate Planner, Sonoma County Planning Department,
Advanced Planning Division
1967-1970 U.S. Army (Military Intelligence)
Bachelor of Arts degree in Environmental Studies and Biolog3r from
Sonoma State University in 1974. Completed graduate courses in
economics and public administration at Sonoma State University and the
University of California, Berkeley.
American Planning Association, Member
California Association of Local Agency Formation Commissions, Associate
Member
International Society for Ecological Economics, Member
Friends of the River, Member of the Board of Directors
Yosemite Restoration Trust, Member of the Board and Vice President
Lafayette Community Parklands Foundation, Member of the Board and
Financial Officer
ECONOMIC cb PLANNING SYSTEMS-
Real Estate Economics /Regiona/ Economics / l'ublic Finance /Ltnd ~;se /'oh'0.
SONIA A. JACQUES
Background
Sonia Jacques is a resource and land economist specializing in open space
and ag-ricultural preservation techniques and funding mechanisms, real
estate development analysis, and public finance and taxation policies. Ms.
Jacques' background in land conservation and public finance issues provides
her with a variety of tools for analyzing complex land use and economic
issues.
Ms. Jacques is a Vice President at Economic & Planning Systems, Inc., an
urban economics consulting firm with offices in Berkeley and Sacr.amento,
California. The firm serves public and private sector clients throughout the
United States.
Expertise
Conservation Planning and Financing -- Ms. Jacques has worked on
numerous park and recreation, habitat, and agricultural preservation
programs in Northern California. For the County of Alameda, she completed
an economic analysis of the South Livermore Valley Area Plan that aims to
increase and revitalize viticulture in the Fertile Crescent Area. Ms. Jacques
has prepared economic analyses and financing strategies for the City of Davis'
Open Space Element, the City of Santa Monica's Parks and Recreation Master
Plan, and for proposed parks at Alameda Point and Union Point on the
Oakland Estuary. She also worked on developing financing and
implementation mechanisms for several conservation plans including the
Yolo County and South Sacramento County Habitat Conservation Plans and
prepared economic feasibility analyses of the Ecological Preserves in E1
Dorado County.
Fiscal and Economic Impact Analysis -- Ms. Jacques has prepared an
economic analysis of the Subregional Wastewater Project EIR for the City of
Santa Rosa. The study included an evaluation of the benefits of providing
wastewater to agricultural users in the County of Sonoma and an assessment
of the socioeconomic impacts of the proposed wastewater system on the
County economy. Ms. Jacques has conducted several fiscal impact analyses to
estimate the impact of different land uses mixes and buildout scenarios on a
city's General Fund and to estimate the fiscal implications of incorporating
large tracts of County land and upgrading public services to meet city
standards.
Market Demand Analysis -- Ms. Jacques has prepared several retail demand
studies including a retail market overview, with an emphasis on "Big Box"
retail, of the southern Alameda County market area. Other market studies
conducted by Ms. Jacques include an assessment of the demand for small
vineyard estates in southem. Alameda County. This market work supported a
.. feasibility study of the South Livemore Valley Area Plan that aims to increase
and revitalize viticulture in the Fertile Crescent Area.
1815 Fourth Street, Suite B Phone: 510-841-9190 ~ ~- s A c a A ,~ E. ~ o Phone: 916-649-8010
Berkeley. CA 94710-1910 Fax: 510-841-9208 ~'~ Fax: 916-649-2070
www.epsys.com
Papers
SONIA A. JACQUES
ECONOMIC & PLANNING SYSTEMS
PAGE 2
Public Facilities Finance and Feasibili.ty Analysis -- Ms. Jacques has analyzed
the feasibility and financing requirements for large proposed projects such as
the Decoto Industrial Park in Union City. This work involved developing a
financing strategy for a mixed use development that would retain most of the
old industrial uses while planning for the addition of mixed use residential
areas. Other work includes the formulation of a public services and facilities
plan and a financing plan that estimates the costs and funding of required
infrastructure improvements including agricultural mitigation requirements
for a 1,900-acre residential/commercial development in the City of Livermore.
Environmental Technolog3r/Industry'Analvsis -- Ms. Jacques conducted a
target industry study that focused on the environmental technology and
renewable energy industries as part of a re-employment effort for the work
force at the Rocky Flats Weapons Plant in Golden, Colorado. Ms. Jacques
designed and administered a focused survey of environmental firms in
Colorado and helped develop prindples for a statewide environmental
business strategy. As part of the Stapleton Airport Ruse study, Ms. Jacques
researched neo-traditional communities throughout the U.S. and helped to
develop market creation strategies by assessing the potential for attracting
new environmental industries to Colorado.
Sonia Jacques has co-authored the following:
· "Real Estate and Economic Development in Vietnam: Opportunities and
Caveats in a Time of Transition"
· "Implementation Techniques and Strategies for Conservation Plans"
Employment
Education
1991-1999
1990-1991
1983-1990
Vice President, Economic and Planning Systems, Inc.
Independent Consultant on Land Conservation Techniques
Project Manager, the Trust for Public Land
Masters Degree in Agricultural Economics, University of Wisconsin,
Madison, 1983
Masters. Degree in Public Policy and Administration, University of
Wisconsin, Madison, 1981
Bachelor of Science Degree in Economics and International Relations,
University of London, England, 1975