HomeMy WebLinkAboutItem 20 - Citywide Parking Study — Consulting ServicesPublic Works Agency
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Item # 20
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 6, 2022
TOPIC: Citywide Parking Study — Consulting Services
AGENDA TITLE
Approve an Agreement with Dixon Resources Unlimited, for Consulting Services for a
Citywide Parking Study in an amount not to Exceed $500,000 for up to a Two -Year Term
(General Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with Dixon Resources Unlimited,
for Consulting Services for a Citywide Parking Study in an amount not to exceed $500,000
for a two-year period beginning September 6, 2022 and expiring on September 5, 2024,
with a provision for one one-year extension, for a total aggregate amount not to exceed
$500,000, subject to non -substantive changes approved by the City Manager and City
Attorney.
DISCUSSION
On April 27, 2022, the Public Works Agency issued a Request for Proposal (RFP) for
firms to provide Consulting Services for a Citywide Parking Study (Exhibit 1). The selected
consultant will supplement City staff by providing professional services that identify
feasible solutions/recommendations to the City's current parking concerns. The
solutions/recommendations, which will establish a potential new permit parking program,
will need to be comprehensive and address all aspects of the parking demands in the
City.
The RFP was advertised on the City's online bid management and publication system,
with bids due on June 1, 2022. Two consultants downloaded the project documents. Two
proposals were received and evaluated by a selection committee based on criteria as
outlined in the RFP. Interviews of the two consultants were conducted on June 28, 2022.
Listed below are the responding consultants and their ranking:
Rank
Firm
Average
Score
Location
1
Dixon Unlimited
93
San Diego
2
Walker Consultants
87.5
Los Angeles
Citywide Parking Study - Consulting Services
September 6, 2022
Page 2
In accordance with the RFP, staff recommends awarding a contract to
Unlimited (Exhibit 2). Consultant demonstrated a high technical
experience performing similar services. The proposals contained a
achieving City goals and objectives as required by the RFP.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
Dixon Resources
competency and
clear path toward
FISCAL IMPACT
The total amount of the agreement is not to exceed $500,000. $500,000 in General Funds
are budgeted and available in the FY 22/23 Council Approved City Budget. Project No.
23-6026 has been assigned to track all expenditures to deliver the parking study. Any
unspent funds will be carried forward from FY 22/23 to FY 23/24 to complete the study.
Fiscal
Accounting Unit-
Fund
Accounting Unit -
Amount
Year
Account No.
Description
Account Description
PW-Traffic/Transportation-
2022-23
01117620-62300
General
Service Enhancement,
$400,000
(23-6026)
Fund
Contract Services
Professional
PW-Traffic/Transportation-
2023-24
01117620-62300
General
Service Enhancement,
$100,000
(23-6026)
Fund
Contract Services
Professional
Total
$500,000
EXHIBIT(S)
1. RFP No. 22-074, Citywide Parking Study — Consulting Services
2. Agreement for Dixon Resources Unlimited
Submitted By: Nabil Saba, P.E., Executive Director — Public Works Agency
Approved By: Kristine Ridge, City Manager
EXHIBIT 1
REQUEST FOR PROPOSALS (RFP)
FOR
CITYWIDE PARKING STUDY - CONSULTING SERVICES
RFP NO.: 22-074
CITY OF SANTA ANA
Public Works Agency
20 Civic Center Plaza, M-43
Santa Ana, CA 92701
Zdenek Kekula
Project Manager
(714) 647-5606 Office
zkekula(&santa-ana.org
Approved for Release:
KEY RFP DATES (Subject to chanize at discretion of City):
Issue Date:
Pre Proposal Meeting Date (Mandatory):
Deadline for Requests for Information:
Proposal Due Date:
Projected Award Date:
Nabil Saba
Executive Director- 4
Public Works Agency
Wednesday, April 27, 2022
Wednesday, May 11, 2022
Wednesday, May 18, 2022
Wednesday, June 1, 2022; 12:00 PM.
Tuesday, July 19, 2022
NOTICE INVITING PROPOSALS
NOTICE IS HEREBY GIVEN that proposals will be received from qualified Firms for:
CITYWIDE PARKING STUDY - CONSULTING SERVICES
Responses to this Request for Proposals (RFP) must be submitted electronically to the
PlanetBids system no later than June 1st, 2022 at 12:00 p.m. Proposals received after this date/
time will not be considered. It is the responsibility of the proposer to ensure that any proposals
submitted have sufficient time to be received by the City of Santa Ana prior to this proposal due
date and time.
Additionally, it is a requirement that hard copy proposals also be sent by courier service, mailed,
or hand delivered in an enclosed sealed envelope and marked clearly with the following
"SEALED PROPOSAL FOR
CITYWIDE PARKING STUDY — CONSULTING SERVICES
RFP NO.22-074
IN THE CITY OF SANTA ANA
DO NOT OPEN WITH REGULAR MAIL."
City of Santa Ana
Attn.: ZDENEK KEKULA
Public Works Agency; M-43
20 Civic Center Plaza; Ross Annex
Santa Ana, CA 92701
For further instructions regarding hard copy submission of proposals, refer to PlanetBids.
All notifications, requests for information, updates and addenda will be posted online on
PlanetBids at hM2s://www.planetbids.com/portal/portal.cfm?CompanyID=20137. Proposers shall
be responsible for monitoring the site to obtain information regarding this solicitation. Failure to
respond to required updates may result in a determination of a nonresponsive qualification.
PRE -PROPOSAL MEETING: There will be a mandatory pre -proposal meeting on Wednesday
May 11, 2022, at 11:00 am. We will meet at 20 Civic Center Plaza; Ross Annex, Santa Ana, CA
92701 (4 h floor, Conference Room), or through zoom with the link:
https://us06web.zoom.us/j/84501025411 ,
Meeting ID: 845 0102 5411
One tap mobile: +16699006833, 84501025411# US (San Jose),
+13462487799, 84501025411# US (Houston)
City of Santa Ana RFP 22-074
Page 2
TABLE OF CONTENTS
I. INTRODUCTION / PROJECT DESCRIPTION 4
II. INSTRUCTIONS TO PROPOSERS 6
A. CITY RESPONSIBILITIES
B. PROPOSER RESPONSIBILITIES
C. REQUEST FOR INFORMATION OR CLARIFICATION
D. ADDENDA
E. LICENSES & PERMITS
F. INSURANCE
G. INFORMATION PACKET
H. PRE -PROPOSAL MEETING
I. CITY RIGHT TO REJECT
J. BID PROTESTS
III. SUBMITTAL REQUIREMENTS 8
A. GENERAL
B. PROPOSAL CONTENTS
1. STATEMENT OF QUALIFICATIONS
2. SCOPE OF SERVICES AND SCHEDULE
3. FEE PROPOSAL
4. CERTIFICATIONS
IV. PROPOSAL REVIEW (CONSULTANT SELECTION) 10
A. EVALUATION AND RATING
B. SELECTION
V. CONTRACT AWARD
A. REQUEST FOR COUNCIL ACTION
B. EXECUTION OF AGREEMENT
VI. IMPLEMENTATION
A. KICK-OFF MEETING
B. NOTICE TO PROCEED
VII. PUBLIC RECORDS
VIII. APPENDIX
ATTACHMENT l: SCOPE OF WORK
ATTACHMENT 2: AGREEMENT
ATTACHMENT 3: CERTIFICATION
10
10
11
City of Santa Ana RFP 22-074
Page 3
I. INTRODUCTION / PROJECT DESCRIPTION
Nature of Work:
The City of Santa Ana is seeking a qualified firm to conduct a Citywide Parking Study as
directed by the City of Santa Ana. Attachment 1 includes a detailed Scope of Work in
this RFP's Appendix.
Number of Proposals and Signature:
Five (5) hard copies are required to accompany an electronic submittal of the complete
proposal package on PlanetBids. One of the hard copies shall be marked as "ORIGINAL"
and be signed by a company official with the power to bind the company, and
submitted to the City of Santa Ana. Please be explicit in identifying the appropriate
person with legal authority to bind the company.
The Statement of Qualifications shall be limited to a maximum of (10) double -sided
pages (excluding front and back covers, section dividers and attachments such as
resumes, forms). Font size shall be minimum 11-point Arial. Proposal exhibits shall be
maximum 11" x 17".
Proposal Evaluation and Rating:
The criteria for evaluating the RFP submitted will take the following items into
consideration:
• Firm/Team Experience
25%
• Understanding of Need
25%
• Relevant Project Experience
30%
• Schedule of Delivery
10%
• References
10%
The City has established a proposal review committee to evaluate proposers based on the
response to this RFP, which includes adherence to outlined directions and format, and the
City evaluation criteria set forth above. A final score will be calculated for each
submitted proposal and used to rank the proposers.
Project Funding:
City of Santa Ana RFP 22-074
Page 4
Funding sources for each project may vary and shall comply with the funding agency's
requirements. Special conditions may apply. Refer to Attachment 1 (Scope of Work) in
the Appendix of this RFP.
Term of Contract Agreement:
The City desires to enter into a contract with the top scoring firm for an initial two (2) year
term with a City option for one (1) one (1) year extension period. This term shall be outlined
in the Standard Consultant Agreement, as shown in the Appendix of this RFP as
Attachment 2.
City of Santa Ana RFP 22-074
Page 5
II. INSTRUCTIONS TO PROPOSERS
A. CITY RESPONSIBILITIES
The City will provide information in its possession relevant to preparation of required
information in this RFP. The City will provide only the staff assistance and
documentation specifically referred to herein.
B. PROPOSER RESPONSIBILITIES
Point of Contact: The selected proposer will assume responsibilities for all services in its
proposal. The selected proposer shall identify a sole point of contact with the greatest
knowledge concerning the required service operations and contractual matters, including
payment of all charges resulting from the Agreement. Contact information such as email
and phone number must be included into the proposal.
Evidence of Financial Capacity: Proposer may be requested to submit its most recent
audited financial statement, evidencing proposer's financial capacity to fully perform the
required services, including provision of equipment and personnel expenses over a ninety
(90) day period. If said financial statement does not reflect full ninety (90) day
operational capacity, proposer may include a letter of credit as evidence of supplemental
capacity.
C. REQUEST FOR INFORMATION OR CLARIFICATION
All questions or requested clarifications shall be made only in writing to the Q&A section
located in PlanetBids no fewer than five (5) calendar dus prior to the date and time set
for opening of proposals. No verbal requests or responses will be accepted. Significant
interpretations or clarifications will be addressed via addenda to this RFP.
D. ADDENDA
Any changes in RFP from the date of release to date of submittal will result in an
addendum or amendment. Notification of such addendum or amendment shall be posted
on PlanetBids at https://www.planetbids.com/portal/portal.cfin?CompanyID=20137 as
set forth in the Notice Inviting Proposals. Addenda shall become part of the agreement
documents.
E. LICENSES & PERMITS
The selected proposer shall be required to obtain a City of Santa Ana Business license
within ten (10) business days of selection and must provide a copy to the City's project
manager or designee prior to commencing any work in Santa Ana.
Additionally, Proposer will be responsible for obtaining any licenses/permits required by
the Scope of Work.
F. INSURANCE
City of Santa Ana RFP 22-074
Page 6
The Selected Proposer shall provide the required evidence of insurance coverage as set
forth in the Scope of Work within ten (10) business days after receipt of notice that the
contract has been awarded. Failure to provide the required insurance certificates shall be
cause for the annulment of the award and the forfeiture of the proposal guaranty. The
City will provide the Selected Proposer with a "New Vendor Checklist", which outlines
insurance requirements.
G. PAYMENT INFORMATION PACKET
The selected proposer shall return a completed payment information packet within ten
(10) business days after the successful proposer has received notice that the contract has
been awarded.
H. PRE -PROPOSAL MEETING
Should a pre -proposal meeting be scheduled, the date, time, and location is identified on
the cover page of this RFP. The meeting will include discussion of the project scope
and a question -and -answer session. It is highly recommended that the Proposer's key
team members attend this meeting. Significant interpretations or clarifications will be
addressed via addenda to this RFP, as described above in "Section D: Addenda."
I. CITY RIGHT TO REJECT
The City reserves the right to reject any or all proposals submitted and no representation
is made hereby that any contract will be awarded pursuant to this RFP or otherwise.
The City reserves the right to accept or reject the combined or separate components of
this proposal in part or in its entirety or to waive any minor inconsistency, informality or
technical defect in the proposal.
The City reserves the right to reject, replace, and approve any and all subcontractors. All
subcontractor(s) shall be identified in response to this RFP. Subcontractors shall be the
responsibility of the successful proposer and the City shall assume no liability of such
subcontractors.
J. BID PROTESTS
Proposers with concerns or rebuttal of any staff determination of non -responsiveness or
non- responsibility may submit, in writing within five (5) business days, to the Project
Manager, any concerns regarding the RFP process or staff determination. Such writing
shall be considered by the Public Works Director or her/his designated representative, and
may be acted upon within five (5) business days. If no action is taken within such time,
there shall be no change to the staff determination. The exercise by the Proposer of its right
to submit written concerns shall be a condition precedent to seeking judicial review of any
award of a contract hereunder.
City of Santa Ana RFP 22-074
Page 7
III. SUBMITTAL REQUIREMENTS
A. GENERAL
1. The number of Proposal Copies and signature is specified in:
RFP SECTION I - INTRODUCTION / PROJECT DESCRIPTION
2. Deadline:
Proposals are due to the City of Santa Ana at the date, time, and location
specified in the Notice Inviting Proposals.
B. PROPOSAL CONTENTS
The proposal format and page limitation, if any, is specified in:
RFP SECTION I - INTRODUCTION / PROJECT DESCRIPTION
1. STATEMENT OF QUALIFICATIONS
a. Cover Letter: Proposals shall include a letter signed by a principal or
authorized representative who can make legally binding commitments
for the entity.
b. Contract Agreement Statement: Proposal shall include a
statement outlining your concurrence or concerns with any and all
provisions contained in the Agreement attached herein as
Attachment 2 in the Appendix.
c. Firm and Team Experience: Proposal shall include a profile of the
firm's experience. Include resumes of project team/sub-consultants
that will be providing services which outline their technical and design
experience. At a minimum, this should include the project
manager/principal agent, associates in charge when project
manager/principal agent is unavailable, key personnel, firm size, and
an organization chart identifying only those who will perform work for
the proposed project and the percentage of each individual's time
devoted to this project. The project manager/principal agent shall be
the primary contact person to represent your firm and will be the
person to conduct the presentation, if invited for an interview.
City of Santa Ana RFP 22-074
Page 8
d. Understanding of Need: Proposal shall include an outline which
demonstrates the firm's understanding of the work. This outline should
include anticipated approach, tasks necessary for successful
completion, deliverables, and suggestions or special concerns that the
City should be made aware of. Identify any assumptions and/or
exclusions used in preparation of the scope of work and associated
fee estimate.
e. Relevant Project Experience: Proposal shall include a list of relevant
projects, which your firm or personnel have completed within the last
5 years, including significant work with public agencies. Project
information should include project description, project location, year
completed, client name and contact information, and name of consultant
project manager. City of Santa Ana staff may conduct site visits at select
projects.
f. References: Proposals shall include a listing of relevant projects with
references for three public entities with valid current emails for which
Proposer has performed similar work within the past five (5) years.
2. SCOPE OF SERVICES AND SCHEDULE:
Proposal shall include a Scope of Services and Schedule which details the work
phases to be completed, the tasks to be accomplished, the deliverables to be
provided, and the schedule / timeline to complete the project, based upon the
requested Scope of Work detailed in Attachment 1 of this RFP.
3. FEE PROPOSAL:
The fee proposal shall be submitted separate and concurrently with the technical
proposal, both submitted electronically in P1anetBids and as a hard copy in a
separately sealed envelope, clearly labeled as "Fee Proposal." This shall include
the firm's Standard Hourly Fee Schedule.
The fee proposal will not be opened until the proposals have been evaluated by
the proposal selection committee. The City will select the consultant based on
qualifications, and then negotiate a contract price based on available funding.
4. CERTIFICATIONS:
The following forms shall be signed and included as part of the proposal
submittal package:
• Attachment 3-1: Non -Collusion Affidavit
• Attachment 3-2: Non -Lobbying Certification
• Attachment 3-3: Non -Discrimination Certification
City of Santa Ana RFP 22-074
Page 9
IV. PROPOSAL REVIEW (CONSULTANT SELECTION)
A. EVALUATION AND RATING
The criteria for evaluating the proposals are specified in:
RFP SECTION I - INTRODUCTION / PROJECT DESCRIPTION.
B. SELECTION
The selection committee will be comprised of at least (3) City staff from multiple
departments. The committee may interview the top ranking proposers. The City will
recommend award of contracts to the proposers who will provide the best value to the
City. The City reserves the right to begin negotiations and enter into a contract without
interview or further discussions.
V. CONTRACT AWARD
A. REQUEST FOR COUNCIL ACTION
Following evaluation and rating by the proposal review committee and acceptance from
Funding agency following financial audit, the Project Manager will recommend award
contracts to the top-ranking proposer(s) that will provide the best value to the City.
B. EXECUTION OF AGREEMENT
The Scope of Services, Schedule, and Fees submitted in the proposal will be the basis of
any negotiation of final terms, which will lead to a completed agreement ready for
execution based on the standard Agreement attached herein as Attachment 2 in the
Appendix.
VI. IMPLEMENTATION
A. KICK-OFF MEETING
A kick-off meeting will be held after award of contracts. Consultants and their team
will meet with City of Santa Ana staff to conduct introductions, discuss scope of services,
and implementation processes.
B. NOTICE TO PROCEED
Prior to issuance of a formal Notice to Proceed (NTP), Consultants shall provide all
required bonds, insurance documents, and contents of the Information Packet for review
and approval by the City.
For "On -Call" contracts, individual City Project Managers will request project/task
specific proposals from Consultants on an as -needed basis. Proposals will then be
evaluated by City staff and written NTPs will be issued accordingly per each task order.
City of Santa Ana RFP 22-074
Page 10
VIL PUBLIC RECORDS
All data, documents and other products used, developed, or produced during response
preparation of this RFP will become property of the City. All responses to this RFP shall
become property of the City. Proposer information identified as proprietary information
be maintained confidential, to the extent allowed under the California Public
Records Act.
Proposals will become public record after award of contract. Proposer information
identified as proprietary information shall be maintained confidential, to the extent
allowed under the California Public Records Act.
City of Santa Ana RFP 22-074
Page 11
Appendix
ATTACHMENT 1
SCOPE OF WORK
CITY OF SANTA ANA
REQUEST FOR PROPOSALS
FOR
CITYWIDE PARKING STUDY - CONSULTING SERVICES
RFP NO.: 22-074
INTRODUCTION
The City of Santa Ana's residential permit parking program was established to limit intrusion of
nonresidential and commuter parking into residential neighborhoods citywide, by creating permit
parking districts via resolution. Since then, streets with permit parking restrictions has grown
rapidly near and around high parking generators, such as, large multifamily and/or clusters of
multifamily complexes, mixed used districts, new developments, etc. The City has experienced
significant challenges related to limited parking on public streets.
There are roughly 9,000 permits issued citywide within 27 permit parking districts. Currently
residents are eligible for parking permits if they live on a qualifying block within the established
permit parking district and live in either of the following:
1. Single-family homes: Up to U3 parking permits. 75 guest permits per year, per home.
2. Multi -family family homes with two (2) to four (4) units per parcel: U1 parking permit
maximum per dwelling unit and no guest permits.
Improving public parking supports the City's efforts to meet Goal #5 Community Health,
Livability, Engagement & Sustainability and Objective #4 (support neighborhood vitality and
livability). Achieving these goals and objectives will require addressing, not just residential
neighborhood parking, also the parking needs for commercial and parking impacted multifamily
due to the contributions of the following factors; growing number of vehicles per household,
older neighborhoods originally designed for a lower parking demand, limited parking within
multi -family communities, the number of people living in a residential unit, the use of garages
for storage and unpermitted living quarters, and new housing developments that provide minimal
parking (such as accessory dwelling units, large multi -family, etc.,). Also, continuous addition of
new residential permit parking streets, vehicles utilizing these streets for parking are displaced
and move to nearby streets, causing a "domino" effect impacting the surrounding streets and
causing for more permit parking requests.
The study will consist of the following (but not limited to) tasks and objectives to develop a
citywide permit parking program to provide balanced parking to support resident quality of life,
visitors, businesses, and commuters:
• Analysis of the current residential parking streets, regulations, enforcement, and trends;
• Review of residential parking practices in comparable cities, use as case studies;
City of Santa Ana RFP 22-074
Page Al -1
• Comprehensive analysis of parking supply and demand in two representative Santa Ana
neighborhoods;
• Extensive public outreach, including sixty (60) public meetings, twenty (20) Advisory
Committee meetings, and online comment tools.
• Recommend approaches and strategies that allow for flexibility to improve residential
area parking management.
• Evaluate and recommend Land Use policies
• Evaluate businesses operating in neighborhoods.
• Balance parking needs of residents, visitors, and commuters.
• Account for neighborhood need and quality of life.
• Administer a program that is fair and transparent.
• Consider the highest and best use of the public right-of-way.
• Streamline the administrative process.
• Apply a data driven approach.
The consultant will be required to identify feasible solutions/recommendations to the City's
current parking issues. The solutions/recommendations, which will establish a potential new
permit parking program will need to be comprehensive and address all aspects that lead to
reducing the parking demands in the City. This would include parking and land use policies.
SCOPE OF WORK
A. STAKEHOLDERS
Propose a methodology for engaging stakeholders including residents of single-family
homes, multi -family units, business property owners, and business owners. Prepare
minutes, agendas, and reports of all meetings among the City and stakeholders for review
and approval by the City's Project Manager.
B. PARKING ANALYSIS OF EXISTING CONDITIONS
• Review residential permit parking program and identify current best practices that can
be added to the City's current residential permit parking program.
• Review similar parking challenges in other cities and their strategies (i.e. permits
assigned based on number of bedrooms, then on number of units, shared
private/public lots, etc.,)
• Conduct parking audits of permit parking districts citywide.
• Current enforcement strategies.
• Current planning impacts.
C. PARKING MANAGEMENT
City of Santa Ana RFP 22-074
Page Al -2
Provide the City with a policy, criteria or guidelines to manage future requests from
residents in both residential zones (single-family, multi -family, live/work and mix -use) to
augment/modify existing parking regulations and can include the following:
• Limit the number of permits issued for vehicles per household
• Evaluate alternative permit parking options by time of day (e.g. weekends, overnight,
etc.) and related issues/challenges.
• Evaluate code and policies related to the management of multi -family and
commercial developments adjacent to single-family residences.
• Identify potential opportunities for shared parking areas including public/private
shared use agreements for parking.
• Revised parking standards for development and planning to adequately address
projects parking needs. i.e., use only City of Santa Ana development projects as
reference when performing a parking demand analysis.
• Evaluate the use of paid parking (i.e. parking meters and stalls) in commercial
corridors that are adjacent to residential parking areas.
• Explore the use of alternative striping for parking including diagonal and
perpendicular stalls in multi -family residential areas to maximize parking.
• Evaluate parking permit cost by income limits established by Santa Ana Housing
Authority housing income limits* OR another appropriate qualifying criterion.
• Explore/recommend enforcement technologies, i.e., mobile license plate readers.
D. PLAN OF ACTION AND IMPLEMENTATION
• Develop an implementation/action plan that addresses recommended actions (parking
management strategies), timeframes, costs, staffing, including demand management.
Identify those actions that can be done in the short-term to improve program_ , as well
as, long term actions.
• Recommend potential revisions to the existing residential permit parking program
including revised program options. An elimination option is not to be considered.
• Recommend revisions to streamline both Interest Form and Petition approval process.
• Perform financial analysis of the City's existing program and recommended program;
recommendation new permit fees.
City of Santa Ana RFP 22-074
Page Al -3
E. DELIVERABLES
• Develop a schedule for the public outreach and preparation of the tasks and objectives
outlined in the Project Scope and Introduction, including staff review, and City
Council review.
• Parking recommendations related to all housing types, occupancy, tenure,
affordability, and parking requirements.
• Provide Action/Implementation Plan including recommended short-term and long-
term actions.
• Provide staff with bi-weekly e-mail progress reports and memos at various project
stages, updates as necessary.
• Prepare public meeting presentation materials, miscellaneous letters and memos as
required by City staff, in paper and electronic formats.
REFERENCE:
See link for existing permit parking information.
https://www.santa-ana.org/pw/parking-permits
City of Santa Ana RFP 22-074
Page Al -4
Appendix
ATTACHMENT 2
STANDARD AGREEMENT
CONSULTANT AGREEMENT
CITY OF SANTA ANA
THIS AGREEMENT is made and entered into on this day of , 2022 by and between
("Consultant"), and
the City of Santa Ana, a charter city and municipal corporation organized and existing under the
Constitution and laws of the State of California ("City").
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the field of-
B. Consultant represents that Consultant is able and willing to provide such services to the
City.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform during the term of this Agreement, the tasks and obligations
including all labor, materials, tools, equipment, and incidental customary work required to fully
and adequately complete the services described and set forth in Scope of Services - Exhibit A,
attached hereto and incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services for
City, the rates and charges identified in Compensation - Exhibit B. The total amount
to be expended under this Agreement shall not exceed $450,000 during the term of this
Agreement, including any extension periods exercised under Section 3.
Page 1 of 11
-- -Non=Fed-Funding (6.1:2020) -
b. Payment by City shall be made within 45 days (forty-five) days following receipt of
proper invoice evidencing work performed, subject to City accounting procedures.
Payment need not be made for work which fails to meet the standards of performance
set forth in the Recitals which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above for a
with the option for the City to grant up to a renewals, exercisable by a writing
by the City Manager and the City Attorney, unless terminated earlier in accordance with Section
16, below.
4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq.,
and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq.,
("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the
performance of other requirements on "public works" and "maintenance" projects. If the services
being performed are part of an applicable "public works" or "maintenance" project, as defined by
the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to
fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the
City, its elected officials, officers, employees and agents free and harmless from any claim or
liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer -employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
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perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all
Documents & Data. Consultant makes no such representation and warranty in regard to
Documents & Data which were provided to Consultant by the City. City shall not be limited in
any way in its use of the Documents and Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City's sole risk.
7. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain
and shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Commercial General Liability Insurance. Consultant shall maintain commercial
general liability insurance naming the City, its officers, employees, agents,
volunteers and representatives as additional insured(s) and shall include, but not be
limited to protection against claims arising from bodily and personal injury,
including death resulting therefrom and damage to property, resulting from any act
or occurrence arising out of Consultant's operations in the performance of this
Agreement, including, without limitation, acts involving vehicles. The amounts of
insurance shall be not less than the following: single limit coverage applying to
bodily and personal injury, including death resulting therefrom, and property
damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the
aggregate. Such insurance shall (a) name the City, its officers, employees, agents,
and representatives as additional insured(s); (b) be primary and not contributory
with respect to insurance or self-insurance programs maintained by the City; and
(c) contain standard separation of insureds provisions.
b. Business automobile liability insurance, or equivalent form, with a combined single
limit of not less than $1,000,000 per occurrence. Such insurance shall include
coverage for owned, hired and non -owned automobiles.
C. Worker's Compensation Insurance. In accordance with the provisions of Section
3700 of the Labor Code, Consultant, if Consultant has any employees, is required
to be insured against liability for worker's compensation or to undertake self-
insurance. Prior to commencing the performance of the work under this
Agreement, Consultant agrees to obtain and maintain any employer's liability
insurance with limits not less than $1,000,000 per accident.
d. If Consultant is or employs a licensed professional such as an architect or engineer:
Professional liability (errors and omissions) insurance, with a combined single limit
of not less than $1,000,000 per claim with $2,000,000 in the aggregate.
e. The following requirements apply to the insurance to be provided by Consultant
pursuant to this section:
i. Consultant shall maintain all insurance required above in full force and
effect for the entire period covered by this Agreement.
ii. Certificates of insurance shall be furnished to the City upon execution of
this Agreement and shall be approved by the City.
iii. Certificates and policies shall state that the policies shall not be canceled or
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reduced in coverage or changed in any other material aspect without thirty
(30) days prior written notice to the City.
iv. Where the amounts or coverage provided by the certificates of insurance
provides coverage greater than those listed by this Agreement, the amounts
provided by the certificates of insurance shall be incorporated by reference
into the Agreement.
V. Consultant shall supply City with a fully executed additional insured
endorsement.
f. If Consultant fails or refuses to produce or maintain the insurance required by this
section or fails or refuses to furnish the City with required proof that insurance has
been procured and is in force and paid for, the City shall have the right, at the City's
election, to forthwith terminate this Agreement. Such termination shall not affect
Consultant's right to be paid for its time and materials expended prior to notification
of termination. Consultant waives the right to receive compensation and agrees to
indemnify the City for any work performed prior to approval of insurance by the
City.
8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, contractors, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Consultant, its subcontractors, agents, employees, or other persons
acting on its behalf which relates to the services described in section 1 of this Agreement; and (2)
from any claim that personal injury, damages, just compensation, restitution, judicial or equitable
relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and
hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial
or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in
this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant
further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including
fees and costs for special counsel to be selected by the City, regarding any action by a third party
challenging the validity of this Agreement, or asserting that personal injury, damages, just
compensation, restitution, judicial or equitable relief due to personal or property rights arises by
reason of the terms of, or effects arising from this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing,
to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity
shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of,
pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States'
letters patent, trademark, or copyright infringement, including costs, contained in the work product
or documents provided by Consultant to the City pursuant to this Agreement.
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10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Consultant under this Agreement.
11. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information" shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Consultant disclosed in a publicly available source; (e) is in rightful possession of the Consultant
without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Consultant without reference to information disclosed by the
City.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under this
Agreement.
13. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic
information, or military and veteran status, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization,
promotion, termination or other employment related activities or any services provided under this
Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all
applicable federal, state and local laws and regulations.
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14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the terms
of this Agreement shall prevail. This Agreement may not be modified except by written instrument
signed by the City and by an authorized representative of Consultant. The parties agree that any
terms or conditions of any purchase order or other instrument that are inconsistent with, or in
addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each
party to this Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any
party, which is not embodied herein.
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement shall
be construed to limit the City's ability to have any of the services which are the subject to this
Agreement performed by City personnel or by other consultants retained by City.
16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to
deliver to the City all work product(s) completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Consultant consents to the City's use thereof for such purposes as the City deems
appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
17. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
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18. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
19. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and
in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective parties to each of the terms of
this Agreement, and shall indemnify City fully, including reasonable costs and
attorney's fees, for any injuries or damages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
21. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
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With courtesy copies to:
Nabil Saba
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
Fax: 714-647-5635
To Consultant:
First & Last Name
Title
Consultant Firm Name
Address
City, State, Zip
Fax:
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
time frames, weekends, federal, state, County or City holidays shall be excluded.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
Daisy Gomez
Clerk of the Council
CITY OF SANTA ANA
Kristine Ridge
City Manager
Non -Fed Funding (6.12020)- __
Page 8 of 11
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
Bv:
John Funk
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Nabil Saba
Executive Director
Public Works Agency
CONSULTANT:
(name)
(title)
Non -Fed Funding (6.1.2020)
Page 9 of 11
EXHIBIT A
SCOPE OF SERVICES
Page 10 of 11
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EXHIBIT B
COMPENSATION
Fee Proposal including hourly rates if applicable
Page 11 of 11
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Appendix
ATTACHMENT 3-1 NON -COLLUSION AFFIDAVIT
CERTIFICATIONS
NON -COLLUSION AFFIDAVIT
(Title 23 United States Code Section 112 and
Public Contract Code Section 7106)
To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS
In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER
declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership,
company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that
the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham
bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone
else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any
manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the
bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price,
or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract
of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further,
that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or
the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to
any corporation, partnership, company association, organization, bid depository, or to any member or agent
thereof to effectuate a collusive or sham bid.
Note: The above Non -Collusion Affidavit is part of the Proposal. Signing this Proposal on the
signature portion thereof shall also constitute signature of this Non -Collusion Affidavit. BIDDERS
are cautioned that making a false certification may subject the certifier to criminal prosecution.
Signed
State of California
County of
Subscribed and sworn to (or affirmed) before me on this day of 20_, by
, proved to me on the basis of satisfactory evidence to be the person(s) who appeared
before me.
Notary Public Signature Notary Public Seal
City of Santa Ana RFP 22-074
Page A3-1 -
Appendix
ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION
CERTIFICATIONS
The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her
knowledge and belief, that:
1. No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to
any person for influencing or attempting to influence an officer or employee of any federal agency, a
Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress
in connection with the awarding of any federal contract, the making of any federal grant, the making
of any federal loan, the entering into of any cooperative agreement, and the extension, continuation,
renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement.
2. If any funds other than federal appropriated funds have been paid or will be paid to any person for
influencing or attempting to influence any officer or employee of any federal agency, a Member of
Congress, an officer or employee of Congress, or an employee of a Member of Congress in
connection with this federal contract, grant loan, loan or cooperative agreement, the undersigned
shall complete and submit a "Disclosure of Lobbying Activities".
This certification is a material representation of fact upon which reliance was placed when this transaction was made
or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed
by Section 1352, Title 31, U. S. Code. Any person who fails to file the required certification shall be subject to a civil
penalty of not less than $10,000 and not more than $100,000 for each such failure.
The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the
language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub
recipients shall certify and disclose accordingly.
Firm
Signed and Printed Name:
Title
Date
City of Santa Ana RFP 22-074
Page A3-2
Appendix
ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION
CERTIFICATIONS
The undersigned consultant or corporate officer, during the performance of this contract, certifies as
follows:
1. The Consultant shall not discriminate against any employee or applicant for employment because of
race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure
that applicants are employed, and that employees are treated during employment without, regard to
their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the
following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising;
layoff or termination; rates of pay or other forms of compensation; and selection for training,
including apprenticeship. The Consultant agrees to post in conspicuous places, available to
employees and applicants for employment, notices to be provided setting forth the provisions of this
nondiscrimination clause.
2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of
the Consultant, state that all qualified applicants will receive consideration for employment without
regard to race, color, religion, sex, or national origin.
The Consultant shall send to each labor union or representative of workers with which he/she has a
collective bargaining agreement or other contract or understanding, a notice to be provided advising
the said labor union or workers' representatives of the Consultant's commitmepts under this section,
and shall post copies of the notice in conspicuous places available to employees and applicants for
employment.
4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965,
and of the rules, regulations, and relevant orders of the Secretary of Labor.
5. The Consultant shall furnish all information and reports required by Executive Order 11246 of
September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant
thereto, and will permit access to his/her books, records, and accounts by the administering agency
and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules,
regulations, and orders.
6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract
or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or
suspended in whole or in part and the Consultant may be declared ineligible for further Government
contracts or federally assisted construction contracts in accordance with procedures authorized in
Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and
remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule,
regulations, or order of the Secretary of Labor, or as otherwise provided by law.
7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and
the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted
City of Santa Ana RFP 22-074
Page A3-3 - -
by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive
Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract
or purchase order as the administering agency may direct as means of enforcing such provisions,
including sanctions for noncompliance; provided, however, that in the event the Consultant becomes
involved in, or is threatened with, litigation with a sub -consultant or vendor as a result of such
direction by the administering agency, the Consultant may request that the United States enter into
such litigation to protect the interests of the United States.
8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as
amended,
No discrimination shall be made in the employment of persons upon public works because of race,
religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or
sex of such persons, except as provided in Section 1420, and any consultant of public works violating
this Section is subject to all the penalties imposed for a violation of the Chapter.
Signed:
Title:
Firm:
Date:
City of Santa Ana RFP 22-074
Page A3-4
EXHIBIT 2
CONSULTANT AGREEMENT BETWEEN THE
CITY OF SANTA ANA AND DIXON RESOURCES
UNLIMITED TO CONDUCT A CITYWIDE PARKING STUDY
THIS AGREEMENT is made and entered into on this 61h day of September, 2022 by and between
Dixon Resources Unlimited, ("Consultant"), and the City of Santa Ana, a charter city and
municipal corporation organized and existing under the Constitution and laws of the State of
California ("City").
RECITALS
A. The City desires to retain a Consultant having special skill and knowledge in the field of
conducting a citywide parking study to establish a potential new permit parking program
in the City.
B. Consultant represents that Consultant is able and willing to provide such services to the
City.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform during the term of this Agreement, the services described in the
scope of work that was included in RFP No. 22-074 and that is attached as Exhibit A, and as
further delineated in Contractor's proposal, which is attached as Exhibit B and incorporated in
full.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services for
City, the rates and charges identified in Fee Proposal - Exhibit C. The total amount
to be expended during the term of this Agreement including any extension periods
shall not exceed $500,000.
b. Payment by City shall be made within forty-five (45) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. Payment
need not be made for work which fails to meet the standards of performance set forth
in the Recitals which may reasonably be expected by City.
Page 1
3. TERM
This Agreement shall commence on the date first written above for a two (2) year term
with the option for the City to grant up to a one M-year renewal, exercisable by a writing by the
City Manager and the City Attorney, unless terminated earlier in accordance with Section 15,
below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent Consultant and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer -employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all
Documents & Data. Consultant makes no such representation and warranty in regard to
Documents & Data which were provided to Consultant by the City. City shall not be limited in
any way in its use of the Documents and Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City's sole risk.
6. INSURANCE
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 and the results of that work by the Contractor, his agents,
representatives, employees or subcontractors.
MINIMUM SCOPE OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG
00 01 covering CGL on an "occurrence" basis, including products and
Page 2
completed operations, property damage, bodily injury and personal &
advertising injury with limits no less than
$1,000,000 per occurrence. If a general aggregate limit applies, either the general
aggregatelimit shall apply separately to this project/location (ISO CG 25 03
or 25 04) or the generalaggregate limit shall be twice the required occurrence
limit.
2. Automobile Liability: Insurance Services Office Form Number CA 0001
covering, Codel (any auto), or if Consultant has no owned autos, Code 8
(hired) and 9 (non -owned), withlimit no less than $1,000,000 per accident
for bodily injury and property damage. (Not required if consultant does not
require an automobile to perform services.)
3. Workers' Compensation insurance as required by the State of California,
with StatutoryLimits, and Employer's Liability Insurance with limit of no
less than $1,000,000 per accident for bodily injury or disease. (Not required
if consultant provides written verification it has no employees.)
4. Professional Liability (Errors and Omissions) Insurance appropriates to the
Consultant'sprofession, with limit no less than $1,000,000 per occurrence or
claim, $2,000,000 aggregate.
If the Consultant maintains broader coverage and/or higher limits than the
minimums shown above, the Entity requires and shall be entitled to the
broader coverage and/or the higher limits maintained by the contractor. Any
available insurance proceeds in excess of the specified minimum limits of
insurance and coverage shall be available to the Entity.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
Additional Insured Status
The Entity, its officers, officials, employees, and volunteers are to be covered
as additional insureds on the CGL policy with respect to liability arising out of
work or operations performed by or on behalf of the Consultant including
materials, parts, or equipment furnished in connection with such work or
operations. General liability coverage can be provided in the form of an
endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20
10 11 85 or bothCG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37
forms if later revisions used).
Primary Coverage
For any claims related to this contract, the Consultant's insurance coverage shall
be primary insurance primary coverage at least as broad as ISO CG 20 0104 13
as respects the Entity, its officers, officials, employees, and volunteers. Any
insurance or self-insurance maintained by the Entity, its officers, officials,
employees, or volunteers shall be excess of the Consultant's insuranceand shall not
contribute with it.
Page 3
Notice of Cancellation
Each insurance policy required above shall state that coverage shall not be
canceled, except withnotice to the Entity.
Waiver of Subrogation
Consultant hereby grants to Entity a waiver of any right to subrogation which any
insurer of said Consultant may acquire against the Entity by virtue of the payment
of any loss under such insurance. Consultant agrees to obtain any endorsement that
may be necessary to affect this waiverof subrogation, but this provision applies
regardless of whether or not the Entity has received a waiver of subrogation
endorsement from the insurer.
Self -Insured Retentions
Self -insured retentions must be declared to and approved by the Entity. The Entity
may require theConsultant to purchase coverage with a lower retention or provide
proof of ability to pay losses and related investigations, claim administration, and
defense expenses within the retention. The policy language shall provide, or be
endorsed to provide, that the self -insured retention may be satisfied by either the
named insured or Entity.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a
current
A.M. Best's rating of no less than ANII, unless otherwise acceptable to the Entity.
Claims Made Policies
If any of the required policies provide coverage on a claims -made basis:
1. The Retroactive Date must be shown and must be before the date of the
contract or the beginning of contract work.
Z Insurance must be maintained and evidence of insurance must be provided for at least
five
(S) years after completion of the contract of work.
3. If coverage is canceled or non -renewed, and not replaced with another
claims -made policyform with a Retroactive Date prior to the contract
effective date, the Consultant must purchase "extended reporting" coverage
for a minimum of five (5) years after completion of contract work.
Verification of Coverage
Consultant shall furnish the Entity with original Certificates of Insurance including
all required amendatory endorsements (or copies of the applicable policy language
effecting coverage requiredby this clause) and a copy of the Declarations and
Endorsement Page of the CGL policy listing allpolicy endorsements to Entity
before work begins. However, failure to obtain the required documents prior to the
work beginning shall not waive the Consultant's obligation to provide them. The
Entity reserves the right to require complete, certified copies of all required
insurance policies, including endorsements required by these specifications, at any
time.
Page 4
Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance
meeting all the requirements stated herein, and Contractor shall ensure that Entity
is an additional insured on insurance required from subcontractors.
Special Risks or Circumstances
Entity reserves the right to modify these requirements, including limits, based on
the nature of the risk, prior experience, insurer, coverage, or other special
circumstances.
7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, contractors, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Contractor, its subcontractors, agents, employees, or other persons
acting on its behalf which relates to the services described in section 1 of this Agreement; and (2)
from any claim that personal injury, damages, just compensation, restitution, judicial or equitable
relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and
hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial
or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in
this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant
further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including
fees and costs for special counsel to be selected by the City, regarding any action by a third party
challenging the validity of this Agreement, or asserting that personal injury, damages, just
compensation, restitution, judicial or equitable relief due to personal or property rights arises by
reason of the terms of, or effects arising from this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing,
to the extent Contractor's services are subject to Civil Code Section 2782.8, the above indemnity
shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of,
pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States'
letters patent, trademark, or copyright infringement, including costs, contained in the work product
or documents provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
Page 5
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Consultant under this Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information" shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant
without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Consultant without reference to information disclosed by the
City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under this
Agreement.
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic
information, or military and veteran status, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization,
promotion, termination or other employment related activities or any services provided under this
Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all
applicable federal, state and local laws and regulations.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Contractor, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the terms
of this Agreement shall prevail. This Agreement may not be modified except by written instrument
signed by the City and by an authorized representative of Contractor. The parties agree that any
Page 6
terms or conditions of any purchase order or other instrument that are inconsistent with, or in
addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each
party to this Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any
party, which is not embodied herein.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Contractor,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement shall
be construed to limit the City's ability to have any of the services which are the subject to this
Agreement performed by City personnel or by other Contractors retained by City.
15. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to
deliver to the City all work product(s) completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Consultant consents to the City's use thereof for such purposes as the City deems
appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
17. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
Page 7
18. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and
in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
19. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-43)
P.O. Box 1988
Santa Ana, California 92702
To Contractor:
Julie Dixon
President
Dixon Resources Unlimited
3639 Midway Drive, Ste. B345
San Diego, CA 92110
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
Page 8
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
time frames, weekends, federal, state, County or City holidays shall be excluded.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective parties to each of the terms of
this Agreement, and shall indemnify City fully, including reasonable costs and
attorney's fees, for any injuries or damages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
b. The Agreement is the final and complete agreement and any prior or
contemporaneous agreements for similar services between the parties is superseded
by this Agreement. This shall not apply where the Parties are currently engaged
and Consultant is providing services not contemplated by this Agreement.
All Exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
[Signatures on the following page]
Page 9
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
Clerk of the Council
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
a. gym°
Jose Montoya
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Nabil Saba P.E.
Executive Director
Public Works Agency
CITY OF SANTA ANA
Kristine Ridge
City Manager
CONSULT
Julie Dixon
Project Manager
Page 10
EXHIBIT A
Appendix.
ATTACHMENT I
SCOPE OF WORK
CITY OF SANTA ANA
REQUEST FOR PROPOSALS
FOR
CITYWIDE PARKING STUDY - CONSULTING SERVICES
RFP NO.: 22-074
INTRODUCTION
The City of Santa Ana's residential permit parking program was established to limit intrusion of
nonresidential and commuter parking into residential neighborhoods citywide, by creating permit
parking districts via resolution. Since then, streets with permit parking restrictions has grown
rapidly near and around high parking generators, such as, large multifamily and/or clusters of
multifamily complexes, mixed used districts, new developments, etc. The City has experienced
significant challenges related to limited parking on public streets.
There are roughly 9,000 permits issued citywide within 27 permit parking districts. Currently
residents are eligible for parking permits if they live on a qualifying block within the established
permit parking district and live in either of the following:
1. Single-family homes: Up to U3 parking permits. 75 guest permits per year, per home.
2. Multi -family family homes with two (2) to four (4) units per parcel: U1 parking permit
maximum per dwelling unit and no guest permits.
Improving public parking supports the City's efforts to meet Goal #5 Community Health,
Livability, Engagement & Sustainability and Objective #4 (support neighborhood vitality and
livability). Achieving these goals and objectives will require addressing, not just residential
neighborhood parking, also the parking needs for commercial and parking impacted multifamily
due to the contributions of the following factors; growing number of vehicles per household,
older neighborhoods originally designed for a lower parking demand, limited parking within
multi -family communities, the number of people living in a residential unit, the use of garages
for storage and unpermitted living quarters, and new housing developments that provide minimal
parking (such as accessory dwelling units, large multi -family, etc.,). Also, continuous addition of
new residential permit parking streets, vehicles utilizing these streets for parking are displaced
and move to nearby streets, causing a "domino" effect impacting the surrounding streets and
causing for more permit parking requests.
The study will consist of the following (but not limited to) tasks and objectives to develop a
citywide pen -nit parking program to provide balanced parking to support resident quality of life,
visitors, businesses, and commuters:
• Analysis of the current residential parking streets, regulations, enforcement, and trends;
• Review of residential parking practices in comparable cities, use as case studies;
City of Santa Ana RFP 22-074
Page Al -1
• Comprehensive analysis of parking supply and demand in two representative Santa Ana
neighborhoods;
• Extensive public outreach, including sixty (60) public meetings, twenty (20) Advisory
Committee meetings, and online comment tools.
• Recommend approaches and strategies that allow for flexibility to improve residential
area parking management.
• Evaluate and recommend Land Use policies
• Evaluate businesses operating in neighborhoods.
• Balance parking needs of residents, visitors, and commuters.
• Account for neighborhood need and quality of life.
• Administer a program that is fair and transparent.
• Consider the highest and best use of the public right-of-way.
• Streamline the administrative process.
• Apply a data driven approach.
The consultant will be required to identify feasible solutions/recommendations to the City's
current parking issues. The solutions/recommendations, which will establish a potential new
permit parking program will need to be comprehensive and address all aspects that lead to
reducing the parking demands in the City. This would include parking and land use policies.
SCOPE OF WORK
A. STAKEHOLDERS
Propose a methodology for engaging stakeholders including residents of single-family
homes, multi -family units, business property owners, and business owners. Prepare
minutes, agendas, and reports of all meetings among the City and stakeholders for review
and approval by the City's Project Manager.
B. PARKING ANALYSIS OF EXISTING CONDITIONS
• Review residential permit parking program and identify current best practices that can
be added to the City's current residential permit parking program.
• Review similar parking challenges in other cities and their strategies (i.e. permits
assigned based on number of bedrooms, then on number of units, shared
private/public lots, etc.,)
• Conduct parking audits of permit parking districts citywide.
• Current enforcement strategies.
• Current planning impacts.
C. PARKING MANAGEMENT
City of Santa Ana RFP 22-074
Page Al -2
Provide the City with a policy, criteria or guidelines to manage future requests from
residents in both residential zones (single-family, multi -family, live/work and mix -use) to
augment/modify existing parking regulations and can include the following:
• Limit the number of permits issued for vehicles per household
• Evaluate alternative permit parking options by time of day (e.g. weekends, overnight,
etc.) and related issues/challenges.
• Evaluate code and policies related to the management of multi -family and
commercial developments adjacent to single-family residences.
• Identify potential opportunities for shared parking areas including public/private
shared use agreements for parking.
• Revised parking standards for development and planning to adequately address
projects parking needs. i.e., use only City of Santa Ana development projects as
reference when performing a parking demand analysis.
• Evaluate the use of paid parking (i.e. parking meters and stalls) in commercial
corridors that are adjacent to residential parking areas.
• Explore the use of alternative striping for parking including diagonal and
perpendicular stalls in multi -family residential areas to maximize parking.
• Evaluate parking permit cost by income limits established by Santa Ana Housing
Authority housing income limits* OR another appropriate qualifying criterion.
• Explore/recommend enforcement technologies, i.e., mobile license plate readers.
D. PLAN OF ACTION AND IMPLEMENTATION
• Develop an implementation/action plan that addresses recommended actions (parking
management strategies), timeframes, costs, staffing, including demand management.
Identify those actions that can be done in the short-term to improve program_ , as well
as, long term actions.
• Recommend potential revisions to the existing residential permit parking program
including revised program options. An elimination option is not to be considered.
• Recommend revisions to streamline both Interest Form and Petition approval process.
• Perform financial analysis of the City's existing program and recommended program;
recommendation new permit fees.
City of Santa Ana RFP 22-074
Page Al -3
E. DELIVERABLES
• Develop a schedule for the public outreach and preparation of the tasks and objectives
outlined in the Project Scope and Introduction, including staff review, and City
Council review.
• Parking recommendations related to all housing types, occupancy, tenure,
affordability, and parking requirements.
• Provide Action/Implementation Plan including recommended short-term and long-
term actions.
• Provide staff with bi-weekly e-mail progress reports and memos at various project
stages, updates as necessary.
• Prepare public meeting presentation materials, miscellaneous letters and memos as
required by City staff, in paper and electronic formats.
REFERENCE:
See link for existing permit parking information.
https://www.santa-ana.org/pw/parking-permits
City of Santa Ana RFP 22-074
Page Al -4
EXHIBIT B
DIXON FEHR-'PEERS
RESOURCES UNLIMI_EC
district in Downtown where specific parking management strategites can be deployed towards
achieving a "park -once" walkable transit zone.
A detailed data collection survey was undertaken to document the supply, type, and hourly
demand of the parking facilities including surface lots and on -street spaces encompassing a total
of approximately 3,731 parking spaces. The study identified hot -spots of parking demand during
different time periods of the data collection days.
The study included identification of parking management strategies that can be implemented
either in isolation or combined as part of a larger management strategy in support of a "park -
once" program. Potential timing and relative cost of the various strategies was provided, as well
as case studies from other Southern California cities. The study recommended a number of next
steps for the City to undertake as part of the development of a "park -once" zone.
Selena Kelaher, Associate Planner, (714) 667-2740, skelaher@santa-ana.org
F. References
City Name �
contact Name
.. Title
Email Address
Costa Mesa
Jennifer Rosales
Transportation Services
jennifer.rosales@costamesaca.gov
Manager
Norwalk
Miguel Lucero
Management Analyst
mlucero@norwalkca.gov
Pasadena
Jon Hamblen
Parking Manager
jhamblen@cityofpasadena.net
Santa Ana
Selena Kelaher
Associate Planner
skelaher@santa-ana.org
Section 2. Scope of Services and Schedule
The following workplan addresses the technical approach, methodology, and specific tasks that will be
performed as part of the Scope of Work detailed in the Request for Proposals. Below is a summary of the
deliverables associated with each task; however, it should be noted that the Project Team is adaptive to
the City's needs. We will work with the City and, based upon the evolution of the Project, we will adjust our
deliverables to ensure ongoing alignment with project goals and overall project plan priorities.
Task A: Project Management
Our team will engage City staff throughout the duration of the project to support a collaborative project
management approach. The proposed budget includes all costs to support a project kickoff meeting and
ongoing project management. We will plan to schedule bi-weekly teleconference meetings with the project
team to provide project updates, collaborate, and address challenges. Additional meetings to be scheduled
as required.
To facilitate document sharing, we will establish a shared project folder (such as Dropbox, Google,
SharePoint, or similar) so that City staff can easily provide the relevant documentation for our review. We
will maintain this folder throughout the duration of the project to keep all project files organized and
accessible.
Dixon Resources Unlimited I Citywide Parking Study for City of Santa Ana 12
DIXON FEHRtPEERS
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Task A. Deliverables
• DIXON will assign Julie Dixon as the overall Project Manager. Kellie Dugdale will serve as the primary
project support and serve as the single point of contact for overall communications and project
coordination with the City.
• The Project Team will conduct an in person or virtual project kickoff meeting to prioritize objectives
and tasks, finalize the schedule, and request background data from the City. During this phase, the
Project Team will achieve a thorough understanding of site context to clarify the City's near,
medium, and long-term planning objectives. DIXON will prepare and distribute an agenda and
minutes for the kick-off meeting.
• In coordination with City staff, The Project Team will obtain all relevant data to assist with the
project including past studies, available data, staff reports, and existing parking management
strategies.
• The Project Team will conduct bi-weekly project meetings for the duration of the project. During
each meeting, DIXON will provide a project overview and status, highlight problems and corrective
measures, and present the next steps. Meetings and project status will be memorialized and
distributed to City Staff via e-mail.
Task B: Stakeholder Input
DIXON specializes in stakeholder engagement and communications. Each one of our municipal projects
introduces an element of stakeholder engagement. Input from city staff, external stakeholders, advisory
groups, and decision makers are a critical part of any municipal program. With each project, we assume a
leadership role in coordinating a public involvement strategy to ensure inclusion and transparency with a
broad range of stakeholders, including residents, and downtown merchants and businesses, to solicit
feedback and improve recommendations. This allows us to bring a local approach to the way we do business
and successfully identify operations, management, and technology recommendations.
The response to our communication efforts have been extremely positive and municipal administrators
have openly and readily received our recommendations as a result of ongoing stakeholder support and
investment. We recently completed an extensive stakeholder outreach process for the City of Costa Mesa
where their City Council and staff openly expressed and shared their appreciation for our hands on
approach and how the community felt included and heard throughout the process.
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Examples of virtual stakeholder engagement facilitated during COVID-19.
Dixon Resources Unlimited I Citywide Parking Study for City of Santa Ana 13
DIXON FEHRtPEERS
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In addition to our direct involvement with staff, stakeholders, advisory groups, and decision makers, DIXON
utilizes other opportunities to involve the community including Field Intercept Interviews, Web Survey
Tools, Knock -and -Talk Surveys, and customized Focus Groups. We have also successfully transitioned to
several online outreach tools that allow for remote participation in the current COVID-19 environment.
Each project is unique, and we develop a public participation plan based upon localized needs. We view
each stakeholder meeting as an opportunity to develop our skills and apply lessons learned from past
projects. DIXON has been invited to present many of these lessons ("How to Identify and Define Your
Stakeholders") at a variety of industry conferences.
The Project Team's stakeholder engagement methodology is flexible, and we are committed to adapting to
the specific needs of each project. We utilize a combination of in -person and virtual meetings with key
stakeholder groups, facilitate large public meetings, and utilize online survey tools to reach as many
members of the community as possible. We typically recommend hosting meetings with a combination of
user groups including residents of single-family homes, multi -family units, business property owners, and
business owners so that the community can understand the diversity of parking challenges and needs.
Focus group meetings are another opportunity to dive deeper into the unique challenges and priorities for
each user group, especially when soliciting feedback about draft recommendations.
For the City of Tustin, after an extensive public outreach campaign, over 100 residents joined a community
meeting to discuss residential permit parking. In the City of Pasadena, there are several commercial areas
with distinct business associations, parking commissions, meter commissions, and other advisory groups
that influence the parking system. In addition to hosting 12+ virtual and in -person stakeholder meetings
throughout the span of the project, two online surveys were conducted which received over 1,200 total
responses. A two-day in -person stakeholder site visit was also conducted through four key business districts
to poll business owners and employees and encourage participation in the online survey.
For the City of Costa Mesa, an online Residential Parking Survey was available online with English and
Spanish language options. 356 residents responded, and 4 percent of respondents took the survey in
Spanish. Four virtual community meetings were also held at various stages of the project, with over 130+
total residents in attendance.
Task B. Deliverables:
• The Project Team will formalize the public outreach and stakeholder engagement strategy and
timeline into a Public Participation Plan for staff comment and approval.
• The Project Team will coordinate up to sixty (60) public meetings and twenty (20) Advisory
Committee meetings. Meetings will be strategically scheduled to maximize each site visit. DIXON
will manage the overall plan and Fehr & Peers will provide local support.
• The Project Team will work with the City to develop and finalize a schedule for the public and
Advisory Committee meetings.
• The Project Team will prepare public meeting presentation materials, and miscellaneous letters
and memos to support the stakeholder engagement strategy.
• Our process will support an open and transparent relationship with stakeholders that ensures
collaboration with the City. We will discuss the current rules that govern residential permit parking
and work with stakeholders to further characterize the cause of parking shortages and demands.
These discussions will identify industry best practices that can be added to the City's current
residential permit parking program.
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DIXON FEHRtPEERS
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• The Project Team will issue an online survey, advertised through social media, to maximize
stakeholder participation. DIXON will develop online survey questions that inquire about
community demographics, parking perceptions, parking needs, and solicit feedback for
incorporation into the overall recommendations. Online survey results will be summarized on a
geographical basis and included in future stakeholder outreach presentations.
• The Project Team will prepare minutes, agendas, and reports of all meetings for review and
approval by the City's Project Manager.
Task C: Parking Analysis of Existing Conditions
The Project Team will review the City's existing residential permit parking program and collect and evaluate
parking data to identify the immediate policies, procedures, and implementation plan that will be needed
to address parking shortages. This will include an analysis of current residential parking streets, regulations,
enforcement, and trends.
During this phase, the Project Team will conduct an Existing Conditions Assessment. The Team will meet
with City staff and key stakeholders on -site and virtually to review current processes and identify future
needs. This will include an evaluation of business operating in neighborhoods. During our review, we will
leverage our experience and understanding of parking and mobility data, as well as parking utilization data,
to understand how parking demand varies by time of day, time of year, etc. To better understand
community needs, we will also review data related to regional and local demographics,
housing/development, workforce, commuting, and other relevant data such as transit and mobility data.
This includes a review and analysis of data collected through previous studies as well as current planning
impacts. We will also interview City staff to understand how the parking operation functions currently, and
we will review any documented policies and business rules related to the City's existing parking
management programs.
Task C. Deliverables
• In coordination with City staff, the Project Team will obtain all relevant data to assist with the
project including, but not limited to, parking counts, staffing reports, City Council agenda reports,
and existing parking management strategies. We will examine all relevant material, current vendor
agreements, permitting procedures, and/or strategic planning documents to prepare for the on -
site assessment.
• During a two-day Operational Needs Assessment, our Team will meet with stakeholders and
representatives from various City departments to examine existing program details and discuss
recommendations for revamping the permit parking program.
• During the Operational Needs Assessment, DIXON will evaluate the City's existing permit parking
program with an emphasis on the residential streets and areas where parking demand and spillover
effects are greatest. The assessment will include a comparative review addressing technology,
staffing, and organizational requirements across core functional areas such as finance, asset
management, operations, maintenance, and workforce management, with the understanding that
the City's policies will need to be modified to optimize the parking system. Findings and
recommendations will be discussed with the City during a debrief meeting and incorporated into
the Parking Action and Implementation Plan outlined in Task E.
• DIXON will identify any operational / technology concerns that the City should consider for future
implementation purposes.
Dixon Resources Unlimited I Citywide Parking Study for City of Santa Ana 15
DIXON FEHRtPEERS
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Task D. Data Collection and Analysis
The Project Team will prepare a parking usage survey to better understand parking impacts throughout the
community and help determine recommendations. Our team understands the importance of making data -
driven decisions to address the community's perception of parking availability and optimize the operation.
The main factor for making data -driven decisions is having an occupancy threshold above or below 85%. A
parking occupancy rate greater than 85% is considered approaching the parking limit threshold. Parking
occupancy rates less than 85% is considered as having adequate parking supply. With well over 10,000
block faces in the City of Santa Ana, a project of this size requires a creative approach because traditional
methods of collecting data for the entire City will be budget and time prohibitive. The goal of data collection
will be to construct a comprehensive strategy specific to the City's needs with a realistic and effective data
collection plan that delivers quality results. Results from the parking survey will help guide the prioritization
and timing recommended within the City of Santa Ana.
The Project Team has extensive experience managing a variety of parking data collection studies to capture
efficiencies in the data collection approach. Understanding the needs of the City for citywide analysis, we
have considered a variety of data collection options to optimize the volume of information that can be
gathered throughout this project and will gladly work with the City to customize the approach to most
effectively address the community needs and priorities.
Our data collection strategy includes two phases:
Phase 1. Citywide "Big Data" Analysis
Our Project Team specializes in Data Science to understand and apply innovative data on projects in
transportation planning and traffic engineering. We have forged strategic partnerships with data vendors
and invested in research and development in the Data Science arena to provide the best recommendations
to the communities we serve. These vendors can provide current and past transportation metrics such as
trip origins and destinations derived from aggregated Location Based Services (LBS) leveraging the Global
Positioning System (GPS) and sensor data through smart phone applications. This will provide us with
citywide samples of parking occupancy, turnover/duration, and origin destination data at a fraction of the
cost of traditional methods. These solutions can enhance our data collection approach and help bring
specific insights to parking Citywide. The Project Team will use this data to identify peak occupancy times
and areas to help define the goals and locations of a more refined data collection effort through Phase 2.
Phase 2. Rapid LPR Tool. Oneoine Collection. and LPR Pilot
As agencies modernize parking programs, the transition
to license plate -based parking solutions, like mobile
payment, virtual parking permits and contactless
solutions, is becoming an industry best practice. License
plate recognition (LPR) technology has evolved into an
efficient and effective monitoring tool, especially for
agencies with limited budget and personnel resources.
Rather than investing in dedicated data collection
methods that are expensive and limit the number of days
data is avilable, we utilize the information that can be
Rapid Parking Report M XO N
City of Ketchum
WftkA—bgd tfem-2pm
� \ no oam
— M% 7o%
l �o�\�/�j/J >85%
♦ti a
O� N wn
o mas nun *°4 . � � ■�
available thorugh LPR-based parking enforcement. Example parking occupancy map for the
DIXON has developed in-house tools to streamline the City of Ketchum, ID
Dixon Resources Unlimited I Citywide Parking Study for City of Santa Ana 16
DIXQN FEHRtPEERS
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analysis of parking data collected down to the block face and lot level using LPR technology to produce the
Rapid LPR Tool. This Tool can support on -going data collection, and monitor parking enforcement efficiency
and optimize enforcement resources by identifying locations that would benefit from additional
monitoring. The Tool's proprietary algorithms efficiently and accurately turns LPR data into powerful
parking analysis in various tables, charts, and geo-referenced heat maps as PDF reports and as an
interactive online dashboard. Our consolidated resources and dashboards will provide the results necessary
to remain smart and adaptive for important policy decisions.
Location Date Range for Collection
ZONE 1 7/7/2020 - 9/30/2020
Fig 2.1 Avrrage Occupancy by Dey of the Wwk
Day411he Week 68am 810am 1012pm 12-2pm 2-4pm 4-6pm 6-8pm 8-10M
Monday - 22.5% 341% 68.0% 560%
iuesdry 35.6%
Wedneeday 28.0% 368% 313% 429% NI% 39A% - -
Th day 34.3% NA% M5% 45.]% A1% 22.2% - -
Fnday 263% 27.5% 67.1% 623% 60.6% 34.5% -
-ay 16.1% - b]A% 733% - 69.1% - -
SU 48.5% 63.6% 593% 48.2% 568% - -
Location Date Range for Collection
ZCNE 1 7/7/2020 - 9/30/2020
Fig 2.4 Average Occopanry by Day of the Weak
o ecnon Time 06 eem 08 10am 010 12pm 0123pm 02 4pm 04 6pm
80%
40%
20%
0%
ai lyi � paY
Example of Rapid LPR Tool Occupancy Dashboard
r=---- - �' The Project Team will finalize a data collection methodology
with the City that demonstrates optimal collection routes,
T
_ ,....:..� quality control and assurance, and deliverables to ensure
transparency for all data. Parking space inventory is a critical
�. .� component of the project setup. The project team will review
existing resources such as the 2021 Downtown Santa Ana
Parking Study and other resources provided by the City. Upon
review of these resources, we will leverage existing parking
im- inventory and GIS datasets to incorporate into the Tool. In
2021 Downtown Santa Ana Study addition, we will collect a comprehensive parking inventory
for up to an additional 1500 block faces that will be identified
through Phase 1 in order to produce a total inventory count per block face. We will utilize Google Maps to
count marked spaces and measure unmarked curb space to calculate an effective parking inventory. Field
counts will be performed in locations with out-of-date information or if unavailable in Google Maps.
DIXON will coordinate a demonstration of the leading
vehicle -mounted LPR vendors that can leverage a pilot
program that gives the City LPR cameras for a six-month trial,
in which the City will have the opportunity to purchase the
cameras at a pro -rated fee. This LPR pilot provides the added
benefit of collecting on -going data at a cost-effective rate
while also allowing the City to test mobile LPR for
enforcement. The vehicle -mounted LPR pilot will allow the
City to collect ongoing data and can expand collection to
areas outside of the initial Study Area once the additional
areas are setup (inventory, collection routes, maps, etc.).
Example of vehicle mounted LPR
cameras and dashboard
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DIXON will coordinate with City Staff on data collection and enforcement strategies including evaluating
current staffing needs. An allocation of monies can be set aside from the budget to cover City Staff
expenses that will be required for this pilot.
DIXON has successfully implemented similar LPR pilots in multiple cities such as Paso Robles, California, and
Ketchum, Idaho, as well as worked with Cities such as San Francisco, Pasadena, Seal Beach, and Napa to
utilize their existing mobile LPR programs for analysis with the Rapid LPR Report.
Summary of the phases and key tasks:
1. Citywide "Big Data" Analysis— Use GPS data for citywide parking analysis.
a. Provide citywide samples of parking occupancy, turnover/duration, and origin destination
data at a fraction of the cost of traditional methods.
b. The Project Team will use this data to identify peak occupancy times and areas to help
define the goals and locations of a more refined data collection effort through Phase 2.
2. Rapid LPR Tool, Ongoing Collection, and LPR Pilot - Use City Staff resources to collect ongoing
parking data using vehicle -mounted LPR at specific locations identified through citywide analysis.
a. DIXON can leverage a six-month pilot program with a LPR vendor for the City to get a
vehicle -mounted LPR unit.
City Staff can collect ongoing parking utilization data efficiently and can pilot LPR for
parking enforcement. A portion of the budget has been set aside for City Staffing
requirements.
DIXON will setup the Rapid LPR Tool for an initial set of block faces determined from the
citywide analysis. We will leverage existing resources to add areas with existing inventory
data into the Tool. In addition, our budget includes an initial 1500 block faces, and we can
work with the City on a plan to expand to the entire City.
Task D. Deliverables
• The Project Team will provide citywide parking analysis through big data vendors and will use this
data to identify a refined data collection approach in phase 2.
• The Project Team will finalize the study area and a data collection plan with the City that
demonstrates optimal collection routes, quality control and assurance, and deliverables to ensure
transparency for all data.
• DIXON will utilize Google Maps for parking space inventory for up to 1500 block faces. This step
will include measuring and calculating a space count for unmarked curb space.
• DIXON will utilize the Rapid LPR Tool to complete parking occupancy and turnover analysis. This
includes maps, charts, and tables summarizing the parking supply and demand patterns.
• DIXON will leverage a six-month LPR pilot program with an LPR vendor for the City to test as an
enforcement tool and collect ongoing data.
• DIXON can work with the City to expand the scope of data collection to all neighborhoods.
Task E. Parking Action and Implementation Plan
The Project Team will develop a Parking Action and Implementation Plan that incorporates a Citywide
Permit Parking Program, which will provide balanced parking to support residents, visitors, businesses, and
commuters. We will identify and evaluate parking recommendations for the City's residential permit
parking program. Wherever possible, these recommendations will be flexible and account for both near -
Dixon Resources Unlimited I Citywide Parking Study for City of Santa Ana 18
DIXON FEHRtPEERS
RESOURCES UNLIMITED
term and long-term priorities based on current and projected parking demand, parking and transportation
trends, and community willingness.
DIXON will identify steps that the City may undertake to future -proof its parking program and plan for the
overall public benefit. These recommendations will include the following:
• Recommendations to streamline existing residential permit parking policy, number of current
permits, and participating residences.
• Recommendations for the permit parking process, including, but not limited to, determining
procedures to address challenges in areas where single-family and multi -family neighborhoods are
co -located, determining permit limits for vehicles per household, evaluating permit parking options
by time of day, and addressing the effects of paid parking in adjacent commercial corridors.
• Recommendations for permit administration, issuance and renewal, and associated costs.
• Recommendations for municipal code updates that are consistent with California law and consider
the Attorney General's opinion (#14-304). DIXON will work with City legal staff to conduct a
thorough municipal ordinance review to determine enhancements or edits that will "future -proof'
code language to prepare the City for the implementation and management of a revamped permit
program. Our extensive experience working with California cities will allow us to identify issues and
address gaps in the existing code. Drawing from our experience in the City of Costa Mesa and other
nearby municipalities, we will compile all relevant code sections and provide a revised version for
consideration. This will include instances where the City may be able to simplify municipal language
to improve program efficiency. We will also evaluate parking policies related to the management
of multi -family and commercial developments located adjacent to single-family residences.
• Recommendations based on lessons learned and best practices from other cities in the region. We
have included local project references from Costa Mesa and Norwalk to emphasize our familiarity
with parking programs in Orange County. Using these cities, as well as other Southern California
municipalities of similar size, demographics, and mixed -use downtowns, we will identify
comparable permit rates.
• Recommendations based on parking time prohibitions and related issues/challenges, as
determined from the Existing Conditions Assessment.
• Recommendations for potential parking partnerships with private entities. We have extensive
experience structuring shared parking agreements, and we understand the practical and political
realities of negotiating a community of diverse stakeholders. In the City of San Leandro, DIXON is
currently leveraging shared parking agreements to improve parking management, part of an array
of services that helped the City earn the title of 2018 Public Parking Program of the Year by the
California Public Parking Program.
• Recommendations for enforcement including fines, towing, administration, and equipment. During
the Existing Conditions Assessment, DIXON will discuss options for enforcement with internal
stakeholders, including pros, cons, and methods of cost recovery.
• Recommendations to revise parking standards for development and planning in order to
adequately address projects parking needs. This will include the development of standards for
future parking demand analysis.
• Recommendations related to the use of alternative striping for multi -family parking stalls.
• Financial analysis of the City's existing and proposed residential permit parking program and
recommendations for applicable permit fees. This will include a review of Santa Ana Housing
Authority income limits for permit pricing consideration.
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DIXON FEH R -' PEERS
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Recommendations for how to move forward with streets currently subject to permit parking and
how to implement transition strategies.
Task E. Deliverables
• DIXON will formalize recommendations to the existing residential permit parking program including
revised program options.
• Based on these recommendations, DIXON will formulate the City's "go -forward" strategy including
an approach for handling current petitions and backlog, managing the updated permit approval
process, and setting applicable fees and procedures.
• Project deliverables for this task will include municipal code updates, analysis of permit fees, and
the development of comprehensive recommendations, as described above. DIXON will revise these
recommendations with feedback from City staff and incorporate them into the Parking Action and
Implementation Plan.
• The Project Team will create a comprehensive ongoing data collection plan, which includes
standards and best practices for future parking demand analysis.
• DIXON will prepare a written Parking Action and Implementation Plan recommending near -term
and long-term actions based on recommendations developed throughout the Project. The Parking
Action and Implementation Plan will include an implementation matrix outlining recommended
actions, estimated timeframes, costs, staffing, and responsible parties, potential funding
mechanisms, management structures, and financial projections for the entire strategy.
Schedule
Project111
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Project11111
1 111.1■1.1■1.1■1�1�1�
Develop Stakeholder Input Strategy1111
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Develop Data Collection111111
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Existing Conditions Assessment - On -site Visi1111111
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Stakeholder1111111
-• -• •• -••-• -•••
111111111
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Data Collection1111111111111
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CompleteParking Inventory, Occupancy, and Turnover Analysis11111111111111
11111111111
Online Survery11111111111111111
___1111
Ongoing Data Collection •• Pilot
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ReportDraft Parking Action
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•Project1
1 1 1 1i1
1 1
1 1
111
111
111
111
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• ••Presentation-•
____-A16�_
111
1111111
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Ongoing •..Collection••Pilot
��I���IIIII�M
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ReportDraft
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City Review of Draft Report1111
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Final Report Parking Action and Implementation Plan11111111
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The Project Team is available to continue supporting the implementation phase of the project, based upon
the proposed plan and further negotiations with the City.
Dixon Resources Unlimited I Citywide Parking Study for City of Santa Ana 20
EXHIBIT C
DIXON
June 1, 2022
City of Santa Ana - Citywide Parking Study
DIXON Fee Proposal
The Cost proposal is based upon a Time & Materials (T&M) approach to ensure that the project is
managed in the most cost-effective and efficient manner. We will deliver within that budget,
customizing our solution to focus on what the project needs to achieve its objectives and adapting
in order to ensure that the project is completed within the agreed upon budget and timing.
Budgets will include estimates for ail required travel or related expenses, which are based upon
GSA standards and will be billed per City requirements.
Classification (DIXON)
Per' -
Hour
(Fehr and Peers)
Hour
Principal Consultant
$225/hour
Principal Consultant
$310/hour
5eniorAssociate
$175/hour
Project Manager
$220/hour
Associate / Data Analyst
$155/hour
Senior Engineer
$160/hour
Junior Associate
$115/hour
Engineer
$140/hour
Data Collector
$50/hour
Intern
$120/hour
Task
Task Description
Cost
Project Management
A
• Project Kickoff
• Bi-Weekly Meetings
$36,180
• General Coordination
Stakeholder Input
• Coordinate up to sixty (60) public meetings and
g
twenty (20) Advisory Committee meetings
$139,420
• Issue online survey
• Prepare minutes, agendas, and reports of all meetings
Parking Analysis of Existing Conditions
C
• Two-day Operational Needs Assessment
$20,345
• Identify any operational / technology concerns
Data Collection
• The Project Team will provide citywide parking
D
analysis through big data vendors and will use this
$161,535
data to identify a refined data collection approach in
phase 2.
Dixon Resources Unlimited I Citywide Parking Study for City of Santa Ana Cost Proposal 1
DIXON
• Finalize the study area and data collection plan
• Utilize Google Maps for parking space inventory
where there is limited data
• Utilize the Rapid LPR Tool to complete parking
occupancy and turnover analysis for the Study Area
• Leverage a LPR pilot program with an LPR vendor for
the City to collect data
Parking Action and Implementation Plan
• Formalize recommendations to the existing
residential permit parking program
• Complete municipal code updates and analysis of
permit fees
$58,415
• Create a comprehensive ongoing data collection plan,
which includes standards and best practices for
future parking demand analysis
• Prepare a written Parking Action and Implementation
Plan
Total
$415,895
Dixon Resources Unlimited I Citywide Parking Study for City of Santa Ana Cost Proposal