HomeMy WebLinkAbout25F - AGMT - PARKING STUDY. - 0
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CITY COUNCIL MEETING DATE:
DECEMBER 20, 2016
TITLE:
AGREEMENT FOR ENVIRONMENTAL
CONSULTING SERVICES WITH DKS
ASSOCIATES TO PROVIDE A PARKING
STUDY FOR THE METRO EAST MIXED
USE OVERLAY DISTRICT EXPANSION
PROJECT
(STRATEGIC PLAN NO. 3,2 B; 5,3 A, B, C)
I
L"ITY-MANAGIfER
CLERK OF COUNCIL USE ONLY:
❑ As Recommended
❑
As Amended
❑
Ordinance on tat Reading
CI
Ordinance on 2nd Reading
n
Implementing Resolution
❑
Set Public Hearing For
CONTINUED TO
FILE NUMBER
Authorize the City Manager and the Clerk of the Council to execute the attached agreement with
DKS Associates ("DKS") for environmental consulting services to prepare an innovative, phased,
and transitional parking code requirements study with an aggregate amount not to exceed
$99,972 for a one-year term expiring on December 31, 2017, subject to non -substantive changes
approved by the City Manager and City Attorney.
DISCUSSION
The City Council allocated $100,000 in funds to the Planning and Building Agency in Fiscal Year
2015-2016 for the purposes of procuring environmental consultants to prepare the required
technical studies for the Metro East Mixed Use Overlay District expansion project. After
conducting an Initial Study in-house, staff identified the need for three distinct technical studies to
facilitate the expansion project: an air quality and greenhouse gas emissions study, a traffic
impact study, and an innovative and phased parking solutions study. To ensure an equitable
procurement process, staff issued three requests for proposals (RFPs) for each of the identified
studies. On April 6, 2016, staff issued RFP No. 16-055 to procure a consultant to prepare a
study for innovate, phased, and transitional citywide parking code requirement strategies. Four
(4) responses were received, and the City selected DKS Associates as the recommended firm
with which to enter an agreement based on relevant experience and competitive pricing.
The City of Santa Ana requested proposals from planning and environmental consulting firms for
preparation a parking study for the Metro East Mixed Use (MEMU) Overlay District expansion
project, which will extend the MEMU designation westward along First Street to Grand Avenue.
The scope of work includes any and all work efforts related to preparation of an innovative,
phased, and transitional citywide parking code strategies study that would initially assist with the
25F-1
Agreement with DKS Associates
December 20, 2016
Page 2
Metro East expansion project, including analysis, preparation, community outreach and related
compliance with CEQA.
Expanding the MEMU Overlay District west along primarily First Street will affect up to 48 vacant,
underdeveloped, or abandoned parcels (33.52 acres) currently developed with or entitled to allow
a variety of commercial and residential land uses. The expansion of the MEMU Overlay District
designation to these properties would allow development of residential and/or mixed-use
projects. The expansion project will also amend the MEMU document to update and refine
existing allowable land uses and development standards, including parking requirements, within
both the new and existing MEMU Overlay District areas. Expansion of the Metro East Overlay
District is expected to produce up to 1,888 new residential units (3,776 residents), a maximum of
approximately 2,835,000 square feet of new building area, which includes 944,500 square feet of
non-residential square footage. The expansion project will create additional housing
development opportunities that are consistent with opportunity sites identified in the City's 2014-
2021 Housing Element,
Background
The City's existing off-street parking requirements are outdated and rely on antiquated traffic and
design models for development. The community continually voices strong concerns about
parking availability in local neighborhoods, severely constricted street parking supplies, impacts
of infill developments to existing area parking capacities, parking enforcement, the costs and
procedures associated with street permit parking programs, and the low off-street parking
standards contained within the City's newest specific plans/specific development zones. An
innovative approach to phasing in off-street parking requirements will be required in tandem with
the City's efforts to create and implement transitional zoning opportunities. Traditional
approaches to writing new codes may establish regulating plans with allowable land uses/zoning
and off-street parking requirements that assume rapid transition of land uses and rapid increases
in transit demand in a short amount of time. However, some plan areas may not experience
transition overnight; a phased approach to allowing various land uses and phasing the required
parking as the area transitions may be more appropriate.
DKS Proposal
DKS is an experienced consulting firm located in Santa Ana that has prepared technical studies
for environmental documents for projects throughout the region, including the Safe Mobility Plan
in Santa Ana, as well as various other specific plans and parking studies throughout Orange
County and the greater Southern California region.
The parking study would be comprised of the following:
1. An inventory of existing land uses in areas identified by the City for potential increases in
allowable mixtures of land uses and densities;
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Agreement with DKS Associates
December 20, 2016
Page 3
2. An analysis of the City's existing off-street parking requirements in the identified areas and
comparisons against alternative off-street parking requirements commonly used in shared
parking analyses, such as those prepared by the Urban Land Institute (ULI) or the Institute of
Transportation Engineers (ITE);
3. A proposed off-street parking code for the identified areas that employs an innovative
approach to transitional/phased parking requirements as development units and/or square
footages, market conditions, transit demand, cycling, walking, and personal automobile use
patterns transform over time with changes in land uses, built environments, infrastructure
improvements, capital projects, etc.; and
4. Potential impacts to existing City permit parking programs and permit parking areas.
Ultimately, the study would provide the City with options and strategies for reducing parking
requirements in areas identified for increased development potentials. These reduced parking
requirements could be implemented through a variety of means identified in the study, including,
for example, reductions that are implemented over time as mixed-use projects are constructed,
shared parking agreements in plan areas that span multiple properties or development sites,
parking districts, on -street parking permits, and other shared approaches. These strategies
would be first incorporated into the Metro East Overlay District expansion project area but could
also be applied citywide once the General Plan and Zoning Code updates are completed.
STRATEGIC PLAN ALIGNMENT
Approval of this item supports the City's efforts to meet Goal #3 - Economic Development,
Objective #2 (create new opportunities for business/job growth and encourage private
development through new General Plan and Zoning Ordinance policies), Strategy B (Update the
City's Zoning Ordinance to be consistent with the updated General Plan and include equitable,
innovative, business friendly zoning practices); Goal #5 - Community Health, Livability,
Engagement & Sustainability, Objective #3 (facilitate diverse housing opportunities and support
efforts to preserve and improve the livability of Santa Ana neighborhoods), Strategies A, B, and C
(to increase opportunities for mixed-use residential projects, ensure compliance with the City's
Housing Opportunity Ordinance, and provide that Santa Ana residents, employees, artists and
veterans receive priority for affordable housing created under the City's Housing Opportunity
Ordinance or with City funding to the extent allowed under state law).
FISCAL IMPACT
The total cost to prepare an innovative, phased, and transitional parking code requirements study
is not to exceed $99,972 for a one-year term, which will impact FY 2016-17 ($77,652) and FY
2017-18 ($22,320), and will expire on December 31, 2017. The one year term Funds for this
project are available in the PBA -Air Quality Improvement account (account number 03116510-
62300).
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Agreement with DKS Associates
December 20, 2016
Page 4
Hassan HagKani, AtP -v
Executive Director
Planning and Building Agency
SM:rb
sm\RFCA— DKS Parking 12 20 2016
Exhibit: 1. Consultant Agreement
APPROVED AS TO FUNDS AND ACCOUNTS:
J,4�4\
Tranci'sco Gutierrez
—
Executive Director
Finance & Management Services Agency
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CONSULTANT AGREEMENT
THIS AGREEMENT is made and entered into this 2011' day of December 2016 by and
between DKS Associates (DKS) a California Corporation, (hereinafter "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 (hereinafter "City").
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the field
of environmental consulting services. City desires to have an innovative phased,
and transitional parking study performed for the Metro East Mixed Use Overlay
District Expansion Project.
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:
SCOPE OF SERVICES
Consultant shall perform those services as set forth in Exhibit A to this Agreement.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its
services, the rates and charges identified in Exhibit B. The total sum to be
expended under this Agreement shall not exceed Ninety Nine Thousand Nine
Hundred and Seventy Two Dollars ($99,972.00) during the term of this
Agreement.
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.
3. TERM
This Agreement shall commence on the date first written above and terminate on
December 31. 2017, unless terminated earlier in accordance with Section 15, below. The
Term of this Agreement may be extended upon a writing executed by the City Manager and
the City Attorney.
EXHIBIT 1
25F-5
4. 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.
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
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 Ilmitation,
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. Consultant
shall supply City with a fully executed additional insured endorsement in
substantially the form attached hereto as Exhibit C upon execution of this
Agreement.
b. Business automobile liability insurance, or equivalent form, with a combined
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single limit of not less than $1,000,000 per occurrence. Such insurance shall
include coverage for owned, hired and non -owned automobiles.
G. 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 reduced in coverage or changed in any other
material aspect without thirty (30) days prior written notice to
the City.
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.
INDEMNIFICATION
Consultant agrees to and shall indemnify and hold harmless the City, its officers,
agents, employees, consultants, 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 direct or indirect operations of the Consultant or its contractors,
subcontractors, agents, employees, or other persons acting on their 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
25F-7
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.
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.
g. 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.
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.
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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. 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
Copies to: Executive Director of Planning & Building Agency
City of Santa Ana
20 Civic Center Plaza (M-20)
P.O. Box 1988
Santa Ana, California 92702
Fax 714-647-5897
and
City Attorney
City of Santa Ana
20 Civic Center Plaza (M-29)
P.O. Box 1988
Santa Ana, California 92702
Fax 714- 647-6515
Consultant: DKS Associates
Jim M. Daisa, PE
2401 E. Katella Ave., Suite 425
Anaheim, CA 92806
Tel. 657-284-2620
Fax 510-268-1739
Email - lim.daisata-�.dksassociates.com
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.
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13. 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 are not embodied herein.
14. 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.
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 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.
u
Consultant shall not discriminate because of race, color, creed, religion, sex, marital
status, sexual orientation, age, national origin, ancestry, or disability, as defined and
prohibited by applicable law, in the recruitment, selection, training, utilization, promotion,
termination or other employment related activities. Consultant affirms that it is an equal
opportunity employer and shall comply with all applicable federal, state and local laws and
regulations.
17. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the
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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.
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. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature hereinbelow 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.
(Signature Page Follows)
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and
year first above written.
ATTEST:
MARIA D. HUIZAR
Clerk of the Council
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By:
Lisa torck
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Hassan Haghani, AICP
Executive Director
Planning & Building Agency
I
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CITY OF SANTA ANA
DAVID CAVAZOS
City Manager
CONSULTANT
William R. Roudon
Principal
Tax ID#: 94-2583153
EXHIBIT A
SCOPE OF SERVICES
Project Understanding and Approach
Similar to the City of Santa Ana, many communities across the nation are implementing regulatory plans that
establish a framework for vibrant, walkable, mixed-use and/or transit -oriented districts similar to the Metro East
Mixed Use (MEMU) Overlay District. These plans are in response to many internal and external factors including
economic development, redevelopment of under-utilized land, evolving community lifestyles, improved air
quality and reduced greenhouse gas emissions, and shifts in market demand and private sector product delivery,
The provision of parking and the management of the public and private parking supply have been critical and
evolving topics at every scale of development. The abundance of free parking resulting from conventional zoning
codes often conflicts with community goals to create compact, higher -density mixed-use districts where walking,
biking, and transit are viable and attractive choices for transportation. In the not so distant past, financing
institutions discouraged developers from building projects with less parking than conventional zoning required
because of the lack of data supporting the economic viability of mixed-use and transit -oriented development.
Those times have changed with the advent of numerous successful examples of vibrant urban development
replacing traditional, outmoded, low -Intensity single- use development models.
The City of Santa Ana has adopted new progressive parking requirements for development within the MEMU
Overlay District. The requirements vary depending on whether the development is stand-alone, or vertically or
horizontally mixed. Table 1 provides a comparative summary of the City's conventional and MEMU Overlay
District parking requirements. As illustrated in the table, the District's parking code Is substantially different from
the requirements for conventional single -use development elsewhere in the City, and provides a robust standard
for mixed-use shared parking disallowed under conventional development standards.
Despite the paradigm shift in the feasibility and desirability of this now common type of development, many
communities still struggle with the transition from traditional parking requirements to more progressive parking
requirements—requirements that recognize the reduced demand for parking achievable through compact,
mixed-use environments through shared parking, improved walkability, attractive transit service, and modern
techniques for managing the public and private parking supply. Concern about transitioning to more progressive
parking requirements is a real and legitimate issue resulting from a number of factors including:
• Policies, programs, incentives, public investment, and agency commitment that encourage and support
private investment in mixed-use districts;
Real and perceived perceptions and attitudes about the adequacy of parking to support development;
• The lag in demand for ground -floor commercial space in mixed-use developments and the cost -burden
created by this market offset;
• The overall maturity of the mixed-use development in the district necessary to create a beneficial
synergy between land uses and a walkable environment; and
The existence, extent, and quality of the public infrastructure (streets, streetscapes, multimodal
connectivity) and services (public transportation, public parking, maintenance) to support a reduced
parking supply and encourage alternative modes of transportation.
The creation of a compact, walkable, mixed-use district takes time and commitment for the many public and
private pieces to come together, evolve, and mature. During this transitionary period, it is the responsibility of the
public agencies to work collaboratively with the development community to lessen the risks taken by the early
catalyst development projects. This can be achieved by. 1) adopting transitionary strategies; 2) allowing flexibility
in the initial implementation of the MEMU plan parking requirements; 3) considering code application from a
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holistic rather than individual development perspective; and 4) active management of public parking and other
infrastructure resources by the City of Santa Ana.
TABLE 1: COMPARATIVE
SUMMARY OF PARKING REQUIREMENTS
UNDERCURRENT
MUNICIPAL CODE AND MEM U OVERLAY DISTRICT
Stand-alone Residential: per
Multi -Family Sitetotal:1 covered
Stand-alone Residential: current code, prohibited in
Prohibited
Residential space per unit +1 space
2.25 spaces per unit VillageCenterDistricl
per total number of on-
(includes 1 assigned space Mixed-use Residential: 2,0-2.25
site bedrooms + guest
per unit and guest parking) spaces per unit (includes 1
spaces equal to 25% of
assigned space per unit and
min, required parking
guest parking). See Shared
Parking below.
Retail and Service
5 spaces per 1,000
square feet of GFA
Prohibited Percurrentcode for stand-alone
Per current code
nonresidential uses.
See Shared Parking belowfor
-
10 spaces per 1,000
Restaurant
squarefeet of GFA and
Prohibited mixed-use development
Percurrant code
open-air dining area
Per current code for stand-
Office
3spacesper1,000
alone nonresidential uses.
3spaces per 1,000
square feet of GFA
SeeShared Parking below
square feet of GFA
for mixed-use development
Prohibited
Hotel
1space perguestroom
+1 space pereach 10
Per current code.
guest rooms +2 spaces
Requires CUP,
for managers
Mixed-use Developments with less than 10 percent of the
No allowance
Shared Parking
No allowance (the
gross floor area as commercial: Min. 2.0 spaces per residential
(the number of
number of parking
or livelwork unit Inclusive of guest parking and any
parking spaces
spaces required foreach
use on the same site is
nonresidential uses.
Mixed-use developments with 10 percent or greater of the
required for each
determined separately)
gross floor area as commercial: requires a parkingstudyto
use on the same site
is determined
establish an adequate parking requirement for the mixture of
separately)
uses in the proposed development. However, a min. standard
of 2.25 spaces per unit Inclusive of guest parking and any
nonresidential uses is required
Unbundled
Parking in Multi-
Prohibited
Not explicitly addressed In M EMU Overlay Zane standards,
Not Applicable
Family
Assume current code.
Developments
Parking In -Lieu
Allowed aspartofa
ParkingDistrictwith
Not explicitly addressed in MEMU Overlay Zone standards. Assume current code,
Fee
imitations -to be used
for future public parking
servingthedia rict
Required of Multi -Family
_
Guest parking at a rate of 10 percent of the total required parking spaces shall be set
Guest Parking
Residential Only. See
aside and assigned forthe exclusive use of guests in anydevelopment project within the
current code above.
MEMU Overlay Zone.
10
25F-14
Notes:
Current code: Division 3, Article 15: Off -Street Parking Requirements, Santa Ana Municipal Code
GFA =Gross Floor Area
C UP = Conditional Use Permit
Source: DKS Associates
The overall goal of transitionary strategies is a gradual and/or stepwise implementation of new progressive
parking requirements as public and private investments are made and as the District matures. Stepwise
implementation relies on completion of milestone investment, infrastructure, or service improvements that
support the vision and vibrancy of the District. This may require adoption of new temporary or permanent
parking codes, or flexibility in applying current code, new temporary or permanent public investment, creation
and ongoing support for a parking management district and/or transportation management association, and
consideration of public/private partnerships. Some progressive and innovative strategies to considerfor MEMU
Overlay District include:
• Gradual implementation of Transportation Demand Management (TDM) policies and strategies to
reduce overall automobile travel demand in parallel with development of the District, and
consideration of forming a Transportation Management Association (TMA) directed by the District's
public and private stakeholders;
• Formation of a Parking Management District with a goal to support implementation of the
District's parking codes and to fund a temporary or permanent public parking system either
publically or privately owned and operated;
• Consideration of converting certain streets to allow on -street, metered parking, and the use
of variable parking pricing of on- and off-street public parking to control utilization and
availability;
• Allocation of privately built parking to accommodate TDM -related strategies such as reserved car
share and carpool/vanpool spaces; and
• Allowing private development to provide parking in excess of the District's parking code—
initially with gradual reversion to landscaping, public places, or subsequent phases of
development.
Methodology and Work ProdLICt
Task 1: Project Management
Underthe Project Management task, DKS' Project Manager(Jim Daisa, PE)and Local Coordinator (Jeff Heald, PE)
will:
• Oversee the completion of the contracted scope of services and efficient use of the budget within
the agreed upon project schedule;
• Prepare monthly invoices and written progress reports in compliance with the terms and
conditions of the contract;
Attend in person, or by phone, bi-monthly consultant/City staff progress meetings;
Oversee and manage the work of our team's subconsultant including the review and
integration of subconsultant labor and direct costs into our monthly invoices;
• Prepare agendas and summary notes for progress meetings, public meetings and other venues
and ensure that action responsibilities are completed in a timely manner; and
Conduct quality control review of all draft and final deliverables.
Task 2: Literature Reviewand Data Collection
Purpose: This task will compile best practices in parking requirements and phased development standards as
a library of potential strategies and identify relevant lessons learned for refining the recommendations for the
MEMU Overlay District.
DKS will lead a research effort to obtain, review and summarize policies, code and parking management
strategies adopted by other public agencies, as well as literature published and/or disseminated by
25F-15
research institutes and/or professional organizations (e.g., TRB, ITE, ULI). The literature review wilI target
information that specifically defines transitional parking strategies and innovative policies as well as
development standards for mixed-use and transit- oriented development. DKS will prioritize its review of
local agency code within communities in Southern California, the state of California, and nationally in that
order.
DKS will coordinate with City staff on the collection of mapping and parking related data for the MEMU
Overlay District including GIS base map files, past parking surveys, parking supply inventories, relevant
conditions of approval and
development agreements, parking management districts in other parts of the City, and long range plans for
public infrastructure and transit service. DKS may conduct spot parking supply and utilization surveys within the
MEMU Overlay District as part of developing the parking scenarios described in Task 3,
Task 3: Land Use, and Develop merit Capacity Analysis and Parking Scenario Modeling
Purpose: This task is to develop an understanding of the potential mixed-use development capacity of the
District and where that development may occur given current and future market trends. This information will
be utilized to develop development "scenarios" as input Into a parking supply and demand forecasting model.
Task 3A: Land Use and Development Capacity Analysis
RRM will review data (to be provided by the City) that is relevant to the area, including mapping information,
General Plan, Zoning Code, Metro East Mixed -Use Overlay Zone, and other environmental and planning
efforts that have a bearing in the City. In addition, RRM will review existing land uses in the project area for
potential increases in allowable mixtures of land uses and densities. Following the review of existing data.
RRM will meet with DKS and City of Santa Ana staff to discuss the specifics of the Metro East Mixed -Use
Overlay Zone and other relevant planning policies. As part of this meeting, the consultant learn will conduct a
field trip with City staff to gain a thorough understanding of the study area. This task will include the
following:
Review project goals and objectives, scope of work, and project timeline
• Identify key project contacts and information exchange
• Discuss general concerns and issues to be focused on during the project
• Review preliminary areas for potential increases in allowable mixture of land uses and densities as
well as likely phasing
• Discuss project deliverable design and format
Based on the above tasks, RRM will prepare project massing "prototypes" utilizing the existing City zoning
standards for up to four (4) sites. A single site will be identified within each of the four MEMU districts
(Neighborhood Transitional District, Village Center District, Active Urban District, Office District) and tailored
to represent the allowable development. "Prototypes" will illustrate a variety of land uses mixes and
horizontal and vertical development configurations. All sites will be selected and confirmed in conjunction
with City staff prior, to preparing prototype/case study designs. Case studies will use the Metro East Mixed -
Use Overlay Zone to determine development feasibility. Development standards will inform site design in
conjunction with building code standards, reconciled with likely intensity/density and neighboring context.
DKS and RRM will use the development prototypes to identifythe range of parking supply thatcan be
provided within the range of development types, and identify where the prototypes maybedeveloped
beyond the initial foursites to create a development scenario within a reasonable planning horizon (e.g., 10 or
20 years)..
Task 313: Parking Scenario Modeling
DKS will use the scenarios derived from the development capacity analysis in Task 3A to develop a parking
supply and demand forecasting model. The supply component of the model will encompass parking supplies
reflecting traditional Santa Ana parking requirements and MEMU mixed-use development codes applied to
12
25F-16
existing and identified redevelopment sites created in Task 3A. The demand component of the model will
encompass demand rates reflecting traditional Santa Ana development (using ITE parking demand rates for
single -use land uses potentially calibrated based on actual parking occupancy data) and MEMU mixed-use
development (based on our modified version of the Urban Land Institute Shared Parking methodology that
includes reductions for alternative mode use). DKS will run up to three modeling scenarios representing three
timeframes and three levels of maturity of the development and surrounding context (including pedestrian,
bicycle, transit and roadway infrastructure and services), and prepare maps illustrating the outcome. The
modeling will help Identify and justify proposed transitionary and phased parking strategies by identifying the
magnitude and location of any parking surplus or deficit, and allow the testing of various public and private
parking strategies (e.g., the effect of locating a small public parking lot within the Active
Task4: Transitional Parking Strategy Development and Proposed Zoning Code
Purpose: This task uses the information from Tasks 2 and 3 to Inform the development of potential
transitionary and phased strategies for implementing the parking requirements in the MEMU Overlay
District. The menu of strategies will be vetted with City staff, stakeholders and decision -makers and refined
into language appropriate for amending the City's zoning code and/or MEMU Overlay District's development
standards.
DKS, with technical support from RRM, will develop a menu of short-range and long-range transitionary
parking strategies categorized by implementing entity, cost, effectiveness, timeframe and sub -district. RRM
will prepare up to three development standard graphics to illustrate proposed strategies to the extent the
strategies can be illustrated. DKS will provide technical supporting information from our literature review and
research, data collection, and parking scenario modeling (from Task 36). Consideration would be given to the
citywide applicability of the strategies.
The menu of strategies will be initially vetted through City staff with the intent of presenting the strategies in a
community/stakeholder forum and subsequently in a Planning Commission or City Council study session. The
forum and study session would inform the preparation of potential language for amending the City's zoning
code and MEMU Overlay District development standards.
Task 5: Meeting Attendance, Deliverables, and Environmental Document Advisement
Purpose: This task Identifies the meetings DKS staff will attend as part of this proposal and the level of effort
DKS will commit to advising City staff with regards to the preparation of the environmental document for
the comprehensive General Plan and zoning code update.
Attendance at Meetings: DKS' Project Manager and/or Local Coordinatorwill prepare for, and attend, the
following meetings:
• Kick-off meeting with City staff
One community workshops/stakeholder forum
Monthly progress meetings with staff In person and/or by phone
One Planning Commission or City Council study session or, alternatively, one Planning Commission
General Plan & Zoning Subcommittee meeting
One Planning Commission public hearing
One City Council public hearing
Deliverables:
Administrative draft technical report (three hard copies)
• Final public draft technical report (three hard copies)
• Final public technical report (three hard copies)
• Electronic files of all administrative draft, final public draft, and final public technical reports (one
CD or USB flash drive) in both Microsoft Word format and editable PDF
13
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Environmental Document Advisement: DKSonmental Document Advisementative draft, final public
drafthe our technical work into environmental documentation and will attend public hearings to receive
comments on DKS' technical work to the extent the public hearings are included in the list of meetings
above.
The time schedule illustrates the DKS team's estimated schedule to complete this study. Consistentwith City
staffs expectations, we propose to complete the study in approximately six months. The schedule Identifies
weeks when we would deliver draft and final products, and allows for staff review time. The schedule also
identifies when we would expect to conduct milestone meetings
'S" e' . ° �r
Tasks
S Project Management ^Cf . ® ;> _4 ', 0r A,
2 Literature Review and
Data Collection
3A Land Use and Development
Capacity Analysis
3l3 Parking Scenario Modeling
4 Transitional Parking Strategies
arid Proposed Zoning Code
S Meetings, Dellverables and
Environmental Advisement `
6'ah, rellveraW (tl-Communi"r roam
Fuad Dcfvur„9rle(nl b-Fanwng Comnms;on(C¢y Courff>p.fly Seshtnd
off Yneting $- Pr,Jctt Nt]I nr,c�cnt b`-ec--ting'
^Mr D6 wJri, pmd Piunnmg Comm 5*n Public e-usg`",OR
6h'Sr1EReview1'GIP Crmrcl7u4s�c l{caring"
'Note: The schedukl assumes a standard set of deliverables and staff
review time before and after all meetings, Standard deliverables
include: Meting agenda, draft PowerPoint presentation, meeting
notes with action items and entity responsible for action. Standard
staff review time is Approximately 2-3 days except for large and
complex presentations which may extend to a week.
"''Note: Tyre Planning Commission and City Coundl public; hearings
are anticipated to Occur Outside of tha schedule for this project.
E
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FEE SCHEDULE (OR) RATES AND CHARGES
im
Table 2 presents the DKS team's cost proposal. The labor cost proposal is broken down by task and personnel. Our
subconsultant (RRM Design Group) is included in the cost proposal as a non -labor expense. However, we have
included their proposal to DK5 Associates in the appendix. The travel expenses are for our Project Manager's travel
between Sacramento and Santa Ana. Our total labor and expenses cost proposal equals $99,972.
TABLE 2: DKS ASSOCIATES COST PROPOSAL
15
25F-19
r
r
'1
Project Management
4 12
8
24
$
5,400
2
Literature Review and Data
16
4
24
12
56
S
8,140
Collection
Land Use and Development
__.
____.
3A
._Ca.pacity Analysis ___
20
10
30
$
6,600
38
Parking Scenario Modeling
20
8
50 30
108
$
15,740
Transttlonal Parking Strategy
4
Development and Proposed
80
10
40
$
8,750
Zoning Code
_
Meeting Attendance
5
Deliverables, and
56
28
16 16
116
5
22,320
Environmental Document
Advisement
---�
Total Hours
mm4
154
68
66 70
12
374
Subtotal Labor Cost
$
980
S 33,110
5
15,640
S 7,920 $ 8,400
$ 900
S
66,9S0
Subconsultant(RRM Design Group):
"0,1901
Travel:
S
2,432
S
400
Other Direct Costs:
$
99,972
Grand Total:
15
25F-19
ADDITIONAL INSURED ENDORSEMENT
FOR COMMERCIAL GENERAL LIABILITY POLICY
Insurance Company
This endorsement modifies such insurance as is afforded by the provisions of Policy #
relating to the following:
1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701;
its officers, employees, agents, volunteers and representatives are named as additional
insureds ("additional insureds") with regard to liability and defense of suits arising from the
operations and uses performed by or on behalf of the named insured.
2. With respect to claims arising out of the operations and uses performed by or
on behalf of the named insured, such insurance as is afforded by this policy is primary and is
not additional to or contributing with any other insurance carried by or for the benefit of the
additional insureds.
3. This insurance applies separately to each insured against whom claim is
made or suit is brought except with respect to the company's limits of liability. The inclusion
of any person or organization as an insured shall not affect any right which such person or
organization would have as a claimant if not so included.
4. With respect to the additional insureds, this insurance shall not be cancelled,
or materially reduced in coverage or limits except after thirty (30) days written notice has
been given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701.
(Completion of the following, including countersignature, is required to make this
endorsement effective.)
Effective
Policy # _
Issued to
this endorsement form as a part of
Named Insured
16
25F-20
Countersigned by
Authorized Representative