HomeMy WebLinkAbout25G - AGMT - GENERAL PLAN UPDATE SRVSREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
MAY 16, 2017
TITLE:
AMEND AN AGREEMENT FOR PLANNING
AND ENVIRONMENTAL SERVICES WITH IBI
GROUP FOR THE SANTA ANA GENERAL
PLAN CIRCULATION ELEMENT UPDATE
(STRATEGIC PLAN NOS. 3,2A; 5,61B)
C`MANAGER
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
❑ As Recommended
❑ As Amended
❑ Ordinance on 1" Reading
❑ Ordinance on 2nd Reading
❑ Implementing Resolution
❑ Set Public Hearing For
CONTINUED TO
FILE NUMBER
Authorize the City Manager and Clerk of the Council to execute an amendment to the agreement
with IBI Group to prepare the General Plan Circulation Element update, for a period no longer
than May 2017 to November 2018 for an additional total amount of $156,716. The total
contracted amount for the Circulation Element including the revised agreements is $736,961,
subject to non - substantive changes approved by the City Manager and City Attorney.
DISCUSSION
Assembly Bill 1358 (AB 1358), the 2008 California Complete Streets Act, requires that cities
prepare a comprehensive update to their General Plan Circulation Element to incorporate the
concepts of "Complete Street" design if it is determined that a substantial change has been, or
will be, made to the Element. A Complete Street is one that supports the development of a
balanced, multimodal transportation network that serves all users, whether they are driving,
walking, bicycling or taking transit.
In 2011, the City Council approved an agreement with IBI consulting team for $500,000 to assist
in the preparation of the General Plan Circulation Element update. The IBI Group's team of
subconsultants includes Alta Planning, PlaceWorks (formerly The Planning Center), and
Cornerstone Communications. While an amendment to the contract was approved for $33,000 in
October 2014 and $80,245 in December 2015 to complete the project, the Circulation Element
Update was placed on hold to produce the Safe Mobility Santa Ana Plan (SMSA). In January
2017, City Council directed City staff to incorporate the policy recommendations from SMSA into
Circulation Element Update including the additional street reclassifications for potential "road
diets" to promote safe travel. These policy changes require further traffic impact analysis,
modeling and transit mitigation studies to support an amendment to Orange County
Transportation Authority's (OCTA) Master Plan of Arterial Highways. The amended scope will
also address new regulatory requirements, including California Environmental Quality Act
(CEQA) SB 743 to transition to Vehicle Miles Traveled transportation analysis, and more detailed
evaluation of greenhouse gas emission and air quality considerations. The proposed contract
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Amend an Agreement with IBI Group
May 16, 2017
Page 2
amendment (Exhibit 1), not to exceed $123,716, will allow for completion of an updated traffic
model, technical studies, refinements to the policy framework, and completion of the required
environment impact report analysis for the expanded scope of the Circulation Element Update.
ENVIRONMENTAL IMPACT
The awarding of a contract for preparation of an environmental impact report and General Plan
update is statutorily exempt from CEQA.
STRATEGIC PLAN ALIGNMENT
Approval of this item supports the City's effort 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 A (Complete_a___ _
comprehensive update of the City's General Plan including the development of policies and T
implementation measures that directly relate to equitable economic development); and Goal #5 -
Community Health, Livability, Engagement & Sustainability, Objective #6 (Focus projects and
programs on improving the health and wellness of all residents), Strategy B (Incorporate the
improvement of walking and biking lanes as well as the development of a citywide bike master
plan into the Circulation Element of the City's General Plan).
FISCAL IMPACT
Funds in the amount of $33,000 are available for this amendment in the following accounts:
$18,000 is available in the Planning and Building Agency Contractual Services account
(01116510- 62300) and $15,000 in the Public Works Agency Select Street- Construction Fund
(05917663- 66220, Project No. 126754). Funds in the amount of $123,716 are available for this
amendment in the Air Quality Improvement Contractual Services account (03116510- 62300).
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?-Hassan Hagh6ni., AI P
Executive Director
Planning and Building Agency
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Executive Director
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Exhibit: 1. Amended Agreement
APPROVED AS TO FUNDS AND ACCOUNTS:
,�-
Francisco Gutierrez
Executive Director F,6 (o11� i,+ ,pj)
Finance & Management Services Agency
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THIRD AMENDMENT TO PROFESSIONAL
SERVICES AGREEMENT WITH IBI GROUP
THIS THIRD AMENDMENT TO AGREEMENT, made and entered into this 16`x' day of
May, 2017, by and between IBI GROUP, a California general partnership ( "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. City and Consultant entered into Agreement #A- 2011 -198, dated September 13,
2011, for a consultant having special skill and knowledge in the field of circulation
element updates and related services ( "said Agreement ").
B. On October 21, 2014, the; Scope of Services and the Compensation clauses of said
Agreement were amended.
C. On December 15, 2015, the Scope of Services and Compensation clauses of said
Agreement were - amended, and the Term was extended through June 30, 2017.
D. The Parties now desire to add additional funds, revise the Scope of Services, and extend
the Term of said Agreement in order for Consultant to complete an updated traffic
model, technical studies, refinements to the policy framework, and completion of the
required environmental impact report analysis for the expanded scope of the Circulation
Element Update.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions of said Agreement, except as herein modified, the parties agree as follows:
1. Section 1, SCOPE OF SERVICES, shall be amended to include those services necessary
to complete the circulation element, as set forth in more detail in Consultant's
Amendment Proposal No. 5 — Circulation Element Update dated April 27, 2017, attached
hereto as Exhibit A and incorporated herein by this reference.
2. Section 3, COMPENSATION, the relevant portion of said section shall be amended to
increase the compensation by $156,716, such that the total sum to be expended under this
Agreement shall not exceed $736,961 during the extended Term of this Agreement.
3. Section 4, TERM, shall be amended to extend the Term for eighteen (18) months from
July 1, 2017 through December 31, 2018.
4. Except as hereinabove modified, all terms and conditions of said Agreement shall remain
in full force and effect.
Exhibit 1
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IN WITNESS WHEREOF, the parties hereto have executed this Third Amendment to
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 Storck
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Hassan Haghani, Executive Director
Planning & Building Agency
CITY OF SANTA ANA
ROBERT CORTEZ
Deputy City Manager
Consultant
IBI GROUP
DAVID CHOW, P.E. AICP
Regional Director
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EXHIBIT A
SCOPE OF SERVICES
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IBI Group
IN 18401 Van Karmen Avenue —Suite 110
Irvine CA 92612 USA
tel 9498335588
fax 949 833 5511
April 27, 2017
Melanie McCann
City of Santa Ana
20 Civic Center Plaza, Ross Annex M -20
Santa Ana, CA 92702
AMENDMENT PROPOSAL NO. 5 - CIRCULATION ELEMENT UPDATE
This letter proposal details IBI Group's request for an amendment under our contract with the City
of Santa Ana for the Circulation Element Update project. Over the last six years, the draft
circulation element has gone through significant changes, including a new vision, completion of
the Santa Ana Safe Mobility Plan, changes to the policy framework and roadway designations.
OCTA modeling updates, work by the city on two separate Complete Street studies, advancement
of a fixed - guideway /streetcar system and BRT routes, and incorporation of Complete Street
principles.
This proposed scope of work reflects the items from our meeting that included IBI Group,
Placewotks, and City staff on December 7, 2016 and subsequent coordination with City staff. The
amendment covers tasks to update and complete the traffic study, EIR, and planning and public
participation support for the Circulation Element. The updates to both the Circulation Element and
EIR are based on a proposed new roadway network scenario, updated OCTA modeling and new
modal split, regulatory changes (e.g., air quality/GHG requirements, S8743, etc.), integrating
related plans (Safe Mobility Santa Ana Plan, and complete street plans (Downtown and Central
Santa Ana Transit Zone plans), additional meetings and extended project management efforts.
PROJECT REVISIONS AND REGULATORY UPDATES
Over the last six years, the draft circulation element has gone through significant changes,
including a new vision, completion of the Santa Ana Safe Mobility Plan, changes to the policy
framework and roadway designations, OCTA modeling updates, work on the Bikeway Master Plan
and Pedestrian Opportunity Area Plan, and incorporation of Complete Street principles among
others. The updated Circulation Element is also subject to new regulatory requirements, including
SB 743 which will transition transportation analysis under the California Environmental Quality Act
(CEQA) from level of service to a VMT (vehicle miles travelled) metric. Subsequent to our previous
work, the City has adopted a Climate Action Plan (2015) and the project is also now subject to
updated air quality and GHG regulations and modeling tools.
The following revised scope of work is intended to address these and other key changes. The
tasks listed below correspond to the tasks assigned in the original scope of services for this
contract. The proposed budget for completing this work is attached to this letter.
Task 4: Evaluation of Master Streets and Highways Plan
This task involves work efforts that will be completed by IBI Group to analyze a new Circulation
Element roadway network scenario that includes the deletion of a future roadway along the Pacific
Electric Right -of -Way (PE ROW) from the MPAH arterial roadway network, as well as
IBI Group is a group of rims providing professional services
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City of Santa Ana —Apnl 27. 2017
modifications to the OCTA model assumed mode split for automobiles, bicycles, and pedestrians.
The traffic analysis will include analysis of the previously identified 78 study intersections and 52
roadway segments.
IBI Group will coordinate with OCTA to provide inputs for a single new OCTAM regional travel
demand model run to develop updated Year 2040 traffic forecasts that include the deletion of the
PE ROW and mode split modifications (as well as all previous modifications to the MPAH roadway
network identified by the city in the original contract and Amendments No. 1 and No. 2). This
model run will utilize the new version of OCTAM, which results in a change in the traffic study
horizon year from 2035 to 2040. This will require updates to the baseline future no project traffic
analysis as well. IBI Group will post - process the updated model forecasts obtained from OCTA to
update our June 2016 draft traffic study for both the 2040 no project and with project scenarios.
Based on comments received from OCTA, the traffic analysis will also be amended to incorporate
analysis of transit travel times and performance on up to 10 corridors within the City of Santa Ana.
This analysis will be based on transit travel time and performance data provided to IBI Group by
OCTA, and will be summarized as a distinct section within the updated traffic impact study.
In addition to the preparation of an updated traffic impact analysis for the Circulation Element
update, IBI Group will also work with the City to develop a proposed Vehicle Miles Traveled (VMT)
threshold and analysis procedures for incorporation into the Circulation Element and the city's
traffic impact standards. Traffic impact guidelines may be refined to reflect the Governor's Office
of Planning and Research (OPR) recommendation to replace traditional level of service with VMT
as the primary measure of transportation impacts. IBI Group will provide the city with a technical
memo summarizing recommendations related to establishing a VMT threshold and VMT analysis
procedures.
IBI Group will incorporate a VMT analysis into the traffic impact study. VMT data will be derived
from travel patterns extracted from the OCTAM regional travel demand model. The approach to
calculating citywide VMT targets will be consistent with the OPR's Revised Proposal on Updates
to the CEQA Guidelines on Evaluating Transportation Impacts in CEQA, Implementing Senate Bill
743 (January 2016).
This task also assumes time for attendance at up to two additional meetings with OCTA staff to
discuss the mode split modifications and VMT estimates.
Additionally, IBI Group has incorporated an additional $13,115 into the budget for this task to cover
the work efforts previously incurred and approved by the City in our Amendment dated October
2014 that was approved by City Council, but not executed by the City.
Task 8: Prepare CEQA Document
The tasks associated with restarting and updating the CEQA environmental analysis work are
described below.
Task 8.1: Prolect Initiation
We have not included additional hours for this task. The updated project description is fairly
comprehensive, and the work to understand and update the description is included in Task 2—
Notice of Preparation (e.g. project description update), Task 5— Screencheck EIR, and Task 11—
Project Management.
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City of Santa Ana —Apfil 27. 2017
Task 8.2: Initial StudvMOP
The Initial Study was previously completed and the NOP released on April 4, 2014. The scope of
work and cost estimate for this amendment assumes PlaceWorks will not update the Initial Study,
which helps to expedite the schedule and reduce costs for the project. Although an Initial Study
assists in determining the requirement for an EIR and the contents for the analysis, it is not, a
CEQA requirement. We recommend that we prepare an updated NOP that includes a reasonably
comprehensive, updated project description, including support graphics, to enable agencies and
the public to make recommendations regarding the scope of the EIR. The NOP will also describe
updates to the environmental checklist, and outline the topics anticipated to be included in the
EIR. This will include Tribal Cultural Resources per AB 52 adopted in September 2016. The Draft
EIR will defensibly substantiate the exclusion of topics not addressed in the EIR. When the new
scoping meeting date is determined, we will reissue the NOP for the 30 -day public review.
Task 8.3: Public Scoolno Meeting
Due to the lapse of time and substantial updates to the Circulation Element, a new scoping
meeting is recommended. PlaceWorks will coordinate the meeting and prepare notices and
appropriate supporting materials. We will prepare a PowerPoint presentation and conduct the
meeting (if desired by the City). This task also includes preparing a summary of comments
received at the meeting to be included in the EIR.
Task 8.4a: Air Quality /Greenhouse Gas Emissions
Since our original proposal in 2011, Santa Ana has adopted a Climate Action Plan (2015); the
legislature passed Senate Bill 743 for alternative transportation metrics (e,g., VMT) and Senate
Bill 32 for new GHG reduction targets for year 2030; newer air quality and GHG modeling tools
were released (EMFAC2014 and CaIEEMod 2016); and new air quality and GHG reduction plans
were prepared (SCAG's 2016 RTP /SCS, CARB's 2017 Scoping Plan Update, SCAQMD's 2016
AQMP). Because the original scope of work for air quality and GHG emissions impacts was
primarily qualitative and was prepared prior to release of these additional plans and regulations,
a contract amendment is necessary to cover the additional requisite discussion needed in the EIR.
In addition, technical staff has been involved in several conference calls with IBI and the City since
2011 to discuss coordinating the environmental processing of the City's Climate Action Plan
(adopted in 2015) and Circulation Element Update, which expended the remaining budget).
Additional work not included in our original scope includes a consistency analysis of the proposed
project with the plans identified above. Finally, PlaceWorks will need to quantify air quality and
GHG emissions benefits of the project based on an estimate of future VMT provided by IBI Group
and compared to existing condition, along with revisions to the existing work already completed.
Task &4b: Noise
The scope of work has not been modified for this task. The cost estimate increase is related to
changes in staff and billing rates.
Optional Task: Biological Resources
Our original scope of work assumed a programmatic approach to the Circulation Element and did
not include a technical assessment of potential biological resource impacts. Subsequent,
proposed improvements along the Santiago Creek Trail become controversial, and the potential
to impact sensitive biological resources was identified. If such improvements are included in the
updated Circulation Element, the EIR will need to include an environmental assessment of impacts
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City of Santa Ana — Apnl 27. 2017
to the creek. PlaceWorks will retain Glenn Lukos Associates (GLA) to conduct a preliminary
biological evaluation. Existing maps, documents, and correspondence relative to the proposed
project will be reviewed and analyzed. New information requirements will be identified and
strategies for acquiring this information will be determined. The California Natural Diversity
Database will be consulted to determine whether any sensitive species and /or communities are
known to occur on or near the property. Any sensitive biological resources identified for the site or
its near vicinity will be evaluated for their potential to occur on -site and will be discussed in the
final letter report. A field team of regulatory specialists will complete an overview of US Army Corps
of Engineers jurisdictional boundaries within the project site.
The field team will investigate specific conditions relating to jurisdictional criteria such as evidence
of ordinary high water marks, wetland vegetation indicator species, hydric soils, and appropriate
hydrology, all as outlined in the 1987 US Army Corps of Engineers Wetland Delineation Manual.
These data will be recorded on the aerial photograph for use in preparing a future formal
jurisdictional delineation, maps, and a letter report. A field team of regulatory specialists will
provide an overview of potential California Department of Fish and Wildlife (CDFW) jurisdictional
boundaries within the project site. All intermittent and ephemeral streams, rivers, creeks, dry
washes, sloughs, blue -line streams, and watercourses with subsurface flows; canals, aqueducts,
irrigation ditches, and other means of water conveyance; and lakes will be examined for indicators
of CDFW jurisdiction. A biologist will conduct a site reconnaissance of the property to determine
whether any sensitive species and /or communities are likely to occur on -site. If any sensitive
species or potential habitat or sensitive communities are identified on -site, their presence will be
noted and locations provided on a site map.
GLA will prepare a letter report to document the findings concerning Corps and CDFW potential
jurisdiction on the site. The report will document the extent of potential jurisdiction, assess wetland -
related biological resources, and discuss permitting strategies. Documentation will consist of color
photographs of representative potential jurisdictional areas (and non - jurisdictional areas that could
be mistaken for jurisdiction) and a draft overlay map indicating the potential jurisdictional areas
that correspond to the aerial photograph provided by the client. The letter report will include the
results of the CNDDB review, soil map review, and site survey. Any sensitive species and /or
communities identified on site or with the potential to occur on the property will be discussed. If
necessary, a site map depicting the locations of sensitive species and /or communities will be
provided. Included in the report will be recommendations for additional focused surveys if it is
determined that such surveys are warranted. The letter report will also include a preliminary impact
analysis of the project (e.g., bike trail) on potential Corps /CDFW jurisdiction and biological
resources and mitigation measures.
Task 8.5: Screencheck Draft EIR
This task involves reviewing, revising, and updating the Draft EIR sections that were previously
completed and completing the final sections for review by the City. Additional analysis may be
required for topics that have experienced changes in the existing physical conditions or regulatory
environment.
Tribal Cultural Resources. As required by state law, this new section of the EIR will evaluate the
potential for implementation of the Circulation Element improvements to impact tribal cultural
resources and will discuss state laws and regulations protecting resources.
Also, SB 743 was passed by the state since our contract was approved by the City in 2011. Once
the guidelines are prepared and adopted, "automobile delay, as described solely by level of
service of similar measures of vehicular capacity or traffic congestion, shall not be considered a
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City of Santa Ana -April 27. 2017
significant impact on the environment" (Public Resources Code Section 21099[b][2]). At this time
it is anticipated that the updated guidelines will be adopted in early 2018, and that the guidelines
will include a 2 -year opt -in for lead agencies to implement new significance thresholds and metrics
to evaluate transportation impacts. As discussed with the City at our December 7, 2016 meeting,
we believe that there are numerous advantages to address SB 743 in the Circulation Element and
for the EIR to comply with the new requirements. The approach we discussed is for the City to
adopt new significance thresholds as soon as possible (initiating this task early 2017), in order
that the new thresholds can be utilized in the EIR. The EIR can then rely on the numerous
advantages (particularly for a transit -rich City like Santa Ana). The additional scope of work will
include additional addressing both SB 743 thresholds, describing level of service standards (which
no longer will be CEQA significance thresholds), and analyzing the impact of the Circulation
Element on VMT compared to existing conditions (analysis to be quantified by IBI). The EIR will
also highlight the anticipated environmental review for future development projects relative to
transportation, and include graphics and standards for which projects would be assumed to result
in less than significant transportation impacts (e.g., within % mile of transit station, etc.).
Other areas that require updating include: population and employment, regional plans (e.g., land
use and planning), consistency with the 2016 RTPISCS, and integration of the additional project
components. These components have the potential to affect other sections (e.g., aesthetics [trails],
land use and planning, population and housing, transportation, hazards [emergency evacuation
routes], police and fire services).
Tasks 8.8 Draft EIR
This task has not been initiated. Changes to the cost estimate, if any, involve changes in staff and
billing rates (the same number of hours has been allocated for these tasks).
Tasks 8.7 Response to Comments/Final EIR
This task has not been initiated. Changes to the cost estimate, if any, involve changes in staff and
billing rates (the same number of hours has been allocated for these tasks).
Tasks 8.8 Mitigation Monitoring and Reporting Plans
This task has not been initiated. Changes to the cost estimate, if any, involve changes in staff and
billing rates (the same number of hours has been allocated for these tasks).
Tasks 8.9 Findings of Fact, SOC and HOD
This task has not been initiated. Changes to the cost estimate, if any, involve changes in staff and
billing rates (the same number of hours has been allocated for these tasks).
Task 8.10: Meetings and Public Hearings
PlaceWorks staff has attended several project status and kick -off meetings, along with the CEQA
scoping meeting, and has expended 65 percent of the Task 10 budget. This task includes
attendance at the following meetings not included in our original budget: 3rd kick -off meeting, 2nd
scoping meeting, and 5 additional CEQA progress meetings. We have also included three
planning meetings to discuss the Element.
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City of Santa Ana —April 27. 2017
Task 8.11: Protect Management and Coordination
This task includes continuing project management and coordination throughout the remainder of
the element preparation and CEQA process. The cost estimate for this task is based on the
estimated schedule included in this amendment. If the schedule is extended beyond PlaceWorks'
control, we may requested an augment for this task.
Task 9: Prepare Updated Circulation Element
The majority of the requested budget amendment for this task involves additional work that will be
undertaken by Placeworks to update the Circulation Element to incorporate enhancements to the
city's vision and policies, projects, and programs identified in recent local planning efforts related
to mobility, safety, and complete streets. The original circulation element contract was approved
in 2011 and authorized PlaceWorks to briefly review goals and policies for the Circulation Element
for a cost of $1,680. Based on subsequent discussions, Amendment #1 (approved in June 2014)
added $5,180 to prepare a vision and to expand the policy framework. IBI also submitted a
subsequent Amendment #2 to the City, which added $19,630, to complete remaining edits to the
policy framework, prepare four maps, and make 3 powerpoint presentations. This amendment
was approved by City Council, but the contract amendment was not executed by the City, so this
scope of work includes a request to re- authorize this $19,630 on top of the scope items noted
below.
In 2014, the Circulation Element was put on hold while significant local studies were being
prepared or finalized. Now that the City has restarted the project in 2017, several tasks in the
$19,630 amendment remain relevant — namely final revisions to the Circulation Element, mapping,
and public presentations. However, we also found that additional work was needed to complete
the project based upon the completion of many local and regional studies, changes in state law,
and conversations about project direction.
To that end, we have proposed the following tasks to complete the project.
9a. Due Diligence
As mentioned earlier, almost a dozen local and regional studies were completed while the
Circulation Element was on hold. Additional studies are also underway, including the Harbor
Corridor Transit Study and OCTA Transit Master Plan. This task therefore involves the review and
synthesis of the significant local and regional studies completed since the last draft of the
Circulation Element (2014). Based on our in initial survey of studies, this review includes the
following:
Active Transportation Plans
D Pedestrian and Bicycle Master Plan (2014)
» Safe Mobility Santa Ana Plan (2016)
n Golden Loop and OCTA 70/30 Plan (2017)
OCTA Commuter Bicycle Plan
» Districts 1 and 2 Bikeway Strategy (2013)
D OC Complete Streets Initiative
Transit and Complete Streets
D Downtown Transit Complete Streets Plans (2016)
» Central Santa Ana Complete Streets Plans (2016)
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City of Santa Ana —April 27. 2017
» OCTA Long Range Transportation Plan (2014)
» OCTA Transit Route amendments (2016)
» OCTA Transit Master Plan (to the extent available)
» Central Harbor Blvd Transit Corridor Study
To reduce the cost of this review, City staff will provide excerpts that represent significant
implications for either the Technical Appendix or the Policy Framework. We will incorporate text
into both documents.
9b. Technical Appendix
The next task will be to revise the Technical Appendix to the Circulation Element, Prior to
commencement, we anticipate that the City will have reviewed the current materials, discussed
options, and decided upon the extent of revision necessary. In our review, we have identified
several sections that need updating:
• Revision of bicycle and pedestrian narrative. This would include the identifying and
discussing bicycle routes, current and planned mileage, safety information, Golden Loop,
and safe routes to schools.
• High Quality Transit Areas. A map of HQTAs and TPA should be provided as well as
narrative discussing potential opportunities and their ramifications for land uses.
• Transit Routes. Narrative on new transit routes, existing and planned, should be revised
as well as any future improvements that will impact Santa Ana.
• Complete Streets Plans. The current Technical Appendix does not address this topic.
Revisions will be needed to incorporate the Downtown and Central Santa Ana complete
street plans.
• Levels of Service. This section will need to be revised per City staff direction to incorporate
any new developments in multimodal levels of service
9c. Policv Framework
The current policy framework of the Circulation Element contains a vision, five goals, and 45
policies that support the vision. While the policy framework is significant in coverage and many of
the priorwork remains relevant, final revisions are needed to complete the policy, particularly from
tasks 12a and 12b. Since the majority of the policy framework remains relevant and timely, we will
focus our final work effort on three topics— active transportation, levels of service, and transit
opportunities. To complete this task, we assume that City staff will provide direction for necessary
revisions to the policy framework and any supplemental policy documents or direction needed to
expedite the completion of this task.
Our scope assumes that IBI, in concert with City staff, will develop implementation programs and
potential funding for the programs. Once complete, IBI would provide PlaceWorks with a final copy
of the identified programs and PlaceWorks would incorporate them into the final Circulation
Element.
9d. Circulation Element Maos
The current series maps in the Circulation Element are produced using Adobe Illustrator software.
In Amendment #2, we originally proposed to complete up to 4 maps in Adobe Illustrator. However,
from subsequent discussions, it appears that up to 12 maps will require revisions under
PlaceWorks' scope. We anticipate that 12 maps will need revision.
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City of Santa Ana —April 27, 2017
Policy Framework Maps
Exhibit 1: Master Plan of Highways
Exhibit 2: Fixed Guideway Plan
Exhibit 3: Bicycle Master Plan
Exhibit 4: Pedestrian Opportunity Plan
Exhibit 5: Transit Policy
Exhibit 6: High Quality Transit/Transit Priority
Technical Appendix Maps
Exhibit A -2: CMP Roadway Network
Exhibit A -3: Truck Routes
Exhibit B -1: Proposed MPAH Changes
Exhibit B -7: High Frequency Transit Corridors
Exhibit B -8: Existing Bikeways
We have identified three options for completing revisions. Under option #1, we will amend 12 maps
in Adobe Illustrator with a single set of edits provided by the City. However, the maps will have
limited use. If the maps are produced in GIS, they would offer the City flexibility to mix and match,
as desired, with any other GIS -based layers produced for the general plan. If this flexibility is
desired, Option 2 is for the City to digitize the data and then transfer the data to PlaceWorks for
placing it on a base map and illustration. Options 3 is for PlaceWorks to digitize the data, create
the maps, and customize them in Illustrator.
9e. Revisions to the Circulation Element
We expect that the draft Circulation Element and Technical Appendix will require some revisions.
While the original Amendment #2 focused on revisions to the policy framework, we assume that
this task will be expanded to cover both the policy framework and the technical appendix. In
making our cost estimates, we assume that City staff will provide a single consolidated set of all
revisions requested. To ensure we understand the revisions, we would anticipate meeting with
you to review the revisions. This will allow us to hear and discuss the comments with you so as to
expedite completion of this task.
9f. Staff Meetinos
This task involves three meetings. We anticipate that the project team would meet with you at the
outset to define expectations, exchange information, identify issues, and officially commence the
work. The second meeting would be to discuss new City land use and regulatory developments
that affect the policy framework. This would include discussions on VMT /LOS and land use
framework. The third meeting would be held midway through the project to review revisions to the
Technical Appendix and policy framework for the Circulation Element. A fourth and final meeting
would be to discuss the public presentation.
9g. Public Hearings
The project will conclude with hearings before elected and appointed bodies. PlaceWorks will
prepare and present a powerpoint on the circulation element at three venues —the Transportation
Subcommittee, Planning Commission, and City Council. The powerpoint is intended to be user -
friendly, filled with photos, and suitable for nontechnical audiences. IBI will be present to answer
technical questions. We assume that the powerpoint presentation will be prepared once, with
generally the same material for each audience. PlaceWorks is available to make extra
presentations on a time and material basis.
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City of Santa Ana - April 27, 2017
9h. Proiect Management
Project management includes miscellaneous tasks for billing, phone calls, and coordination with
the consultant team and city staff.
Deliverables:
• Circulation Element Policy Framework (draft and final)
• Circulation Element Technical Appendix (draft and final)
• Powerpoint presentation (draft and final)
Detailed cost summary sheets are attached to this scope of work. The combined total augment
request for IBI Group and Placeworks is $156,716. Should you have any questions regarding this
proposal, please do not hesitate to contact Bill Delo at (949) 633 -5588. We look forward to the
opportunity to continue to work with and assist the city on this project.
Sincerely,
IBI Gjrrooupp�
David Chow, P.E., AICP
Regional Director, USA West
25G -14
Santa Ana General Plan Circulation Element Update -Budget Amendment No 5
IBI Group Team
Ilan -tours by Task
27- Aar.47
TO TAL NOUNS by STAFF
TOTAL FEE by STAFF
0 74 39 159 8 278
SO $17.760 $5.130 315.800 $600 $39,290
IBI Total Labor Hours 278
IBI Total Labor Fee 539,290
ODC's S 105
IBI Total Budget: 539,395
IBI Total Budget:
Placaworks Total Budget:.
Subtotal Proposed Budget:
October 2014 Amendment Request
Total Proposed Budget:
25G -15
$39.395
$84.321 (see aclached tar details)
$123,716
533.000
$166,716
let Group
TOWI
Total
Labor
Labor
Fees
Pmlecl Prged
Manager IMagrala
TraMG TrenpP,lIDlio
er
Erpne nRenner
o cM1aw
WOeb MArpaaN o. Cnew
Hours
00.00
j $240.00 5135.00 3100.00 $75.00
TASK 1, Protect Management and Meetings
General protect management
0
90
Meetings
0
$0
TASK 4: Evaluation of Master Plan of Streets b Hivtz
Updated OCTAM Year 2035 Forecast
Bi 6 10
24
$3.730
OCTA Meetings
Intersection and Street LOS Analysis (update for 2040)
4 4 4
8 10 24
12
42
_ _$1,000
S5.676
Transit Performance Analysis
VM1IT Thfestdds and Ana Is
101 _ 12 60 _
201 6 60
62
8fi
_ 510020
$11.610
TASK e: P ere U elect Circula0on
Element
Draft Circulation element _
Final Citalallon Element
I 18
8
4
4
_ 20
12
$4,140
$2,220
TO TAL NOUNS by STAFF
TOTAL FEE by STAFF
0 74 39 159 8 278
SO $17.760 $5.130 315.800 $600 $39,290
IBI Total Labor Hours 278
IBI Total Labor Fee 539,290
ODC's S 105
IBI Total Budget: 539,395
IBI Total Budget:
Placaworks Total Budget:.
Subtotal Proposed Budget:
October 2014 Amendment Request
Total Proposed Budget:
25G -15
$39.395
$84.321 (see aclached tar details)
$123,716
533.000
$166,716
ru
0
I A
40%j- 11%)
Hill
MIA i6
all
u
IF
it
MI
JIM
Ila
fA -i
-P
40%j- 11%)
25G -17
25G -18
IBI Group
IBI 18401 Von Kerman Avenue —Suite 110
Irvine CA 92612 USA
GROUP tel 949 833 5588
fax 949 833 5511
April 27, 2017
Melanie McCann
City of Santa Ana
20 Civic Center Plaza, Ross Annex M -20
Santa Ana, CA 92702
AMENDMENT PROPOSAL NO.5 - CIRCULATION ELEMENT UPDATE
This letter proposal details IBI Group's request for an amendment under our contract with the City
of Santa Ana for the Circulation Element Update project. Over the last six years, the draft
circulation element has gone through significant changes, including a new vision, completion of
the Santa Ana Safe Mobility Plan, changes to the policy framework and roadway designations,
OCTA modeling updates, work by the city on two separate Complete Street studies, advancement
of a fixed- guideway /streetcar system and BRT routes, and incorporation of Complete Street
principles.
This proposed scope of work reflects the items from our meeting that included IBI Group,
Placeworks, and City staff on December 7, 2016 and subsequent coordination with City staff. The
amendment covers tasks to update and complete the traffic study, EIR, and planning and public
participation support for the Circulation Element. The updates to both the Circulation Element and
EIR are based on a proposed new roadway network scenario, updated OCTA modeling and new
modal split, regulatory changes (e.g., air quality /GHG requirements, S8743, etc.), integrating
related plans (Safe Mobility Santa Ana Plan, and complete street plans (Downtown and Central
Santa Ana Transit Zone plans), additional meetings and extended project management efforts.
PROJECT REVISIONS AND REGULATORY UPDATES
Over the last six years, the draft circulation element has gone through significant changes,
including a new vision, completion of the Santa Ana Safe Mobility Plan, changes to the policy
framework and roadway designations, OCTA modeling updates, work on the Bikeway Master Plan
and Pedestrian Opportunity Area Plan, and incorporation of Complete Street principles among
others. The updated Circulation Element is also subject to new regulatory requirements, including
SB 743 which will transition transportation analysis under the California Environmental Quality Act
(CEQA) from level of service to a VMT (vehicle miles travelled) metric. Subsequent to our previous
work, the City has adopted a Climate Action Plan (2015) and the project is also now subject to
updated air quality and GHG regulations and modeling tools.
The fallowing revised scope of work is intended to address these and other key changes. The
tasks listed below correspond to the tasks assigned in the original scope of services for this
contract. The proposed budget for completing this work is attached to this letter.
Task 4: Evaluation of Master Streets and Highways Plan
This task involves work efforts that will be completed by IBI Group to analyze a new Circulation
Element roadway network scenario that includes the deletion of a future roadway along the Pacific
Electric Right -of -Way (PE ROW) from the MPAH arterial roadway network, as well as
IBI Group is a group of firms providing professio al sery s
-19
IBI Group
City of Santa Ana —April 27, 2017
modifications to the OCTA model assumed mode split for automobiles, bicycles, and pedestrians.
The traffic analysis will include analysis of the previously identified 78 study intersections and 52
roadway segments.
IBI Group will coordinate with OCTA to provide inputs for a single new OCTAM regional travel
demand model run to develop updated Year 2040 traffic forecasts that include the deletion of the
PE ROW and mode split modifications (as well as all previous modifications to the MPAH roadway
network identified by the city in the original contract and Amendments No. 1 and No. 2). This
model run will utilize the new version of OCTAM, which results in a change in the traffic study
horizon year from 2035 to 2040. This will require updates to the baseline future no project traffic
analysis as well. IBI Group will post - process the updated model forecasts obtained from OCTA to
update our June 2016 draft traffic study for both the 2040 no project and with project scenarios.
Based on comments received from OCTA, the traffic analysis will also be amended to incorporate
analysis of transit travel times and performance on up to 10 corridors within the City of Santa Ana.
This analysis will be based on transit travel time and performance data provided to IBI Group by
OCTA, and will be summarized as a distinct section within the updated traffic impact study.
In addition to the preparation of an updated traffic impact analysis for the Circulation Element
update, IBI Group will also work with the City to develop a proposed Vehicle Miles Traveled (VMT)
threshold and analysis procedures for incorporation into the Circulation Element and the city's
traffic impact standards. Traffic impact guidelines may be refined to reflect the Governor's Office
of Planning and Research (OPR) recommendation to replace traditional level of service with VMT
as the primary measure of transportation impacts. IBI Group will provide the city with a technical
memo summarizing recommendations related to establishing a VMT threshold and VMT analysis
procedures.
IBI Group will incorporate a VMT analysis into the traffic impact study. VMT data will be derived
from travel patterns extracted from the OCTAM regional travel demand model. The approach to
calculating citywide VMT targets will be consistent with the OPR's Revised Proposal on Updates
to the CEQA Guidelines on Evaluating Transportation Impacts in CEQA, Implementing Senate Bill
743 (January 2016).
This task also assumes time for attendance at up to two additional meetings with OCTA staff to
discuss the mode split modifications and VMT estimates.
Additionally, IBI Group has incorporated an additional $13,115 into the budget for this task to cover
the work efforts previously incurred and approved by the City in our Amendment dated October
2014 that was approved by City Council, but not executed by the City.
Task 8: Prepare CEQA Document
The tasks associated with restarting and updating the CEQA environmental analysis work are
described below.
Task 8.1: Proiect Initiation
We have not included additional hours for this task. The updated project description is fairly
comprehensive, and the work to understand and update the description is included in Task 2—
Notice of Preparation (e.g. project description update), Task 5— Screencheck EIR, and Task 11—
Project Management.
25G -20
BI Group
City of Santa Ana —April 27. 2017
Task 8.2: Initial Study/NO
The Initial Study was previously completed and the NOP released on April 4, 2014. The scope of
work and cost estimate for this amendment assumes PlaceWorks will not update the Initial Study,
which helps to expedite the schedule and reduce costs for the project. Although an Initial Study
assists in determining the requirement for an EIR and the contents for the analysis, it is not, a
CEQA requirement. We recommend that we prepare an updated NOP that includes a reasonably
comprehensive, updated project description, including support graphics, to enable agencies and
the public to make recommendations regarding the scope of the EIR. The NOP will also describe
updates to the environmental checklist, and outline the topics anticipated to be included in the
EIR. This will include Tribal Cultural Resources per AB 52 adopted in September 2016. The Draft
EIR will defensibly substantiate the exclusion of topics not addressed in the EIR. When the new
scoping meeting date is determined, we will reissue the NOP for the 30 -day public review.
Task 8.3: Public Scooing Meeting
Due to the lapse of time and substantial updates to the Circulation Element, a new scoping
meeting is recommended. PlaceWorks will coordinate the meeting and prepare notices and
appropriate supporting materials. We will prepare a powerpoint presentation and conduct the
meeting (if desired by the City). This task also includes preparing a summary of comments
received at the meeting to be included in the EIR.
Task 8.4a: Air Quality /Greenhouse Gas Emissions
Since our original proposal in 2011, Santa Ana has adopted a Climate Action Plan (2015); the
legislature passed Senate Bill 743 for alternative transportation metrics (e.g., VMT) and Senate
Bill 32 for new GHG reduction targets for year 2030; newer air quality and GHG modeling tools
were released (EMFAC2014 and CaIEEMod 2016); and new air quality and GHG reduction plans
were prepared (SCAG's 2016 RTPISCS, CARB's 2017 Scoping Plan Update, SCAQMD's 2016
AQMP). Because the original scope of work for air quality and GHG emissions impacts was
primarily qualitative and was prepared prior to release of these additional plans and regulations,
a contract amendment is necessary to coverthe additional requisite discussion needed in the EIR.
In addition, technical staff has been involved in several conference calls with IBI and the City since
2011 to discuss coordinating the environmental processing of the City's Climate Action Plan
(adopted in 2015) and Circulation Element Update, which expended the remaining budget).
Additional work not included in our original scope includes a consistency analysis of the proposed
project with the plans identified above. Finally, PlaceWorks will need to quantify air quality and
GHG emissions benefits of the project based on an estimate of future VMT provided by IBI Group
and compared to existing condition, along with revisions to the existing work already completed.
Task 8.4b: Noise
The scope of work has not been modified for this task. The cost estimate increase is related to
changes in staff and billing rates.
Optional Task: Biological Resources
Our original scope of work assumed a programmatic approach to the Circulation Element and did
not include a technical assessment of potential biological resource impacts. Subsequent,
proposed improvements along the Santiago Creek Trail become controversial, and the potential
to impact sensitive biological resources was identified. If such improvements are included in the
updated Circulation Element, the EIR will need to include an environmental assessment of impacts
25G -21
IBI Group
City of Santa Ana —April 27. 2017
to the creek. PlaceWorks will retain Glenn Lukos Associates (GLA) to conduct a preliminary
biological evaluation. Existing maps, documents, and correspondence relative to the proposed
project will be reviewed and analyzed. New information requirements will be identified and
strategies for acquiring this information will be determined. The California Natural Diversity
Database will be consulted to determine whether any sensitive species and /or communities are
known to occur on or near the property. Any sensitive biological resources identified for the site or
its near vicinity will be evaluated for their potential to occur on -site and will be discussed in the
final letter report. A field team of regulatory specialists will complete an overview of US Army Corps
of Engineers jurisdictional boundaries within the project site.
The field team will investigate specific conditions relating to jurisdictional criteria such as evidence
of ordinary high water marks, wetland vegetation indicator species, hydric soils, and appropriate
hydrology, all as outlined in the 1987 US Army Corps of Engineers Wetland Delineation Manual.
These data will be recorded on the aerial photograph for use in preparing a future formal
jurisdictional delineation, maps, and a letter report. A field team of regulatory specialists will
provide an overview of potential California Department of Fish and Wildlife (CDFW) jurisdictional
boundaries within the project site. All intermittent and ephemeral streams, rivers, creeks, dry
washes, sloughs, blue -line streams, and watercourses with subsurface flows; canals, aqueducts,
irrigation ditches, and other means of water conveyance; and lakes will be examined for indicators
of CDFW jurisdiction. A biologist will conduct a site reconnaissance of the property to determine
whether any sensitive species and /or communities are likely to occur on -site. If any sensitive
species or potential habitat or sensitive communities are identified on -site, their presence will be
noted and locations provided on a site map.
GLA will prepare a letter report to document the findings concerning Corps and CDFW potential
jurisdiction on the site. The report will document the extent of potential jurisdiction, assess wetland -
related biological resources, and discuss permitting strategies. Documentation will consist of color
photographs of representative potential jurisdictional areas (and non jurisdictional areas that could
be mistaken for jurisdiction) and a draft overlay map indicating the potential jurisdictional areas
that correspond to the aerial photograph provided by the client. The letter report will include the
results of the CNDDB review, soil map review, and site survey. Any sensitive species and /or
communities identified on site or with the potential to occur on the property will be discussed. If
necessary, a site map depicting the locations of sensitive species and /or communities will be
provided. Included in the report will be recommendations for additional focused surveys if it is
determined that such surveys are warranted. The letter report will also include a preliminary impact
analysis of the project (e.g., bike trail) on potential Corps /CDFW jurisdiction and biological
resources and mitigation measures.
Task 8.5: Screencheck Draft EIR
This task involves reviewing, revising, and updating the Draft EIR sections that were previously
completed and completing the final sections for review by the City. Additional analysis may be
required for topics that have experienced changes in the existing physical conditions or regulatory
environment.
Tribal Cultural Resources. As required by state law, this new section of the EIR will evaluate the
potential for implementation of the Circulation Element improvements to impact tribal cultural
resources and will discuss state laws and regulations protecting resources.
Also, SB 743 was passed by the state since our contract was approved by the City in 2011. Once
the guidelines are prepared and adopted, "automobile delay, as described solely by level of
service of similar measures of vehicular capacity or traffic congestion, shall not be considered a
25G -22
161 Group
City of Santa Ana — April 27, 2017
significant impact on the environment" (Public Resources Code Section 21099[b][2]). At this time
it is anticipated that the updated guidelines will be adopted in early 2018, and that the guidelines
will include a 2 -year opt -in for lead agencies to implement new significance thresholds and metrics
to evaluate transportation impacts. As discussed with the City at our December 7, 2016 meeting,
we believe that there are numerous advantages to address SB 743 in the Circulation Element and
for the EIR to comply with the new requirements. The approach we discussed is for the City to
adopt new significance thresholds as soon as possible (initiating this task early 2017), in order
that the new thresholds can be utilized in the EIR. The EIR can then rely on the numerous
advantages (particularly for a transit -rich City like Santa Ana). The additional scope of work will
include additional addressing both SB 743 thresholds, describing level of service standards (which
no longer will be CEQA significance thresholds), and analyzing the impact of the Circulation
Element on VMT compared to existing conditions (analysis to be quantified by IBI). The EIR will
also highlight the anticipated environmental review for future development projects relative to
transportation, and include graphics and standards for which projects would be assumed to result
in less than significant transportation impacts (e.g., within Y: mile of transit station, etc.).
Other areas that require updating include: population and employment, regional plans (e.g., land
use and planning), consistency with the 2016 RTP /SCS, and integration of the additional project
components. These components have the potential to affect other sections (e.g., aesthetics [trails],
land use and planning, population and housing, transportation, hazards [emergency evacuation
routes], police and fire services).
Tasks 8.6 Draft EIR
This task has not been initiated. Changes to the cost estimate, if any, involve changes in staff and
billing rates (the same number of hours has been allocated for these tasks).
Tasks 8.7 Response to Comments /Final EIR
This task has not been initiated. Changes to the cost estimate, if any, involve changes in staff and
billing rates (the same number of hours has been allocated for these tasks).
Tasks 8.8 Mitigation Monitoring and Renorting Plans
This task has not been initiated. Changes to the cost estimate, if any, involve changes in staff and
billing rates (the same number of hours has been allocated for these tasks).
Tasks 8.9 Findings of Fact. SOC and NOD
This task has not been initiated. Changes to the cost estimate, if any, involve changes in staff and
billing rates (the same number of hours has been allocated for these tasks).
Task 8.10: Meetings and Public Hearings
PlaceWorks staff has attended several project status and kick -off meetings, along with the CEQA
scoping meeting, and has expended 65 percent of the Task 10 budget. This task includes
attendance at the following meetings not included in our original budget: 3rd kick -off meeting, 2nd
scoping meeting, and 5 additional CEQA progress meetings. We have also included three
planning meetings to discuss the Element.
25G -23
IBI Group
City of Santa Ana —April 27, 2017
Task 8.11: Proiect Management and Coordination
This task includes continuing project management and coordination throughout the remainder of
the element preparation and CEQA process. The cost estimate for this task is based on the
estimated schedule included in this amendment. If the schedule is extended beyond PlaceWorks'
control, we may requested an augment for this task.
Task 9: Prepare Updated Circulation Element
The majority of the requested budget amendment for this task involves additional work that will be
undertaken by Placeworks to update the Circulation Element to incorporate enhancements to the
city's vision and policies, projects, and programs identified in recent local planning efforts related
to mobility, safety, and complete streets. The original circulation element contract was approved
in 2011 and authorized PlaceWorks to briefly review goals and policies for the Circulation Element
for a cost of $1,680. Based on subsequent discussions, Amendment #1 (approved in June 2014)
added $5,180 to prepare a vision and to expand the policy framework. IBI also submitted a
subsequent Amendment #2 to the City, which added $19,630, to complete remaining edits to the
policy framework, prepare four maps, and make 3 powerpoint presentations. This amendment
was approved by City Council, but the contract amendment was not executed by the City, so this
scope of work includes a request to re- authorize this $19,630 on top of the scope items noted
below.
In 2014, the Circulation Element was put on hold while significant local studies were being
prepared or finalized. Now that the City has restarted the project in 2017, several tasks in the
$19,630 amendment remain relevant — namely final revisions to the Circulation Element, mapping,
and public presentations. However, we also found that additional work was needed to complete
the project based upon the completion of many local and regional studies, changes in state law,
and conversations about project direction.
To that end, we have proposed the following tasks to complete the project.
9a. Due Diligence
As mentioned earlier, almost a dozen local and regional studies were completed while the
Circulation Element was on hold. Additional studies are also underway, including the Harbor
Corridor Transit Study and OCTA Transit Master Plan. This task therefore involves the review and
synthesis of the significant local and regional studies completed since the last draft of the
Circulation Element (2014). Based on our in initial survey of studies, this review includes the
following:
Active Transportation Plans
D Pedestrian and Bicycle Master Plan (2014)
» Safe Mobility Santa Ana Plan (2016)
» Golden Loop and OCTA 70/30 Plan (2017)
» OCTA Commuter Bicycle Plan
» Districts 1 and 2 Bikeway Strategy (2013)
» OC Complete Streets Initiative
Transit and Complete Streets
» Downtown Transit Complete Streets Plans (2016)
» Central Santa Ana Complete Streets Plans (2016)
25G -24
IBI Group
City of Santa Ana — April 27, 2017
» OCTA Long Range Transportation Plan (2014)
» OCTA Transit Route amendments (2016)
» OCTA Transit Master Plan (to the extent available)
» Central Harbor Blvd Transit Corridor Study
To reduce the cost of this review, City staff will provide excerpts that represent significant
implications for either the Technical Appendix or the Policy Framework. We will incorporate text
into both documents.
9b. Technical Appendix
The next task will be to revise the Technical Appendix to the Circulation Element. Prior to
commencement, we anticipate that the City will have reviewed the current materials, discussed
options, and decided upon the extent of revision necessary. In our review, we have identified
several sections that need updating:
• Revision of bicycle and pedestrian narrative. This would include the identifying and
discussing bicycle routes, current and planned mileage, safety information, Golden Loop,
and safe routes to schools.
• High Quality Transit Areas. A map of HQTAs and TPA should be provided as well as
narrative discussing potential opportunities and their ramifications for land uses.
• Transit Routes. Narrative on new transit routes, existing and planned, should be revised
as well as any future improvements that will impact Santa Ana.
• Complete Streets Plans. The current Technical Appendix does not address this topic.
Revisions will be needed to incorporate the Downtown and Central Santa Ana complete
street plans.
• Levels of Service. This section will need to be revised per City staff direction to incorporate
any new developments in multimodal levels of service
9c. Policv, Framework
The current policy framework of the Circulation Element contains a vision, five goals, and 45
policies that support the vision. While the policy framework is significant in coverage and many of
the prior work remains relevant, final revisions are needed to complete the policy, particularly from
tasks 12a and 12b. Since the majority of the policy framework remains relevant and timely, we will
focus our final work effort on three topics — active transportation, levels of service, and transit
opportunities. To complete this task, we assume that City staff will provide direction for necessary
revisions to the policy framework and any supplemental policy documents or direction needed to
expedite the completion of this task.
Our scope assumes that IBI, in concert with City staff, will develop implementation programs and
potential funding for the programs. Once complete, IBI would provide PlaceWorks with a final copy
of the identified programs and PlaceWorks would incorporate them into the final Circulation
Element.
9d. Circulation Element Mans
The current series maps in the Circulation Element are produced using Adobe Illustrator software.
In Amendment #2, we originally proposed to complete up to 4 maps in Adobe Illustrator. However,
from subsequent discussions, it appears that up to 12 maps will require revisions under
PlaceWorks' scope. We anticipate that 12 maps will need revision.
25G -25
IBI Group
City of Santa Ana —April 27, 2017
Policy Framework Maps
Exhibit 1: Master Plan of Highways
Exhibit 2: Fixed Guideway Plan
Exhibit 3: Bicycle Master Plan
Exhibit 4: Pedestrian Opportunity Plan
Exhibit 5: Transit Policy
Exhibit 6: High Quality Transit/Transit Priority
Technical Appendix Maps
Exhibit A -2: CM Roadway Network
Exhibit A -3: Truck Routes
Exhibit B -1: Proposed MPAH Changes
Exhibit B -7: High Frequency Transit Corridors
Exhibit B -8: Existing Bikeways
We have identified three options for completing revisions. Under option #1, we will amend 12 maps
in Adobe Illustrator with a single set of edits provided by the City. However, the maps will have
limited use. If the maps are produced in GIS, they would offer the City flexibility to mix and match,
as desired, with any other GIS -based layers produced for the general plan. If this flexibility is
desired, Option 2 is for the City to digitize the data and then transfer the data to PlaceWorks for
placing it on a base map and illustration. Options 3 is for PlaceWorks to digitize the data, create
the maps, and customize them in Illustrator.
9e. Revisions to the Circulation Element
We expect that the draft Circulation Element and Technical Appendix will require some revisions.
While the original Amendment #2 focused on revisions to the policy framework, we assume that
this task will be expanded to cover both the policy framework and the technical appendix. In
making our cost estimates, we assume that City staff will provide a single consolidated set of all
revisions requested. To ensure we understand the revisions, we would anticipate meeting with
you to review the revisions. This will allow us to hear and discuss the comments with you so as to
expedite completion of this task.
9f. Staff Meetings
This task involves three meetings. We anticipate that the project team would meet with you at the
outset to define expectations, exchange information, identify issues, and officially commence the
work. The second meeting would be to discuss new City land use and regulatory developments
that affect the policy framework. This would include discussions on VMT /LOS and land use
framework. The third meeting would be held midway through the project to review revisions to the
Technical Appendix and policy framework for the Circulation Element. A fourth and final meeting
would be to discuss the public presentation.
9g. Public Hearings
The project will conclude with hearings before elected and appointed bodies. PlaceWorks will
prepare and present a powerpoint on the circulation element at three venues —the Transportation
Subcommittee, Planning Commission, and City Council. The powerpoint is intended to be user -
friendly, filled with photos, and suitable for nontechnical audiences. IBI will be present to answer
technical questions. We assume that the powerpoint presentation will be prepared once, with
generally the same material for each audience. PlaceWorks is available to make extra
presentations on a time and material basis.
25G -26
IBI Group
City of Santa Ana —April 27, 2017
9h. Proiect Management
Project management includes miscellaneous tasks for billing, phone calls, and coordination with
the consultant team and city staff.
Deliverables:
• Circulation Element Policy Framework (draft and final)
• Circulation Element Technical Appendix (draft and final)
• Powerpoint presentation (draft and final)
Detailed cost summary sheets are attached to this scope of work. The combined total augment
request for IBI Group and Placeworks is $156,716. Should you have any questions regarding this
proposal, please do not hesitate to contact Bill Delo at (949) 833 -5588. We look forward to the
opportunity to continue to work with and assist the city on this project.
Sincerely,
IBI Group
��
David Chow, P.E., AICP
Regional Director, USA West
25G -27
Santa Ana General Plan Circulation Element Update - Butlget Amendment No 5
IBI Group Team
Man -hours by Task
27-Apr-17
TOTAL HOURS by STAFF
TOTAL FEE by STAFF
0 74 38 158 8 278
$0 $17,760 $5,130 $15,800 $600 $39,290
IBI Total Labor Hours 278
IBI Total Labor Fee $39,290
ODC's $ 105
IBI Total Budget:
IBI Total Budget:
Placeworks Total Budget:
Subtotal Proposed Budget:
October 2014 Amendment Request
Total Proposed Budget:
25G -28
$39,395
$39,395
$84,321 (see attached for details)
$123,716
$33,000
$156,716
IBI Group
Total
Total
Labor
Fees
Pm)ect
Manager
Pmjed
Integrator
Trage
E% mer
Tren,mde
nPlanner
G npeia
D craw
Viral.
MAd>eeal
D. ceaw
Hours
$300.00
1 $240.00
1 $135.00
$100.00
$75.00
TASK 1: Project Management and Meetings
General project management
0
$0
Meetings
0
$0
TASK 4: Evaluation of Master Plan of Streets & HwyS
Updated OCTAM Year 2035 Forecast
i 81
61
10
24
$3,730
OCTA Meetings
4
4
4
12
$1,900
Intersection and Street LOS Analysis (update for 2040
al
101
24
42
$5,670
Transit Performance Analysis
1 101
121
60
82
$10,020
VMT Thresholds and Analysis
1 201
61
60
86
$11,610
TASK 9: Prepare Updated Circulation Element
Draft Circulation Element
i 16
4
20
$4,140
Final Circulation Element
8
4
12
$2,220
TOTAL HOURS by STAFF
TOTAL FEE by STAFF
0 74 38 158 8 278
$0 $17,760 $5,130 $15,800 $600 $39,290
IBI Total Labor Hours 278
IBI Total Labor Fee $39,290
ODC's $ 105
IBI Total Budget:
IBI Total Budget:
Placeworks Total Budget:
Subtotal Proposed Budget:
October 2014 Amendment Request
Total Proposed Budget:
25G -28
$39,395
$39,395
$84,321 (see attached for details)
$123,716
$33,000
$156,716
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25G -30