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HomeMy WebLinkAbout2025-05-13 - AGENDA REPORTS - OBJECTIVE DESIGN STANDARDS CONTRAgenda Item: 18 CITY OF SANTA CLARITA AGENDA REPORT CONSENT CALENDAR CITY MANAGER APPROVAL: Li ` DATE: May 13, 2025 SUBJECT: OBJECTIVE DESIGN STANDARDS CONTRACT DEPARTMENT: Community Development PRESENTER: Mikaela Manion RECOMMENDED ACTION City Council: 1. Award a two-year contract to RRM Design Group to create objective design and development standards for multifamily and mixed -use residential projects for a total contract amount not to exceed $250,000. 2. Appropriate funds in the amount of $250,000 to Miscellaneous Grant Fund (Fund 259) Planning Grant expenditure account 2593110-516101 and increase Miscellaneous Grant Fund (Fund 259) revenue account 259-462101 by $250,000. 3. Authorize the City Manager or designee to execute all contracts and associated documents, subject to City Attorney approval. BACKGROUND On October 8, 2024, the City Council adopted a resolution authorizing the City Manager or designee to execute a Memorandum of Understanding (MOU), in a form approved by the City Attorney between Southern California Association of Governments (SCAG) and the City of Santa Clarita (City) for a Subregional Partnership Program (SRP 2.0) for the purposes of receiving Regional Early Action Planning Grants of 2021 (REAP 2.0) funding in the amount of $250,000, to prepare objective design and development standards for multifamily and mixed -use residential projects (Project). The MOU was executed on April 1, 2025, with a minor change described below. When initially presented to the City Council, the intent was to utilize SCAG's consultant procurement process and SCAG would administer the contract, while the City would work Page 1 Packet Pg. 340 directly with the consultant. However, SCAG was unable to procure a consultant. Therefore, the City proceeded with its own procurement process, will administer the contract, and submit costs to SCAG for reimbursement. The contract budget is $250,000 and will be entirely funded by the REAP 2.0 Grant established by SCAG. This effort will support the implementation of Program HP-2.1 from the City's 6th Cycle Housing Element, which addresses recent changes in state law aimed at streamlining the review process for housing developments. The Project will establish clear, measurable development standards for housing projects with the goal of eliminating subjective design standards, establish objective design standards for multifamily and mixed -use housing projects, and create predictable outcomes for housing developments per state requirements. The City conducted a Request for Proposal (RFP) to solicit proposals from qualified consulting firms to create objective design and development standards for multifamily and mixed -use residential development projects. The RFP was published and circulated via the City's e- procurement system, BidNet, on February 24, 2025. The City transmitted the solicitation to 2,503 vendors on BidNet, of which 101 vendors downloaded the RFP. Six companies provided proposals for consideration. These proposals were reviewed and evaluated based on each company's ability to meet the specific needs of the City. An evaluation panel comprised of staff from the Planning division scored the responses using the following categories of weighted criteria: • Scope of Work and Program Management: thoroughness of proposal, approach to providing sound services, and ability to provide services to meet objectives and standards; • Experience on similar projects/references; • Responsiveness to the RFP; and • Cost. The evaluation team scored the responses based on a 100-point system, with the results outlined below: Rank Company Location Score 1 RRM Design Group San Juan Capistrano, CA 100.00 2 Mintier Hamish LP Sacramento, CA 83.00 3 Interwest Consulting Group Irvine, CA 75.00 4 Precision Civil Engineering, Inc. Fresno, CA 70.00 5 Mobius Planning Anaheim, CA 65.00 6 Harmonie Park Development Group LLC Los Gatos, CA 65.00 In reviewing proposals, the evaluation team awarded the highest score to RRM Design Group (RRM). Based on the quality of RRM's comprehensive proposal, related experience, in-house technical expertise, and professional references, City staff recommends RRM as the firm most qualified to complete the Project. RRM Design Group has written objective design and development standards for over ten cities within California, including Alhambra, Encinitas, and Page 2 Packet Pg. 341 La Mirada, and has experience implementing them and ensuring these standards are buildable. RRM Design Group is familiar with the City's review and development processes, and with the City's current Community Character & Design Guidelines/architectural requirements, which will be the foundation for the objective design and development standards. The contract services include: • Preparation of project management plan and schedule; • Monthly invoicing and reporting; • Data collection and preparation of associated technical documents; • Preparing for and conducting stakeholder workshops; • Preparation of the final Objective Design Standards (including up to four draft versions); • Preparation/refinement of housing development permit applications and checklists; and • Attending public meetings. Staff has completed a due -diligence review of RRM's professional references and determined its work history meets the City's standards. Based on the above, staff recommends awarding the contract to RRM. Adoption of the objective design and development standards will require approval by the City Council and will be presented to the City Council for consideration at a future meeting. ALTERNATIVE ACTION Other action as determined by the City Council. FISCAL IMPACT Upon approval of the recommended actions, budget for the Miscellaneous Grant Planning Expenditure Account (2593110-516101) will increase by $250,000 and Miscellaneous Grant Revenue Account (259-462101) will increase by $250,000. ATTACHMENTS RRM Design Group RFP Response File Page 3 Packet Pg. 342 Santa SCAG REAP 2.0 Project Submitted by RRM Design Group on March 25, 2025 ram ', a. � •' ,•. try x' t' v .■ F .. . ti m besign group 18.a 0 Q Q F- U Q H Z O U U) Q Z Q H U) Z 0 U) W a W H U W m O a2 ii Q c 0 a a� a LL a 0 ,L^ V C .N C� NC INf� .F+ E V .F+ Packet Pg. 344 18.a Proposal For SCAG Grant REAP 2.0 Project Table of Contents Introduction................................................................1 References................................................................. 5 Plan of Study/Scope of Work ........................................ 9 Schedule..................................................................19 Program Management ............................................... 23 Personnel, Equipment, and Facilities ............................ 25 Subconsultants.......................................................... 31 Experience on Similar Projects .................................... 33 Statement of Offer and Signature ................................ 49 Appendix - Forms ....................................................... 51 Graphics & Photographs: This document features images of RRM Design Group and its subconsultont partners' projects, the graphics and photos of which ore owned, copyrighted, and/or licensed by our respective firms. Some images may be modified due to privacy concerns. About RRM Design Group: 32332 Camino Capistrano, Ste. 205 • San Juan Capistrano, CA 92675 • (949) 361-7950 • rrmdesign.com • A California corporation Leonard Grant, Architect C26973 • Robert ComdCho, PE 76597 • Steven Webster, LS 7561 • Jeff Ferber, PLA 2844 The written and graphic materials contained in this proposal are the exclusive property of RRM Design Group. The unauthorized use of any portion of these text or graphic materials without RRM's prior written consent is expressly prohibited. 02025 RRM Design Group Packet Pg. 345 18.a p - I Packet Pg. 346 18.a Section One: Introduction Proposal for SCAG Grant REAP 2.0 Project 4 ow 111 Ll LL U) a O M U) a LL Q. 0 0 a Rendering: Anacapa Courts Mixed -use Development, Ventura, CA Packet Pg. 347 18.a City of Santa Clarita I Proposal for SCAG Grant REA Packet Pg. 348 18.a Re: SCAG Grant REAP 2.0 Project design Dear Ms. Abston, group The City of Santa Clarita has long set a high standard for quality design, and RRM Design Group Creating is proud to have supported that vision for the past twenty years. I was honored to assist in Environments the development of the City's original design guidelines document in 2001 and the current People Community Character and Design Guidelines revised in 2008. Our team has also worked Enjoy® collaboratively with City staff to provide design direction for new development through design review services. While these tools have served the community well, the subjective nature of March 25, 2025 guidelines can only go so far. Jaclyn Abston City of Santa Clarita It is time to take this commitment to the next level through the development of objective 23920Valencia Blvd., design standards. Objective design standards establish quantifiable requirements that ensure Suite 300 compliance with standards that foster design excellence. We understand the primary goals for Santa Clarita, CA, 91355 ................... this project are to: RRM Design Group 32332 Camino Capistrano, Ste 205 San Juan Capistrano, CA 92675 p: (949) 361-7950 • Establish clear, measurable design standards for housing projects to create predictable outcomes for housing developments and reduce obstacles to housing production • Implement streamlined and ministerial review processes for qualifying housing projects (consistent with State law and the City's Housing Element) to accelerate infill development • Ensure that qualifying projects align with the City's expectations for maintaining the character of the City We are confident we can effectively craft objective design standards to meet the City's goals for creating applicable objective design standards that will help to streamline the approval process and provide clarity to address the growing housing challenges and recent legislative changes. Moreover, we have written award -winning objective design standards for a number of California communities. We have helped cities such as Pasadena and West Hollywood evaluate, improve, and streamline their application and permitting process. We have designed and entitled hundreds of affordable and multifamily housing units that have been built in California. We share in the City's desire to promote high -quality architecture while being sensitive to the individual character of Santa Clarita's communities and neighborhoods. Our work will provide clear standards that will be easy for applicants to understand and apply to their proposed developments, as well as for staff to review and approve, which will result in added certainty and transparency in the process. At RRM, this job matters. It is the type of project that gets us out of bed in the morning. Affordable housing, multifamily and mixed -use development, design standards, and collaboration with City staff are what keep us inspired and excited about planning and design. Our team is available to begin work immediately and is fully committed to dedicating time, key personnel, and resources for the project's duration. If you need more information or have any questions regarding our capabilities or the contents of this proposal, please reach out to Jami Williams at JAWilliams@rrmdesign.com Sincerely, RRM Design Group Jami Williams Principal -in -Charge K'1014, lAlq iq Katja Dillmann, AICP, JD Project Manager m ii Introduction I Section 1 Packet Pg. 349 18.a HIM i, i -JI'm a LL Q. 0 Packet Pg. 350 Section Two: References Proposal for SCAG Grant REAP 2.0 Project Rendering: Front Street Mixed -Use Development, Ventura, CA Packet Pg. 351 18.a RRM's Relevant Experience For 50 years, RRM has served local jurisdictions throughout California, providing policy planning, urban design solutions, and land use strategies that have advanced use and regulatory planning, state housing laws, affordable housing, and infrastructure planning in alignment with community needs and desires. Our general plan elements, community plans, specific and master plans, urban design studies, and ordinances and overlay zones draw from local and regional context and influence to provide context -sensitive urban and rural design strategies and guidance. They foster infill development, reduce vehicle miles traveled, increase housing affordability, and advance equity. RRM's multi -discipline team's extensive and ongoing work in both the private and public sectors provides a balance of practice that makes our plans creative yet realistic and implementation -oriented. Recommendations are truth tested in-house by our architectural practice and their understanding of design and construction, and our practitioners ensure that "concept" can make it "concrete." This sets RRM apart from other consultants and will serve you well in the desire to collaborate with a firm that will... • Establish clear, measurable design standards for housing projects to create predictable outcomes for housing developments and reduce obstacles to housing production • Implement streamlined and ministerial review processes for qualifying housing projects (consistent with State law and the City's Housing Element) to accelerate infill development • Ensure that qualifying projects align with the City's expectations for maintaining the character of the City • Leverage experience of developing design standards for over 20 communities throughout California Our planners and urban designers collaborate internally with the in-house team of architects, engineers, and landscape architects to give us an advantage in writing policies and plans that go beyond shelf art; they are implementable and produce results. Above all, our plans are prepared in a truly inclusive and collaborative process, embracing the unique attributes that represent the values and culture of each community. Affordable Housing Policy, Analysis, and Program Development RRM's team includes experts in housing policy, standards, design, and implementation. We know what is feasible, and we understand the realities that can impede housing production. From developing easy -to - use and easy -to -administer design standards to designing residential solutions that fulfill your community's needs, our team is driven by the mission of providing housing for all. Our experience on both sides of the counter gives us unique insight into how standards and the necessary developer _requirements can yield quality housing projects. This unique ability allows us to create design standards that are truth -tested by architects. We have planned and designed hundreds of affordable, multi -family, senior, and mixed -use housing units and have partnered with communities, developers, and J organizations to craft Objective Design Standards and implementation plans for future housing development throughout the state. In a state where housing is scarce, RRM Design Group offers the ideas and qualifications to create truly affordable, livable, and sustainable projects. Our multi -discipline approach means our designs are functional and implementable, transforming client dreams into wonderfully livable places. City of Santa Clarita I Proposal for SCAG Grant REAP Packet Pg. 352 18.a RRM Design Group Firm Profile 50 Years of Creating Environments People Enjoy We love being a 100 % employee -owned design firm, and we plan on doing this for the next 50 years All of us at RRM thrive on our passion for crafting enjoyable environments, a commitment that has fueled our success for fifty years. From the inception of our journey to our current state of expansion, our team of architects, landscape architects, engineers, surveyors, and planners collaborates closely with clients to shape our communities. Whether the project is public or private, commercial or residential, we excel in attentive listening, thoughtful design, and timely, budget -conscious delivery —values we've upheld since our establishment in 1974. We want to be known as friendly, helpful, and collaborative design professionals We feel that this client quote sums up the experience of working with RRM: "RRM was equally attentive and responsive to issues both large and small, real and imagined. I was consistently impressed with their calm, informed manner and attention to details." , 3i00+ RRM projects in the last decade Our clients enjoy the experience of working with us: 8.5 NPS on Our employees like their careers at RRM: "Best Firm to Work for" (Overall Net 2022, 2023, 2024 Promoter Score) - Zweig Group well above AEC industry average of Z2 7 RRM Offices Our headquarters are located at: 3765 South Higuera St., Ste. 102 San Luis Obispo, CA 93401 p: (805) 543-1794 All offices: San Luis Obispo, Santa Barbara, San Juan Capistrano, San Leandro, Ventura, San Diego, and Seattle 200+ Employees in 6 Disciplines • Architects • Civil Engineers • Landscape Architects • Planners & Urban Designers • Structural Engineers • Surveyors 100 % Employee - Owned Firm RRM Design Group is a California corporation and a 100% employee -owned company (ESOP), incorporated November 26, 1974 z z O - U 0 z a H z 0 M W a w U W m O References I Section 2 Packet Pg. 353 Section Three: 18.a Plan of Study/Scope of Work Proposal for SCAG Grant REAP 2.0 Project Fuentes Affordable Housing, rra, CA Packet Pg. 355 18.a Plan of Study/Scope of Work RRM understands that the City desires to continue refining and tailoring its approach to design standards and to create an attractive and aesthetically pleasing city environment. We understand the primary goals for this project are: Establish clear, measurable design standards for housing projects to create predictable outcomes for housing developments and reduce obstacles to housing production Implement streamlined and ministerial review processes for qualifying housing projects (consistent with State law and the City's Housing Element) to accelerate infill development Ensure that qualifying projects align with the City's expectations for maintaining the character of the City The following scope delivers on what the City has requested in its RFP and outlines how we will achieve the requested tasks. We have followed the scope described in the issued RFP, at times, literally, by bringing forward the original language in its entirety and, at times, in spirit, by providing approaches that we have found successful in other communities to produce implementable and useful standards. Our project deliverables will ensure that the standards comply with the intent of State legislation to facilitate development, resulting in structures that are compatible with the surrounding neighborhoods and raise the bar on community design. RRM Design Group (RRM) will perform the following Tasks: Task 1: Project Management and Coordination Task 1.1: Project Kick -Off Meeting Within the first month of the Notice to Proceed issuance, RRM will hold a virtual kick-off meeting with the Project Management Team (PMT). The PMT will consist of the SCAG Project Manager and Deputy Project Manager, City of Santa Clarita Project Manager, and other relevant staff to review the project vision and goals and to confirm the direction of the technical approach and engagement efforts. The kick-off meeting will be used to review the draft Project Management Plan (PMP, Task 1.2), project scope of work, schedule, and budget; establish a schedule for the Project Management Team meetings (PMT, Task 1.3); identify potential stakeholders to engage (Task 2.1); and confirm communication protocols. RRM will also lead a discussion on data collection and management (Task 1.6). RRM will provide the kickoff meeting agenda to meeting attendees at least 48 hours in advance to allow time to review and revise it. Following the kick-off meeting, RRM will provide meeting notes and next steps. RRM will be responsible for preparing an agenda, presentation materials, and any handouts ahead of the kickoff meeting and making materials available to all. Task 1.1 Deliverables: • 1.1.1. Project kick-off meeting agenda • 1.1.2. Project kick-off meeting notes and list of attendees • 1.1.3. Project kick-off presentation and any handouts or any other relevant materials, including one revision based on a single redlined draft of City/SCAG comments Task 1.2: Project Management Plan and Schedule The foundation of RRM Design Group's practice relies on expert and proactive project management. As part of this task, RRM will prepare a Project Management Plan (PMP), which will include the contact information for the key project team, the scope of work, the schedule, the budget, invoicing progress, reporting details, along with document control and QA/QC procedures. The PMP will also include deliverables and timelines. The PMP will identify a system for project control, including necessary procedures for conducting the work, managing resources, communications, budget, schedule, monitoring and reporting project status and progress, document control, and quality assurance/quality control. The PMP will include safeguards for the early identification of issues and their effective resolution. Upon approval by SCAG, the PMP will be the 10 City of Santa Clarita I Proposal for SCAG Grant REA Packet Pg. 356 18.a document guiding this work effort's progress. RRM will notify SCAG as swiftly as possible about any potential necessary updates to the PMP. Any proposed changes to the overall PMP must be approved by SCAG. RRM will deliver the first draft of the PMP prior to the Kick -Off Meeting. RRM will then use information gained during the Kick -Off meeting to capture a clear direction on final deliverables and end products, to establish a shared understanding of the project with the City and all team members, and refine the PMP as necessary based on these discussions and any written comments provided by either SCAG or the City. RRM will develop a schedule showing all work tasks, subtasks, start dates, activity durations, product submittal dates, key project milestones, and relationships among work tasks, including critical path items. Each task and subtask deliverable will be provided to the Project Management Team (PMT) as it is completed, according to the project schedule. The PMT will have a two -week review period for all deliverables. All comments, edits, suggestions, and questions regarding the PMT will be submitted to RRM as one consolidated set of redline edits. RRM will then incorporate the edits into a revised deliverable. RRM employs a structured critical path project management approach; the timeline shown on page 20 illustrates our structured approach: • Mapping project phases and key deliverables in a clear, sequential order • Defining dependencies to ensure critical path activities are prioritized • Including review points and approvals to align with our quality control process This timeline integrates with our internal project management framework, ensuring efficient execution and adaptability to client needs. Task 1.2 Deliverables: • 1.2.1. Draft and Final Project Management Plan (PMP) • 1.2.2. Project schedule Task 1.3: Project Management Meeting The RRM Project Manager will conduct monthly check -in meetings with the Project Management Team (PMT), which includes the SCAG PM, City of Santa Clarita PM, and other team members, as needed. The meetings will be used to update the PMT on project progress, to identify and plan for upcoming tasks, and to anticipate any concerns or challenges. At the beginning of this work effort, a standing date and time will be identified based on the PMT's availability to simplify the scheduling of the monthly meetings. RRM will provide meeting agendas at least 48 hours (approximately two days) in advance and follow up meeting notes to ensure the next steps are documented. Ongoing project management and coordination includes teleconference meetings, correspondence, record keeping, electronic file management, and additional coordination as necessary for the project's duration. Task 1.3 Deliverables: • 1.3.1. Meeting agendas for monthly PMT meetings • 1.3.2. Meeting notes with list of attendees • 1.3.3. Meeting materials, including presentations or any handouts as needed • 1.3.4. Ongoing project coordination and management. This assumes an average of eight (8) hours per month for eighteen (18) months. Task 1.4: Monthly Invoicing and Reporting RRM will prepare monthly invoices and reports in accordance with SCAG invoicing and reporting methodologies. Each report will follow a format approved by the SCAG Project Manager. RRM will track and report critical path activities and milestones and prepare and submit monthly progress reports to SCAG. Monthly progress reports will highlight the work performed and deliverables completed during the previous month, identify any issues encountered, and provide a proposed solution(s) to address said concerns. If SCAG has an established preferred format or template that should be used, RRM will follow that formatting. Plan of Study/Scope of Work I Section 3 Packet Pg. 357 18.a Each monthly progress report will, at a minimum, include: • Summary • Progress narrative • Description of tasks completed • Project schedule describing the percentage of each task/deliverable/milestone • Summary of costs incurred per task/milestone with info on remaining funding by task • Schedule and schedule tracking narrative • List of deliverable items • Management issues • Needed corrective actions • Statement of resolution of problems • 30-day look ahead Task 1.4 Deliverables: • 1.4.1. Monthly invoices • 1.4.2. Progress reports Task 1.5: Project Close -Out Files At the end of the project, RRM will document and assemble all project deliverables and provide them in accordance with SCAG's project close-out procedures. All deliverables will be provided in accordance with the Project Schedule; however, in addition, RRM will provide all project deliverables in an organized fashion at the end of the work effort, delivered in an electronic format, along with an Excel file documenting the location and completion of deliverables. Each task will have its own folder. Within each task there will be a folder with the name of the deliverable and the final version of each deliverable within it. Each meeting held will have a folder including agendas, notes, and other relevant materials from that meeting. Task 1.5 Deliverables: + • 1.5.1. Project close-out files with accompanying Excel file Task 1.6: REAP Metrics Data Collection and Reporting RRM will work with the SCAG PM to develop agreed -upon selected measurable outcomes and metrics as relevant to this work effort. These outcomes will be the basis for monthly reporting of progress and measured outcomes. Task 1.6 Deliverables: Q • 1.6.1 REAP metrics data collection and reporting Task 2: Stakeholder Outreach We believe an effective community outreach program creates confidence in the planning process, promotes broad -based understanding, and reflects the interests and needs of the community. We also believe that every project and every community deserves a customized approach to maximize success. This task outlines a series of community engagement activities proposed to facilitate dialogue and generate buy -in for this effort. Residential design and aesthetics can be a strong source of pride and identity for the local community. Since this work effort includes objective design standards for both multi -family and mixed -use, community engagement on this topic provides a unique opportunity to build bridges and create trust through the public process. In our experience, we have also observed that the development of objective design standards is more technical in nature, and the community often benefits most from a robust education process focusing on project intent and desired outcomes. Feedback is most effective when focused on gaining an understanding from City staff, decision -makers, and the development community on common issues associated with existing 12 City of Santa Clarita I Proposal for SCAG Grant REAP Packet Pg. 358 18.a City policy, standards, and the development review process. With this in mind, we have tailored the following approach to build upon this experience while aligning with the recommended approach as outlined in the RFP. Task 2.1: Stakeholder Outreach and Vision RRM will develop a Public Involvement Plan (PIP) that will promote understanding of the project and will be closely coordinated with the technical work. The PIP will succinctly summarize program objectives, outreach components, and schedules linked to the technical process. Design of the PIP will include but is not limited to: • Building on the City's current procedures and outreach as described in this work program • Promoting an understanding of the need for housing and the role objective development standards have in the development of infill housing as either multifamily or as part of a mixed -use development • Drawing clear connections with other City priorities or efforts • Focusing discussion on specific barriers to housing production • Calibrating presentation and feedback methods to community members and stakeholders • Identifying marketing strategies for workshops and public hearings, including digital e-blasts, social media posts, website postings, and print distribution methods The PIP will align with the PMP and project schedule and identify proposed means and methods of conducting interactive community engagement rooted in equity and inclusion principles. The PIP will be designed to inform community members and stakeholders of the need for housing and educate them in a dialogue about the standards and standardized and streamlined entitlement/permitting processes with the goal of accelerating housing production. Task 2.1 Deliverables: • 2.1.1. Draft and Final PIP, based on a single redlined draft of City/SCAG comments, including a project timeline provided in English and Spanish, if requested Task 2.2: Stakeholder Workshops This task outlines a series of community engagement activities proposed to facilitate dialogue and generate buy -in for this effort. As mentioned above, in our experience, we have also observed that the development of objective design standards is more technical in nature, and the community often benefits most from a robust education process focusing on project intent and desired outcomes. Feedback is most effective when focused on gaining an understanding from City staff, decision -makers, and the development community on common issues associated with existing City policy, standards, and the development review process. With this in mind, we have structured our outreach process to align with the City's recommended approach as outlined in the RFP with additional options. We understand the City's desire to choose the approach to the public workshops —virtual or in -person —once this work effort reaches these milestones. We would like to offer the flexibility to choose the right approach or mix -and -match to provide a variety of formats for ease of participation. RRM has budgeted this task for being in -person, but there may be cost efficiencies if conducted virtually. The budget assumes a total of up to two (2) workshops. Regardless of the format — in -person or virtual — Workshop #1 will focus on the engagement of local stakeholder groups. Workshop #2 will focus on local developer groups. Each set of workshops will focus on building an understanding of the objective design standards. This includes an educational overview of the housing challenges in the SCAG region and those specific to Santa Clarita, California State laws around housing production, and Santa Clarita's existing regulations and process. Best practices will also be highlighted to show the public where streamlined development regulations could be headed. Depending on content developed in collaboration with the City, a digital survey may be combined with the workshop as a simple method for the stakeholders and developers to provide feedback. All comments or survey results received will be provided in a Feedback Survey Memo. Plan of Study/Scope of Work I Section 3 Packet Pg. 359 18.a RRM will develop accessible, comprehensible, and appealing outreach materials to support the outreach plan. RRM will develop content for up to four social media posts and announcements for the City to distribute on its platforms, such as social media, newsletters, webpages, and e-blasts. RRM will coordinate with the City PM to gauge key concerns or known related issues, areas of sensitivity, and preferred engagement methods. All engagement conducted will be designed through a lens of equity and accessibility to serve the range of people living in the City. The scope includes coordination hours, event attendance, and facilitation. Looking at the demographics of Santa Clarita, approximately one-third of Santa Clarita is Hispanic. While this does not indicate the level of Spanish language participation, it is assumed that material will be provided in Spanish based on this. Simultaneous interpretation is not assumed but can be provided with additional authorized scope and fee. If the City desires the materials to be provided in a language other than Spanish, it can be provided by our team as an additional service and fee. At the onset of the project, RRM will work with the SCAG PM, who is responsible for coordinating with SCAG's Manager of Media & Public Affairs or appropriate person, and establish the required content, formatting, and approach to public -facing material produced for this work effort. RRM will credit SCAG as a funder of the project via a logo or text. Task 2.2 Deliverables: I2.2.1. Two (2) facilitated public workshops — in -person or virtual determined by the City • 2.2.2. Two (2) workshop feedback summary memos Task 3.1: Existing Local Policies and Regulations Review RRM will conduct a review of the City's existing development review processes and produce a memo that recommends updates to streamline the housing approval process. The review will analyze existing policy documents, design guidelines, development standards and regulations, and permit procedures. This may include a review of policies and processes for both planning approvals (entitlements) and building/permit approvals, including the City's current Community Character Design Guidelines and Unified Development Code development standards to determine the approach to refining existing standards into objective criteria. Similar to our multi -discipline approach to developing design standards that are truth -tested by architects who have designed and constructed multi -family residential, and mixed -use projects, our team understands the development review process since we have been on both sides of the counter. In addition to working closely with developers on infill projects, we have seen numerous projects through construction, giving us a practical understanding of how regulations translate into built environments and ensuring that our plans foster private investment. This task will include up to eight hours of virtual interviews with City staff and local developers to gain insight into the existing process and potential opportunities for improvement. The review will consider HCD pro -housing guidelines, policies, programs, and five (5) to ten (10) previous development applications and approvals identified by the City, along with any other relevant planning efforts currently underway by the City. This exercise will serve to understand how the City currently processes applications and how long the entitlements process typically takes. RRM will summarize key findings and provide recommendations to improve the City's process in a draft summary and recommendation memo. Based on feedback provided by City staff, RRM will prepare a final summary and recommendation memo. The review will assess the following for the City: Existing design guidelines and review process, including existing entitlement and building permit applications and recent design review memorandums Typical permitting timelines and factors that tend to extend the permitting process as a housing project makes its way through the City's design review and approval process Typical timeline for initial completeness check conducted by all required City departments (e.g. Engineering, Planning, Public Works, etc.) 14 City of Santa Clarita I Proposal for SCAG Grant REAP Packet Pg. 360 18.a The number of completeness checks a typical process currently requires before a project is "deemed complete" Acknowledgment education that streamlining the approval process may result in a reduction of development costs by requiring less time processing applications, thus making the delivery of more affordable units more economically feasible Analysis of five (5) to ten (10) recent multifamily and mixed -use project permit applications/approvals Task 3.1 Deliverables: 3.1.1. Draft Summary and Recommendation Memo 3.1.2. Final Summary and Recommendation Memo based on a single redlined draft of City/SCAG comments Task 3.2: Objective Design Standards The objective design standards are intended to be applied to citywide multifamily residential and mixed -use developments. Efforts in Task 3.1 will identify those standards that need to be modified or replaced to ensure objectivity and promote quality design. Based on this assessment, RRM will prepare multi-family/mixed-use objective development standards for the City. The standards will be designed to include but not be limited to: • Supplement, replace, and in some cases translate existing zoning code regulations and Community Character Design Guidelines into clear, objective standards with discrete explanatory graphics as appropriate • Calibrate objective standards to enable the maximum density allowed consistent with Senate Bill 330 with a sensitivity to community character • Address issues or concerns arising from the highest volume potential development type or locations of greatest concern • Address form and site planning; however, also clarify regulations for density including density bonus, open space, frontages/orientation, site planning as applicable, mechanical elements, and parking • Allow Santa Clarita to identify standards that are most important (or challenging) locally to focus on clarifying standards The objective is to create an easy -to -use and easy -to -administer document and eliminate redundancy and unnecessary or subjective standards otherwise covered by existing documents. The design standards will provide direction on topics such as site planning, building massing and elements, building frontages, entrances, utilitarian/mechanical elements of building design, etc. The standards will be clearly written and tailored to the ultimate users: residents, developers, design professionals, City staff, and decision -makers. RRM will develop up to five sample development project graphics (prototypes) to illustrate the effective use of the objective design standards. RRM will collaborate with City staff to identify typical parcel dimensions to serve the highest volume potential development type or locations of greatest concern. The prototypes will cover applicable zoning designations for multi -family uses, including multi -family, mixed -use, and commercial zones. Objective standards text will be supported by explanatory diagrams that make the standards easy to understand and simple to implement. This scope assumes the development of up to ten (10) diagrams utilizing prototype graphics to illustrate objective design topics and will include varying colors, dimensions, and call - outs to ensure readability. While this scope of work does not include the development of new zoning regulations, RRM will review existing regulations to ensure compatibility and may provide recommendations where appropriate on how existing standards can be adjusted to reflect current state and local conditions. For example, adjustment of density language to enable maximum development under the General Plan land use designation, or setback modifications that increase minimum sidewalk widths to ensure adequate space for pedestrian mobility and to accommodate the demand for other amenities in the public right-of-way. Plan of Study/Scope of Work I Section 3 Packet Pg. 361 18.a RRM will create a digital template for the standards. This will allow the City and SCAG to provide comments on the layout and graphic approach prior to developing the first draft of the standard. Once we have received one set of consolidated redline comments, the template will be finalized and used for the development of the objective design standards document. RRM will provide a deliverable that can be used by City planning staff, easily shared with applicants, to decision -makers, and codified into the municipal code as appropriate. This task includes four (4) drafts of the standards, and each draft will be modified based on a single consolidated redline set of SCAG/City comments: • Draft 1—Preliminary. Topics to be addressed in the objective design standards and a sample organization will be provided in a slide deck that can be used in a discussion with staff and as part of a workshop presentation. This version will be reviewed with the City; comments will be incorporated to develop a full version of the standards. • Draft 2—Stakeholder/City Review. This version will be reviewed internally by staff and potentially key stakeholders. Revisions will be made prior to releasing the public review draft. • Draft 3—Study Session. This version will provide an opportunity for the public and decision -makers to comment on the draft standards. Feedback will be incorporated to finalize the standards. • Draft 4—Final. This version will be finalized after adoption, with a one -page executive summary describing the standards' purpose translated into Spanish, as requested by City staff. Task 3.2 Deliverables: • Up to four (4) drafts of the objective design standards as described above Task 3.3: Housing Development Permit Application RRM will coordinate with City staff to make recommendations for revising the City's permit application forms and application checklist based on work developed under Task 3.1 and 3.2. This may include permit consolidation, simplification of forms, or development or revision of application checklist(s) to foster an expedited application and review simpler. Improved and streamlined permit application materials will help expedite housing developments that provide affordability beyond minimum inclusionary requirements. One (1) preferred revised permit form and one (1) application checklist will be developed to address the unique City needs; the deliverable will be prepared in a digital format that allows the City to digitally post or print the deliverable. The revised permit form and application checklist will address necessary updates for State housing development law and regulations, simplification of submittal requirements, and updates for ministerial review. City staff (and deliberative body if necessary) will review the draft digital format revised permit form and application checklist prepared by RRM and provide feedback. RRM will prepare a final permit form and application checklist based on a single consolidated redline draft of City staff feedback. Task 3.3 Deliverables: • 3.3.1. Draft digital format revised permit form and application checklist • 3.3.2. Final digital format revised permit form and application checklist Task 4: Public Hearings Task 4.1: Development Committee RRM will work closely with City staff to prepare presentation materials for the City's Development Committee consideration to recommend approval of the project. The presentation content will focus on the proposed changes to the City's development policies and programs and provide background, analysis, and summary of the proposed objective design standards. All materials will be appropriately calibrated to provide qualified information on key findings and deliverables created during the project. Language and graphics will be designed to be easily accessible to the public and decision -makers. RRM will present Draft 3 — Study Session draft standards to solicit feedback for integration. 16 City of Santa Clarita I Proposal for SCAG Grant REAP Packet Pg. 362 18.a RRM will prepare a draft of the presentation materials for City staff review and incorporate comments to produce the final version. RRM will also prepare summary notes of the meeting. This task does not include writing staff reports, as RRM will assume City staff will prepare staff reports and any resolutions needed for codification of new or revised standards. Task 4.1 Deliverables: • 4.1.1. Draft Presentation materials • 4.1.2. Final Presentation materials • 4.1.3. Summary meeting notes Task 4.2: Planning Commission RRM will modify the presentation materials, if necessary, and present them at the City's Planning Commission meeting to solicit feedback for integration. RRM will prepare a draft version of the presentation materials for City staff review and incorporate comments to produce the final version. RRM will prepare summary notes of the meeting. This task does not include writing staff reports, as RRM will assume City staff will prepare staff reports and any resolutions needed to codify new or revised standards. An errata sheet may be used to capture the Planning Commission's recommended revisions to be shared with the City Council. Task 4.2 Deliverables: • 4.2.1. Draft Presentation materials • 4.2.2. Final Presentation materials • 4.2.3. Summary meeting notes Task 4.3: City Council RRM will work closely with City staff to refine presentation materials for the City's City Council for their consideration to approve the project. All materials will be appropriately calibrated to provide qualified information on key findings and deliverables created during the project. Language and graphics will be designed to be easily accessible to the public and decision -makers. RRM will prepare a draft version of the presentation materials for City staff review and incorporate comments to produce the final version. RRM will prepare summary notes of the meeting. RRM will integrate City Council Comments and develop Draft 4 — Final Standards for adoption/codification by the City Council following the meeting. This task does not include writing staff reports, as RRM will assume City staff will prepare staff reports and any resolutions needed to codify new or revised standards. Task 4.3 Deliverables: • 4.3.1. Draft Presentation materials • 4.3.2. Final Presentation materials • 4.3.3. Summary meeting notes Task 5: Final Package Task 5.1: Executive Summary Report RRM will upload all draft and final deliverables to the project folder as provided by the SCAG PM. RRM will also produce a brief final executive report that summarizes key takeaways, lessons learned, best practices, and future considerations. Task 5.1 Deliverables: • 5.1.1. Executive Summary Report Plan of Study/Scope of Work I Section 3 Packet Pg. 363 18.a Work Program Assumptions The proposed work program and corresponding budget are based on the following assumptions: • Meeting Attendance. The project budget includes attendance at meetings/workshops identified in the scope of work. The costs of additional meeting attendance, or in -person meetings, will require additional budget if requested. Teleconferences and meetings with staff will be held as needed throughout the project and are included in the project budget. If the Scope is silent, this assumes a virtual meeting. • Consolidated Comments and Direction. City staff will provide a single set of non -conflicting, consolidated comments on the review of drafts of all documents. • Electronic Documents. We will provide digital files of documents in MS Word or InDesign and in a web - ready PDF format. • Printing. City staff will be responsible for printing and distribution of copies of reports as well as a draft and final documents, and printing of all meeting notice materials. • Multiple Languages. Multilingual translation and interpretation is assumed to be provided by the City unless otherwise stated. • California Environmental Quality Act Compliance. Environmental compliance documentation was not requested in the issued RFP and, if needed, is assumed to be completed by others. • Additional Services. Additional services beyond those identified in the scope of work will be provided at the market billing rates of the firm at the time the additional services are requested. 18 City of Santa Clarita I Proposal for SCAG Grant REA Packet Pg. 364 MM Pictured: Avila Oaks Multifamily Development, Avila Beach, CA Section Four: Schedule Proposal For SCAG Grant REAP 2.0 Project Packet Pg. 365 18.a Project Schedule Santa Clarita SCAG Grant REAP 2.0 Project Schedule March 25, 2025 Subtask 1.1: Project Kick Off Meeting Subtask 1.2: Project Management Plan and Schedule Subtask 1.3: Project Management Meetings Subtask 1.4: Monthly Invoicing and Reporting Subtask 1.5: Project Close -Out Files Subtask 1.6: REAP Metrics Data Collection and Reporting Subtask 2.1: Stakeholder Outreach and Vision Subtask 2.2: Stakeholder Workshops Subtask 3.1: Existing Local Policies and Regulations Review Subtask 3.2: Objective Development and Design Standards Subtask 3.3: Housing Development Permit Application Subtask4.1: Development Committee Subtask4.2: Planning Commission Subtask4.3: City Council Subtask 5.1: Executive Summary Report 11 RON LL 20 City of Santa MOW I Proposal for SCAG Grant REA Packet Pg. 366 18.a SCHEDULE REVISED. SEE ATTACHMENT (PAGE 59). Schedule I Section 4 Packet Pg. 367 a 36 Section Five: Program Management Proposal for SCAG Grant REAP 2.0 Project 1 18.a 5 Pictured: Moylan Terrace Multifamily Housing, San Luis Obispo, CA C 0 Q. m a U- Q. 0 0 t9 c N m 0 r c m E U r r Q Packet Pg. 369 18.a Program Management Approach RRM Design Group employs a structured critical path project management approach, ensuring that key project milestones, deliverables, and dependencies are clearly identified from the outset. Our team utilizes Deltek Vision for budget monitoring and Microsoft Project for task scheduling, allowing us to track task relationships and timing effectively. Regular check -ins, internal quality control reviews, and milestone approvals ensure that each phase progresses smoothly. Project Schedule The timeline shown on page 20 illustrates our structured approach by: • Mapping project phases and key deliverables in a clear, sequential order. • Defining dependencies to ensure critical path activities are prioritized. • Including review points and approvals to align with our quality control process. This timeline integrates with our internal project management framework, ensuring efficient execution and adaptability to client needs. City of Santa Clarita I Proposal for SCAG Grant REAP Packet Pg. 370 Pictured: Avenida Serra Los Palmas Affordable Housing, Son Clemente, CA Section Six: Personnel, Equipment, and Facilities Proposal For SCAG Grant REAP 2.0 Project Packet Pg. 371 M� � 0 a o U N 0 a 0 z F Cn z 0 w -- w Our Team for Santa ClaritaLU m RRM Design Group thrives on successfully serving as an extension of staff for a variety of assignments, 0 leveraging decades of collective public agency experience. We value each community's uniqueness and ensure m that the Objective Design Standards fit the City's needs, political context, and community values. We listen, LL d collaborate, and bring solutions to the table that result in a high quality, built product. RRM Design Group Jami Williams Principal -in -Charge Managing Partner I& Scott Martin, AIA, LEED AP, CNU-A Architect + Urban Designer Managing Partner Architecture ALKatja Dillmann, AICP, JD Project Manager Supervisor in Planning & Urban Design Debbie Jewell, PLA Landscape Architect + Urban Design Senior Urban Designer Landscape Architecture 26 City of Santa Clarita I Proposal for SCAG Grant REA Packet Pg. 372 18.a Creating Environments People Enjoy® Managing Partner with 28 years of experience Education • Master of Business Administration, Architecture Management Track, California Polytechnic State University, San Luis Obispo, San Luis Obispo, CA • Bachelor of Architecture, California Polytechnic State University, San Luis Obispo, San Luis Obispo, CA • Semester Design Program, Ecole Des Beaux Art Americaines De Fontainebleau, France • Associate of Science, Cuyamaca College, San Diego, CA California, Davis, CA Licenses and more • American Planning Association (APA), Member • Urban Land Institute (ULI), Associate Member Jam! Williams Project Role: Principal -in -Charge As a leading urban planner and Managing Partner at RRM Design Group, Jami Williams brings a wealth of experience to each project she's involved in. With a bachelor's degree in architecture, a master's in business administration, and over 25 years as an urban planner, Jami brings a unique perspective that enables her to advance projects from the early visioning and policy stages through a process that builds consensus and results in successful implementation. This combined with her vast experience in developing policies and work product resulting in infill and affordable housing solutions, multimodal strategies, and environmental justice, equity, sustainability, and smart growth initiatives has benefited communities throughout California. Jami's ability to implement clients' visions and needs into community beneficial design makes her one of RRM's most trusted urban planners. Featured project experience • Santa Clarita Community Character and Design Guidelines (2001 and 2008) • Santa Clarita Community Center Feasibility Study • Santa Clarita Design Review 1999-2022 • Santa Clarita Landscape Maintenance Districts Beautification • Alhambra Objective Design Standards and Design Guidelines • Arcadia New Objective Design and Development Standards • Carlsbad Objective Design Standards • Cupertino Residential/Mixed- Use Design Standards • Dublin Citywide Multifamily Design Standards • El Cajon Housing Element Rezoning Program Mixed -Use Zone Testing • El Monte Zoning Code and Design Guidelines Update • Encinitas SB 2 Planning Grant (Objective Design Standards) • Goleta Objective Design Standards for Multiple Dwelling and Mixed -Use Developments • La Mirada Objective Design Standards • Morro Bay Housing Element Implementation Programs (SB2 and REAP Planning Grant) • Pasadena Urban Design Consulting • Temple City Residential Design Standards • Vista Objective Design Standards and Zoning Code Amendments • West Hollywood Urban Design Program • Yucaipa Citywide Design Guidelines/Objective Design Standards M < Personnel, Equipment, and Facilities Section 7 Packet Pg. 373 18.a Creating Environments People Enjoy® Supervisor in Planning & Urban Design with 11 years of experience Education • Masters in City Planning, San Diego State University, San Diego, CA • Juris Doctor, Lewis & Clark Law School, OR • Bachelor of Arts, English and German, University of California, Davis, CA • Minor in Environmental Policy and Planning, University of California, Davis, CA Licenses and more • American Institute of Certified Planners (AICP), CA, 33721 *Work performed prior to joining RRM Design Group Katja Dillmann, AICP, JD Project Role: Project Manager Katja Dillmann, a trained lawyer and city planner, brings an enriching perspective to RRM's Planning team. Her commitment to community impact and inclusivity informs much of her work. As an avid traveler, and having grown up as a third culture kid, Katja's work is creatively influenced by the successful implementations of Urban Design in other countries. Drawing on her extensive background and unique perspective, in her role as Project Manager, Katja will support this project to ensure it stays on time and on budget. Featured project experience • Alhambra Objective Design • Jurupa Valley ADU Handbook Standards and Design • La Mesa Boulevard Complete Guidelines Streets, La Meas* • Carlsbad Objective Design • La Mirada Objective Design Standards Standards and Design • Carson Economic Development Guidelines Strategic Plan • Lancaster Public Arts Master • Chula Vista Active Plan Transportation Plan* • Patterson Downtown Master • Comprehensive Active Plan Transportation Plan, Coronado* • Santee Mobility Element* • Culver City ADU Handbook • San Marcos Richmar Senior • El Cajon Active Transportation Village Plan* • Torrance Housing Element • Cupertino Residential/ Mixed- Implementation Use Design Standards • Wildomar Mobility Plan* • Dana Point General Plan Outreach • Encinitas SB 2 Planning Grant (Objective Design Standards) • Escondido Public Art Master Plan M < 28 City of Santa Clarita I Proposal for SCAG Grant REA Packet Pg. 374 18.a Creating Environments People Enjoy® Managing Partner with 23 years of experience Education • Bachelor of Architecture, California Polytechnic State University, San Luis Obispo, CA Licenses and more • Architect, CA, C32348 • Architect, CO, 00405508 • Leadership in Energy and Environmental Design Accredited Professional (LEED AP) • Congress for the New Urbanism Accredited (CNU-A) • American Institute of Architects (AIA) • San Luis Obispo Chamber of Commerce Economic Development Committee Scott Martin, AIA, LEED AP, CNU-A Project Role: Architect + Urban Designer As Managing Partner, Scott Martin brings over twenty years of valuable experience to RRM Design Group. From urban design and planning to facility production and construction, Scott's experience ranges far and wide. An LEED Accredited Professional, his designs incorporate creative and sustainable solutions. In addition to his technical expertise, Scott is dedicated to meeting the priorities and needs of the community. His close relationship with both public and private clients offers him a comprehensive view of each project. A thoughtful leader and designer, Scott Martin brings an all -encompassing perspective to the architecture team at RRM. Featured project experience • Santa Clarita Community Center Feasibility Study • Santa Clarita Design Review (2010 and 2013) • Alhambra Objective Design Standards and Design Guidelines • Arcadia New Objective Design and Development Standards • Balboa Village Design Guidelines, Streetscape Improvement Plan, and Wayfinding Sign Program San Diego • Carlsbad Objective Design Standards • Cerritos Residential Design Manual • Dublin Citywide Multifamily Design Standards • El Cajon Housing Element Rezoning Program Mixed -Use Zone Testing • Encinitas SB 2 Planning Grant (Objective Design Standards) • Goleta Objective Design Standards for Multiple Dwelling and Mixed -Use Developments • La Mirada Objective Design Standards • Long Beach Urban Design Element and On -Call Planning Services • Mission Cove Mixed -Use Development with Affordable Housing, San Diego • Pasadena Urban Design Consulting • Porterville Accessory Dwelling Unit and Multifamily Dwelling Unit Plans • Temple City User Guide For Multi -Family Prototypes • Thousand Oaks Boulevard Specific Plan Mixed -Use Feasibility Analysis • West Hollywood Urban Design Program • Yorba Linda Housing Element Implementation Program (Multifamily Design Guidelines) • Yucaipa Citywide Design Guidelines/Objective Design Standards M < Personnel, Equipment, and Facilities Section 7 Packet Pg. 375 18.a Creating Environments People Enjoy® Senior Urban Designer with 30 years of experience Education • Bachelor of Landscape Architecture, California Polytechnic State University, San Luis Obispo, CA • Associate of Arts, Fine Arts, Drawing and Painting, Academy of Art College, San Francisco, CA Licenses and more • Professional Landscape Architect, CA, 5308 Debbie Jewell, PLA Project Role: Landscape Architect + Urban Designer With over two decades of design experience, Debbie Jewel brings an artistic eye to RRM's Urban Design team. Both her love of the outdoors and sharp artistic sense culminate in functional and aesthetically beautiful design. As a licensed landscape architect, Debbie has a comprehensive view of design. Her work experience spans from AutoCAD mapping and trail planning to specific and master plan development. She's worked on streetscape master plans and provided design review services for cities throughout the state. With an expansive expertise and a keen attention to detail, Debbie ensures reliable and eye-catching results for each project she works. Featured project experience • Santa Clarita Community • Encinitas SB 2 Planning Grant Character and Design (Objective Design Standards) Guidelines • Goleta Objective Design • Santa Clarita Design Review Standards for Multiple Dwelling Services and Mixed -Use Developments • Santa Clarita Community • Goleta Zoning Ordinance and Center Feasibility Study Local Coastal Program Update • Alhambra New Comprehensive (2017-2019) Zoning Code • Hermosa Beach Zoning and • Arcadia New Objective Design Subdivision Ordinance Update and Development Standards • Morro Bay Housing Element • Brentwood Zoning Ordinance Implementation Programs (SB2 Update and REAP Planning Grant) • Carlsbad Objective Design • Newark Zoning Ordinance Standards Update • Carpinteria Downtown Design • Newman Highway 33 Specific Overlay Program Plan Update • Carson Economic Development • Patterson Downtown Master Strategic Plan Plan • Carson On -Call Design Review • Port Hueneme General Plan • Cupertino Residential/Mixed- Update Use Design Standards • Rosemead Freeway Corridor • Dublin Citywide Multifamily Mixed -Use Overlay Zone Design Standards • Ventura Main Street Moves • El Monte On -Call Architectural Design Guidelines and Landscape Review (2021- • Vista Zoning Code 2024) Amendments • El Segundo Downtown Specific Plan Update M < 30 City of Santa Clarita I Proposal for SCAG Grant REA Packet Pg. 376 Pictured: Mission Cove Mixed -Use Development with Affordable Housing, San Diego, CA Section Seven: Subconsultants Proposal For SCAG Grant REAP 2.0 Project Please note: RRM does not intend to team with any subconsultants for the SCAG Grant REAP 2.0 Project. All services will be provided by our in-house planners, urban designers, architects, and landscape architects. Packet Pg. 377 if d 18.a Experience on Similar Projects Proposal for SCAG Grant REAP 2.0 Project ala Mixed -Use Development, rra, CA Packet Pg. 379 18.a We Know Santa Clarita For over two decades, we have worked alongside the City of Santa Clarita to shape and refine its design vision, ensuring that development reflects the community's evolving character, priorities, and aspirations. Through continuous collaboration, design review services, and planning efforts, we have helped elevate the city's aesthetic and functional standards while staying attuned to its growth and changing needs. As Santa Clarita continues to mature, the introduction of objective design standards provides a new tool to reinforce its identity, enhance consistency, and guide high -quality development. Our long-standing partnership reflects a shared commitment to thoughtful, community -driven design that balances progress with preservation. COURTYARD GARAGES ACCESSffi FROM COURTYARD hb �k T j 4 BUILDING LOCATED ALONG STREET Santa Clarita Projects 1. Santa Clarita Design Guidelines (2001) 2. Santa Clarita Community Character and Design Guidelines (2008) 3. Santa Clarita Beautification Plan 4. Santa Clarita Design Review Services 5. Cross Valley Connector Aesthetics Plan PRECAST CONCRETE POINTED CAP RAIS D BLACK METAL U-IINATED LETTER LNG J!* """' SANTA LARITA CONTE-ORARV LEDGER STONE t Valencia Town Center PAINT SIMUlATEO BRUSHED Mend. AUto Center BRONZEFINISH t City Hall i MI&A 34 City of Santa Clarita I Proposal for SCAG Grant REA Packet Pg. 380 18.a Objective Design Standards RRM Design Group has worked on preparing the objective design standards that promote high -quality design and provide consistent and quantitative direction to guide the design of future multifamily and mixed -use residential developments for communities throughout California. Unit Type#i -Front Ef—h- Unit Type 0-Front Ef—h- T-0--fir- _7111 Massing elements at entries appear'9acked on Revise t, make massing appear more integral or refine entry massing design. Example Three-Sbry Re hktl h f Thirtl-storyrecessed behind Front Elevation t. minimize appearance and emphasize pedestrian scale. Thirtl-story setback aR.m.ted t. provide appearance of tw.- antl three-storyelements. Cantilevered elements appear supported by rafters/corbels. Entry integrated into design antl highlighted through _ appropriately att-1, ._. elements. Landscape buffer of minimum 5 feet HAT 15 AN ADD? EXAMPLES Of ADU cONPIGUXAT—s n All, or Accessory Dwelling Unit, is an additional Fame builtlina on a lot with an readyedstingsingle- Yhome. the ,DU con be attached to the Primary Home )existing single lam home), convened from space withh the home )fke a garage l'b or basement), or a tree standing 2dureb h on the existing lot. H-ncalN E these nave been.alletl "Granny units D "Second Untt", a "Guest Homes", but are quickly emerging as an option to help solve / California's M1ousng cr'sis. AO Add a de+ached unit+. your bt OD Convert pan of your existing home © Add an attached unit to your home OE ConvenYwrexisfing tlebched ga 1. Cupertino Residential/Mixed-Use Design Standards 2. Yucaipa Citywide Design Guidelines 3. Morro Bay Housing Element Implementation Program 4. Azusa TOD Specific Plan 5. Dublin Objective Design Standards and ADU Prototypes 6. Carlsbad Multifamily & Mixed -Use Development Objective Design Standards Experience on Similar Projects I Section 8 Packet Pg. 381 18.a Mixed -Use and Multifamily Development One of the most important distinguishing factors between RRM and other consultants is our portfolio of architectural projects that we bring to the assignment. We not only know how to write design standards and guidelines, but we implement them. We know how to get things built. 1. Casas Las Granadas Affordable Housing, Santa Barbara 2. Moylan Terrace Multifamily Housing, San Luis Obispo 3. Marsh Street Mixed -Use, San Luis Obispo 4. Avila Oaks Multifamily Housing, Avila Beach 5. Jardin de la Rosas Affordable Multifamily Housing, Santa Barbara 36 City of Santa Clarita I Proposal for SCAG Grant REAP Packet Pg. 382 Pcnje<t ons and recesses i k '4..._.... L Multiple -Unit and Mixed -Use OBJECTIVE DESIGN STANDARDS Goleta Multiple -Unit and Mixed -Use Objective Design Standards The City of Goleta, with support from RRM Design Group, developed objective design standards to meet SB 35 requirements. The City conducted thorough outreach with the community and with the City's Design Review Board to successfully guide the preparation of the standards. Given the technical nature of zoning codes and design documents, the team prioritized educating the public on how design standards affect the look and feel of the community and how they can raise the bar of development for local designers and applicants. To craft "clear and measurable" standards that uphold the design values and heritage of the community, RRM drew upon existing design guidelines and visual resources policies. The process involved a "translation" of broad and subjective design direction into specific architectural standards. The team created graphics that illuminated basic design concepts and clarified common questions. The Objective Design Standards were adopted into the City's Municipal Code in November 2022. Client & Location City of Goleta, CA The RRM Teams Involved • Planning & Urban Design • Architecture • Landscape Architecture Key Features & Elements • Objective Design Standards • Multiple -Unit Housing • User Manual Project Timeline 2021-2023 Experience on Similar Projects I Section 8 Packet Pg. 383 To comply with recent State housing legislation including Senate Bill 35 and Senate Bill 330, the City of Carlsbad initiated amendments to its Zoning Ordinance. Inventive strategies were needed to address the shortage of housing, all while preserving the residential quality of existing neighborhoods. RRM developed objective design standards that satisfied these requirements for multifamily and mixed -use developments while incorporating existing community design guidance found in the City's 20+ specific plans and master plans. RRM supported the City with robust community education efforts, including an online survey, informational video, stakeholder interviews, Planning Commission study session, and open house to gather input on the standards. To ensure effective implementation, RRM facilitated a comprehensive training session with City staff, providing tools for consistent project review and public communication. A Frequently Asked Questions handout was also developed to provide additional information. The end product was a graphically rich, user-friendly design standards document intended to provide the public, building, and design professionals, as well as decision -makers, with clear design direction that preserves character and sense of place while ensuring predictable and consistent application of established development standards. City of Carlsbad, CA The RRM Teams Involved • Planning & Urban Design • Architecture • Landscape Architecture Key Features & Elements • Objective Design Standards • Community Education • Community Engagement • Staff Training • Website Content Project Timeline 2021-2024 38 City of Santa Clarita I Proposal for SCAG Grant REA Packet Pg. 384 18.a VARIAMN IN ARCM4TECTUkAL VARIATION IN ROOF FORM. ELEMENTS, SUCH AS SUCH AS GABLE, SHED, OR HIV, PARAPEIS AND CORNICES OR OFFSET ROOF PLANES is IN MIN !If H. 6. Hunojng Porn), Mp$$.Ing an(7 AYt,Cvipp9a' No6Ane$. Vista Objective Design Standards and Zoning Code Amendments The City of Vista Community Development Department retained RRM to provide consulting services to find solutions for California's growing housing crisis through the preparation of amendments to the City's Development Code and the creation of objective design standards that promote high - quality design and provide consistent and quantitative direction to guide the design of future multifamily and mixed -use residential developments. The project also includes updates to the City's ordinances related to Accessory Dwelling Units and Density Bonus requirements, as well as new streamlining provisions and administrative procedures. RRM worked with staff to prepare a new 'preliminary application' form/checklist for qualifying housing development projects. Client & Location City of Vista, CA The RRM Teams Involved • Planning & Urban Design • Architecture Key Features & Elements • Objective Design Standards • Multifamily Housing • Mixed -Use Development • Accessory Dwelling Units Project Timeline 2021-Present C) LL _ C) V) r_ 0 rL to W a LL W rL 0 0 C m 0 r c m E r r Q Experience on Similar Projects I Section 8 Packet Pg. 385 Front Setback Alhambra Objective Design Standards Client & Location: and Design Guidelines City of Alhambra, CA The RRM Teams Involved The City of Alhambra reached significant milestones in approving and adopting Planning the 2040 General Plan in 2019 and the Comprehensive Zoning Code in 2024. Architecture RRM Design Group was a significant contributor to both of these efforts and • Landscape Architecture was recently selected to develop objective design standards. Currently, the Key Features & Elements Objective Design Standards and City seeks greater consistency and compatibility in urban design throughout Design Guidelines the City. RRM will work with the City to refine and tailor the approach to Community Engagement design standards and guidelines to ensure an attractive and aesthetically Project Timeline pleasing city environment. The current work effort entails four deliverables: 2024-Present (1) review and update the existing citywide objective design standards in Alhambra Municipal Code ("AMC'), (2) Develop specific objective design standards for two distinct commercial/business zones, (3) Provide a user guide for existing single-family residential design guidelines, and (4) Develop design guidelines for commercial, mixed -use, and multi -family residential projects. Eel City of Santa Clarita I Proposal for SCAG Grant REA Packet Pg. 386 IAA n n � oa o0 /� ® in a o H I -A MIPADA OUSING FOR ALL *ML ARTICULATION& ARCHITECTURAL _ _ ROOF TOP _ RATVE ECEs O E _ — — Bco N DETAILING _ Section C: Design Direction - - - Oz esgn ceawres ProPonone ura atlryeon I[TTTy. I� , �^`-, aPM1-mato MIDDLE IDH OcAM1aractetlr9et P 9 facatle catles vsble from pube sireets eve of varietl ry tle of hhe — — — — — — — BASE FINISH BASE FACADE — — — r �,.. bm O sm g,atea,cF dII1'd emstM1a,tatltl me,esca e a tl cha,atles cM1 as recessetl or project ng ba conies — — — _ — — _ _ _ _ _ -- PorcM1etls, a an9es�i paffem,s tticonfri eufe R, aabuiltlin9 or a na ;e bu man9 facatles with wintlows, 21.UBU.= Builtlinp Besipn -- O tlings, pilasters, —p—d chimneys, A_ BBiltlifg Form, Massing, antl Ar W.fion 1. B.dd,I,g Form antl Vertical Hierarchy. Budd,I,gsthat arethreestoriesof more in haght shall be tlesiI ure F, differentiate between a defined base; a middle or body; and a top, co or parapet cap. B,ilding'— t,_re a u mFietl bmltlPg tlesg1 sF,, es or less shall include a defined base and a mp,cornlce, or parapet cap. Al l bull dings shal l achieve th is effect through at least two of the following a. Color, [eMure, o material changes. b. Vanat o pr,j.,Ho or gals I, the wall plane. c. Van t"I' fe.."II" size or pattern. d. Decorative archi[ A-1details, su ch as cornices and columns. La Mirada Objective Design Standards Client & Location City of CA G The City of La Mirada hired RRM Design Group to develop Objective Design The RRM Teams Involved Standards (ODS) for multi -family residential responsive to State requirements. Planning& Urban Design RRM also developed graphics embedded in the code to clarify the standards Architecture further. In addition, the City hired RRM Design Group to draft a User Guide Landscape Architecture for its existing single-family residential ODS to assist residents as they Key Features & Elements navigate room additions or building Accessory Dwelling Units. • Objective Design Standards Integrated Into Code • User Manual • Site Tour With Staff • Expedited Timeline Project Timeline 2024-Present Experience on Similar Projects I Section 8 Packet Pg. 387 15545°111��f � �'ri�11�1(1�rg,j tiVi�l 18.a CITYWIDE MULTI -FAMILY OBJECTIVE DESIGN STANDARDS Dublin Objective Design Standards and ADU Prototypes The City of Dublin hired RRM Design Group to develop clearly defined objective design standards endorsed by the community and decision -makers that can be applied to multifamily and mixed -use residential projects. The intent of the project is to ensure that new residential development is compatible with the surrounding neighborhoods, that quality materials are used, that building form and scale are appropriate to the site, and that development complies with the intent of Senate Bill (SB) 35. The final product includes clearly written standards with easy -to -use graphics. RRM, in partnership with the City, conducted a Planning Commission study session on the City's draft Multi -Family Residential (MFR) Objective Design Standards to gain feedback on the draft standards prior to decision -maker review and consideration of adoption. Given the lack of large sites for new housing projects, the City is promoting the development of Accessory Dwelling Units (ADU). To assist in this effort, RRM developed prototype plans, including elevations, floor plans for garage conversion, and building permit plans for ADUs to save property owners money, expedite the permit process, and help ensure well -designed ADUs are built. In addition, an ADU user guide was developed to provide a clear road map to incentivize ADU development. 2.2 VEHICULAR SURFACE PARKING AND ACCESS mpy r� m�,fa�d.�oPm�a� Client & Location City of Dublin, CA The RRM Teams Involved • Planning & Urban Design • Architecture • Landscape Architecture Key Features & Elements • Objective Design Standards • Multifamily Housing • Mixed -Use Development • SB35 Development Compliance • Accessory Dwelling Units Project Timeline 2020-2023 d LL � d c O Q. N W a LL W rL 7 O t7 C C1 m 0 c m E U r Q 42 City of Santa Clarita I Proposal for SCAG Grant REA Packet Pg. 388 18.a Pursue Int.gaton of atltliton stylistic a ppropriat, tletb, ling f0 enhance amhlrecmal style. t Rea,.yw00tl Remane wnntl morels. Roble entl tletan. whtlmentsh"", ,ght Sample oftle tletaoing applletl iron ailing. atfront entry floor ...... ntl. The pmjed proposestw0 balcony areas within the tlesign,one atthe front antl one at the rear of the sed,nd story, antl Indutles bath ...eretl antl uncoveretl portions. —le balm nies are presen-th,n the neighborhood antl appropriate f0 the sel-ed archite't", style, mclutling half-heightwall with wrought Iran ailing attop, we have witlh the desgns as mnenty pm posetl. In comparing New Upper Floor Plan Sheet 6 to pmjed floor plans, undeb—bethe,"not full wall proposetl at southeast come, as plans appear to show full height wall. Mo reov the balcony at southeast comer Is closestm casing snglesto restlence th the south antl may pravitle unob—cted vbZtt0o pmamm yaspace. Applicant shoultl revise balcony tlesgn atsoutheb,t fb Iltlingt ws to south. TM1s could nclude mnd ng low wall [ fl ntrotl g tl ellis element, poTetl plant—th vergreen lantlscaping, and atludng sizeofbalcony, among otherpotstal tlesgn lnte,entians. Upper Floor Plan Clarify balcony tlesgn atsouthe- comer. Appearst0 showf Ilh gh II. Reuse balcony tl ,,gn to mri mzev —to south. This coultl Inclu de law wall to fite, b s, trotlud ng wo0tl trellis element, poTetl plant with vergreen lantlscaping, andl reduc,ng sze of balcony, among other optons. Third -story recessed behind Front Elevation to minimize appearance and emphasize pedestrian scale. Third -story setback alternated to provide appearance of two - and three-story elements. Cantilevered elements appear supported by ratters/corbels. Entry integrated into design and highlighted through appropriately attached elements. Unit Type #1 - Front Elevation Unit Type #3 - Front Elevation 0'n EE �� T -7 Massing elements at entries appear "tacked on". Revise to make massing appear more integral or refine entry massing design. Cupertino Residential/Mixed-Use Design Standards and Design Review Services CITY OF CUPERTINO CITYWIDE OBJECTIVE DESIGN STANDARDS 13-1 SEPTEMBER 2021 DRAFT co In response to State housing legislation, the City of Cupertino hired RRM to develop objective design standards for multifamily residential and mixed -use residential projects. RRM created objective standards that improve the overall quality for projects built within the City of Cupertino, conducted thoughtful and appropriate community outreach, and prepared environmental documents. RRM also contracted with the City of Cupertino to provide on -demand consulting services for the architectural review of various development plans. The goal is to improve the overall quality of the projects built within the City of Cupertino through improved architectural design by providing observations, conclusions, and recommendations to elevate the quality of proposed projects. Client & Location City of Cupertino, CA The RRM Teams Involved • Planning & Urban Design • Architecture Key Features & Elements • Objective Design Standards • Multifamily Housing • Mixed -Use Development Project Timeline 2021-2023 Experience on Similar Projects I Section 8 Packet Pg. 389 18.a Zoning Code includes development standards which regulate the building envelope, such as: ^'^ Building—�— Height i r s f .iiiliv�%H i"1 Height Setbacks Density/Intensity Parking Requirements Signage Setback ft PROJECT DESCRIPTION b, PROJECT OBJECT^IV ES WHAT IS AN OBJECTIVE STANDARD? Sample Objective -dap Existing Subjective Guitlelines �rs vuon<o/pib <de(r�w Cvli/ores n MAgia � n m<d 71My,fER"a,111To<rr- .a�k.�K<'�Immx�ve., lj ( 1<.aIF safM Z= f f u M dwlt. IE�<m;un D<ve.,'�e 3) WHAT ISTHE PROJECT TIMELINE? niaoption HOW CAN I PARTICIPATE? . pt ybsa r .<d <o«<.<:. IennilerGatesePrinoipal Planner <ndI51FeV ��I P� Kwo�k:Fop.<d p..o<iwrei�+lut�re P, (16D)63- H®e<dhi<.-P6«i<q COmmi::io<�<d Cny Cou«iI P<bfK 5D55,­A.« E<a CA 2D24 < Encinitas Objective Design Standards Client ty &Lopati n and Streamline Permit Processing The RRM Teams Involved The City of Encinitas retained RRM Design Group to create objective design • Planning & Urban Design Architecture standards and improve department permitting to facilitate the development Landscape Architecture of affordable multifamily and mixed -use housing. RRM developed an effective Key Features & Elements community outreach program employing a variety of public engagement Objective Design Standards tools, including stakeholder interviews, online surveys, a project website, Community Outreach video education, and other digital media. The outreach program included Community Education • Streamlined Processing extensive consultation with the City's elected and appointed officials to ARB Engagement ensure the standards were tailored to the local context. The final product Staff Train ings/Guides resulted in easy -to -use and easy -to -administer standards for new housing Project Timeline to provide clear direction on site planning, building massing and elements, 2020-2023 architectural design, landscaping, and utilitarian/mechanical elements. RRM also developed internal training tools, which established a baseline of process and quality for City planning staff and documented important permit milestones and interactions with other departments. City of Santa MOM I Proposal for SCAG Grant REA Packet Pg. 390 18.a Pasadena Urban Design Consulting Through a competitive RFP process, Jami Williams was selected to serve as an urban designer for the City of Pasadena's Community Development Department. As project manager, she assisted with evaluating the City's Design Review process and developing recommendations to improve efficiency, elevate design, and ensure a consistent review of applications. Her duties included: • Providing design and historic preservation (in an urban context) related advice and recommendations • Guiding the design of new construction, building replacement, and public improvement projects relating to the citywide design vision and conformance with the City's General Plan and adopted design guidelines • Negotiating with applicants to assure aesthetic and urban design features comply with the City's design guidelines • Analyzing and developing a new development review process and associated pubic facing and internal department materials Client & Location City of Pasadena, CA The RRM Teams Involved • Planning & Urban Design • Architecture • Landscape Architecture Experience on Similar Projects I Section 8 Packet Pg. 391 18.a West Hollywood Urban Design Program In an effort to ensure the design quality of proposed development projects, the City of West Hollywood hired RRM Design Group to work collaboratively with staff in overseeing key aspects of the City's urban design program. RRM provided supplemental expertise related to architectural design, urban design, and landscape design for a few challenging projects. The effort was to ensure that the proposed projects were consistent and architecturally sensitive to neighboring development and appropriate to their geographic setting. As part of this work effort, RRM provided a peer review of the West Hollywood West Overlay Zone and Design Guidelines documents. Our team evaluated, edited, and supported the development of the final document. Client & Location City of West Hollywood, CA The RRM Teams Involved • Planning & Urban Design • Architecture Project Timeline 2014-2015 of to Q Z� Q H Z� _z to LU 0 LU i H U LU m O m LL El .o City of Santa Clarita I Proposal for SCAG Grant REA Packet Pg. 392 18.a REVISED SCHEDULE REFERENCES PROPOSAL # CD-24-25-22 SCAG Grant REAP 2.0 Project City of Santa Clarita, California The following are the names, addresses, and telephone numbers of three public agencies for which proposer has performed work of a similar scope and size within the past 3 years. If the instructions on this form conflict with the references requested in the scope of work, the scope of work shall govern. Complete this form out accordingly. Fill out this form completely and upload it with your proposal. 1 City of Dublin, 100 Civic Plaza, Dublin, CA 94568 Name and Address of Owner / Agency Michael Cass (currently with the City of Martinez), (925) 372-3524 Name and Telephone Number of Person Familiar with Project $227,130 Multifamily Design Standards 10/30/2023 Contract Amount Type of Work Date Completed 2. City of Goleta, 130 Cremona Drive, Suite B, Goleta, CA 93117 Name and Address of Owner / Agency Andy Newkirk, (805) 961-7500 Name and Telephone Number of Person Familiar with Project $170,000 Objective Design Standards 10/30/2023 Contract Amount Type of Work Date Completed 3 City of Alhambra, 111 S. First Street, Alhambra, CA 91801 Name and Address of Owner / Agency Vanessa Reynoso, (626) 570-5034 Name and Telephone Number of Person Familiar with Project $417,450 Objective Design Standards and Design Guidelines In progress Contract Amount Type of Work Date Completed Experience on Similar Projects I Section 8 Packet Pg. 393 18.a Section Nine: Statement of Offer and Signature Proposal for SCAG Grant REAP 2.0 Project Packet Pg. 395 Statement of Offer This proposal is submitted by Jam Williams, Managing Partner, who is duly authorized to bind the consultant to the terms and conditions set forth herein. The undersigned affirms that this proposal constitutes a firm offer and shall remain valid for a period of 120 days from the date of submission. Furthermore, RRM agrees to perform all work described in the scope of services for a not -to -exceed price, inclusive of all deliverables and required meeting attendance. This includes, but is not limited to, participation in a kick-off meeting, a scoping meeting, staff meetings, community meetings, and presentations to the Planning Commission and City Council, as outlined in the scope of work. Sig(/ure of authorized individual March 25, 2025 Date LL a) N r O Q. N d a LL W a. = -4 'L^ V a: �N d 0 Q 50 City of Santa Clarita I Proposal for SCAG Grant REAP Packet Pg. 396 18.a 1 n - �� i I a47r' I y e ,r v Pictured: Westview Village Senior Housing, Ventura, CA Section Ten: Appendix - Forms Proposal For SCAG Grant REAP 2.0 Project Packet Pg. 397 18.a DESIGNATION OF SUBCONTRACTORS/SUBCONSULTANTS PROPOSAL # CD-24-25-22 CD-24-25-22 SCAG Grant REAP 2.0 Project City of Santa Clarita, California Listed below are the names and locations of the places of business of each subcontractor, supplier, and vendor who will perform work or labor or render service in excess of % of 1 percent, or $10,000 (whichever is greater) of the prime contractor's total bid. If no Subcontractors will be used fill out the form with NA. Please add additional sheets if needed. Subcontractor DIR Registration No. Dollar Value of Work N/A N/A N/A Location and Place of Business N/A Bid Schedule Item No's: Description of Work N/A N/A License No. Exp. Date: / / Phone ( ) N/A N/A N/A Subcontractor DIR Registration No. Dollar Value of Work N/A N/A N/A Location and Place of Business N/A Bid Schedule Item No's: Description of Work N/A N/A License No. Exp. Date: / / Phone ( ) N/A N/A N/A Subcontractor DIR Registration No. Dollar Value of Work N/A N/A N/A Location and Place of Business N/A Bid Schedule Item No's: Description of Work N/A N/A License No. Exp. Date: / / Phone ( ) N/A N/A N/A NOTE: A contractor or subcontractor shall not be qualified to propose on, be listed in a proposal, subject to the requirements of Section 4104 of the Public Contract Code, or engage in the performance of any contract for public work, as defined in this chapter, unless currently registered and qualified to perform public work pursuant to Section 1725.5 of the Labor Code. It is not a violation of this section for an unregistered contractor to submit a proposal that is authorized by Section 7029.1 of the Business and Professions Code or by Section 10164 or 20103.5 of the Public Contract Code, provided the contractor is registered to perform public work pursuant to Section 1725.5 of the Labor Code at the time the contract is awarded. 52 City of Santa MOM I Proposal for SCAG Grant REA Packet Pg. 398 18.a ACKNOWLEDGEMENT & ACCEPTANCE OF SCOPE OF WORK PROPOSAL # CD-24-25-22 SCAG Grant REAP 2.0 Project City of Santa Clarita, California By providing the three (3) required signatures below, the Contractor acknowledges full understanding, complete agreement to, and accepts in its entirety, all Scope of Work for the SCAG Grant REAP 2.0 Project. The Contractor will be expected to perform maintenance practices and uphold the standards herein to the established Scope of Work throughout the length of the contract. *Supervisor's Signature: Date: 03/21 /2025 61, - *Estimator's Signature: Date: 03/21/2025 /- : �/, I *Owner's Sign *All three signatures required 03/21 /2025 Appendix - Forms I Section 10 Packet Pg. 399 18.a CITY OF SANTA CLARITA DISCLOSURE STATEMENT PROPOSAL # CD-24-25-22 SCAG Grant REAP 2.0 Project City of Santa Clarita, California The following information must be disclosed: 1. List the names of all persons having a financial interest in the Request for Proposals. N/A 2. If any person identified pursuant to No. 1 above is a corporation or partnership, list the names of all individuals owning more than ten percent of the shares in the corporation or owning any partnership interest in the partnership. N/A 3. If any person identified pursuant to No. 1 above is a non-profit organization or a trust, list the names of any persons serving as a director of the non-profit organization or as a trustee or beneficiary or trustor of the trust. N/A 4. Has the offeror had more than $250.00 worth of business transacted with any member of the City of Santa Clarita staff, boards, commissions, committees, and Council within the past twelve months? If yes, please indicate the person(s) with whom you have conducted business. N/A NOTE: Attach additional pages as necessary. Z�� /I/-- gnature of Offeror Jami Williams Print or Type Name of Offeror 03/21 /2025 Date 54 City of Santa MOM I Proposal for SCAG Grant REA Packet Pg. 400 18.a NOTICE TO PROPOSERS REGARDING CONTRACTUAL REQUIREMENTS PROPOSAL # CD-24-25-22 SCAG Grant REAP 2.0 Project City of Santa Clarita, California 1. SUMMARY OF CONTRACTUAL REQUIRMENTS a. A contract is required for any service performed on behalf of the City of Santa Clarita (City). b. By submitting a proposal, you have reviewed the sample contract documents contained within this request for proposals and agree to be bound by the requirements set forth. c. Questions and requests for modification of these terms must be negotiated and approved prior to proposal submission and are at the full discretion of the City. Requests should be submitted via the Q&A portal on BidNet prior to the deadline for questions and answers. 2. SUMMARY OF INDEMNITY AND INSURANCE REQUIREMENTS a. These are the Indemnity and Insurance Requirements for Contractors providing services or supplies to City of Santa Clarita (City). By agreeing to perform the work or submitting a proposal, you verify that you comply with and agree to be bound by these requirements. If any additional Contract documents are executed, the actual Indemnity language and Insurance Requirements may include additional provisions as deemed appropriate by City's Purchasing Agent. b. You should check with your Insurance advisors to verify compliance and determine if additional coverage or limits may be needed to adequately insure your obligations under this agreement. These are the minimum required and do not in any way represent or imply that such coverage is sufficient to adequately cover the Contractor's liability under this agreement. The full coverage and limits afforded under Contractor's policies of Insurance shall be available to Buyer and these Insurance Requirements shall not in any way act to reduce coverage that is broader or includes higher limits than those required. The Insurance obligations under this agreement shall be: 1—all the Insurance coverage and limits carried by or available to the Contractor; or 2—the minimum Insurance requirements shown in this agreement, whichever is greater. Any insurance proceeds in excess of the specified minimum limits and coverage required, which are applicable to a given loss, shall be available to City. c. Contractor shall furnish the Citywith original Certificates of Insurance including all required amendatory endorsements and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. City reserves the right to require full -certified copies of all Insurance coverage and endorsements. 3. INDEMNIFICATION a. To the fullest extent permitted by law, CONSULTANT shall defend (with legal counsel reasonably acceptable to CITY), indemnify and hold harmless CITY and its officers, agents, departments, officials, representatives and employees (collectively "Indemnitees") from and against any and all claims, loss, cost, damage, injury (including, without limitation, economic harm, injury to or death of an employee of CONSULTANT or its subconsultants), expense and liability of every kind, nature and description that arise Appendix - Forms I Section 10 Packet Pg. 401 18.a from or relate to (including, without limitation, incidental and consequential damages, court costs, attorneys' fees, litigation expenses and fees of expert consultants or expert witnesses incurred in connection therewith and costs of investigation) that arise from or relate to, directly or indirectly, in whole or in part, from: (1) CONSULTANT's performance of Services under this Agreement, or any part thereof; (2) any negligent act or omission of CONSULTANT, any subconsultant, anyone directly or indirectly employed by them, or anyone that they control; (3) any actual or alleged infringement of the patent rights, copyright, trade secret, trade name, trademark, service mark or any other intellectual or proprietary right of any person or persons in consequence of the use by CITY, or any other Indemnitee, of articles or Services to be supplied in the performance of this Agreement; or (4) any breach of this Agreement (collectively "Liabilities"). Such obligations to defend, hold harmless and indemnify any Indemnitee shall not apply to the extent such Liabilities are caused by the sole negligence or willful misconduct of such Indemnitee, but shall apply to all other Liabilities. The foregoing shall be subject to the limitations of California Civil Code section 2782.8 as to any design professional services performed by CONSULTANT and in particular the limitation on CONSULTANT's duty to defend whereby such duty only arises for claims relating to the negligence, recklessness or willful misconduct of CONSULTANT as well as the limitation on the cost to defend whereby CONSULTANT will only bear such cost in proportion to CONSULTANT's proportionate percentage of fault (except as otherwise provided in section 2782.8). b. The foregoing indemnification provisions will not reduce or affect other rights or obligations which would otherwise exist in favor of the CITY and other Indemnitees. c. CONSULTANT shall place in its subconsulting agreements and cause its subconsultants to agree to indemnities and insurance obligations in favor of CITY and other Indemnitees in the exact form and substance of those contained in this Agreement. 4. INSURANCE a. Before commencing performance under this Agreement, and at all other times this Agreement is effective, CONSULTANT will procure and maintain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below: Type of Insurance Limits Commercial general liability: $1,000,000 Professional liability $1,000,000 Business automobile liability $1,000,000 Workers compensation Statutory requirement b. Commercial general liability insurance will meet or exceed the requirements of ISO-CGL Form No. CG 00 011185 or 88. The amount of insurance set forth above will be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Automobile coverage will be written on ISO Business Auto Coverage Form CA 00 0106 92, including symbol 1 (Any Auto). Liability policies will be endorsed to name CITY, its officials, and employees as "additional insureds" under said insurance coverage and to state that such insurance will be deemed "primary" such that any other insurance that may be carried by CITY will be excess thereto. Such endorsement must be reflected on ISO Form No. CG 20 10 1185 or 88, or equivalent. Such insurance will be on an "occurrence," not a "claims 56 City of Santa MOM I Proposal for SCAG Grant REA Packet Pg. 402 18.a made," basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to CITY. c. Professional liability coverage will be on an "occurrence basis" if such coverage is available, or on a "claims made" basis if not available. When coverage is provided on a "claims made basis," CONSULTANT will continue to renew the insurance for a period of at least three (3) years after this Agreement expires or is terminated. Such insurance will have the same coverage and limits as the policy that was in effect during the term of this Agreement, and will cover CONSULTANT for all claims made by CITY arising out of any errors or omissions of CONSULTANT, or its officers, employees or agents during the time this Agreement was in effect. d. CONSULTANT will furnish to CITY duly authenticated Certificates of Insurance evidencing maintenance of the insurance required under this Agreement, including endorsements, and such other evidence of insurance or copies of policies as may be reasonably required by CITY from time to time. Insurance must be placed with California -admitted insurers with (other than workers compensation) a current A.M. Best Company Rating of at least "A:VII." e. Waiver of Subrogation: The insurer(s) agree to waive all rights of subrogation against CITY, its elected or appointed officers, officials, agents, volunteers and employees for losses paid under the terms of the workers compensation policy which arise from work performed by CONSULTANT for CITY. f. Should CONSULTANT, for any reason, fail to obtain and maintain the insurance required by this Agreement, CITY may obtain such coverage at CONSULTANT's expense and deduct the cost of such insurance from payments due to CONSULTANT under this Agreement or terminate pursuant to TERMINATION section. In the alternative, should CONSULTANT fail to meet any of the insurance requirements under this Agreement, City may terminate this Agreement immediately with no penalty. g. Should CONSULTANT'S insurance required by this Agreement be cancelled at any point prior to expiration of the policy, CONSULTANT must notify City within 24 hours of receipt of notice of cancellation. Furthermore, CONSULTANT must obtain replacement coverage that meets all contractual requirements within 10 days of the prior insurer's issuance of notice of cancellation. CONSULTANT must ensure that there is no lapse in coverage. h. The CITY shall be entitled to any coverage in excess of the minimums required herein. I have read and understand the above requirements and agree to be bound by them for any work performed for the City. 4� Authorized Si nature: Date: 03/25/2025 g Printed Name: Ja i WIIIIamS Appendix - Forms I Section 10 Packet Pg. 403 18.a Addendum No. 1 March 10, 2025 Addendum No. 1 PROPOSAL # CD-24-25-22 SCAG Grant REAP 2.0 Project City of Santa Clarita, California This addendum must be acknowledged via BidNet and should be included with the proposal response. The purpose of this addendum is to address the following for this Request for Proposals (RFP): PROPOSAL EXPIRATION Please note proposals and subsequent offers shall be effective/valid for a period of 120 days after the RFP due date. END OF ADDENDUM This addendum must be acknowledged via BidNet and should be included with the response. 03/25/2025 #tr,ctor', Representative Date RRM Design Group Company Name PROPOSAL # CD-24-25-22 58 City of Santa Clarita I Proposal for SCAG Grant REAP Packet Pg. 404 q 00 T W LU U 0 LU LU Ld_ mmilmou 10"INOa SaNVaNVIS NOIS3a 3AIl03fa0) alit asuodsOM d=IN dnoaO uBlsea WUN :;uewt4oe;;V • • • • • • • • • • • • • • • • • • 3oc w r LL r z .E u 3 ¢ a`o u o E — Y .E cri E N E o. " o E E o o v a a — _ o = o e o o a x LLB o v m Ix � _ a so cc L � a � a a C aa •= N �L C4 U N � o U cc N a o ,cc VJ • LO 0 CL U I.L