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10-0803_RRM DESIGN GROUP_Professional Services Agreement AmdAMENDED PROFESSIONAL SERVICES AGREEMENT THIS AMENDED AGREEMENT is made, entered into, and shall become effective this 3rd day of AUGUST, 2010, by and between the San Juan Capistrano Community Redevelopment Agency (hereinafter referred to as the "Agency") and RRM Design Group (hereinafter collectively referred to as the "Consultant"). RECITALS: WHEREAS, Agency and the Consultant desires to Amend the Personal Service Agreement approved December 15, 2009 retaining Land Planning and Environmental services of Consultant regarding the Agency's proposal to the General Plan Amendment and Rezone on a Portion of APN 121-050-21 "The Groves at Williams Ranch"; and, WHEREAS, Consultant has submitted a complete and comprehensive proposal for additional services, necessary for the timeliness and successfulness of the Agency Project, which is attached hereto and incorporated herein by reference as Exhibit "A" to this Professional Services Agreement Amendment; and, WHEREAS, Consultant is qualified by virtue of experience, training, education and expertise to accomplish such services. NOW, THEREFORE, Agency and Consultant. mutually agree as follows: Section 1. Scope of Work. The scope of work to be performed by the Consultant shall consist of those tasks as identified and set forth in Exhibit A and Exhibit B. To the extent that there are any conflicts between the provisions described in Exhibit A and Exhibit B and those provisions contained within this Agreement, the provisions in this Agreement shall control. Section 2. Term. This Agreement shall commence on the effective date and shall terminate, and all services required hereunder shall be completed, no later than the schedule of performance outlined in Exhibit A and presented by Consultant. Section 3. Compensation. 3.1 Amount. Total compensation for the services hereunder shall not exceed four hundred twelve thousand nine hundred ninety two dollars ($412,992) as set forth in Exhibit A and Exhibit B combined. 3.2 Method of Payment. Subject to Section 3.1, Consultant shall submit monthly invoices based on total services which have been satisfactorily completed for such monthly period. The Agency will pay monthly progress payments based on approved invoices in accordance with this Section. 3.3 Records of Expenses. Consultant shall keep complete and accurate records of all costs and expenses incidental to services covered by this Agreement. These records will be made available at reasonable times to Agency. Section 4. Responsibilities of Consultant. A. Control and Payment of Subordinates: Independent Contractor. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. Agency retains Consultant on an independent contractor basis and not as an employee. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of Agency and shall at all times be under Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. B. Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "A" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, Agency shall respond to Consultant's submittals in a timely manner. Upon request of Agency, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. C. Conformance to Applicable Reguirements. All work prepared by Consultant shall be subject to the approval of Agency. D. Substitution of Key Personnel. Consultant has represented to Agency that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute Page 2 of 10 other personnel of at least equal competence upon written approval of Agency. In the event that Agency and Consultant cannot agree as to the substitution of key personnel, Agency shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the Agency, or who are determined by the Agency to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the Agency. The key personnel for performance of this Agreement are as follows: RRM Design Group Kirk Van Cleave, Principal -in -Charge David Chacon, Co -Project Manager E. Consultant's Representative. Consultant hereby designates Kirk Van Cleave, or his or her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. F. Coordination of Services. Consultant agrees to work closely with Agency staff in the performance of Services and shall be available to Agency's staff, consultants and other staff at all reasonable times. G. Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and sub -consultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and sub -consultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, including a City Business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the Agency, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub -consultants who is determined by the Agency to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the Agency, shall be Page 3 of 10 promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project. Section 5. Limitations Upon Subcontracting and Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for Agency to enter into this Agreement. Consultant shall not contract with any other entity to perform the services required without written approval of the Agency. This Agreement may not be assigned, voluntarily or by operation of law, without the prior written approval of the Agency. If Consultant is permitted to subcontract any part of this Agreement by Agency, Consultant shall be responsible to Agency for the acts and omissions of its subcontractor as it is for persons directly employed. Nothing contained in this Agreement shall create any contractual relationships between any subcontractor and Agency. All persons engaged in the work will be considered employees of Consultant. Agency will deal directly with and will make all payments to Consultant. Section 6. Changes to Scope of Work. In the event of a change in the Scope of Work provided for in the contract documents as requested by the Agency, the Parties hereto shall execute an addendum to this Agreement setting forth with particularity all terms of the new agreement, including but not limited to any additional Consultant's fees. Section 7. Familiarity with Work and/or Construction Site. By executing this Agreement, Consultant warrants that: (1) it has investigated the work to be performed; (2) if applicable, it has investigated the work site(s), and is aware of all conditions there; and (3) it understands the facilities, difficulties and restrictions of the work to be performed under this Agreement. Should Consultant discover any latent or unknown conditions materially differing from those inherent in the work or as represented by Agency, it shall immediately inform the Agency of this and shall not proceed with further work under this Agreement until written instructions are received from the Agency. Section 8. Time of Essence. Time is of the essence in the performance of this Agreement. Section 9. Compliance with Law: E -Verify. 9.1. Compliance with Law. Consultant shall comply with all applicable laws, ordinances, codes and regulations of federal, state and local government. Page 4 of 10 9.2. E -Verify. If Consultant is not already enrolled in the U.S. Department of Homeland Security's E -Verify program, Consultant shall enroll in the E -Verify program within fifteen days of the effective date of this Agreement to verify the employment authorization of new employees assigned to perform work hereunder. Consultant shall verify employment authorization within three days of hiring a new employee to perform work under this Agreement. Information pertaining to the E -Verify program can be found at http://www.uscis.gov, or access the registration page at httl)s://www.vis- dhs.com/emoloverre.gistration. Consultant shall certify its registration with E -Verify and provide its registration number within sixteen days of the effective date of this Agreement. Failure to provide certification will result in withholding payment until full compliance is demonstrated. Section 10. Conflicts of Interest. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of the services contemplated by this Agreement. No person having such interest shall be employed by or associated with Consultant. Section 11. Copies of Work Product. At the completion of the work, Consultant shall have delivered to Agency at least one (1) copy of any final reports and/or notes or drawings containing Consultant's findings, conclusions, and recommendations with any support documentation. All reports submitted to the Agency shall be in reproducible format, or in the format otherwise approved by the Agency in writing. Submission of all CAD data files must be in AutoCAD 2006 with a file extension of dwg. Each sheet shall be set up so when the file is opened the complete drawing is viewable. Section 12. Ownership of Documents. All reports, information, data and exhibits prepared or assembled by Consultant in connection with the performance of its services pursuant to this Agreement are confidential to the extent permitted by law, and Consultant agrees that they shall not be made available to any individual or organization without prior written consent of the Agency. All such reports, information, data, and exhibits shall be the property of the Agency and shall be delivered to the Agency upon demand without additional costs or expense to the Agency. The Agency acknowledges such documents are instruments of Consultant's professional services. Page 5 of 10 Section 13. Indemnity. To the fullest extent permitted by law, Consultant agrees to protect, and hold harmless the Agency and its elective or appointive boards, officers, agents, and employees from any and all claims, liabilities, expenses, or damages of any nature, including reimbursement of reasonable attorneys' fees, for injury or death of any person, or damages of any nature, including interference with use of property, to the extent arising out of, the negligence, recklessness and/or intentional wrongful conduct of Consultant, Consultant's agents, officers, employees, subcontractors, or independent contractors hired by Consultant in the performance of the Agreement. The Consultant's responsibility to protect, defend, and hold harmless the Agency, will not apply if such claims, liabilities expenses or damages are due to the negligence, recklessness and/or wrongful conduct of Agency, or any of its elective or appointive boards, officers, agents, or employees. The policy limits do not act as a limitation upon the amount of indemnification to be provided by Consultant. Section 14. Insurance. On or before beginning any of the services or work called for by any term of this Agreement, Consultant, at its own cost and expense, shall carry, maintain for the duration of the agreement, and provide proof thereof that is acceptable to the Agency, the insurance specified below with insurers and under forms of insurance satisfactory in all respects to the Agency. Consultant shall not allow any subcontractor to commence work on any subcontract until all insurance required of the Consultant has also been obtained for the subcontractor. Insurance required herein shall be provided by Insurers in good standing with the State of California and having a minimum Best's Guide Rating of A- Class VII or better. 14.1 Comprehensive General Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive General Liability coverage in an amount not less than one million dollars per occurrence ($1,000,000.00), combined single limit coverage for risks associated with the work contemplated by this agreement. If a Commercial General Liability Insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this agreement or the general aggregate limit shall be at least twice the required occurrence limit. 14.2 Comprehensive Automobile Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive Automobile Liability coverage, including owned, hired Page 6 of 10 and non -owned vehicles in an amount not less than one million dollars per occurrence ($1,000,000.00). 14.3 Worker's Compensation. If Consultant intends to employ employees to perform services under this Agreement, Consultant shall obtain and maintain, during the term of this Agreement, Worker's Compensation Employer's Liability Insurance in the statutory amount as required by state law. 14.4 Proof of Insurance Requirements/Endorsement. Prior to beginning any work under this Agreement, Consultant shall submit the insurance certificates, including the deductible or self -retention amount, and an additional insured endorsement naming Agency, its officers, employees, agents, and volunteers as additional insureds as respects each of the following: Liability arising out of activities performed by or on behalf of Consultant, including the insured's general supervision of Consultant; products and completed operations of Consultant; premises owned, occupied or used by Consultant; or automobiles owned, leased, hired, or borrowed by Consultant. The coverage shall contain no special limitations on the scope of protection afforded Agency, its officers, employees, agents, or volunteers. 14.5 Errors and Omissions Coverage Throughout the term of this Agreement, Consultant shall maintain Errors and Omissions Coverage (professional liability coverage) in an amount of not less than One Million Dollars ($1,000,000). Prior to beginning any work under this Agreement, Consultant shall submit an insurance certificate to the Agency's General Counsel for certification that the insurance requirements of this Agreement have been satisfied. 14.6 Notice of Cancellation/Termination of Insurance. The above policy/policies shall not terminate, nor shall they be cancelled, nor the coverages reduced, until after thirty (30) days' written notice is given to Agency, except that ten (10) days' notice shall be given if there is a cancellation due to failure to pay a premium. 14.7 Terms of Compensation. Consultant shall not receive any compensation until all insurance provisions have been satisfied. Page 7 of 10 14.8 Notice to Proceed. Consultant shall not proceed with any work under this Agreement until the Agency has issued a written "Notice to Proceed" verifying that Consultant has complied with all insurance requirements of this Agreement. Section 15. Termination. Agency shall have the right to terminate this Agreement without cause by giving thirty (30) days' advance written notice of termination to Consultant. In addition, this Agreement may be terminated by any party for cause by providing ten (10) days' notice to the other party of a material breach of contract. If the other party does not cure the breach of contract, then the agreement may be terminated subsequent to the ten (10) day cure period. Section 16. Notice. All notices shall be personally delivered or mailed to the below listed addresses, or to such other addresses as may be designated by written notice. These addresses shall be used for delivery of service of process: To Agency: San Juan Capistrano Community Redevelopment Agency 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Attn: Cindy Russell, Chief Financial Officer To Consultant: RRM Design Group 232 Avenida Fabricante, Ste 112 San Clemente, CA 92672 Attn: Kirk Van Cleave, Principal Section 17. Attorneys' Fees. If any action at law or in equity is necessary to enforce or interpret the terms of this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs and necessary disbursements in addition to any other relief to which he may be entitled. Section 18. Dispute Resolution. In the event of a dispute arising between the parties regarding performance or interpretation of this Agreement, the dispute shall be resolved by binding arbitration under the auspices of the Judicial Arbitration and Mediation Service ("JAMS"). Page 8 of 10 Section 19. Entire Agreement. This Agreement constitutes the entire understanding and agreement between the parties and supersedes all previous negotiations between them pertaining to the subject matter thereof. [SIGNATURE PAGE FOLLOWS] Page 9 of 10 IN WITNESS WHEREOF, the parties hereto have executed this Agreement. SAN JUAN CAPISTRANO COMMU ITY REDEVEOPM ENT AGENCY By: Laura Freese, Chair "CONSULTANT" RRM Design Group, Inc.: By: gC^��— Kirk Van Cleave, Principal ATTEST: Maria Morris, AbenI4 Secretary APPROVED AS TO FORM: 00 OA V Omar an val, Agency Counsel Page 10 of 10 rrmdesigngroup III ....... 9 emivonmcnn f"q'i . . ..... Y, M rrmdesigngroup III ....... 9 emivonmcnn f"q'i . . ..... Y, a A Section A: Cover Letter Table of Contents 1 Section B: Approach 3 Section C: Proposed Schedule 24 Section D: Project Manager & Project Team 25 Section E: Referenced Projects 48 Section F: Fee Schedule M. swill The wntran and graphic manotala mntarned in Mk prolaosal are sheex<hnive property of RPM Design rrm,'{'.' L:E!gCOUp III Gmlip'W- Tho rmauthonaeduseofan, ponlcoofMara w.,orgraphir.marerizhwithou Moir, crmuny en..romnems peopk mlo" prior written consent is exprassiy pmM rft d 6 arri RRM Nslgn Group November 9, 2009 group 1 creating environments people enjoy' Mr. Douglas D. Dumhart Deputy Director San Juan Capistrano Community Redevelopment Agency 32400 Paseo Aoelanto San Juan Capistrano, CA 92675 t r RE: The Groves at Williams Ranch Design Services Proposal Dear Douglas and Members of the Selection Committee: The Groves at Williams Ranch is a project that we here at RRM Design Group connect with on many levels. It sits on the former family homestead of our team's Principal Planner, Diane Bathgate, and our affordable housing designer, Colleen Bathgate. Our Project Manager David Chacon prepared the conceptual design yield studies forming the basis of the RFP. With this background, we are prepared to "hit the ground running." Additionally, the project reaches across each of our in-house, interdisciplinary design sectors: planning, architecture, civil engineering, landscape architecture and surveying. There is a tangible advantage in working shoulder -to -shoulder with other design disciplines both in terms of efficiency of schedule, but also in. quality of project. However, the highest motivator for our team is the "give back" to the community a project like the Groves offers us as design professionals. This project enables us to create an environment that can raise the quality of life for multiple families who will end up residing in the completed residences. Our team of design professionals possesses the passion, experience and professional ability to provide the required services for this phased project. Our team has a very strong reputation for being excellent listeners and being able to adapt to evolving project challenges. RRM Design Group is known for being both, team players and team leaders. As a standard policy, we maintain close Principal involvement throughout the duration of the project — from entitlement through design, construction and occupancy. We are pleased to submit our qualifications for the Planning, Architecture, Engineering and Environmental Services for the Groves at Williams Ranch affordable housing development. - For this effort, RRM has strategically augmented our services with technical consultants who excel in their respective fields to create the strongest team possible. Our team has particular strength in four major areas: complex entitlement processing that new developments demand, sustainable facility and master planning design, historical -based design, and the very specialized knowledge of affordable housing economics. The enclosed RRM proposal, valid for 90 days from the submittal date, addresses the information requested in your solicitation. With our previous work on this project, our understanding of the site and community, our specific entitlement experience and our excellent reputation for purposeful design, we feel we are strong candidates as design professionals for the Groves at Williams Ranch project. Please feel free to contact our references as they will , RRM DESIGN GROUPI 232 AVENIDA FABRICANTE, STE 112 1 SAN CLEMENTE, CA 92672 P: (949)361-7950 1 F: (949)361-7955 1 WWW.RRMDESIGN.COM A CaMdnu Cmpnrelim Vi<For Mpxyome,y,MUnFlfl-0109011.11h 1, 1E.W11 IJ&F.N ,.12P1 rrm;: group INcreating environments people enjoy' attest to both our commitment to quality service and to the attainment of the project goals of our clients. We look forward to presenting our qualifications and further addressing the issues of the project in the interview process. Sincerely yours, RRM DESIGN GROUP Kirk Van Cleave AIA, NCARB Principal -in -Charge Project Description The San Juan Capistrano Community Redevelopment Agency (SJC CRA) is implementing the State of California's Regional Housing Needs Assessment which calls for 416 affordable housing units to be provided within the City of San Juan Capistrano by 2014. The SJC GRA has initiated construction on several projects towards meeting this State mandate. The proposed site for The Groves at Williams Ranch Development Project is a two acre surplus parcel of vacant land at the northwest corner of Camino Capistrano and Junipero Serra Road. The current zoning of the site is designated Commercial Office (CO) and has an Office Research Park General Plan land designation. RRM Design Group produced a preliminary conceptual site master plan and yield study for this site and presented this to the SJC City Council in May, 2009, as part of a request to initiate a General Plan Amendment (GPA) and Rezone (RZ) of the site to accommodate the proposed workforce housing. The City Council adopted resolution 09-07-07-04 supporting the initiation of a GPA and RZ to change the land designation of the 2 acre parcel from Office Research Park to Affordable Family/Senior Housing. The SJC Community Redevelopment Agency is requesting proposals to approach the project in three distinct phases: Entitlement, Construction Documentation, and. Construction Administration. Each phase is independent and distinct, and each successive phase will be predicated upon the success of the previous phase. Specific project goals have been identified by the CRA and the City. These include the design rrm group oraniy enmrnnmenb n<opk enjc1° Approach goals of the project paying homage to the former farming estate and SJC's Agrarian Era; adherence to SJC's voluntary green building program — attaining the City's Green Apartment Plus rating; adherence to the schedule goals mandated by the sunset clause on funding sources; and adherence to strict budget constraints on the design and construction costs of the project. SJC's Community Redevelopment Agency has requested an interdisciplinary design firm having experience in the entitlement, design and implementation of similar projects prepare proposals which describe their approach and proposed project schedule. The proposals are also to clearly identify the project team and provide credentials and references for the team members. Finally, the proposal is to provide a fee schedule for Phase I of the project. The fee schedule is limited to Phase I, as the scope of work in Phase II and III will be determined only subsequent to the approval of the work effort of the first phase. The following is our proposed approach to the project, and forms the basis of our fee schedule. PHASE I: Entitlement TASK A: GPA / RZ Application and Development Plan Task A.1: Data Collection, Review and Kick - Off Meeting RRM will prepare for and lead a project kick- off meeting with City Staff. This meeting will establish the goals of the project, and will include: • A comprehensive review of the objectives of the project • Identification of key personnel and contact information San Juan Capistrano CRAI The Groves at Williams Ranch 3 Approach • Establishment of lines of communications and information sharing • A discussion of known project challenges and issues to be focused on • Identification of means and methods of receipt and review of project materials • A discussion of product format, presentation and overall organization of project materials • Establishment of the initial project schedule As part of the kick-off meeting, the participants will tour the project area. RRM Design Group will also review existing project documentation provided by the City as well as investigate City policies at the general plan and zoning level. As significant due diligence work has already been conducted by RRM during the prior concept development work, the timeline for this task is accelerated. Additionally, base -mapping and identification of preliminary opportunities and constraints has already been conducted by RRM and will not need to be repeated for this work effort. Deliverables: • Written work plan that outlines the project goals, schedules and process which also includes a responsibility matrix • City provided materials to the RRM Design Group team • Policy materials provided by RRM research Meetings: • One (1) Project Kick -Off Meeting - 4 hrs Duration: • One (1) Week Task A.2: Project Build -Out Assumptions To assist the City with the financing of The Groves at Williams Ranch project, RRM will prepare a list of project build -out assumptions to incorporate features that will maximize the eligibility of the project eligibility for Low Income 4 San Juan Capistrano CRA I The Groves at Williams Ranch Housing Tax Credits and other affordable housing funding sources. Towards this end, RRM shall prepare early assumptions of • Total Building Gross Square Footage • Net Building Square Footage • Quantity of off-street parking spaces • Total landscape area • Floor area ratios • Determination of housing unit sizes (number of bedrooms) • Minimum unit areas relative to number of bedrooms • Identification of outdoor play/recreation areas • Identification of indoor common use areas • Identification of space for social service programs • Identification of laundry facilities • Identification of other project specific items (i.e. dishwashers in each unit) • Identification of "Universal Design" features • Identification of Community Design Linkages to connect residents with adjacent open space in a planned fashion RRM and our team of consultants will update the conceptual site plan based upon the information gathered in the previous task, and coupled with the assumptions and funding source requirements identified and developed in this task to form a master site plan layout. RRM will develop a list of the Project Build Out Assumptions and a DRAFT Project Description. Additionally, upon the start of Task A.2, RRM's Sustainability Coordinator will present the City's voluntary green building program and its possible impacts on the scope of the project to the Project Team. This discussion will include a discussion about the broad goals and objectives of the City in the planning and designing of the project to attain the City's Green Apartment Plus rating. Consideration will be given to the sustainability rrm+..: = r;1group <...,�••.•��.��, ate.•,•,• elements of the Tax Credit Program if they differ from the City's GAP rating. Deliverables: • Coordinating, updating, maintaining and managing of a project data and materials developed by the project team • Summary build -out assumptions towards the development of the project as reflected in • Conceptual Master Site Plan • Project Build Out Assumptions • DRAFT Project Description • Preliminary Green Building Checklist and Approach • Updated Project Schedule Meetings: • One (1) Coordination Meeting - 4 hrs Duration: • Four (4) Weeks Task A.3: GPA / RZ Application and DRAFT Development Plan This task will be focused on refinement of the material prepared and approved in the previous tasks, in order to prepare and submit for a GPA/ RZ application and the Draft Development Plan. RRM will prepare a complete set of Development Plans, including the proper number of copies. These plans will include: • Cover page • Master Site Plan indicating building footprints, property lines, streets, easements, existing utilities, proposed utilities (both above and below ground), property line and other setbacks, sidewalks, driveways, trails, parking areas, landscape areas, and land use adjacencies 50' beyond the property limits. The site plan will also indicate topographic data. • Conceptual building plans showing architectural elevations (4 cardinal directions), including adjacent buildings, height dimensions, roof :groupl�� �a.ere.n�on�, weak •nioy Approach heights, building materials identified and keyed to color board. Note: Full color elevations are due prior to Planning Commission review. • Grading plans depicting the existing and proposed topographic limits of grading in 2' and 5' increments as appropriate, cut/fill quantities, site cross sections, finished slope grades, drains and v -ditches, retaining walls and elevations. • FEMA Special Flood Hazard Area limits. If in a flood district, the location, dimension, water surface elevation and flow direction of existing and proposed drainage swales, intermittent streams, creeks, etc., will be identified. • Roof plans depicting ridges and valleys, drainage direction, mechanical wells and sections showing how mechanical units will be screened from view. • Master Landscape Plans describing type, number, location and container size of plant species. • Irrigation system showing irrigation valves, controllers, boxes, backflow devices, irrigation lines and heads and existing trees to be preserved. • Site Lighting Plan with location and catalogue sheets of proposed light fixtures. A photometric analysis of measured footcandles and photometric summary will be provided. • Construction details showing wall, door and window sections; window and door schedule; retaining wall sections and elevations; trash enclosure design; project identification signage and fencing. • Color and Material boards indicating all finish materials, paint/stain colors of all building elements, roofing material samples. Additional reports and information will be provided including: • Preliminary Biological Investigation report. • Water Quality Management Plan /I ---- San `--San Juan Capistrano CRAI The Groves at Williams Ranch 5 Approach • Establishment of Jurisdictional Boundary between Trabuco Creek and Development Site • Hydrological Analysis, evaluating the flood impact of the project. • Floodplain Land Use Permit Statement of Justification detailing how the project will comply with Floodplain Management District. • Boundary Survey, preparation of legal descriptions, lot line adjustment map, and draft Grant Deeds for Lot Line Adjustment application. • Tree Survey of all existing trees over 6" in diameter, prepared by an Arborist indicating tree type, diameter, height, location, condition and disposition. • An electronic disk of an Excel Spreadsheet. of the property owner's mailing list for all real properties within 500 feet of the project including the assessor parcel number, name and mailing address; a copy of the relevant assessor parcel map(s) delineating the limits of the 500 foot public notice area; a signed affidavit by the person responsible for making the list attesting to its accuracy and its compliancewith Title 9. • One set of Development Plan reductions in hard copy and .pdf format. RRM will prepare and submit completed applications for: • General Plan Amendment (GPA) • Rezone (RZ) • Architectural Control (AC) • Lot Line Adjustment (LLA) • Flood Plain Permit RRM will also coordinate the preparation of a title report with the City's Title Company, within 30 days of application submittal. RRM's Sustainability Coordinator will update the project's green building program and its impacts on the scope of the project to the Project Team. 6 San Juan Capistrano CRA I The Groves at Williams Ranch This update will begin to focus the specific implementation ideas of the project to attain the City's Green Apartment Plus rating. Deliverables: • GPA/RZ applications • Technical Studies • DRAFT Development Plan • Fifteen (15) sets of development plans in hard copy and one (1) electronic copy in color . pdf format. • Updated Green Building Checklist • Updated project schedule Meetings: • Four (4) Progress Meetings - 2 hrs each • One (1) Preliminary DAB Meeting — 2 hrs Duration: • Twelve (12) Weeks Task A.4: Administrative Review of DRAFT Application and Development Plan The RRM Design Group team will receive the comments and suggestions made by the City's Design Advisory Board after their administrative review, and shall incorporate those comments into the development plans. These revised development plans will be resubmitted to the City for distribution to the various City Boards and Commissions reviews and input. Deliverables shall include items necessary to comply with the minimum submittal requirements and application notification procedures in Section 9-2.302 of the SJCMC. Deliverables: • Forty Two (42) sets of revised preliminary development plans incorporating comments and suggestions from DAB. Meetings: • One (1) Coordination Meeting - 2 hrs Duration: • Four (4) Weeks rrm group cre.urg enmmrxnmb peoPk enjoy° Task A.6: Initial Public Review of Draft Development Plan This task provides review and commentary by the City's various departments and committees on the preliminary developments plans submitted in the previous task. Specifically, the submitted plans will be reviewed by: • The Design Review Committee (DRC) — shall make recommendations on the design of the project pursuant to the policies of the City's General Plan Community Design Element and architectural design guidelines to the Planning Commission. • The Housing Advisory Committee (HAC) — shall review the plans for consistency with the City's General Plan Housing Element, and making recommendations to the Planning Commission. • The Parks, Recreation and Equestrian Commission (PR&EC) — shall make recommendations to the Planning Commission on the project development's design standards relative to private and public recreational facilities and impacts/connectivity to the City's multi -use system of trails. • The Transportation Commission (TC) — shall review and comment on the project in regards to impacts on the City's circulation system and impacts on public transportation, traffic regulations, parking standards, and vehicular/ pedestrian movement. Their comments shall be directed to the Planning Commission. • The Planning Commission (PC) — will study and make recommendations to the City Council on amendments to the City's General Plan, and to approve, deny or approve with modifications/ conditions, the development plans. • The RRM Design Team will incorporate and resubmit any pending items identified and/or requested by the City's Boards and Commissions. These revised FINAL draft development plans are intended for re -review rrm , _;;,group Nil Approach by the various City Boards and Commissions and for Public Hearing by the Planning Commission, Community Redevelopment Agency Board of Directors and City Council. Deliverables: • Fifty One (51) sets of revised FINAL draft development plans • Additional items necessary to comply with the applicable notification procedures in Section 9-2.302 of the SJCMC Meetings: • One (1) Coordination Meeting - 2 hrs • Five (5) Commission Meetings (DRC, HAC, PR&EC, TC, PC: one each) — 2 hrs each Duration: • Six (6) Weeks Task A.6: Public Review of Final Draft Development Plan This task provides for final review and commentary by the City's various departments and committees on the revised draft developments plans submitted in the previous task. The submitted plans will be reviewed by: • The Design Review Committee (DRC) • The Housing Advisory Committee (HAC) • The Parks, Recreation and Equestrian Commission (PR&EC) • The Transportation Commission (TC) • The Planning Commission (PC) • The City Council (CC) / The Community Redevelopment Agency Board of Directors (CRA) Following any action taken by the City Council, the RRM Design Group team will incorporate any final edits and modifications into the development plans. It is assumed that one (1) set of minor revisions will be required to incorporate the final City Council/CRA actions. San Juan Capistrano CRAI The Groves at Williams Ranch 7 Approach Deliverables: • One (1) set of revised FINAL Development Plans in electronic color.pdf format Meetings: • One (1) Coordination Meeting - 2 his • Six (6) Commission/Council Meetings (one each) — 2 hrs each Duration: • Twelve (12) Weeks 4 weeks for DRC/NAC/PR&EC?C 4 weeks for Planning Commission 0 4 weeks for City Council and the CRA Board Task A.7: Project Coordination This task includes coordination with City staff, various departments, sub -consultants and interest groups throughout the duration of the project. This task allows for the necessary coordination between project team members and City staff throughout the GPA/RZ Application and Development Plan process. This coordination will include informal teleconferences, research correspondence, record keeping, project coordination, report production, electronic file management, graphic preparation and all other required coordination during the project, and is estimated, for purposes of this proposal, to involve and average of 4hrs/ week for the 40 week duration of the project. Deliverables: • Ongoing project coordination, management, meetings and correspondence Meetings: • Tbd — estimated @ 4hrsAveek for duration of project (40 weeks) Duration: • Within overall project schedule 8 San Juan Capistrano CRA I The Groves at Williams Ranch Task A.8: Economic Analysis of Project To assist the City with the development of a comprehensive economic approach to the project, RRM's affordable housing economic consultant will prepare an analysis of the project exploring funding and design options necessary to maximize the project's eligibility for Low Income Housing Tax Credits and other affordable housing funding sources. This is a highly technical aspect to the project, and RRM's economic consultant David Nahas with Veloce Partners will provide the expert level of support and experience necessary to take full advantage of funding sources and tax credits available. There are two approaches to take in this regard. The first would be a narrative discussion of the pros/cons and likely requirements to be eligible for tax credits and public funding. Additionally or alternatively, the second approach would provide a model to show the actual amounts in action which would be more helpful to the City. In order to do the second approach, a set of working assumptions about project cost would need to be developed. Together with the City, a decision on how to address the cost assumptions would be determined, as tax credits are a function of total cost RRM and our team of consultants will update the project development plans based upon the information gathered by our economic consultant and approved by the City, coupled with the assumptions and funding sources identified and developed in the previous tasks to form the master site plan layout. Deliverables: • Identification of targeted economic strategies including tax credits and other affordable housing funding sources • Summary economic approach (financial model) �Ein� rrm::,,. ;:; lgroup Nil •�,,, aopk e•;• towards the development of the project • As required, revisions to • Conceptual Master Site Plan • Project Build Out Assumptions • DRAFT Project Description • Revisions, as required, to the Preliminary Green Building Checklist and Approach • Revisions to the Project Schedule to include relevant funding tasks and approximate time to gather proposed affordable housing funding source commitments. Meetings: • One (1) additional Coordination Meeting (beyond those in Task A.2) - 2 hrs Duration: • Within overall project schedule TASK B: CEQA Review The Groves at Williams Ranch Development Project involves development of a 25 to 30 affordable housing development on a two -acre site located west of Camino Capistrano. Based on our preliminary review of the project and experience in the project area, it appears that, with the appropriate mitigation, project -related effects can be mitigated to a less than significant level. Therefore, an IS -MND appears to be the appropriate environmental document under CEQA. The IS -MND will evaluate each of the issues on the City's environmental checklist. To the degree feasible, impacts will be quantified. A determination of significance will be made for each issue area and mitigation measures will be provided as necessary for identified significant effects. For purposes of this proposal, we assume that an IS -MND will be the appropriate document for the project; however; in the event that it is determined that an identified impact may not be mitigable to below a level of significance rrm.<< <,+_ =group ceiling ertaronmelus psapk copy' Approach an Environmental Impact Report (EIR) must be prepared. We will contact the City immediately to determine an appropriate course of action. In preparing an Initial Study of the environmental impacts the development project may have, RRM's team shall meet with City staff, conduct field investigations, photograph the site, gather pertinent information, contact responsible jurisdictional agencies, assist in the preparation and issuance of Public Notices, assist in the posting and appropriate filing of notices, and attend requisite public meetings. We propose to peer review any applicant -prepared studies or other relevant studies and use information from these studies as appropriate in the IS -MND. New technical studies will be provided in the areas of cultural resources (ECORP), traffic (Urban Crossroads), and biological resources (Rincon Consultants). The following is a description of the approach to Key Technical Issues regarding the preparation of an IS -MND and is included in scope of work in Task B. Cultural Resources The Cultural Resources report will be conducted by ECORP, using professionals who have worked in the vicinity of the project site. Preliminary Archaeological Report A records search will be obtained from the South Central Coastal Information Center of the California Historic Resources Information System, located at CSU -Fullerton. The records search will provide information on previous investigations that have been conducted within a 0.5 -mile radius of the Project area. In addition, the record search will identify known cultural resources located within 0.5 -mile, including prehistoric and historic -period archaeological sites and historic -age structures San Juan Capistrano CRAI The Groves at Williams Ranch 9 Approach and features. The records search will also determine if there are any previously recorded resources listed on or determined eligible for listing on the National Register of Historic Places (NRNP) and the California Register of Historical Resources (CRHR). A sacred lands file search will be conducted by the California Native American Heritage Commission (NAHC). A list of Native American contacts for the area will also be requested from the NAHC. Letters requesting information about cultural resources of concern to Native Americans will be sent to the contacts on the list. Responses will be included as an appendix to the report. Afield survey of the 2 -acre parcel where The Groves will be developed will be conducted by a qualified archaeologist. The Project area will be examined for evidence of cultural resources, including prehistoric and historic -period (i.e., over 50 years of age) archaeological deposits and features and historic -period structures or objects. If any resources are encountered, they will be recorded and mapped in detail in accordance with the standards of the California Office of Historic Preservation (OHP). California Department of Parks and Recreation (DPR) 523 Primary and Archaeological Site Records will be prepared for archaeological sites and Primary Records will be prepared for historical structures or objects. A preliminary archaeological report, as defined by the City, will provide the results of the records searches and field survey. The report contents will conform to City of San Juan Capistrano Council Policy 601. The report will be prepared by an Orange County Certified Archaeologist who is also a Registered Professional Archaeologist (RPA), as required by the City. The report will contain the results of the records searches and will provide the methods and results of the field survey. Any cultural resources 10 .San Juan Capistrano CRA I The Groves at Williams Ranch that could be impacted by the project will be identified in the report. The report will also present recommendations for further work, if needed, to evaluate any cultural resources that may have been identified by the survey. Cultural Resources Environmental Document Section The cultural resources section of the CEQA environmental document for the Project will be prepared. The cultural resources section will contain a prehistoric and historical context for the Project area and will discuss cultural resources identified in the Project vicinity and on the Project parcel (if any). The laws, ordinances, and regulations applicable to cultural resources that could be impacted by projects in the City of San Juan Capistrano will be discussed. If any cultural resources are identified that could be impacted by Project development, the impacts will be analyzed. If the impacts will be significant, mitigation measures will be provided. If no impacts to specific cultural resources are identified, the City's required measure for On - Site Monitoring and Mitigation Enforcement for Historic Resources will be included. Traffic Impact Report Areas related to transportation / traffic that must be addressed in the context of the Initial Study include the potential for the project to cause an increase in traffic, exceed, either individually or cumulatively, a level of service standard, increase hazards, result in inadequate emergency access or parking capacity, or conflict with adopted policies, plans or programs supporting alternative transportation. Preliminary project trip generation calculations indicate that the proposed project will generate less than 20 peak hour trips. This portion of the Initial Study would provide a defensible basis for the environmental documentation. However, the legal standards for a challenge to a Negative 1�� rrm.. s .group hkl onNn9 emimnmmn pegAe mbY'- Declaration or Mitigated Negative Declaration are less stringent than those for an Environmental Impact Report. The traffic impact report will address the topics required by the California Environmental Quality Act (CEQA) in the context of the Initial Study. The level of analysis is limited to theoretical consideration of off-site impacts intended to quantitatively demonstrate that the project will not impact off-site intersections along Junipero Serra Road. This will be accomplished for near- term (and long range) conditions by quantitatively demonstrating that the project traffic contribution is too small to significantly impact the already congested intersections along Junipero Serra Road. Project traffic generation for the current land use and zoning, and the proposed land use and zoning, will also be calculated to demonstrate that the change in project land use will result in a less than significant increase in traffic. Biological Resources and Arborist Report Upon authorization to proceed, Rincon would consult with the California Department of Fish and Game (CDFG) California Natural Diversity Data Base (CNDDB) and the United States Fish and Wildlife Service and other appropriate resource agencies and conservation organizations (California Native Plant Society) for information on the potential presence of special -status species, species of local importance, and potential migration corridors present on or adjacent to the site. Following this background material review, Rincon would perform a site reconnaissance survey and tree inventory on the subject property to evaluate the existing natural conditions, their potential to support special -status botanical or wildlife resources and a general health. assessment of existing mature trees. We will prepare a report along with a habitat map rrm :, i, 11. group aeatlnq emnonmencs peopk eNuv' Approach identifying the tree locations, plant communities or habitat types observed on the site, as well as the locations of the onsite natural drainage features. The report will include: The methodology of the study: • A summary of the available existing information and data used in the analysis (i.e.: review of the California Natural Diversity Data Base); • Photo -documentation of the existing site conditions; • Description of site conditions, including habitat types and surrounding development; • Tree Inventory indicating type, diameter, height, location, condition and disposition of all mature trees as prepared by a Certified Arborist. • Mapped and textual results of the survey (i.e. special -status plant and wildlife species observed onsite, tree locations); • Potential impacts of the proposed development; and • Recommended mitigation measures to adequately offset impacts to sensitive resources. The map will illustrate the boundaries of distinct vegetation, or habitat, types based on plant species dominance using the Sawyer and Keeler - Wolf classification system (1995). The map will identify the locations of all mature trees within the project site, any rare plants, animals, or plant communities of special concern, if encountered during the survey within the proposed project site or within an area extending up to 500 feet outward. Identification and mapping of potential special -status species habitat will be based on a habitat suitability analysis level only and does not include definitive surveys for the presence or absence of the species that may be present. Definitive surveys for special -status plant and wildlife species often require specific survey protocols requiring extensive field survey time to San Juan Capistrano CRAI The Groves at Williams Ranch 11 Approach be conducted only at certain times of the year. As part of this analysis, Rincon will provide an impact evaluation and recommendations in the form of mitigation measures regarding potential limitations to implementation of the proposed repair project. The evaluation of potential impacts to special -status species will be based on the probability of the presence or absence of each potential species to occur at the site. We will recommend mitigation measures to adequately offset impacts to sensitive resources, if identified; these mitigation measures may include avoidance, minimization, re-establishment, or compensation. Greenhouse Gases Analysis Global climate change (GCC) has been recognized by the State of California as an issue of increasing importance within the context of CEQA analysis. California Senate Bill 97 (SB 97, signed in August 2007, acknowledges that climate change requires analysis under CEQA. In April 2009, OPR released draft amendments to CEQA that provide direction to the nature of how GCC will need to be addressed in EIRs, pending input from the public and agencies. The Resources Agency is required to certify or adopt these guidelines by January 1, 2010. Until such time as the draft CEQA guidelines are certified or adopted, the California Attorney General's Office has indicated that lead agencies must analyze and determine the significance of greenhouse gas (GHG) emissions as part of project- and program -level environmental analysis under CEQA. Rincon proposes to prepare a GHG section that focuses on the impacts of the proposed on climate change, as well as the impacts of climate change on the project region. Rincon will consult with SCAG, the SCAQMD, and other appropriate stakeholders to ensure consensus 12 San Juan Capistrano CRA I The Groves at Williams Ranch on the technical approach to the analysis. Rincon has prepared climate change analyses for a wide variety of development projects, general and specific plans, and transportation plans since the passage of AB 32 in 2006, SB 97 in 2007, and SB 375 in 2008. The analysis will include a comprehensive inventory of the three primary GHGs, including carbon dioxide (CO2), methane (CH4), nitrous oxide (N2O), as well as a qualitative discussion of other GHGs, including hydro fluorocarbons (HFCs), perfluorocarbons (PFCs), and sulfur hexafluoride (SF6). The analysis will be conducted utilizing current emission inventory models, based on ARB -certified emissions factors in the EMFAC2007 model, along with emission factors from other guidance documents, including the California Climate Action Registry's General Reporting Protocol, the Climate Registry Local Government Operations Protocol from the California Air Resource Board, California Climate Action Registry, and ICLEI — Local Governments for Sustainability. The analysis would note that currently no air district in California, including SCAQMD, has yet adopted a significance threshold for GHG emissions or a specific methodology for analyzing air quality impacts related to greenhouse gas emissions. However, several districts are in the process of adopting such thresholds and methodologies. In particular, the courts have recently found that projects should consider CAPCOA's January 2008 assessment methods and discussion regarding attainment of the emission targets in their cumulative analysis (Center for Biological Diversity v. Town of Yucca Valley, May 2009). Since various threshold amounts are under consideration as cumulatively considerable (e.g., SCAQMD is considering 10,000 metric tons for industry and a screening ;group `ki level of 3,000 metric tons for other uses), our analysis will be based on providing information that is current with this evolving issue. Project compliance with GHG reduction strategies contained in federal and state laws, any existing regional GHG reduction plans or strategies, the California Climate Action Team's (CCAT) Report to the Governor, and the California Air Pollution Control Officer's Association (CAPCOA) white paper will be assessed. Major categories of GHG reduction strategies include transportation planning decisions that reduce VMT, design elements that increase fuel efficiency, and energy efficiency measures. Project design elements that reduce VMT, increase fuel efficiency, or reduce energy use will equally reduce criteria and GHG emissions on a percentage basis. The section will also discuss the impacts of climate change on the proposed project, and review how impacts to existing infrastructure as a result of climate change may affect implementation of the project. This analysis will look at the potential impacts climate change may have on energy use, ambient air quality, sea level rise, and other environmental issues that could impact the proposed project. The analysis will be based on the most recent scientific evidence and policy direction through the State, in addition to other available assessments, such as available information from the California Adaptation Strategy (CAS). Based on the current state of the practice and preliminary direction from SCAQMD, Rincon recommends that the significant of the project's cumulative contribution to GCC be considered potentially significant if the project would: • Exceed CAPCOA's suggested quantitative, non- zero thresholds for GHG emissions; or • Be inconsistent with the emissions reduction rrm, ., ;, :group .reaonq envvonmenn propk enior' Approach strategies contained in the California Climate Action Team's (CCAT) Report to the Governor, which propose a path to achieve the greenhouse gas reduction targets set forth in AB. 32. Projects can ensure compliance with CCAT strategies by incorporating appropriate design features, including: vehicle trip reduction strategies; providing multi -modal transportation options; increasing energy efficiency beyond Title 24 requirements; increased recycling; and incorporating green building technology. If the proposed project complies with appropriate strategies to reduce GHG emissions to the levels required by AB 32, it follows that the project would have a less than significant cumulative impact related to global climate change. As necessary, mitigation measures will be developed from emissions reduction strategies in the Attorney General's mitigation measure list, the California Climate Action Team's (CCAT) Report to the Governor, as well as the California Air Pollution Control Officers Association (CAPCOA) white paper, CEQA and Climate Change. In addition, the project may also be able to reduce its cumulative contributions to GHG emissions by contributing to available regional, state, national, or international mitigation programs such as reforestation, tree planting, or carbon trading. Hazards and Hazardous Materials The analysis of impacts relating to hazardous materials will be performed under the direction of Rincon's Professional Geologist/Certified Hydrogeologist. The analysis assumes that the City possesses a Phase I Environmental Site Assessment (ESA) that examines the potential for hazardous materials to be present on the site. Note: If this is not the case, The RRM team can prepare an ESA /G_ San Juan Capistrano CRAI The Groves at Williams Ranch 13 Approach for an additional fee. This report would involve a records search, general field reconnaissance, and interviews with knowledgeable parties, will be an appendix that will be summarized in the EIR hazards section. This section will be overseen by Rincon's Registered Environmental Assessor and Certified Hydrogeologist to determine if past uses on the other parcels may have contaminated subsurface soils. The findings of any available studies will also be incorporated into the impact analysis for the project. Since the site is vacant, the focus of the analysis will be on the potential for past uses to adversely impact construction and residential occupation phases of the project. The presence of hazardous constituents in the soils has the potential to affect the suitability of the site for residential use, construction methods and timing of development as well as human health and safety. Hydrology and Water Quality This section will focus on the potential effects of this runoff and increased non -point source discharges such as parking tot and other urban runoff on downstream water quality. The analysis will be based on existing information sources, including but not limited to the applicant's preliminary grading plan and hydrology and drainage analysis, the City's Master Drainage Plan, and other hydrology studies that may be available for planning area. Regulations under the -federal Clean Water Act and the State Water Resource Control Board require that the project comply with the National Pollutant Discharge Elimination System (NPDES). The project will need to comply with Clean Water Act (NPDES) storm water permit requirements, including appropriate mitigation measures, termed Best Management Practices (BMPs), as outlined in the applicable Stormwater 14 San Juan Capistrano CRA I The Groves at Williams Ranch Quality Urban Impact Mitigation Plan (SQUIMP). We will review any available studies, contact the City Engineer and flood control authorities, and summarize the findings in the Hydrology and Water Quality section of the EIR. Specific tasks to be undertaken as part of this scope of work include: • Site visit to review local drainage characteristics; • Review of any City -provided drainage and grading plans and hydrology/drainage report, as available; • Review of literature sources and contact local authorities to establish existing storm flow and potential flooding through property and existing downstream drainage problems; • Assessment of impacts as a result of increased runoff from the site development; • Identification of potential drainage deficiencies associated with proposed drainage facilities; • Identification of feasible mitigation measures to avoid flooding impacts and retain increased project storm flows within the site; and • Review, assessment, and identification of feasible mitigation measures for proposed best management practices for stormwater quality management in accordance with applicable NPDES requirements. The scope of work described below includes all tasks needed to prepare an IS -MND for the proposed project. Task B.1: CEQA Kick -Off Meeting As part of the kick-off meeting, the RRM Design Group team will meet with the City to coordinate expectations regarding the environmental assessment study tasks. Items to be discussed include: group ill nenln9 en.5mnmm6 people enjoy • CEQA project description • CEQA process • CEQA schedule • Document format • Site Visit RRM Design Group will also review existing environmental documentation provided by the City as well as investigate City policies at the general plan and zoning level. Coordinated with Task A.1, additional site specific investigations and reporting will be initiated which include topographic and boundary surveying; traffic studies, cultural resources investigation, arborist report, geotechnical investigations, noise studies, and flood plain investigation. Deliverables: • Written work plan that outlines the project goals, schedules and process which also includes a responsibility matrix. • City provided materials to the RRM Design Group team • Policy materials provided by RRM research Meetings: • One (1) Kick -Off Meeting - 2 hrs Duration: • One (1) Week Task B.2: Field Reconnaissance RRM shall conduct field reconnaissance and site visits to observe and photo -document the plan area. Physical characteristics of the site will be examined, such as: • Current land use compatibility, • Onsite resources and physical site conditions • Visual quality RRM's previous completed work in producing the conceptual yield study for this project will expedite the information gathering due to our Nola rrm�a: ,;°.group pte(Inq envarm,rcnU purple enjoy' Approach familiarity with the project and site specific areas of concern. Meetings: • None Duration: • Two (2) Weeks Task B.3: Data Gathering and Evaluation Together with City staff, RRM shall gather and review existing data and analyses applicable to the proposed development. This information shall be evaluated in order to gain an understanding of the available information that can be included as part of the overall environmental review. The RRM team will review, at a minimum: The SJC General Plan The SJC Zoning Ordinance The RRM prepared feasibility study An initial archaeological study An initial geological study Contact with public agencies will include discussions with the City of San Juan Capistrano Planning Department, U.S. Army Corps of Engineers Regulatory Branch, and City public works officials. Local service providers will be consulted regarding anticipated service demands and existing service levels in the project area. This task includes reviewing and incorporating the findings of available technical reports prepared for the project (e.g., geotechnical report, Phase I Environmental Site Assessments). New special studies for traffic, cultural resources, and biological resources, including impacts to subject site trees will be initiated. Meetings: • One (1) Coordination Meeting - 2 hrs Duration: • Two (2) Weeks San Juan Capistrano CRAI The Groves at Williams Ranch 15 Approach Task BA: Project Description RRM will collaborate with City staff in the development of a comprehensive project description. RRM will work with the City to ensure that the project description provides the appropriate level of detail to meet the City's objectives. RRM will prepare a draft list of project objectives as required by CEQA. The project description shall also include a statement describing the intended uses of the EIR and shall include a list of agencies expected to use the EIR, a list of permits and other approvals required to implement the project and a list6 of related environmental review and consultation requirements required by Federal, State and local laws, regulations and policies. This includes, but is not limited to, Section 106 of the National Historic Preservation Act, and Senate Bill 18 tribal consultation required for General Plan Amendment. The DRAFT project description will be submitted to the City for review and approval prior to the RRM team conducting any impact analyses. Deliverables. • DRAFT Project Description for review by the City • FINAL Project Description for approval by the City Meetings: • Two (2) Coordination Meetings - 1 hr each Duration: • Eight (8) Weeks Task B.5: Initial Study and CEQA Documentation RRM will prepare an Initial Study and a determination will be made as to whether the project plan can be approved under a Negative 16 San Juan Capistrano CRA I The Groves at Williams Ranch Declaration, a Mitigated Negative Declaration (MND) or if a full EIR is required. The Initial Study will seek to mitigate potentially significant impacts with appropriate mitigation measures and specific development design features consistent with and appropriate to the provisions of CEQA. Upon completion of the Initial Study, we will determine whether mitigation measures can be developed that when implemented, would reduce all environmental impacts to a less than significant level. If so, we will prepare a Negative Declaration for the project. Section 15070 of the CEQA Guidelines states that: A Negative Declaration (ND or MND for Mitigated Negative Declaration) shall be prepared for a project subject to CEQA when either: The Initial Study shows that there is no substantial evidence that the project may have a significant effect on the environment, or The Initial Study identified potentially significant effects but: o Revisions in the project plans or proposals made by or agreed to by the applicant before the proposed Negative Declaration is released for public review would avoid the effects or mitigate effects to a point where clearly no significant effects would occur, and There is no substantial evidence before the agency that the project, as revised, may have a significant effect on the environment. The Negative Declaration will include all of the components defined in Section 15071 of the State CEQA Guidelines as follows: • A brief description of the proposed project, including the common name of the project; • The location of the project, shown on a map and the name of the project proponent; • A proposed finding that the project will not have J✓ rrm o :..: ;'group hkl aesung e�wimmmmu Orof* e�ia5" a significant effect on the environment; • An attached copy of the Initial Study documenting reasons to support the findings; and • Mitigation measures, if any, included that will avoid potentially significant effects. The Negative Declaration will be prepared in a format that allows the findings to be easily incorporated into the City's staff report for this project. An administrative draft report will be prepared for City staff review. We do not anticipate that extensive changes will be made to the document as a result of this review cycle. If the Initial Study determines that the development requires a full Environmental Impact Report, RRM shall stop work and prepare a new scope and fee for the preparation of an EIR for the City's consideration and approval. RRM shall coordinate with the California Dept of Fish and Game to receive a "No Effect Determination", if eligible, prior to Notice of Determination. The City shall provide its significance criteria that are part of the City's adopted CEQA guidelines. Deliverables: • Initial Study • Initial site investigations and studies • Topographic survey • Boundary survey • Aesthetics (incl, shadow modeling) • Air Quality • Arborist Report • Biological Resources • Cultural Resources • Flood Plain data • Geology and Soils • Greenhouse Gas Analysis • Geotechnical Investigation rrw. s group r eAOng c Mnmm4 u rk end• ' Approach • Hazards and Hazardous Materials • Hydrology and Water Quality • Noise • Other CEQA Issues • Transportation/Traffic • Determination of CEQA approach Meetings: • Two (2) Coordination Meetings - 2 hrs each Duration: • Eight (8) Weeks Task B.6: Notice of Intent to Adopt a Mitigated Negative Declaration The CEQA Guidelines provide some discretion with regard to the required length of the public review for local projects for which a Negative Declaration has been prepared. For most projects, we recommend a public review period of 30 days, which is the minimum time allowed for projects submitted to the State Clearinghouse and posted to the Orange County Clerk's office. For this proposal, we have assumed that the RRM team will prepare the Notice of Intent to Adopt a Negative Declaration and the Notice of Determination, in accordance with CEQA guidelines and SJC's "Local Guidelines for Implementing the California Environmental Quality Act", but that the City will circulate these documents, publish newspaper notifications required by CEQA, and provide all other public and property owner notifications including both interested individuals and required adjoining _property owners within 500 feet of the project limits. In addition, it is assumed that the City or project applicant will pay the California Department of Fish and Game fees due at filing of the Notice of Determination, as applicable. Deliverables: • Notice of Intent to Adopt a Mitigated Negative Declaration • Distribution of Notice to County Clerk, State Clearinghouse, adjoining property owners and ,A. San Juan Capistrano CRAI The Groves at Williams Ranch 17 Approach interested individuals Meetings: • One (1) Coordination Meeting - 2hrs Duration: • Six (6) Weeks Task 8.7: Preparation of Response to Comments Prior to approving the project, the CEQA Guidelines require that the City of San Juan Capistrano consider the proposed MND together with any comments received during the public review process. For this component of the work program, RRM shall coordinate with City staff on an approach to the environmental responses following the close of the public review period. We plan to prepare a written response to each comment received. All comments and written responses will be presented in a separate chapter within the Final IS -MND. This chapter shall include: • A List of persons, organizations and Agencies who commented on the Draft IS -MND • Responses to environmental comments made during the public review process • Any necessary text; table or figure changes to the NOD/MND. Because the extent of public interest and comment on this project are not known at this time, it is difficult to gauge the level of effort necessary for this task. We have budgeted 8 hours of professional time to accomplish this task. When approving a project for which a Mitigated Negative Declaration has been prepared, the Lead Agency must adopt a Mitigation Monitoring and Reporting Plan (MMRP) for those mitigation measures included in the Negative Declaration or made a condition of approval to avoid significant effects of the project. This task would include the preparation of an MMRP in accordance with CEQA requirements. Essentially, this plan will 18 San Juan Capistrano CRA I The Groves at Williams Ranch take the form of a detailed table that will compile all of the mitigation measures developed within the Negative Declaration, as well as information necessary to monitor compliance with each measure. The program will include: • Suggested wording as a condition of approval • Identification of persons/agencies responsible for monitoring compliance with each condition • Timing (when monitoring must occur) • Frequency of monitoring • Criteria to be used to determine compliance with conditions Deliverables: • Response to Comments document • Updates to the NOD/MND • MMRP Meetings: • One (1) Coordination Meeting - 2hrs Duration: • Two (2) Weeks Task B.8: Work Program Refinement Based upon the information compiled during the Initial Study and CEQA determination process, it may become necessary to refine or revise the DRAFT project development plans. If such revisions are required, a new scope and budget will be prepared for consideration and approval by the City. Deliverables: • Unknown revisions to the Project Development Plans Meetings: • tbd Duration: • tbd Task B.9: Jurisdictional Delineation Upon your approval, Rincon will conduct a Jurisdictional Delineation according to U.S. Army Corps of Engineers (ACOE), CDFG, and the County guidelines to identify wetlands rrm ;r- ,.l ,,;group Gll 11Wa 0envlronmmts pwk 11W' and/or waters that may be present within the project's impact area up to 1,000 linear feet (500 feet up- and down -stream). We anticipate that the jurisdictional delineation may be used to acquire resource agency permits if necessary. Therefore, -we recommend preparing a stand- alone Jurisdictional Delineation report at this time that can be used in the future permitting of the project. If desired, we would propose to prepare a Jurisdictional Delineation Report to be included as an appendix to the Biological Resources Assessment Report. We estimate that this task will require approximately 24-36 hours of staff time. Deliverables: • Jurisdictional Delineation Report Meetings: • One (1) Coordination Meeting — 2 his Duration: • Within overall project schedule PHASE II: Construction Documentation NOTE: This project workscope assumes the standard design/bid/build approach to implementation of the design. RRM and our consultants are well versed in alternative delivery options including Design/Build and Lease/ Lease -Back. If the City desires to consider these alternative delivery options, RRM would be pleased to discuss such an undertaking. TASK C: Preparation of C_ nstruction Documents Necessary for Building Permits Task CA: Enhanced Schematic Engineering Report Subsequent to the approval of the CEQA documentation and the FINAL Draft Development Plan by the City Council, RRM Design Group will begin the schematic design and engineering rrm,';; .: ,_group Gfl, ve�unq am�ronmmn xoVio nnioy' Approach of the proposed development. This will include schematic level civil, landscape, structural, mechanical, and electrical designs and very preliminary architectural detailing. RRM will prepare an outline specification and finish schedule for the project. Included in this report will be specific items, equipment and finishes that the City desires to be included in the Groves at Williams Ranch, and which may be required to accommodate funding requisites. All approved design work from the Entitlement Process will be incorporated into the Schematic Design of the project. Sustainable design is an intrinsic quality of all of RRM's designs, and we will include this "green technology' into the project, pursuant to the SJC green building program, with the goal of attaining at least the City's Green Apartment Plus rating. "Green" concepts and approaches will be discussed and included in the schematic design of the project. RRM's Project Manager shall also provide a total project schedule for City review to include the design, permit approval, construction and occupancy of the project. At key milestones along the course of the design, RRM's PM shall update the schedule as to the progress being made. To conclude this phase, RRM Design Group's professional cost estimator will prepare a schematic level opinion of probable cost for the development based upon the schematic level architectural and engineering drawings. This cost estimate will reflect costs by major systems and/ or components along with a detailed on- and off-site development cost evaluation, RRM's approach is to provide the Cost Estimator with schematic drawings and calculations to enhance the accuracy of the SD cost estimate. This estimate will establish the budget to include San Juan Capistrano CRAI The Groves at Williams Ranch 19 Approach all direct and indirect components of the work such as construction costs; on-site and off-site improvements; utility hook-up services; permits and fees; professional service fees; furniture, fixtures and equipment; signage and graphics. Deliverables: Performance-based enhanced schematic engineering package. This information will include written performance criteria of all of the building systems and finishes, schematic engineering drawings including the basic systems layout, and outline specifications describing the engineered systems and the finishes anticipated to be used in the project. Opinion of Probable Cost Project Schedule Task C.2: Design Development Documents The primary intent of the design development phase is to ascribe the exact size, profile and character of the project design to forma basis for the final construction documents, permit drawings and bid documents. RRM will use this very intense phase of work to pull together all the building and site components and make the crucial engineering and material decisions needed. The City of San Juan Capistrano's project team's participation is essential in this process: the decisions being made during the design development phase of the project will have to balance the cost of construction and established project budget with the livability and long-term maintainability of the development. To reach this balance, our main goals will be the production of • Precise Grading and Street Improvement Plans • Dimensioned plans, sections and elevations to describe the size and configuration of the buildings Preliminary door and window schedules 20 San Juan Capistrano CRA I The Groves at Williams Ranch • Preliminary interior finish schedules • Design of all engineered systems including • Structural design with rough member sizing • Rough mechanical layout • Rough plumbing layout and fixture schedule • Rough electrical layout and fixture schedule • Rough landscape and irrigation plans • Fire alarm plan • Erosion Control Plan (SWPPP) Should the City decide to perform an external, formal Value Engineering review by a professional construction consulting firm, this would be the most cost effective time to do so. Deliverables: Building and site improvement design development drawings — RRM to coordinate consultant deliverables Outline of product specification with Part 9, General Conditions and Product Listing Draft of the general requirements of construction (by City of San Juan Capistrano) Value Engineering Report (by others) Opinion of Probable Cost Updated Project Schedule Task C.3: Construction Documents and Establishment of Construction Cost The RRM Design Group team will prepare final construction documents. RRM assumes that the project will be designed using the most recent edition UBC as adopted by -the City of San Juan Capistrano, and other current and applicable local codes. The construction documents will include plans, materials and system specifications, engineering reports and calculations. RRM Design Group anticipates submittals to the project team at 90% completion of the construction documents. Concurrent with the pp rrm group `15 among mvircmmmn P.pk • * review by the City's project team, the 90% plans shall be submitted to the SJC Public Works and Community Development Departments in addition to other potential agencies having jurisdiction over the project for their permit plan check, including the Orange County Fire Authority, and other agencies as required. During the plan check period and review by the City's project team, RRM will perform its final internal QA/QC and constructability review of the documentation, and incorporate those changes into the construction documentation. These reviews are for the purpose of completeness, clarity, consistency, cost versus budget analysis, code compliance, general "constructability", and consultant coordination. Upon receiving plan check comments from both the City and the City's project team, RRM will respond to both City project team and plan check comments and resubmit for building permit issuance. The plans incorporating City and project team's plan check comments shall be considered the 100% plan set and shall be the basis for construction of the project. RRM will prepare the contract documents for bid packages as directed by the City of San Juan Capistrano. Deliverables: Complete building and site improvement construction drawings Complete project specifications Complete equipment and material cut sheets Engineering calculations and Title 24 energy documentation Final Opinion of Probable Cost update at 90% completion of construction documentation Updated Project Schedule rrmc igroup own Approach PHASE III: Construction Support And Contract Administration TASK D: Construction Support Services Task DA: Project Bidding / Bid Support Services During the bidding process, responding to contractors questions with speed and accuracy are crucial to in receiving a successful bid which results in a clear contract between the City of San Juan Capistrano and the lowest responsive bidder. With most disciplines in- house and local, RRM is set to respond quickly to contractor requests as well as client initiated revisions to the bid documents. During bid review and negotiations, the itemized 90% opinion of cost estimate report will serve as an excellent .guideline for adjustment of the contract scope and amount. RRM will assist in the preparation of the bid documents and assist the City of San Juan Capistrano in the preparation and award of the construction contract(s). Deliverables: • Assist the City of San Juan Capistrano in developing and implementing a method which results in a list of prequalified General Contractors (if requested) • Coordinate issuance of bid documentation with City staff • Respond to contractors questions during bidding • Assist in the preparation of drawing clarifications and project addenda • Attendance at Pre -Bid Meeting • Review all construction bids • Updated Project Schedule San Juan Capistrano CRAI The Groves at Williams Ranch 21 Approach Task D.2: Construction Administration / Construction Observation At this point, it is being assumed that the City of San Juan Capistrano shall implement the conventional design/bid/build approach to constructing the Groves at Williams Ranch project. This places RRM into the role of fiduciary representative during the balance of the construction. As one of the City's representative in the field during construction, RRM will be an additional set of Owner's eyes and ears in regards to the quality of materials being installed, adherence to the design intent of the construction documents, and arbitrator in regards to construction questions being asked in the field. This is a very crucial role, and one that RRM does not take lightly. RRM will have a staff architect who specializes in construction administration performing these critical support services. in order to achieve the desired Green Apartment Plus rating, special attention shall be paid to those aspects of the project that involve monitoring and adherence to the City's green building program. Additionally, RRM's Project Manager shall employ a Testing and Inspection firm that is pre -approved by the City of San Juan Capistrano, for testing of all materials as required in the construction documents. Deliverables: • Attend Pre -Construction Conference • Schedule and attend weekly on-site construction progress meetings • Prepare all meeting agendas • Perform weekly site visits during construction • Record and distribute meeting minutes • Response to RFPs within 10 working days of receipt by the architect • Submittal/shop drawing review within 10 22 San Juan Capistrano CRA I The Groves at Williams Ranch working days of receipt by the architect Review of Construction Project Schedule as submitted by General Contractor Review of Construction Progress Meeting Minutes • Weekly review and approval of Contractor's job site "red -line drawings" • Clarifications/field questions within 10 working days of receipt by the architect • Green Apartment Plus rating documentation • Review and approval of Contractor's Application for Payment • Issue regular construction reports to the City concerning construction progress and quality of work • Issue proposal requests • Review and processing of Change Orders/ Architect's Supplemental Instructions, if necessary • Review and approval of Contractor's work compensation requests • Issuance of Certificate of Substantial Completion • Project Punch List, walk-thru items • Conversion of Contractor's "red -line" drawings to Record 'As -Built" Drawings • Testing and Inspection Reports as provided by the T&I consulting firm Reimbursable Expenses as Incurred Clients shall reimburse RRM Design Group for incidental expenses incurred by RRM Design Group, or any sub consultant it may hire to perform services for the Project, at actual cost plus 10% to cover its overhead and administrative expenses. Reimbursable expenses shall include, but are not limited to, reproduction costs, postage, shipping and handling of drawings and documents, long distance communications, fees paid to authorities having jurisdiction over the Project, the expense of any additional insurance requested by Client in excess of that normally carried by RRM Design Group or its rrm '� , , group Nki crzalmy enrrronmmR peq,le copy" Approach sub consultants, travel expenses (transportation / automobile / lodging / meals), renderings, and models. Reimbursable automobile travel mileage will be billed at the current IRS business standard mileage rate. Photocopies shall be charged at a rate of $,20 per copy. All other types of RRM Design Group reproductions including, but not limited to, blueprinting, process camera, typesetting, printing, and plotting, shall be billed at RRM Design Group's internal price sheet or, in the case of work sent to outside vendors, at the local vendor's current rate plus 10% to cover RRM Design Group overhead and administrative expenses. rrmvu:-. f ngroup �,..ero a P*.O ' San Juan Capistrano CRAI The Groves at Williams Ranch 23 r = m = m Iy d m d m m m m d'N mldi m m mx Flxl, .m xxxxx s:�cr xx s0 nw IoOJI�+o Tryo oymwo mV mOo wm JwOa m4mJwoIJ.m+ lnm b° `Vaom ' IMvlma105vzvo9Ooo0Z ''rm m h9�Im'd2a n wmvS p.h 2 ^0 '. �Im 3of IOc 33 NjO �m 2m m S Oc of rT Wlz a,0 DmJ n J W m a�'wI W Io 03 ro-o 9 aIW woCI 2, J m j`J'0 W m i H" `llm. 0,8- »him z 3 M3 Siv E3K 0 m �n m " 0 9nm Uri 3 g "� z m' O O y C NAQ V m AAO A fAJ 0 O OOmI V + VIO, OSI O> ; IT VI m mj Q` l V V mL'�d N dNkld d d Y Y Y Y d YY d Yi1',L Y4 d Y Yld Y ''`` c c � K c +e �c �e �c •c .c � fK�W � � �c 'G � i� 1 _ 'e �c �c '..c •c I o $ 3 0 10 Is.3 0 3�''� y 03 31g 3� W m mn, n 6 n _. T p 0 0 p p 0 0 0 0 O.'. m m C O O O O O alB. M W-�C�Om mV 2m° .. +��o+o `Ia nm.+lo oIJe OfIA�AA��NN'13NVuY,N w rn.m'W r\`.r\1Cf Nl�tm��'�°'�'II3•�£+i£+'.�N.f�m��G A £ +I -++I++ � OOOO O O O p O OIOOIO O 001010 O O10 OO O111 ISC, c 3 C C C' IS m W c W' C c m C S S T TIS W OW' W W WfOVCN = _•m�mm'VIm 1m '�']. rnI N N1;5 N�+N m NIN mIU N �. N+LN LN X401 O'O OOOp0�00010'OI0100 �O 0 N� � E 8 II g I 1 � o " I 1 k b 3 e Project Team Work Performed From RRM Design Group San Clemente RRM's mission and passion is Creating Environments People 232 Avenida Fabricante Enjoy®. Suite 112 T Keith Gurnee San Clemente, CA 92672 From new communities and revitalized urban areas to parks, P: (949) 361-7950 trails and open space; from civic, public safety, to our own offices; F: (949) 361-7955 our designs and our culture embody sustainability, collaboration, innovation, and execution. Legal Entity 9 California Corporation Our expert team of over 70 Architects, Landscape Architects, Planners, Engineers, and Surveyors are passionate about Federal Tax ID implementing your visions. And with offices in San Luis Obispo, # 95-2923783 Oakland, San Clemente, San Diego, and Oakdale, we build strong 3 relationships between people, places, resources, and public Firm Size agencies, Creating Environments People Enjoy® since 1974. Total staff of 70 Mike Sherrod, ASLA, LEEDAP rrm ;; .::_ group kki <,°•"^a �o'° San Juan Capistrano CRAI The Groves at Williams Ranch 25 Principals of the Firm Personnel by Discipline Victor Montgomery, AIA, NCARB 15 California Licensed T Keith Gurnee Architects John Wilbanks, AICP 2 California Licensed Civil Jeff Ferber, ASLA Engineers Erik P. Justesen, ASLA, LEED AP 9 California Licensed Jerry Michael, PE, LS Landscape Architects Greg Peters 5 Certified Planners Debbie Rudd, AICP, LEEDAP 3 Licensed Surveyors Warren McClung, ASLA 23 LEED®Accredited Mike Sherrod, ASLA, LEEDAP Professionals Tim Walters 6 Architecture Designers Kirk Van Cleave, AIA, NCARB 7 Engineering Designers 24 Planning and UA Designers 2 Survey Technicians 17 Administrative and Secretarial 1 Construction Services 2 Exhibit Designers rrm ;; .::_ group kki <,°•"^a �o'° San Juan Capistrano CRAI The Groves at Williams Ranch 25 Project Team David Chac6n David has been involved in several redevelopment/revitalization "Downtown Building: Need a projects in Southern California and is part of a firm -wide team of Project Role dedicated designers focusing on infill development. His projects Project Manager create architectural improvements that fit into a cohesive vision Hollywood, CA. for the city, town or community in which they are located. His past 14 Years of Experience tenure with ongoing redevelopment agencies and community "Port of Los Angeles Community development improvement projects allows him to 'hit the ground Education running' and ensure timely results. Bachelor of Architecture, David designed an adaptive re -use project that utilized an existing Architecture, California Relate"roject Experi nce Polytechnic State University, Camino Capistrano Site Study, San Juan Capistrano, CA San Luis Obispo, CA David developed the yield studies and preliminary program that was designed into a conceptual site plan containing 30 affordable Affiliations units and amenities tailored to meet tax credit criteria. American Institute of Architects (AIA), Associate Member Oceanside Vision and Strategic Plan, Oceanside, CA Building Institute Association David served as lead designer working with staff, the project team (BIA), Southern California and the community to help foster a vision plan for the project area. Chapter He participated in public workshops which helped to shape the San Pedro Chamber of vision of 288 affordable housing units on 14acres of vacant land Commerce along Mission Avenue. Presentations Cottages at Walnut, Bellflower, CA "Downtown Building: Need a David led the design team in the entitlement and implementation of Little Nip/Tuck?" September 8 single family units on less than an acre site. The solid design and 2008, APA Conference, planning concepts led the City to retain the RRM team to author Hollywood, CA. the City wide design, guidelines for small lot and design incentive density bonus program in Bellflower. "Port of Los Angeles Community Planning Process," 2002, Bank of San Pedro Lofts, San Pedro, CA Southern California Planning David designed an adaptive re -use project that utilized an existing Congress 1920 bank building and converted it and its adjacent parking lots into a mixed-use project. The project consists of 63 for sale artist loft and penthouse units as well as 6,800 s.f. of commercial space and is seen as a catalyst project for the revitalization of Historic Downtown San Pedro. Bellflower Town Center Plaza, Bellflower, CA David designed a mixed use project working in conjunction with residential and commercial developers for a developer -based RFP process hosted by the City of Bellflower. The design expanded the City's vision for their downtown CORE. 26 San Juan Capistrano CRA I The Groves at Williams Ranch rrm;:. _;`,groupill aes0�g a ironmms pegak enby` Project Team Kirk Van Cleave, AIA, As Principal -in -Charge (PIC), Kirk will assist the Project Manager NCARB and Principal Planner in the entitlement efforts of the project. Kirk will provide QAfQC of all work product, and be responsible for Project Role in-house resource allocation to ensure that all project schedules Principal -in -Charge and goals are met. Kirk's role includes the early establishment of a teaming approach with the various groups related to the project 30 Years of Experience including the governmental agencies having jurisdiction over the project and design team members. Kirk will also support the Education public community meetings where the facility master plan is being Master of Architecture, with presented. Distinction, University of Michigan, Ann Arbor, MI Related Project Experience Bachelor of Science, Beaty Building, Modesto, CA Architecture, University of Working with the City of Modesto's Redevelopment Agency, the Michigan, Ann Arbor, MI historic mid -rise downtown Beaty Building was evaluated for purchase and conversion to affordable housing units. Kirk, as Registrations Project Manager, led the effort to establish dwelling unit yield 1994, Architect, CA No. C25012 studies, investigate features to maximize eligibility for Low Income 1995, Architect, CO No, C4624 Housing Tax Credits and other affordable housing funding sources, 1986, Architect, IL No. 11398 and to establish an overall project budget for the renovation of the 2006, NCARB No. 60720 building. 2009, Architect, WY No, C2464 The Modesto Mews, Modesto, CA Affiliations The Modesto Redevelopment Agency hired RRM Design Group American Institute of Architects to prepare a conceptual design for two new mid -rise buildings (AIA) No. 30110962 to house Senior and affordable housing units in downtown Urban Land Institute (ULI) Modesto. As Project Architect, Kirk produced a design that was National Council of Architectural used to determine yield, tax credit potential, overall project cost Registration Boards (NCARB) and economic feasibility, as well as to help spark a downtown revitalization in the neighborhood in which the project was being Presentations developed. Ultimately, the project was put on hold due to the costs "Cost Estimation as a Design of required underground parking. However, a private developer Tool: A Comparative. Analysis of subsequently picked up the project and has begun further Building Materials, Systems and refinements to the design. Finishes," April 2008, Station Style Conference, Phoenix, AZ El Centro Downtown Revitalization, EI Centro, CA Architect of record for a new downtown revitalization plaza and covered arcade which included fountain, entertainment stage, continuation of the longest covered walkway west of the Mississippi, decorative and marquis lighting. Specific role includes design, production of construction documentation, coordination of all subconsultants and construction administration services. rrm.= " .::group Gkl ...0,g enp,- San Juan Capistrano CRAI The Groves at Williams Ranch 27 Project Team Diane Bathgate, AICP Project Role Planner 24 Years of Experience Education Bachelor of Arts, Environmental Studies and Psychology, University of California, Santa Barbara, CA Graduate Studies, Public Administration, California State University, Long Beach, CA Certifications American Institute of Certified Planners (AICP), Certificate No. 013489 Affiliations American Planning Association (APA) American Institute of Certified Planners (AICP) Association of Environmental Professionals (AEP) OCAPA Executive Advisor Civic/Community Service City of San Juan Capistrano • Mayor (2001-2002) • City Council Member (2000 - 2007) • Planning Commission (1990- 2000) • Design Review Committee (1990-2000) • Chairman, Downtown Visioning Blue Ribbon Committee (2002- 2003) As Project Planner, Diane will bring her wealth of experience in both the public and private sectors to assist with the generation of planning policies and strategies for this project. As the former mayor of San Juan Capistrano, a City Council member for 7 years, and a Planning Commission member for 10 years, Diane uses her strong community ties and civic insight to understand the challenges of your project. With her background in environmental planning, Diane brings enhanced project strategies and efficiencies to our clients by keeping CEQA compliance in mind early on within RRM's projects. Related Project Experience • Oceanside Vision and Strategic Plan, Oceanside, CA • SJC Hisotric Town Center Master Plan Update, San Juan Capistrano, CA • San Juan Capistrano University Master Plan, San Juan Capistrano, CA • Serra Village, San Juan Capistrano, CA • Platinum Gateway Mixed -Use Development, Anaheim, CA • Yorba Linda Affordable Housing Studies, Yorba Linda, CA • Agoura Village Specific Plan, Agoura Hills, CA • Anaheim Staff Support Services, Anaheim, CA • Buellton Community Design Guidelines, Buellton, CA • Calabasas General Plan Update, Calabasas, CA • Camino Capistrano Site Study, San Juan Capistrano, CA • Chula Vista Urban Core Specific Plan and Design Guidelines, Chula Vista, CA • Dalidio Ranch, San Luis Obispo, CA • Endevco Property Redevelopment, San Juan Capistrano, CA • Estrella de Oro Mobile Home Park, Vista, CA • Gilroy Downtown Visioning Charrette, Specific Plan, and Design Guidelines, Gilroy, CA • Huntington Park Downtown Specific Plan, Huntington Park, CA • Southwest Fillmore Business Park Master Plan, Fillmore, CA • Stanton Livable Beach Boulevard Mobility Plan, Stanton, CA • Temecula Citywide Design Guidelines, Temecula, CA • Temple City Infill Residential Design Guidelines, Temple City, CA • Yorba Linda Town Center Specific Plan, Yorba Linda, CA 28 San Juan Capistrano CRA I The Groves at Williams Ranch cr<atin9 enNrem,enb people enley` Project Team Jerry Michael, PE, LS Jerry brings 30 years of experience related to the engineering Principal industry designing residential utility plans, drainage studies, grading plans, tentative maps, and tract maps. Jerry will be Project Role responsible for overseeing the production and quality of the Civil Engineer/ products being submitted. Survey Manager Related Project Experience 30 Years of Experience • Avila Beach Front Street Enhancement Plan, Avila Beach, CA • Calabasas Old Town Improvements Project, Calabasas, CA Education • Camarillo Commons Strategic Plan, Camarillo, CA Bachelor of Science, Civil • EI Centro Downtown Revitalization, EI Centro, CA Engineering, Clarkson • Grover Mixed Use, Grover Beach, CA University, Potsdam, NY • Hermosa Beach Pier Avenue Street Improvements, Hermosa Beach, CA Registrations • Higuera Street Mixed Use, San Luis Obispo, CA 1983, Civil Engineer, CA No. • Huntington Beach Downtown Specific Plan, Huntington Beach, 36895 CA 1990, Land Surveyor, CA No. • Lincoln East Specific Plan, Yuba City, CA LS6276 • Lincoln Village One Specific Plan, Lincoln, CA 1999, Civil Engineer, AZ No. • Marigold Shopping Center, San Luis Obispo, CA 34249 • Marina Downtown Specific Plan, Marina, CA 1987, Land Surveyor, AZ No. • Morro Bay Blvd. Mixed -Use, Morro Bay, CA 21077 • Moss Landing Mercado, Moss Landing, CA 2003, Civil Engineer, HI No. PE- • Panorama City Streetscape, Los Angeles, CA 10995 • Port of Long Beach Recreational Path, Long Beach, CA. • Roberts Road Property Riverside County, , CA Affiliations • Rolling Hills Estates Urban and Streetscape Concept Plan, American Council of Rolling Hills Estates, CA Engineering Companies (ACEC) • Salinas Airport Commercial Development, Salinas, CA of California, Vice President • Salinas East Market Street Streetscape, Salinas, CA American Public Works • San Juan Capistrano Bus Bench Shelters, San Juan Capistrano, Association (APWA) CA American Water Works • Seaside Garden Cottages, Avila Beach, CA Association (AWWA) • Stanton Livable Beach Boulevard Mobility Plan, Stanton, CA California Land Surveyors • Stratford City Renovation, Stratford, CA Association (CLSA) • Venice Beach Oceanfront Walk, Venice Beach, CA Home Builders Association • Yerba Buena Storm Drain Feasibility Study, Santa Margarita, CA (HBA) • Zimmerman Village Center, Santa Maria, CA American Society of Civil Engineers (ASCE) SLO County Builders Exchange : group «eamy m. Mena,p W enjoy San Juan Capistrano CRAt The Groves at Williams Ranch 29 Project Team Brian A. Hannegan Brian demonstrates a comprehensive understanding of all phases of planning, design and construction. Brian's ability to translate Project Role clients' ideas into design concepts, coordinate consultant input Landscape Designer and communicate with the project team brings clarity to the design process. Brian's 18 years of project experience including 18 Years of Experience landscape architecture, urban design, streetscape enhancement, pedestrian crossings, historic restoration, and environmental Education planning will add value to this project. Bachelor of Science, Landscape Architecture, California Related Project Experience Polytechnic State University, • Anaheim Staff Support Services, Anaheim, CA San Luis Obispo, CA • Avalon Community Center/Daycare Facility, Avalon, CA • Blythe Downtown Design Guidelines, Blythe, CA Affiliations • Chula Vista Urban Core Specific Plan and Design Guidelines, Trust for Historic Preservation Chula Vista, CA American Society of Landscape • Coastal Trail Access Plan, San Clemente, CA Architecture • Coastal Trail Survey - Riveria, San Clemente, CA • Cottages at Walnut, Bellflower, CA Civic/Community Service • EI Camino Real Streetscape, San Clemente, CA San Clemente. Downtown • A&A Ready Mix View Analysis, Gardena, CA Visioning Committee Leader, • Hermosa Beach Pier Avenue Street Improvements, Hermosa 2005 Beach, CA San Clemente Historic • Huntington Beach Downtown Specific Plan, Huntington Beach, Landmark Taskforce, 2006 - CA Present • Linden Street Homes, Bellflower, CA San Clemente Trolley Taskforce • Maclay Avenue Streetscape Plan, San Fernando, CA Member, 2005 - Present • Orange Depot -Plaza Pedestrian Connection Plan, Orange, CA • Portola Hills Landscape Plan, Irvine, CA • Rolling Hills Estates Urban and Streetscape Concept Plan, Rolling Hills Estates, CA • San Juan Capistrano Bus Bench Shelters, San Juan Capistrano, CA • San Luis Rey River Trail Extension, Oceanside, CA • Santa Clarita LMD Beautification, Santa Clarita, CA • Stanton Livable Beach Boulevard Mobility Plan, Stanton, CA • University Village District Master Plan, Pomona, CA • Whittier Boulevard Specific Plan Improvements, Whittier, CA • Whittier Greenway Trail, Whittier, CA • Yorba Linda Town Center Specific Plan, Yorba Linda, CA 30 San Juan Capistrano CRA I The Groves at Williams Ranch Y ',group <rca<ing erwimnmm�s pecp4 m�oy` Project Team Veloce Partners Firm Overview 10 Hampshire Court Veloce Partners, Inc. provides a range of development and Ladera Ranch, CA 92694 financial advisory services focused on affordable housing: P: (949) 510-6552 • Development Feasibility Analysis F: (949) 388-2158 • Low Income Housing Tax Credit Structuring velocepartners.com • Tax -Exempt Bond Structuring • Tax -Exempt Bond Credit Enhancement Project Role • Tax Credit Syndication Housing Consultant • Project and Loan Underwriting • Financial Restructuring & Loan Workouts • Public Financing Applications • Asset & Project Management Services • Expert Witness Services Selected Clients & Engagements Public Agencies: • County of Los Angeles Community Development Commission & Housing Authority • County of Orange Department of Housing & Community Services City of San Juan Capistrano • City of Los Angeles Housing Department Community Redevelopment Agency of the City of Los Angeles • Santa Barbara County Metropolitan Transit District City of Phoenix Housing Department Non -Profit Developers & Agencies: • LINC Housing Corp. • Pico Union Housing Corp. • Jamboree Housing Corp. • Mercy Housing California • So. California Assoc, of Non -Profit Housing W.O.R.K.S. BRIDGE Housing Corp. • The Development Fund Decro Corporation YWCA of Greater Los Angeles For -Profit Developers & Institutions: • Bank of America Community Housing Development Group Impact Capital LLC • Edison Capital Squier Properties Bentall Residential LLC "group <mM1•. pmentMP Pk mny San Juan Capistrano CRA{ The Groves at Williams Ranch 31 Project Team David C. Nahas Veloce Partners Education University of Southern California, Los Angeles, California (1989) Master of Business Administration, Concentration Corporate Finance, Options: Real Estate and Financial Institutions. California State University Northridge, Northridge, California (1982) Bachelor of Science, Business Administration. Options: Corporate Finance and Real Estate. Publications "Appraising Affordable Multifamily Housing." The Appraisal Journal LXII.3 (July 1994): 455-464 "Lender Consortia: What Makes Them Unique? What Makes Them Popular?" Community Investments, Federal Reserve Bank of San Francisco, IVA (Winter 1992): 6-8 "Leveraging the Low -Income Housing Tax Credits Program." Los Angeles Lawyer XXVI.10 (January 2004): 23-29 David Nahas, President of Veloce Partners, brings a 20 year background in multifamily housing development, affordable housing finance, and tax credit investment. Prior to founding Veloce, David was Vice President — Investment Banking for U.S. Bancorp Piper Jaffray, with responsibility for structuring tax-exempt bond financing transactions on behalf of for-profit and non-profit developers. David previously served as Acquisitions Director for Edison Capital, where he negotiated more than 100 historic and low income housing tax credit investments throughout the country. As Chief Lending Officer for SAMCO, an affordable housing lending consortium comprised of 105 financial institutions, David underwrote and funded loans exceeding $225 million for more than 150 affordable developments. Prior to joining SAMCO, David participated in the oversight of CoastFed Properties, Coast Federal Bank's real estate development subsidiary. He was also a Vice President of Deseret Pacific Mortgage with responsibility for loan origination, asset management, and REO. He earned an MBA from the University of Southern California and is a Certified Public Accountant, Real Estate Broker, and General Building Contractor, 32 San Juan Capistrano CRA I The Groves at Williams Ranch EErw"" rrm :;:: ! ;,group 1pin crcaHng Mvnurmmu pcopk otlor' Project Team Colleen Bathgate, LEED AP Related Project Experience P: (949) 370-0432 colleenbathgate@hotmail.com Fair Oaks Walk, Pomona, CA Sylvan Oaks, Ladera Ranch, CA Acting as the Project Manager Colleen assisted with the design development and construction documents for a community of single family homes, This project was designed with Spanish, Cape Cod, European Cottage and Shingle style elevations in accordance with the design guidelines for this community 2003 Gold Nugget Grand Award Best Single Family Detached Home Compact Lot- 1,700 sq. ft and over - Briar Rose, Ladera Ranch, CA Acting as the Project Manager Colleen assisted in the design for a community of 152 sustainable tuck -under townhomes. This project was designed with craftsman style exterior elevations in accordance with the design guidelines for this community 2005 Gold Nugget Award of Merit rrme r c= group III !" c„arreen" mr°' CP'eenmy San Juan Capistrano CRAI The Groves at Williams Ranch 33 Acting as the Director of Design Colleen led the design for a Project Role mixed-use project that included 34 townhomes and a 2,500 square Multi -Family Housing Consultant foot retail building. This in -fill project was designed with Craftsman style exterior elevations. 16 Years of Experience Foothill Walk, Upland, CA Education Acting as the Director of Design Colleen led the design for a Bachelor of Architecture 1995, community of 72 townhomes and recreation area that included a California State Polytechnic pool dnd restroom building. This infill project was designed with University, Pomona both French and Spanish style exterior elevations. Colleen also oversaw the preparation of the specific plan for this community. Accreditations LEED Accredited Professional Windstar Pointe Resort, Chula Vista, CA Acting as the Director of'Design Colleen led the design for a community of 494 apartment homes. This community also included a 3,000 square foot leasing building, and a 9,000 square foot recreational building. This project was designed with Andalusian style exterior elevations. Colleen also oversaw the revisions to the Sectional Planning Area Plan that were required for this project. Sylvan Oaks, Ladera Ranch, CA Acting as the Project Manager Colleen assisted with the design development and construction documents for a community of single family homes, This project was designed with Spanish, Cape Cod, European Cottage and Shingle style elevations in accordance with the design guidelines for this community 2003 Gold Nugget Grand Award Best Single Family Detached Home Compact Lot- 1,700 sq. ft and over - Briar Rose, Ladera Ranch, CA Acting as the Project Manager Colleen assisted in the design for a community of 152 sustainable tuck -under townhomes. This project was designed with craftsman style exterior elevations in accordance with the design guidelines for this community 2005 Gold Nugget Award of Merit rrme r c= group III !" c„arreen" mr°' CP'eenmy San Juan Capistrano CRAI The Groves at Williams Ranch 33 Project Team Rincon Consultants, Inc. Rincon Consultants, Inc., is a multi -disciplinary environmental 790 East Santa Clara Street sciences, planning, and engineering consulting firm with offices Ventura, California 93001 in Ventura, San Luis Obispo, Carlsbad, and Monterey, California. P: (805) 641-1000 Founded in 1994, Rincon has an established history of serving F: (805) 641-1072 both public and private sector clients. We understand the needs of our clients and possess the insight to apply both proven and Project Role innovative techniques specific to their project's needs. The Environmental Consultant following is a summary of the services Rincon provides: • CEQACompliance •(EIRs, Initial Studies, Mitigation Programs) • NEPA Compliance (Environmental Assessments, EISs) • Phase I and 11 Environmental Site Assessments • Hazardous Waste characterization and remediation • Geological and Seismic studies • General Plans and Elements • Specific Plans, Site Planning, Community Design • Alternative Transportation (Equestrian/Pedestrian/Bicycle planning) • Construction and Mitigation Monitoring • Biological Resource Services (Rare and Endangered Species surveys, Wetland Delineations, Revegetation) • Regulatory Compliance as it pertains to these areas of expertise Rincon is operated by six principals with a professional staff holding years of experience in regulatory compliance; environmental planning; land -use; biological resource evaluation and habitat enhancement; soil evaluation and remediation; and related studies and problem -solving services in geology, hydrogeology, and waste management. Our approach focuses on well-designed solutions that respond to our clients' specific needs in a cost-effective manner. Rincon has received multiple awards for excellence from environmental planning industry organizations, including the American Planning Association and the Association of Environmental Professionals. In addition, our financial strength was recognized in 2004, and again in 2009, by ZwiegWhite, when the nationally recognized A/E!P industry tracking group named us to the Hot 100 Firm list, which recognizes revenue growth over time. In both 2007 and 2009, Rincon was named to the Inc. 5,OOC list of fastest growing companies nationwide. rrm:,; , .i,, ,group 34 San Juan Capistrano CRA I The Groves at Williams Ranch �hu a w �i•Y Stephen M. Svete, AICP President, Planning Services Rincon Consultants, Inc. Education M.A., Architecture and Urban Planning, UCLA Graduate School of Architecture and Urban Planning, Los Angeles B.A., Geography, University of California, Riverside D.E.U.G., Universite Paul Valery, Montpellier, France Registrations American Institute of Certified Planners (#6943) American Planning Association Affiliations Senior Project Management, American Management Association President, Ventura Hillsides Conservancy Project Team Stephen Svete is a founding principal of Rincon Consultants, and has served as the firm's President since 2000. He is one of the Principals -in -Charge of the Planning Services group. In this capacity, he oversees a wide range of urban planning and land use studies, as well as community involvement and environmental analysis work. He has directed successful environmental and planning projects ranging from focused inner city corridor revitalization studies, to citywide general plans, to annexation studies in rural areas throughout California. In recent years, Mr. Svete has developed an expertise in the area of alternative transportation and open space systems. He is a noted planning commentator, and for 11 years served as Contributing Editor to California Planning & Development Report. Mr. Svete regularly lectures on urban planning issues at universities in California. Related Project Experience Urban and Mixed Use Development • Dalidio Annexation/San Luis Marketplace EIR, City of San Luis Obispo • Sony Pictures Studios Comprehensive Plan EIR, City of Culver City • AMGEN Center Specific Plan EIR, City of Thousand Oaks • Hunters Green Golf Course and Development EIR, City of Santa Clarita • Oxnard Redevelopment Project Initial Study, Oxnard Redevelopment Agency California State University Public Facilities and Infrastructure Channel Islands Campus • City of Santa Monica Bicycle Master Plan EIR Planning Committee • City of Ojai Bicycle and Pedestrian Master Plan • Santa Clara River Trail EIR, City of Santa Clarita • VCMC Expansion EIR, County of Ventura Public Works Agency • Channel Island Harbor Public Facilities Plan Amendments, County of Ventura General Services • Agency Specific Plans • California State University Channel Islands Specific Reuse Plan, CSU Office of the Chancellor • Chandler Ranch Specific Plan, City of Paso Robles • Santa Monica Civic Center Specific Plan rrm :-;i:,"group =�A,mNmnm nbnor w San Juan Capistrano CRAI The Groves at Williams Ranch 35 Project Team Urban Crossroads, Inc. Urban Crossroads' staff has provided a wide range of traffic 41 Corporate Park, Suite 300 analysis and design services in response to CEQA/NEPA Irvine, California 92606 requirements throughout California. Services offered by Urban P: (949) 660-1994 Crossroads range from conceptual planning/feasibility studies F: (949) 660-1911 to detailed engineering recommendations. Our team of experts evaluates both existing conditions and the effects of future Project Role development upon infrastructure requirements. To accommodate Traffic Consultant the needs of our clients, Urban Crossroads offers a wide range of traffic engineering and related services, including site plan development and access, traffic calming studies, trip generation studies, traffic impact reports, parking studies and analysis, and traffic mitigation assessments. Urban Crossroads, Inc. has prepared numerous traffic studies and technical reports for projects on the state highway system or otherwise involving the California Department of Transportation. These studies have been used to support Project Reports, Project Study Reports, New Connection Reports, and related studies. Urban Crossroads, Inc. has also performed general plan circulation element / citywide traffic studies for numerous local jurisdictions, recently as part of the project team for the award winning Newport Beach General Plan. Typical activities include evaluation of land use alternatives, circulation system planning, as well as the preparation of goals, policies, and implementation programs. 36 San Juan Capistrano CRA I The Groves at Williams Ranch >V rrmc::=:;;a,group creating aat,onment, na�Vk <npy Project Team Carleton Waters, PE Carleton Waters, P.E. has worked professionally in transportation Urban Crossroads, Inc. engineering and related fields since 1981. He received his Master of Science degree in civil engineering from the University of Areas of Expertise California, Irvine, where he specialized in transportation and urban Travel Demand Modeling systems planning. GIS Integration Corridor & Areawide Studies Mr. Waters has been involved in numerous traffic and air quality Traffic Impact Analyses impact studies during his career, including many different General Plan Circ. Elements residential, commercial, and employment -oriented studies. Types Site Access Studies of analyses completed by Mr. Waters include off-site traffic and Shared Parking Studies air quality impacts, site access features, queuing requirements, Traffic Signal Plans parking needs, construction management, and traffic diversions. Roadway Signing and Striping His experience in performing analyses for unusual land uses and Plans situations include the transport of hazardous materials and the Traffic Control Plans impacts of alternative modes of transport, such as light and heavy rail. Education MS/1986/Civil Eng./UC Irvine Engineering design work is also part of Mr. Waters' professional BS/1981/Civil Eng./UC Irvine history. His relevant experience includes the preparation of intersection improvement and signalization plans, coordinated Registration traffic signal timing plans, roadway signing and striping plans, Civil Engineer, CA #52916 construction detour plans, and construction quantity and cost estimates. Recent corridor study and improvement design study Affiliations efforts include the Monterey Avenue corridor in the City of Rancho Institute of Transportation Mirage and the Alessandro Boulevard corridor in the City of Engineers Moreno Valley. American Planning Association Orange County Transportation Mr. Waters has also been involved in various interchange design Engineers Council and grade separation projects, including the 1-15 Freeway / SR - Prof. Accomplishments 74 interchange in the City of Lake Elsinore and the Glen Helen Board of Southwest Region Parkway grade separation project in the County of San Bernardino. Transportation Model User Mr. Waters' has provided traffic engineering services on an "as - Group needed" or -'on-call basis to various jurisdictions. Representative jurisdictions include the Town of Apple Valley, the City of Coachella, the City of Moreno Valley, and the City of Hemet. Mr. Waters also played a key role in updating the model structure which is being used to analyze subregional transportation issues in the urbanized portions of Riverside and San Bernardino Counties. This model has been used as the basis for General Plan update studies in the City of San Jacinto, the City of Lake Elsinore, the City of Beaumont, and the City of Banning. rrm<i: _s :,group ill A" <"Aa y� ole error San Juan Capistrano CRAI The Groves at Williams Ranch 37 Project Team Sam M. Ali, PE, LEED AP Project Role Project Entitlement/ Civil Engineering Education Masters of Science,1991, Water Resources, California State University, Long Beach Bachelor of Science, 1980, Civil Engineering, California State University, Long Beach Registrations Civil Engineer, California Lic. No. #36050, 1983 LEED Accredited Professional Affiliations Chairman of the Sustainability Committee, American Society of Civil Engineers (ASCE) Past President and Current Member of the Steering Committee UCI Civil and Environmental Engineering Affiliates Past Chairman and current member of the Continuing Education Committee, American Society of Civil Engineers Mr. Ali is a highly skilled professional civil engineer with extensive experience in the design and management of privately and publicly funded projects throughout Southern California. His diversified project experience includes due diligence/ feasibility studies, master plan engineering, public infrastructure, residential mix use, apartments and townhomes projects. In managing his projects, Mr. Ali applied innovative and proactive approaches to meet project schedules, cut costs and improve quality. He is well known in the engineering industry for his experience in sustainability. He managed several LEED certified projects, provided training in Green Design and lectured at professional organizations and universities on the subject. He has established a track record of consistently exceeding client expectations. Related Project Experience Arroyo Trabuco Golf Course And Club House, City of Mission Viejo/ City of San Juan Capistrano Project manager in charge of preparing and processing full civil engineering documents through the City of Mission Viejo and the City of San Juan Capistrano. The scope included preparing rough grading, precise grading, sewer, water, street improvements, WQMP, SWPPP plans. The scope also included conducting hydrology and hydraulic studies for Trabuco Creek to delineate flood limit, construction cost estimate, bid assistance and construction administration. The scope included the design of BMP's for storm water treatment and retention to avoid enviromental impact on Trabuco Creek. UCI Palo Verde.Housing Phase II, Irvine, CA (Gold LEED Certified): Sam Ali PE, LEED-AP was the Project Manager for schematic design and design development for the Palo Verde Housing expansion project (two and three story cluster buildings, 442 units). The scope includes preparation of grading, storm drain, sewer, water, and street plans, and coordination of power, gas, telephone, and cable design. The scope also includes extending California Avenue and Palo Verde Road and preparing hydrology and hydraulic studies. Bordering the project is a riparian corridor that will be used to enhance storm water quality and flood water detention. 38 San Juan Capistrano CRA I The Groves at Williams Ranch Y rrmf .:; <; :group Gkl crexln9 enWrorvmm� people coley Project Team GEOCON Incorporated Since 1971, Geocon has enjoyed a reputation for excellent client 6960 Flanders Drive service and technical expertise in geotechnical engineering, San Diego, CA 92121-2974 engineering geology, environmental sciences, and materials testing P: (858) 558-6900 and inspection services. With multiple offices in California, Nevada www.geoconinc.com and Oregon, we are well-positioned geographically to serve our clients` needs promptly, efficiently, and cost-effectively. Project Role Geotechnical Engineer Since our beginning, we have worked to cultivate an atmosphere of cooperation and professionalism that translates to superior service for our clients. Many of our client relationships span over 30 years. This is, in part, attributable to the longevity of our employees, from administrative staff to senior management. Our staff understands the importance of easy accessibility and they recognize the value of time to our clients. Our friendly company culture promotes excellent working relationships with our clients, and many have said that we function much like their own employees: a direct extension of their team. Aside from the relationships we share with our clients, we employ a large staff of technically -strong, highly -motivated engineers, geologists, environmental scientists and technicians. Our founders instilled in us the importance of helping our clients save money while still ending up with a high-quality product at the conclusion of the project. While others talk about creativity and innovation, they are a part of our legacy. As part of our clients' team, the success of the project is our foremost objective. We work seamlessly with other consultants to integrate our staff and services with theirs. We have excellent professional relationships with many of the most reputable civil and structural engineering firms, resulting in smooth communication and coordination of disciplines. uea'In9 M"rW, is PMMe MNY` San Juan Capistrano CRAI The Groves at Williams Ranch 39 Project Team Rodney Mikesell Mr. Mikesell has over 16 years of experience in geotechnical GEOCON Incorporated engineering studies for both large- and small-scale residential and commercial/industrial projects. He performs many functions as a Education senior engineer, including project management, overseeing of site Brigham Young University reconnaissance, drilling and other field studies, computer analysis, - Master of Science, and report preparation. Mr. Mikesell performs geotechnical Civil Engineering, 1993 analyses for slope stability, liquefaction, shallow and deep - Bachelor of Science, foundation design, lateral pile design, and pavement design. Civil Engineering, 1993 Relevant Experience Registrations Sagewood Affordable Housing, San Diego, CA Registered Civil Engineer, CA Mr. Mikesell was the project engineer for this affordable housing Registered Geotechnical multi family apartment complex. The project consisted of Engineer, CA constructing 9 two-story apartment buildings, interior driveways, parking lots, and a swimming pool. Mr. Mikesell prepared Professional Organizations geotechnical design reports, provided recommendations American Society of Civil for foundation design and earthwork criteria, and provided Engineers geotechnical project supervision during grading and construction of American Society of Civil the project. Engineers, Construction Group The Plaza Irvine, Irvine, CA American Society of Civil The Plaza Irvine site is an approximately 14 acre property that Engineers, was developed to house 23 multi -family apartment buildings, Geotechnical Engineering three 13 story condominium towers with below grade parking, Division, Officer three 5 -story parking garages, and a retail center. Mr. Mikesell provided geotechnical design and construction recommendations. Mr. Mikesell also provided project management during grading and building construction which included both shallow and deep foundations. Village at Morena Vista, San Diego, CA Mr. Mikesell was the project engineer for the Morena Vista project that included constructing multi -story residential units and commercial buildings. Mr. Mikesell led the geotechnical team that provided design recommendations to mitigate soft compressible and potentially liquefiable soils through the use of stone columns and compaction grouting. Mr. Mikesell also provided project management during grading and construction. 40 San Juan Capistrano CRA I The Groves at Williams Ranch YA- rrm ; .group 11 creating a OW encs pm. k enj >' Project Team Cumming Established in 1996, Cumming is a leader in providing project 25 Enterprise, Suite 590 control services, including cost and project management, planning Aliso Viejo, CA 92656 and scheduling, and litigation support. In fact, Cumming's 250 P: (949) 900-0440 expert professionals — located in 17 offices across the United F: (949) 900-0450 States, as well as in Abu Dhabi - have provided these and other related services to clients in more than 25 countries around the Project Role world. Cost Estimation Throughout its history, the company has remained focused on one goal: to assist its clients in managing the critical issues of time and cost from conception through closeout. The ability to proactively resolve complex issues is and always has been central to the success of our clients. Foremost, Cumming provides unsurpassed services that enable you to achieve extraordinary results. With an understanding of your goals and expectations, a suite of solution - oriented services are provided to meet your unique needs. Our cost management group is one of the largest providers of cost estimating and management services in the U.S. Additionally, our strength and capabilities in providing project management services is evidenced by our ranking among the nation's top project and construction management firms. In 2009, Cumming ranked number 30 on Engineering News -Record's listing of the Top 100 CM -for - Fee Firms in the country. Project experience includes the completion of more than 5,000 assignments in support of architects, engineers, owners, and others. Specifically, Cumming has completed more than 300 projects for city- and county -operated facilities. rrm li . _ . igroup " a"^g San Juan Capistrano CRAI The Groves at Williams Ranch 41 Project Team Ashok K. Patel, MRICS Ashok joined Cumming in January 2005 with more than 20 years Director, Cost Management of experience in the construction industry. He is experienced in all Relevant Experience • Aston Waikiki Timeshare, Waikiki, HI • Brooks College, Residence Halls Seismic Upgrades, Long Beach, CA • CSU Los Angeles, PRC Faculty & Staff Housing, Los Angeles, CA • HGVC Kings Land at Waikoloa Timeshare, Waikoloa, HI • HGVC, Waikikian Timeshare, Honolulu, HI • Hilton Garden Inn, Riverside, CA • Hilton Waikoloa Village Resort, Renovations, Waikoloa, HI • Luxury Residential Developments, UK • Milliken Creek Inn and Spa, North House, Napa, CA • MVCI, Shadow Ridge Timeshare, Phases 1-6, Palm Desert, CA • MVCI, Timberlodge Timeshare, Phases 2 & 3, Lake Tahoe, CA • National,Harbor Hotel and Convention Center, Oxan Hill, MD • Pomona College, N. Campus Residence Hall/Parking Garage, Claremont, CA • Pomona College, Norton/Clark III Residence Hall Renovations, Claremont, CA • Reunion Grande Hotel, Cost Model, Orlando, FL • Sheraton Desert Cove, Palm Desert, CA • The Cairns Townhomes at Northstar, Truckee, CA • Trump International Hotel/Tower, Las Vegas, NV • UC Riverside, Chancellor's Residence Suite Remodel, Riverside, CA • Vicksburg Casino Resort, Vicksburg, MS rrm '._ (group 01 42 San Juan Capistrano CRA I The Groves at Williams Ranch aspects of the civil, structural, and architectural disciplines. Education Bachelor of Science, Ashok's responsibilities include all phases of estimates, quality Quantity Surveying, control/quality assurance (QA/QC), and value engineering. He Greenwich University, London is involved with projects from the master plan stage through occupancy. Certification Certification: Member, Royal He has provided cost management services, including change Institution of Chartered order analysis negotiations, on projects ranging in value up to Surveyors (MRICS) $1 billion. Ashok has experience in the healthcare, educational, commercial office, industrial, public works, restaurants, government, retail, entertainment, and hospitality sectors. Relevant Experience • Aston Waikiki Timeshare, Waikiki, HI • Brooks College, Residence Halls Seismic Upgrades, Long Beach, CA • CSU Los Angeles, PRC Faculty & Staff Housing, Los Angeles, CA • HGVC Kings Land at Waikoloa Timeshare, Waikoloa, HI • HGVC, Waikikian Timeshare, Honolulu, HI • Hilton Garden Inn, Riverside, CA • Hilton Waikoloa Village Resort, Renovations, Waikoloa, HI • Luxury Residential Developments, UK • Milliken Creek Inn and Spa, North House, Napa, CA • MVCI, Shadow Ridge Timeshare, Phases 1-6, Palm Desert, CA • MVCI, Timberlodge Timeshare, Phases 2 & 3, Lake Tahoe, CA • National,Harbor Hotel and Convention Center, Oxan Hill, MD • Pomona College, N. Campus Residence Hall/Parking Garage, Claremont, CA • Pomona College, Norton/Clark III Residence Hall Renovations, Claremont, CA • Reunion Grande Hotel, Cost Model, Orlando, FL • Sheraton Desert Cove, Palm Desert, CA • The Cairns Townhomes at Northstar, Truckee, CA • Trump International Hotel/Tower, Las Vegas, NV • UC Riverside, Chancellor's Residence Suite Remodel, Riverside, CA • Vicksburg Casino Resort, Vicksburg, MS rrm '._ (group 01 42 San Juan Capistrano CRA I The Groves at Williams Ranch Project Team TMAD TAYLOR & GAINES TMAD TAYLOR & GAINES is a full service structural, mechanical, 800 N. Ferrari Lane, Suite 100 electrical and civil consulting engineering firm. Established in 1955, Ontario, CA 91764 we now have 7 offices in Anaheim, Pasadena, Inland Empire, San Phone: (909) 477-6915 Diego, San Francisco, Thousand Oaks and Phoenix. Fax:(909) 477-6916 TMAD TAYLOR & GAINES has a total staff of over three hundred Project Role (300), including technical professionals and administrative staff. MEP Engineering There are a total of fifty-eight (58) registered engineers on TMAD TAYLOR & GAINES' staff. Tax I.D. Number: 95-2222193 Business Type: California Corporation License #00575-L Type of Ownership: Minority Business Enterprise MTA Certified #1852 County of LA Certified #15451 Dun & Bradstreet Report #: 06-448-1138 Insurance Coverage: Professional Liability General Liability Workers Compensation Auto Liability Contact Person: Kerry Parker, LEED AP Principal -In -Charge Phone: (909) 477-6915 Fax:(909) 477-6916 Mobile: (951) 317-7146 Email: kparker@tmadtg.com rrm group rrtatln9 enNronmmh OroPk enpy' With full structural, mechanical, electrical and civil engineering services in-house, we have an experienced and cohesive team of engineers, designers and draftspersons all committed to providing personalized and quality engineering services. We offer a variety of engineering services ranging from the design of mechanical, electrical, plumbing, fire protection, structural and civil systems to the study and implementation of cogeneration, thermal energy storage, photovoltaic, air conditioning, and daylighting systems for health care, educational, government, commercial, and industrial facilities. In the last 50 years, we have designed numerous HVAC retrofit projects. Utilizing our team of highly qualified engineers supported by a Computer Aided Design and Drafting (CADD) system, along with our broad experience in field observation, our client is assured of a project that will be completed promptly and cost-effectively. In more than 50 years as a consulting engineering firm, we have acquired experience from a vast array of projects, numbering more than 30,000 with an aggregate construction cost of over $30 billion of mechanical and electrical systems. It is this experience, together with an uncompromising dedication to serving clients through superior engineering that sets us apart. k San Juan Capistrano -CRAI The Groves at Williams Ranch 43 Project Team Timothy M. Edmondson Education 1989 - Electrical Engineering/ Theological Studies University of Tulsa Tulsa, Ok. 1981 — B.A. Graphic Design Southern California Regional Occupation Center Electrical Design Engineer. Mr. Edmondson has over 25 years experience in the consulting engineering marketplace, with projects ranging from public and private education, commercial, healthcare, industrial, military, aviation and government facilities. His responsibilities encompass all aspects of electrical engineering and design, including project management, cost estimating, construction administration, specification development and value engineering services.Mr. Edmondson specializes in the development of medium voltage distribution and emergency power systems as well as lighting, low voltage signal, telecommunications, Data and Multi -media network design solutions. He is knowledgeable in Green Building Design and LEED accredited project development. Related Project Experience Cimarron Heights Workforce Housing, Cimarron Heights, CA Four (4) two story buildings consisting of 2 buildings with 18 units (18,080 SF); 2 buildings with 18 units (19,600 SF); 1 building with 10 units (9,200 SF); Leasing office 1,565 SF; Laundry Bldg. 455 SF; Community Center 6,920 SF & Maintenance building 760 SF Cathedral Family Affordable Housing, River Canyon, CA Total of 60 units (59,850 SF) with Leasing/ Laundry Building, Community Center, Maintenance Building, Carport Structures and site work containing leasing office, community center, parking, a common pool, restrooms building, recreation area, picnic areas, and children playground area. Tustin & EI Toro Marine Corps Housing, Tustin & EI Toro, CA San Diego State University Student Housing, San Diego, CA 44 San Juan Capistrano CRA I The Groves at Williams Ranch r rrm. ;, ,, r,group ffl areating mHronn,mv people mpy' Project Team Option -One Option -One is a structural consulting firm specializing in the design 2755 Bristol Street, Suite 100 of Costa Mesa, CA 92626 P: (714) 556-1916 • Single -Family Production Housing and Custom Homes F: (714) 556-1952 • Multi -Family and Cluster Residential Buildings E: info@>option-1.com • Apartment Buildings and Senior Citizen Housing • Low -Rise Commercial, Industrial, and Office Facilities Project Role • Mat Post -Tension Foundation System Stuctural Engineering • Thin Post -Tension Foundation System • Structural Site Observation • Seismic Retrofit and Rehabilitation • Peer Review • Value Engineering • Forensic and Expert Witness Our Mission Through the use of practical and thoughtful designs, we provide our clients with structural solutions, which facilitate construction and optimize the use of available building materials while minimizing framing and foundation costs. Communication and coordination between the trade partners is essential in providing a smooth transition from conceptual design to construction. Our firm promotes the use of value engineering meetings where each trade is able to review our design and provide input into how their systems are integrated into the overall concept in order to save time and money when the project progresses to the construction phase. pipi rrm > ;;';,group l <n,aoy P'Pb'np" San Juan Capistrano CRAB The Groves at Williams Ranch 45 Project Team Gary A. McClanahan, PE Registrations California 042553 Arizona 36756 Utah 6771507-2202 Washington 34084 Affiliations ACI American Concrete Institute ICC International Code Council PTI Post -Tension Institute ASCE American Society of Engineers SEAOC Structural Engineers Association of California A professional engineer licensed in California since 1987, Gary A. McClanahan received his B.S. degree from Purdue University in Civil Engineering in 1980. He is well versed in the design of residential and low-rise commercial structures, structural observation of new construction and structural assessment of existing structures. He also evaluated low-rise structures for the State of California Office of Emergency Services in the aftermath of the 1994 Northridge Earthquake. Click Gary's photo to download his r6sume. Click his name in this paragraph to contact him via email. 46 San Juan Capistrano CRA I The Groves at Williams Ranch Y- rrm' ; > :::,group hkl areaunn enrronmm�e ceow..�wr• Project Team rrmc : ;;, ,group ill r <n.unq m.+rm:me�ss r ,k San Juan Capistrano CRA I The Groves at Williams Ranch 47 aav ylt s�elcwn,�wx,n 'iYA N'91'AY'Y 1,: G>:nrrt:l'sy h4ercx PSia'u^ aveYF� 1?^v. CpNI Spaar �i1H"+"J 'vllnKt%QRS '{ 5YCI4'S ffY`: f;r Referenced Projects Client: Oceanside Vision and Strategic Plan City of Oceanside Dave Manley, Neighborhood Services Division Manager 300 North Coast Highway Oceanside, CA 92054 P: (760) 435-3963 E: dmanley@ci.oceanside.ca.us Project Size: 14 acres Year of Completion: Completed on Time and Within Budget? Yes Project Team: David Chacon, Project Manager Diane Bathgate, AICP Erik P. Justesen, ASLA, LEED AP Jami Williams aeennq mvvonmemt peoak eryoy` Oceanside, CA RRM Design Group was retained by the City of Oceanside to prepare a Vision and Strategic Plan for a 14 -acre, city -owned site along Mission Avenue. The developed vision provides for affordable family rental housing, special needs housing, and mixed-use/market rate housing development with a commercial retail component. Through successful community outreach with the surrounding neighborhoods, several alternatives were evaluated and a consensus was reached for a preferred concept. A companion economic analysis and implementation strategy ensured feasibility and optimal tax credit financing of the proposed concepts. The resulting design emphasized a cohesive sense of neighborhood, and development guidelines addressed design quality, sustainability and universal access. San Juan Capistrano CRAI The Groves at Williams Ranch 48 Referenced Projects Client: Mesa Verde Development Paul Feilberg 19 Spectrum Point Drive Suite 6008 Lake Forest, CA 92630 P:(949)581-1567 Project Size: 1 Acre Year of Completion: 2004 Completed on Time and Within Budget? Yes Project Team: David Chacon, Project Manager Brian Hannegan rrm <t ; ,.,group crta(m9 ervirenmmh peopk onlay` Cottages at Walnut Lake Forest, CA Faced with the challenge of architecturally blending a new neighborhood within an established neighborhood, RRM Design Group created a pilot infill project for the City of Bellflower. Fusing innovative, collaborative site planning with architectural detailing, the RRM team designed a gated community consisting of 8 detached single family homes, borrowing architectural styles found throughout the existing neighborhood and integrating a cottage - style architectural theme with a vivid color scheme. The final design produced a spacious community atmosphere, despite a density of 8.8 homes per acre. !" San Juan Capistrano CRAI The Groves at Williams Ranch 49 Referenced Projects Client: Platinum Gateway Mixed -Use Development PRS Group Phillip Schwartze, Owner 31872 San Juan Creek Rd. San Juan Capistrano, CA 92675 P: (949) 240-1322 E: phillip@prsgrp.biz Project Size: 8.9 Acres Year of Completion: In progress Completed on Time and Within Budget? Yes Project Team: Diane Bathgate, AICP, Project Manager Patrick Blote Tim Walters rrm: group ffi aealiny emAmnmenu pedPk enpy' Anaheim, CA RRM Design Group provided architecture, planning, landscape architecture, and civil engineering services for this master -planned mixed-use urban redevelopment project in Anaheim, CA. The 8.9 acre site includes a 12 -floor, 208,300 sf office building; a 5 floor, 130 guest room hotel; 4,500 sf of multi -tenant retail space; and 312 residential units with private underground parking. To unite the buildings and create relaxing spaces for residents and consumers alike, landscaped courtyards for residents, urban landscaping for streetfront plazas, and internal pedestrian pathways are incorporated into the design. The prominent site location will become a well defined gateway to the City redevelopment area, by replacing an aging industrial warehouse with lively, contemporary architectural styles. 4' San Juan Capistrano CRAI The Groves at Williams Ranch 50 Referenced Projects Client: Pacific Harbor Homes Larry Persons 2259 Ward Avenue, Suite 200 Simi Valley, CA 93065 P:(805)577-6222 E: larry. persons@pacharbor. com Project Size: 84,OOOsf Year of Completion: 2006 Completed on Time and Within Budget? Yes Cortina d' Arroyo Grande Senior Apartments Arroyo Grande, CA Cortina d' Arroyo Grande Senior Apartments, Arroyo Grande, CA RRM Design Group provided the planning, architecture, civil engineering, landscape architecture, survey, and construction support for the Cortina d' Arroyo Grande Senior Apartments located in Arroyo Grande, CA. The 108 unit, multi -story building takes advantage of ocean views for upper living units and includes an exterior common space, promoting a sense of community for its senior housing tenants. Crafted with a Mediterranean style tile roof, the architectural theme includes wrought iron railings and arched openings for doors and windows. Awards Project Team: NAHB AR/BARS/50+ Housing Council, Multifamily Housing, Patrick Slote, Project Manager Common Area Interior Design, Income Qualified Rental, Gold Carmen Trudell, LEED AP Achievement Award, 2007 rrm. _ ;;;;.:group III < ,e. kenjoy° NAHB AR/BAAS/50+ Housing Council, Multifamily Housing, Income Qualified Rental, Overall, Gold Achievement Award, 2007 San Juan Capistrano CRA I The Groves at Williams Ranch 51 Referenced Projects Client: Habitat for Humanity Penny Rappa, Executive Director P.O. Box 613 San Luis Obispo, CA 93406 P: (805) 782-0687 Project Size: 5,000sf Year of Completion: In Progress Completed on Time and Within Budget? Pro-bono Project Team: Jeff Dillon, AIA, Project Manager Erik P Justesen, LEED AP, Principal -in -Charge rrm, , :,.group 01 aeatln,� mvimnme,¢, I�MPk MIRY Habitat for Humanity -Phillips Lane San Luis Obispo, CA RRM Design Group volunteered to assist HFH in getting their first project in the City of San Luis Obispo built. The Project consists of two single family homes on a 5,000 square foot lot. To that end, RRM prepare all preliminary design plans and represented HFH to the City Planning Commission and City Council to win a unanimous approval for zoning and use permits and allocation of critical Housing Trust Fund support to help finance the project. RRM went on to prepare all architecture, landscape architecture, and civil engineering construction documents and specifications for the project. The project is set for construction in February of 2010. San Juan Capistrano CRAI The Groves at Williams Ranch- 52 Referenced Projects Client: Yorba Linda Affordable Housing Studies City of Yorba Linda Yorba Linda, CA Pamela Stoker, RRM Design Group was retained by the City of Yorba Linda to Redevelopment Specialist prepare affordable housing conceptual site plans for two potential PO Box 87014 sites including Site #5 Old Canal Road Annex (Savi Ranch) for Yorba Linda, CA 92885 30 du/ac on 3.2 acres and Site #7 Lakeview/Strawberry Field for a E: pstoker@yorba-linda.org mix of densities including 20 du/ac and 10 du/ac. The conceptual E: davisl@san-clemente.org site plans were developed to help determine potential project yield Project Size: as well as support Housing Element community outreach and 1st Site: 4.7 Acres/ 71 Units review and approval the Department of Housing and Community 2nd Site 2.8Acres/80 Units Development. Year of Completion: Not Built/Study Only Completed on Time and Within Budget? N/A Project Team: Jami Williams, Project Manager Diane Bathgate, AICP Erik P. Justesen, ASLA, LEED AP Scott Martin, LEED AP Client: San Clemente Affordable Housing Concept Plan City of San Clemente San Clemente, CA Leslie Davis, Senior Housing RRM Design Group was retained by the City of San Clemente Coordinator to develop a multi -family, rental affordable housing concept for a 910 Calle Negocio, Suite 100 parcel located at 902 N. EI Camino Real. Two alternative concepts San Clemente, CA 92673 of approximately 25 du/ac were developed to help illustrate the P: (949) 361-6188 potential for conversion of the commercially zoned property for E: davisl@san-clemente.org affordable housing uses. The design incorporated a mixture of studio, one- and two-bedroom units on a very constrained 12,00.0 Project Size: 12,OOOsf square foot site. Year of Completion: Not Built/Study OnlyCompleted on Time and Within Budget? N/A Project Team: Jeff Dillon, AIA, Project Manager Stacey White, AIA, LEED AP Principal -in -Charge Illrrm.='i`group ffl Y ,f^ok<nii^r' - San Juan Capistrano CRAI The Groves at Williams Ranch 53 Veloce Partners Long Beach Portfolio 13 Scattered Sites Long Beach, CA 10 Hampshire Court Ladera Ranch, CA 92694 The 320 unit Long Beach Portfolio includes 11 family and 2 senior P: (949) 510-6552 apartment complexes located in various communities within the F: (949) 388-2158 City of Long Beach. The properties were acquired and thoroughly velocepartners.com rehabilitated between 2004 and 2008. Project Role Affordability & Unit Mix: Housing Consultant Studio: 5 2 Bedroom: 178 1 Bedroom: 128 3 Bedroom: 9 Initial unit rents ranged from $633 to $1069 per month, affordable to households earning between 50% and 60% of area median income. Financial Plan & Partners: The property was financed with the assistance of the City of Long Beach and the Federal low income housing tax credit program using tax-exempt bond financing. Centerline Capital Group $ 15,236,000 City of Long Beach $ 14,360,000 LIHTC Equity $ 10,800,000 Total Development Cost: $ 45,800,000 Development Team: The property was developed through a joint venture between Veloce Partners Inc. and non-profit Decro Corporation. Completion Date: December 2008 Reference: Robin Grainger City of Long Beach Neighborhood Services Bureau 444 W. Ocean Blvd., #1700 Long Beach, CA 90802 P: (562) 570-6373 rm., �: r group IN ".V,m»roomemvvawkeryny San Juan Capistrano CRAI The Groves at Williams Ranch 54 Referenced Projects Veloce Partners Orion Gardens 10 Hampshire Court 8955 N. Orion Ave. Ladera Ranch, CA 92694 North Hills, CA 91343 P: (949) 510-6552 F: (949) 388-2158 Description: velocepartners.com Orion Gardens is an affordable 32 unit family apartment complex located in the City of Los Angeles' North Hills community. Project Role Affordability & Unit Mix: Housing Consultant 1 Bedroom: 9 2 Bedroom: 12 3 Bedroom: 11 Unit rents range from $469 to $950 per month and are affordable to families earning between 30% and 50% of area median income. Financial Plan & Partners: The property was financed with the assistance of several public agencies and the Federal low income housing tax credit program. US Bank $ 5,700,000 City of Los Angeles HOME $ 3,125,000 Community Redevelopment Agency of the City of Los Angeles $ 2,300,000 LIHTC Equity $ 8,226,000 Total Development Cost: $ 13,700,000 Development Team: The property was developed through a joint venture between Veloce Partners Inc. and non-profit Decro Corporation. ICON CDC provides a range of supportive services to residents of the property. Completion Date: May 2009 Reference: Tim Elliott City of Los Angeles Housing Department 1200 W. 7th St., 8th Floor Los Angeles, CA 90017 213-808-8901 =°"^9•^"�^^^K^a croak a^�^r' San Juan Capistrano CRA I The Groves at Williams Ranch 55 Referenced Projects Colleen Bathgate, LEED AP Fair Oaks Walk, Pomona, CA P: (949) 370-0432 Acting as the Director of Design Colleen led the design for a colleenbathgate@hotmail.com mixed-use project that included 34 townhomes and a 2,500 square foot retail building. This in -fill project was designed with Craftsman Project Role style exterior elevations. Multi -Family Housing Consultant Reference: The Olsen Company Eric Everhart 3010 Old Ranch Parkway, Suite 100 Seal Beach, CA 90740 P: (562) 596-4770 Foothill Walk, Upland, CA Acting as the Director of Design Colleen led the design for a community of 72 townhomes and recreation area that included a pool and restroom building. This infill project was designed with both French and Spanish style exterior elevations. Colleen also oversaw the preparation of the specific plan for this community. Reference: The Olsen Company John Reischl 3010 Old Ranch Parkway, Suite 100 . Seal Beach, CA 90740 P: (562) 596-4770 rrm, group Gil f" <«+w ��� ��++nrovi<n+wr• San Juan Capistrano CRAI The Groves at Williams Ranch 56 Referenced Projects Rincon Consultants, Inc. Environmental Assessments for the Community Development 790 East Santa Clara Street Block Grant Program Ventura, California 93001 Rincon Consultants is currently in the second year of its fourth P: (805) 641-1000 consecutive three-year contract to provide as needed CEQA/ F: (805) 641-1072 NEPA documentation and consulting services to the Los Angeles Community Development Commission (tenth year with this Project Role contract). Rincon has managed the preparation of all NEPA- Environmental Consultant required environmental documentation for projects proposed under the CDBG Program within unincorporated Los Angeles County and 48 cooperating cities within the county during this time frame. Typical projects addressed concerned small- scale housing, commercial, and industrial development, senior centers, recreational facility upgrades, and improvements to public infrastructure. CEQA-required documentation was also prepared for those projects located within the unincorporated area. The environmental assessments followed the U.S. Housing and Urban Development short form methodology, which allowed for rapid assessment of environmental issues and processing of the documents. Under this contract, Rincon also provided on-site staffing for a three and one half month period during the Commissions' recruitment of a new environmental compliance officer. aeafng em�no�mmn nenWe color" In addition, under a separate multi-year contract, Rincon's Environmental Site Assessment Group has directed several Phase I Environmental Site Assessments and provided human health risk assessment and expert review of technical reports for a variety of CDC projects, including those involving reuse of former oil refinery, gas station, mixed use industrial, and chemical factory sites. Client: Los Angeles County Community Development Commission Contact: DeAnn Johnson (323) 890-7064 San Juan Capistrano CRAB The Groves at Williams Ranch 57 Referenced Projects Rincon Consultants, Inc. John Laing Homes Residential Project EIR 790 East Santa Clara Street Rincon prepared an LCP Amendment and EIR for the proposed Ventura, California 93001 conversion of about 17 acres of land designated for Industrial P: (805) 641-1000 use to Residential use. The proposed project involved several F: (805) 641-1072 discretionary actions that would result in the conversion of an existing, partially developed, industrial area into two distinct Project Role residential development projects. These projects included an Environmental Consultant 86 -unit town home project and a 68 -unit single family residential development. Most notably, the project required an amendment to the City's Local Coastal Program, which required approval by the City Council as well as the California Coastal Commission. Other requested entitlements include Planned Development Permits for each site, Tentative Tract Maps for each site, Land Use and Zoning Map boundary changes, and land use designation, text, and map changes to the City's adopted Local Coastal Program. Key issues involved availability of additional industrial land to support current and projected future activities at the Port of Hueneme, traffic and circulation, hazardous materials related to past industrial uses, and land use compatibility associated with nearby industrial uses and the Ventura County Railroad line, that bisected the two proposed developments. Client: City of Port Hueneme Contact: Greg Brown (805) 986-6553 rrm,- . ,,,i group IN � ,rc.G,, no^* ^r' San Juan Capistrano CRAI The Groves at Williams Ranch 58 Referenced Projects Urban Crossroads, Inc. Burris Basin Park Mitigated Negative Declaration 41 Corporate Park, Suite 300 Transportation Analysis Irvine, California 92606 The purpose of this focused transportation analysis was to P: (949) 660-1994 evaluate the potential traffic impacts of the proposed Burris F: (949) 660-1911 Basin Park to the extent necessary to support preparation of a mitigated negative declaration for the proposed project. The Project Role report demonstrated that the potential project impacts in terms of Traffic Consultant traffic contribution (trip generation), potential impacts to off-site circulation, on-site circulation, parking, safety, and alternative modes of transport were less than significant or could be mitigated to less than significant levels. Client: City of Anaheim Pamela Galera 200 South Anaheim Boulevard. Suite 433 Anaheim, CA 92805 P: (949) 765-463 rrm::: group ^^"^�^^4°^^K .p• .�^ !mr San Juan Capistrano CRAI The Groves at Williams Ranch 59 Referenced Projects Urban Crossroads, Inc. Foothill Boulevard Specific Plan Traffic Impact Analysis 41 Corporate Park, Suite 300 This report, prepared while working cooperatively with RRM Irvine, California 92606 Design Group staff, summarized the traffic impact analysis P: (949) 660-1994 conducted to assess the potential impacts of the proposed Foothill F: (949) 660-1911 Boulevard Specific Plan on the roadway system in the study area. The City of Rialto has begun efforts to improve the three-mile Project Role stretch of Foothill Boulevard (State Highway 66) within the City Traffic Consultant boundaries. As a part of this effort, the City recently incorporated most of the Foothill Boulevard frontage properties into an expanded redevelopment area. The Foothill Boulevard Specific Plan establishes land use regulations and development guidelines for future development along this section of Historic Route 66. The westerly boundary of the Specific Plan is Maple Avenue, which is adjacent to the City of Fontana. The easterly boundary is Pepper Avenue, which is adjacent to the City of San Bernardino. This report included a description of the project in detail and provided a complete description of existing and projected traffic conditions within the study area. The effects of redevelopment on study area traffic conditions was a part of the overall work effort. It also documented traffic calming measures (such as road closures and alternate route improvements) suggested for the corridor. Client: City of Rialto Donn Montag 150 South Palm Rialto, CA 92376 P: (909) 421-7218 Own rrm:, ; :: ;group IN k �a^v,nw,u^mm!:'_rA. "r San Juan Capistrano CRAI The Groves at Williams Ranch 60 Referenced Projects Sam M. Ali, PE, LEED AP UCI Palo Verde Housing Phase II, Irvine, CA (Gold LEED Certified): Project Role Sam Ali PE, LEED-AP was the Project Manager for schematic Project Entitlement/ design and design development for the Palo Verde Housing Civil Engineering expansion project (two and three story cluster buildings, 442 units). The scope includes preparation of grading, storm drain, sewer, water, and street plans, and coordination of power, gas, telephone, and cable design. The scope also includes extending California Avenue and Palo Verde Road and preparing hydrology and hydraulic studies. Bordering the project is a riparian corridor that will be used to enhance storm water quality and flood water detention. Project Size: 15 acres Year of Completion: 2004 Client's Reference: Gary Penman, Project Architect 1900 Main Street, 8th Floor Irvine CA 92614 P: (949) 809-3388 E: gpenman@mve-architects.com Was the project delivered within the originally approved budget and on schedule? Yes rrrri-! group ^^•"^s•^.im^m•^v �rok.rom San Juan Capistrano CRAB The Groves at Williams Ranch 61 Referenced Projects Sam M. Ali, PE, LEED AP Arroyo Trabuco Golf Course And Club House, City of Mission Viejo/ City of San Juan Capistrano Project Role Project manager in charge of preparing and processing full Project Entitlement/ civil engineering documents through the City of Mission Viejo Civil Engineering and the City of San Juan Capistrano. The scope included preparing rough grading, precise grading, sewer, water, street improvements, WQMP, SWPPP plans. The scope also included conducting hydrology and hydraulic studies for Trabuco Creek to delineate flood limit, construction cost estimate, bid assistance and construction administration. The scope included the design of BMP's for storm water treatment and retention to avoid enviromental impact on Trabuco Creek. Project Size: 250 Acres Year of Completion: 2005 Client's Reference: Jeremy Laster, Project Manager Rancho Mission Viejo 28811 Ortega Highway P.O. Box 9 San Juan Capistrano CA 92693 P: (949) 240-3363 - E: jlaster@ranchomv.com Was the project delivered within the originally approved budget and on schedule? Yes UCI Palo Verde Housing Phase II, Irvine, CA (Gold LEED Certified): Sam Ali PE, LEED-AP was the Project Manager for schematic design and design development for the Palo Verde Housing expansion project (two and three story cluster buildings, 442 units). The scope includes preparation of grading, storm drain, sewer, water, and street plans, and coordination of power, gas, telephone, and cable design. The scope also includes extending California Avenue and Palo Verde Road and preparing hydrology and hydraulic studies. Bordering the project is a riparian corridor that will be used to enhance storm water quality and flood water detention. rrmca ::.;, group c,[.W, �1ro 111 1.1k �WY San Juan Capistrano CRA I The Groves at Williams Ranch 62 Referenced Projects GEOCON Incorporated The Plaza Irvine, Irvine, CA 6960 Flanders Drive San Diego, CA 92121-2974 Project P: (858) 558-6900 The Campus Center/Plaza Irvine project is a 14 -acre multifamily, www.geoconine.com condominium, and retail development. The project consisted of constructing 23 four-story multi -family apartment buildings, three Project Role 13 -stories above and 3 -stories below grade condominium towers, Geotechnical Enginner four 5 -story parking structures, and multilevel retail buildings. Geocon Incorporated was the geotechnical engineer for the project and performed a geotechnical investigation for design and construction, and follow-up work including testing and observation during grading and foundation construction. Challenge The site was underlain by undocumented fill and highly expansive and corrosive alluvial soils. Additionally, property constraints prevented complete removal of undocumented fill without installing vertical shoring. Solution Geocon provided grading and foundation recommendations to enable the multi -story apartment buildings, one condominium tower, the retail buildings, and all four of the 5 -story parking garages to be founded on shallow foundations underlain by expansive soils. This significantly reduced grading and foundation costs when compared to an exporttimport operation and/or deep foundations. Geocon also provided recommendations to enable grading and building construction to occur without the need of vertical shoring for the apartment and parking structures and on two of the three condominium towers. Reference Opus West Construction Corporation 2020 Main Street, Suite 800 Irvine, California 92614 Mr. Burt Levesque (currently with Sundt Construction, Inc.) P: (619) 321-4800 rrm.: , ; :;`group IN <reaemo e�wrcnmena, �'I'e'q." - San Juan Capistrano CRAI The Groves at Williams Ranch 63 Referenced Projects GEOCON Incorporated Sagewood Apartments, San Diego, CA 6960 Flanders Drive San Diego, CA 92121-2974 Project P: (858) 558-6900 The Sagewood Apartment project is an afforadable housing www.geoconine.com project constructed in the Stonebridge Estates development. The complex has 106 units and a community center and business Project Role center. Geocon Incorporated was the geotechnical engineer for Geotechnical Enginner the project and provided geotechnical reports for design and construction. Geocon Incorporated also performed testing and observation services during grading and observation during foundation construction. Challenge The site was underlain by both compacted fill and native formational soils which created non uniform bearing conditions across the site. Solution Geocon provided grading and foundation recommendations to enable the multi -story apartment buildings to be constructed with minimal remedial grading. Geocon Incorporated was the geotechnical engineer for the overall Stonebirdge Estates development which enabled us to prepare update geotechnical reports without the need for additional field investigation and laboratory testing, thereby saving the client money. Highlights & Client Benefits: • Minimal remedial grading allowing all of the buildings to have relatively uniform bearing conditions for shallow foundations. • Did not need to perform additional field and laboratory studies as Geocon incorporated was the Geotechnical Engineer for the overall Stonebridge Estates development. Reference Fairfield Development, L.P. Mr. Steve Cooper, Project Manager 23291 Mill Creek Drive, Suite 100 Laguna Hills, California 92653 P: (949) 206-1160 rrm:.,:.,; ,;group 111 . =•"^a"�^^,oe peva=^^i�r" San Juan Capistrano CRAI The Groves at Williams Ranch 64 Referenced Projects Cumming Various Multi -Family Low Income Housing Developments 25 Enterprise, Suite 590 Los Angeles County, CA Aliso Viejo, CA 92656 Cumming (formally CCG) performed cost estimating and P: (949) 900-0440 construction management support services involving various multi - F: (949) 900-0450 family low-income housing and senior housing. These projects included the following sites: Project Role • Budlong/Athens Cost Estimation • Alabama Street • Monrovia Senior Housing Nueva Maravilla Client: Los Angeles County Community Development Commission 2 Coral Circle, Monterey Park, CA 91755 Lynn Katano, P:(323)890-7266 Approximate Construction Value: $1 Million per site Year of Services: 1999 City of Los Angeles Housing Department — Ralston Site/Polk Housing, Los Angeles, CA Cumming performed a construction cost review of Design+Build packages submitted by five developers for a housing project in Los Angeles. In total, the project encompassed approximately 153,000 SF of housing, which included 3- and 4 -bedroom multi -family units, and 3- and 4 -bedroom single-family homes. Client: FSY Architects 3235 San Fernando Rd. #2C, Los Angeles, CA 90065 Vijay Sehgal P: (323) 255-4343 Approximate Construction Value: $11 Million Year of Services: 2006 rwl group vkl •,a,y qm•,.,,�.••,, p•o,u=<�mr' San Juan Capistrano CRA I The Groves at Williams Ranch 65 Referenced Projects TMAD TAYLOR & GAINES Belmont Village, Los Angeles, CA 800 N. Ferrari Lane, Suite 100 TMAD TAYLOR & GAINES is providing Mechanical, Electrical, Ontario, CA 91764 Plumbing and Fire Life Safety Engineering Services for this 156 Phone: (909) 477-6915 unit, 6 story assisted care living complex. The facility will include a Fax: (909) 477-6916 full service kitchen, dining, laundry, an underground parking facility for 290 vehicles and other supporting functions to make a fully Project Role functional assisted care living complex. MEP Engineering Size: 160,000 SF Est. Completion: 2010 Cost: $30,000,000 Reference: Ed Carfagno RNL Design P: (213) 955-9775 La Jolla Village Towers, Classic Residence by Hyatt, La Jolla, CA TMAD TAYLOR & GAINES provided electrical design for this new, 20 -story, 323,000 SF apartment tower with 232 units and 3 -levels of underground parking. The existing residential tower was renovated and construction of a 10,000 SF point of entry connector link between the two towers was also added. Amenities include a heated indoor swimming pool and spa, fitness center, art studio, library, computer resource center, billiards room, card rooms, beauty salon and barbershop, and wellness center. Size: 323,000 SF Completed: 1996 Cost: $ 45,000,000 Reference: Dale Jenkins Nadel Architects P: (858) 552-8424 a�,vn9 znw,onmnu o=aw. e+ror' San Juan Capistrano CRA I The Groves at Williams Ranch 66 Option -One 2755 Bristol Street, Suite 100 Costa Mesa, CA 92626 P: (714) 556-1916 F: (714) 556-1952 E: info@option-1.com Project Role Stuctural Engineering rrm:�", ,.; groupffl Referenced Projects CH5 at Westcreek Builder: Lennar Homes Location: Santa Clarita, California Type of Construction: • Two story type V • Mutli-Family attached • 3-plex, 4-plex, 5-plex, 6-plex Option One provided structural engineering services for the building structures. Project: 117 units, 26 buildings, approx 240,000 square feet. Completion: Completion in 2008. Reference: John Stoneman, Director of Construction Lennar Homes 28767 Calle De La Paz Valencia, California 91354 Cell: (661) 510-0062 E -Mail: John.A.Stoneman@Lennarcom .f" San Juan Capistrano CRAI The Groves at Williams Ranch 67 Referenced Projects Option -One San Jacinto & Hwy 111 2755 Bristol Street, Suite 100 Builder: The Olson Company (GC) Costa Mesa, CA 92626 Owner: City of Rancho Mirage P: (714) 556-1916 Location: Rancho Mirage, California F: (714) 556-1952 E: info@option-1.com Type of Construction: • One and Two story type V Project Role • Mutli-Family attached Stuctural Engineering • Duplex, Triplex 1 -story • 12-plex: stacked flats, carriage units/garage Option One provided structural engineering services for the building structures, landscape structures, retaining walls, drywell vault. Project: 82 units, 15 buildings, approx 125,000 square feet. Completion: Project has currently started construction. Completion in 2010. Reference: Tom Moore, Senior Director of Operations The Olson Company 3010 Old Ranch Parkway, Suite 100 Seal Beach, California 90740 Cell: (562) 682-7422 E -Mail: tmoore@theolsonco.com Project !Jame: CH5 at Westcreek Builder: Lennar Homes Location: Santa Clarita, California Type of Construction: • Two story type V • Mutli-Family attached • 3-plex, 4-plex, 5-plex, 6-plex Option One provided structural engineering services for the building structures. Project: 117 units, 26 buildings, approx 240,000 square feet. Completion: Completion in 2008. Reference: John Stoneman, Director of Construction, Lennar Homes 28767 Calle De La Paz Valencia, California 91354 rrwl. . groupill "'A, rive.^wr' San Juan Capistrano CRAI The Groves at Williams Ranch 68 Fee Schedule Project Rate Structure The Groves at Williams Ranch Development Project is based upon the Basic Service Time and Material Not to Exceed Amount plus Optional Value Added Services as may be requested by the Owner. The identified task fees found on the next page are estimated, not -to -exceed amounts only and all work shall be performed and invoiced at RRM's standard billing rates. rrm i ; *;:-,group Nil neni„a e,..mnmena �vk mior` V San Juan Capistrano CRA) The Groves at Williams Ranch 69 Fee Schedule T1# rt GpAlrZZAp ricat'on a0d Devolopilhont P101 Task A.1 Data Collection, Review and Kick -Off Meeting $ 14,030❑ Task A.2 Project Build Out Assumptions $ 17,210 ❑ Task A.3 GPA/RZ Application and Draft Develo ment Plan $ 92,130 o Task A.4 Administrative Review of Draft Application and Plan $ 8,920 ❑ Task A.5 Initial Public Review of Draft Development Plan $ 12,740 ❑ Task A.6 Public Review of Final Draft Development Plan $ 14,340 ❑ Task A.7 Project Coordination $ 28,940 ❑ Task A.8 Economic Analysis of Project and Fundin A roach $ 9,820 ❑ i stt .MA- ev w Task B.1 CEQA Kick -Off Meeting $ 4,070 ❑ Task B.2 Field Reconnaissance $ 4,530 ❑ Task B.3 Data Gathering and Evaluation $ 9,670 ❑ Task B.4 Project Description $ 4,500 ❑ Task B.5 Initial Study and CEQA Documentation $ 49,250 ❑ Task B.6 Notice of Intent to Adopt Mitigated Negative Dec $ 3,490 in Task B.7 Preparation of Response to Comments $ 6,020 ❑ Task B.8 Work Program Refinement $ 20,000 ❑ Task B.9 'ask O Jurisdictional Delineation r?re ar #i .` of Con trUCti4,t1 Qcu its $ 6,200 ❑ Task CA Enhanced Schematic Engineering Report $ tbd ❑ Task C.2 Design Development Documentation $ tbd ❑ Task C.3 Construction Documentation and Construction Cost $ tbd ❑ Task CA Communit Worksho s $ tbd in Task D.1 Project Bidding / Bid Support Services $ tbd ❑ Task D.2 Construction Admin / Construction Observation —3—tbd ❑ SUBTOTAL SERVICES Reimbursable Ex enses $ 269,840 14,125 ❑ Owner Desi n Contin enc $ 50,000 ❑ TOTAL•. NOTES: 1 Basic Services for Phase I includes. Planning, Architecture, Landscape Architecture, Sustainability, Civil Engineering, Electrical Engineering, Environmental Consulting (Traffic, Noise, Cultural Resources, Biological, Arbor), Geotechnical Engineering, and coordination with Owner consultants 2 To be invoiced on a Time and Material Not -To -Exceed Basis GENERAL NOTE: All reimbursable expenses, travel expenses and indirect costs are excluded from line item Task amounts and will be billed as incurred plus 10%. rrm::::.: group��� 70 San Juan Capistrano CRA I The Groves at Williams Ranch Fee Schedule Footnotes: A. Fixed fee tasks will be billed as the work progresses until the task is completed and the total amount stated in the contract for the task is invoiced. B. Estimated fees for tasks shown as "Time and Materials Not -To -Exceed" are provided for informational purposes only. Amounts billed for these tasks, which will reflect actual hours invested and will be invoiced at RRM's standard billing rates per the attached rate schedule. Client Responsibilities • Designate one (1) contact person who will serve as the client representative • Document distribution for design reviews • Contract, coordination, and management of any consultants, and coordination with team members • Application fees for agency review • Work with RRM to develop, review, and approve a written program describing the projects major components • Assistance with the development of the Project narrative description and completion of City application forms and materials Exclusions to Phase I Scope of Services Please note that the tasks to be performed by the RRM team are limited solely to those outlined above. Changes requested by the client, changes in the client's program, or directions that are inconsistent with prior work efforts are subject to additional services fees as outlined in RRM Exhibit -A-1 form. This scope excludes all services not included in the above scope of services including, but not limited to, the following: -Legal services • Title company fees • Preparation of CC&R's • Phase I Cost Estimating • Structural Engineering • Mechanical Engineering • Off-site improvements • Tentative tract mapping • Payment of agency fees • Habitat restoration in any jurisdictional wetland • Phase I Energy use/carbon impact studies • Right-of-way and easement negotiations and/or recording • Sales program/brochure exhibits or other graphics not described herein Any additional services that RRM Design Group is asked to perform over and above those described above will be billed on a negotiated and client -approved fixed fee or hourly basis as additional services against the Owner's Design Contingency fund. WI! rrm_'I>s ;,;group uod, P"A war• San Juan Capistrano CRAI The Groves at Williams Ranch 71 rrm; group creating environments people enjoy' This proposal is based on configurations shown on the preliminary concept plan layout dated March 26, 2010 and assumes that all use permits are in place prior to beginning work. Plans are proposed to be prepared on City of San Juan Capistrano title block The site civil package proposal provides for a total of three separate plan check submittals to the City of San Juan Capistrano. Improvement plans will be prepared on a sheet size of 24" x36" at a scale deemed appropriate by the project engineer. Civil Engineering Construction Documents C1. GENERAL NOTES AND DETAIL SHEETS RRM Civil will prepare improvement plans to include general notes, sheet indexing and approval signature blocks. Detail sheets will be prepared to provide non-standard details required for construction items indicated on the project improvement plans. Deliverables: Approximately one (1) title sheet, one (1) general note sheet, two (2) detail sheets Fixed Fee: $3,520 (see footnote "A" below) C2. CAMINO CAPISTRANO STREET WIDENING IMPROVEMENT PLANS RRM Design Group will prepare plan and profile construction documents for that portion of Camino Capistrano fronting the project development area. The improvement plans will incorporate the following components: • Horizontal and vertical street alignment as indicated on the concept plan • Widening along the project frontage • Vertical profile information for the existing centerline and easterly edge of pavement • Construction stationing • Curb return profile • Traffic control plan • Civil construction items will be identified with the appropriate City standard • Associated grading and embankment into the Groves site • Underground wet utility stubs to the groves site (if needed) • Relocation of overhead lines • Preliminary opinion of improvement costs (based on concept plan) Deliverables: Approximately three (3) street plan and profile sheets Fixed Fee: $24,024 (see footnote "A" below) COMMUNITY I CIVIC & PUBLIC SAFETY I RECREATION I EDUCATION I URBAN ARCHITECTS I ENGINEERS I LANDSCAPE ARCHITECTS I PLANNERS I SURVEYORS ACahfomuCa@ore6o, I Vi=rMwlgo ,ArWl #CIIQ901 Carymel, FE#WU5.LSM 76IJeffFeN I #2W EXHIBIT B May 21, 2010 RRM Design Group 232 Avenida Fal ricante, Ste. 112 Ms. Laura Stokes San Clemente, CA 92672 Housing / Redevelopment Director P: (949) 361-7950 City of San Juan Capistrano F: (949) 361-7955 32400 Paseo Adelanto www.rrmdesign.com San Juan Capistrano, CA 92675 Re: Engineering and Survey Services for The Groves: Camino Capistrano Widening and Site Rough Grading Proposed Scope of Services Dear Ms. Stokes, This proposal is based on configurations shown on the preliminary concept plan layout dated March 26, 2010 and assumes that all use permits are in place prior to beginning work. Plans are proposed to be prepared on City of San Juan Capistrano title block The site civil package proposal provides for a total of three separate plan check submittals to the City of San Juan Capistrano. Improvement plans will be prepared on a sheet size of 24" x36" at a scale deemed appropriate by the project engineer. Civil Engineering Construction Documents C1. GENERAL NOTES AND DETAIL SHEETS RRM Civil will prepare improvement plans to include general notes, sheet indexing and approval signature blocks. Detail sheets will be prepared to provide non-standard details required for construction items indicated on the project improvement plans. Deliverables: Approximately one (1) title sheet, one (1) general note sheet, two (2) detail sheets Fixed Fee: $3,520 (see footnote "A" below) C2. CAMINO CAPISTRANO STREET WIDENING IMPROVEMENT PLANS RRM Design Group will prepare plan and profile construction documents for that portion of Camino Capistrano fronting the project development area. The improvement plans will incorporate the following components: • Horizontal and vertical street alignment as indicated on the concept plan • Widening along the project frontage • Vertical profile information for the existing centerline and easterly edge of pavement • Construction stationing • Curb return profile • Traffic control plan • Civil construction items will be identified with the appropriate City standard • Associated grading and embankment into the Groves site • Underground wet utility stubs to the groves site (if needed) • Relocation of overhead lines • Preliminary opinion of improvement costs (based on concept plan) Deliverables: Approximately three (3) street plan and profile sheets Fixed Fee: $24,024 (see footnote "A" below) COMMUNITY I CIVIC & PUBLIC SAFETY I RECREATION I EDUCATION I URBAN ARCHITECTS I ENGINEERS I LANDSCAPE ARCHITECTS I PLANNERS I SURVEYORS ACahfomuCa@ore6o, I Vi=rMwlgo ,ArWl #CIIQ901 Carymel, FE#WU5.LSM 76IJeffFeN I #2W EXHIBIT B rrm group creating environments people enjoy' Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 2 of 6 C3. GROVES SITE ROUGH GRADING PLANS RRM Design Group will prepare construction documents the onsite improvements area, approximately 3 acres, to establish rough grades for the development envelope. The following components are anticpated for implementation of this activity: • Rough grading plans to include contours and spot elevations to establish the general intent of the development pattern, building pads and interim drainage measures • Earthwork quantities • Erosion control plans to establish temporary and permanent BMP's and erosion mitigation for the site during and after construction • A water quality management plan to indentify installation or construction elements proposed for water quality treatment • Preliminary hydrology for interim elements to conform to future development • General grading, erosion control and BMP notes and installation details • Civil construction items identified with the appropriate City standard • Conformance with Camino Capistrano widening plans Deliverables: Approximately three (3) grading, (3) erosion control and (2) WQMP plan sheets Fixed Fee: $33,440 (see footnote "A" below) Traffic Engineering Services (by Urban Crossroads) Tr0.1 — Input on the design concept, including site visit by senior designer and input regarding necessary transition distances to move the SB through lane to the west. This task includes one additional meeting with the project team, including senior designer and project manager. Tr0.2 —Signing and Striping Plan Follow up to the concept plan. Tr0.3 — Signal Modification This task includes the following items: • Field inventory of existing conditions • Base plan preparation — building on the available digital files to add the signal conduits and above ground signal components. • Comprehensive modifications to address existing design issues and to bring the signal configuration up to current standards Deliverables: Approximately four striping and signal modification plans Fixed Fee: $15,173 (see footnote "A" below) S1. SUPPLEMENTAL TOPOGRAPHY This task will include supplemental topography for design of the match points and edge conditions and various field survey work required to supplement the civil construction document preparation. Anticipated Field Tasks to include: • Edge control survey for design purposes. • Camino Capistrano cross sections conditions detailed survey for design purposes • Junipero Serra detail survey rrm group III creating environments people enjoy' Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 3 of 6 Fixed Fee: $4,235 (see footnote "A" below) M1. PROJECT COORDINATION It is understood that the City of San Juan Capistrano will perform the duties required to coordinate, schedule and process this set of plans. During the construction document phase, the civil engineering group will assist in these efforts by providing the services listed below: • When requested by the Client, RRM will provide research, coordination and advice on development strategies and processing requirements. • Coordinate and attend up to eight project -related meetings with the design team, the City of San Juan Capistrano, public utilities and miscellaneous agencies. • Coordination with the planning, public works, utilities, fire and building departments • Coordination with overhead utility companies for relocation of poles • Transfer of electronic data or print sets to various consultants. Deliverables: Preparation for and attendance at meetings, preparation of exhibits, general coordination. Fee: $10,065 RRM Construction Services CA.01 BIDDING AND CONSTRUCTION ADMINISTRATION Following award of the general construction contract, RRM's team will support the City during the construction phase of the project. We will attend the pre -construction meeting, review and respond to Requests for Information (RFI), Change Orders (CO), submittals, and contractor supplied shop drawings. Under this task, we will also prepare and issue Supplemental Instructions to clarify technical details and prepare preliminary and final punch lists. We will also coordinate with consultants, agencies, and City staff. This task is proposed to be invoiced hourly up to a maximum of 90 hours. Deliverables: RFI, CO, submittal reviews, shop drawings responses, supplemental instructions, and general record keeping documents. Fee: Time and Materials - Hourly (Budget Estimate: $9,350 see footnote "B" below) CA.02 CONSTRUCTION OBSERVATION RRM's Construction Manager and/or designated representative will prepare for and attend field observation site visits at intervals appropriate to the stage of construction to observe construction progress. This task is proposed to be invoiced on an hourly basis up to a maximum of 60 hours. These site visits and observations are not intended to be an exhaustive check or a detailed inspection of the Contractor's work, but rather are to allow RRM to become familiar with the work in progress and to determine, in general, if the work is proceeding in accordance with the Contract Documents. RRM shall not supervise, direct, or have control over the Contractor's work nor have any responsibility for the construction means, methods, techniques, sequences or procedures selected by the Contractor, nor for the Contractor's safety precautions or programs in connection with the work. These rights and responsibilities are solely those of the Contractor in accordance with the Contract Documents. rrm group creating environments people enjoy Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 4 of 6 RRM shall not be responsible for any acts or omissions of the Contractor, subcontractor, any entity performing any portion of the work, or any agents or employees of any of them. RRM does not guarantee the performance of the Contractor and shall not be responsible for the Contractor's failure to perform work in accordance with the Contract Documents or any applicable laws, codes, rules, or regulations. Deliverables: Site observation and meeting with city staff up to 60 hours. Fee: Time and Materials - Hourly (Budget Estimate: $6,600 see footnote "B" below) CA.03 RECORD DRAWINGS Upon Completion of construction work, RRM will compile and deliver to the City a reproducible set of Record Drawings based upon the marked -up record drawings, addenda, change orders, and other data furnished by the contractor. These Record Drawings will show significant changes made during construction. Because these Record Drawings are based on unverified information provided by the other parties, which RRM shall assume will be reliable; RRM cannot and does not warrant their accuracy. Deliverables: One (1) set reproducible set of Record Drawings. Fee: $6,600 Subtotal Improvement Plans Subtotal Construction Services Total Fee Proposal LIMITATION OF SCOPE The following components are not included in this construction document scope: • Legal services • Structural Engineering services • Soils engineering services • Electrical Engineering • Right-of-way and easement negotiations • Environmental permitting • Construction staging plans • Negotiations with adjacent developers and adjacent homeowners or businesses. • Payment of fees or bonding • Cost estimates • Meetings beyond those specifically identified in the scope of work • Additional document submittals other than those listed above. Plan Exclusions: • Special pavement or flatwork treatments • Tree protection plans • Undergrounding dry utilities • Off site utility extensions • Hydraulic analysis of creek or existing storm drain systems $90,457.00 $22,550.00 $113,007.00 rrml `.i group��� creating environments people enjoy' Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 5 of 6 CLIENT RESPONSIBILITIES . One contact person who will serve as the City's representative and will consolidate Agency review comments into one list of official comments to which RRM can respond . Document distribution for design reviews, bidding, and construction . Inspection, and testing Notes: 1. Fixed Fee tasks will be billed as the work progresses until the task is completed and the total amount stated in the contract for the task is invoiced. 2. Estimated fees for tasks shown as "Time and Materials (T&M)" are provided for informational purposes only. Amounts billed for these tasks, which will reflect actual hours at RRM's rates, and reimbursable costs, may be more or less than the estimate given. 3. Reimbursable expenses include such things as document reproduction, plotting services, public workshop materials, lodging, car rental (economy rate or equal), mileage (current federal rate), parking fees, phone and fax charges, electronic data transfer, overnight delivery and standard mail, and will be billed on a cost plus 10% basis. 4. RRM reserves the right to adjust standard hourly billing rates on an annual basis. If this proposal is acceptable, please sign where indicated below; return one copy to RRM and retain one copy for your records. Sincerely, RRM DESIGN GROUP JrelMicha ,, PE 36895, LS 6276 Principal AavidChacn Project Manager Tim Walters Principal — Engineering Project Manager Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 6 of 6 rrm. ; ,group ill creating environments people enjoy' AUTHORIZATION TO PROCEED BY CLIENT REPRESENTATIVE: Sign Print Name, Title Organization Date Organization Name CRA 8/17/2010 AGENDA REPORT TO: Joe Tait, Executive Direct001T- FROM: Laura Stokes, Housing/Redevelopment Coordinator SUBJECT: Consideration of Inclusion of Engineering and Surveying Services for Grading the Project Site and Slope Between the Roadway and Site, and Widening Camino Capistrano as an Amendment to the Approved Professional Service Agreement for Land Planning and Environmental Consulting Services for General Plan Amendment and Rezone on a Portion of APN 121-050-21 "The Groves at Williams Ranch;" and appropriation of funds (RRM Design Group). RECOMMENDATION: By motion, 1) Approve the amendment to the Professional Service Agreement with RRM Design Group, to include engineering and surveying services for grading the project site and slope between the roadway and the site and widening Camino Capistrano totaling a cost of $113,007; and, 2) Approve appropriation of an additional $60,000 from the Agency's Set -Aside Fund (Affordable Housing Bond) Reserve for the Agency Capital Improvement Fund, increasing the overall budget for CRA Project Groves at Williams Ranch. Or 1) Approve the amendment to the Professional Service Agreement with RRM Design Group, to include engineering and surveying services for grading the project site and slope between the roadway and the site totaling a cost of $88,550; and, 2) Approve appropriation of an additional $40,000 from the Agency's Set -Aside Fund (Affordable Housing Bond) Reserve for the Agency Capital Improvement Fund, increasing the overall budget for CRA Project Groves at Williams Ranch. SUMMARY: The San Juan Capistrano City Council initiated a General Plan Amendment ("GPA") on July 7, 2009 for a 4t acre vacant parcel of land located at the northwest corner of Camino Capistrano and Junipero Serra Road. The GPA is necessary to consider a change in the land use designation from commercial office to residential to allow for the development of affordable family housing. D1 Agenda Report August 17, 2010 Page 2 The San Juan Capistrano Community Redevelopment Agency (the "Agency") required a qualified multi -disciplinary firm for Planning, Environmental, Architectural and Engineering Services to prepare and process the GPA and Rezone ("RZ") application. On December 15, 2009 the Agency approved a Professional Service Agreement ("PSA") with RRM Design Group (RRM) to provide the necessary services. The Request for Proposal, approved by Council on October 6, 2009, included a scope of services with three project phases: Phase I — GPA/RZ Application, Development Plan, and CEQA Review Phase II — Construction Documentation Phase III — Construction Support For Phase I, a detailed scope of work, a budget, and a timeline were prepared. Staffs intent was to refine the scope of work, budget, and timeline for Phases II and III based on the development plan resulting from Phase I work efforts. Within the Phase I scope of services, provided by RRM, a traffic analysis was completed. The traffic analysis determined that to ensure the Long Range General Plan traffic conditions (including the proposed project) remain acceptable, Camino Capistrano, north of Junipero Serra, would need to be widened to 64 feet and accommodate a second southbound left turn lane from Camino Capistrano onto Junipero Serra. This determination affects the developable space on for the Groves at Williams Ranch Project (the "Groves"). The General Plan Land Use build out makes widening the road a necessary measure. Therefore, Staff requested RRM prepare a proposal to provide a portion of the Phase II and Phase III work, Engineering and Survey Services for preparation of construction documents, for grading the project site and slope (between the roadway and the site), and widening Camino Capistrano. RRM provided a proposed fee of $113,007 for the services and staff recommended the Agency approve an Amended PSA (Attachment 1) including the additional services at the August 3, 2010 Agency Board Meeting. In response to several questions from the Board, Staff and RRM met with Agency Board members to discuss their concerns and answer their questions about the roadway widening. In response to these discussions, Staff has included a secondary Amended PSA with a fee proposal of $88,550 (Attachment 2) which encompasses the site and slope (between the site and the roadway) grading and engineering necessary to ensure the slope will support the finished roadway, but postponing construction of the ultimate roadway width (64') until the use of the roadway necessitate the widening. Agenda Report Page 3 PROPOSAL REVIEW: Traffic Analysis August 17, 2010 The Traffic Impact Analysis report by Urban Crossroads, submitted May 5, 2010, relates that the Groves project alone will not significantly impact the surrounding roadways or signals (Attachment 3). However, the Groves will inevitably be impacted by the ultimate build -out road width as the traffic analysis identifies the need for an additional turn lane from southbound Camino Capistrano traffic moving onto eastbound Junipero Serra traffic. In order for the Groves to have the most suitable site layout and in response to its own future impact to the roadway, it is appropriate to widen Camino Capistrano at the intersection of Junipera Serra to its ultimate width of 64' before or in concurrence with the Groves construction. Staff has included graphics of the current roadway, the intermediate roadway, and the ultimate build -out roadway lane designations and road widths in this report for your review (Attachment 4). Council members have expressed concerns with widening the roadway due to the possibility of never needing the ultimate road width if the properties north of the Groves project never develop. Therefore, Staff requested RRM prepare two fee proposals for the improvements, one including the roadway widening, and one without the roadway widening. RRM Design's Proposal RRM prepared a proposal for Phase II and III of the Engineering and Survey Services for site and slope grading and a second proposal including the road widening. The services include preparing Civil Construction Documents for the road widening, Traffic Engineering Services, Supplemental Topography, Project Coordination (overseeing the plans through entitlement concurrently with the residential development), and Construction Documents and Specification Packet for rough grading of the Groves and road widening. The total budget for the Amended Professional Service Agreement (PSA) for site and slope grading with RRM would include the following: Total RRM Scope of Work Fee - Costs included with Amended PSA: Civil Construction & Topography Docs (Phase II) - Traffic Engineering Services (Phase II &111) - Project Coordination (Phase II &111) - Construction Services (Phase III) - Amendment Costs - $299,985 Including Excluding Widening Widening $ 65,219 $ 51,425 $ 15,173 $ 5,500 $ 10,065 $ 10,065 $ 22,550 $ 18,040 Total Amended PSA Budget $412,992 $388,535 Agenda Report Page 4 Acceptance of RRM Desians Proposal August 17, 2010 Staff recommends approving the proposal with RRM for the following reasons: • RRM was selected above all other proposals, as qualified for the three phases listed with the Groves Request for Proposal. RRM's fee proposal for phase I was accepted and contracted and they have prepared a fee proposal for a portion of phases II & III for the tasks, widening Camino Capistrano and grading the project site. • Accepting RRM's Proposal will eliminate additional costs that will be necessary for new firm to complete research that was previously done by RRM. • Accepting RRM's Proposal will enable the City to move ahead with the project without the time constraint established when issuing request for proposals. FINANCIAL CONSIDERATIONS: The Groves at William's Ranch was allocated a budget of $400,000 to accommodate the original $299,985 PSA, a 15% budget for staff time and contingencies. To ensure a sufficient budget for the remainder of the project, staff recommends the Board appropriate additional funds from the Agency's Set -Aside Fund (Affordable Housing Bond) Reserve for the Agency Capital Improvement Fund, increasing the overall budget for CRA Project Groves at Williams Ranch. NOTIFICATION: • Hsiao, Henry H Trust • Health Care Reit, Inc. • Buchheim Trust • Pueblo Serra Inc • RRM Design, David Chacon • Serra Vista Partners • Kaiser Foundation Health • Silverado Senior Living • Pueblo Serra Worship Holdings • J. Serra High School President, Frank Talarico Jr. Agenda Report Page 5 RECOMMENDATION: August 17, 2010 1) Approve the amendment to the Professional Service Agreement with RRM Design Group, to include engineering and surveying services for grading the project site and slope between the roadway and the site and widening Camino Capistrano totaling a cost of $113,007; and, 2) Approve appropriation of an additional $60,000 from the Agency's Set -Aside Fund (Affordable Housing Bond) Reserve for the Agency Capital Improvement Fund, increasing the overall budget for CRA Project Groves at Williams Ranch. Or 1) Approve the amendment to the Professional Service Agreement with RRM Design Group, to include engineering and surveying services for grading the project site and slope between the roadway and the site totaling a cost of $88,550; and, 2) Approve appropriation of an additional $40,000 from the Agency's Set -Aside Fund (Affordable Housing Bond) Reserve for the Agency Capital Improvement Fund, increasing the overall budget for CRA Project Groves at Williams Ranch. ID; Housing/Redevelopment Coordinator Attachments: 1. Amended Professional Service Agreement -Including Roadway Widening 2. Amended Professional Service Agreement -Excluding Roadway Widening 3. Urban Crossroads Traffic Impact Analysis Excerpt 4. Graphics of Roadway Lane Designations 5. Site Map AMENDED PROFESSIONAL SERVICES AGREEMENT THIS AMENDED AGREEMENT is made, entered into, and shall become effective this 3`d day of AUGUST, 2010, by and between the San Juan Capistrano Community Redevelopment Agency (hereinafter referred to as the "Agency") and RRM Design Group (hereinafter collectively referred to as the "Consultant"). RECITALS: WHEREAS, Agency and the Consultant desires to Amend the Personal Service Agreement approved December 15, 2009 retaining Land Planning and Environmental services of Consultant regarding the Agency's proposal to the General Plan Amendment and Rezone on a Portion of APN 121-050-21 "The Groves at Williams Ranch"; and, WHEREAS, Consultant has submitted a complete and comprehensive proposal for additional services, necessary for the timeliness and successfulness of the Agency Project, which is attached hereto and incorporated herein by reference as Exhibit "A" to this Professional Services Agreement Amendment; and, WHEREAS, Consultant is qualified by virtue of experience, training, education and expertise to accomplish such services. NOW, THEREFORE, Agency and Consultant mutually agree as follows: Section 1. Scope of Work. The scope of work to be performed by the Consultant shall consist of those tasks as identified and set forth in Exhibit A and Exhibit B. To the extent that there are any conflicts between the provisions described in Exhibit A and Exhibit B and those provisions contained within this Agreement, the provisions in this Agreement shall control. Section 2. Term. This Agreement shall commence on the effective date and shall terminate, and all services required hereunder shall be completed, no later than the schedule of performance outlined in Exhibit A and presented by Consultant. Section 3. Compensation. 3.1 Amount. Total compensation for the services hereunder shall not exceed four hundred twelve thousand nine hundred ninety two dollars ($412,992) as set forth in Exhibit A and Exhibit B combined. ATTACHMENT 1 3.2 Method of Payment. Subject to Section 3.1, Consultant shall submit monthly invoices based on total services which have been satisfactorily completed for such monthly period. The Agency will pay monthly progress payments based on approved invoices in accordance with this Section. 3.3 Records of Expenses. Consultant shall keep complete and accurate records of all costs and expenses incidental to services covered by this Agreement. These records will be made available at reasonable times to Agency. Section 4. Responsibilities of Consultant. A. Control and Payment of Subordinates: Indeoendent Contractor. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. Agency retains Consultant on an independent contractor basis and not as an employee. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of Agency and shall at all times be under Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. B. Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "A" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, Agency shall respond to Consultant's submittals in a timely manner. Upon request of Agency, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. C. Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of Agency. D. Substitution of Key Personnel. Consultant has represented to Agency that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute Page 2 of 10 other personnel of at least equal competence upon written approval of Agency. In the event that Agency and Consultant cannot agree as to the substitution of key personnel, Agency shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the Agency, or who are determined by the Agency to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the Agency. The key personnel for performance of this Agreement are as follows: RRM Design Group Kirk Van Cleave, Principal -in -Charge David Chac6n, Co -Project Manager E. Consultant's Representative. Consultant hereby designates Kirk Van Cleave, or his or her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his best skiiI and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. F. Coordination of Services. Consultant agrees to work closely with Agency staff in the performance of Services and shall be available to Agency's staff, consultants and other staff at all reasonable times. G. Standard of Care: Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and sub -consultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and sub -consultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, including a City Business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the Agency, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub -consultants who is determined by the Agency to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the Agency, shall be Page 3 of 10 promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project. Section 5. Limitations Upon Subcontracting and Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for Agency to enter into this Agreement. Consultant shall not contract with any other entity to perform the services required without written approval of the Agency. This Agreement may not be assigned, voluntarily or by operation of law, without the prior written approval of the Agency. If Consultant is permitted to subcontract any part of this Agreement by Agency, Consultant shall be responsible to Agency for the acts and omissions of its subcontractor as it is for persons directly employed. Nothing contained in this Agreement shall create any contractual relationships between any subcontractor and Agency. All persons engaged in the work will be considered employees of Consultant. Agency will deal directly with and will make all payments to Consultant. Section 6. Changes to Scope of Work. In the event of a change in the Scope of Work provided for in the contract documents as requested by the Agency, the Parties hereto shall execute an addendum to this Agreement setting forth with particularity all terms of the new agreement, including but not limited to any additional Consultant's fees. Section 7. Familiarity with Work and/or Construction Site. By executing this Agreement, Consultant warrants that: (1) it has investigated the work to be performed; (2) if applicable, it has investigated the work site(s), and is aware of all conditions there; and (3) it understands the facilities, difficulties and restrictions of the work to be performed under this Agreement. Should Consultant discover any latent or unknown conditions materially differing from those inherent in the work or as represented by Agency, it shall immediately inform the Agency of this and shall not proceed with further work under this Agreement until written instructions are received from the Agency. Section 8. Time of Essence. Time is of the essence in the performance of this Agreement. Section 9. Compliance with Law; E -Verify. 9.1. Compliance with Law. Consultant shall comply with all applicable laws, ordinances, codes and regulations of federal, state and local government. Page 4 of 10 9.2. E -Verify. If Consultant is not already enrolled in the U.S. Department of Homeland Security's E -Verify program, Consultant shall enroll in the E -Verify program within fifteen days of the effective date of this Agreement to verify the employment authorization of new employees assigned to perform work hereunder. Consultant shall verify employment authorization within three days of hiring a new employee to perform work under this Agreement. Information pertaining to the E -Verify program can be found at http://www.uscis.gov, or access the registration page at https://www.vis- dhs.com/emoloverregistration. Consultant shall certify its registration with E -Verify and provide its registration number within sixteen days of the effective date of this Agreement. Failure to provide certification will result in withholding payment until full compliance is demonstrated. Section 10. Conflicts of Interest. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of the services contemplated by this Agreement. No person having such interest shall be employed by or associated with Consultant. Section 11. Copies of Work Product. At the completion of the work, Consultant shall have delivered to Agency at least one (1) copy of any final reports and/or notes or drawings containing Consultant's findings, conclusions, and recommendations with any support documentation. All reports submitted to the Agency shall be in reproducible format, or in the format otherwise approved by the Agency in writing. Submission of all CAD data files must be in AutoCAD 2006 with a file extension of dwg. Each sheet shall be set up so when the file is opened the complete drawing is viewable. Section 12. Ownership of Documents. All reports, information, data and exhibits prepared or assembled by Consultant in connection with the performance of its services pursuant to this Agreement are confidential to the extent permitted by law, and Consultant agrees that they shall not be made available to any individual or organization without prior written consent of the Agency. All such reports, information, data, and exhibits shall be the property of the Agency and shall be delivered to the Agency upon demand without additional costs or expense to the Agency. The Agency acknowledges such documents are instruments of Consultant's professional services. Page 5 of 10 Section 13. Indemnity. To the fullest extent permitted by law, Consultant agrees to protect, and hold harmless the Agency and its elective or appointive boards, officers, agents, and employees from any and all claims, liabilities, expenses, or damages of any nature, including reimbursement of reasonable attorneys' fees, for injury or death of any person, or damages of any nature, including interference with use of property, to the extent arising out of, the negligence, recklessness and/or intentional wrongful conduct. of Consultant, Consultant's agents, officers, employees, subcontractors, or independent contractors hired by Consultant in the performance of the Agreement. The Consultant's responsibility to protect, defend, and hold harmless the Agency, will not apply if such claims, liabilities expenses or damages are due to the negligence, recklessness and/or wrongful conduct of Agency, or any of its elective or appointive boards, officers, agents, or employees. The policy limits do not act as a limitation upon the amount of indemnification to be provided by Consultant. Section 14. Insurance. On or before beginning any of the services or work called for by any term of this Agreement, Consultant, at its own cost and expense, shall carry, maintain for the duration of the agreement, and provide proof thereof that is acceptable to the Agency, the insurance specified below with insurers and under forms of insurance satisfactory in all respects to the Agency. Consultant shall not allow any subcontractor to commence work on any subcontract until all insurance required of the Consultant has also been obtained for the subcontractor. Insurance required herein shall be provided by Insurers in good standing with the State of California and having a minimum Best's Guide Rating of A- Class VII or better. 14.1 Comprehensive General Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive General Liability coverage in an amount not less than one million dollars per occurrence ($1,000,000.00), combined single limit coverage for risks associated with the work contemplated by this agreement. If a Commercial General Liability Insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this agreement or the general aggregate limit shall be at least twice the required occurrence limit. 14.2 Comprehensive Automobile Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive Automobile Liability coverage, including owned, hired Page 6 of 10 and non -owned vehicles in an amount not less than one million dollars per occurrence ($1,000,000.00). 14.3 Worker's Compensation. If Consultant intends to employ employees to perform services under this Agreement, Consultant shall obtain and maintain, during the term of this Agreement, Worker's Compensation Employer's Liability Insurance in the statutory amount as required by state law. 14.4 Proof of Insurance Requirements/Endorsement. Prior to beginning any work under this Agreement, Consultant shall submit the insurance certificates, including the deductible or self -retention amount, and an additional insured endorsement naming Agency, its officers, employees, agents, and volunteers as additional insureds as respects each of the following: Liability arising out of activities performed by or on behalf of Consultant, including the insured's general supervision of Consultant; products and completed operations of Consultant; premises owned, occupied or used by Consultant; or automobiles owned, leased, hired, or borrowed by Consultant. The coverage shall contain no special limitations on the scope of protection afforded Agency, its officers, employees, agents, or volunteers. 14.5 Errors and Omissions Coverage Throughout the term of this Agreement, Consultant shall maintain Errors and Omissions Coverage (professional liability coverage) in an amount of not less than One Million Dollars ($1,000,000). Prior to beginning any work under this Agreement, Consultant shall submit an insurance certificate to the Agency's General Counsel for certification that the insurance requirements of this Agreement have been satisfied. 14.6 Notice of Cancellation/Termination of Insurance. The above policy/policies shall not terminate, nor shall they be cancelled, nor the coverages reduced, until after thirty (30) days' written notice is given to Agency, except that ten (10) days' notice shall be given if there is a cancellation due to failure to pay a premium. 14.7 Terms of Compensation. Consultant shall not receive any compensation until all insurance provisions have been satisfied. Page 7 of 10 14.8 Notice to Proceed. Consultant shall not proceed with any work under this Agreement until the Agency has issued a written "Notice to Proceed" verifying that Consultant has complied with all insurance requirements of this Agreement. Section 15. Termination. Agency shall have the right to terminate this Agreement without cause by giving thirty (30) days' advance written notice of termination to Consultant. In addition, this Agreement may be terminated by any party for cause by providing ten (10) days' notice to the other party of a material breach of contract. If the other party does not cure the breach of contract, then the agreement may be terminated subsequent to the ten (10) day cure period. Section 16. Notice. All notices shall be personally delivered or mailed to the below listed addresses, or to such other addresses as may be designated by written notice. These addresses shall be used for delivery of service of process: To Agency: San Juan Capistrano Community Redevelopment Agency 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Attn: Cindy Russell, Chief Financial Officer To Consultant: RRM Design Group 232 Avenida Fabricante, Ste 112 San Clemente, CA 92672 Attn: Kirk Van Cleave, Principal Section 17. Attorneys' Fees. If any action at law or in equity is necessary to enforce or interpret the terms of this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs and necessary disbursements in addition to any other relief to which he may be entitled. Section 18. Dispute Resolution. In the event of a dispute arising between the parties regarding performance or interpretation of this Agreement, the dispute shall be resolved by binding arbitration under the auspices of the Judicial Arbitration and Mediation Service ("JAMS"). Page 8 of 10 Section 19. Entire Agreement. This Agreement constitutes the entire understanding and agreement between the parties and supersedes all previous negotiations between them pertaining to the subject matter thereof. [SIGNATURE PAGE FOLLOWS] Page 9 of 10 IN WITNESS WHEREOF, the parties hereto have executed this Agreement. SAN JUAN CAPISTRANO COMMUNITY REDEVEOPMENT AGENCY In Joe Tait, Executive Director "CONSULTANT" RRM DeesignnGGrroupp,, Inc.`: Kirk Van Cleave, Principal ATTEST: �GZSo�2 Maria Morris, Agency Secretary APPROVED AS TO FORM: OmarAgency Counsel Page 10 of 10 Aft ampi rrmdesigngroup mauny ewvommeois pewk enjoy' F ws� WSC"i s r � I kru•,� ip si [ 4r z id ger 1"(aii3 r Q „ Aft ampi rrmdesigngroup mauny ewvommeois pewk enjoy' Table of Contents Section A: Cover Letter Section B: Approach Section C: Proposed Schedule 1 3 24 Section D: Project Manager & Project Team 25 Section E: Referenced Projects Section F: Fee Schedule ED] fflthew". aW 9t hk mate Nmniainetl in Mb p.op Iatethe eR Ih pm qof RM Nd, rrmt: : rOUpGapPAM4 suwut .w utedany partb Uese bvmr9npbic marorbls wM., RRM'I crvatloy emhonman0 people mIayl prWrw.ltdn conunt is eapnvslY p h.Nte 0—PRM Geayn Geouf. -e November 9, 2009 rrn.. e`> ' i :.gr©up g creating environments people enjoy' Mr. Douglas D. Dumhart Deputy Director San Juan Capistrano Community Redevelopment Agency 32400 Paseo Adelanto San Juan Capistrano, CA 92675 i. f RE: The Groves at Williams Ranch Design Services Proposal Dear Douglas and Members of the Selection Committee: The Groves at Williams Ranch is a project that we here at RRM Design Group connect with on many levels. It sits on the former family homestead of our team's Principal Planner, Diane Bathgate, and our affordable housing designer, Colleen Bathgate. Our Project Manager David Chac6n prepared the conceptual design yield studies forming the basis of the RFP. With this background, we are prepared to "hit the ground running." Additionally, the project reaches across each of our in-house, interdisciplinary design sectors: planning, architecture, civil engineering, landscape architecture and surveying. There is a tangible advantage in working shoulder -to -shoulder with other design disciplines both in terms of efficiency of schedule, but also in, quality of project. However, the highest motivator for our team is the "give back" to the community a project like the Groves offers us as design professionals. This project enables us to create an environment that can raise the quality of life for multiple families who will end up residing in the completed residences. Our team of design professionals possesses the passion, experience and professional ability to provide the required services for this phased project. Our team has a very strong reputation for being excellent listeners and being able to adapt to evolving project challenges. RRM Design Group is known for being both, team players and team leaders. As a standard policy, we maintain close Principal involvement throughout the duration of the project — from entitlement through design, construction and occupancy. We are pleased to submit our qualifications for the Planning, Architecture, Engineering and Environmental Services for the Groves at Williams Ranch affordable housing development. - For this effort, RRM has strategically augmented our services with technical consultants who excel in their respective fields to create the strongest team possible. Our team has particular strength in four major areas: complex entitlement processing that new developments demand, sustainable facility and master planning design, historical -based design, and the very specialized knowledge of affordable housing economics. The enclosed RRM proposal, valid for 90 days from the submittal date, addresses the information requested in your solicitation. With our previous work on this project, our understanding of the site and community, our specific entitlement experience and our excellent reputation for purposeful design, we feel we are. strong candidates as design professionals for the Groves at Williams Ranch project. Please feel free to contact our references as they will , RRM DESIGN GROUP 1 232 AVENIDA FABRICANTE, STE 112 1 SAN CLEMENTE, CA 92672 P:(949)361-79501 F:(949)361-79551 WWW.RRMDESIGN.COM A OW... Ca W.IN rMwilgomtty. NMI. PC.IM I" Mkh., PEI3 95I IM F.N , 1Y2&4 rrn* ,: ; :;i group creating environments people enjoy' attest to both our commitment to quality service and to the attainment of the project goals of our clients. We look forward to presenting our qualifications and further addressing the issues of the project in the interview process. Sincerely yours, RRM DESIGN GROUP Kirk Van Cleave AIA, NCARB Principal -in -Charge Project Description The San Juan Capistrano Community Redevelopment Agency (SJC CRA) is implementing the State of California's Regional Housing Needs Assessment which calls for 416 affordable housing units to be provided within the City of San Juan Capistrano by 2014. The SJC CRA has initiated construction on several projects towards meeting this State mandate. The proposed site for The Groves at Williams Ranch Development Project is a two acre surplus parcel of vacant land at the northwest corner of Camino Capistrano and Junipero Serra Road. The current zoning of the site is designated Commercial Office (CO) and has an Office Research Park General Plan land designation. RRM Design Group produced a preliminary conceptual site master plan and yield study for this site and presented this to the SJC City Council in May, 2009, as part of a request to initiate a General Plan Amendment (GPA) and Rezone (RZ) of the site to accommodate the proposed workforce housing. The City Council adopted resolution 09-07-07-04 supporting the initiation of a GPA and RZ to change the land designation of the 2 acre parcel from Office Research Park to Affordable Family/Senior Housing. The SJC Community Redevelopment Agency is requesting proposals to approach the project in three distinct phases: Entitlement, Construction Documentation, and, Construction Administration Each phase is independent and distinct, and each successive phase will be predicated upon the success of the previous phase. Specific project goals have been identified by the CRA and the City. These include the design rrm:.,, :,:groupGfl , n 0, ,-m ,,m,nU p, pk,Noy Approach goals of the project paying homage to the former farming estate and SJC's Agrarian Era; adherence to SJC's voluntary green building program — attaining the City's Green Apartment Plus rating; adherence to the schedule goals mandated by the sunset clause on funding sources; and adherence to strict budget constraints on the design and construction costs of the project. SJC's Community Redevelopment Agency has requested an interdisciplinary design firm having experience in the entitlement, design and implementation of similar projects prepare proposals which describe their approach and proposed project schedule. The proposals are also to clearly identify the project team and provide credentials and references for the team members. Finally, the proposal is to provide a fee schedule for Phase I of the project. The fee schedule is limited to Phase I, as the scope of work in Phase 11 and III will be determined only subsequent to the approval of the work effort of the first phase. The following is our proposed approach to the project, and forms the basis of our fee schedule. PHASE I: Entitlement TASK A: GPA / RZ Application and Devgftment Plan Task A.1: Data Collection, Review and Kick - Off Meeting RRM will prepare for and lead a project kick- off meeting with City Staff. This meeting will establish the goals of the project, and will include: • A comprehensive review of the objectives of the project • Identification of key personnel and contact information San Juan Capistrano CRAI The Groves at Williams Ranch 3 Approach • Establishment of lines of communications and information sharing • A discussion of known project challenges and issues to be focused on • Identification of means and methods of receipt and review of project materials • A discussion of product format, presentation and overall organization of project materials • Establishment of the initial project schedule As part of the kick-off meeting, the participants will tour the project area. RRM Design Group will also review existing project documentation provided by the City as well as investigate City policies at the general plan and zoning level. As significant due diligence work has already been conducted by RRM during the prior concept development work, the timeline for this task is accelerated. Additionally, base -mapping and identification of preliminary opportunities and constraints has already been conducted by RRM and will not need to be repeated for this work effort. Deliverables: • Written work plan that outlines the project goals, schedules and process which also includes a responsibility matrix • City provided materials to the RRM Design Group team • Policy materials provided by RRM research Meetings: • One (1) Project Kick -Off Meeting - 4 hrs Duration: • One (1) Week Task A.2: Project Build -Out Assumptions To assist the City with the financing of The Groves at Williams Ranch project, RRM will prepare a list of project build -out assumptions to incorporate features that will maximize the eligibility of the project eligibility for Low Income 4 San Juan Capistrano CRA I The Groves at Williams Ranch Housing Tax Credits and other affordable housing funding sources. Towards this end, RRM shall prepare early assumptions of • Total Building Gross Square Footage • Net Building Square Footage • Quantity of off-street parking spaces • Total landscape area • Floor area ratios • Determination of housing unit sizes (number of bedrooms) • Minimum unit areas relative to number of bedrooms • Identification of outdoor play/recreation areas • Identification of indoor common use areas • Identification of space for social service programs Identification of laundry facilities Identification of other project specific items (i.e. dishwashers in each unit) Identification of "Universal Design" features Identification of Community Design Linkages to connect residents with adjacent open space in a planned fashion RRM and our team of consultants will update. the conceptual site plan based upon the information gathered in the previous task, and coupled with the assumptions and funding source requirements identified and developed in this task to form a master site plan layout. RRM will develop a list of the Project Build Out Assumptions and a DRAFT Project Description. Additionally, upon the start of Task A.2, RRM's Sustainability Coordinator will present the City's voluntary green building program and its possible impacts on the scope of the project to the Project Team. This discussion will include a discussion about the broad goals and objectives of the City . in the planning and designing of the project to attain the City's Green Apartment Plus rating. Consideration will be given to the sustainability ;group ea0n9 en.vwmer�tr peapk <npy' elements of the Tax Credit Program if they differ from the City's GAP rating. Deliverables: • Coordinating, updating, maintaining and managing of a project data and materials developed by the project team • Summary build -out assumptions towards the development of the project as reflected in Conceptual Master Site Plan a Project Build Out Assumptions „ DRAFT Project Description • Preliminary Green Building Checklist and Approach • Updated Project Schedule Meetings: • One (1) Coordination Meeting - 4 hrs Duration: • Four (4) Weeks Task A.3: GPA / RZ Application and DRAFT Development Plan This task will be focused on refinement of the material prepared and approved in the previous tasks, in order to prepare and submit for a GPA/ RZ application and the Draft Development Plan. RRM will prepare a complete set of Development Plans, including the proper number of copies. These plans will include: • Cover page • Master Site Plan indicating building footprints, property lines, streets, easements, existing utilities, proposed utilities (both above and below ground), property line and other setbacks, sidewalks, driveways, trails, parking areas, landscape areas, and land use adjacencies 50' beyond the property limits. The site plan will also indicate topographic data. • Conceptual building plans showing architectural elevations (4 cardinal directions), including adjacent buildings, height dimensions, roof rrmja . ,i ;groupill <rta4ny enNrommmt� pwpk enoy' Approach heights, building materials identified and keyed to color board. Note: Full color elevations are due prior to Planning Commission review. • Grading plans depicting the existing and proposed topographic limits of grading in 2' and 5' increments as appropriate, cut/fill quantities, site cross sections, finished slope grades, drains and v -ditches, retaining walls and elevations. • FEMA Special Flood Hazard Area limits. If in a flood district, the location, dimension, water surface elevation and flow direction of existing and proposed drainage swales, intermittent streams, creeks, etc., will be identified. • Roof plans depicting ridges and valleys, drainage direction, mechanical wells and sections showing how mechanical units will be screened from view. • Master Landscape Plans describing type, number, location and container size of plant species. • Irrigation system showing irrigation valves, controllers, boxes, backflow devices, irrigation lines and heads and existing trees to be preserved. • Site Lighting Plan with location and catalogue sheets of proposed light fixtures. A photometric analysis of measured footcandles and photometric summary will be provided. • Construction details showing wall, door and window sections; window and door schedule; retaining wall sections and elevations; trash enclosure design; project identification signage and fencing. • Color and Material boards indicating all finish materials, paint/stain colors of all building elements, roofing material samples. Additional reports and information will be provided including: • Preliminary Biological Investigation report. • Water Quality Management Plan 14 - San Juan Capistrano CRAI The Groves at Williams Ranch 5 Approach • Establishment of Jurisdictional Boundary between Trabuco Creek and Development Site • Hydrological Analysis, evaluating the flood impact of the project. • Floodplain Land Use Permit Statement of Justification detailing how the project will comply with Floodplain Management District. • Boundary Survey, preparation of legal descriptions, lot line adjustment map, and draft Grant Deeds for Lot Line Adjustment application. • Tree Survey of all existing trees over 6" in diameter, prepared by an Arborist indicating tree type, diameter, height, location, condition and disposition. • An electronic disk of an Excel Spreadsheet. of the property owner's mailing list for all real properties within 500 feet of the project including the assessor parcel number, name and mailing address; a copy of the relevant assessor parcel map(s) delineating the limits of the 500 foot public notice area; a signed affidavit by the person responsible for making the list attesting to its accuracy and its compliance with Title 9.. • One set of Development Plan reductions in hard copy and .pdf format. RRM will prepare and submit completed applications for: • General Plan Amendment (GPA) • Rezone (RZ) • Architectural Control (AC) • Lot Line Adjustment (LLA) • Flood Plain Permit RRM will also coordinate the preparation of a title report with the City's Title Company, within 30 days of application submittal. RRM's Sustainability Coordinator will update the project's green building program and its impacts on the scope of the project to the Project Team. 6 San Juan Capistrano CRA I The Groves at Williams Ranch This update will begin to focus the specific implementation ideas of the project to attain the City's Green Apartment Plus rating. Deliverables: • GPA/RZ applications • Technical Studies • DRAFT Development Plan • Fifteen (15) sets of development plans in hard copy and one (1) electronic copy in color.pdf format. • Updated Green Building Checklist • Updated project schedule Meetings: • Four (4) Progress Meetings - 2 hrs each • One (1) Preliminary DAB Meeting — 2 hrs Duration: • Twelve (12) Weeks Task A.4: Administrative Review of DRAFT Application and Development Plan The RRM Design Group team wilt receive the comments and suggestions made by the City's Design Advisory Board after their administrative review, and shall incorporate those comments into the development plans. These revised development plans will be resubmitted to the City for distribution to the various City Boards and Commissions reviews and input. Deliverables shall include items necessary to comply with the minimum submittal requirements and application notification procedures in Section 9-2.302 of the SJCMC. Deliverables: • Forty Two (42) sets of revised preliminary development plans incorporating comments and suggestions from DAB. Meetings: • One (1) Coordination Meeting - 2 hrs Duration: • Four (4) Weeks rrm..= group��� crnr�rg ennror�mmu people m�oy' Task A.5: Initial Public Review of Draft Development Plan This task provides review and commentary by the City's various departments and committees on the preliminary developments plans submitted in the previous task. Specifically, the submitted plans will be reviewed by: • The Design Review Committee (DRC) — shall make recommendations on the design of the project pursuant to the policies of the City's General Plan Community Design Element and architectural design guidelines to the Planning Commission. • The Housing Advisory Committee (HAC) — shall review the plans for consistency with the City's General Plan Housing Element, and making recommendations to the Planning Commission. • The Parks, Recreation and Equestrian Commission (PR&EC) — shall make recommendations to the Planning Commission on the project development's design standards relative to private and public recreational facilities and impacts/connectivity to the City's multi -use system of trails. • The Transportation Commission (TC) — shall review and comment on the project in regards to impacts on the City's circulation system and impacts on public transportation, traffic regulations, parking standards, and vehicular/ pedestrian movement. Their comments shall be directed to the Planning Commission. • The Planning Commission (PC) —will study and make recommendations to the City Council on amendments to the City's General Plan, and to approve, deny or approve with modifications/ conditions, the development plans. • The RRM Design Team will incorporate and resubmit any pending items identified and/or requested by the City's Boards and Commissions. These revised FINAL draft development plans are intended for re -review rrm::- group ifl neatly endronm ncs c�Ge enloy" Approach by the various City Boards and Commissions and for Public Hearing by the Planning Commission, Community Redevelopment Agency Board of Directors and City Council. Deliverables: • Fifty One (51) sets of revised FINAL draft development plans • Additional items necessary to comply with the applicable notification procedures in Section 9-2.302 of the SJCMC Meetings: • One (1) Coordination Meeting - 2 hrs • Five (5) Commission Meetings (DRC, NAC, PR&EC, TC, PC: one each) — 2 hrs each Duration: • Six (6) Weeks Task A.6: Public Review of Final Draft Development Plan This task provides for final review and commentary by the City's various departments and committees on the revised draft developments plans submitted in the previous task. The submitted plans will be reviewed by: • The Design Review Committee (DRC) • The Housing Advisory Committee (HAC) • The Parks, Recreation and Equestrian Commission (PR&EC) • The Transportation Commission (TC) • The Planning Commission (PC) • The City Council (CC) / The Community Redevelopment Agency Board of Directors (CRA) Following any action taken by the City Council, the RRM Design Group team will incorporate any final edits and modifications into the development plans. It is assumed that one (1) set of minor revisions will be required to incorporate the final City Council/CRA actions. San Juan Capistrano CRAI The Groves at Williams Ranch 7 Approach Deliverables: • One (1) set of revised FINAL Development Plans in electronic color , pdf format Meetings: • One (1) Coordination Meeting - 2 hrs • Six (6) Commission/Council Meetings (one each) — 2 hrs each Duration: • Twelve (12) Weeks 4 weeks for DRC/HAC/PR&EC/TC 4 weeks for Planning Commission 4 weeks for City Council and the CRA Board Task A.7: Project Coordination This task includes coordination with City staff, various departments, sub -consultants and interest groups throughout the duration of the project. This task allows for the necessary coordination between project team members and City staff throughout the GPA/RZ Application and Development Plan process. This coordination will include informal teleconferences, research correspondence, record keeping, project coordination, report production, electronic file management, graphic preparation and all other required coordination during the project, and is estimated, for purposes of this proposal, to involve and average of 4hrs/ week for the 40 week duration of the project. Deliverables: • Ongoing project coordination, management, meetings and correspondence Meetings: • Tbd — estimated @ 4hrs/week for duration of project (40 weeks) Duration: • Within overall project schedule 8 San Juan Capistrano CRA I The Groves at Wiiliams Ranch Task A.8: Economic Analysis of Project To assist the City with the development of a comprehensive economic approach to the project, RRM's affordable housing economic consultant will prepare an analysis of the project exploring funding and design options necessary to maximize the project's eligibility for Low Income Housing Tax Credits and other affordable housing funding sources. This is a highly technical aspect to the project, and RRM's economic consultant David Nahas with Veloce Partners will provide the expert level of support and experience necessary to take full advantage of funding sources and tax credits available. There are two approaches to take in this regard. The first would be a narrative discussion of the pros/cons and likely requirements to be eligible for tax credits and public funding. Additionally or alternatively, the second approach would provide a model to show the actual amounts in action which would be more helpful to the City. In order to do the second approach, a set of working assumptions about project cost would need to be developed. Together with the City, a decision on how to address the cost assumptions would be determined, as tax credits are a function of total cost RRM and our team of consultants will update the project development plans based upon the information gathered by our economic consultant and approved by the City, coupled with the assumptions and funding sources identified and developed in the previous tasks to form the master site plan layout. Deliverables: • Identification of targeted economic strategies including tax credits and other affordable housing funding sources • Summary economic approach (financial model) /EEz/ Voup ffn <rerlNg em:mnme.,ts peopk enjoy" towards the development of the project • As required, revisions to • Conceptual Master Site Plan • Project Build Out Assumptions • DRAFT Project Description • Revisions, as required, to the Preliminary Green Building Checklist and Approach • Revisions to the Project Schedule to include relevant funding tasks and approximate time to gather proposed affordable housing funding source commitments. Meetings: • One (1) additional Coordination Meeting (beyond those in Task A.2) - 2 hrs Duration: • Within overall project schedule TASK B: CEQA Review The Groves at Williams Ranch Development Project involves development of a 25 to 30 affordable housing development on a two -acre site located west of Camino Capistrano. Based on our preliminary review of the project and experience in the project area, it appears that, with the appropriate mitigation, project -related effects can be mitigated to a less than significant level. Therefore, an IS -MND appears to be the appropriate environmental document under CEQA. The IS -MND will evaluate each of the issues on the City's environmental checklist. To the degree feasible, impacts will be quantified. A determination of significance will be made for each issue area and mitigation measures will be provided as necessary for identified significant effects. For purposes of this proposal, we assume that an IS -MND will be the appropriate document for the project; however; in the event that it is determined that an identified impact may not be mitigable to below a level of significance ova rrm:., �,). i:group aeMin9 emnonment, pxpk <n�ay Approach an Environmental Impact Report (EIR) must be prepared. We will contact the City immediately to determine an appropriate course of action. In preparing an Initial Study of the environmental impacts the development project may have, RRM's team shall meet with City staff, conduct field investigations, photograph the site, gather pertinent information, contact responsible jurisdictional agencies, assist in the preparation and issuance of Public Notices, assist in the posting and appropriate filing of notices, and attend requisite public meetings. We propose to peer review any applicant -prepared studies or other relevant studies and use information from these studies as appropriate in the IS -MND. New technical studies will be provided in the areas of cultural resources (ECORP), traffic (Urban Crossroads), and biological resources (Rincon Consultants). The following is a description of the approach to Key Technical Issues regarding the preparation of an IS -MND and is included in scope of work in Task B. Cultural Resources The Cultural Resources report will be conducted by ECORP, using professionals who have worked in the vicinity of the project site. Preliminary Archaeological Report A records search will be obtained from the South Central Coastal Information Center of the California Historic Resources Information System, located at CSU -Fullerton. The records search will provide information on previous investigations that have been conducted within a 0.5 -mile radius of the Project area. In addition, the record search will identify known cultural resources located within 0.5 -mile, including prehistoric and historic -period archaeological sites and historic -age structures San Juan Capistrano CRAI The Groves at Williams Ranch 9 . Approach and features. The records search will also determine if there are any previously recorded resources listed on or determined eligible for listing on the National Register of Historic Places (NRNP) and the California Register of Historical Resources (CRHR). A sacred lands file search will be conducted by the California Native American Heritage Commission (NAHC). A list of Native American contacts for the area will also be requested from the NAHC. Letters requesting information about cultural resources of concern to Native Americans will be sent to the contacts on the list. Responses will be included as an appendix to the report. A field survey of the 2 -acre parcel where The Groves will be developed will be conducted by a qualified archaeologist. The Project area will be examined for evidence of cultural resources, including prehistoric and historic -period (i.e., over 50 years of age) archaeological deposits and features and historic -period structures or objects. If any resources are encountered, they will be recorded and mapped in detail in accordance with the standards of the California Office of Historic Preservation (OHP). California Department of Parks and Recreation (DPR) 523 Primary and Archaeological Site Records will be prepared for archaeological sites and Primary Records will be prepared for historical structures or objects. A preliminary archaeological report, as defined by the City, will provide the results of the records searches and field survey. The report contents will conform to City of San Juan Capistrano Council Policy 601. The report will be prepared by an Orange County Certified Archaeologist who is also a Registered Professional Archaeologist (RPA), as required by the City. The report will contain the results of the records searches and will provide the methods and results of the field survey. Any cultural resources 10 San Juan Capistrano CRA I The Groves at Williams Ranch that could be impacted by the project will be identified in the report. The report will also present recommendations for further work, if needed, to evaluate any cultural resources that may have been identified by the survey. Cultural Resources Environmental Document Section The cultural resources section of the CEQA environmental document for the Project will be prepared. The cultural resources section will contain a prehistoric and historical context for the Project area and will discuss cultural resources identified in the Project vicinity and on the Project parcel (if any). The laws, ordinances, and regulations applicable to cultural resources that could be impacted by projects in the City of San Juan Capistrano will be discussed. If any cultural resources are identified that could be impacted by Project development, the impacts will be analyzed. If the impacts will be significant, mitigation measures will be provided. If no impacts to specific cultural resources are identified, the City's required measure for On - Site Monitoring and Mitigation Enforcement for Historic Resources will be included. Traffic Impact ReportAreas related to transportation / traffic that must be addressed in the context of the Initial Study include the potential for the project to cause an increase in traffic, exceed, either individually or cumulatively, a level of service standard, increase hazards, result in inadequate emergency access or parking capacity, or conflict with adopted policies, plans or programs supporting alternative transportation. Preliminary project trip generation calculations indicate that the proposed project will generate less than 20 peak hour trips. This portion of the Initial Study would provide a defensible basis for the environmental documentation. However, the legal standards for a challenge to a Negative J rrma _ si,- regroup ��� Declaration or Mitigated Negative Declaration are less stringent than those for an Environmental Impact Report. The traffic impact report will address the topics required by the California Environmental Quality Act (CEQA) in the context of the Initial Study. The level of analysis is limited to theoretical consideration of off-site impacts intended to quantitatively demonstrate that the project will not impact off-site intersections along Junipero Serra Road. This will be accomplished for near- term (and long range) conditions by quantitatively demonstrating that the project traffic contribution is too small to significantly impact the already congested intersections along Junipero Serra Road. Project traffic generation for the current land use and zoning, and the proposed land use and zoning, will also be calculated to demonstrate that the change in project land use will result in a less than significant increase in traffic. Biological Resources and Arborist Report Upon authorization to proceed, Rincon would consult with the California Department of Fish and Game (CDFG) California Natural Diversity Data Base (CNDDB) and the United States Fish and Wildlife Service and other appropriate resource agencies and conservation organizations (California Native Plant Society) for information on the potential presence of special -status species, species of local importance, and potential migration corridors present on or adjacent to the site. Following this background material review, Rincon would perform a site reconnaissance survey and tree inventory on the subject property to evaluate the existing natural conditions, their potential to support special -status botanical or wildlife resources and a general health. assessment of existing mature trees. We will prepare a report along with a habitat map rrm group 01 aee,irg fnNNnmmb PeaPk eiµry' Approach identifying the tree locations, plant communities or habitat types observed on the site, as well as the locations of the onsite natural drainage features. The report will include: The methodology of the study: • A summary of the available existing information and data used in the analysis (i.e.: review of the California Natural Diversity Data Base); • Photo -documentation of the existing site conditions; • Description of site conditions, including habitat types and surrounding development; • Tree Inventory indicating type, diameter, height, location, condition and disposition of all mature trees as prepared by a Certified Arborist. • Mapped and textual results of the survey (i.e. special -status plant and wildlife species observed onsite, tree locations); • Potential impacts of the proposed development; and • Recommended mitigation measures to adequately offset impacts to sensitive resources. The map will illustrate the boundaries of distinct vegetation, or habitat, types based on plant species dominance using the Sawyer and Keeler - Wolf classification system (1995). The map will identify the locations of all mature trees within the project site, any rare plants, animals, or plant communities of special concern, if encountered during the survey within the proposed project site or within an area extending up to 500 feet outward. Identification and mapping of potential special -status species habitat will be based on a habitat suitability analysis level only and does not include definitive surveys for the presence or absence of the species that may be present. Definitive surveys for special -status plant and wildlife species often require specific survey protocols requiring extensive field survey time to San Juan Capistrano CRAI The Groves at Williams Ranch 11 Approach be conducted only at certain times of the year. As part of this analysis, Rincon will provide an impact evaluation and recommendations in the form of mitigation measures regarding potential limitations to implementation of the proposed repair'project. The evaluation of potential impacts to special -status species will be based on the probability of the presence or absence of each potential species to occur at the site. We will recommend mitigation measures to adequately offset impacts to sensitive resources, if identified; these mitigation measures may include avoidance, minimization, re-establishment, or compensation. Greenhouse Gases Analysis Global climate change (GCC) has been recognized by the State of California as an issue of increasing importance within the context of CEQA analysis. California Senate Bill 97 (SB 97, signed in August 2007, acknowledges that climate change requires analysis under CEQA. In April 2009, OPR released draft amendments to CEQA that provide direction to the nature of how GCC will need to be addressed in EIRs, pending input from the public and agencies. The Resources Agency is required to certify or adopt these guidelines by January 1, 2010. Until such time as the draft CEQA guidelines are certified or adopted, the California Attorney General's Office has indicated that lead agencies must analyze and determine the significance of greenhouse gas (GHG) emissions as part of project- and program -level environmental analysis under CEQA. Rincon proposes to prepare a GHG section that focuses on the impacts of the proposed on climate change, as well as the impacts of climate change on the project region. Rincon will consult with SCAG; the SCAQMD, and other appropriate stakeholders to ensure consensus 12 San Juan Capistrano CRA I The Groves at Williams Ranch on the technical approach to the analysis. Rincon has prepared climate change analyses for a wide variety of development projects, general and specific plans, and transportation plans since the passage of AB 32 in 2006, SB 97 in 2007, and SB 375 in 2008. The analysis will include a comprehensive inventory of the three primary GHGs, including carbon dioxide (CO2), methane (CH4), nitrous oxide (N2O), as well as a qualitative discussion of other GHGs, including hydro fluorocarbons (HFCs), perfluorocarbons (PFCs), and sulfur hexafluoride (SF6). The analysis will be conducted utilizing current emission inventory models, based on ARB -certified emissions factors in the EMFAC2007 model, along with emission factors from other guidance documents, including the California Climate Action Registry's General Reporting Protocol, the Climate Registry Local Government Operations Protocol from the California Air Resource Board, California Climate Action Registry, and ICLEI — Local Governments for Sustainability. The analysis would note that currently no air district in California, including SCAQMD, has yet adopted a significance threshold for GHG emissions or a specific methodology for analyzing air quality impacts related to greenhouse gas emissions. However, several districts are in the process of adopting such thresholds and methodologies. In particular, the courts have recently found that projects should consider CAPCOA's January 2008 assessment methods and discussion regarding attainment of the emission targets in their cumulative analysis (Center for Biological Diversity v. Town of Yucca Valley, May 2009). Since various threshold amounts are under consideration as cumulatively considerable (e.g., SCAQMD is considering 10,000 metric tons for industry and a screening W / rigroupill �rtatln9 enNm�vnm4 people aypy' level of 3,000 metric tons for other uses), our analysis will be based on providing information that is current with this evolving issue. Project compliance with GHG reduction strategies contained in federal and state laws, any existing regional GHG reduction plans or strategies, the California Climate Action Team's (CCAT) Report to the Governor, and the California Air Pollution Control Officer's Association (CAPCOA) white paper will be assessed. Major categories of GHG reduction strategies include transportation planning decisions that reduce VMT, design elements that increase fuel efficiency, and energy efficiency measures. Project design elements that reduce VMT, increase fuel efficiency, or reduce energy use will equally reduce criteria and GHG emissions on a percentage basis. The section will also discuss the impacts of climate change on the proposed project, and review how impacts to existing infrastructure as a result of climate change may affect implementation of the project. This analysis will look at the potential impacts climate change may have on energy use, ambient air quality, sea level rise, and other environmental issues that could impact the proposed project. The analysis will be based on the most recent scientific evidence and policy direction through the State, in addition to other available assessments, such as available information from the California Adaptation Strategy (CAS). Based on the current state of the practice and preliminary direction from SCAQMD, Rincon recommends that the significant of the project's cumulative contribution to GCC be considered potentially significant if the project would: • Exceed CAPCOA's suggested quantitative, non- zero thresholds for GHG emissions; or • Be inconsistent with the emissions reduction rrm;: � _, group ■{i Approach strategies contained in the California Climate Action Team's (CCAT) Report to the Governor, which propose a path to achieve the greenhouse gas reduction targets set forth in AB. 32. Projects can ensure compliance with CCAT strategies by incorporating appropriate design features, including: vehicle trip reduction strategies; providing multi -modal transportation options; increasing energy efficiency beyond Title 24 requirements; increased recycling; and incorporating green building technology. If the proposed project complies with appropriate strategies to reduce GHG emissions to the levels required by AB 32, it follows that the project would have a less than significant cumulative impact related to global climate change. As necessary, mitigation measures will be developed from emissions reduction strategies in the Attorney General's mitigation measure list, the California Climate Action Team's (CCAT) Report to the Governor, as well as the California Air Pollution Control Officers Association (CAPCOA) white paper, CEQA and Climate Change. In addition, the project may also be able to reduce its cumulative contributions to GHG emissions by contributing to available regional, state; national, or international mitigation programs such as reforestation, tree planting, or carbon trading. Hazards and Hazardous Materials The analysis of impacts relating to hazardous materials will be performed under the direction of Rincon's Professional Geologist/Certified Hydrogeologist. The analysis assumes that the City possesses a Phase I Environmental Site Assessment (ESA) that examines the potential for hazardous materials to be present on the site. Note: If this is not the case, The RRM team can prepare an ESA A"_ San Juan Capistrano CRAI The Groves at Williams Ranch 13 Approach for an additional fee. This report would involve a records search, general field reconnaissance, and interviews with knowledgeable parties, will be an appendix that will be summarized in the EIR hazards section. This section will be overseen by Rincon's Registered Environmental Assessor and Certified Hydrogeologist to determine if past uses on the other parcels may have contaminated subsurface soils. The findings of any available studies will also be incorporated into the impact analysis for the project. Since the site is vacant, the focus of the analysis will be on the potential for past uses to adversely impact construction and residential occupation phases of the project. The presence of hazardous constituents in the soils has the potential to affect the suitability of the site for residential use, construction methods and timing of development as well as human health and safety. Hydrology and Water Quality This section will focus on the potential effects of this runoff and increased non -point source discharges such as parking lot and other urban runoff on downstream water quality. The analysis will be based on existing information sources, including but not limited to the applicant's preliminary grading plan and hydrology and drainage analysis, the City's Master Drainage Plan, and other hydrology studies that may be available for planning area. Regulations under the federal Clean Water Act and the State Water Resource Control Board require that the project comply with the National Pollutant Discharge Elimination System (NPDES). The project will need to comply with Clean Water Act (NPDES) storm water permit requirements, including appropriate mitigation measures, termed Best Management Practices (BMPs), as outlined in the applicable Stormwater 14 San Juan Capistrano CRA I The Groves at Williams Ranch Quality Urban Impact Mitigation Plan (SQUIMP). We will review any available studies, contact the City Engineer and flood control authorities, and summarize the findings in the Hydrology and Water Quality section of the EIR. Specific tasks to be undertaken as part of this scope of work include: • Site visit to review local drainage characteristics; • Review of any City -provided drainage and grading plans and hydrology/drainage report, as available; • Review of literature sources and contact local authorities to establish existing storm flow and potential flooding through property and existing downstream drainage problems; • Assessment of impacts as a result of increased runoff from the site development; • Identification of potential drainage deficiencies associated with proposed drainage facilities; • Identification of feasible mitigation measures to avoid flooding impacts and retain increased project storm flows within the site; and • Review, assessment, and identification of feasible mitigation measures for proposed best management practices for stormwater quality management in accordance with applicable NPDES requirements. The scope of work described below includes all tasks needed to prepare an IS -MND for the proposed project. Task 6.1: CEQA Kick -Off Meeting As part of the kick-off meeting, the RRM Design Group team will meet with the City to coordinate expectations regarding the environmental assessment study tasks. items to be discussed include: rrm .I ; ;:- igroup astlnq enNrorimmu p•o,Ae eryoy • CEQA project description • CEQA process • CEQA schedule • Document format • Site Visit RRM Design Group will also review existing environmental documentation provided by the City as well as investigate City policies at the general plan and zoning level. Coordinated with Task A.1, additional site specific investigations and reporting will be initiated which include topographic and boundary surveying; traffic studies, cultural resources investigation, arborist report, geotechnical investigations, noise studies, and flood plain investigation. Deliverables: • Written work plan that outlines the project goals, schedules and process which also includes a responsibility matrix. • City provided materials to the RRM Design Group team • Policy materials provided by RRM research Meetings: • One (1) Kick -Off Meeting - 2 hrs Duration: • One (1) Week Task B.2: Field Reconnaissance RRM shall conduct field reconnaissance and site visits to observe and photo -document the plan area. Physical characteristics of the site will be examined, such as: • Current land use compatibility, • Onsite resources and physical site conditions • Visual quality RRM's previous completed work in producing the conceptual yield study for this project will expedite the information gathering due to our rrmr!:: `,'group {� � neNl, enNrnornenu people enjoy Approach familiarity with the project and site specific areas of concern. Meetings: • None Duration: • Two (2) Weeks Task B.3: Data Gathering and Evaluation Together with City staff, RRM shall gather and review existing data and analyses applicable to the proposed development. This information shall be evaluated in order to gain an understanding of the available information that can be included as part of the overall environmental review. The RRM team will review, at a minimum: • The SJC General Plan • The SJC Zoning Ordinance • The RRM prepared feasibility study • An initial archaeological study • An initial geological study Contact with public agencies will include discussions with the City of San Juan Capistrano Planning Department, U.S. Army Corps of Engineers Regulatory Branch, and City public works officials. Local service providers will be consulted regarding anticipated service demands and existing service levels in the project area. This task includes reviewing and incorporating the findings of available technical reports prepared for the project (e.g., geotechnical report, Phase I Environmental Site Assessments). New special studies for traffic, cultural resources, and biological resources, including impacts to subject site trees will be initiated. Meetings: • One (1) Coordination Meeting - 2 hrs Duration: • Two (2) Weeks San Juan Capistrano CRAI The Groves at Williams Ranch 15 Approach Task 8.4: Project Description RRM will collaborate with City staff in the development of a comprehensive project description. RRM will work with the City to ensure that the project description provides the appropriate level of detail to meet the City's objectives. RRM will prepare a draft list of project objectives as required by CEQA. The project description shall also include a statement describing the intended uses of the EIR and shall include a list of agencies expected to use the EIR, a list of permits and other approvals required to implement the project and a list6 of related environmental review and consultation requirements required by Federal, State and local laws, regulations and policies. This includes, but is not limited to, Section 106 of the National Historic Preservation Act, and Senate Bill 18 tribal consultation required for General Plan Amendment. The DRAFT project description will be submitted to the City for review and approval prior to the RRM team conducting any impact analyses. Deliverables: • DRAFT Project Description for review by the City • FINAL Project Description for approval by the City Meetings: • Two (2) Coordination Meetings - 1 hr each Duration: • Eight (8) Weeks Task B.5: Initial Study and CEQA Documentation RRM will prepare an Initial Study and a determination will be made as to whether the project plan can be approved under a Negative 16 San Juan Capistrano CRA I The Groves at Williams Ranch Declaration, a Mitigated Negative Declaration (MND) or if a full EIR is required. The Initial Study will seek to mitigate potentially significant impacts with appropriate mitigation measures and specific development design features consistent with and appropriate to the provisions of CEQA. Upon completion of the Initial Study, we will determine whether mitigation measures can be developed that when implemented, would reduce all environmental impacts to a less than significant level. If so, we will prepare a Negative Declaration for the project. Section 15070 of the CEQA Guidelines states that: A Negative Declaration (ND or MND for Mitigated Negative Declaration) shall be prepared for a project subject to CEQA when either: • The Initial Study shows that there is no substantial evidence that the project may have a significant effect on the environment, or • The Initial Study identified potentially significant effects but: Revisions in the project plans or proposals made by or agreed to by the applicant before the proposed Negative Declaration is released for public review would avoid the effects or mitigate effects to a point where clearly no significant effects would occur, and There is no substantial evidence before the agency that the project, as revised, may have a significant effect on the environment. The Negative Declaration will include all of the components defined in Section 15071 of the State CEQA Guidelines as follows: • A brief description of the proposed project, including the common name of the project; • The location of the project, shown on a map and the name of the project proponent; • A proposed finding that the project will not have r✓ rrm : s group 01 outing a wmmmb propk enjoy" a significant effect on the environment; • An attached copy of the initial Study documenting reasons to support the findings; and • Mitigation measures, if any, included that will avoid potentially significant effects. The Negative Declaration will be prepared in a format that allows the findings to be easily incorporated into the City's staff report for this project. An administrative draft report will be prepared for City staff review. We do not anticipate that extensive changes will be made to the document as a result of this review cycle. If the Initial Study determines that the development requires a full Environmental Impact Report, RRM shall stop work and prepare a new scope and fee for the preparation of an EIR for the City's consideration and approval. RRM shall coordinate with the California Dept of Fish and Game to receive a "No Effect Determination", if eligible, prior to Notice of Determination. The City shall provide its significance criteria that are part of the City's adopted CEQA guidelines. Deliverables: • Initial Study • Initial site investigations and studies • Topographic survey • Boundary survey " Aesthetics (incl. shadow modeling) n Air Quality • Arborist Report • Biological Resources Cultural Resources • Flood Plain data • Geology and Soils Greenhouse Gas Analysis Geotechnical Investigation rrmr ; : group IN creating mvvonmenp,xoFk enjoy' Approach • Hazards and Hazardous Materials • Hydrology and Water Quality • Noise n Other CEQA Issues • Transportation/Traffic • Determination of CEQA approach Meetings: • Two (2) Coordination Meetings - 2 hrs each Duration: • Eight (8) Weeks Task 13.6: Notice of Intent to Adopt a Mitigated Negative Declaration The CEQA Guidelines provide some discretion with regard to the required length of the public review for local projects for which a Negative Declaration has been prepared. For most projects, we recommend a public review period of 30 days, which is the minimum time allowed for projects submitted to the State Clearinghouse and posted to the Orange County Clerk's office. For this proposal, we have assumed that the RRM team will prepare the Notice of Intent to Adopt a Negative Declaration and the Notice of Determination, in accordance with CEQA guidelines and SJC's "Local Guidelines for Implementing the California Environmental Quality Act", but that the City will circulate these documents, publish newspaper notifications required by CEQA, and provide all other public and property owner notifications including both interested individuals and required adjoining _property owners within 500 feet of the project limits. In addition, it is assumed that the City or project applicant will pay the California Department of Fish and Game fees due at filing of the Notice of Determination, as applicable. Deliverables: • Notice of Intent to Adopt a Mitigated Negative Declaration • Distribution of Notice to County Clerk, State Clearinghouse, adjoining property owners and f" San Juan Capistrano CRAI The Groves at Williams Ranch 17 Approach interested individuals Meetings: • One (1) Coordination Meeting - 2hrs Duration: • Six (6) Weeks Task 6.7: Preparation of Response to Comments Prior to approving the project, the CEQA Guidelines require that the City of San Juan Capistrano consider the proposed MND together with any comments received during the public review process. For this component of the work program, RRM shall coordinate with City staff on an approach to the environmental responses following the close of the public review period. We plan to prepare a written response to each comment received. All comments and written responses will be presented in a separate chapter within the Final IS -MND. This chapter shall include: • A List of persons, organizations and Agencies who commented on the Draft IS -MND • Responses to environmental comments made during the public review process • Any necessary text, table or figure changes to the NOD/MND. Because the extent of public interest and comment on this project are not known at this time, it is difficult to gauge the level of effort necessary for this task. We have budgeted 8 hours of professional time to accomplish this task. When approving a project for which a Mitigated Negative Declaration has been prepared, the Lead Agency must adopt a Mitigation Monitoring and Reporting Plan (MMRP) for those mitigation measures included in the Negative Declaration or made a condition of approval to avoid significant effects of the project. This task would include the preparation of an MMRP in accordance with CEQA requirements. Essentially, this plan will 18 San Juan Capistrano CRA I The Groves at Williams Ranch take the form of a detailed table that will compile all of the mitigation measures developed within the Negative Declaration, as well as information necessary to monitor compliance with each measure. The program will include: • Suggested wording as a condition of approval • Identification of persons/agencies responsible for monitoring compliance with each condition • Timing (when monitoring must occur) • Frequency of monitoring • Criteria to be used to determine compliance with conditions Deliverables: • Response to Comments document • Updates to the NOD/MND • MMRP Meetings: • One (1) Coordination Meeting - 2hrs Duration: • Two (2) Weeks Task 13.8: Work Program Refinement Based upon the information compiled during the Initial Study and CEQA determination process, it may become necessary to refine or revise the DRAFT project development plans. If such revisions are required, a new scope and budget will be prepared for consideration and approval by the City. Deliverables: • Unknown revisions to the Project Development Plans Meetings: • tbd Duration: • tbd Task B.9: Jurisdictional Delineation Upon your approval, Rincon will conduct a Jurisdictional Delineation according to U.S. Army Corps of Engineers (ACOE), CDFG, and the County guidelines to identify wetlands rrm: :;; _;;?group Hi and/or waters that may be present within the project's impact area up to 1,000 linear feet (500 feet up- and down -stream). We anticipate that the jurisdictional delineation may be used to acquire resource agency permits if necessary. Therefore, we recommend preparing a stand- alone Jurisdictional Delineation report at this time that can be used in the future permitting of the project. If desired, we would propose to prepare a Jurisdictional Delineation Report to be included as an appendix to the Biological Resources Assessment Report. We estimate that this task will require approximately 24-36 hours of staff time. Defiverables: • Jurisdictional Delineation Report Meetings: • One (1) Coordination Meeting — 2 hrs Duration: • Within overall project schedule PHASE II: Construction Documentation NOTE: This project workscope assumes the standard design/bid/build approach to implementation of the design. RRM and our consultants are well versed in alternative delivery options including Design/Build and Lease/ Lease -Back. If the City desires to consider these alternative delivery options, RRM would be pleased to discuss such an undertaking. TASK C: Preparation of Construction Documents Necessary for Building Permits Task CA: Enhanced Schematic Engineering Report Subsequent to the approval of the CEQA documentation and the FINAL Draft Development Plan by the City Council, RRM Design Group will begin the schematic design and engineering rrm zgroup vrn6nq mnronmmb prople enjoy' Approach of the proposed development. This will include schematic level civil, landscape, structural, mechanical, and electrical designs and very preliminary architectural detailing. RRM will prepare an outline specification and finish schedule for the project. Included in this report will be specific items, equipment and finishes that the City desires to be included in the Groves at Williams Ranch, and which may be required to accommodate funding requisites. All approved design work from the Entitlement Process will be incorporated into the Schematic Design of the project. Sustainable design is an intrinsic quality of all of RRM's designs, and we will include this "green technology' into the project, pursuant to the SJC green building program, with the goal of attaining at least the City's Green Apartment Plus rating. "Green" concepts and approaches will be discussed and included in the schematic design of the project. RRM's Project Manager shall also provide a total project schedule for City review to include . the design, permit approval, construction and occupancy of the project. At key milestones along the course of the design, RRM's PM shall update the schedule as to the progress being made. To conclude this phase, RRM Design Group's professional cost estimator will prepare a schematic level opinion of probable cost for the development based upon the schematic level , architectural and engineering drawings. This cost estimate will reflect costs by major systems and/ or components along with a detailed on- and off-site development cost evaluation. RRM's approach is to provide the Cost Estimator with schematic drawings and calculations to enhance the accuracy of the SD cost estimate. This estimate will establish the budget to include San Juan Capistrano CRAI The Groves at Williams Ranch 19 Approach all direct and indirect components of the work such as construction costs; on-site and off-site improvements; utility hook-up services; permits and fees; professional service fees; furniture, fixtures and equipment; signage and graphics. Deliverables: Performance-based enhanced schematic engineering package. This information will include written performance criteria of all of the building systems and finishes, schematic engineering drawings including the basic systems layout, and outline specifications describing the engineered systems and the finishes anticipated to be used in the project. Opinion of Probable Cost Project Schedule Task C.2: Design Development Documents The primary intent of the design development phase is to ascribe the exact size, profile and character of the project design to forma basis for the final construction documents, permit drawings and bid documents. RRM will use this very intense phase of work to pull together all the building and site components and make the crucial engineering and material decisions needed. The City of San Juan Capistrano's project team's participation is essential in this process: the decisions being made during the design development phase of the project will have to balance the cost of construction and established project budget with the livability and long-term maintainability of the development. To reach this balance, our main goals will be the production of • Precise Grading and Street Improvement Plans • Dimensioned plans, sections and elevations to describe the size and configuration of the buildings • Preliminary door and window schedules 20 San Juan Capistrano CRA I The Groves at Williams Ranch Preliminary interior finish schedules Design of all engineered systems including • Structural design with rough member sizing • Rough mechanical layout • Rough plumbing layout and fixture schedule • Rough electrical layout and fixture schedule • Rough landscape and irrigation plans Fire alarm plan Erosion Control Plan (SWPPP) Should the City decide to perform an external, formal Value Engineering review by a professional construction consulting firm, this would be the most cost effective time to do so. Deliverables: Building and site improvement design development drawings — RRM to coordinate consultant deliverables Outline of product specification with Part 1, General Conditions and Product Listing Draft of the general requirements of construction (by City of San Juan Capistrano) Value Engineering Report (by others) Opinion of Probable Cost Updated Project Schedule Task C.3: Construction Documents and Establishment of Construction Cost The RRM Design Group team will prepare final construction documents. RRM assumes that the project will be designed using the most recent edition UBC as adopted by_ the City of San Juan Capistrano, and other current and applicable local codes. The construction documents will include plans, materials and system specifications, engineering reports and calculations. RRM Design Group anticipates submittals to the project team at 90% completion of the construction documents. Concurrent with the rrm igroup «eatiny a rtunme n prof' enpY` review by the City's project team, the 90% plans shall be submitted to the SJC Public Works and Community Development Departments in addition to other potential agencies having jurisdiction over the project for their permit plan check, including the Orange County Fire Authority, and other agencies as required. During the plan check period and review by the City's project team, RRM will perform its final internal QA/QC and constructability review of the documentation, and incorporate those changes into the construction documentation. These reviews are for the purpose of completeness, clarity, consistency, cost versus budget analysis, code compliance, general "constructability", and consultant coordination. Upon receiving plan check comments from both the City and the City's project team, RRM will respond to both City project team and plan check comments and resubmit for building permit issuance. The plans incorporating City and, project team's plan check comments shall be considered the 100% plan set and shall be the basis for construction of the project. RRM will prepare the contract documents for bid packages as directed by the City of San Juan Capistrano. Deliverables: Complete building and site improvement construction drawings Complete project specifications Complete equipment and material cut sheets Engineering calculations and Title 24 energy documentation Final Opinion of Probable Cost update at 90% completion of construction documentation Updated Project Schedule rrm:, ,., groupiki .reAing emlirmmenb peol�e eMoy` Approach PHASE III: Construction Support And Contract Administration TASK D: Construction Support Services Task DA: Project Bidding / Bid Support Services During the bidding process, responding to contractors questions with speed and accuracy are crucial to in receiving a successful bid which results in a clear contract between the City of San Juan Capistrano and the lowest responsive bidder. With most disciplines in- house and local, RRM is set to respond quickly to contractor requests as well as client initiated revisions to the bid documents. During bid review and negotiations, the itemized 90% opinion of cost estimate report will serve as an excellent guideline for adjustment of the contract scope and amount. RRM will assist in the preparation of the bid documents and assist the City of San Juan Capistrano in the preparation and award of the construction contract(s). Deliverables: • Assist the City of San Juan Capistrano in developing and implementing a method which results in a list of prequalified General Contractors (if requested) • Coordinate issuance of bid documentation with City staff • Respond to contractors questions during bidding • Assist in the preparation of drawing clarifications and project addenda • Attendance at Pre -Bid Meeting • Review all construction bids • Updated Project Schedule r-� San Juan Capistrano CRA I The Groves at Williams Ranch 21 Approach Task D.2: Construction Administration / Construction Observation At this point, it is being assumed that the City of San Juan Capistrano shall implement the conventional design/bid/build approach to constructing the Groves at Williams Ranch project. This places RRM into the role of fiduciary representative during the balance of the construction. As one of the City's representative in the field during construction, RRM will be an additional set of Owner's eyes and ears in regards to the quality of materials being installed, adherence to the design intent of the construction documents, and arbitrator in regards to construction questions being asked in the field. This is a very crucial role, and one that RRM does not take lightly. RRM will have a staff architect who specializes in construction administration performing these critical support services. In order to achieve the desired Green Apartment Plus rating, special attention shall be paid to those aspects of the project that involve monitoring and adherence to the City's green building program. Additionally, RRM's Project Manager shall employ a Testing and Inspection firm that is pre -approved by the City of San Juan Capistrano, for testing of all materials as required in the construction documents. Deliverables: • Attend Pre -Construction Conference • Schedule and attend weekly on-site construction progress meetings • Prepare all meeting agendas • Perform weekly site visits during construction • Record and distribute meeting minutes • Response to RFI's within 10 working days of receipt by the architect • Submittal/shop drawing review within 10 22 San Juan Capistrano CRA I The Groves at Williams Ranch working days of receipt by the architect • Review of Construction Project Schedule as submitted by General Contractor • Review of Construction Progress Meeting Minutes • Weekly review and approval of Contractor's job site "red -line drawings" • Clarifications/field questions within 10 working days of receipt by the architect • Green Apartment Plus rating documentation • Review and approval of Contractor's Application for Payment • Issue regular construction reports to the City concerning construction progress and quality of work • Issue proposal requests • Review and processing of Change Orders/ Architect's Supplemental Instructions, if necessary • Review and approval of Contractor's work compensation requests • Issuance of Certificate of Substantial Completion • Project Punch List, walk-thru items • Conversion of Contractor's "red -line" drawings to Record `As -Built" Drawings • Testing and Inspection Reports as provided by the T&I consulting firm Reimbursable Expenses as Incurred Clients shall reimburse RRM Design Group for incidental expenses incurred by RRM Design Group, or any sub consultant it may hire to perform services for the Project, at actual cost plus 10% to cover its overhead and administrative expenses. Reimbursable expenses shall include, but are not limited to, reproduction costs, postage, shipping and handling of drawings and documents, long distance communications, fees paid to authorities having jurisdiction over the Project, the expense of any additional insurance requested by Client in excess of that normally carried by RRM Design Group or its rrm _ . ,; ,group ,reatmy enwrcnnumr peMNe mpy` Approach sub consultants, travel expenses (transportation / automobile / lodging / meals), renderings, and models. Reimbursable automobile travel mileage will be billed at the current IRS business standard mileage rate. Photocopies shall be charged at a rate of $.20 per copy. All other types of RRM Design Group reproductions including, but not limited to, blueprinting, process camera, typesetting, printing, and plotting, shall be billed at RRM Design Group's internal price sheet or, in the case of work sent to outside vendors, at the local vendor's current rate plus 10% to cover RRM Design Group overhead and administrative expenses. rrmd, r; r;group <n.nng mw.mm.,rc, conk mioy ,San Juan Capistrano CRAI The Groves at Williams Ranch 23 A 1 d y m xSS )NIM—m ;! N-F0IOWdV I O< m VmUA WN m'wW'W m G7 OT m y N-dF0WnN, nilIUDmpA1FNWnT� 07 m ZOTnooPvw 0*VzSvoiTOOmTVIgDOAm Zaolm 2yT ¢ mmlnIAG3� a:Nmvl awo n NC o 01 D IavlF1m ^moa'Nyp00ma3 L�rDNDnC • �T 033 OmNonow9N�. '1oN-dm�nAi 'll am a Dm G.T�Dm'3 aj» a IZ F m OpWmDo d �mS p3 ofa0Pm ,yZ9i �IQ o OO 3mm x=InlW� Dd OmD z a 3hW 0 m I— Z13 o 3 m -1 s I IIT OI III a y d i ' 0 • 1 �. '1 I ( I 11 i NiA V A + N m N a0 (n VtO Oo OAIO WOtOOO OO f% O NV n. g n.616 6 n n.6 d d d d d 0 d d 0 m m d m d N 0' d 0, a a�ma� 0 0 0 dil k malnlaannn mn N%,INNNNNN NN%G %G%GG _-�y_GbbG Gi%',b 3 33 3 'ry�ryI 3 n' C�0N46 i6 B-S m� O O m O O = OInm *G�'O 000 g 0` 6 n.0 +'J 0 0 0 m� ;lt:ttiltR�I„;I��>� ❑ a ���Is �o;+olci0o oo oa Ooolo oo olo +00000 m N C ilk >' O O O m � C c W c _ 0 W W �W CIC IT 0 0 0y A + �ANNYN NN 1_SNNN `V 0'00000.0 NEf D �ml r g xl =I Z O 2 s s l i s g _ e 1 11 Project Team Work Performed From RRM Design Group San Clemente RRM's mission and passion is Creating Environments People 232 Avenida Fabricante Enjoy''. Suite 112 T Keith Gurnee San Clemente, CA 92672 From new communities and revitalized urban areas to parks, P: (949) 361-7950 trails and open space; from civic, public safety, to our own offices; F: (949) 361-7955 our designs and our culture embody sustainability, collaboration, innovation, and execution. Legal Entity 9 California Corporation Our expert team of over 70 Architects, Landscape Architects, Planners, Engineers, and Surveyors are passionate about Federal Tax ID implementing your visions. And with offices in San Luis Obispo, # 95-2923783 Oakland, San Clemente, San Diego, and Oakdale, we build strong 3 relationships between people, places, resources, and public Firm Size agencies, Creating Environments People Enjoy® since 1974. Total staff of 70 Mike Sherrod, ASIA, LEED AP rrm .. group .,ua,q rmronmeoc, rwuo�•�mo✓ San Juan Capistrano CRA I Th e G roves at Williams Ranch 25 Principals of the Firm Personnel by Discipline Victor Montgomery, AIA, NCARB 15 California Licensed T Keith Gurnee Architects John Wilbanks, AICP 2 California Licensed Civil Jeff Ferber, ASLA Engineers Erik P. Justesen, ASLA, LEED AP 9 California Licensed Jerry Michael, PE, LS Landscape Architects Greg Peters 5 Certified Planners Debbie Rudd, AICP, LEED AP 3 Licensed Surveyors Warren McClung, ASLA 23 LEED®Accredited Mike Sherrod, ASIA, LEED AP Professionals Tim Walters 6 Architecture Designers Kirk Van Cleave, AIA, NCARB 7 Engineering Designers 24 Planning and UA Designers 2 Survey Technicians 17 Administrative and Secretarial 1 Construction Services 2 Exhibit Designers rrm .. group .,ua,q rmronmeoc, rwuo�•�mo✓ San Juan Capistrano CRA I Th e G roves at Williams Ranch 25 Project Team David Chacon Project Role Project Manager 14 Years of Experience Education Bachelor of Architecture, Architecture, California Polytechnic State University, San Luis Obispo, CA Affiliations American Institute of Architects (AIA), Associate Member Building Institute Association (BIA), Southern California Chapter San Pedro Chamber of Commerce David has been involved in several red evelopment/revitalization projects in Southern California and is part of a firm -wide team of dedicated designers focusing on infill development. His projects create architectural improvements that fit into a cohesive vision for the city, town or community in which they are located. His past tenure with ongoing redevelopment agencies and community development improvement projects allows him to 'hit the ground running' and ensure timely results. Related Project Experience Camino Capistrano Site Study, San Juan Capistrano, CA David developed the yield studies and preliminary program that was designed into a conceptual site plan containing 30 affordable units and amenities tailored to meet tax credit criteria. Oceanside Vision and Strategic Plan, Oceanside, CA David served as lead designer working with staff, the project team and the community to help foster a vision plan for the project area. He participated in public workshops which helped to shape the vision of 288 affordable housing units on 14acres of vacant land along Mission Avenue. Presentations Cottages at Walnut, Bellflower, CA "Downtown Building: Need a David led the design team in the entitlement and implementation of Little Nip/Tuck?" September 8 single family units on less than an acre site. The solid design and 2008, APA Conference, planning concepts led the City to retain the RRM team to author Hollywood, CA the City wide design, guidelines for small lot and design incentive density bonus program in Bellflower. "Port of Los Angeles Community Planning Process," 2002, Bank of San Pedro Lofts, San Pedro, CA Southern California Planning David designed an adaptive re -use project that utilized an existing Congress 1920 bank building and converted it and its adjacent parking lots into a mixed-use project. The project consists of 63 for sale artist loft and penthouse units as well as 6,800 s.f. of commercial space and is seen as a catalyst project for the revitalization of Historic Downtown San Pedro. Bellflower Town Center Plaza, Bellflower, CA David designed a mixed use project working in conjunction with residential and commercial developers for a developer -based RFP process hosted by the City of Bellflower. The design expanded the City's vision for their downtown CORE. 26 San Juan Capistrano CRA I The Groves at Williams Ranch rrm group oe+lny envbanmen<f peWl<enpy" Project Team Kirk Van Cleave, AIA, As Principal -in -Charge (PIC), Kirk will assist the Project Manager NCARB and Principal Planner in the entitlement efforts of the project. Kirk will provide QA/QC of all work product, and be responsible for Project Role in-house resource allocation to ensure that all project schedules Principal -in -Charge and goals are met. Kirk's role includes the early establishment of a teaming approach with the various groups related to the project 30 Years of Experience including the governmental agencies having jurisdiction over the project and design team members. Kirk will also support the Education public community meetings where the facility master plan is being Master of Architecture, with presented. Distinction, University of Michigan, Ann Arbor, MI Related Project Experience Bachelor of Science, Beaty Building, Modesto, CA Architecture, University of Working with the City of Modesto's Redevelopment Agency, the Michigan, Ann Arbor, MI historic mid -rise downtown Beaty Building was evaluated for purchase and conversion to affordable housing units. Kirk, as Registrations Project Manager, led the effort to establish dwelling unit yield 1994, Architect, CA No. C25012 studies, investigate features to maximize eligibility for Low Income 1995, Architect, CO No. C4624 Housing Tax Credits and other affordable housing funding sources, 1986, Architect, IL No. 11398 and to establish an overall project budget for the renovation of the 2006, NCARB No. 60720 building. 2009, Architect, WY No. C2464 The Modesto Mews, Modesto, CA Affiliations The Modesto Redevelopment Agency hired RRM Design Group American Institute of Architects to prepare a conceptual design for two new mid -rise buildings (AIA) No. 30110962 to house Senior and affordable housing units in downtown Urban Land Institute (ULI) Modesto. As Project Architect, Kirk produced a design that was National Council of Architectural used to determine yield, tax credit potential, overall project cost Registration Boards (NCARB) and economic feasibility, as well as to help spark a downtown revitalization in the neighborhood in which the project was being Presentations developed. Ultimately, the project was put on hold due to the costs "Cost Estimation as a Design of required underground parking. However, a private developer Tool: A Comparative Analysis of subsequently picked up the project and has begun further Building Materials, Systems and refinements to the design. Finishes," April 2008, Station Style Conference, Phoenix, AZ EI Centro Downtown Revitalization, EI Centro, CA Architect of record for a new downtown revitalization plaza and covered arcade which included fountain, entertainment stage, continuation of the longest covered walkway west of the Mississippi, decorative and marquis lighting. Specific role includes design, production of construction documentation, coordination of all subconsuitants and construction administration services. =m•nu «,���m„aod.,� San Juan Capistrano CRAI The Groves at Williams Ranch 27 Project Team Diane Bathgate, AICP Project Role Planner 24 Years of Experience Education Bachelor of Arts, Environmental Studies and Psychology, University of California, Santa Barbara, CA Graduate Studies, Public Administration, California State University, Long Beach, CA Certifications American Institute of Certified Planners (AICP), Certificate No 013489 Affiliations American Planning Association (APA) American Institute of Certified Planners (AICP) Association of Environmental Professionals (AEP) OCAPA Executive Advisor Civic/Community Service City of San Juan Capistrano • Mayor (2001-2002) • City Council Member (2000 - 2007) • Planning Commission (1990- 2000) • Design Review Committee (1990-2000) • Chairman, Downtown Visioning Blue Ribbon Committee (2002- 2003) As Project Planner, Diane will bring her wealth of experience in both the public and private sectors to assist with the generation of planning policies and strategies for this project. As the former mayor of San Juan Capistrano, a City Council member for 7 years, and a Planning Commission member for 10 years, Diane uses her strong community ties and civic insight to understand the challenges of your project. With her background in environmental planning, Diane brings enhanced project strategies and efficiencies to our clients by keeping CEQA compliance in mind early on within RRM's projects. Related Project Experience • Oceanside Vision and Strategic Plan, Oceanside, CA • SJC Hisotric Town Center Master Plan Update, San Juan Capistrano, CA • San Juan Capistrano University Master Plan, San Juan Capistrano, CA • Serra Village, San Juan Capistrano, CA • Platinum Gateway Mixed -Use Development, Anaheim, CA • Yorba Linda Affordable Housing Studies, Yorba Linda, CA • Agoura Village Specific Plan, Agoura Hills, CA • Anaheim Staff Support Services, Anaheim, CA • Buellton Community Design Guidelines, Buellton, CA • Calabasas General Plan Update, Calabasas, CA • Camino Capistrano Site Study, San Juan Capistrano, CA • Chula Vista Urban Core Specific Plan and Design Guidelines, Chula Vista, CA • Dalidio Ranch, San Luis Obispo, CA • Endevco Property Redevelopment, San Juan Capistrano, CA • Estrella de Oro Mobile Home Park, Vista, CA • Gilroy Downtown Visioning Charrette, Specific Plan, and Design Guidelines, Gilroy, CA • Huntington Park Downtown Specific Plan, Huntington Park, CA • Southwest Fillmore Business Park Master Plan, Fillmore, CA • Stanton Livable Beach Boulevard Mobility Plan, Stanton, CA • Temecula Citywide Design Guidelines, Temecula, CA • Temple City Infill Residential Design Guidelines, Temple City, CA • Yorba Linda Town Center Specific Plan, Yorba Linda, CA rrm 1 l; ,r,group ��� 28 San Juan Capistrano CRA I The Groves at Williams Ranch Project Team Jerry Michael, PE, LS Jerry brings 30 years of experience related to the engineering Principal industry designing residential utility plans, drainage studies, grading plans, tentative maps, and tract maps. Jerry will be Project Role responsible for overseeing the production and quality of the Civil Engineer/ products being submitted. Survey Manager Related Project Experience 30 Years of Experience • Avila Beach Front Street Enhancement Plan, Avila Beach, CA • Calabasas Old Town Improvements Project, Calabasas, CA Education • Camarillo Commons Strategic Plan, Camarillo, CA Bachelor of Science, Civil • EI Centro Downtown Revitalization, EI Centro, CA Engineering, Clarkson • Grover Mixed Use, Grover Beach, CA University, Potsdam, NY • Hermosa Beach Pier Avenue Street Improvements, Hermosa Beach, CA Registrations • Higuera Street Mixed Use, San Luis Obispo, CA 1983, Civil Engineer, CA No. • Huntington Beach Downtown Specific Plan, Huntington Beach, 36895 CA 1990, Land Surveyor, CA No. • Lincoln East Specific Plan, Yuba City, CA LS6276 • Lincoln Village One Specific Plan, Lincoln, CA 1999, Civil Engineer, AZ No. • Marigold Shopping Center, San Luis Obispo, CA 34249 • Marina Downtown Specific Plan, Marina, CA 1987, Land Surveyor, AZ No. • Morro Bay Blvd, Mixed -Use, Morro Bay, CA 21077 • Moss Landing Mercado, Moss Landing, CA 2003, Civil Engineer, HI No. PE- • Panorama City, Streetscape, Los Angeles, CA 10995 • Port of Long Beach Recreational Path, Long Beach, CA • Roberts Road Property Riverside County, , CA Affiliations • Rolling Hills Estates Urban and Streetscape Concept Plan, American Council of Rolling Hills Estates, CA Engineering Companies (ACEC) • Salinas Airport Commercial Development, Salinas, CA of California, Vice President • Salinas East Market Street Streetscape, Salinas, CA American Public Works • San Juan Capistrano Bus Bench Shelters, San Juan Capistrano, Association (APWA) CA American Water Works • Seaside Garden Cottages, Avila Beach, CA Association (AWWA) • Stanton Livable Beach Boulevard Mobility Plan, Stanton, CA California Land Surveyors • Stratford City Renovation, Stratford, CA Association (CLSA) ° Venice Beach Oceanfront Walk, Venice Beach, CA Home Builders Association • Yerba Buena Storm Drain Feasibility Study, Santa Margarita, CA (HBA) 1 Zimmerman Village Center, Santa Maria, CA American Society of Civil Engineers (ASCE) SLO County Builders Exchange rrm ;;... ,group 01 x°110 ens°+ San Juan Capistrano CRAI The Groves at Williams Ranch 29 Project Team Brian A. Hannegan Project Role Landscape Designer 18 Years of Experience Education Bachelor of Science, Landscape Architecture, California Polytechnic State University, San Luis Obispo, CA Affiliations Trust for Historic Preservation American Society of Landscape Architecture Civic/Community Service San Clemente Downtown Visioning Committee Leader, 2005 San Clemente Historic Landmark Taskforce, 2006 - Present San Clemente Trolley Taskforce Member, 2005 - Present Brian demonstrates a comprehensive understanding of all phases of planning, design and construction. Brian's ability to translate clients' ideas into design concepts, coordinate consultant input and communicate with the project team brings clarity to the design process. Brian's 18 years of project experience including landscape architecture, urban design, streetscape enhancement, pedestrian crossings, historic restoration, and environmental planning will add value to this project. Related Project Experience • Anaheim Staff Support Services, Anaheim, CA • Avalon Community Center/Daycare Facility, Avalon, CA • Blythe Downtown Design Guidelines, Blythe, CA • Chula Vista Urban Core Specific Plan and Design Guidelines, Chula Vista, CA • Coastal Trail Access Plan, San Clemente, CA • Coastal Trail Survey - Riveria, San Clemente, CA • Cottages at Walnut, Bellflower, CA • EI Camino Real Streetscape, San Clemente, CA • A&A Ready Mix View Analysis, Gardena, CA • Hermosa Beach Pier Avenue Street Improvements, Hermosa Beach, CA • Huntington Beach Downtown Specific Plan, Huntington Beach, CA • Linden Street Homes, Bellflower, CA • Maclay Avenue Streetscape Plan, San Fernando, CA • Orange Depot -Plaza Pedestrian Connection Plan, Orange, CA • Portola Hills Landscape Plan, Irvine, CA • Rolling Hills Estates Urban and Streetscape Concept Plan, Rolling Hills Estates, CA • San Juan Capistrano Bus Bench Shelters, San Juan Capistrano, CA • San Luis Rey River Trail Extension, Oceanside, CA • Santa Clarita LMD Beautification, Santa Clarita, CA • Stanton Livable Beach Boulevard Mobility Plan, Stanton, CA • University Village District Master Plan, Pomona, CA • Whittier Boulevard Specific Plan Improvements, Whittier, CA • Whittier Greenway Trail, Whittier, CA • Yorba Linda Town Center Specific Plan, Yorba Linda, CA 30 San Juan Capistrano CRA I The Groves at Williams Ranch rrm :group Ir0lN W. n-1, Mqk211roY Project Team Veloce Partners Firm Overview 10 Hampshire Court Veloce Partners, Inc. provides a range of development and Ladera Ranch, CA 92694 financial advisory services focused on affordable housing: P: (949) 510-6552 • Development Feasibility Analysis F: (949) 388-2158 • Low Income Housing Tax Credit Structuring velocepartners.com • Tax -Exempt Bond Structuring • Tax -Exempt Bond Credit Enhancement Project Role • Tax Credit Syndication Housing Consultant • Project and Loan Underwriting • Financial Restructuring & Loan Workouts • Public Financing Applications • Asset & Project Management Services • Expert Witness Services Selected Clients & Engagements Public Agencies: • County of Los Angeles Community Development Commission & Housing Authority • County of Orange Department of Housing & Community Services City of San Juan Capistrano • City of Los Angeles Housing Department Community Redevelopment Agency of the City of Los Angeles • Santa Barbara County Metropolitan Transit District City of Phoenix Housing Department Non -Profit Developers & Agencies: • LINC Housing Corp. • Pico Union Housing Corp. • Jamboree Housing Corp. • Mercy Housing California • So. California Assoc. of Non -Profit Housing W.O.R.K.S. BRIDGE Housing Corp. • The Development Fund Decro Corporation YWCA of Greater Los Angeles For -Profit Developers & Institutions: • Bank of America Community Housing Development Group Impact Capital LLC • Edison Capital Squier Properties Bentall Residential LLC rrm ;::; ,� group III / ,2.en,°""'"""'°"1,(Wp mI,- San Juan Capistrano CRAI The Groves at Williams Ranch 31 Project Team David C. Nahas Veloce Partners Education University of Southern California, Los Angeles, California (1989) Master of Business Administration, Concentration: Corporate Finance, Options: Real Estate and Financial Institutions, California State University Northridge, Northridge, California (1982) Bachelor of Science, Business Administration. Options: Corporate Finance and Real Estate. Publications "Appraising Affordable Multifamily Housing." The Appraisal Journal LXI1.3 (July 1994): 455-464 "Lender Consortia: What Makes Them Unique? What Makes Them Popular?" Community Investments, Federal Reserve Bank of San Francisco, IV.1 (Winter 1992): 6-8 "Leveraging the Low -Income Housing Tax Credits Program." Los Angeles Lawyer XXVI.10 (January 2004): 23-29 David Nahas, President of Veloce Partners, brings a 20 year background in multifamily housing development, affordable housing finance, and tax credit investment. Prior to founding Veloce; David was Vice President— Investment Banking for U.S. Bancorp Piper Jaffray, with responsibility for structuring tax-exempt bond financing transactions on behalf of for-profit and non-profit developers. David previously served as Acquisitions Director for Edison Capital, where he negotiated more than 100 historic and low income housing tax credit investments throughout the country. As Chief Lending Officer for SAMCO, an affordable housing lending consortium comprised of 105 financial institutions, David underwrote and funded loans exceeding $225 million for more than 150 affordable developments. Prior to joining SAMCO, David participated in the oversight of CoastFed Properties, Coast Federal Bank's real estate development subsidiary. He was also a Vice President of Deseret Pacific Mortgage with responsibility for loan origination, asset management, and REO. He earned an MBA from the University of Southern California and is a Certified Public Accountant, Real Estate Broker, and General Building Contractor. 32 San Juan Capistrano CRA I The Groves at Williams Ranch rrmr ; .:.;;:_: neetlng mmronmarzz pemo4 enoy' Project Team Colleen Bathgate, LEED AP Related Project Experience P: (949) 370-0432 colleenbathgate@hotmail.com Fair Oaks Walk, Pomona, CA Acting as the Director of Design Colleen led the design for a Project Role mixed-use project that included 34 townhomes and a 2,500 square Multi -Family Housing Consultant foot retail building. This in -fill project was designed with Craftsman style exterior elevations. 16 Years of Experience Foothill Walk, Upland, CA Education Acting as the Director of Design Colleen led the design for a Bachelor of Architecture 1995, community of 72 townhomes and recreation area that included a California State Polytechnic pool and restroom building. This infill project was designed with University, Pomona both French and Spanish style exterior elevations. Colleen also oversaw the preparation of the specific plan for this community. Accreditations LEED Accredited Professional rrm : s,; -group iki ". '[NM.,, „N.oPl' �ro, Windstar Pointe Resort, Chula Vista, CA Acting as the Director of Design Colleen led the design for a community of 494 apartment homes. This community also included a 3,000 square foot leasing building, and a 9,000 square foot recreational building. This project was designed with Andalusian style exterior elevations. Colleen also oversaw the revisions to the Sectional Planning Area Plan that were required for this project. Sylvan Oaks, Ladera Ranch, CA Acting as the Project Manager Colleen assisted with the design development and construction documents for a community of single family homes. This project was designed with Spanish, Cape Cod, European Cottage and Shingle style elevations in accordance with the design guidelines for this community 2003 Gold Nugget Grand Award Best Single Family Detached Home Compact Lot- 1,700 sq. ft and over - Briar Rose, Ladera Ranch, CA Acting as the Project Manager Colleen assisted in the design for a community of 152 sustainable tuck -under townhomes. This project was designed with craftsman style exterior elevations in accordance with the design guidelines for this community 2005 Gold Nugget Award of Merit f San Juan Capistrano CRAI The Groves at Williams Ranch 33 Project Team Rincon Consultants, Inc. Rincon Consultants, Inc., is a multi -disciplinary environmental 790 East Santa Clara Street sciences, planning, and engineering consulting firm with offices Ventura, California 93001 in Ventura, San Luis Obispo, Carlsbad, and Monterey, California. P: (805) 641-1000 Founded in 1994, Rincon has an established history of serving F: (805) 641-1072 both public and private sector clients. We understand the needs of our clients and possess the insight to apply both proven and Project Role innovative techniques specific to their project's needs. The Environmental Consultant following is a summary of the services Rincon provides: • CEQA Compliance (EIRs, Initial Studies, Mitigation Programs) • NEPA Compliance (Environmental Assessments, EISs) • Phase I and II Environmental Site Assessments • Hazardous Waste characterization and remediation • Geological and Seismic studies • General Plans and Elements • Specific Plans, Site Planning, Community Design • Alternative Transportation (Equestrian/Pedestrian/Bicycle planning) • Construction and Mitigation Monitoring • Biological Resource Services (Rare and Endangered Species surveys, Wetland Delineations, Revegetation) • Regulatory Compliance as it pertains to these areas of expertise Rincon is operated by six principals with a professional staff holding years of experience in regulatory compliance; environmental planning; land -use; biological resource evaluation and habitat enhancement; soil evaluation and remediation; and related studies and problem -solving services in geology, hydrogeology, and waste management. Our approach focuses on well-designed solutions that respond to our clients' specific needs in a cost-effective manner. Rincon has received multiple awards for excellence from environmental planning industry organizations, including the American Planning Association and the Association of Environmental Professionals. In addition, our financial strength was recognized in 2004, and again in 2009, by ZwiegWhite, when the nationally recognized A/E/P industry tracking group named us to the Hot 100 Firm list, which recognizes revenue growth over time. In both 2007 and 2009, Rincon was named to the Inc. 5,000 list of fastest growing companies nationwide. 34 San Juan Capistrano CRA I The Groves at Williams Ranch rrm among enm,onmenu people enjoy' Project Team Stephen M. Svete, AICP Stephen Svete is a founding principal of Rincon Consultants, President, Planning Services and has served as the firm's President since 2000. He is one of Rincon Consultants, Inc. the Principals -in -Charge of the Planning Services group. In this capacity, he oversees a wide range of urban planning and land Education use studies, as well as community involvement and environmental M.A., Architecture and Urban analysis work. He has directed successful environmental and Planning, UCLA Graduate planning projects ranging from focused inner city corridor School of Architecture and revitalization studies, to citywide general plans, to annexation Urban Planning, Los Angeles studies in rural areas throughout California. In recent years, Mr. Svete has developed an expertise in the area of alternative B.A., Geography, University of transportation and open space systems. He is a noted planning California, Riverside D.E.U.G., commentator, and for 11 years served as Contributing Editor to Universit6 Paul Valery, California Planning & Development Report. Mr. Svete regularly Montpellier, France lectures on urban planning issues at universities in California. Registrations Related Project Experience American Institute of Certified Planners (#6943) Urban and Mixed Use Development American Planning Association • Dalidio Annexation/San Luis Marketplace EIR, City of San Luis Obispo Affiliations • Sony Pictures Studios Comprehensive Plan EIR, City of Culver Senior Project Management, City American Management • AMGEN Center Specific Plan EIR, City of Thousand Oaks Association • Hunters Green Golf Course and Development EIR, City of Santa Clarita President, Ventura Hillsides • Oxnard Redevelopment Project Initial Study, Oxnard Conservancy Redevelopment Agency California State University Public Facilities and Infrastructure Channel Islands Campus • City of Santa Monica Bicycle Master Plan EIR Planning Committee • City of Ojai Bicycle and Pedestrian Master Plan • Santa Clara River Trail EIR, City of Santa Clarita • VCMC Expansion EIR, County of Ventura Public Works Agency • Channel Island Harbor Public Facilities Plan Amendments, County of Ventura General Services • Agency Specific Plans • California State University Channel Islands Specific Reuse Plan, CSU Office of the Chancellor • Chandler Ranch Specific Plan, City of Paso Robles • Santa Monica Civic Center Specific Plan ,group III """"q ^""ak San Juan Capistrano CRAI The Groves at Williams Ranch 35 Project Team Urban Crossroads, Inc. Urban Crossroads' staff has provided a wide range of traffic 41 Corporate Park, Suite 300 analysis and design services in response to CEQA/NEPA Irvine, California 92606 requirements throughout California. Services offered by Urban P: (949) 660-1994 Crossroads range from conceptual planning/feasibility studies F: (949) 660-1911 to detailed engineering recommendations. Our team of experts evaluates both existing conditions and the effects of future Project Role development upon infrastructure requirements. To accommodate Traffic Consultant the needs of our clients, Urban Crossroads offers a wide range of traffic engineering and related services, including site plan development and access, traffic calming studies, trip generation studies, traffic impact reports, parking studies and analysis, and traffic mitigation assessments. Urban Crossroads, Inc. has prepared numerous traffic studies and technical reports for projects on the state highway system or otherwise involving the California Department of Transportation. These studies have been used to support Project Reports, Project Study Reports, New Connection Reports, and related studies. Urban Crossroads, Inc. has also performed general plan circulation element / citywide traffic studies for numerous local jurisdictions, recently as part of the project team for the award winning Newport Beach General Plan. Typical activities include evaluation of land use alternatives, circulation system planning, as well as the preparation of goals, policies, and implementation programs. 36 San Juan Capistrano CRA I The Groves at Williams Ranch rrm r groupid "e.W"<miMMm is people enloy` Project Team Carleton Waters, PE Carleton Waters, P.E. has worked professionally in transportation Urban Crossroads, Inc. engineering and related fields since 1981. He received his Master of Science degree in civil engineering from the University of Areas of Expertise California, Irvine, where he specialized in transportation and urban Travel Demand Modeling systems planning. GIS Integration Corridor & Areawide Studies Mr. Waters has been involved in numerous traffic and air quality Traffic Impact Analyses impact studies during his career, including many different General Plan Circ. Elements residential, commercial, and employment -oriented studies. Types Site Access Studies of analyses completed by Mr. Waters include off-site traffic and Shared Parking Studies air quality impacts, site access features, queuing requirements, Traffic Signal Plans parking needs, construction management, and traffic diversions. Roadway Signing and Striping His experience in performing analyses for unusual land uses and Plans situations include the transport of hazardous materials and the Traffic Control Plans impacts of alternative modes of transport, such as light and heavy rail. Education MS/1986/Civil Eng./UC Irvine Engineering design work is also part of Mr. Waters' professional BS/1981/Civil Eng./UC Irvine history. His relevant experience includes the preparation of intersection improvement and signalization plans, coordinated Registration traffic signal timing plans, roadway signing and striping plans, Civil Engineer, CA #52916 construction detour plans, and construction quantity and cost estimates. Recent corridor study and improvement design study Affiliations efforts include the Monterey Avenue corridor in the City of Rancho Institute of Transportation Mirage and the Alessandro Boulevard corridor in the City of Engineers Moreno Valley. American Planning Association Orange County Transportation Mr. Waters has also been involved in various interchange design Engineers Council and grade separation projects, including the 1-15 Freeway / SR - Prof. Accomplishments 74 interchange in the City of Lake Elsinore and the Glen Helen Board of Southwest Region Parkway grade separation project in the County of San Bernardino. Transportation Model User Mr. Waters' has provided traffic engineering services on an "as - Group needed" or "on-call basis to various jurisdictions. Representative jurisdictions include the Town of Apple Valley, the City of Coachella, the City of Moreno Valley, and the City of Hemet. Mr. Waters also played a key role in updating the model structure which is being used to analyze subregional transportation issues in the urbanized portions of Riverside and San Bernardino Counties. This model has been used as the basis for General Plan update studies in the City of San Jacinto, the City of Lake Elsinore, the City of Beaumont, and the City of Banning. rrm ?,: group III ^•'�^9•^""^"'^•m, monk°^'°� San Juan Capistrano CRAI The Groves at Williams Ranch 37 Project Team Sam M. Ali, PE, LEED AP Project Role Project Entitlement/ Civil Engineering Education Masters of Science, 1991, Water Resources, California State University, Long Beach Bachelor of Science, 1980, Civil Engineering, California State University, Long Beach Registrations Civil Engineer, California Lic. No. #36050. 1983 LEED Accredited Professional Affiliations Chairman of the Sustainability Committee, American Society of Civil Engineers (ASCE) Past President and Current Member of the Steering Committee UCI Civil and Environmental Engineering Affiliates Past Chairman and current member of the Continuing Education Committee, American Society of Civil Engineers Mr. Ali is a highly skilled professional civil engineer with extensive experience in the design and management of privately and publicly funded projects throughout Southern California. His diversified project experience includes due diligence/ feasibility studies, master plan engineering, public infrastructure, residential mix use, apartments and townhomes projects. In managing his projects, Mr. Ali applied innovative and proactive approaches to meet project schedules, cut costs and improve quality. He is well known in the engineering industry for his experience in sustainability. He managed several LEED certified projects, provided training in Green Design and lectured at professional organizations and universities on the subject. He has established a track record of consistently exceeding client expectations. Related Project Experience Arroyo Trabuco Golf Course And Club House, City of Mission Viejo/ City of San Juan Capistrano Project manager in charge of preparing and processing full civil engineering documents through the City of Mission Viejo and the City of San Juan Capistrano. The scope included preparing rough grading, precise grading, sewer, water, street improvements, WQMP, SWPPP plans. The scope also included conducting hydrology and hydraulic studies for Trabuco Creek to delineate flood limit, construction cost estimate, bid assistance and construction administration. The scope included the design of BMP's for storm water treatment and retention to avoid enviromental impact on Trabuco Creek. UCI Palo Verde Housing Phase II, Irvine, CA (Gold LEED Certified): Sam Ali PE, LEED-AP was the Project Manager for schematic design and design development for the Palo Verde Housing expansion project (two and three story cluster buildings, 442 units). The scope includes preparation of grading, storm drain, sewer, water, and street plans, and coordination of power, gas, telephone, and cable design. The scope also includes extending California Avenue and Palo Verde Road and preparing hydrology and hydraulic studies. Bordering the project is a riparian corridor that will be used to enhance storm water quality and flood water detention. 38 San Juan Capistrano CRA I The Groves at Williams Ranch Project Team GEOCON Incorporated Since 1971, Geocon has enjoyed a reputation for excellent client 6960 Flanders Drive service and technical expertise in geotechnical engineering, San Diego, CA 92121-2974 engineering geology, environmental sciences, and materials testing P: (858) 558-6900 and inspection services. With multiple offices in California, Nevada www.geoconinc.com and Oregon, we are well-positioned geographically to serve our clients' needs promptly, efficiently, and cost-effectively. Project Role Geotechnical Engineer Since our beginning, we have worked to cultivate an atmosphere of cooperation and professionalism that translates to superior service for our clients. Many of our client relationships span over 30 years. This is, in part, attributable to the longevity of our employees, from administrative staff to senior management. Our staff understands the importance of easy accessibility and they recognize the value of time to our clients. Our friendly company culture promotes excellent working relationships with our clients, and many have said that we function much like their own employees: a direct extension of their team. Aside from the relationships we share with our clients, we employ a large staff of technically -strong, highly -motivated engineers, geologists, environmental scientists and technicians. Our founders instilled in us the importance of helping our clients save money while still ending up with a high-quality product at the conclusion of the project. While others talk about creativity and innovation, they are a part of our legacy. As part of our clients' team, the success of the project is our foremost objective. We work seamlessly with other consultants to integrate our staff and services with theirs. We have excellent professional relationships with many of the most reputable civil and structural engineering firms, resulting in smooth communication and coordination of disciplines. rrm :. group iii. p<opk mw San Juan Capistrano CRAI The Groves at Williams Ranch 39 Project Team Rodney Mikesell Mr. Mikesell has over 16 years of experience in geotechnical GEOCON Incorporated engineering studies for both large- and small-scale residential and commercial/industrial projects. He performs many functions as a Education senior engineer, including project management, overseeing of site Brigham Young University reconnaissance, drilling and other field studies, computer analysis, - Master of Science, and report preparation. Mr. Mikesell performs geotechnical Civil Engineering, 1993 analyses for slope stability, liquefaction, shallow and deep - Bachelor of Science, foundation design, lateral pile design, and pavement design. Civil Engineering, 1993 Relevant Experrignce Registrations Sagewood Affordable Housing, San Diego, CA Registered Civil Engineer, CA Mr. Mikesell was the project engineer for this affordable housing Registered Geotechnical multi family apartment complex. The project consisted of Engineer, CA constructing 9 two-story apartment buildings, interior driveways, parking lots, and a swimming pool. Mr. Mikesell prepared Professional Organizations geotechnical design reports, provided recommendations American Society of Civil for foundation design and earthwork criteria, and provided Engineers geotechnical project supervision during grading and construction of American Society of Civil the project. Engineers, Construction Group The Plaza Irvine, Irvine, CA American Society of Civil The Plaza Irvine site is an approximately 14 acre property that Engineers, was developed to house 23 multi -family apartment buildings, Geotechnical Engineering three 13 story condominium towers with below grade parking, Division, Officer three 5 -story parking garages, and a retail center. Mr. Mikesell provided geotechnical design and construction recommendations. Mr. Mikesell also provided project management during grading and building construction which included both shallow and deep foundations. Village at Morena Vista, San Diego, CA Mr. Mikesell was the project engineer for the Morena Vista project that included constructing multi -story residential units and commercial buildings. Mr. Mikesell led the geotechnical team that provided design recommendations to mitigate soft compressible and potentially liquefiable soils through the use of stone columns and compaction grouting. Mr. Mikesell also provided project management during grading and construction. 40 San Juan Capistrano CRA I The Groves at Williams Ranch rrn::; group ili v<aunq eo�oo�mems nrnn�e enjoy` Project Team Cumming Established in 1996, Cumming is a leader in providing project 25 Enterprise, Suite 590 control services, including cost and project management, planning Aliso Viejo, CA 92656 and scheduling, and litigation support. In fact, Cumming's 250 P: (949) 900-0440 expert professionals — located in 17 offices across the United F: (949) 900-0450 States, as well as in Abu Dhabi — have provided these and other related services to clients in more than 25 countries around the Project Role world. Cost Estimation Throughout its history, the company has remained focused on one goal: to assist its clients in managing the critical issues of time and cost from conception through closeout. The ability to proactively resolve complex issues is and always has been central to the success of our clients. Foremost, Cumming provides unsurpassed services that enable you to achieve extraordinary results. With an understanding of your goals and expectations, a suite of solution - oriented services are provided to meet your unique needs. Our cost management group is one of the largest providers of cost estimating and management services in the U.S. Additionally, our strength and capabilities in providing project management services is evidenced by our ranking among the nation's top project and construction management firms. In 2009, Cumming ranked number 30 on Engineering News -Record's listing of the Top 100 CM -for - Fee Firms in the country. Project experience includes the completion of more than 5,000 assignments in support of architects, engineers, owners, and others. Specifically, Cumming has completed more than 300 projects for city- and county -operated facilities. rrm:;; group M�. —an^a rovm San Juan Capistrano CRAI The Groves at Williams Ranch 41 Project Team Ashok K. Patel, MRICS Ashok joined Cumming in January 2005 with more than 20 years Director, Cost Management of experience in the construction industry. He is experienced in all Certification Certification: Member, Royal He has provided cost management services, including change Institution of Chartered order analysis negotiations, on projects ranging in value up to Surveyors (MRICS) $1 billion. Ashok has experience in the healthcare, educational, commercial office, industrial, public works, restaurants, government, retail, entertainment, and hospitality sectors. Relevant Experience • Aston Waikiki Timeshare, Waikiki, HI • Brooks College, Residence Halls Seismic Upgrades, Long Beach, CA • CSU Los Angeles, PRC Faculty & Staff Housing, Los Angeles, CA • HGVC Kings Land at Waikoloa Timeshare, Waikoloa, HI • HGVC, Waikikian Timeshare, Honolulu, HI • Hilton Garden Inn, Riverside, CA • Hilton Waikoloa Village Resort, Renovations, Waikoloa, HI • Luxury Residential Developments, UK • Milliken Creek Inn and Spa, North House, Napa, CA • MVCI, Shadow Ridge Timeshare, Phases 1-6, Palm Desert, CA • MVCI, Timberlodge Timeshare, Phases 2 & 3, Lake Tahoe, CA • National. Harbor Hotel and Convention Center, Oxan Hill, MD • Pomona College, N. Campus Residence Hall/Parking Garage, Claremont, CA • Pomona College, Norton/Clark III Residence Hall Renovations, Claremont, CA • Reunion Grande Hotel, Cost Model, Orlando, FL • Sheraton Desert Cove, Palm Desert, CA • The Cairns Townhomes at Northstar, Truckee, CA • Trump International Hotel/Tower, Las Vegas, NV • UC Riverside, Chancellor's Residence Suite Remodel, Riverside, CA • Vicksburg Casino Resort, Vicksburg, MS 42 San Juan Capistrano CRA I The Groves at Williams Ranch r veaUny envlmmmMh people mloy' aspects of the civil, structural, and architectural disciplines. Education Bachelor of Science, Ashok's responsibilities include all phases of estimates, quality Quantity Surveying, control/quality assurance (QA/QC), and value engineering. He Greenwich University, London is involved with projects from the master plan stage through occupancy. Certification Certification: Member, Royal He has provided cost management services, including change Institution of Chartered order analysis negotiations, on projects ranging in value up to Surveyors (MRICS) $1 billion. Ashok has experience in the healthcare, educational, commercial office, industrial, public works, restaurants, government, retail, entertainment, and hospitality sectors. Relevant Experience • Aston Waikiki Timeshare, Waikiki, HI • Brooks College, Residence Halls Seismic Upgrades, Long Beach, CA • CSU Los Angeles, PRC Faculty & Staff Housing, Los Angeles, CA • HGVC Kings Land at Waikoloa Timeshare, Waikoloa, HI • HGVC, Waikikian Timeshare, Honolulu, HI • Hilton Garden Inn, Riverside, CA • Hilton Waikoloa Village Resort, Renovations, Waikoloa, HI • Luxury Residential Developments, UK • Milliken Creek Inn and Spa, North House, Napa, CA • MVCI, Shadow Ridge Timeshare, Phases 1-6, Palm Desert, CA • MVCI, Timberlodge Timeshare, Phases 2 & 3, Lake Tahoe, CA • National. Harbor Hotel and Convention Center, Oxan Hill, MD • Pomona College, N. Campus Residence Hall/Parking Garage, Claremont, CA • Pomona College, Norton/Clark III Residence Hall Renovations, Claremont, CA • Reunion Grande Hotel, Cost Model, Orlando, FL • Sheraton Desert Cove, Palm Desert, CA • The Cairns Townhomes at Northstar, Truckee, CA • Trump International Hotel/Tower, Las Vegas, NV • UC Riverside, Chancellor's Residence Suite Remodel, Riverside, CA • Vicksburg Casino Resort, Vicksburg, MS 42 San Juan Capistrano CRA I The Groves at Williams Ranch r veaUny envlmmmMh people mloy' Project Team TMAD TAYLOR & GAINES TMAD TAYLOR & GAINES is a full service structural, mechanical, 800 N. Ferrari Lane, Suite 100 electrical and civil consulting engineering firm. Established in 1955, Ontario, CA 91764 we now have 7 offices in Anaheim, Pasadena, Inland Empire, San Phone: (909) 477-6915 Diego, San Francisco, Thousand Oaks and Phoenix. Fax: (909) 477-6916 TMAD TAYLOR & GAINES has a total staff of over three hundred Project Role (300), including technical professionals and administrative staff. MEP Engineering There are a total of fifty-eight (58) registered engineers on TMAD TAYLOR & GAINES' staff. Tax I.D. Number: 95-2222193 With full structural, mechanical, electrical and civil engineering services in-house, we have an experienced and cohesive team of Business Type: engineers, designers and draftspersons all committed to providing California Corporation personalized and quality engineering services. License #00575-L We offer a variety of engineering services ranging from the design Type of Ownership: of mechanical, electrical, plumbing, fire protection, structural and Minority Business Enterprise civil systems to the study and implementation of cogeneration, MTA Certified #1852 thermal energy storage, photovoltaic, air conditioning, and County of LA Certified #15451 daylighting systems for health care, educational, government, commercial, and industrial facilities. In the last 50 years, we have Dun & Bradstreet Report #: designed numerous HVAC retrofit projects. Utilizing our team of 06-448-1138 highly qualified engineers supported by a Computer Aided Design and Drafting (CADD) system, along with our broad experience Insurance Coverage: in field observation, our client is assured of a project that will be Professional Liability completed promptly and cost-effectively. In more than 50 years General Liability as a consulting engineering firm, we have acquired experience Workers Compensation from a vast array of projects, numbering more than 30,000 with Auto Liability an aggregate construction cost of over $30 billion of mechanical and electrical systems. It is this experience, together with an Contact Person: uncompromising dedication to serving clients through superior Kerry Parker, LEED AP engineering that sets us apart. Principal -In -Charge Phone: (909) 477-6915 Fax: (909) 477-6916 Mobile: (951) 317-7146 Email: kparker@tmadtg.com rrm:.i group Hi San Juan Capistrano CRAI The Groves at Williams Ranch 43 Project Team Timothy M. Edmondson Electrical Design Engineer. Mr. Edmondson has over 25 years Related Project Experience Cimarron Heights Workforce Housing, Cimarron Heights, CA Four (4) two story buildings consisting of 2 buildings with 18 units (18,080 SF); 2 buildings with 18 units (19,600 SF); 1 building with 10 units (9,200 SF); Leasing office 1,565 SF; Laundry Bldg. 455 SF; Community Center 6,920 SF & Maintenance building 760 SF Cathedral Family Affordable Housing, River Canyon, CA Total of 60 units (59,850 SF) with Leasing/ Laundry Building, Community Center, Maintenance Building, Carport Structures and site work containing leasing office, community center, parking, a common pool, restrooms building, recreation area, picnic areas, and children playground area. Tustin & EI Toro Marine Corps Housing, Tustin & El Toro, CA San Diego State University Student Housing, San Diego, CA PX' rrm:; ,.: r;group it 44 San Juan Capistrano CRA I The Groves at Williams Ranch .....mg.wlmn�u amk enjoy' experience in the consulting engineering marketplace, with Education projects ranging from public and private education, commercial, 1989 - Electrical Engineering/ healthcare, industrial, military, aviation and government Theological Studies facilities. His responsibilities encompass all aspects of electrical University of Tulsa engineering and design, including project management, Tulsa, Ok. cost estimating, construction administration, specification development and value engineering services.Mr. Edmondson 1981 — B.A. Graphic Design specializes in the development of medium voltage distribution Southern California Regional and emergency power systems as well as lighting, low voltage Occupation Center signal, telecommunications, Data and Multi -media network design solutions. He is knowledgeable in Green Building Design and LEED accredited project development. Related Project Experience Cimarron Heights Workforce Housing, Cimarron Heights, CA Four (4) two story buildings consisting of 2 buildings with 18 units (18,080 SF); 2 buildings with 18 units (19,600 SF); 1 building with 10 units (9,200 SF); Leasing office 1,565 SF; Laundry Bldg. 455 SF; Community Center 6,920 SF & Maintenance building 760 SF Cathedral Family Affordable Housing, River Canyon, CA Total of 60 units (59,850 SF) with Leasing/ Laundry Building, Community Center, Maintenance Building, Carport Structures and site work containing leasing office, community center, parking, a common pool, restrooms building, recreation area, picnic areas, and children playground area. Tustin & EI Toro Marine Corps Housing, Tustin & El Toro, CA San Diego State University Student Housing, San Diego, CA PX' rrm:; ,.: r;group it 44 San Juan Capistrano CRA I The Groves at Williams Ranch .....mg.wlmn�u amk enjoy' Project Team Option -One Option -One is a structural consulting firm specializing in the design 2755 Bristol Street, Suite 100 of Costa Mesa, CA 92626 P: (714) 556-1916 • Single -Family Production Housing and Custom Homes F: (714) 556-1952 • Multi -Family and Cluster Residential Buildings E: info@option-1.com • Apartment Buildings and Senior Citizen Housing • Low -Rise Commercial, Industrial, and Office Facilities Project Role • Mat Post -Tension Foundation System Stuctural Engineering • Thin Post -Tension Foundation System • Structural Site Observation • Seismic Retrofit and Rehabilitation • Peer Review • Value Engineering • Forensic and Expert Witness Our Mission Through the use of practical and thoughtful designs, we provide our clients with structural solutions, which facilitate construction and optimize the use of available building materials while minimizing framing and foundation costs. Communication and coordination between the trade partners is essential in providing a smooth transition from conceptual design to construction. Our firm promotes the use of value engineering meetings where each trade is able to review our design and provide input into how their systems are integrated into the overall concept in order to save time and money when the project progresses to the construction phase. rrm :.; ,;. group ae+nr.q envimnmenee peppie enpy' San Juan Capistrano CRAI The Groves at Williams Ranch 45 Project Team Gary A. McClanahan, PE Registrations California 042553 Arizona 36756 Utah 6771507-2202 Washington 34084 Affiliations ACI American Concrete Institute ICC International Code Council PTI Post -Tension Institute ASCE American Society of Engineers SEAOC Structural Engineers Association of California A professional engineer licensed in California since 1987, Gary A. McClanahan received his B.S. degree from Purdue University in Civil Engineering in 1980. He is well versed in the design of residential and low-rise commercial structures, structural observation of new construction and structural assessment of existing structures. He also evaluated low-rise structures for the State of California Office of Emergency Services in the aftermath of the 1994 Northridge Earthquake. Click Gary's photo to download his r6sume. Click his name in this paragraph to contact him via email. rrm ,,; group ill 46 San Juan Capistrano CRA I The Groves at Williams Ranch Project Team rrm ; ; group «•�^s—,^— u "Ie Mi^✓ San Juan Capistrano CRA I The Groves at Williams Ranch 47 Referenced Projects +o,on,.,y,cc:otru.,Pfp Client: City of Oceanside Dave Manley, Neighborhood Services Division Manager 300 North Coast Highway Oceanside, CA 92054 P: (760) 435-3963 E: dmanley@ci.oceanside.ca.us Project Size: 14 acres Year of Completion: Completed on Time and Within Budget? Yes Project Team: David Chacon, Project Manager Diane Bathgate, AICP Erik P. Justesen, ASIA, LEED AP Jami Williams rrm:: -Igrouphki creating mvnonme0b people Ow Oceanside Vision and Strategic Plan Oceanside, CA RRM Design Group was retained by the City of Oceanside to prepare a Vision and Strategic Plan for a 14 -acre, city -owned site along Mission Avenue. The developed vision provides for affordable family rental housing, special needs housing, and .mixed-use/market rate housing development with a commercial retail component. Through successful community outreach with the surrounding neighborhoods, several alternatives were evaluated and a consensus was reached for a preferred concept. A companion economic analysis and implementation strategy ensured feasibility and optimal tax credit financing of the proposed concepts. The resulting design emphasized a cohesive sense of neighborhood, and development guidelines addressed design quality, sustainability and universal access. San Juan Capistrano CRAI The Groves at Williams Ranch 48 Referenced Projects Client: Mesa Verde Development Paul Feilberg 19 Spectrum Point Drive Suite 6008 Lake Forest, CA 92630 P:(949)581-1567 Project Size: 1 Acre Year of Completion: 2004 Completed on Time and Within Budget? Yes Project Team: David Chacon, Project Manager Brian Hannegan rrm:;t rgroup crtnmg enrironmmt, �nopk m�oy' Cottages at Walnut Lake Forest, CA Faced with the challenge of architecturally blending a new neighborhood within. an established neighborhood, RRM Design Group created a pilot infill project for the City of Bellflower. Fusing innovative, collaborative site planning with architectural detailing, the RRM team designed a gated community consisting of 8 detached single family homes, borrowing architectural styles found throughout the existing neighborhood and integrating a cottage - style architectural theme with a vivid color scheme. The final design produced a spacious community atmosphere, despite a density of 8.8 homes per acre. San Juan Capistrano CRAI The Groves at Williams Ranch 49 Referenced Projects Client: PRS Group Phillip Schwartze, Owner 31872 San Juan Creek Rd, San Juan Capistrano, CA 92675 P: (949) 240-1322 E: phillip@prsgrp.biz Project Size: 8.9 Acres Year of Completion: In progress Completed on Time and Within Budget? Yes Project Team: Diane Bathgate, AICP, Project Manager Patrick Blote Tim Walters rrm:: group Vmtl�y mvlmnmenb peook enicN Platinum Gateway Mixed -Use Development Anaheim, CA RRM Design Group provided architecture, planning, landscape architecture, and civil engineering services for this master -planned mixed-use urban redevelopment project in Anaheim, CA. The 8.9 acre site includes a 12 -floor, 208,300 sf office building; a 5 floor, 130 guest room hotel 4,500 sf of multi -tenant retail space; and 312 residential units with private underground parking. To unite the buildings and create relaxing spaces for residents and consumers alike, landscaped courtyards for residents, urban landscaping for streetfront plazas, and internal pedestrian pathways are incorporated into the design. The prominent site location will become a well defined gateway to the City redevelopment area, by replacing an aging industrial warehouse with lively, contemporary architectural styles. San Juan Capistrano CRAI The Groves at Williams Ranch 50 Referenced Projects Client: Pacific Harbor Homes Larry Persons 2259 Ward Avenue, Suite 200 Simi Valley, CA 93065 P: (805) 577-6222 E: larry. persons@pacha rbor. com Project Size: 84,OOOsf Year of Completion: 2006 Completed on Time and Within Budget? Yes Cortina d'Arroyo Grande Senior Apartments Arroyo Grande, CA Cortina d'Arroyo Grande Senior Apartments, Arroyo Grande, CA RRM Design Group provided the planning, architecture, civil engineering, landscape architecture, survey, and construction support for the Cortina d'Arroyo Grande Senior Apartments located in Arroyo Grande, CA. The 108 unit, multi -story building takes advantage of ocean views for upper living units and includes an exterior common space, promoting a sense of community for its senior housing tenants. Crafted with a Mediterranean style tile roof, the architectural theme includes wrought iron railings and arched openings for doors and windows. Awards Project Team: NAHB AR/BAAS/50+ Housing Council, Multifamily Housing, Patrick Blote, Project Manager Common Area Interior Design, Income Qualified Rental, Gold Carmen Trudell, LEED AP Achievement Award, 2007 NAHB AR/BAAS/50+ Housing Council, Multifamily Housing, Income Qualified Rental, Overall, Gold Achievement Award, 2007 group San Juan Capistrano CRA I The Groves at Williams Ranch 51 Referenced Projects Client: Habitat for Humanity Penny Rappa, Executive Director P.O. Box 613 San Luis Obispo, CA 93406 P: (805) 782-0687 Project Size: 5,OOOsf Year of Completion: In Progress Completed on Time and Within Budget? Pro-bono Project Team: Jeff Dillon, AIA, Project Manager Erik P Justesen, LEED AP, Principal -in -Charge rrm; ,;: group hi aeenrg en.,.:,nme�„ rrovk enlPr' Habitat for Humanity -Phillips Lane San Luis Obispo, CA RRM Design Group volunteered to assist HFH in getting their first project in the City of San Luis Obispo built. The Project consists of two single family homes on a 5,000 square foot lot. To that end, RRM prepare all preliminary design plans and represented HFH to the City Planning Commission and City Council to win a unanimous approval for zoning and use permits and allocation of critical Housing Trust Fund support to help finance the project. RRM went on to prepare all architecture, landscape architecture, and civil engineering construction documents and specifications for the project. The project is set for construction in February of 2010. San Juan Capistrano CRAI The Groves at Williams Ranch 52 Referenced Projects Client: Yorba Linda Affordable Housing Studies City of Yorba Linda Yorba Linda, CA Pamela Stoker, RRM Design Group was retained by the City of Yorba Linda to Redevelopment Specialist prepare affordable housing conceptual site plans for two potential PO Box 87014 sites including Site #5 Old Canal Road Annex (Savi Ranch) for Yorba Linda, CA 92885 30 du/ac on 3.2 acres and Site #7 Lakeview/Strawberry Field for a E: pstoker@yorba-linda.org mix of densities including 20 du/ac and 10 du/ac. The conceptual E. davisl@san-clemente.org site plans were developed to help determine potential project yield Project Size: as well as support Housing Element community outreach and 1st Site: 4.7 Acres/ 71 Units review and approval the Department of Housing and Community 2nd Site 2.8 Acres/80 Units Development. Year of Completion: Not Built/Study Only Completed on Time and Within Budget? N/A Project Team: Jami Williams, Project Manager Diane Bathgate, AICP Erik P. Justesen, ASLA, LEED AP Scott Martin, LEED AP Client: San Clemente Affordable Housing Concept Plan City of San Clemente San Clemente, CA Leslie Davis, Senior Housing RRM Design Group was retained by the City of San Clemente Coordinator to develop a multi -family, rental affordable housing concept for a 910 Calle Negocio, Suite 100 parcel located at 902 N. EI Camino Real. Two alternative concepts San Clemente, CA 92673 of approximately 25 du/ac were developed to help illustrate the P: (949) 361-6188 potential for conversion of the commercially zoned property for E. davisl@san-clemente.org affordable housing uses. The design incorporated a mixture of studio, one- and two-bedroom units on a very constrained 12,000 Project Size: 12,000sf square foot site. Year of Completion: Not Built/Study OnlyCompleted on Time and Within Budget? N/A Project Team: Jeff Dillon, AIA, Project Manager Stacey White, AIA, LEED AP Principal -in -Charge rrm:: : ,group Gki ••_,�^�°^�^'^^,^O �x^��' San Juan Capistrano CRAI The Groves at Williams Ranch 53 Fir -0 =77M a :_,K Veloce Partners Long Beach Portfolio 13 Scattered Sites Long Beach, CA 10 Hampshire Court Ladera Ranch, CA 92694 The 320 unit Long Beach Portfolio includes 11 family and 2 senior P: (949) 510-6552 apartment complexes located in various communities within the F: (949) 388-2158 City of Long Beach. The properties were acquired and thoroughly velocepartners.com rehabilitated between 2004 and 2008. Project Role Affordability & Unit Mix: Housing Consultant Studio: 5 2 Bedroom: 178 1 Bedroom: 128 3 Bedroom: 9 Initial unit rents ranged from $633 to $1069 per month, affordable to households earning between 50% and 60% of area median income. Financial Plan & Partners: The property was financed with the assistance of the City of Long Beach and the Federal low income housing tax credit program using tax-exempt bond financing. Centerline Capital Group $ 15,236,000 City of Long Beach $ 14,360,000 LIHTC Equity $ 10,800,000 Total Development Cost: $ 45,800,000 Development Team: The property was developed through a joint venture between Veloce Partners Inc. and non-profit Decro Corporation. Completion Date: December 2008 Reference: Robin Grainger City of Long Beach Neighborhood Services Bureau 444 W. Ocean Blvd., #1700 Long Beach, CA 90802 P:(562)570-6373 rrm;.:...:.;:group IN creAng•nw.on em, �onie ervm' San Juan Capistrano CRA I The Groves at Williams Ranch 54 Referenced Projects Veloce Partners Orion Gardens 10 Hampshire Court 8955 N. Orion Ave. Ladera Ranch, CA 92694 North Hills, CA 91343 P:(949)510-6552 F: (949) 388-2158 Description: velocepartners.com Orion Gardens is an affordable 32 unit family apartment complex located in the City of Los Angeles' North Hills community. Project Role Affordability & Unit Mix: Housing Consultant 1 Bedroom: 9 2 Bedroom: 12 3 Bedroom: 11 Unit rents range from $469 to $950 per month and are affordable to families earning between 30% and 50% of area median income. Financial Plan & Partners: The property was financed with the assistance of several public agencies and the Federal low income housing tax credit program. US Bank $ 5,700,000 City of Los Angeles HOME $ 3,125,000 Community Redevelopment Agency of the City of Los Angeles $ 2,300,000 LIHTC Equity $ 8,226,000 Total Development Cost: $ 13,700,000 Development Team: The property was developed through a joint venture between Veloce Partners Inc. and non-profit Decro Corporation. ICON CDC provides a range of supportive services to residents of the property. Completion Date: May 2009 Reference: Tim Elliott City of Los Angeles Housing Department 1200 W. 7th St., 8th Floor Los Angeles, CA 90017 213-808-8901 rrm-. I group IN i 11.11,11_1111m�M 1_v _Wb San Juan Capistrano CRAI The Groves at Williams Ranch 55 Referenced Projects Colleen Bathgate, LEED AP Fair Oaks Walk, Pomona, CA P: (949) 370-0432 Acting as the Director of Design Colleen led the design for a colleenbathgate@hotmail.com mixed-use project that included 34 townhomes and a 2,500 square foot retail building. This in -fill project was designed with Craftsman Project Role style exterior elevations. Multi -Family Housing Consultant Reference: The Olsen Company Eric Everhart 3010 Old Ranch Parkway, Suite 100 Seal Beach, CA 90740 P:(562)596-4770 Foothill Walk, Upland, CA Acting as the Director of Design Colleen led the design for a community of 72 townhomes and recreation area that included e pool and restroom building. This infill project was designed with both French and Spanish style exterior elevations. Colleen also oversaw the preparation of the specific plan for this community. Reference: The Olsen Company John Reischl 3010 Old Ranch Parkway, Suite 100 . Seal Beach, CA 90740 P: (562) 596-4770 rrm ;, group <n.O.p envi.onmpnup pk•,4oy' San Juan Capistrano CRAI The Groves at Williams Ranch 56 Referenced Projects Rincon Consultants, Inc. Environmental Assessments for the Community Development 790 East Santa Clara Street Block Grant Program Ventura, California 93001 Rincon Consultants is currently in the second year of its fourth P: (805) 641-1000 consecutive three-year contract to provide as needed CEQA/ F: (805) 641-1072 NEPA documentation and consulting services to the Los Angeles Community Development Commission (tenth year with this Project Role contract). Rincon has managed the preparation of all NEPA- Environmental Consultant required environmental documentation for projects proposed under the CDBG Program within unincorporated Los Angeles County and 48 cooperating cities within the county during this time frame. Typical projects addressed concerned small- scale housing, commercial, and industrial development, senior centers, recreational facility upgrades, and improvements to public infrastructure. CEQA-required documentation was also prepared for those projects located within the unincorporated area. The environmental assessments followed the U.S. Housing and Urban Development short form methodology, which allowed for rapid assessment of environmental issues and processing of the documents. Under this contract, Rincon also provided on-site staffing for a three and one half month period during the Commissions' recruitment of a new environmental compliance officer. In addition, under a separate multi-year contract, Rincon's Environmental Site Assessment Group has directed several Phase I Environmental Site Assessments and provided human health risk assessment and expert review of technical reports for a variety of CDC projects, including those involving reuse of former oil refinery, gas station, mixed use industrial, and chemical factory sites. Client: Los Angeles County Community Development Commission Contact: DeAnn Johnson (323) 890-7064 pi rrm. .,group III r ...... San Juan Capistrano CRAI The Groves at Williams Ranch 57 Referenced Projects Rincon Consultants, Inc. John Laing Homes Residential Project EIR 790 East Santa Clara Street Rincon prepared an LCP Amendment and EIR for the proposed Ventura, California 93001 conversion of about 17 acres of land designated for Industrial P: (805) 641-1000 use to Residential use. The proposed project involved several F: (805) 641-1072 discretionary actions that would result in the conversion of an existing, partially developed, industrial area into two distinct Project Role residential development projects. These projects included an Environmental Consultant 86 -unit town home project and a 68 -unit single family residential development. Most notably, the project required an amendment to the City's Local Coastal Program, which required approval by the - City Council as well as the California Coastal Commission. Other requested entitlements include Planned Development Permits for each site, Tentative Tract Maps for each site, Land Use and Zoning Map boundary changes, and land use designation, text, and map changes to the City's adopted Local Coastal Program. Key issues involved availability of additional industrial land to support current and projected future activities at the Port of Hueneme, traffic and circulation, hazardous materials related to past industrial uses, and land use compatibility associated with nearby industrial uses and the Ventura County Railroad line, that bisected the two proposed developments. Client: City of Port Hueneme Contact: Greg Brown (805) 986-6553 rrm; > group ili. San Juan Capistrano CRAI The Groves at Williams Ranch 58 Referenced Projects Urban Crossroads, Inc. Burris Basin Park Mitigated Negative Declaration 41 Corporate Park, Suite 300 Transportation Analysis Irvine, California 92606 The purpose of this focused transportation analysis was to P: (949) 660-1994 evaluate the potential.traffic impacts of the proposed Burris F: (949) 660-1911 Basin Park to the extent necessary to support preparation of a mitigated negative declaration for the proposed project. The Project Role report demonstrated that the potential project impacts in terms of Traffic Consultant traffic contribution (trip generation), potential impacts to off-site circulation, on-site circulation, parking, safety, and alternative modes of transport were less than significant or could be mitigated to less than significant levels. rrm:,a group ve.0+� maoom.m, o.00�e mi.r Client: City of Anaheim Pamela Galera 200 South Anaheim Boulevard, Suite 433 Anaheim, CA 92805 P:(949)765-463 San Juan Capistrano CRAI The Groves at Williams Ranch 59 Referenced Projects Urban Crossroads, Inc. Foothill Boulevard Specific Plan Traffic Impact Analysis 41 Corporate Park, Suite 300 This report, prepared while working cooperatively with RRM Irvine, California 92606 Design Group staff, summarized the traffic impact analysis P: (949) 660-1994 conducted to assess the potential impacts of the proposed Foothill F: (949) 660-1911 Boulevard Specific Plan on the roadway system in the study area. The City of Rialto has begun efforts to improve the three-mile Project Role stretch of Foothill Boulevard (State Highway 66) within the City Traffic Consultant boundaries. As a part of this effort, the City recently incorporated most of the Foothill Boulevard frontage properties into an expanded redevelopment area. The Foothill Boulevard Specific Plan establishes land use regulations and development guidelines for future development along this section of Historic Route 66. The westerly boundary of the Specific Plan is Maple Avenue, which is adjacent to the City of Fontana. The easterly boundary is Pepper Avenue, which is adjacent to the City of San Bernardino. This report included a description of the project in detail and provided a complete description of existing and projected traffic conditions within the study area. The effects of redevelopment on study area traffic conditions was a part of the overall work effort. It also documented traffic calming measures (such as road closures and alternate route improvements) suggested for the corridor. Client: City of Rialto Donn Montag 150 South Palm Rialto, CA 92376 P:(909)421-7218 rrm.. , . group ill Y "e., .""P"k San Juan Capistrano CRAI The Groves at Williams Ranch 60 Referenced Projects Sam M. Ali, PE, LEED AP UCI Palo Verde Housing Phase II, Irvine, CA (Gold LEED Certified): Project Role Sam Ali PE, LEED-AP was the Project Manager for schematic Project Entitlement/ design and design development for the Palo Verde Housing Civil Engineering expansion project (two and three story cluster buildings, 442 units). The scope includes preparation of grading, storm drain, sewer, water, and street plans, and coordination of power, gas, telephone, and cable design. The scope also includes extending California Avenue and Palo Verde Road and preparing hydrology and hydraulic studies. Bordering the project is a riparian corridor that will be used to enhance storm water quality and flood water detention. Project Size: 15 acres Year of Completion: 2004 Client's Reference: Gary Penman, Project Architect 1900 Main Street, 8th Floor Irvine CA 92614 P: (949) 809-3388 E: gpenman@mve-architects.com Was the project delivered within the originally approved budget and on schedule? Yes rrm ;; group iii f" <m,n^u^^"•^^^�^��^Pk <M^r' San Juan Capistrano CRAI The Groves at Williams Ranch 61 Referenced Projects Sam M. All, PE, LEED AP Arroyo Trabuco Golf Course And Club House, City of Mission Viejo/ City of San Juan Capistrano Project Role Project manager in charge of preparing and processing full Project Entitlement/ civil engineering documents through the City of Mission Viejo Civil Engineering and the City of San Juan Capistrano. The scope included preparing rough grading, precise grading, sewer, water, street improvements, WQMP, SWPPP plans. The scope also included conducting hydrology and hydraulic studies for Trabuco Creek to delineate flood limit, construction cost estimate, bid assistance and construction administration. The scope included the design of BMP's for storm water treatment and retention to avoid enviromental impact on Trabuco Creek. Project Size: 250 Acres Year of Completion: 2005 Client's Reference: Jeremy Laster, Project Manager Rancho Mission Viejo 28811 Ortega Highway P.O. Box 9 San Juan Capistrano CA 92693 P: (949) 240-3363 E: jlaster@ranchomv.com Was the project delivered within the originally approved budget and on schedule? Yes UCI Palo Verde Housing Phase II, Irvine, CA (Gold LEED Certified): Sam Ali PE, LEED-AP was the Project Manager for schematic design and design development for the Palo Verde Housing expansion project (two and three story cluster buildings, 442 units). The scope includes preparation of grading, storm drain, sewer, water, and street plans, and coordination of power, gas, telephone, and cable design. The scope also includes extending California Avenue and Palo Verde Road and preparing hydrology and hydraulic studies. Bordering the project is a riparian corridor that will be used to enhance storm water quality and flood water detention. group San Juan Capistrano CRA I The Groves at Williams Ranch 62 Challenge The site was underlain by undocumented fill and highly expansive and corrosive alluvial soils. Additionally, property constraints prevented complete removal of undocumented fill without installing vertical shoring. Solution Geocon provided grading and foundation recommendations to enable the multi -story apartment buildings, one condominium tower, the retail buildings, and all four of the 5 -story parking garages to be founded on shallow foundations underlain by expansive soils. This significantly reduced grading and foundation costs when compared to an exportlimport operation and/or deep foundations. Geocon also provided recommendations to enable grading and building construction to occur without the need of vertical shoring for the apartment and parking structures and on two of the three condominium towers. Reference Opus West Construction Corporation 2020 Main Street, Suite 800 Irvine, California 92614 Mr. Burt Levesque (currently with Sundt Construction, Inc.) P:(619)321-4800 rrm._:: :; ;group San Juan Capistrano CRA I The Groves at Williams Ranch 63 Referenced Projects GEOCON Incorporated The Plaza Irvine, Irvine, CA 6960 Flanders Drive San Diego, CA 92121-2974 Project P: (858) 558-6900 The Campus Center/Plaza Irvine project is a 14 -acre multifamily, www.geoconinc.com condominium, and retail development. The project consisted of constructing 23 four-story multi -family apartment buildings, three Project Role 13 -stories above and 3 -stories below grade condominium towers, Geotechnical Enginner four 5 -story parking structures, and multilevel retail buildings. Geocon Incorporated was the geotechnical engineer for the project and performed a geotechnical investigation for design and construction, and follow-up work including testing and observation during grading and foundation construction. Challenge The site was underlain by undocumented fill and highly expansive and corrosive alluvial soils. Additionally, property constraints prevented complete removal of undocumented fill without installing vertical shoring. Solution Geocon provided grading and foundation recommendations to enable the multi -story apartment buildings, one condominium tower, the retail buildings, and all four of the 5 -story parking garages to be founded on shallow foundations underlain by expansive soils. This significantly reduced grading and foundation costs when compared to an exportlimport operation and/or deep foundations. Geocon also provided recommendations to enable grading and building construction to occur without the need of vertical shoring for the apartment and parking structures and on two of the three condominium towers. Reference Opus West Construction Corporation 2020 Main Street, Suite 800 Irvine, California 92614 Mr. Burt Levesque (currently with Sundt Construction, Inc.) P:(619)321-4800 rrm._:: :; ;group San Juan Capistrano CRA I The Groves at Williams Ranch 63 Referenced Projects GEOCON Incorporated Sagewood Apartments, San Diego, CA 6960 Flanders Drive San Diego, CA 92121-2974 Project P: (858) 558-6900 The Sagewood Apartment project is an afforadable housing www.geoconinc.com project constructed in the Stonebridge Estates development. The complex has 106 units and a community center and business Project Role center. Geocon Incorporated was the geotechnical engineer for Geotechnical Enginner the project and provided geotechnical reports for design and construction. Geocon Incorporated also performed testing and observation services during grading and observation during foundation construction. Challenge The site was underlain by both compacted fill and native formational soils which created non uniform bearing conditions across the site. Solution Geocon provided grading and foundation recommendations to enable the multi -story apartment buildings to be constructed with minimal remedial grading. Geocon Incorporated was the geotechnical engineer for the overall Stonebirdge Estates development which enabled us to prepare update geotechnical reports without the need for additional field investigation and laboratory testing, thereby saving the client money. Highlights & Client Benefits: • Minimal remedial grading allowing all of the buildings to have relatively uniform bearing conditions for shallow foundations. • Did not need to perform additional field and laboratory studies as Geocon Incorporated was the Geotechnical Engineer for the overall Stonebridge Estates development. Reference Fairfield Development, L.P. Mr. Steve Cooper, Project Manager 23291 Mill Creek Drive, Suite 100 Laguna Hills, California 92653 P: (949) 206-1160 rrm.i group ffl "rc '«.I�..up•ockemm• San Juan Capistrano CRAI The Groves at Williams Ranch 64 Referenced Projects Cumming Various Multi -Family Low Income Housing Developments 25 Enterprise, Suite 590 Los Angeles County, CA Aliso Viejo, CA 92656 Cumming (formally CCG) performed cost estimating and P: (949) 900-0440 -construction management support services involving various multi - F: (949) 900-0450 family low-income housing and senior housing. These projects included the following sites: Project Role • Budlong/Athens Cost Estimation • Alabama Street Monrovia Senior Housing • Nueva Maravilla Client: Los Angeles County Community Development Commission 2 Coral Circle, Monterey Park, CA 91755 Lynn Katano, P:(323)890-7266 Approximate Construction Value: $1 Million per site Year of Services: 1999 City of Los Angeles Housing Department — Ralston Site/Polk Housing, Los Angeles, CA Cumming performed a construction cost review of Design+Build packages submitted by five developers for a housing project in Los Angeles. In total, the project encompassed approximately 153,000 SF of housing, which included 3- and 4 -bedroom multi -family units, and 3- and 4 -bedroom single-family homes. Client: FSY Architects 3235 San Fernando Rd. #2C, Los Angeles, CA 90065 Vijay Sehgal P:(323)255-4343 Approximate Construction Value: $11 Million Year of Services: 2006 spill rrm r group «..�..p nwonmvx: r�nnie a^i^r' San Juan Capistrano CRAI The Groves at Williams Ranch 65 Referenced Projects TMAD TAYLOR & GAINES Belmont Village, Los Angeles, CA 800 N. Ferrari Lane, Suite 100 TMAD TAYLOR & GAINES is providing Mechanical, Electrical, Ontario, CA 91764 Plumbing and Fire Life Safety Engineering Services for this 156 Phone: (909) 477-6915 unit, 6 story assisted care living complex. The facility will include a Fax:(909) 477-6916 full service kitchen, dining, laundry, an underground parking facility for 290 vehicles and other supporting functions to make a fully Project Role functional assisted care living complex. MEP Engineering Size: 160,000 SF Est. Completion: 2010 Cost: $30,000,000 Reference: Ed Carfagno RNL Design P: (213) 955-9775 La Jolla Village Towers, Classic Residence by Hyatt, La Jolla, CA TMAD TAYLOR & GAINES provided electrical design for this new, 20 -story, 323,000 SF apartment tower with 232 units and 3 -levels of underground parking. The existing residential tower was renovated and construction of a 10,000 SF point of entry connector link between the two towers was also added. Amenities include a heated indoor swimming pool and spa, fitness center, art studio, library, computer resource center, billiards room, card rooms, beauty salon and barbershop, and wellness center. Size: 323,000 SF Completed: 1996 Cost: $ 45,000,000 Reference: Dale Jenkins Nadel Architects P: (858) 552-8424 rrm.._ ; ,,group ,,.,ony< Imn�t. Pn Ple enlev' San Juan Capistrano CRA I The Groves at Williams Ranch 66 Option -One 2755 Bristol Street, Suite 100 Costa Mesa, CA 92626 P: (714) 556-1916 F: (714) 556-1952 E: info@option-1.com Project Role Stuctural Engineering rrm : group crtatl�g enrronmmu nwpk mpy' Referenced Projects CHS at Westcreek Builder: Lennar Homes Location: Santa Clarita, California Type of Construction: • Two story type V • Mutli-Family attached • 3-plex, 4-plex, 5-plex, 6-plex Option One provided structural engineering services for the building structures. Project: 117 units, 26 buildings, approx 240,000 square feet. Completion: Completion in 2008. Reference: John Stoneman, Director of Construction Lennar Homes 28767 Calle De La Paz Valencia, California 91354 Cell: (661) 510-0062 E -Mail: John.A.Stoneman@Lennar.com San Juan Capistrano CRAI The Groves at Williams Ranch 67 Referenced Projects Option -One San Jacinto & Hwy 111 2755 Bristol Street, Suite 100 Builder: The Olson Company (GC) Costa Mesa, CA 92626 Owner: City of Rancho Mirage P: (714) 556-1916 Location: Rancho Mirage, California F: (714) 556-1952 E: info@option-1.com Type of Construction: • One and Two story type V Project Role • Mutli-Family attached Stuctural Engineering • Duplex, Triplex 1 -story • 12-plex: stacked flats, carriage units/garage Option One provided structural engineering services for the building structures, landscape structures, retaining walls, drywell vault. Project: 82 units, 15 buildings, approx 125,000 square feet. Completion: Project has currently started construction. Completion in 2010. Reference: Tom Moore, Senior Director of Operations The Olson Company 3010 Old Ranch Parkway, Suite 100 Seal Beach, California 90740 Cell: (562) 682-7422 E -Mail: tmoore@theolsonco.com Project Name: CH5 at Westcreek Builder: Lennar Homes Location: Santa Clarita, California Type of Construction: • Two story type V • Mutli-Family attached • 3-plex, 4-plex, 5-plex, 6-plex Option One provided structural engineering services for the building structures. Project: 117 units, 26 buildings, approx 240,000 square feet. Completion: Completion in 2008. Reference: John Stoneman, Director of Construction, Lennar Homes 28767 Calle De La Paz Valencia, California 91354 rrm : ;; group l" ".0,y � vm'k. San Juan Capistrano CRAI The Groves at Williams Ranch 68 Fee Schedule Project Rate Structure The Groves at Williams Ranch Development Project is based upon the Basic Service Time and Material Not to Exceed Amount plus Optional Value Added Services as may be requested by the Owner. The identified task fees found on the next page are estimated, not -to -exceed amounts only and all work shall be performed and invoiced at RRM's standard billing rates. Nis" rrm_; group / v P* mW San Juan Capistrano CRAI The Groves at Williams Ranch 69 Fee Schedule 70 San Juan Capistrano CRA I The Groves at Williams Ranch rrm i i ,group creating er,.wnmenu peepk m�oy° iS; GP1f.JA ' ation' eu '(4 Services AddedBasic Value Services Task A.1 Data Collection, Review and Kick -Off Meeting $ 14,030 ❑ Task A.2 Project Build Out Assumptions $ 17,210 ❑ Task A.3 GPA/RZ Application and Draft Development Plan $ 92,130 o Task A.4 Administrative Review of Draft Application and Plan $ 8,920 ❑ Task A.5 Initial Public Review of Draft Development Plan $ 12,740 ❑ Task A.6 Public Review of Final Draft Development Plan $ 14,340 ❑ Task A.7 Project Coordination $ 28,940 ❑ Task A.8 Economic Anal Pis of Project and Fundin A roach $ 9,820 ❑ TSIs 'M�'V . Task B.1 CEQA Kick -Off Meeting $ 4,070 ❑ Task B.2 Field Reconnaissance $ 4,530 ❑ Task B.3 Data Gathering and Evaluation $ 9,670 a Task B.4 Project Description $ 4,500 ❑ Task B.5 Initial Study and CEQA Documentation $ 49,250 ❑ Task B.6 Notice of Intent to Adopt Mitigated Negative Dec $ 3,490 ❑ Task B.7 Preparation of Response to Comments $ 6,020 ❑ Task B.8 Work Program Refinement $ 20,000 ❑ Task B.9 Jurisdictional Delineation Rwe ar .I`trai<C' tia 'u' "iEl7 :". $ 6,200 n Task CA Enhanced Schematic Engineering Report $ tbd ❑ Task C.2 Design Development Documentation $ tbd o Task C.3 Construction Documentation and Construction Cost $ tbd ❑ Task CA Communit Worksho Is z "Sto " '1- oft�nlu"Oftj 0i $ tbd ❑ 77 Task D.1 Project Bidding / Bid Support Services $ tbd n Task D.2 Construction Admin / Construction Observation $ tbd n SUBTOTAL69:aa Reimbursable Expenses $ 14,125 ❑ Owner Design Contingency$ TOTAL283,965 50,000 ❑ NOTES: Basic Services for Phase I includes. Planning, Architecture, Landscape Architecture, Sustainability, Civil Engineering, Electrical Engineering, Environmental Consulting (Traffic, Noise, Cultural Resources, Biological, Arbor), Geotechnical Engineering, and coordination with Owner consultants 3 To be invoiced on a Time and Material Not -To -Exceed Basis GENERAL NOTE: All reimbursable expenses, travel expenses and indirect costs are excluded from line item Task amounts and will be billed as incurred plus 106/6. 70 San Juan Capistrano CRA I The Groves at Williams Ranch rrm i i ,group creating er,.wnmenu peepk m�oy° Fee Schedule Footnotes: A. Fixed fee tasks will be billed as the work progresses until the task is completed and the total amount stated in the contract for the task is invoiced. B. Estimated fees for tasks shown as 'Time and Materials Not -To -Exceed" are provided for informational purposes only. Amounts billed for these tasks, which will reflect actual hours invested and will be invoiced at RRM's standard billing rates per the attached rate schedule. Client Responsibilities • Designate one (1) contact person who will serve as the client representative • Document distribution for design reviews • Contract, coordination, and management of any consultants, and coordination with team members • Application fees for agency review • Work with RRM to develop, review, and approve a written program describing the projects major components • Assistance with the development of the Project narrative description and completion of City application forms and materials Exclusions to Phase I Scope of Services Please note that the tasks to be performed by the RRM team are limited solely to those outlined above. Changes requested by the client, changes in the client's program, or directions that are inconsistent with prior work efforts are subject to additional services fees as outlined in RRM Exhibit -A-1 form. This scope excludes all services not included in the above scope of services including, but not limited to, the following: -Legal services • Title company fees • Preparation of CC&R's • Phase I Cost Estimating • Structural Engineering • Mechanical Engineering • Off-site improvements • Tentative tract mapping • Payment of agency fees • Habitat restoration in any jurisdictional wetland • Phase I Energy use/carbon impact studies • Right-of-way and easement negotiations and/or recording • Sales program/brochure exhibits or other graphics not described herein Any additional services that RRM Design Group is asked to perform over and above those described above will be billed on a negotiated and client -approved fixed fee or hourly basis as additional services against the Owner's Design Contingency fund. rrm , : ;,group ffl �. u,u��, •»,•�me,.,,rMw. �,;q% San Juan Capistrano CRAI The Groves at Williams Ranch 71 rwite;igngroup III creating environments people enjoy' Dear Ms. Stokes, This proposal is based on configurations shown on the preliminary concept plan layout dated March 26, 2010 and assumes that all use permits are in place prior to beginning work. Plans are proposed to be prepared on City of San Juan Capistrano title block The site civil package proposal provides for a total of three separate plan check submittals to the City of San Juan Capistrano. Improvement plans will be prepared on a sheet size of 24"x36" at a scale deemed appropriate by the project engineer. Civil Engineering Construction Documents C1. GENERAL NOTES AND DETAIL SHEETS RRM Civil will prepare improvement plans to include general notes, sheet indexing and approval signature blocks. Detail sheets will be prepared to provide non-standard details required for construction items indicated on the project improvement plans. Deliverables: Approximately one (1) title sheet, one (1) general note sheet, two (2) detail sheets Fixed Fee: $3,520 (see footnote "A" below) C2. CAMINO CAPISTRANO STREET WIDENING IMPROVEMENT PLANS RRM Design Group will prepare plan and profile construction documents for that portion of Camino Capistrano fronting the project development area. The improvement plans will incorporate the following components: • Horizontal and vertical street alignment as indicated on the concept plan • Widening along the project frontage • Vertical profile information for the existing centerline and easterly edge of pavement • Construction stationing • Curb return profile • Traffic control plan • Civil construction items will be identified with the appropriate City standard • Associated grading and embankment into the Groves site • Underground wet utility stubs to the groves site (if needed) • Relocation of overhead lines • Preliminary opinion of improvement costs (based on concept plan) Deliverables: Approximately three (3) street plan and profile sheets Fixed Fee: $24,024 (see footnote "A" below) COMMUNITY I CIVIC 8 PUBLIC SAFETY I RECREATION I EDUCATION I URBAN ARCHITECTS I ENGINEERS I LANDSCAPE ARCHITECTS I PLANNERS I SURVEYORS A Ca01wn'u Ca aW I NmrMmrgOm ArWWgCll0 Jerry Mitli PE9WO,L M76 I J Ferbm,1AVW EXHIBIT B May 21, 2010 RRM Design Group 232 Avenida Fabricante, Ste.112 Ms. Laura Stokes San Clemente, CA 92672 Housing / Redevelopment Director P: (949) 361-7950 City of San Juan Capistrano F: (949) 361-7955 32400 Paseo Adelanto www.nmdesigrLoom San Juan Capistrano, CA 92675 Re: Engineering and Survey Services for The Groves: Camino Capistrano Widening and Site Rough Grading Proposed Scope of Services Dear Ms. Stokes, This proposal is based on configurations shown on the preliminary concept plan layout dated March 26, 2010 and assumes that all use permits are in place prior to beginning work. Plans are proposed to be prepared on City of San Juan Capistrano title block The site civil package proposal provides for a total of three separate plan check submittals to the City of San Juan Capistrano. Improvement plans will be prepared on a sheet size of 24"x36" at a scale deemed appropriate by the project engineer. Civil Engineering Construction Documents C1. GENERAL NOTES AND DETAIL SHEETS RRM Civil will prepare improvement plans to include general notes, sheet indexing and approval signature blocks. Detail sheets will be prepared to provide non-standard details required for construction items indicated on the project improvement plans. Deliverables: Approximately one (1) title sheet, one (1) general note sheet, two (2) detail sheets Fixed Fee: $3,520 (see footnote "A" below) C2. CAMINO CAPISTRANO STREET WIDENING IMPROVEMENT PLANS RRM Design Group will prepare plan and profile construction documents for that portion of Camino Capistrano fronting the project development area. The improvement plans will incorporate the following components: • Horizontal and vertical street alignment as indicated on the concept plan • Widening along the project frontage • Vertical profile information for the existing centerline and easterly edge of pavement • Construction stationing • Curb return profile • Traffic control plan • Civil construction items will be identified with the appropriate City standard • Associated grading and embankment into the Groves site • Underground wet utility stubs to the groves site (if needed) • Relocation of overhead lines • Preliminary opinion of improvement costs (based on concept plan) Deliverables: Approximately three (3) street plan and profile sheets Fixed Fee: $24,024 (see footnote "A" below) COMMUNITY I CIVIC 8 PUBLIC SAFETY I RECREATION I EDUCATION I URBAN ARCHITECTS I ENGINEERS I LANDSCAPE ARCHITECTS I PLANNERS I SURVEYORS A Ca01wn'u Ca aW I NmrMmrgOm ArWWgCll0 Jerry Mitli PE9WO,L M76 I J Ferbm,1AVW EXHIBIT B rrmde >isngroup creating environments people enjoy' Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 2 of 6 C3. GROVES SITE ROUGH GRADING PLANS RRM Design Group will prepare construction documents the onsite improvements area, approximately 3 acres, to establish rough grades for the development envelope. The following components are anticpated for implementation of this activity: • Rough grading plans to include contours and spot elevations to establish the general intent of the development pattern, building pads and interim drainage measures • Earthwork quantities • Erosion control plans to establish temporary and permanent BMP's and erosion mitigation for the site during and after construction • A water quality management plan to indentify installation or construction elements proposed for water quality treatment • Preliminary hydrology for interim elements to conform to future development • General grading, erosion control and BMP notes and installation details • Civil construction items identified with the appropriate City standard • Conformance with Camino Capistrano widening plans Deliverables: Approximately three (3) grading, (3) erosion control and (2) WQMP plan sheets Fixed Fee: $33,440 (see footnote "A" below) Traffic Engineering Services (by Urban Crossroads) Tr0.1 — Input on the design concept, including site visit by senior designer and input regarding necessary transition distances to move the SB through lane to the west. This task includes one additional meeting with the project team, including senior designer and project manager. Tr0.2 —Signing and Striping Plan Follow up to the concept plan. Tr0.3 — Signal Modification This task includes the following items: • Field inventory of existing conditions • Base plan preparation — building on the available digital files to add the signal conduits and above ground signal components. • Comprehensive modifications to address existing design issues and to bring the signal configuration up to current standards Deliverables: Approximately four striping and signal modification plans Fixed Fee: $15,173 (see footnote "A" below) S1. SUPPLEMENTAL TOPOGRAPHY This task will include supplemental topography for design of the match points and edge conditions and various field survey work required to supplement the civil construction document preparation. Anticipated Field Tasks to include: • Edge control survey for design purposes. • Camino Capistrano cross sections conditions detailed survey for design purposes • Junipero Serra detail survey igroup IN creating environments people enjoy' Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 3 of 6 Fixed Fee: $4,235 (see footnote "A" below) M1. PROJECT COORDINATION It is understood that the City of San Juan Capistrano will perform the duties required to coordinate, schedule and process this set of plans. During the construction document phase, the civil engineering group will assist in these efforts by providing the services listed below: • When requested by the Client, RRM will provide research, coordination and advice on development strategies and processing requirements. • Coordinate and attend up to eight project -related meetings with the design team, the City of San Juan Capistrano, public utilities and miscellaneous agencies. Coordination with the planning, public works, utilities, fire and building departments • Coordination with overhead utility companies for relocation of poles Transfer of electronic data or print sets to various consultants. Deliverables: Preparation for and attendance at meetings, preparation of exhibits, general coordination. Fee: $10,065 RRM Construction Services CA.01 BIDDING AND CONSTRUCTION ADMINISTRATION Following award of the general construction contract, RRM's team will support the City during the construction phase of the project. We will attend the pre -construction meeting, review and respond to Requests for Information (RFI), Change Orders (CO), submittals, and contractor supplied shop drawings. Under this task, we will also prepare and issue Supplemental Instructions to clarify technical details and prepare preliminary and final punch lists. We will also coordinate with consultants, agencies, and City staff. This task is proposed to be invoiced hourly up to a maximum of 90 hours. Deliverables: RFI, CO, submittal reviews, shop drawings responses, supplemental instructions, and general record keeping documents. Fee: Time and Materials - Hourly (Budget Estimate: $9,350 see footnote "B" below) CA.02 CONSTRUCTION OBSERVATION RRM's Construction Manager and/or designated representative will prepare for and attend field observation site visits at intervals appropriate to the stage of construction to observe construction progress. This task is proposed to be invoiced on an hourly basis up to a maximum of 60 hours. These site visits and observations are not intended to be an exhaustive check or a detailed inspection of the Contractor's work, but rather are to allow RRM to become familiar with the work in progress and to determine, in general, if the work is proceeding in accordance with the Contract Documents. RRM shall not supervise, direct, or have control over the Contractor's work nor have any responsibility for the construction means, methods, techniques, sequences or procedures selected by the Contractor, nor for the Contractor's safety precautions or programs in connection with the work. These rights and responsibilities are solely those of the Contractor in accordance with the Contract Documents. rrmille ,l)group ; creating environments people enjoy' Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 4 of 6 RRM shall not be responsible for any acts or omissions of the Contractor, subcontractor, any entity performing any portion of the work, or any agents or employees of any of them. RRM does not guarantee the performance of the Contractor and shall not be responsible for the Contractor's failure to perform work in accordance with the Contract Documents or any applicable laws, codes, rules, or regulations. Deliverables: Site observation and meeting with city staff up to 60 hours. Fee: Time and Materials - Hourly (Budget Estimate: $6,600 see footnote "B" below) CA.03 RECORD DRAWINGS Upon Completion of construction work, RRM will compile and deliver to the City a reproducible set of Record Drawings based upon the marked -up record drawings, addenda, change orders, and other data furnished by the contractor. These Record Drawings will show significant changes made during construction. Because these Record Drawings are based on unverified information provided by the other parties, which RRM shall assume will be reliable; RRM cannot and does not warrant their accuracy. Deliverables: One (1) set reproducible set of Record Drawings. Fee: $6,600 Subtotal Improvement Plans Subtotal Construction Services Total Fee Proposal LIMITATION OF SCOPE The following components are not included in this construction document scope: • Legal services • Structural Engineering services • Soils engineering services • Electrical Engineering • Right-of-way and easement negotiations • Environmental permitting • Construction staging plans • Negotiations with adjacent developers and adjacent homeowners or businesses. • Payment of fees or bonding • Cost estimates • Meetings beyond those specifically identified in the scope of work • Additional document submittals other than those listed above. Plan Exclusions: • Special pavement or flatwork treatments • Tree protection plans • Undergrounding dry utilities • Off site utility extensions • Hydraulic analysis of creek or existing storm drain systems $90,457.00 $22,550.00 $113,007.00 rrmdesigr)group III creating environments people enjoy' Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 5 of 6 CLIENT RESPONSIBILITIES • One contact person who will serve as the City's representative and will consolidate Agency review comments into one list of official comments to which RRM can respond . Document distribution for design reviews, bidding, and construction • Inspection, and testing Notes: 1. Fixed Fee tasks will be billed as the work progresses until the task is completed and the total amount stated in the contract for the task is invoiced. 2. Estimated fees for tasks shown as "Time and Materials (T&M)" are provided for informational purposes only. Amounts billed for these tasks, which will reflect actual hours at RRM's rates, and reimbursable costs, may be more or less than the estimate given. 3. Reimbursable expenses include such things as document reproduction, plotting services, public workshop materials, lodging, car rental (economy rate or equal), mileage (current federal rate), parking fees, phone and fax charges, electronic data transfer, overnight delivery and standard mail, and will be billed on a cost plus 10% basis. 4. RRM reserves the right to adjust standard hourly billing rates on an annual basis. If this proposal is acceptable, please sign where indicated below; return one copy to RRM and retain one copy for your records. Sincerely, RRM DESIGN GROUP r Michael, PE 36895, LS 6276 Principal Aa) � avid C h a 2*6 n Project Manager 7 Tim Walters Principal — Engineering Project Manager Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 6 of 6 rrmdesigrigroup IN creating environments people enjoy - AUTHORIZATION TO PROCEED BY CLIENT REPRESENTATIVE: Sign Print Name, Title Organization Address Date Organization Name AMENDED PROFESSIONAL SERVICES AGREEMENT THIS AMENDED AGREEMENT is made, entered into, and shall become effective this 3`d day of AUGUST, 2010, by and between the San Juan Capistrano Community Redevelopment Agency (hereinafter referred to as the "Agency") and RRM Design Group (hereinafter collectively referred to as the "Consultant"), RECITALS: WHEREAS, Agency and the Consultant desires to Amend the Personal Service Agreement approved December 15, 2009 retaining Land Planning and Environmental services of Consultant regarding the Agency's proposal to the General Plan Amendment and Rezone on a Portion of APN 121-050-21 "The Groves at Williams Ranch"; and, WHEREAS, Consultant has submitted a complete and comprehensive proposal for additional services, necessary for the timeliness and successfulness of the Agency Project, which is attached hereto and incorporated herein by reference as Exhibit "A" to this Professional Services Agreement Amendment; and, WHEREAS, Consultant is qualified by virtue of experience, training, education and expertise to accomplish such services. NOW, THEREFORE, Agency and Consultant mutually agree as follows: Section 1. Scope of Work. The scope of work to be performed by the Consultant shall consist of those tasks as identified and set forth in Exhibit A and Exhibit B. To the extent that there are any conflicts between the provisions described in Exhibit A and Exhibit B and those provisions contained within this Agreement, the provisions in this Agreement shall control. Section 2. Term. This Agreement shall commence on the effective date and shall terminate, and all services required hereunder shall be completed, no later than the schedule of performance outlined in Exhibit A and presented by Consultant. Section 3. Compensation. 3.1 Amount. Total compensation for the services hereunder shall not exceed three hundred eighty eight thousand five hundred thirty five dollars ($388,535) as set forth in Exhibit A and Exhibit B combined. ATTACHMENT 2 3.2 Method of Payment. Subject to Section 3.1, Consultant shall submit monthly invoices based on total services which have been satisfactorily completed for such monthly period. The Agency will pay monthly progress payments based on approved invoices in accordance with this Section. 3.3 Records of Expenses. Consultant shall keep complete and accurate records of all costs and expenses incidental to services covered by this Agreement. These records will be made available at reasonable times to Agency. Section 4. Responsibilities of Consultant. A. Control and Payment of Subordinates: Independent Contractor. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. Agency retains Consultant on an independent contractor basis and not as an employee. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of Agency and shall at all times be under Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. B. Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "A" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, Agency shall respond to Consultant's submittals in a timely manner. Upon request of Agency, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. C. Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of Agency. D. Substitution of Key Personnel. Consultant has represented to Agency that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute Page 2 of 10 other personnel of at least equal competence upon written approval of Agency. In the event that Agency and Consultant cannot agree as to the substitution of key personnel, Agency shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the Agency, or who are determined by the Agency to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the Agency. The key personnel for performance of this Agreement are as follows: RRM Design Group Kirk Van Cleave, Principal -in -Charge David Chac6n, Co -Project Manager E. Consultant's Representative. Consultant hereby designates Kirk Van Cleave, or his or her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. F. Coordination of Services. Consultant agrees to work closely with Agency staff in the performance of Services and shall be available to Agency's staff, consultants and other staff at all reasonable times. G. Standard of Care: Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and sub -consultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and sub -consultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, including a City Business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the Agency, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub -consultants who is determined by the Agency to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the Agency, shall be Page 3 of 10 promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project. Section 5. Limitations Upon Subcontracting and Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for Agency to enter into this Agreement. Consultant shall not contract with any other entity to perform the services required without written approval of the Agency. This Agreement may not be assigned, voluntarily or by operation of law, without the prior written approval of the Agency. If Consultant is permitted to subcontract any part of this Agreement by Agency, Consultant shall be responsible to Agency for the acts and omissions of its subcontractor as it is for persons directly employed. Nothing contained in this Agreement shall create any contractual relationships between any subcontractor and Agency. All persons engaged in the work will be considered employees of Consultant. Agency will deal directly with and will make all payments to Consultant. Section 6. Changes to Scope of Work. In the event of a change in the Scope of Work provided for in the contract documents as requested by the Agency, the Parties hereto shall execute an addendum to this Agreement setting forth with particularity all terms of the new agreement, including but not limited to any additional Consultant's fees. Section 7. Familiarity with Work and/or Construction Site. By executing this Agreement, Consultant warrants that: (1) it has investigated the work to be performed; (2) if applicable, it has investigated the work site(s), and is aware of all conditions there; and (3) it understands the facilities, difficulties and restrictions of the work to be performed under this Agreement. Should Consultant discover any latent or unknown conditions materially differing from those inherent in the work or as represented by Agency, it shall immediately inform the Agency of this and shall not proceed with further work under this Agreement until written instructions are received from the Agency. Section 8. Time of Essence. Time is of the essence in the performance of this Agreement. Section 9. Compliance with Law: E -Verify. 9.1. Compliance with Law. Consultant shall comply with all applicable laws, ordinances, codes and regulations of federal, state and local government. Page 4 of 10 9.2. E -Verify. If Consultant is not already enrolled in the U.S. Department of Homeland Security's E -Verify program, Consultant shall enroll in the E -Verify program within fifteen days of the effective date of this Agreement to verify the employment authorization of new employees assigned to perform work hereunder. Consultant shall verify employment authorization within three days of hiring a new employee to perform work under this Agreement. Information pertaining to the E -Verify program can be found at http://www.uscis.gov, or access the registration page at https://www.vis- dhs.com/employerregistration. Consultant shall certify its registration with E -Verify and provide its registration number within sixteen days of the effective date of this Agreement. Failure to provide certification will result in withholding payment until full compliance is demonstrated. Section 10. Conflicts of Interest. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of the services contemplated by this Agreement. No person having such interest shall be employed by or associated with Consultant. Section 11. Copies of Work Product. At the completion of the work, Consultant shall have delivered to Agency at least one (1) copy of any final reports and/or notes or drawings containing Consultant's findings, conclusions, and recommendations with any support documentation. All reports submitted to the Agency shall be in reproducible format, or in the format otherwise approved by the Agency in writing. Submission of all CAD data files must be in AutoCAD 2006 with a file extension of dwg. Each sheet shall be set up so when the file is opened the complete drawing is viewable. Section 12. Ownership of Documents. All reports, information, data and exhibits prepared or assembled by Consultant in connection with the performance of its services pursuant to this Agreement are confidential to the extent permitted by law, and Consultant agrees that they shall not be made available to any individual or organization without prior written consent of the Agency. All such reports, information, data, and exhibits shall be the property of the Agency and shall be delivered to the Agency upon demand without additional costs or expense to the Agency. The Agency acknowledges such documents are instruments of Consultant's professional services. Page 5 of 10 Section 13. Indemnity. To the fullest extent permitted by -law, Consultant agrees to protect, and hold harmless the Agency and its elective or appointive boards, officers, agents, and employees from any and all claims, liabilities, expenses, or damages of any nature, including reimbursement of reasonable attorneys' fees, for injury or death of any person, or damages of any nature, including interference with use of property, to the extent arising out of, the negligence, recklessness and/or intentional wrongful conduct of Consultant, Consultant's agents, officers, employees, subcontractors, or independent contractors hired by Consultant in the performance of the Agreement. The Consultant's responsibility to protect, defend, and hold harmless the Agency, will not apply if such claims, liabilities expenses or damages are due to the negligence, recklessness and/or wrongful conduct of Agency, or any of its elective or appointive boards, officers, agents, or employees. The policy limits do not act as a limitation upon the amount of indemnification to be provided by Consultant. Section 14. Insurance. On or before beginning any of the services or work called for by any term of this Agreement, Consultant, at its own cost and expense, shall carry, maintain for the duration of the agreement, and provide proof thereof that is acceptable to the Agency, the insurance specified below with insurers and under forms of insurance satisfactory in all respects to the Agency. Consultant shall not allow any subcontractor to commence work on any subcontract until all insurance required of the Consultant has also been obtained for the subcontractor. Insurance required herein shall be provided by Insurers in good standing with the State of California and having a minimum Best's Guide Rating of A- Class VII or better. 14.1 Comprehensive General Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive General Liability coverage in an amount not less than one million dollars per occurrence ($1,000,000.00), combined single limit coverage for risks associated with the work contemplated by this agreement. If a Commercial General Liability Insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this agreement or the general aggregate limit shall be at least twice the required occurrence limit. 14.2 Comprehensive Automobile Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive Automobile Liability coverage, including owned, hired Page 6 of 10 and non -owned vehicles in an amount not less than one million dollars per occurrence ($1,000,000.00). 14.3 Worker's Compensation. If Consultant intends to employ employees to perform services under this Agreement, Consultant shall obtain and maintain, during the term of this Agreement, Worker's Compensation Employer's Liability Insurance in the statutory amount as required by state law. 14.4 Proof of Insurance Requirements/Endorsement. Prior to beginning any work under this Agreement, Consultant shall submit the insurance certificates, including the deductible or self -retention amount, and an additional insured endorsement naming Agency, its officers, employees, agents, and volunteers as additional insureds as respects each of the following: Liability arising out of activities performed by or on behalf of Consultant, including the insured's general supervision of Consultant; products and completed operations of Consultant; premises owned, occupied or used by Consultant; or automobiles owned, leased, hired, or borrowed by Consultant. The coverage shall contain no special limitations on the scope of protection afforded Agency, its officers, employees, agents, or volunteers. 14.5 Errors and Omissions Coverage Throughout the term of this Agreement, Consultant shall maintain Errors and Omissions Coverage (professional liability coverage) in an amount of not less than One Million Dollars ($1,000,000). Prior to beginning any work under this Agreement, Consultant shall submit an insurance certificate to the Agency's General Counsel for certification that the insurance requirements of this Agreement have been satisfied. 14.6 Notice of Cancellation/Termination of Insurance. The above policy/policies shall not terminate, nor shall they be cancelled, nor the coverages reduced, until after thirty (30) days' written notice is given to Agency, except that ten (10) days' notice shall be given if there is a cancellation due to failure to pay a premium. 14.7 Terms of Compensation. Consultant shall not receive any compensation until all insurance provisions have been satisfied. Page 7 of 10 14.8 Notice to Proceed. Consultant shall not proceed with any work under this Agreement until the Agency has issued a written "Notice to Proceed" verifying that Consultant has complied with all insurance requirements of this Agreement. Section 15. Termination. Agency shall have the right to terminate this Agreement without cause by giving thirty (30) days' advance written notice of termination to Consultant. In addition, this Agreement may be terminated by any party for cause by providing ten (10) days' notice to the other party of a material breach of contract. If the other party does not cure the breach of contract, then the agreement maybe terminated subsequent to the ten (10) day cure period. Section 16. Notice. All notices shall be personally delivered or mailed to the below listed addresses, or to such other addresses as may be designated by written notice. These addresses shall be used for delivery of service of process: To Agency: San Juan Capistrano Community Redevelopment Agency 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Attn: Cindy Russell, Chief Financial Officer To Consultant: RRM Design Group 232 Avenida Fabricante,, Ste 112 San Clemente, CA 92672 Attn: Kirk Van Cleave, Principal Section 17. Attorneys' Fees. If any action at law or in equity is necessary to enforce or interpret the terms of this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs and necessary disbursements in addition to any other relief to which he may be entitled. Section 18. Dispute Resolution. In the event of a dispute arising between the parties regarding performance or interpretation of this Agreement, the dispute shall be resolved by binding arbitration under the auspices of the Judicial Arbitration and Mediation Service ("JAMS"). Page 8 of 10 Section 19. Entire Agreement. This Agreement constitutes the entire understanding and agreement between the parties and supersedes all previous negotiations between them pertaining to the subject matter thereof. [SIGNATURE PAGE FOLLOWS] Page 9 of 10 IN WITNESS WHEREOF, the parties hereto have executed this Agreement. ATTEST: Maria Morris, Agency Secretary APPROVED AS TO FORM: Omar Sandoval, Agency Counsel SAN JUAN CAPISTRANO COMMUNITY REDEVEOPMENT AGENCY LIM Joe Tait, Executive Director "CONSULTANT" RRM Design Group, Inc.: 0 Kirk Van Cleave, Principal Page 10 of 10 RRM Design Group, 232 Avenida Fabricante, Ste. 112 San Clemente, CA 92672 P: (949) 361-7950 s F: (949) 361-7955 t www.rrmdesign.com j s a' Dear Ms, Stokes, rrm ;group 01 creating environments people enjoy" Ms. Laura Stokes Pyr Housing / Redevelopment Director City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Re: Engineering and Survey Services for The Groves: Camino Capistrano Widening and Site Rough Grading Proposed Scope of Services This proposal is based on configurations shown on the preliminary concept plan layout dated March 26, 2010 and assumes that all use permits are in place prior to beginning work. Plans are proposed to be prepared on City of San Juan Capistrano title block The site civil package proposal provides for a total of three separate plan check submittals to the City of San Juan Capistrano. Improvement plans will be prepared on a sheet size of 24"x36" at a scale deemed appropriate by the project engineer. Civil Enaineerina Construction Documents C1. GENERAL NOTES AND DETAIL SHEETS RRM Civil will prepare improvement plans to include general.notes, sheet indexing and approval signature blocks. Detail sheets will be prepared to provide non-standard details required for construction items indicated on the project improvement plans. Deliverables: Approximately one (1) title sheet, one (1),general note sheet, two (2) detail sheets Fixed Fee: _$3,520 (see footnote "A" below) V/ C2. CAMINO CAPISTRANO:STREET WIDENING IMPROVEMENT PLANS RRM Desi4in" ..roup will prepare' -plan and profile construction documents for that portion of Camino Capistrano fronting the project development area. The improvement plans will incorporate the following components: • Horizontal'and=vertical street aljgnment as indicated on the concept plan • Civil construction items will be identified with the appropriate City standard • Associated grading and embankment into the Groves site • Underground wet utility stubs to the groves site (if needed) • Relocation of overhead lines • Preliminary opinion of impro ement costs (based on concept plan) • eA121f1t"Vil Ft.4R Deliverables: Approximately three (3) street plan and profile sheets Fixed Fee: *24,0244see_foatnote "A" below) 10P COMMUNITY I CMC S PUBLIC SAFETY I RECREATION I EDUCATION I URBAN ARCHITECTS I ENGINEERS I LANDSCAPE ARCHITECTS I PLANNERS I SURVEYORS ACW AWC"p IN MaA�.kW CIIW I.WryMMrI PE Y:•BSS, LB P8Tl6 I.MFWrJhA EXHIBIT B rrm .: :group creating environments people enjoy° Engineering and Survey Services for the Groves Scope of Services May 5, 2010 Page 2 of 5 C3. GROVES SITE ROUGH GRADING PLANS RRM Design Group will prepare construction documents the onsite improvements area, approximately 3 acres, to establish rough grades for the development envelope. The following components are anticipated for implementation of this activity: • Rough grading plans to include contours and spot elevations to establish the general intent of the development pattern, building pads and interim drainage measures • Earthwork quantities • Erosion control plans to establish temporary and permanent BMP's and erosion mitigation for the site during and after construction • A water quality management plan to indentify installation or construction elements proposed for water quality treatment • Preliminary hydrology for interim elements to conform to future development • General grading, erosion control and BMP notes and installation details • Civil construction items identified with the appropriate City standard • Conformance with Camino Capistrano widening plans Daliverables: Approximately three (3) grading, (3) erosion control and (2) WQMP plan sheets Fixed Fee: $33,440 (see footnote "A" below) ✓ Traffic Engineering Services (by Urban Crossroads) Tr0.1 — Input on the design concept, including site visit by senior designer and input regarding necessary transition distances to move the SB through lane to the west. This task includes one additional meeting with the project team, including senior designer and project manager. Tr0.2 —Signing and Striping Plan Follow up to the concept plan.�� Tr0.3 — Signal Modification This task includes the following items: • Field inventory of existing condi ns • Base plan preparation — building on the available digital files to add the signal conduits and above ground signal components. • Comprehensive modifications to address existing design issues and to bring the signal configuration up to current standards Deliverables: Approximately four striping and signal modification plans Fixed Fee: $45,47.9 see footnote "A" below) 57j 4500 $1. SUPPLEMENTAL TOPOGRAPHY This task will include supplemental topography for design of the match points and edge conditions and various field survey work required to supplement the civil construction document preparation. Anticipated Field Tasks to include: • Edge control survey for design purposes. • Camino Capistrano cross sections conditions detailed survey for design purposes • Junipero Serra detail survey / Fixed Fee: $4,235 (see footnote "A" below) �/ u ;-r group ll creating environments people enjoy' Engineering and Survey Services for the Groves Scope of Services May 5, 2010 Page 3 of 5 M1. PROJECT COORDINATION It is understood that the City of San Juan Capistrano will perform the duties required to coordinate, schedule and process this set of plans. During the construction document phase, the civil engineering group will assist in these efforts by providing the services listed below: • When requested by the Client, RRM will provide research, coordination and advice on development strategies and processing requirements. • Coordinate and attend up to eight project -related meetings with the design team, the City of San Juan Capistrano, public utilities and miscellaneous agencies. • Coordination with the planning, public works, utilities, fire and building departments • Coordination with overhead utility companies for relocation of poles • Transfer of electronic data or print sets to various consultants. Deliverables: Preparation for and attendance at meetings, preparation of exhibits, general coordination. Fee: $10,065 ✓ RRM Construction Services CA.01 BIDDING AND CONSTRUCITON ADMINISTRATION Following award of the general construction contract, RRM's team will support the City during the construction phase of the project. We will attend the pre -construction meeting, review and respond to Requests for Information (RFI), Change Orders (CO), submittals, and contractor supplied shop drawings. Under this task, we will also prepare and issue Supplemental Instructions to clarify technical details and prepare preliminary and final punch lists. We will also coordinate with consultants, agencies, and City staff. This task is proposed to be invoiced hourly up to a maximum of 90 hours. Deliverables; RFI, CO, submittal reviews, shop drawings responses, supplemental instructions, and general record keeping documents. Fee: Time and Materials - Hourly (Budget Estimate: ",330 see footnote "B" below) �7j a� CA.02 CONSTRUCTION OBSERVATION RRM's Construction Manager and/or designated representative will prepare for and attend field observation site visits at intervals appropriate to the stage of construction to observe construction progress. This task is proposed to be invoiced on an hourly basis up to a maximum of 60 hours. These site visits and observations are not intended to be an exhaustive check or a detailed inspection of the Contractor's work, but rather are to allow RRM to become familiar with the work in progress and to determine, in general, if the work is proceeding in accordance with the Contract Documents. RRM shall not supervise, direct, or have control over the Contractor's work nor have any responsibility for the construction means, methods, techniques, sequences or procedures selected by the Contractor, nor for the Contractor's safety precautions or programs in connection with the work. These rights and responsibilities are solely those of the Contractor in accordance with the Contract Documents. RRM shall not be responsible for any acts or omissions of the Contractor, subcontractor, any entity performing any portion of the work, or any agents or employees of any of them. RRM does not guarantee the rrmo group IN creating environments people enjoy' Engineering and Survey Services for the Groves Scope of Services May 5, 2010 Page 4 of 5 performance of the Contractor and shall not be responsible for the Contractor's failure to perform work in accordance with the Contract Documents or any applicable laws, codes, rules, or regulations. Deliverables: Site observation and meeting with city staff up to 60 hours. Fee: Time and Materials - Hourly (Budget Estimat : $6,600 so footnote "B" below) 5y� 0 CA.03 RECORD DRAWINGS Upon Completion of construction work, RRM will compile and deliver to the City a reproducible set of Record Drawings based upon the marked -up record drawings, addenda, change orders, and other data furnished by the contractor. These Record Drawings will show significant changes made during construction. Because these Record Drawings are based on unverified information provided bythe other parties, which RRM shall assume will be reliable; RRM cannot and does not warrant their accuracy. Deliverables: One (1) set reproducible set of Record Drawings. Fee: $6,666 JS,Zg-0 J as O Subtotal Improvement Plans r i e..as,.s�,n..-...•...,.s:,.-.c,....:...,- k f*,,al'D LIMITATION OF SCOPE The following components are not included in this construction document scope: • Legal services • Structural Engineering services • Soils engineering services • Electrical Engineering • Right-of-way and easement negotiations • Environmental permitting • Construction staging plans • Negotiations with adjacent developers and adjacent homeowners or businesses. • Payment of fees or bonding • Cost estimates • Meetings beyond those specifically identified in the scope of work • Additional document submittals other than those listed above. Plan Exclusions: • Special pavement or flatwork treatments • Tree protection plans • Undergrounding dry utilities • Off site utility extensions • Hydraulic analysis of creek or existing storm drain systems rrm group creating environments people enjoy" Engineering and Survey Services for the Groves Scope of Services May 5, 2010 Page 5 of 5 CLIENT RESPONSIBILITIES • One contact person who will serve as the City's representative and will consolidate Agency review comments into one list of official comments to which RRM can respond • Document distribution for design reviews, bidding, and construction • Inspection, and testing Notes: 1. Fixed Fee tasks will be billed as the work progresses until the task is completed and the total amount stated in the contract for the task is invoiced. 2. Estimated fees for tasks shown as "Time and Materials (T&M)" are provided for informational purposes only. Amounts billed for these tasks, which will reflect actual hours at RRM's rates, and reimbursable costs, may be more or less than the estimate given. 3. Reimbursable expenses include such things as document reproduction, plotting services, public workshop materials, lodging, car rental (economy rate or equal), mileage (current federal rate), parking fees, phone and fax charges, electronic data transfer, overnight delivery and standard mail, and will be billed on a cost plus 10% basis. 4. RRM reserves the right to adjust standard hourly billing rates on an annual basis. If this proposal is acceptable, please sign where indicated below; return one copy to RRM and retain one copy for your records. Sincerely, RRM DESIGN GROUP Jerry Michael, PE 36895, LS 6276 Principal David Chacdn Project Manager Tim Walters Principal - Engineering Project Manager AUTHORIZATION TO PROCEED BY CLIENT REPRESENTATIVE: Sign Name, Title Organization Address Date Organization Name Mr. David Chacon RRM DESIGN GROUP May 5, 2010 Page 15 statewide average data is commonly used as a reference point and reflects the most recently published data available from the Colifomia Department of Transportation. SITE ACCESS AND ON-SITE CIRCULATION Site access and on-site circulation have also been reviewed. The site access will be provided via a driveway connecting to the extension of Junipero Serra Road west of Camino Capistrano. This local roadway is expected to serve only the proposed project and the existing senior housing complex on the north side of the street. Traffic volumes (existing and projected) are very low, ranging from the existing volume of 200 VPD to a future projected volume of 400 VPD. Site access is therefore expected to be adequate. On-site circulation has also been reviewed and appears to conform to City policies and requirements. SUMMARY AND RECOMMENDATIONS Based upon the analysis presented in this letter report, the proposed project is not expected to cause an increase in traffic which is substantial in relation to the existing or planned traffic load and capacity of the street system. It has been demonstrated that the project also does not contribute sufficient traffic to exceed the level of service standards established for the surrounding roadway system for near term conditions. Therefore, off-site intersection improvements are not required to achieve acceptable LOS under near term conditions. For Long Range General Plan conditions, the construction of a 2n° southbound left tum lane at the intersection of Junipero Serra Road at Camino Capistrano is required to achieve acceptable LOS for both Without and With Project conditions. The project shall pay its fair share cost for improvements and coordinate with the City of San Juan Capistrano regarding any other fees such as the Capistrano Circulation Fee Program (CCFP) for the implementation of the Circulation Element for future citywide roadway and intersection needs. Finally, based on the data presented on Table 14, no project -related impacts are anticipated to occur for other intersections along Junipero Sera Road. Circulation recommendations adjacent to the project site are presented on Exhibit CC. Recommended improvements include: The Groves at lMlliams Ranch Traffic Impact Analysis Clty of San Juan Caprstraw,, CA (JN07094-03 Letter Repel 100413) U� URBAN ATTACHMENT 3 Mr. David Chacon RRM DESIGN GROUP May 5, 2010 Page 16 • Provide adequate sight distance at the project driveway(s) per standard Caltrans and City of San Juan Capistrano. Sight distance shall be reviewed at the time of preparation of final grading, landscape, and street improvement plans. • Construct interim improvements to Camino Capistrano along the project frontage consisting of an 11 foot wide travel lane and a 6 foot wide bike lane. • Reserve / dedicate sufficient right-of-way to allow future construction of the ultimate 64 foot wide curb to curb cross-section of Camino Capistrano (measured from the existing curb line on the east side of Camino Capistrano), with a 5 foot wide parkway adjacent to the top of slope. • Construct improvements to Camino Capistrano at Junipero Serra that will allow for a southbound left turn lane and two southbound through lanes. The outer through lane will provide a minimum of 200 feet of storage length. Urban Crossroads, InC. is pleased to provide this focused traffic evaluation for your use. If you have any questions, please contact us at (949) 660-1994. Respectfully submitted, URBAN CROSSROADS, INC. l:Lt t "V Carleton Waters, P. E. Domin MaclaJ_TE. Principal Senior Engineer CW:DM:rd JN:07094-03 Letter Report Attachments The Groves at Williams Ranch Traffic Impact Analysis City of San Jwn Capistrano, CA (JM07034-03 LefterReporl 100413) O V R13 N cnossnonO. I I I I W W I I I I I I I I ATTACHMENT 4 I I I I W W I I I I I I I I Junipera Serra N c N E c m O � L N D- m mm E V C m E o O V �C C .L 4J C I I I I W W I I I I I I I I Junipera Serra Junipera Serra c v N > op C L- CL Q N E .Q m u O C E I !t O v � 4. m E Junipera Serra ' r Mw Rdad W'denin i,. 4:EE', ,- n Juntperd Serra Rd ,. ATTACHMENT5 ur sAh aAN ,nvw,auand �arr i ..°",11'n„.. � � 4 z s _ � t'l l'I O� SAN Jt1AN C'API\IGANO K NOTIFICATION OF MEETING OF POTENTIAL INTEREST SAN JUAN CAPISTRANO REDEVELOPMENT AGENCY The Board of Directors of San Juan Capistrano Community Redevelopment Agency will meet at 6:30 p.m. on Tuesday, August 17, 2010, in the City Council Chamber in City Hall, to consider: "Consideration of Inclusion of Engineering and Surveying Services of Grading the Project Site and Slope Between the Roadway and Site, and Widening Camino Capistrano as an Amendment to the Approved Porfessional Services Agreement for Land Planning and Environmental Consulting Services for General Plan Amendment and Rezone on a Portion of APN 121-050-21 "The Groves at Williams Ranch;" and Appropriation of Funds (RRM Design Group)" — Item No. D1. If you have specific thoughts or concerns regarding this item, you are encouraged to participate in this decision making process. You can communicate with the Board of Directors through correspondence addressed to the Board and/or by attending the meeting and speaking to the Board during the public meeting. Correspondence related to this item must be received at the City Clerk's office by 5:00 p.m. on Monday, August 16, 2010 to allow time for the Board to consider its content. If you would like to speak at the meeting, please complete a yellow "Request to Speak" form found inside the entrance to the Council Chamber. This form is turned in at the staff table, just in front of the Council dais. You will be called to speak by the Chairman when the item is considered. You have received this notice at the request of the City staff member Laura Stokes, Housing/Redevelopment Coordinator. You may contact that staff member at (949) 443-6313 with any questions. The agenda, including agenda reports, is available to you on our web site: www.sanivancapistrano.orq. If you would like to subscribe to receive a notice when agendas are posted to the web site, please make that request by sending an e-mail to: citvclerk ..sanivancapistrano.ora. Maria Morris Acting City Clerk cc: Hsiao, Henry H Trust; Health Care Reit, Inc.; Bucheim Trust; Pueblo Serra Inc; RRM Design, David Chacon; Serra Vista Partners; Kaiser Foundation Health; Silverado Senior Living; Pueblo Serra Worship Holdings; J. Serra High School President, Frank Talarico, Jr. 32400 Paseo Adelanto a San Joan Capistrano • California 92675 (949) 493.1171 • l'nv U 1eH Uury rnins�x.>�n� i a ^�mm��nm� �£ xl lmxunrdid � BCI1Y Ili SAN III IN (API0.1PfiN() 40 NOTIFICATION OF MEETING OF POTENTIAL INTEREST SAN JUAN CAPISTRANO REDEVELOPMENT AGENCY The Board of Directors of San Juan Capistrano Community Redevelopment Agency will meet at 6:30 p.m. on Tuesday, August 17, 2010, in the City Council Chamber in City Hall, to consider: "Consideration of Inclusion of Engineering and Surveying Services of Grading the Project Site and Slope Between the Roadway and Site, and Widening Camino Capistrano as an Amendment to the Approved Porfessional Services Agreement for Land Planning and Environmental Consulting Services for General Plan Amendment and Rezone on a Portion of APN 121-050-21 "The Groves at Williams Ranch;" and Appropriation of Funds (RRM Design Group)" — Item No. D1. If you have specific thoughts or concerns regarding this item, you are encouraged to participate in this decision making process. You can communicate with the Board of Directors through correspondence addressed to the Board and/or by attending the meeting and speaking to the Board during the public meeting. Correspondence related to this item must be received at the City Clerk's office by 5:00 p.m. on Monday, August 16, 2010 to allow time for the Board to consider its content. If you would like to speak at the meeting, please complete a yellow "Request to Speak" form found inside the entrance to the Council Chamber. This form is turned in at the staff table, just in front of the Council dais. You will be called to speak by the Chairman when the item is considered. You have received this notice at the request of the City staff member Laura Stokes, Housing/Redevelopment Coordinator. You may contact that staff member at (949) 443-6313 with any questions. The agenda, including agenda reports, is available to you on our web site: www.sanouancapistrano.org. If you would like to subscribe to receive a notice when agendas are posted to the web site, please make that request by sending an e-mail to: cityclerk(cDsanivancapistrano.org. Maria Morris Acting City Clerk cc: Hsiao, Henry H Trust; Health Care Reit, Inc.; Bucheim Trust; Pueblo Serra Inc; RRM Design, David Chacon; Serra Vista Partners; Kaiser Foundation Health; Silverado Senior Living; Pueblo Serra Worship Holdings; J. Serra High School President, Frank Talarico, Jr. 32400 Paseo Adelanto • San duan Capistrano • California 92675 (949) 493.1171 AGENDA REPORT TO: Joe Tait, Executive Directo&- FROM: Laura Stokes, Housing/Redevelopment Coordinator CRA 813/2010 D1 SUBJECT: Consideration of Inclusion of Engineering and Surveying Services for Widening Camino Capistrano as an Amendment to the Approved Professional Service Agreement for Land Planning and Environmental Consulting Services for General Plan Amendment and Rezone on a Portion of APN 121-050-21 "The Groves at Williams Ranch;" and appropriation of funds (RRM Design Group). RECOMMENDATION: By motion, 1) Approve the amendment to the Professional Service Agreement with RRM Design Group, to include engineering and surveying services for widening Camino Capistrano totaling a cost of $113,007; and, 2) Approve appropriation of an additional $50,000 from the Agency's Set -Aside Fund (Affordable Housing Bond) Reserve for the Agency Capital Improvement Fund, increasing the overall budget for CRA Project Groves at Williams Ranch. SUMMARY: The San Juan Capistrano City Council initiated a General Plan Amendment ("GPA") on July 7, 2009 for a 4t acre vacant parcel of land located at the northwest corner of Camino Capistrano and Junipero Serra Road. The GPA is necessary to consider a change in the land use designation from commercial office to residential to allow for the development of affordable family housing. The San Juan Capistrano Community Redevelopment Agency (the "Agency") required a qualified multi -disciplinary firm for Planning, Environmental, Architectural and Engineering Services to prepare and process the GPA and Rezone ("RZ") application. On December 15, 2009 the Agency approved a Professional Service Agreement ("PSA") with RRM Design Group (RRM) to provide the necessary services. The PSA, approved by Council on October 6, 2009, with a scope of services including three project phases: Phase I — GPA/RZ Application, Development Plan, and CEQA Review Phase II — Construction Documentation Phase III — Construction Support Agenda Report August 3, 2010 Page 2 For Phase I, a detailed scope of work, a budget, and a timeline were prepared. Staffs intent was to refine the scope of work, budget, and timeline for Phases II and III based on the development plan resulting from Phase I work efforts. Within the Phase I scope of services, provided by RRM, a traffic analysis was completed. The traffic analysis determined that to ensure the Long Range General Plan traffic conditions (including the proposed project) remain acceptable, Camino Capistrano, north of Junipero Serra will need to be widened in order to accommodate a second southbound left turn lane from Camino Capistrano onto Junipero Serra. This determination affects the developable space on for the Groves at Williams Ranch Project (the "Groves"). Widening the road will be a necessary measure; therefore, Staff recommends the Agency amend the Professional Service Agreement with RRM approving the $113,007 proposal from RRM to provide Engineering and Survey Services for preparation of construction documents for widening Camino Capistrano at the Groves site consistent with a portion of the Phase II and Phase III work (Attachment 1). PROPOSAL REVIEW: The Traffic Impact Analysis report by Urban Crossroads, submitted May 5, 2010, relates that the Groves project alone will not significantly impact the surrounding roadways or signals (Attachment 2). However, the Groves will inevitably be impacted by the ultimate build -out road width as the traffic analysis identifies the need for an additional turn lane from southbound Camino Capistrano traffic moving onto eastbound Junipero Serra traffic. Therefore, in order for the Groves to have the most suitable site layout and in response to its own future impact to the roadway, it is appropriate to widen Camino Capistrano before or in concurrence with the Groves construction. Preparation of construction -level documentation was planned for Phase II of the approved scope of services. Staff recommends that this specific work effort be moved forward to be a part of Phase I for the following reasons: • Construction -level roadway plans and associated grading plans would provide a greater level of detail to include in the proposed development plan • Street improvements can be implemented sooner than the full project • Construction of the improvements could be scheduled for next summer when school is not in session and allow for minimal disruption • Existing Affordable Housing Bond monies totaling just over $9 million are available and are required to be used or allocated to an affordable housing program by June 30, 2011 • 20% Affordable Housing set aside funds, totaling approximately $1 million, must be used for affordable housing and cannot exceed the $1 million mark after June 30. 2011 RRM prepared a proposal for Phase II and III of the Engineering and Survey Services for Camino Capistrano road widening at the Groves. The services include preparing Civil Construction Documents for the road widening, Traffic Engineering Services, Agenda Report August 3, 2010 Page 3 Supplemental Topography, Project Coordination (overseeing the plans through entitlement concurrently with the residential development), and Construction Documents and Specification Packet for rough grading of the Groves and road widening. The total budget for the Professional Service Agreement (PSA) with RRM includes the following: Total RRM Scope of Work Fee - Costs included with Amended PSA: $299,985 Civil Construction & Topography Documents (Phase II)- $ 65,219 Traffic Engineering Services (Phase II &III)- $ 15,173 Project Coordination (Phase II &III)- $ 10,065 Construction Services (Phase III)- $ 22,550 Amendment Costs- $113.007 Total Amended PSA Budget $412,992 FINANCIAL CONSIDERATIONS: The Groves at William's Ranch was allocated a budget of $400,000 to accommodate the original $283,965 PSA, a 15% budget for staff time and contingencies. To ensure a sufficient budget for the remainder of the project, staff recommends the Board appropriate an additional $50,000 from the Agency's Set -Aside Fund (Affordable Housing Bond) Reserve for the Agency Capital Improvement Fund, increasing the overall budget for CRA Project Groves at Williams Ranch. NOTIFICATION: • Hsiao, Henry H Trust • Health Care Reit, Inc. • Buchheim Trust • Pueblo Serra Inc • RRM Design, David Chacon • Serra Vista Partners • Kaiser Foundation Health • Silverado Senior Living • Pueblo Serra Worship Holdings • J. Serra High School President, Frank Talarico Jr. Agenda Report Page 4 RECOMMENDATION: By motion, August 3, 2010 1) Approve the amendment to the Professional Service Agreement with RRM Design Group, to include engineering and surveying services for widening Camino Capistrano totaling a cost of $113,007; and, 2) Approve appropriation of an additional $50,000 from the Agency's Set -Aside Fund (Affordable Housing Bond) Reserve for the Agency Capital Improvement Fund, increasing the overall budget for CRA Project Groves at Williams Ranch. Ye4pectfullysfitted, ra Stok Housing/Redevelopment Coordinator Attachments: 1. Amended Professional Service Agreement 2. Urban Crossroads Traffic Impact Analysis Excerpt 3. Site Map AMENDED PROFESSIONAL SERVICES AGREEMENT THIS AMENDED AGREEMENT is made, entered into, and shall become effective this 3rd day of AUGUST, 2010, by and between the San Juan Capistrano Community Redevelopment Agency (hereinafter referred to as the "Agency") and RRM Design Group (hereinafter collectively referred to as the "Consultant"). RECITALS: WHEREAS, Agency and the Consultant desires to Amend the Personal Service Agreement approved December 15, 2009 retaining Land Planning and Environmental services of Consultant regarding the Agency's proposal to the General Plan Amendment and Rezone on a Portion of APN 121-050-21 "The Groves at Williams Ranch"; and, WHEREAS, Consultant has submitted a complete and comprehensive proposal for additional services, necessary for the timeliness and successfulness of the Agency Project, which is attached hereto and incorporated herein by reference as Exhibit "A" to this Professional Services Agreement Amendment; and, WHEREAS, Consultant is qualified by virtue of experience, training, education and expertise to accomplish such services. NOW, THEREFORE, Agency and Consultant mutually agree as follows: Section 1. Scope of Work. The scope of work to be performed by the Consultant shall consist of those tasks as identified and set forth in Exhibit A and Exhibit B. To the extent that there are any conflicts between the provisions described in Exhibit A and Exhibit B and those provisions contained within this Agreement, the provisions in this Agreement shall control. Section 2. Term. This Agreement shall commence on the effective date and shall terminate, and all services required hereunder shall be completed, no later than the schedule of performance outlined in Exhibit A and presented by Consultant. Section 3. Compensation. 3.1 Amount. Total compensation for the services hereunder shall not exceed four hundred twelve thousand nine hundred ninety two dollars ($412,992) as set forth in Exhibit A and Exhibit B combined. Attachment 1 3.2 Method of Payment. Subject to Section 3.1, Consultant shall submit monthly invoices based on total services which have been satisfactorily completed for such monthly period. The Agency will pay monthly progress payments based on approved invoices in accordance with this Section. 3.3 Records of Expenses. Consultant shall keep complete and accurate records of all costs and expenses incidental to services covered by this Agreement. These records will be made available at reasonable times to Agency. Section 4. Responsibilities of Consultant. A. Control and Payment of Subordinates: Independent Contractor. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. Agency retains Consultant on an independent contractor basis and not as an employee. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of Agency and shall at all times be under Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. B. Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "A" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, Agency shall respond to Consultant's submittals in a timely manner. Upon request of Agency, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. C. Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of Agency. D. Substitution of Key Personnel. Consultant has represented to Agency that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute Page 2 of 10 promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project. Section 5. Limitations Upon Subcontracting and Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for Agency to enter into this Agreement. Consultant shall not contract with any other entity to perform the services required without written approval of the Agency. This Agreement may not be assigned, voluntarily or by operation of law, without the prior written approval of the Agency. If Consultant is permitted to subcontract any part of this Agreement by Agency, Consultant shall be responsible to Agency for the acts and omissions of its subcontractor as it is for persons directly employed. Nothing contained in this Agreement shall create any contractual relationships between any subcontractor and Agency. All persons engaged in the work will be considered employees of Consultant. Agency will deal directly with and will make all payments to Consultant. Section 6. Changes to Scope of Work. In the event of a change in the Scope of Work provided for in the contract documents as requested by the Agency, the Parties hereto shall execute an addendum to this Agreement setting forth with particularity all terms of the new agreement, including but not limited to any additional Consultant's fees. Section 7. Familiarity with Work and/or Construction Site. By executing this Agreement, Consultant warrants that: (1) it has investigated the work to be performed; (2) if applicable, it has investigated the work site(s), and is aware of all conditions there; and (3) it understands the facilities, difficulties and restrictions of the work to be performed under this Agreement. Should Consultant discover any latent or unknown conditions materially differing from those inherent in the work or as represented by Agency, it shall immediately inform the Agency of this and shall not proceed with further work under this Agreement until written instructions are received from the Agency. Section 8. Time of Essence. Time is of the essence in the performance of this Agreement. Section 9. Compliance with Law: E -Verify. 9.1. Compliance with Law. Consultant shall comply with all applicable laws, ordinances, codes and regulations of federal, state and local government. Page 4 of 10 9.2. E -Verify. If Consultant is not already enrolled in the U.S. Department of Homeland Security's E -Verify program, Consultant shall enroll in the E -Verify program within fifteen days of the effective date of this Agreement to verify the employment authorization of new employees assigned to perform work hereunder. Consultant shall verify employment authorization within three days of hiring a new employee to perform work under this Agreement. Information pertaining to the E -Verify program can be found at htti)://www.uscis.gov, or access the registration page at httl)s://www.vis- dhs.com/emi)loverregistration. Consultant shall certify its registration with E -Verify and provide its registration number within sixteen days of the effective date of this Agreement. Failure to provide certification will result in withholding payment until full compliance is demonstrated. Section 10. Conflicts of Interest. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of the services contemplated by this Agreement. No person having such interest shall be employed by or associated with Consultant. Section 11. Copies of Work Product. At the completion of the work, Consultant shall have delivered to Agency at least one (1) copy of any final reports and/or notes or drawings containing Consultant's findings, conclusions, and recommendations with any support documentation. All reports submitted to the Agency shall be in reproducible format, or in the format otherwise approved by the Agency in writing. Submission of all CAD data files must be in AutoCAD 2006 with a file extension of dwg. Each sheet shall be set up so when the file is opened the complete drawing is viewable. Section 12. Ownership of Documents. All reports, information, data and exhibits prepared or assembled by Consultant in connection with the performance of its services pursuant to this Agreement are confidential to the extent permitted by law, and Consultant agrees that they shall not be made available to any individual or organization without prior written consent of the Agency. All such reports, information, data, and exhibits shall be the property of the Agency and shall be delivered to the Agency upon demand without additional costs or expense to the Agency. The Agency acknowledges such documents are instruments of Consultant's professional services. Page 5 of 10 Section 13. Indemnity. To the fullest extent permitted by law, Consultant agrees to protect, and hold harmless the Agency and its elective or appointive boards, officers, agents, and employees from any and all claims, liabilities, expenses, or damages of any nature, including reimbursement of reasonable attorneys' fees, for injury or death of any person, or damages of any nature, including interference with use of property, to the extent arising out of, the negligence, recklessness and/or intentional wrongful conduct of Consultant, Consultant's agents, officers, employees, subcontractors, or independent contractors hired by Consultant in the performance of the Agreement. The Consultant's responsibility to protect, defend, and hold harmless the Agency, will not apply if such claims, liabilities expenses or damages are due to the negligence, recklessness and/or wrongful conduct of Agency, or any of its elective or appointive boards, officers, agents, or employees. The policy limits do not act as a limitation upon the amount of indemnification to be provided by Consultant. Section 14. Insurance. On or before beginning any of the services or work called for by any term of this Agreement, Consultant, at its own cost and expense, shall carry, maintain for the duration of the agreement, and provide proof thereof that is acceptable to the Agency, the insurance specified below with insurers and under forms of insurance satisfactory in all respects to the Agency. Consultant shall not allow any subcontractor to commence work on any subcontract until all insurance required of the Consultant has also been obtained for the subcontractor. Insurance required herein shall be provided by Insurers in good standing with the State of California and having a minimum Best's Guide Rating of A- Class VII or better. 14.1 Comprehensive General Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive General Liability coverage in an amount not less than one million dollars per occurrence ($1,000,000.00), combined single limit coverage for risks associated with the work contemplated by this agreement. If a Commercial General Liability Insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this agreement or the general aggregate limit shall be at least twice the required occurrence limit. 14.2 Comprehensive Automobile Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive Automobile Liability coverage, including owned, hired Page 6 of 10 and non -owned vehicles in an amount not less than one million dollars per occurrence ($1,000,000.00). 14.3 Worker's Compensation. If Consultant intends to employ employees to perform services under this Agreement, Consultant shall obtain and maintain, during the term of this Agreement, Worker's Compensation Employer's Liability Insurance in the statutory amount as required by state law. 14.4 Proof of Insurance Requirements/Endorsement. Prior to beginning any work under this Agreement, Consultant shall submit the insurance certificates, including the deductible or self -retention amount, and an additional insured endorsement naming Agency, its officers, employees, agents, and volunteers as additional insureds as respects each of the following: Liability arising out of activities performed by or on behalf of Consultant, including the insured's general supervision of Consultant; products and completed operations of Consultant; premises owned, occupied or used by Consultant; or automobiles owned, leased, hired, or borrowed by Consultant. The coverage shall contain no special limitations on the scope of protection afforded Agency, its officers, employees, agents, or volunteers. 14.5 Errors and Omissions Coverage Throughout the term of this Agreement, Consultant shall maintain Errors and Omissions Coverage (professional liability coverage) in an amount of not less than One Million Dollars ($1,000,000). Prior to beginning any work under this Agreement, Consultant shall submit an insurance certificate to the Agency's General Counsel for certification that the insurance requirements of this Agreement have been satisfied. 14.6 Notice of Cancellation/Termination of Insurance. The above policylpolicies shall not terminate, nor shall they be cancelled, nor the coverages reduced, until after thirty (30) days' written notice is given to Agency, except that ten (10) days' notice shall be given if there is a cancellation due to failure to pay a premium. 14.7 Terms of Compensation. Consultant shall not receive any compensation until all insurance provisions have been satisfied. Page 7 of 10 Section 19. Entire Agreement. This Agreement constitutes the entire understanding and agreement between the parties and supersedes all previous negotiations between them pertaining to the subject matter thereof. [SIGNATURE PAGE FOLLOWS] Page 9 of 10 IN WITNESS WHEREOF, the parties hereto have executed this Agreement. SAN JUAN CAPISTRANO COMMUNITY REDEVEOPMENT AGENCY Joe Tait, Executive Director "CONSULTANT" RRM Design Group, Inc.: By: Kirk Van Cleave, Principal ATTEST:G25o�Z Maria Morris, Agency Secretary APPROVED AS TO FORM: Omar Sandoval, Agency Counsel Page 10 of 10 rrmdesigngroup SOON - araaag ea v m_ �pe�pk c.^icY` Table of Contents Section A: Cover Letter 1 Section B: Approach 3 Section C: Proposed Schedule 24 Section D: Project Manager & Project Team 25 Section E: Referenced Projects 48 Section F: Fee Schedule Uft" -groupMOwP atd Whkm.wyk<m[aadhtl VNW eremeedu,leCOPsryotRRNO pn p TM tmauNor4etl u,e of Lry ppnkn ofMna Wz[aryraPO✓: materwk wl[M1put RPMs creetiny nm,amenn people mbY p.b•vitwncpnsent lsppre,sypMtlN[pM1 e'—RRM pesyn4pWr .n November 9, 2009 _gaup ^E creating rnvironmenu people enjoy' Mr. Douglas D. Dumhart Deputy Director San Juan Capistrano Community Redevelopment Agency 32400 Paseo Aoelanto San Juan Capistrano, CA 92675 f RE: The Groves at Williams Ranch Design Services Proposal Dear Douglas and Members of the Selection Committee: The Groves at Williams Ranch is a project that we here at RRM Design Group connect with on many levels. It sits on the former family homestead of our team's Principal Planner, Diane Bathgate, and our affordable housing designer, Colleen Bathgate. Our Project Manager David ChaoBn prepared the conceptual design yield studies forming the basis of the RFP. With this background, we are prepared to "hit the ground running" Additionally, the project reaches across each of our in-house, interdisciplinary design sectors: planning, architecture, civil engineering, landscape architecture and surveying. There is a tangible advantage in working shoulder -to -shoulder with other design disciplines both in terms of efficiency of schedule, but also in quality of project. However, the highest motivator for our team is the "give back" to the community a project like the Groves offers us as design professionals, This project enables us to create an environment that can raise the quality of life for multiple families who will end up residing in the completed residences. Our team of design professionals possesses the passion, experience and professional ability to provide the required services for this phased project. Our team has a very strong reputation for being excellent listeners and being.able to adapt to evolving project challenges. RRM Design Group is known for being both, team players and team leaders. As a standard policy, we maintain close Principal involvement throughout the duration of the project —from entitlement through design, construction and occupancy. We are pleased to submit our qualifications for the Planning, Architecture, Engineering and Environmental Services for the Groves at Williams Ranch affordable housing development. For this effort, RRM has strategically augmented our services with technical consultants who excel in their respective fields to create the strongest team possible. Our team has particular strength in four major areas: complex entitlement processing that new developments demand, sustainable facility and master planning design, historical -based design, and the very specialized knowledge of affordable housing economics. The enclosed RRM proposal, valid for 90 days from the submittal date, addresses the information requested in your solicitation. With our previous work on this project, our understanding of the site and community, our specific entitlement experience and our excellent reputation for purposeful design, we feel we are strong candidates as design professionals for the Groves at Williams Ranch project. Please feel free to contact our references as they will , RRM DESIGN GROUP( 232 AVENIDA FABRICANTE, STE 112 1 SAN CLEMENTE, CA 92672 P: (949)361-795D IF: (9491361-7955 1 W WW.RRMDESIGN.COM A Cagmm comm*i�I vvw. ec, IMI k+n Wha PE Pxwt 100 ra ,sinew group MM" creating environments people enjoy attest to both our commitment to quality service and to the attainment of the project goals of our clients. We look forward to presenting our qualifications and further addressing the issues of the project in the interview process. Sincerely yours, RRM DESIGN GROUP Kirk Van Cleave AIA, NCARB Principal -in -Charge Project Description The San Juan Capistrano Community Redevelopment Agency (SJC CRA) is implementing the State of California's Regional Housing Needs Assessment which calls for 416 affordable housing units to be provided within the City of San Juan Capistrano by 2014. The SJC CRA has initiated construction on several projects towards meeting this State mandate. The proposed site for The Groves at Williams Ranch Development Project is a two acre surplus parcel of vacant land at the northwest corner of Camino Capistrano and Junipero Serra Road. The current zoning of the site is designated Commercial Office (CO) and has an Office Research Park General Plan land designation. RRM Design.Group produced a preliminary conceptual site master plan and yield study for this site and presented this to the SJC City Council in May, 2009, as part of a request to initiate a General Plan Amendment (GPA) and Rezone (RZ) of the site to accommodate the proposed workforce housing. The City Council adopted resolution 09-07-07-04 supporting the initiation of a GPA and RZ to change the land designation of the 2 acre parcel from Office Research Park to Affordable Family/Senior Housing. The SJC Community Redevelopment Agency is requesting proposals to approach the project in three distinct phases: Entitlement, Construction Documentation, and, Construction Administration. Each phase is independent and distinct, and each successive phase will be predicated upon the success of the previous phase. Specific project goals have been identified by the CRA and the City. These include the design rrm group lkl Approach goals of the project paying homage to the former farming estate and SJC's Agrarian Era; adherence to SJC's voluntary green building program — attaining the City's Green Apartment Plus rating; adherence to the schedule goals mandated by the sunset clause on funding sources; and adherence to strict budget constraints on the design and construction costs of the project. SJC's Community Redevelopment Agency has requested an interdisciplinary design firm having experience in the entitlement, design and implementation of similar projects prepare proposals which describe their approach and proposed project schedule. The proposals are also to clearly identify the project team and provide credentials and references for the team members. Finally, the proposal is to provide a fee schedule for Phase I of the project. The fee schedule is limited to Phase I, as the scope of work in Phase II and III will be determined only subsequent to the approval of the work effort of the first phase. . The following is our proposed approach to the project, and forms the basis of our fee schedule. PHASE I: Entitlement TAS A: GPA I RZ Application and Dayglopment Plan Task A.1: Data Collection, Review and Kick - Off Meeting RRM will prepare for and lead a project kick- off meeting with City Staff. This meeting will establish the goals of the project, and will include: • A comprehensive review of the objectives of the project • Identification of key personnel and contact information San Tuan Capistrano CRAI The Groves at Williams Ranch 3 Approach • Establishment of lines of communications and information sharing • A discussion of known project challenges and issues to be focused on • Identification of means and methods of receipt and review of project materials • A discussion of product format, presentation and overall organization of project materials • Establishment of the initial project schedule As part of the kick-off meeting, the participants will tour the project area. RRM Design Group will also review existing project documentation provided by the City as well as investigate City policies at the general plan and zoning level. As significant due diligence work has already been conducted by RRM during the prior concept development work, the timeline for this task is accelerated. Additionally, base -mapping and. identification of preliminary opportunities and constraints has already been conducted by RRM and will not need to be repeated for this work effort. Deliverables: • Written work plan that outlines the project goals, schedules and process which also includes a responsibility matrix • City provided materials to the RRM Design Group team • Policy materials provided by RRM research Meetings: • One (1) Project Kick -Off Meeting - 4 hrs Duration: • One (1) Week Task A.2: Project Build -Out Assumptions To assist the City with the financing of The Groves at Williams Ranch project, RRM will prepare a list of project build -out assumptions to incorporate features that will maximize the eligibility of the project eligibility for Low Income 4 San Juan Capistrano CRA I The Groves at Williams Ranch Housing Tax Credits and other affordable housing funding sources. Towards this end, RRM shall prepare early assumptions of • Total Building Gross Square Footage • Net Building Square Footage • Quantity of off-street parking spaces • Total landscape area • Floor area ratios • Determination of housing unit sizes (number of bedrooms) • Minimum unit areas relative to number of bedrooms • Identification of outdoor play/recreation areas • Identification of indoor common use areas • Identification of space for social service programs • Identification of laundry facilities • identification of other project specific items (i.e. dishwashers in each unit) • Identification of "Universal Design" features • Identification of Community Design Linkages to connect residents with adjacent open space in a planned fashion RRM and our team of consultants will update the conceptual site plan based upon the information gathered in the previous task, and coupled with the assumptions and funding source requirements identified and developed in this task to form a master site plan layout. RRM will develop a list of the Project Build Out Assumptions and a DRAFT Project Description. Additionally, upon the start of Task A.2, RRM's Sustainability Coordinator will present the City's voluntary green building program and its possible impacts on the scope of the project to the Project Team. This discussion will include a discussion about the broad goals and objectives of the City in the planning and designing of the project to attain the City's Green Apartment Plus rating. Consideration will be given to the sustainability rrm: i _: , .';group cnNln9 enNrwn,[ntc xWk mtyy° elements of the Tax Credit Program if they differ from the City's GAP rating. Deliverables: • Coordinating, updating, maintaining and managing of a project data and materials developed by the project team • Summary build -out assumptions towards the development of the project as reflected in • Conceptual Master Site Plan • Project Build Out Assumptions DRAFT Project Description • Preliminary Green Building Checklist and Approach • Updated Project Schedule Meetings: • One (1) Coordination Meeting - 4 hrs Duration: • Four (4) Weeks Task A.3: GPA / RZ Application and DRAFT Development Plan This task will be focused on refinement of the material prepared and approved in the previous tasks, in order to prepare and submit for a GPA/ RZ application and the Draft Development Plan. RRM will prepare a complete set of Development Plans, including the proper number of copies. These plans will include: • Cover page , • Master Site Plan indicating building footprints, property lines, streets, easements, existing utilities, proposed utilities (both above and below ground), property line and other setbacks, sidewalks, driveways, trails, parking areas, landscape areas, and land use adjacencies 50' beyond the property limits. The site plan will also indicate topographic data. • Conceptual building plans showing architectural elevations (4 cardinal directions), including adjacent buildings, height dimensions, roof rrmd > .: !group 111 <,<.u�v..,.,.��mm�, rmw• Mor' Approach heights, building materials identified and keyed to color board. Note: Full color elevations are due prior to Planning Commission review. • Grading plans depicting the existing and proposed topographic limits of grading in 2' and 5' increments as appropriate, cut/fill quantities, site cross sections, finished slope grades; drains and v -ditches, retaining walls and elevations. • FEMA Special Flood Hazard Area limits. If in a flood district, the location, dimension, water surface elevation and flow direction of existing and proposed drainage swales, intermittent streams, creeks, etc., will be identified. • Roof plans depicting ridges and valleys, drainage direction, mechanical wells and sections showing how mechanical units will be screened from view. • Master Landscape Plans describing type, number, location and container size of plant species. • Irrigation system showing. irrigation valves, controllers, boxes, backflow devices, irrigation lines and heads and existing trees to be preserved. • Site Lighting Plan with location and catalogue sheets of proposed light fixtures. A photometric analysis of measured footcandles and photometric summary will be provided. • Construction details showing wall, door and window sections; window and door schedule; retaining wall sections and elevations; trash enclosure design; project identification signage and fencing. • Color and Material boards indicating all finish materials, paint/stain colors of all building elements, roofing material samples. Additional reports and information will be provided including: • Preliminary Biological Investigation report. • Water Quality Management Plan San Juan Capistrano CRAB The Groves at Williams Ranch 5 Approach • Establishment of Jurisdictional Boundary between Trabuco Creek and Development Site • Hydrological Analysis, evaluating the flood impact of the project. • Floodplain Land Use Permit Statement of Justification detailing how the project will comply with Floodplain Management District. • Boundary Survey, preparation of legal descriptions, lot line adjustment map, and draft Grant Deeds for Lot Line Adjustment application. • Tree Survey of all existing trees over 6" in diameter, prepared by an Arborist indicating tree type, diameter, height, location, condition and disposition. • An electronic disk of an Excel Spreadsheet. of the property owner's mailing list for all real properties within 500 feet of the project including the assessor parcel number, name and mailing address; a copy of the relevant assessor parcel map(s) delineating the limits of the 500 foot public notice area; a signed affidavit by the person responsible for making the list attesting to its accuracy and its compliance with Title 9. • One set of Development Plan reductions in hard copy and .pdf format. RRM will prepare and submit completed applications for: • General Plan Amendment (GPA) • Rezone (RZ) • Architectural Control (AC) • Lot Line Adjustment (LLA) • Flood Plain Permit RRM will also coordinate the preparation of a title report with the City's Title Company, within 30 days of application submittal. RRM's Sustainability Coordinator will update the project's green building program and its impacts on the scope of the project to the Project Team. 6- San Juan Capistrano CRA i The Groves at WiWams Ranch This update will begin to focus the specific implementation ideas of the project to attain the City's Green Apartment Plus rating. Deliverables: • GPA/RZ applications • Technical Studies • DRAFT Development Plan • Fifteen (15) sets of development plans in hard copy and one (1) electronic copy in color.pdf format. • Updated Green Building Checklist • Updated project schedule Meetings: • Four (4) Progress Meetings - 2 hrs each • One (1) Preliminary DAB Meeting — 2 hrs Duration: • Twelve (12) Weeks Task AA: Administrative Review of DRAFT Application and Development Plan The RRM Design Group team will receive the comments and suggestions made by the City's Design Advisory Board after their administrative review, and shall incorporate those comments into the development plans. These revised development plans will be resubmitted to the City for distribution to the various City Boards and Commissions reviews and input. Deliverables shall include items necessary to comply with the minimum submittal requirements and application notification procedures in Section 9-2.302 of the SJCMC. Deliverables: • Forty Two (42) sets of revised preliminary development plans incorporating comments and suggestions from DAB. Meetings: • One (1) Coordination Meeting - 2 hrs Duration: • Four (4) Weeks Task A.6: Initial Public Review of Draft Development Plan This task provides review and commentary by the City's various departments and committees on the preliminary developments plans submitted in the previous task. Specifically, the submitted plans will be reviewed by: • The Design Review Committee (DRC) — shall make recommendations on the design of the project pursuant to the policies of the City's General Plan Community Design Element and architectural design guidelines to the Planning Commission. • The Housing Advisory Committee (HAC) — shall review the plans for consistency with the City's General Plan Housing Element, and making recommendations to the Planning Commission. • The Parks, Recreation and Equestrian Commission (PR&EC) — shall make recommendations to the Planning Commission on the project development's design standards relative to private and public recreational facilities and impacts/connectivity to the City's multi -use system of trails. • The Transportation Commission (TC) — shall review and comment on the project in regards to impacts on the City's circulation system and impacts on public transportation, traffic regulations, parking standards, and vehicular/ pedestrian movement. Their comments shall be directed to the Planning Commission. • The Planning Commission (PC) — will study and make recommendations to the City Council on amendments to the City's General Plan, and to approve, deny or approve with modifications/ conditions, the development plans. • The RRM Design Team will incorporate and resubmit any -pending items identified and/or requested by the City's Boards and Commissions. These revised FINAL draft development plans are intended for re -review rrmd ," ,, <group kli neuNy O:verMmmtl mafAe a"{oY Approach by the various City Boards and Commissions and for Public Hearing by the Planning Commission, Community Redevelopment Agency Board of Directors and City Council. Deliverables: • Fifty One (51) sets of revised FINAL draft development plans • Additional items necessary to comply with the applicable notification procedures in Section 9-2.302 of the SJCMC Meetings: • One (1) Coordination Meeting - 2 firs • Five (5) Commission Meetings (DRC, HAC, PR&EC, TC, PC: one each) — 2 hrs each Duration: • Six (6) Weeks Task A.6: Public Review of Final Draft Development Plan This task provides for final review and commentary by the City's various departments and committees on the revised draft developments plans submitted in the previous task. The submitted plans will be reviewed by: • The Design Review Committee (DRC) • The Housing Advisory Committee (HAC) • The Parks, Recreation and Equestrian Commission (PR&EC) • The Transportation Commission (TC) • The Planning Commission (PC) • The City Council (CC) / The Community Redevelopment Agency Board of Directors (CRA) Following any action taken by the City Council, the RRM Design Group team will incorporate any final edits and modifications into the development plans. It is assumed that one (1) set of minor revisions will be required to incorporate the final City Council/CRA actions. San Juan Capistrano CRAI The Groves at Williams Ranch 7 Approach Deliverables: • One (1) set of revised FINAL Development Plans in electronic color.pdf format Meetings: • One (1) Coordination Meeting - 2 hrs • Six (6) Commission/Council Meetings (one each) — 2 hrs each Duration: • Twelve (12) Weeks 4 weeks for DRC/HAC/PR&EC/TC 4 weeks for Planning Commission • 4 weeks for City Council and the CRA Board Task A.7: Project Coordination This task includes coordination with City staff, various departments, sub -consultants and interest groups throughout the duration of the project. This task aflows for the necessary coordination between project team members and City staff throughout the GPA/RZ Application and Development Plan process. This coordination will include informal teleconferences, research correspondence, record keeping, project coordination, report production, electronic file management, graphic preparation and all other required coordination during the project, and is estimated, for purposes of this proposal, to involve and average of 4hrsl week for the 40 week duration of the project. Deliverables: • Ongoing project coordination, management, meetings and correspondence Meetings: Tbd — estimated @ 4ht&Week for duration of project (40 weeks) Duration: • Within overall project schedule 8 San Juan Capistrano CRA I The Groves at Williams Ranch Task A.8: Economic Analysis of Project To assist the City with the development of a comprehensive economic approach to the project, RRM's affordable housing economic consultant will prepare an analysis of the project exploring funding and design options necessary to maximize the project's eligibility for Low Income Housing Tax Credits and other affordable housing funding sources. This is a highly technical aspect to the project, and RRM's economic consultant David Nahas with Veloce Partners will provide the expert level of support and experience necessary to take full advantage of funding sources and tax credits available. There are two approaches to take in this regard. The first would be a narrative -discussion of the pros/cons and likely requirements to be eligible for tax credits and public funding. Additionally or altematively, the second approach would provide a model to show the actual amounts in action which would be more helpful to the City. In order to do the second approach, a set of working assumptions about project cost would need to be developed. Together with the City, a decision on how to address the cost assumptions would be determined, as tax credits are a function of total cost RRM and our team of consultants will update the project development plans based upon the information gathered by our economic consultant and approved by the City, coupled with the assumptions and funding sources identified and developed in the previous tasks to form the master site plan layout. Deliverables: • Identification of targeted economic strategies including tax credits and other affordable housing funding sources • Summary economic approach (financial model) p--� rrmca::;;�ssgroup 1moll �rtr'ug emvanrrw.ls Pmfkal% towards the development of the project • As required, revisions to • Conceptual Master Site Plan • Project Build Out Assumptions • DRAFT Project Description • Revisions, as required, to the Preliminary Green Building Checklist and Approach • Revisions to the Project Schedule to include relevant funding tasks and approximate time to gather proposed affordable housing funding source commitments. Meetings: • One (1) additional Coordination Meeting (beyond those in Task A.2) - 2 hrs Duration: • Within overall project schedule TASK B. CEQA Review The Groves at Williams Ranch Development Project involves development of a 25 to 30 affordable housing development on a two -acre site located west of Camino Capistrano. Based on our preliminary review of the project and experience in the project area, it appears that, with the appropriate mitigation, project -related effects can be mitigated to a less than significant level. Therefore, an IS -MND appears to be the appropriate environmental document under CEQA. The IS -MND will evaluate each of the issues on the City's environmental checklist. To the degree feasible, impacts will be quanfified. A determination of significance will be made for each issue area and mitigation measures will be provided as necessary for identified significant effects. For purposes of this proposal, we assume that an IS -MND will be the appropriate document for the project; however; in the event that it is determined that an identified impact may not be mitigabie to below a level of significance unpi rrmracsa;:sgroup kki llwhgemiM M,Feopk W Approach an Environmental Impact Report (EIR) must be prepared. We will contact the City immediately to determine an appropriate course of action. In preparing an Initial Study of the environmental impacts the development project may have, RRM's team shall meet with City staff, conduct field investigations, photograph the site, gather pertinent information, contact responsible jurisdictional agencies, assist in the preparation and issuance of Public Notices, assist in the posting and appropriate filing of notices, and attend requisite public meetings. We propose to peer review any applicant -prepared studies or other relevant studies and use information from these studies as appropriate in the IS -MND. New technical studies will be provided in the areas of cultural resources (ECORP), traffic (Urban Crossroads), and biological resources (Rincon Consultants). The following is a description of the approach to Key Technical Issues regarding the preparation of an IS -MND and is included in scope of work in Task B. Cultural Resources The Cultural Resources report will be conducted by ECORP, using professionals who have worked in the vicinity of the project site. Preliminary Archaeological Report A records search will be obtained from the South Central Coastal Information Center of the California Historic Resources Information System, located at CSU -Fullerton. The records search will provide information on previous investigations that have been conducted within a 0.5 -mile radius of the Project area. In addition, the record search will identify known cultural resources located within 0.5 -mile, including prehistoric and historic -period archaeological sites and historic -age structures San Juan Capistrano CRAI The Groves at Williams Ranch 9 Approach and features. The records search will also determine if there are any previously recorded resources listed on or determined eligible for listing on the National Register of Historic Places (NRNP) and the California Register of Historical Resources (CRHR). A sacred lands file search will be conducted by the California Native American Heritage Commission (NAHC). A list of Native American contacts for the area will also be requested from the NAHC. Letters requesting information about cultural resources of concern to Native Americans will be sent to the contacts on the list. Responses will be included as an appendix to the report. Afield survey of the 2 -acre parcel where The Groves will be developed will be conducted by a qualified archaeologist. The Project area will be examined for evidence of cultural resources, including prehistoric and historic -period (i.e., over 50 years of age) archaeological deposits and features and historic -period structures or objects. If any resources are encountered, they will be recorded and mapped in detail in accordance with the standards of the California Office of Historic Preservation (OHP). California Department of Parks and Recreation (DPR) 523 Primary and Archaeological Site Records will be prepared for archaeological sites and Primary Records will be prepared for historical structures or objects. A preliminary archaeological report, as defined by the City, will provide the results of the records searches .and field survey. Thereportcontents will conform to City of San Juan Capistrano Council Policy 601. The report will be prepared by an Orange County Certified Archaeologist who is also a Registered Professional Archaeologist (RPA), as required by the City. The report will contain the results of the records searches and will provide the methods and results of the field survey. Any cultural resources 10 San Juan Capistrano CRA I The Groves at Williams Ranch that could be impacted by the project will be identified in the report. The report will also present recommendations for further work, if needed, to evaluate any cultural resources that may have been identified by the survey. Cultural Resources Environmental Document Section The cultural resources section of the CEQA environmental document for the Project will be prepared. The cultural resources section will contain a prehistoric and historical context for the Project area and will discuss cultural resources identified in the Project vicinity and on the Project parcel (if any). The laws, ordinances, and regulations applicable to cultural resources that could be impacted by projects in the City of San Juan Capistrano will be discussed. If any cultural resources are identified that could be impacted by Project development, the impacts will be analyzed. If the impacts will be significant, mitigation measures will be provided. If no impacts to specific cultural resources are identified, the City's required measure for On - Site Monitoring and Mitigation Enforcement for Historic Resources will be included. Traffic Impact RelortAreas related to transportation /traffic that must be addressed in the context of the Initial Study include the potential for the project to cause an increase in traffic, exceed, either individually or cumulatively, a level of service standard, increase hazards, result in inadequate emergency access or parking capacity, or conflict with adopted policies, plans or programs supporting alternative transportation. Preliminary project trip generation calculations indicate that the proposed project will generate less than 20 peak hour trips. This portion of the Initial Study would provide a defensible basis for the environmental documentation. However, the legal standards for a challenge to a Negative IF-in si n;group !� nonny em,v,e�wers people Mq• Declaration or Mitigated Negative Declaration are less stringent than those for an Environmental Impact Report. The traffic. impact report will address the topics required by the California Environmental Quality Act (CEQA) in the context of the Initial Study. The level of analysis is limited to theoretical consideration of off-site impacts intended to quantitatively demonstrate that the project will not impact off-site intersections along Junipero Serra Road. This will be accomplished for near- term (and long range) conditions by quantitatively demonstrating that the project traffic contribution is too small to significantly impact the already congested intersections along Junipero Serra Road. Project traffic generation for the current land use and zoning, and the proposed land use and zoning, will also be calculated to demonstrate that the change in project land use will result in a less than significant increase in traffic. Biolo, iq cal Resources and Arborist Report Upon authorization to proceed, Rincon would consult with the California Department of Fish and Game (CDFG) California Natural Diversity Data Base (CNDDB) and the United States Fish and Wildlife Service and other appropriate resource agencies and conservation organizations (California Native Plant Society) for information on the potential presence of special -status species, species of local importance, and potential migration corridors present on or adjacent to the site. Following this background material review, Rincon would perform a site reconnaissance survey and tree inventory on the subject property to evaluate the existing natural conditions, their potential to support special -status botanical or wildlife resources and a general health. assessment of existing mature trees. We will prepare a report along with.a habitat map won rrm1;:- o,,j,;,group (eW11n9 CMINmvM{ 120pk eryq' Approach identifying the tree locations, plant communities or habitat types observed on the site, as well as the locations of the onsite natural drainage features. The report will include: The methodology of the study: • A summary of the available existing information and data used in the analysis (i.e.: review of the California Natural Diversity Data Base); • Photo -documentation of the existing site conditions; • Description of site conditions, including habitat types and surrounding development; • Tree Inventory indicating type, diameter, height, location, condition and disposition of all mature trees as prepared by a Certified Arborist. • Mapped and textual results of the survey (i.e. special -status plant and wildlife species observed onsite, tree locations); • Potential impacts of the proposed development; and • Recommended mitigation measures to adequately offset impacts to sensitive resources. The map will illustrate the boundaries of distinct vegetation, or habitat, types based on plant species dominance using the Sawyer and Keeler - Wolf classification system (1995). The map will identify the locations of all mature trees within the project site, any rare plants, animals, or plant communities of special concern, if encountered during the survey within the proposed project site or within an area extending up to 500 feet outward. Identification and mapping of potential special -status species habitat will be based on a habitat suitability analysis level only and does not include definitive surveys for the presence or absence of the species that may be present. Definitive surveys for special -status plant and wildlife species often require specific survey protocols requiring extensive field survey time to San Juan Capistrano CRAI The Groves at Williams Ranch 11 Approach be conducted only at certain times of the year. As part of this analysis, Rincon will provide an impact evaluation and recommendations in the form of mitigation measures. regarding potential limitations to implementation of the proposed repair project. The evaluation of potential impacts to special -status species will be based on the probability of the presence or absence of each potential species to occur at the site. We will recommend mitigation measures to adequately offset impacts to sensitive resources, if identified; these mitigation measures may include avoidance, minimization, re-establishment, or compensation. Greenhouse Gases Analysis Global climate change (GCC) has been recognized by the State of California as an issue of increasing importance within the context of CEQA analysis. California Senate Bill 97 (SB 97, signed in August 2007, acknowledges that climate change requires analysis under CEQA. In April 2009, OPR released draft amendments to CEQA that provide direction to the nature of how GCC will need to be addressed in EIRs, pending input from the public and agencies. The Resources Agency is required to certify or adopt these guidelines by January 1, 2010. Until such time as the draft CEQA guidelines are certified or adopted, the California Attorney General's Office has indicated that lead agencies must analyze and determine the significance of greenhouse gas (GHG) emissions as part of project- and program -level environmental analysis under CEQA. Rincon proposes to prepare a GHG section that focuses on the impacts of the proposed on climate change, as well as the impacts of climate change on the project region. Rincon will consult with SCAG, the SCAQMD, and other appropriate stakeholders to ensure consensus 12 San Juan Capistrano CRA I The Groves at Williams Ranch on the technical approach to the analysis. Rincon has prepared climate change analyses for a wide variety of development projects, general and specific plans, and transportation plans since the passage of AB 32 in 2006, SB 97 in 2007, and SB 375 in 2008. The analysis will include a comprehensive inventory of the three primary GHGs, including carbon dioxide (CO2), methane (CH4), nitrous oxide (N2O), as well as a qualitative discussion of other GHGs, including hydro fluorocarbons (HFCs), perfluorocarbons (PFCs), and sulfur hexafluoride (SF6). The analysis will be conducted utilizing current emission inventory models, based on ARB -certified emissions factors in the EMFAC2007 model, along with emission factors from other guidance documents, including the California Climate Action Registry's General Reporting Protocol, the Climate Registry Local Government Operations Protocol from the California Air Resource Board, California Climate Action Registry, and ICLEI — Local Governments for Sustainability. The analysis would note that currently no air district in California, including SCAQMD, has yet adopted a significance threshold for GHG emissions or a specific methodology for analyzing air quality impacts related to greenhouse gas emissions. However, several districts are in the process of adopting such thresholds and methodologies. in particular, the courts have recently found that projects should consider CAPCOA's January 2008 assessment methods and discussion regarding attainment of the emission targets in their cumulative analysis (Center for Biological Diversity v. Town of Yucca Valley, May 2009). Since various threshold amounts are under consideration as cumulatively considerable (e.g., SCAQMD is considering 10,000 metric tons for industry and a screening �EEg� rrmi� level of 3,000 metric tons for other uses), our analysis will be based on providing information that is current with this evolving issue. Project compliance with GHG reduction strategies contained in federal and state laws, any existing regional GHG reduction plans or strategies, the California Climate Action Team's (CCAT) Report to the Governor, and the California Air Pollution Control Officer's Association (CAPCOA) white paper will be assessed. Major categories of GHG reduction strategies include transportation planning decisions that reduce VMT, design elements that increase fuel efficiency, and energy efficiency measures. Project design elements that reduce VMT, increase fuel efficiency, or reduce energy use will equally reduce criteria and GHG emissions on a percentage basis. The section will also discuss the impacts of climate change on the proposed project, and review how impacts to existing infrastructure as a result of climate change may affect implementation of the project. This analysis will look at the potential impacts climate change may have on energy use, ambient air quality, sea level rise, and other environmental issues that could impact the proposed project. The analysis will be based on the most recent scientific. evidence and policy direction through the State, in addition to other available assessments, such as available information from the California Adaptation Strategy (CAS). Based on the current state of the practice and preliminary direction from SCAQMD, Rincon recommends that the significant of the project's cumulative contribution to GCC be considered potentially significant if the project would: • Exceed CAPCOA's suggested quantitative, non- zero thresholds for GHG emissions; or • Be inconsistent with the emissions reduction rrm : :,i. ;igrcup Approach strategies contained in the California Climate Action Team's (CCAT) Report to the Governor, which propose a path to achieve the greenhouse gas reduction targets set forth in AB. 32. Projects can ensure compliance with CCAT strategies by incorporating appropriate design features, including: vehicle trip reduction strategies; providing multi -modal transportation options; increasing energy efficiency beyond Title 24 requirements; increased recycling; and incorporating green building technology. If the proposed project complies with appropriate strategies to reduce GHG emissions to the levels required by AB 32, it follows that the project would have a less than significant cumulative impact related to global climate change. As necessary, mitigation measures will be developed from emissions reduction strategies in the Attorney General's mitigation measure list, the California Climate Action Team's (CCAT) Report to the Governor, as well as the California Air Pollution Control Officers Association (CAPCOA) white paper, CEQA and Climate Change. In addition, the project may also be able to reduce its cumulative contributions to GHG emissions by contributing to available regional, state; national, or international mitigation programs such as reforestation, tree,pianting, or carbon trading. Hazards and Hazardous Materials The analysis of impacts relating to hazardous materials will be performed under the direction of Rincon's Professional GeologisttCertified Hydrogeologist. The analysis assumes that the City possesses a Phase I Environmental Site Assessment (ESA) that examines the potential for hazardous materials to be present on the site. Note: if this is not the case, The RRM team can prepare an ESA IA San Juan Capistrano CRA I The Groves at Williams Ranch 13 Approach for an additional fee. This report would involve a records search, general field reconnaissance, and interviews with knowledgeable parties, will be an appendix that will be summarized in the EIR hazards section. This section will be overseen by Rincon's Registered Environmental Assessor and Certified Hydrogeologist to determine if past uses on the other parcels may have contaminated subsurface soils. The findings of any available studies will also be incorporated into the impact analysis for the project. Since the site is vacant, the focus of the analysis will be on the potential for past uses to adversely impact construction and residential occupation phases of the project. The presence of hazardous constituents in the soils has the potential to affect the suitability of the site for residential use, construction methods and timing of development as well as human health and safety. hydrology and Water Quality This section will focus on the potential effects of this runoff and increased non -point source discharges such as parking lot and other urban runoff on downstream water quality. The analysis will be based on existing information sources, including but not limited to the applicant's preliminary grading plan and hydrology and drainage analysis, the City's Master Drainage Plan, and other hydrology studies that may be available for planning area. Regulations under the federal Clean Water Act and the State Water Resource Control Board require that the project comply with the National Pollutant Discharge Elimination System (NPDES). The project will need to comply with Clean Water Act (NPDES) storm water permit requirements, including appropriate mitigation measures, termed Best Management Practices (BMPs), as outlined in the applicable Stormwater 14 San Juan Capistrano CRA I The Groves at Williams Ranch Quality Urban Impact Mitigation Plan (SQUIMP). We will review any available studies, contact the City Engineer and flood control authorities, and summarize the findings in the Hydrology and Water Quality section of the EIR. Specific tasks to be undertaken as part of this scope of work include: • Site visit to review local drainage characteristics; • Review of any City -provided drainage and grading plans and hydrology/drainage report, as available; • Review of literature sources and contact local authorities to establish existing storm flow and potential flooding through property and existing downstream drainage problems; • Assessment of impacts as a result of increased runoff from the site development; • Identification of potential drainage deficiencies associated with proposed drainage facilities; • Identification of feasible mitigation measures to avoid flooding impacts and retain increased project storm flows within the site; and • Review, assessment, and identification of feasible mitigation measures for proposed best management practices for stormwater quality management in accordance with applicable NPDES requirements. The scope of work described below includes all tasks needed to prepare an IS -MND for the proposed project. Task BA: CEQA Kick -Off Meeting As part of the kick-off meeting, the RRM Design Group team will meet with the City to coordinate expectations regarding the environmental assessment study tasks. Items to be discussed include: t"'ggg i:,_sigroup�l® va,i ro .nN,ennv.n �k mwr • CEQA project description • CEQA process • CEQA schedule • Document format • Site Visit RRM Design Group will also review existing environmental documentation provided by the City as well as investigate City policies at the general plan and zoning level. Coordinated with Task A.1, additional site specific investigations and reporting will be initiated which include topographic and boundary surveying; traffic studies, cultural resources investigation, arborist report, geotechnical investigations, noise studies, and flood plain investigation. Deliverables: • Written workplan that outlines the project goals, schedules and process which also includes a responsibility matrix. • City provided materials to the RRM Design Group team • Policy materials provided by RRM research Meetings: • One (1) Kick -Off Meeting - 2 hrs Duration: • One (1) Week Task B.2: Field Reconnaissance RRM shall conduct field reconnaissance and site visits to observe and photo -document the plan area. Physical characteristics of the site will be examined, such as: • Current land use compatibility, • Onsite resources and physical site conditions • Visual quality RRM's previous completed work in producing the conceptual yield study for this project will expedite the information gathering due to our rrmc:- r -group WWI aeatln9 maonmenV O•uVk,nWy' Approach familiarity with the project and site specific areas of concern. Meetings: • None Duration: • Two (2) Weeks Task B.3: Data Gathering and Evaluation Together with City staff, RRM shall gather and review existing data and analyses applicable to the proposed development. This information shall be evaluated in order to gain an understanding of the available information that can be included as part of the overall environmental review. The RRM team will review, at a minimum: • The SJC General Plan • The SJG Zoning Ordinance • The RRM prepared feasibility study • An initial archaeological study • An initial geological study Contact with public agencies will include discussions with the City of San Juan Capistrano Planning Department, U.S. Army Corps of Engineers Regulatory Branch, and City public works. officials. Local service providers will be consulted regarding anticipated service demands and existing service levels in the project area. This task includes reviewing and incorporating the findings of available technical reports prepared for the project (e.g., geotechnical report, Phase I Environmental Site Assessments). New special studies for traffic, cultural resources, and biological resources, including impacts to subject site trees will be initiated. Meetings: • One (1) Coordination Meeting - 2 hrs Duration: • Two (2) Weeks dam' San Ju an Capistrano CRA I The Groves at Williams Ranch 15 Approach Task BA: Project Description RRM will collaborate with City staff in the development of a comprehensive project description. RRM will work with the City to ensure that the project description provides the appropriate level of detail to meet the City's objectives. RRM will prepare a draft list of project objectives as required by CEQA. The project description shall also include a statement describing the intended uses of the EIR and shall include a list of agencies expected to use the EIR, a list of permits and other approvals required to implement the project and a list6 of related environmental review and consultation requirements required by Federal, State and local laws, regulations and policies. This includes, but is not limited to, Section 106 of the National Historic Preservation Act, and Senate Bill 18 tribal consultation required for General Plan Amendment. The DRAFT project description will be submitted to the City for review and approval prior to the RRM team conducting any impact analyses. Deliverables: • DRAFT Project Description for review by the City • FINAL Project Description for approval by the City Meetings: • Two (2) Coordination Meetings - 1 hr each Duration: • Eight (8) Weeks Task B.5: Initial Study and CEQA Documentation RRM will prepare an Initial Study and a determination will be made as to whether the project plan can be approved under a Negative 16 San Juan Capistrano CRA I The Groves at Williams Ranch Declaration, a Mitigated Negative Declaration (MND) or if a full EIR is required. The Initial Study will seek to mitigate potentially significant impacts with appropriate mitigation measures and specific development design features consistent with and appropriate to the provisions of CEQA. Upon completion of the Initial Study, we will determine whether mitigation measures can be developed that when implemented, would reduce all environmental impacts to a less than significant level. If so, we will prepare a Negative Declaration for the project. Section 15070 of the CEQA Guidelines states that: A Negative Declaration (ND or MND for Mitigated Negative Declaration) shall be prepared for a project subject to CEQA when either: The Initial Study shows that there is no substantial evidence that the project may have a significant effect on the environment, or The Initial Study identified potentially significant effects but: • Revisions in the project plans or proposals made by or agreed to by the applicant before the proposed Negative Declaration is released for public review would avoid the effects or mitigate effects to a point where clearly no significant effects would occur, and • There is no substantial evidence before the agency that the project, as revised, may have a significant effect on the environment. The Negative Declaration will include all of the components defined in Section 15071 of the State CEQA Guidelines as follows: • A brief description of the proposed project, including the common name of the project; • The location of the project, shown on a map and the name of the project proponent; • A proposed finding that the project will not have f � rrm 01r,-;€;groupiell a significant effect on the environment; • An attached copy of the Initial Study documenting reasons to support the findings; and • Mitigation measures, if any, included that will avoid potentially significant effects. The Negative Declaration will be prepared in a format that allows the findings to be easily incorporated into the City's staff report for this project. An administrative draft report will be prepared for City staff review. We do not anticipate that extensive changes will be made to the document as a result of this review cycle. If the Initial Study determines that the development requires a full Environmental Impact Report, RRM shall stop work and prepare a new scope and fee for the preparation of an El for the City's consideration and approval. RRM shall coordinate with the California Dept of Fish and Game to receive a "No Effect Determination", if eligible, prior to Notice of Determination. The City shall provide its significance criteria that are part of the City's adopted CEQA guidelines. Deliverables: • Initial Study • Initial site investigations and studies " Topographic survey • Boundary survey • Aesthetics (incl, shadow modeling) • Air Quality • Arborist Report • Biological Resources • Cultural Resources • Flood Plain data • Geology and Soils • Greenhouse Gas Analysis • Geotechnical Investigation pi rrmdi group kkl Approach " Hazards and Hazardous Materials • Hydrology and Water Quality • Noise Other CEQA Issues • Transporta tionll "raffc • Determination of. CEQA approach Meetings: • Two (2) Coordination Meetings - 2 hrs each Duration: • Eight (8) Weeks Task B.6: Notice of Intent to Adopt a Mitigated Negative Declaration The CEQA Guidelines provide some discretion with regard to the required length of the public review for local projects for which a Negative Declaration has been prepared. For most projects, we recommend a public review period of 30 days, which is the minimum time allowed for projects submitted to the State Clearinghouse and posted to the Orange County Clerk's office. For this proposal, we have assumed that the RRM team will prepare the Notice of Intent to Adopt a Negative Declaration and the Notice of Determination, in accordance with CEQA guidelines and SJC's "Local Guidelines for Implementing the California Environmental Quality Act", but that the City will circulate these documents, publish newspaper notifications required by CEQA, and provide all other public and property owner notifications including both interested individuals and required adjoining .property owners within 500 feet of the project limits. In addition, it is assumed that the City or project applicant will pay the California Department of Fish and Game fees due at filing of the Notice of Determination, as applicable. Deliverables: Notice of Intent to Adopt a Mitigated Negative Declaration Distribution of Notice to County Clerk, State Clearinghouse, adjoining property owners and San Juan Capistrano CRAI The Groves at Williams Ranch 17 Approach interested individuals Meetings: • One (1) Coordination Meeting - 2hrs Duration: • Six (6) Weeks Task 6.7: Preparation of Response to Comments Prior to approving the project, the CEQA Guidelines require that the City of San Juan Capistrano consider the proposed MND together with any comments received during the public review process. For this component of the work program, RRM shall coordinate with City staff on an approach to the environmental responses following the close of the public review period. We plan to prepare a written response to each comment received. All comments and written responses will be presented in a separate chapter within the Final IS -MND. This chapter shall include: • A List of persons, organizations and Agencies who commented on the Draft IS -MND • Responses to environmental comments made during the public review process • Any necessary text, table or figure changes to the NOD/MND. Because the extent of public interest and comment on this project are not known at this time, it is difficult to gauge the level of effort necessary for this task. We have budgeted 8 hours of professional time to accomplish this task. When approving a project for which a Mitigated Negative Declaration has been prepared, the Lead Agency must adopt a Mitigation Monitoring and Reporting Plan (MMRP) for those mitigation measures included in the Negative Declaration or made a condition of approval to avoid significant effects of the project. This task would include the preparation of an MMRP in accordance with CEQA requirements. Essentially, this plan will IS San Juan Capistrano CRA I The Groves at Williams Ranch take the form of a detailed table that will compile all of the mitigation measures developed within the Negative Declaration, as well as information necessary to monitor compliance with each measure. The program will include: • Suggested wording as a condition of approval • Identification of persons/agencies responsible for monitoring compliance with each condition • Timing (when monitoring must occur) • Frequency of monitoring • Criteria to be used to determine compliance with conditions Deliverables: • Response to Comments document • Updates to the NOD/MND • MMRP Meetings: • One (1) Coordination Meeting - 2hrs Duration: • Two (2) Weeks Task 13.8: Work Program Refinement Based upon the information compiled during the Initial Study and CEQA determination process, it may become necessary to refine'or revise the DRAFT project development plans. If such revisions are required, a new scope and budget will be prepared for consideration and approval by the City. Deliverables: • Unknown revisions to the Project Development Plans Meetings: • tbd Duration: • tbd Task B.9: Jurisdictional Delineation Upon your approval, Rincon will conduct a Jurisdictional Delineation according to U.S. Army Corps of Engineers (ACOE), CDFG, and the County guidelines to identify wetlands�g. rrm ai�:igroup�l� ne•tln9 emienmen:t peopb enjoy' and/or waters that may be present within the project's impact area up to 1,000 linear feet (500 feet up- and down -stream). We anticipate that the jurisdictional delineation may be used to acquire resource agency permits if necessary. Therefore; we recommend preparing a stand- alone Jurisdictional Delineation report at this time that can be used in the future permitting of the project. If desired, we would propose to prepare a Jurisdictional Delineation Report to be included as an appendix to the Biological Resources Assessment Report. We estimate that this task will require approximately 24-36 hours of staff time. Deliverables: • Jurisdictional Delineation Report Meetings: • One (1) Coordination Meeting— 2 hrs Duration: • Within overall project schedule PHASE If: Construction Documentation NOTE: This project workscope assumes the standard design/bid/build approach to implementation of the design. RRM and our consultants are well versed in alternative delivery options including Design/Build and Lease/ Lease -Back. If the City desires to consider these alternative delivery options, RRM would be pleased to discuss such an undertaking. TASK C: Preparation of Construction_ Documents Necessary fpr BuildIngrmits Task CA: Enhanced Schematic Engineering Report Subsequent to the approval of the CEQA documentation and the FINAL Draft Development Plan by the City Council, RRM Design Group will begin the schematic design and engineering rrma- 1group��! ve,Wgernrtonmrtrc, peo0k n.py' Approach of the proposed development. This will include schematic level civil, landscape, structural, mechanical, and electrical designs and very preliminary architectural detailing. RRM will prepare an outline specification and finish schedule for the project. Included in this report will be specific items, equipment and finishes that the City desires to be included in the Groves at Williams Ranch, and which may be required to accommodate funding requisites. All approved design work from the Entitlement Process will be incorporated into the Schematic Design of the project. Sustainable design is an intrinsic quality of all of RRM's designs, and we Will include this "green technology" into the project, pursuant to the SJC green building program, with the goal of attaining at least the City's Green Apartment Plus rating. "Green" concepts and approaches will be discussed and included in the schematic design of the project. RRM's Project Manager shall also provide a total project schedule for City review to include, the design, permit approval, construction and occupancy of the project. At key milestones along the course of the design, RRM's PM shall update the schedule as to the progress being made. To conclude this phase, RRM Design Group's professional cost estimator will prepare a schematic level opinion of probable cost for the development based upon the schematic level architectural and engineering drawings. This cost estimate will reflect costs by major systems and/ or components along with a detailed on- and off-site development cost evaluation. RRM's approach is to provide the Cost Estimator with schematic drawings and calculations to enhance the accuracy of the SD cost estimate. This estimate will establish the budget to include t" San Juan Capistrano CRAI The Groves at Williams Ranch 19 Approach all direct and indirect components of the work such as construction costs; on-site and off-site improvements; utility hook-up services; permits and fees; professional service fees; furniture, fixtures and equipment; signage and graphics. Deliverables: Performance-based enhanced schematic engineering package. This information will include written performance criteria of all of the building systems and finishes, schematic engineering drawings including the basic systems layout, and outline specifications describing the engineered systems and the finishes anticipated to be used in the project. Opinion of Probable Cost Project Schedule Task C.2: Design Development Documents The primary intent of the design development phase is to ascribe the exact size, profile and character of the project design to forma basis for the final construction documents, permit drawings and bid documents. RRM will use this very intense phase of work to pull together all the building and site components and make the crucial engineering and material decisions needed. The City of San Juan Capistrano's project team's participation is essential in this process: the decisions being made during the design development phase of the project will have to balance the cost of construction and established project budget with the livability and long-term maintainability of the development. To reach this balance, our main goals will be the production of • Precise Grading and Street Improvement Plans • Dimensioned plans, sections and elevations to describe the size and configuration of the buildings • Preliminary door and window schedules 20 San Juan Capistrano CRA I The Groves at Williams Ranch • Preliminary interior finish schedules • Design of all engineered systems including • Structural design with rough member sizing • Rough mechanical layout • Rough plumbing layout and fixture schedule • Rough electrical layout and fixture schedule • Rough landscape and irrigation plans • Fire alarm plan • Erosion Control Plan (SWPPP) Should the City decide to perform an external, formal Value Engineering review by a professional construction consulting firm, this would be the most cost effective time to do so. Deliverables: Building and site improvement design development drawings — RRM to coordinate consultant deliverables Outline of product specification with Part 1, General Conditions and Product Listing Draft of the general requirements of construction (by City of San Juan Capistrano) Value Engineering Report (by others) Opinion of Probable Cost Updated Project Schedule Task C.3: Construction Documents and Establishment of Construction Cost The RRM Design Group team will prepare final construction documents. RRM assumes that the project will be designed using the most recent edition UBC as adopted by -the City of San Juan Capistrano, and other current and applicable local codes. The construction documents will include plans, materials and system specifications, engineering reports and calculations. RRM Design Group anticipates submittals to the project team at 90% completion of the construction documents. Concurrent with the f rrm .group Ill Crc+Ih�yemranrrcK}ph•pk <,�q' review by the City's project team, the 90% plans shall be submitted to the SJC Public Works and Community Development Departments in addition to other potential agencies having jurisdiction over the project for their permit plan check, including the Orange County Fire Authority, and other agencies as required. During the plan check period and review by the City's project team, RRM will perform its final internal QA/QC and constructability review of the documentation, and incorporate those changes into the construction documentation. These reviews are for the purpose of completeness, clarity, consistency, cost versus budget analysis, code compliance, general "constructability", and consultant coordination. Upon receiving plan check comments from both the City and the City's project team, RRM will respond to both City project team and plan check comments and resubmit for building permit issuance. The plans incorporating City and project team's plan check comments shall be considered the 100% plan set and shall be the basis for construction of the project. RRM will prepare the contract documents for bid packages as directed by the City of San Juan Capistrano. Deliverables: Complete building and site improvement construction drawings Complete project specifications Complete equipment and material cut sheets Engineering calculations and Title 24 energy documentation Final Opinion of Probable Cost update at 90% completion of construction documentation Updated Project Schedule rrm,.,.. ;;;;regroup „•o".A. Approach PHASE 111: Construction Support And Contract Administration TASK D: Construction Support 6gnftes Task D.1: Project Bidding 1 Bid Support Services During the bidding process, responding to contractors questions with speed and accuracy are crucial to in receiving a successful bid which results in a clear contract between the City of San Juan Capistrano and the lowest responsive bidder. With most disciplines in- house and local, RRM is set to respond quickly to contractor requests as well as client initiated revisions to the bid documents. During bid review and negotiations, the itemized 90% opinion of cost estimate report will serve as an excellent guideline for adjustment of the contract scope and amount. RRM will assist in the preparation of the bid documents and assist the City of San Juan Capistrano in the preparation and award of the construction contract(s). Deliverables: • Assist the City of San Juan Capistrano in developing and implementing a method which results in a list of prequalified General Contractors (if requested) • Coordinate issuance of bid documentation with City staff • Respond to contractors questions during bidding • Assist in the preparation of drawing clarifications and project addenda • Attendance at Pre -Bid Meeting • Review all construction bids • Updated Project Schedule San Juan Capistrano CRAI The Groves at Williams Ranch 21 Approach Task D.2: Construction Administration i Construction Observation At this point, it is being assumed that the City of San Juan Capistrano shall implement the conventional design/bid/build approach to constructing the Groves at Williams Ranch project. This places RRM into the role of fiduciary representative during the balance of the construction. As one of the City's representative in the field during construction, RRM will be an additional set of Owner's eyes and ears in regards to the quality of materials being installed, adherence to the design intent of the construction documents, and arbitrator in regards to construction questions being asked in the field. This is a very crucial role, and one that RRM does not take lightly. RRM will have a staff architect who specializes in construction administration performing these critical support services. In order to achieve the desired Green Apartment Plus rating, special attention shall be paid to those aspects of the project that involve monitoring and adherence to the City's green building program. Additionally, RRM's Project Manager shall employ a Testing and Inspection firm that is pre -approved by the City of San Juan Capistrano, for testing of all materials as required in the construction documents. Deliverables: • Attend Pre -Construction Conference • Schedule and attend weekly on-site construction progress meetings • Prepare all meeting agendas • Perform weekly site visits during construction • Retord and distribute meeting minutes • Response to RR's within 10 working days of receipt by the architect • Submittakshop drawing review within 10 22 San Juan Capistrano CRA I The Groves at Williams Ranch working days of receipt by the architect • Review of Construction Project Schedule as submitted by General Contractor • Review of Construction Progress Meeting Minutes • Weekly review and approval of Contractor's job site 'red -line drawings" • Clarifications/field questions within 10 working days of.receipt by the architect • Green Apartment Plus rating documentation • Review and approval of Contractor's Application for Payment • Issue regular construction reports to the City concerning construction progress and quality of work • Issue proposal requests • Review and processing of Change Orders/ Architect's Supplemental Instructions, if necessary • Review and approval of Contractor's work compensation requests • Issuance of Certificate of Substantial Completion Project Punch List, walk-thru items Conversion of Contractor's "red -line" drawings to Record "As -Built" Drawings Testing and Inspection Reports as provided by the T&I consulting firm Reimbursable Expenses as Incurred Clients shall reimburse RRM Design Group for incidental expenses incurred by RRM Design Group, or any sub consultant it may hire to perform services for the Project, at actual cost plus 10% to cover its overhead and administrative expenses. Reimbursable expenses shall include, but are not limited to, reproduction costs, postage, shipping and handling of drawings and documents, long distance communications, fees paid to authorities having jurisdiction over the Project, the expense of any additional insurance requested by Client in excess of that normally carried by RRM Design Group or its rrm, ;,.,,.::; :group IN vn�tinY enwronn.ein, peopk eAM` Approach sub consultants, travel expenses (transportation / automobile / lodging / meals), renderings, and models. Reimbursable automobile travel mileage will be billed at the current IRS business standard mileage rate. Photocopies shall be charged at a rate of $.20 per copy. All other types of RRM Design Group reproductions including, but not limited to, blueprinting, process camera, typesetting, printing, and plotting, shall be billed at RRM Design Group's internal price sheet or, in the case of work sent to outside vendors, at the local vendor's current rate plus 10% to cover RRM Design Group overhead and administrative expenses. rrm dt, slg regroup k1i eft m mew Pw*q?,r' San Juan Capistrano CRA I The Groves at Williams Ranch 23 )fk( 2220 � § \ \ �| \ ! � � / j \C ( ! \ !! \ !} )fk( 2220 � § Work Performed From San Clemente 232 Avenida Fabricante Suite 112 San Clemente, CA 92672 P: (949) 361-7950 F: (949) 361-7955 Legal Entity California Corporation Federal Tax ID # 95-2923783 Firm Size Total staff of 70 Personnel by Discipline 15 California Licensed Architects 2 California Licensed Civil Engineers 9 California Licensed Landscape Architects 5 Certified Planners 3 Licensed Surveyors 23 LEED®Accredited Professionals 6 Architecture Designers 7 Engineering Designers 24 Planning and UA Designers 2 Survey Technicians 17 Administrative and Secretarial 1 Construction Services 2 Exhibit Designers rrm.! :z:group��� nutm9 emirtmmtt.B 0!opk en�q' Project Team RRM Design Group RRM's mission and passion is Creating Environments People Enjoy®. From new communities and revitalized urban areas to parks, trails and open space; from civic, public safety, to our own offices; our designs and our culture embody sustainability, collaboration, innovation, and execution. Our expert team of over 70 Architects, Landscape Architects, Planners, Engineers, and Surveyors are passionate about implementing your visions. And with offices in San Luis Obispo, Oakland, San Clemente, San Diego, and Oakdale, we build strong relationships between people, places, resources, and public agencies, Creating Environments People Enjoy® since 1974. Principals of the Firm Victor Montgomery, AIA, NCARB T. Keith Gurnee John Wilbanks, AICP Jeff Ferber, ASLA Erik P. Justesen, ASLA, LEED AP Jerry Michael, PE, LS Greg Peters Debbie Rudd, AICP, LEED AP Warren McClung, ASLA Mike Sherrod, ASLA, LEED AP Tim Walters Kirk Van Cleave, AIA, NCARB A San Juan Capistrano CRAI The Groves at Williams Ranch 25 Project Team David Chachn David has been involved in several redevelopment/revitalization "Downtown Building: Need a projects in Southern California and is part of a firm -wide team of Project Role dedicated designers focusing on infill development. His projects Project Manager create architectural improvements that fit into a cohesive vision Hollywood, CA for the city, town or community in which they are located. His past 14 Years of Experience tenure with ongoing redevelopment agencies and community "Port of Los Angeles Community development improvement projects allows him to'hit the ground Education running' and ensure timely results. Bachelor of Architecture, David designed an adaptive re -use project that utilized an existing Architecture, California Rel1At0_P_rgj�tc i pMigp_c-9 Polytechnic State University, Camino Capistrano Site Study, San Juan Capistrano, CA San Luis Obispo, CA David developed the yield studies and preliminary program that was designed into a conceptual site plan containing 30 affordable Affiliations units and amenities tailored to meet tax credit criteria. American Institute of Architects (AIA), Associate Member Oceanside Vision and Strategic Plan, Oceanside, CA Building Institute Association David served as lead designer working with staff, the project team (BIA), Southern California and the community to help foster a vision plan for the project area. Chapter He participated in public workshops which helped to shape the San Pedro Chamber of vision of 288 affordable housing units on 14acres of vacant land Commerce along Mission Avenue. Presentations Cottages at Walnut, Bellflower, CA "Downtown Building: Need a David led the design team in the entitlement and implementation of Little Nip/Tuck?" September 8 single family units on less than an acre site. The solid design and 2008, APA Conference, planning concepts led the City to retain the RRM team to author Hollywood, CA the City wide design guidelines for small lot and design incentive density bonus program in Bellflower. "Port of Los Angeles Community Planning Process," 2002, Bank of San Pedro Lofts, San Pedro, CA Southern California Planning David designed an adaptive re -use project that utilized an existing Congress 1920 bank building and converted it and its adjacent parking lots into a mixed-use project. The project consists of 63 for sale artist loft and penthouse units as well as 6,800 s.f, of commercial space and is seen as a catalyst project for the revitalization of Historic Downtown San Pedro. Bellflower Town Center Plaza, Bellflower, CA David designed a mixed use project working in conjunction with residential and commercial developers for a developer -based RFP process hosted by the City of Bellflower. The design expanded the City's vision for their downtown CORE. 26 San Juan Capistrano CRA I The Groves at Williams Ranch rrm,;<:;i;., group��� v�tmg ernvonme p pepple mbr" Project Team Kirk Van Cleave, AIA, As Principal -in -Charge (PIC), Kirk will assist the Project Manager NCARB and Principal Planner in the entitlement efforts of the project. Kirk will provide QA/QC of all work product, and be responsible for Project Role in-house resource allocation to ensure that all project schedules Principal -in -Charge and goals are met. Kirk's role includes the early establishment of a teaming approach with the various groups related to the project 30 Years of Experience including the governmental agencies having jurisdiction over the project and design team members. Kirk will also support the Education public community meetings where the facility master plan is being Master of Architecture, with presented. Distinction, University of Michigan, Ann Arbor, MI Related Project Expenence Bachelor of Science, Beaty Building, Modesto, CA Architecture, University of Working with the City of Modesto's Redevelopment Agency, the Michigan, Ann Arbor, MI historic mid -rise downtown Beaty Building was evaluated for purchase and conversion to affordable housing units. Kirk, as Registrations Project Manager, led the effort to establish dwelling unit yield 1994, Architect, CA No. C25012 studies, investigate features to maximize eligibility for Low Income 1995, Architect, CO No. C4624 Housing Tax Credits and other affordable housing funding sources, 1986, Architect, IL No. 11398 and to establish an overall project budget for the renovation of the 2006, NCARB No. 60720 building. 2009, Architect, WY No, C2464 The Modesto Mews, Modesto, CA Affiliations The Modesto Redevelopment Agency hired RRM Design Group American Institute of Architects to prepare a conceptual design for two new mid -rise buildings (AIA) No. 30110962 to house Senior and affordable housing units in downtown Urban Land Institute (ULI) Modesto. As Project Architect, Kirk produced a design that was National Council of Architectural used to determine yield, tax credit potential, overall project cost Registration Boards (NCARB) and economic feasibility, as well as to help spark a downtown revitalization in the neighborhood in which the project was being Presentations developed. Ultimately, the project was put on hold due to the costs "Cost Estimation as a Design of required underground parking. However, a private developer Tool: A Comparative. Analysis of subsequently picked up the project and has begun further Building Materials, Systems and refinements to the design. Finishes," April 2008, Station Style Conference, Phoenix, AZ EI Centro Downtown Revitalization, EI Centro, CA Architect of record for a new downtown revitalization plaza and covered arcade which included fountain, entertainment stage, continuation of the longest covered walkway west of the Mississippi, decorative and marquis lighting. Specific role includes design, production of construction documentation, coordination of all subconsultants and construction administration services. ! group kvi cre.eM e..menmenb xon4 Mwr• San Juan Capistrano CRA I The Groves at Williams Ranch 27 Project Team Diane Bathgate, AICP Project Role Planner 24 Years of Experience Education Bachelor of Arts, Environmental Studies and Psychology, University of California, Santa Barbara, CA Graduate Studies, Public Administration, California State University, Long Beach, CA Certifications American Institute of Certified Planners (AICP), Certificate No. 013489 Affiliations American Planning Association (APA) American Institute of Certified Planners (AICP) Association of Environmental Professionals (AEP) OCAPA Executive Advisor Civic/Community Service City of San Juan Capistrano • Mayor (2001-2002) • City Council Member (2000 - 2007) • Planning Commission (1990- 2000) • Design Review Committee (1990-2000) • Chairman, Downtown Visioning Blue Ribbon Committee (2002- 2003) As Project Planner, Diane will bring her wealth of experience in both the public and private sectors to assist with the generation of planning policies and strategies for this project. As the former mayor of San Juan Capistrano, a City Council member for 7 years, and a Planning Commission member for 10 years, Diane uses her strong community ties and civic insight to understand the challenges of your project. With her background in environmental planning, Diane brings enhanced project strategies and efficiencies to our clients by keeping CEQA compliance in mind early on within RRM's projects. Related Project Experience • Oceanside Vision and Strategic Plan, Oceanside, CA • SJC Hisotric Town Center Master Plan Update, San Juan Capistrano, CA • San Juan Capistrano University Master Plan, San Juan Capistrano, CA • Serra Village, San Juan Capistrano, CA • Platinum Gateway Mixed -Use Development, Anaheim, CA • Yorba Linda Affordable Housing Studies, Yorba Linda, CA • Agoura Village Specific Plan, Agoura Hills, CA • Anaheim Staff Support Services, Anaheim, CA • Buellton Community Design Guidelines, Buellton, CA • Calabasas General Plan Update, Calabasas, CA • Camino Capistrano Site Study, San Juan Capistrano, CA • Chula Vista Urban Core Specific Plan and Design Guidelines, Chula Vista, CA • Dalidio Ranch, San Luis Obispo, CA • Endevco Property Redevelopment, San Juan Capistrano, CA • Estrella de Oro Mobile Home Park, Vista, CA • Gilroy Downtown Visioning Charrette, Specific Plan, and Design Guidelines, Gilroy, CA • Huntington Park Downtown Specific Plan, Huntington Park, CA • Southwest Fillmore Business Park Master Plan, Fillmore, CA • Stanton Livable Beach Boulevard Mobility Plan, Stanton, CA • Temecula Citywide Design Guidelines, Temecula, CA • Temple City Infill Residential Design Guidelines, Temple City, CA • Yorba Linda Town Center Specific Plan. Yorba Linda, CA rrm:'a s;;rgroupNPIP1 28 San Juan Capistrano CRA I The Groves at Williams Ranch Project Team Jerry Michael, PE, LS Jerry brings 30 years of experience related to the engineering Principal industry designing residential utility plans, drainage studies, grading plans, tentative maps, and tract maps. Jerry will be Project Role responsible for overseeing the production and quality of the Civil Engineer/ products being submitted. Survey Manager Related Project Experience 30 Years of Experience • Avila Beach Front Street Enhancement Plan, Avila Beach, CA - Calabasas Old Town Improvements Project, Calabasas, CA Education • Camarillo Commons Strategic Plan, Camarillo, CA Bachelor of Science, Civil • EI Centro Downtown Revitalization, EI Centro, CA Engineering, Clarkson • Grover Mixed Use, Grover Beach, CA University, Potsdam, NY • Hermosa Beach Pier Avenue Street Improvements, Hermosa Beach, CA Registrations • Higuera Street Mixed Use, San Luis Obispo, CA 1983, Civil Engineer, CA No. • Huntington Beach Downtown Specific Plan, Huntington Beach, 36895 CA 19W, Land Surveyor, CA No. • Lincoln East Specific Plan, Yuba City, CA LS6276 • Lincoln Village One Specific Plan, Lincoln, CA 1999, Civil Engineer, AZ No. • Marigold Shopping Center, San Luis Obispo, CA 34249 • Marina Downtown Specific Plan, Marina, CA 1987, Land Surveyor, AZ No. • Morro Bay Blvd. Mixed -Use, Morro Bay, CA 21077 • Moss Landing Mercado, Moss Landing, CA 2003, Civil Engineer, HI No. PE- • Panorama City Streetscape, Los Angeles, CA 10995 • Port of Long Beach Recreational Path, Long Beach, CA. • Roberts Road Property Riverside County, , CA Affiliations • Rolling Hills Estates Urban and Streetscape Concept Plan, American Council of Rolling Hills Estates, CA Engineering Companies (ACEC) • Salinas Airport Commercial Development, Salinas, CA of California, Vice President • Salinas East Market Street Streetscape, Salinas, CA American Public Works • San Juan Capistrano Bus Bench Shelters, San Juan Capistrano, Association (APWA) CA American Water Works • Seaside Garden Cottages, Avila Beach, CA Association (AWWA) • Stanton Livable Beach Boulevard Mobility Plan, Stanton, CA California Land Surveyors • Stratford City Renovation, Stratford, CA Association (CLSA) • Venice Beach Oceanfront Walk, Venice Beach, CA Home Builders Association • Yerba Buena Storm Drain Feasibility Study, Santa Margarita, CA (HBA) • Zimmerman Village Center, Santa Maria, CA American Society of Civil Engineers (ASCE) SLO County Builders Exchange rrm:;,; ;:;. group o.wa m'w_'a" - San Juan Capistrano CRAI The Groves at Williams Ranch 29 Project Team Brian A. Hannegan Project Role Landscape Designer 18 Years of Experience Education Bachelor of Science, Landscape Architecture, California Polytechnic State University, San Luis Obispo, CA Affiliations Trust for Historic Preservation American Society of Landscape Architecture CiviclCommunity Service San Clemente Downtown Visioning Committee Leader, 2005 San Clemente Historic Landmark Taskforce, 2006 - Present San Clemente Trolley Taskforce Member, 2005 - Present Brian demonstrates a comprehensive understanding of all phases of planning, design and construction. Brian's ability to translate clients' ideas into design concepts, coordinate consultant input and communicate with the project team brings clarity to the design process. Brian's 18 years of project experience including landscape architecture, urban design, streetscape enhancement, pedestrian crossings, historic restoration, and environmental planning will add value to this project. Related Project Experience • Anaheim Staff Support Services, Anaheim, CA • Avalon Community Center/Daycare Facility, Avalon, CA • Blythe Downtown Design Guidelines, Blythe, CA • Chula Vista Urban Core Specific Plan and Design Guidelines, Chula Vista, CA • Coastal Trail Access Plan, San Clemente, CA • Coastal Trail Survey - Riveria, San Clemente, CA • Cottages at Walnut, Bellflower, CA. • EI Camino Real Streetscape, San Clemente, CA • A&A Ready Mix View Analysis, Gardena, CA • Hermosa Beach Pier Avenue Street Improvements, Hermosa Beach, CA • Huntington Beach Downtown Specific Plan, Huntington Beach, CA • Linden Street Homes, Bellflower, CA • Maclay Avenue Streetscape Plan, San Fernando, CA • Orange Depot -Plaza Pedestrian Connection Plan, Orange, CA • Portola Hills Landscape Plan, Irvine, CA • Rolling Hills Estates Urban and Streetscape Concept Plan, Rolling Hills Estates, CA • San Juan Capistrano Bus Bench Shelters, San Juan Capistrano, CA • San Luis Rey River Trail Extension, Oceanside, CA • Santa Clarita LMD Beautification, Santa Clarita, CA • Stanton Livable Beach Boulevard Mobility Plan, Stanton, CA • University Village District Master Plan, Pomona, CA • Whittier Boulevard Specific Plan Improvements, Whittier, CA • Whittier Greenway Trail, Whittier, CA • Yorba Linda Town Center Specific Plan, Yorba Linda, CA 30 San Juan Capistrano CRA I The Groves at Williams Ranch rrm r: ;group NO crt•tl,g em�nonmmn peap4 <nkY' Project Team Veloce Partners Firm Overview 10 Hampshire Court Veloce Partners, Inc. provides a range of development and Ladera Ranch, CA 92694 financial advisory services focused on affordable housing: P: (949) 510-6552 • Development Feasibility Analysis F: (949) 388-2158 • Low Income Housing Tax Credit Structuring velocepartners.com • Tax -Exempt Bond Structuring • Tax -Exempt Bond Credit Enhancement Project Role • Tax Credit Syndication Housing Consultant • Project and Loan Underwriting • Financial Restructuring & Loan Workouts • Public Financing Applications • Asset & Project Management Services • Expert Witness Services Selected Clients & Engagements Public Agencies: • County of Los Angeles Community Development Commission & Housing Authority • County of Orange Department of Housing & Community Services City of San Juan Capistrano • City of Los Angeles Housing Department Community Redevelopment Agency of the City of Los Angeles • Santa Barbara County Metropolitan Transit District City of Phoenix Housing Department Non -Profit Developers & Agencies: • LINC Housing Corp. • Pico Union Housing Corp. • Jamboree Housing Corp. • Mercy Housing California • So. California Assoc. of Non -Profit Housing W.O.R.K.S. BRIDGE Housing Corp, • The Development Fund Decro Corporation YWCA of Greater Los Angeles For -Profit Developers & Institutions: • Bank of America Community Housing Development Group Impact Capital LLC • Edison Capital Squier Properties Bentall Residential LLC rrm ,,:::group "^mom" San Juan Capistrano CRAB The Groves at Williams Ranch 31 Project Team David C. Nahas Veloce Partners Education University of Southern California, Los Angeles, California (1989) Master of Business Administration, Concentration: Corporate Finance, Options: Real Estate and Financial Institutions. California State University Northridge, Northridge, California (1982) Bachelor of Science, Business Administration. Options: Corporate Finance and Real Estate. Publications "Appraising Affordable Multifamily Housing." The Appraisal Journal LXIi.3 (July 1994):455-464 "Lender Consortia: What Makes Them Unique? What Makes Them Popular?" Community Investments, Federal Reserve Bank of San Francisco, IV.1 (Winter 1992): 6-8 "Leveraging the Low -Income Housing Tax Credits Program." Los Angeles Lawyer XXVI.10 (January 2004): 23-29 David Nahas, President of Veloce Partners, brings a 20 year background in multifamily housing development, affordable housing finance, and tax credit investment. Prior to founding Veloce, David was Vice President — Investment Banking for U.S. Bancorp Piper Jaffray, with responsibility for structuring tax-exempt bond financing transactions on behalf of for-profit and non-profit developers. David previously served as Acquisitions Director for Edison Capital, where he negotiated more than 100 historic and low income housing tax credit investments throughout the country. As Chief Lending Officer for SAMCO, an affordable housing lending consortium comprised of 105 financial institutions, David underwrote and funded loans exceeding $225 million for more than 150 affordable developments. Prior to joining SAMCO, David participated in the oversight of CoastFed Properties, Coast Federal Bank's real estate development subsidiary. He was also a Vice President of Deseret Pacific Mortgage with responsibility for loan origination, asset management, and REO. He earned an MBA from the University of Southern California and is a Certified Public Accountant, Real Estate Broker, and General Building Contractor. 32 San Juan Capistrano CRA I The Groves at Williams Ranch rrm ',,;�,:,i=groupkkl Project Team Colleen Bathgate, LEED AP Related Project Experience P: (949) 370-0432 colleenbathgate@hotmail.com Fair Oaks Walk, Pomona, CA Sylvan Oaks, Ladera Ranch, CA Acting as the Project Manager Colleen assisted with the design development and construction documents for a community of single family homes. This project was designed with Spanish, Cape Cod, European Cottage and Shingle style elevations in accordance with the design guidelines for this community 2003 Gold Nugget Grand Award Best Single Family Detached Home Compact Lot- 1,700 sq. ft and over - Briar Rose, Ladera Ranch, CA Acting as the Project Manager Colleen assisted in the design for a community of 152 sustainable tuck -under townhomes. This project was designed with craftsman style exterior elevations in accordance with the design guidelines for this community 2005 Gold Nugget Award of Merit rrms ,:r.group an! .«,nay mwemKme a�owe:mw• San Juan Capistrano CRAI The Groves at Williams Ranch /�3"3 Acting as the Director of Design Colleen led the design for a Project Role mixed-use project that included 34 townhomes and a 2,500 square Multi -Family Housing Consultant foot retail building. This in -fill project was designed with Craftsman style exterior elevations. 16 Years of Experience Foothill Walk, Upland, CA Education Acting as the Director of Design Colleen led the design for a Bachelor of Architecture 1995, community of 72 townhomes and recreation area that included a California State Polytechnic pool and restroom building. This infill project was designed with University, Pomona both French and Spanish style exterior elevations. Colleen also oversaw the preparation of the specific plan for this community. Accreditations LEED Accredited Professional Windstar Pointe Resort, Chula Vista, CA Acting as the Director of Design Colleen led the design for a community of 494 apartment homes. This community also included a 3,000 square foot leasing building, and a 9,000 square foot recreational building. This project was designed with Andalusian style exterior elevations. Colleen also oversaw the revisions to the Sectional Planning Area Plan that were required for this project. Sylvan Oaks, Ladera Ranch, CA Acting as the Project Manager Colleen assisted with the design development and construction documents for a community of single family homes. This project was designed with Spanish, Cape Cod, European Cottage and Shingle style elevations in accordance with the design guidelines for this community 2003 Gold Nugget Grand Award Best Single Family Detached Home Compact Lot- 1,700 sq. ft and over - Briar Rose, Ladera Ranch, CA Acting as the Project Manager Colleen assisted in the design for a community of 152 sustainable tuck -under townhomes. This project was designed with craftsman style exterior elevations in accordance with the design guidelines for this community 2005 Gold Nugget Award of Merit rrms ,:r.group an! .«,nay mwemKme a�owe:mw• San Juan Capistrano CRAI The Groves at Williams Ranch /�3"3 Project Team Rincon Consultants, Inc. Rincon Consultants, Inc., is a multi -disciplinary environmental 790 East Santa Clara Street sciences, planning, and engineering consulting firm with offices Ventura, California 93001 in Ventura, San Luis Obispo, Carlsbad, and Monterey, California. P: (805) 641-1000 Founded in 1994, Rincon has an established history of serving F: (805) 641-1072 both public and private sector clients. We understand the needs of our clients and possess the insight to apply both proven and Project Role innovative techniques specific to their project's needs. The Environmental Consultant following is a summary of the services Rincon provides: • CEQACompliance •(EIRs, Initial Studies, Mitigation Programs) • NEPA Compliance (Environmental Assessments, EISs) • Phase I and It Environmental Site Assessments • Hazardous Waste characterization and remediation • Geological and Seismic studies • General Plans and Elements • Specific Plans, Site Planning, Community Design • Alternative Transportation (Equestrian/Pedestrian/Bicycle planning) • Construction and Mitigation Monitoring • Biological Resource Services (Rare and Endangered Species surveys, Wetland Delineations, Revegetation) • Regulatory Compliance as it pertains to these areas of expertise Rincon is operated by six principals with a professional staff holding years of experience in regulatory compliance; environmental planning; land -use; biological resource evaluation and habitat enhancement; soil evaluation and remediation; and related studies and problem -solving services in geology, hydrogeology, and waste management. Our approach focuses on well-designed solutions that respond to our clients' specific needs in a cost-effective manner. Rincon has received multiple awards for excellence from environmental planning industry organizations, including the American Planning Association and the Association of Environmental Professionals. In addition, our financial strength was recognized in 2004, and again in 2009, by ZwiegWhite, when the nationally recognized A/E/P industry tracking group named us to the Hot 100 Firm list, which recognizes revenue growth over time. In both 2007 and 2009, Rincon was named to the Inc. 5,000 list of fastest growing companies nationwide. rrm:;; :i ;,group 01 34 San Juan Capistrano CRA I The Groves at Williams Ranch .,,•.m� envw,u„enu osrrk,vor` Project Team Stephen M. Svete, AICP Stephen Svete is a founding principal of Rincon Consultants, President, Planning Services and has served as the firm's President since 2000. He is one of Rincon Consultants, Inc. the Principals -in -Charge of the Planning Services group. In this American Institute of Certified capacity, he oversees a wide range of urban planning and land Education use studies, as well as community involvement and environmental M.A., Architecture and Urban analysis work. He has directed successful environmental and Planning, UCLA Graduate planning projects ranging from focused inner city corridor School of Architecture and revitalization studies, to citywide general plans, to annexation Urban Planning, Los Angeles studies in rural areas throughout California. In recent years, American Management Mr. Svete has developed an expertise in the area of alternative B.A., Geography, University of transportation and open space systems. He is a noted planning California, Riverside D.E.U.G., commentator, and for 11 years served as Contributing Editor to Universite Paul Valery, California Planning & Development Report. Mr. Svete regularly Montpellier, France lectures on urban planning issues at universities in California. Registrations Related Project Experience American Institute of Certified Planners (#6943) Urban and Mixed Use Development American Planning Association • Dalidio Annexation/San Luis Marketplace EIR, City of San Luis Obispo Affiliations • Sony Pictures Studios Comprehensive Plan EIR, City of Culver Senior Project Management, City American Management • AMGEN Center Specific Plan EIR, City of Thousand Oaks Association • Hunters Green Golf Course and Development EIR, City of Santa Clarita President, Ventura Hillsides • Oxnard Redevelopment Project Initial Study, Oxnard Conservancy Redevelopment Agency California State University Public Facilities and Infrastructure Channel Islands Campus • City of Santa Monica Bicycle Master Plan EIR Planning Committee • City of Ojai Bicycle and Pedestrian Master Plan • Santa Clara River Trail EIR, City of Santa Clarita • VCMC Expansion EIR, County of Ventura Public Works Agency • Channel Island Harbor Public Facilities Plan Amendments, County of Ventura General Services • Agency Specific Plans • California State University Channel Islands Specific Reuse Plan, CSU Office of the Chancellor Chandler Ranch Specific Plan, City of Paso Robles Santa Monica Civic Center Specific Plan p / rrm; ; ;;;group n<,mq<c„,.�,,,,,<n,n•m+.•+�ior' San Juan Capistrano CRAI The Groves at Mflams Ranch 35 Project Team Urban Crossroads, Inc. Urban Crossroads' staff has provided a wide range of traffic 41 Corporate Park, Suite 300 analysis and design services in response to CEQA/NEPA Irvine, California 92606 requirements throughout California. Services offered by Urban P: (949) 660-1994 Crossroads range from conceptual planning/feasibility studies F: (949) 660-1911 to detailed engineering recommendations. Our team of experts evaluates both existing conditions and the effects of future Project Role development upon infrastructure requirements. To accommodate Traffic Consultant the needs of our clients, Urban Crossroads offers a wide range of traffic engineering and related services, including site plan development and access, traffic calming studies, trip generation studies, traffic impact reports, parking studies and analysis, and traffic mitigation assessments. Urban Crossroads, Inc. has prepared numerous traffic studies and technical reports for projects on the state highway system or otherwise involving the California Department of Transportation. These studies have been used to support Project Reports, Project Study Reports, New Connection Reports, and related studies. Urban Crossroads, Inc. has also performed general plan circulation element / citywide traffic studies for numerous local jurisdictions, recently as part of the project team for the award winning Newport Beach General Plan. Typical activities include evaluation of land use alternatives, circulation system planning, as well as the preparation of goals, policies, and implementation programs. 36 San Juan Capistrano CRA I The Groves at Williams Ranch >r solos rrm <.; ,:.,.group cm+n,y e�wo„roems murk mwy` Project Team Carleton Waters, PE Carleton Waters, P.E. has worked professionally in transportation Urban Crossroads, Inc. engineering and related fields since 1981. He received his Master Civil Engineer, CA #52916 of Science degree in civil engineering from the University of Areas of Expertise California, Irvine, where he specialized in transportation and urban Travel Demand Modeling systems planning. GIS Integration Mirage and the Alessandro Boulevard corridor in the City of Corridor & Areawide Studies Mr. Waters has been involved in numerous traffic and air quality Traffic Impact Analyses impact studies during his career, including many different General Plan Circ. Elements residential, commercial, and employment -oriented studies. Types Site Access Studies of analyses completed by Mr. Waters include off-site traffic and Shared Parking Studies air quality impacts, site access features, queuing requirements, Traffic Signal Plans parking needs, construction management, and traffic diversions. Roadway Signing and Striping His experience in performing analyses for unusual land uses and Plans situations include the transport of hazardous materials and the Traffic Control Plans impacts of alternative modes of transport, such as light and heavy rail. Education MS/1986/Civil Eng./UC Irvine Engineering design work is also part of Mr. Waters' professional BS/1981/Civil Eng./UC Irvine history. His relevant experience includes the preparation of Mr. Waters also played a key role in updating the model structure which is being used to analyze subregional transportation issues in the urbanized portions of Riverside and San Bernardino Counties. This model has been used as the basis for General Plan update studies in the City of San Jacinto, the City of Lake Elsinore, the City of Beaumont, and the City of Banning. rrm< s :;:,group id V«61 1-.* 1W San Juan Capistrano CRAI The Groves at Williams Ranch 37 intersection improvement and signalization plans, coordinated Registration traffic signal timing plans, roadway signing and striping plans, Civil Engineer, CA #52916 construction detour plans, and construction quantity and cost estimates. Recent corridor study and improvement design study Affiliations efforts include the Monterey Avenue corridor in the City of Rancho Institute of Transportation Mirage and the Alessandro Boulevard corridor in the City of Engineers Moreno Valley. American Planning Association Orange County Transportation Mr. Waters has also been involved in various interchange design Engineers Council and grade separation projects, including the 1-15 Freeway / SR - Prof. Accomplishments 74 interchange in the City of Lake Elsinore and the Glen Helen Board of Southwest Region Parkway grade separation project in the County of San Bernardino. Transportation Model User Mr. Waters' has provided traffic engineering services on an "as - Group needed" or -"on-call basis to various jurisdictions. Representative jurisdictions include the Town of Apple Valley, the City of Coachella, the City of Moreno Valley, and the City of Hemet. Mr. Waters also played a key role in updating the model structure which is being used to analyze subregional transportation issues in the urbanized portions of Riverside and San Bernardino Counties. This model has been used as the basis for General Plan update studies in the City of San Jacinto, the City of Lake Elsinore, the City of Beaumont, and the City of Banning. rrm< s :;:,group id V«61 1-.* 1W San Juan Capistrano CRAI The Groves at Williams Ranch 37 Project Team Sam M. All, PE, LEED AP Project Role Project Entitlement/ Civil Engineering Education Masters of Science,1991, Water Resources, California State University, Long Beach Bachelor of Science, 1980, Civil Engineering, California State University, Long Beach Registrations Civil Engineer, California Lic. No. #36050, 1983 LEFD Accredited Professional Affiliations Chairman of the Sustainability Committee, American Society of Civil Engineers (ASCE) Past President and Current Member of the Steering Committee UCI Civil and Environmental Engineering Affiliates Past Chairman and current member of the Continuing Education Committee, American Society of Civil Engineers Mr. Ali is a highly skilled professional civil engineer with extensive experience in the design and management of privately and publicly funded projects throughout Southern California. His diversified project experience includes due diligence/ feasibility studies, master plan engineering, public infrastructure, residential mix use, apartments and townhomes projects. In managing his projects, Mr. Ali applied innovative and proactive approaches to meet project schedules, cut costs and improve quality. He is well known in the engineering industry for his experience in sustainability. He managed several LEED certified projects, provided training in Green Design and lectured at professional organizations and universities on the subject. He has established a track record of consistently exceeding client expectations. Related Proiect,Exl?erience. Arroyo Trabuco Golf Course And Club House, City of Mission Viejo/ City of San Juan Capistrano Project manager in charge of preparing and processing full civil engineering documents through the City of Mission Viejo and the City of San Juan Capistrano. The scope included preparing rough grading, precise grading, sewer, water, street improvements, WQMP, SWPPP plans. The scope also included conducting hydrology and hydraulic studies for Trabuco Creek to delineate flood limit, construction cost estimate, bid assistance and construction administration. The scope included the design of BMP's for storm water treatment and retention to avoid enviromental impact on Trabuco Creek. UCI Palo Verde Housing Phase II, Irvine, CA (Gold LEED Certified): Sam Ali PE, LEED-AP was the Project Manager for schematic design and design development for the Palo Verde Housing expansion project (two and three story cluster buildings, 442 units). The scope includes preparation of grading, storm drain, sewer, water, and street plans, and coordination of power, gas, telephone, and cable design. The scope also includes extending California Avenue and Palo Verde Road and preparing hydrology and hydraulic studies. Bordering the project is a riparian corridor that will be used to enhance storm water quality and flood water detention. 38 San Juan Capistrano CRA I The Groves at Williams Ranch i�Er rrm: a,;::-'group!fl [reetinq eewlrcrvnMh pPOPk PICY Project Team GEOCON Incorporated Since 1971, Geocon has enjoyed a reputation for excellent client 6960 Flanders Drive service and technical expertise in geotechnical engineering, San Diego, CA 92121-2974 engineering geology, environmental sciences, and materials testing P: (858) 558-6900 and inspection services. With multiple offices in California, Nevada www.geoconinc.com and Oregon, we are well-positioned geographically to serve our clients' needs promptly, efficiently, and cost-effectively. Project Role Geotechnical Engineer Since our beginning, we have worked to cultivate an atmosphere of cooperation and professionalism that translates to superior service for our clients. Many of our client relationships span over 30 years. This is, in part, attributable to the longevity of our employees, from administrative staff to senior management. Our staff understands the importance of easy accessibility and they recognize the value of time to our clients. Our friendly company culture promotes excellent working relationships with our clients, and many have said that we function much like their own employees: a direct extension of their team. Aside from the relationships we share with our clients, we employ a large staff of technically -strong, highly -motivated engineers, geologists, environmental scientists and technicians. Our founders instilled in us the importance of helping our clients save money while still ending up with a high-quality product at the conclusion of the project. While others talk about creativity and innovation, they are a part of our legacy. As part of our clients' team, the success of the project is our foremost objective. We work seamlessly with other consultants to integrate our staff and services with theirs. We have excellent professional relationships with many of the most reputable civil and structural engineering firms, resulting in smooth communication and coordination of disciplines. rrm � r;group ��� .....A San Juan Capistrano CRAI The Groves at Williams Ranch 39 Project Team Rodney Mikesell Mr. Mikesell has over 16 years of experience in geotechnical GEOCON Incorporated engineering studies for both large- and small-scale residential and commercial/industrial projects. He performs many functions as a Education senior engineer, including project management, overseeing of site Brigham Young University reconnaissance, drilling and other field studies, computer analysis, - Master of Science, and report preparation. Mr. Mikesell performs geotechnical Civil Engineering, 1993 analyses for slope stability, liquefaction, shallow and deep - Bachelor of Science, foundation design, lateral pile design, and pavement design. Civil Engineering, 1993 Relevant Experience Registrations Sagewood Affordable Housing, San Diego, CA Registered Civil Engineer, CA Mr. Mikesell was the project engineer for this affordable housing Registered Geotechnical multi family apartment complex. The project consisted of Engineer, CA constructing 9 two-storyapartment buildings, interior driveways, parking lots, and a swimming pool. Mr. Mikesell prepared Professional Organizations geotechnical design reports, provided recommendations American Society of Civil for foundation design and earthwork criteria, and provided Engineers geotechnical project supervision during grading and construction of American Society of Civil the project. Engineers, Construction Group The Plaza Irvine, Irvine, CA American Society of Civil The Plaza Irvine site is an approximately 14 acre property that Engineers, was developed to house 23 multi -family apartment buildings, Geotechnical Engineering three 13 story condominium towers with below grade parking, Division, Officer three 5 -story parking garages, and a retail center. Mr. Mikesell provided geotechnical design and construction recommendations. Mr. Mikesell also provided project management during grading and building construction which included both shallow and deep foundations. Village at Morena Vista, San Diego, CA Mr. Mikesell was the project engineer for the Morena Vista project that included constructing multi -story residential units and commercial buildings. Mr. Mikesell led the geotechnical team that provided design recommendations to mitigate soft compressible and potentially liquefiable soils through the use of stone columns and compaction grouting. Mr. Mikesell also provided project management during grading and construction. A- m rrm:: _ , :?group ll 40 San Juan Capistrano CRA I The Groves at Williams Ranch Project Team Cumming Established in 1996, Cumming is a leader in providing project 25 Enterprise, Suite 590 control services, including cost and project management, planning Aliso Viejo, CA 92656 and scheduling, and litigation support. In fact, Cumming's 250 P: (949) 900-0440 expert professionals — located in 17 offices across the United F: (949) 900-0450 States, as well as in Abu Dhabi — have provided these and other related services to clients in more than 25 countries around the Project Role world. Cost Estimation Throughout its history, the company has remained focused on one goal: to assist its clients in managing the critical issues of time and cost from conception through closeout. The ability to proactively resolve complex issues is and always has been central to the success of our clients. Foremost, Cumming provides unsurpassed services that enable you to achieve extraordinary results. With an understanding of your goals and expectations, a suite of solution - oriented services are provided to meet your unique needs. Our cost management group is one of the largest providers of cost estimating and management services in the U.S. Additionally, our strength and capabilities in providing project management services is evidenced by our ranking among the nation's top project and construction management firms. In 2009, Cumming ranked number 30 on Engineering News -Record's listing of the Top 100 CM -for - Fee Firms in the country. Project experience includes the completion of more than 5,000 assignments in support of architects, engineers, owners, and others. Specifically, Cumming has completed more than 300 projects for city- and county -operated facilities. San Juan Capistrano CRAI The Groves at Williams Ranch 41 Project Team Ashok K. Patel, MRICS Ashok joined Cumming in January 2005 with more than 20 years Director, Cost Management of experience in the construction industry. He is experienced in all Relevant Experience • Aston Waikiki Timeshare, Waikiki, HI • Brooks College, Residence Halls Seismic Upgrades, Long Beach, CA • CSU Los Angeles, PRC Faculty & Staff Housing, Los Angeles, CA • HGVC Kings Land at Waikoioa Timeshare, Waikoloa, HI • HGVC, Waikikian Timeshare, Honolulu, HI • Hilton Garden Inn, Riverside, CA • Hilton Waikoloa Village Resort, Renovations, Waikoloa, HI • Luxury Residential Developments, UK • Milliken Creek Inn and Spa, North House, Napa, CA • MVCI, Shadow Ridge Timeshare, Phases 1-6, Palm Desert, CA • MVCI, Timberlodge Timeshare, Phases 2 & 3, Lake Tahoe, CA • National.Harbor Hotel and Convention Center, Oxan Hill, MD • Pomona College, N. Campus Residence Hall/Parking Garage, Claremont, CA • Pomona College, Norton/Clark 111 Residence Hall Renovations, Claremont, CA • Reunion Grande Hotel, Cost Model, Orlando, FL • Sheraton Desert Cove, Palm Desert, CA • The Cairns Townhomes at Northstar, Truckee, CA • Trump International Hotel/Tower, Las Vegas, NV • UC Riverside, Chancellor's Residence Suite Remodel, Riverside, CA • Vicksburg Casino Resort, Vicksburg, MS r rrm . , ;rgroup ��� 42 San Juan Capistrano CRA I The Groves at Williams Ranch aspects of the civil, structural, and architectural disciplines. Education Bachelor of Science, Ashok's responsibilities include all phases of estimates, quality Quantity Surveying, control/quality assurance (QA/QC), and value engineering. He Greenwich University, London is involved with projects from the master plan stage through occupancy. Certification Certification: Member, Royal He has provided cost management services, including change Institution of Chartered order analysis negotiations, on projects ranging in value up to Surveyors (MRICS) $1 billion. Ashok has experience in the healthcare, educational, commercial office, industrial, public works, restaurants, government, retail, entertainment, and hospitality sectors. Relevant Experience • Aston Waikiki Timeshare, Waikiki, HI • Brooks College, Residence Halls Seismic Upgrades, Long Beach, CA • CSU Los Angeles, PRC Faculty & Staff Housing, Los Angeles, CA • HGVC Kings Land at Waikoioa Timeshare, Waikoloa, HI • HGVC, Waikikian Timeshare, Honolulu, HI • Hilton Garden Inn, Riverside, CA • Hilton Waikoloa Village Resort, Renovations, Waikoloa, HI • Luxury Residential Developments, UK • Milliken Creek Inn and Spa, North House, Napa, CA • MVCI, Shadow Ridge Timeshare, Phases 1-6, Palm Desert, CA • MVCI, Timberlodge Timeshare, Phases 2 & 3, Lake Tahoe, CA • National.Harbor Hotel and Convention Center, Oxan Hill, MD • Pomona College, N. Campus Residence Hall/Parking Garage, Claremont, CA • Pomona College, Norton/Clark 111 Residence Hall Renovations, Claremont, CA • Reunion Grande Hotel, Cost Model, Orlando, FL • Sheraton Desert Cove, Palm Desert, CA • The Cairns Townhomes at Northstar, Truckee, CA • Trump International Hotel/Tower, Las Vegas, NV • UC Riverside, Chancellor's Residence Suite Remodel, Riverside, CA • Vicksburg Casino Resort, Vicksburg, MS r rrm . , ;rgroup ��� 42 San Juan Capistrano CRA I The Groves at Williams Ranch Project Team TMAD TAYLOR & GAINES TMAD TAYLOR & GAINES is a full service structural, mechanical, 800 N. Ferrari Lane, Suite 100 electrical and civil consulting engineering firm. Established in 1955, Ontario, CA 91764 we now have 7 offices in Anaheim, Pasadena, Inland Empire, San Phone: (909) 477-6915 Diego, San Francisco, Thousand Oaks and Phoenix. Fax:(909) 477-6916 TMAD TAYLOR & GAINES has a total staff of over three hundred Project Role (300), including technical professionals and administrative staff. MEP Engineering There are a total of fifty-eight (58) registered engineers on TMAD TAYLOR & GAINES' staff. Tax I.D. Number: 95-2222193 With full structural, mechanical, electrical and civil engineering services in-house, we have an experienced and cohesive team of Business Type: engineers, designers and draftspersons all committed to providing California Corporation personalized and quality engineering services. License #00575-L We offer a variety of engineering services ranging from the design Type of Ownership: of mechanical, electrical, plumbing, fire protection, structural and Minority Business Enterprise civil systems to the study and implementation of cogeneration, MTA Certified #1852 thermal energy storage, photovoltaic, air conditioning, and County of LA Certified #15451 daylighting systems for health care, educational, government, commercial, and industrial facilities. In the last 50 years, we have Dun & Bradstreet Report #: designed numerous HVAC retrofit projects. Utilizing our team of 06-448-1138 highly qualified engineers supported by a Computer Aided Design and Drafting (CADD) system, along with our broad experience Insurance Coverage: in field observation, our client is assured of a project that will be Professional Liability completed promptly and cost-effectively. In more than 50 years General Liability as a consulting engineering firm, we have acquired experience Workers Compensation from a vast array of projects, numbering more than 30,000 with Auto Liability an aggregate construction cost of over $30 billion of mechanical and electrical systems. It is this experience, together with an Contact Person: uncompromising dedication to serving clients through superior Kerry Parker, LEED AP engineering that sets us apart. Principal -In -Charge Phone: (909) 477-6915 Fax: (909) 477-6916 Mobile: (951) 317-7146 Email: kparker@tmadtg.com rrm..l< ,';:group ill San Juan Capistrano CRAI The Groves at Williams Ranch 43 Project Team Timothy M. Edmondson Electrical Design Engineer. Mr. Edmondson has over 25 years Related Project Experience Cimarron Heights Workforce Housing, Cimarron Heights, CA Four (4) two story buildings consisting of 2 buildings with 18 units (18,080 SF); 2 buildings with 18 units (19,600 SF); 1 building with 10 units (9,200 SF); Leasing office 1,565 SF; Laundry Bldg. 455 SF; Community Center 6,920 SF & Maintenance building 760 SF Cathedral Family Affordable Housing, River Canyon, CA Total of 60 units (59,850 SF) with Leasing/ Laundry Building, Community Center, Maintenance Building, Carport Structures and site work containing leasing office, community center, parking, a common pool, restrooms building, recreation area, picnic areas, and children playground area. Tustin & EI Toro Marine Corps Housing, Tustin & El Toro, CA San Diego State University Student Housing, San Diego, CA 44 San Juan Capistrano CRA I The Groves at Williams Ranch rcczz rrm. r s =;".group l9� neevinq erw,m�nar:rs Oe%Ja anroy' experience in the consulting engineering marketplace, with Education projects ranging from public and private education, commercial, 1989 - Electrical Engineering/ healthcare, industrial, military, aviation and government Theological Studies facilities. His responsibilities encompass all aspects of electrical University of Tulsa engineering and design, including project management, Tulsa, Ok. cost estimating, construction administration, specification development and value engineering services.Mr. Edmondson 1981 — B.A. Graphic Design specializes in the development of medium voltage distribution Southern California Regional and emergency power systems as well as lighting, low voltage Occupation Center signal, telecommunications, Data and Multi -media network design solutions. He is knowledgeable in Green Building Design and LEED accredited project development. Related Project Experience Cimarron Heights Workforce Housing, Cimarron Heights, CA Four (4) two story buildings consisting of 2 buildings with 18 units (18,080 SF); 2 buildings with 18 units (19,600 SF); 1 building with 10 units (9,200 SF); Leasing office 1,565 SF; Laundry Bldg. 455 SF; Community Center 6,920 SF & Maintenance building 760 SF Cathedral Family Affordable Housing, River Canyon, CA Total of 60 units (59,850 SF) with Leasing/ Laundry Building, Community Center, Maintenance Building, Carport Structures and site work containing leasing office, community center, parking, a common pool, restrooms building, recreation area, picnic areas, and children playground area. Tustin & EI Toro Marine Corps Housing, Tustin & El Toro, CA San Diego State University Student Housing, San Diego, CA 44 San Juan Capistrano CRA I The Groves at Williams Ranch rcczz rrm. r s =;".group l9� neevinq erw,m�nar:rs Oe%Ja anroy' Project Team Option -One Option -One is a structural consulting firm specializing in the design 2755 Bristol Street, Suite 100 of Costa Mesa, CA 92626 P: (714) 556-1916 • Single -Family Production Housing and Custom Homes F: (714) 556-1952 • Multi -Family and Cluster Residential Buildings E: info@option-1.com • Apartment Buildings and Senior Citizen Housing • Low -Rise Commercial, Industrial, and Office Facilities Project Role • Mat Post -Tension Foundation System Stuctural Engineering • Thin Post -Tension Foundation System • Structural Site Observation • Seismic Retrofit and Rehabilitation Peer Review • Value Engineering • Forensic and Expert Witness Our Mission Through the use of practical and thoughtful designs, we provide our clients with structural solutions, which facilitate construction and optimize the use of available building materials while minimizing framing and foundation costs. Communication and coordination between the trade partners is essential in providing a smooth transition from conceptual design to construction. Our firm promotes the use of value engineering meetings where each trade is able to review our design and provide input into how their systems are integrated into the overall concept in order to save time and money when the project progresses to the construction phase. rrm. ,s;�,groupkfl ceonk Misr" San Ju an Capistrano CRA I The Groves at Willi ams Ranch 45 Project Team Gary A. McClanahan, PE Registrations California 042553 Arizona 36756 Utah 6771507-2202 Washington 34084 Affiliations ACI American Concrete Institute ICC International Code Council PTI Post -Tension Institute ASCE American Society of Engineers SEAOC Structural Engineers Association of California A professional engineer licensed in California since 1987, Gary A. McClanahan received his B.S. degree from Purdue University in Civil Engineering in 1980. He is well versed in the design of residential and low-rise commercial structures, structural observation of new construction and structural assessment of existing structures. He also evaluated low-rise structures for the State of California Office of Emergency Services in the aftermath of the 1994 Northridge Earthquake. Click Gary's photo to download his resume. Click his name in this paragraph to contact him via email. 46 San Juan Capistrano CRA I The Groves at Williams Ranch rrmt =z:: group .mun0 emrenmmu OroPly meq' Project Team n Jcry Michel, PE, LS Diane Bat�ig; of �rivii°(aginaer/�urireybr Planner; e ` , CuMrrii PE ' A'shok C' Pat£ 9, TM I, MA168 Terri r"group oil you n.,' San Juan Capistrano CRAB The Groves at Williams Ranch 47 Referenced Projects Client: Oceanside Vision and Strategic Plan City of Oceanside Oceanside, CA Dave Manley, Neighborhood RRM Design Group was retained by the City of Oceanside to Services Division Manager prepare a Vision and Strategic Plan for a 14 -acre, city -owned 300 North Coast Highway site along Mission Avenue. The developed vision provides for Oceanside, CA 92054 affordable family rental housing, special needs housing, and P: (760) 435-3963 mixed-use/market rate housing development with a commercial E: dmanley@ci.oceanside_ca.us retail component. Through successful community outreach with the surrounding neighborhoods, several alternatives were Project Size: 14 acres evaluated and a consensus was reached for a preferred concept. Year of Completion: A companion economic analysis and implementation strategy Completed on Time and ensured feasibility and optimal tax credit financing of the proposed Within Budget? Yes concepts. The resulting design emphasized a cohesive sense of neighborhood, and development guidelines addressed design Project Team: quality, sustainability and universal access. David Chacon, Project Manager Diane Bathgate, AICP Erik P. Justesen, ASLA, LEED AP Jami Williams rrm-.-.' 'group ffl / San Juan Capistrano CRAI The Groves at Williams Ranch 48 Referenced Projects Client: Mesa Verde Development Paul Feilberg 19 Spectrum Point Drive Suite 6008 Lake Forest, CA 92630 P: (949) 581-1567 Project Size: 1 Acre Year of Completion: 2004 Completed on Time and Within Budget? Yes Project Team: David Chacon, Project Manager Brian Hannegan rrm.' group Oil <rcaih+a xrironme�us P�PnkeN�Y' Cottages at Walnut Lake Forest, CA Faced with the challenge of architecturally blending a new neighborhood within an established neighborhood, RRM Design Group created a pilot infill project for the City of Bellflower. Fusing innovative, collaborative site planning with architectural detailing, the RRM team designed a gated community consisting of 8 detached single family homes, borrowing architectural styles found throughout the existing neighborhood and integrating a cottage - style architectural theme with a vivid color scheme. The final design produced a spacious community atmosphere, despite a density of 8.8 homes per acre. San Juan Capistrano CRAI The Groves at Williams Ranch 49 Referenced Projects Client: PRS Group Phillip Schwartze, Owner 31872 San Juan Creek Rd. San Juan Capistrano, CA 92675 P: (949) 240-1322 E: phillip@prsgrp.biz Project Size: 8.9 Acres Year of Completion: In progress Completed on Time and Within Budget? Yes Project Team: Diane Bathgate, AICP, Project Manager Patrick Blote Tim Walters rrm group Hi Platinum Gateway Mixed -Use Development Anaheim, CA RRM Design Group provided architecture, planning, landscape architecture, and civil engineering services for this master -planned mixed-use urban redevelopment project in Anaheim, CA. The 8.9 acre site includes a 12 -floor, 208,300 sf office building; a 5 floor, 130 guest room hotel; 4,500 sf of multi -tenant retail space; and 312 residential units with private underground parking. To unite the buildings and create relaxing spaces for residents and consumers alike, landscaped courtyards for residents, urban landscaping for streetfront plazas, and internal pedestrian pathways are incorporated into the design. The prominent site location will become a well defined gateway to the City redevelopment area, by replacing an aging industrial warehouse with lively, contemporary architectural styles. San Juan Capistrano CRAI The Groves at Williams Ranch 50 Referenced Projects Client: Pacific Harbor Homes Larry Persons 2259 Ward Avenue, Suite 200 Simi Valley, CA 93065 P: (805) 577-6222 E: larry.pers ons@pacharbor. com Project Size: 84,OOOsf Year of Completion: 2006 Completed on Time and Within Budget? Yes Cortina d' Arroyo Grande Senior Apartments Arroyo Grande, CA Cortina d' Arroyo Grande Senior Apartments, Arroyo Grande, CA RRM Design Group provided the planning, architecture, civil engineering, landscape architecture, survey, and construction support for the Cortina d' Arroyo Grande Senior Apartments located in Arroyo Grande, CA. The 108 unit, multi -story building takes advantage of ocean views for upper living units and includes an exterior common space, promoting a sense of community for its senior housing tenants. Crafted with a Mediterranean style tile roof, the architectural theme includes wrought iron railings and arched openings for doors and windows. Awards Project Team: NAHB AR/BARS/50+ Housing Council, Multifamily Housing, Patrick Blote, Project Manager Common Area Interior Design, Income Qualified Rental, Gold Carmen Trudell, LEED AP Achievement Award, 2007 rrrn;:- groupili .re : nq e.�wonmma en+nk �*WY" NAHB AR/BAAS/50+ Housing Council, Multifamily Housing, Income Qualified Rental, Overall, Gold Achievement Award, 2007 k_ San Juan Capistrano CRAI The Groves at Williams Ranch 51 Referenced Projects Client: Habitat for Humanity Penny Rappa, Executive Director P.O. Box 613 San Luis Obispo, CA 93406 P: (805) 782-0687 Project Size: 5,OOOsf Year of Completion: In Progress Completed on Time and Within Budget? Pro-bono Project Team: Jeff Dillon, AIA, Project Manager Erik P Justesen, LEED AP, Principal -in -Charge rrmc r; group �rcuting mvl.anmmr, pe;X,k mFI° Habitat for Humanity -Phillips Lane San Luis Obispo, CA RRM Design Group volunteered to assist HFH in getting their first project in the City of San Luis Obispo built. The Project consists of two single family homes on a 5,000 square foot lot. To that end, RRM prepare all preliminary design plans and represented HFH to the City Planning Commission and City Council to win a unanimous approval for zoning and use permits and allocation of critical Housing Trust Fund support to help finance the project. RRM went on to prepare all architecture, landscape architecture, and civil engineering construction documents and specifications for the project. The project is set for construction in February of 2010. San Juan Capistrano CRAI The Groves at Williams Ranch 52 Referenced Projects Client: Yorba Linda Affordable Housing Studies City of Yorba Linda Yorba Linda, CA Pamela Stoker, RRM Design Group was retained by the City of Yorba Linda to Redevelopment Specialist prepare affordable housing conceptual site plans for two potential PO Box 87014 sites including Site #5 Old Canal Road Annex (Savi Ranch) for Yorba Linda, CA 92885 30 du/ac on 3.2 acres and Site #7 Lakeview/Strawberry Field for a E: pstoker@yorba-linda.org mix of densities including 20 du/ac and 10 du/ac. The conceptual E: davisl@san-clemente.org site plans were developed to help determine potential project yield Project Size: as well as support Housing Element community outreach and 1 st Site: 4.7 Acres/ 71 Units review and approval the Department of Housing and Community 2nd Site 2.8Acres/80 Units Development. Year of Completion: Not Built/Study Only Completed on Time and Within Budget? N/A Project Team: Jami Williams, Project Manager Diane Bathgate, AICP Erik P. Justesen, ASLA, LEED AP Scott Martin, LEED AP Client: San Clemente Affordable Housing Concept Plan City of San Clemente San Clemente, CA Leslie Davis, Senior Housing RRM Design Group was retained by the City of San Clemente Coordinator to develop a multi -family, rental affordable housing concept for a 910 Calle Negocio, Suite 100 parcel located at 902 N. EI Camino Real. Two alternative concepts San Clemente, CA 92673 of approximately 25 du/ac were developed to help illustrate the P: (949) 361-6188 potential for conversion of the commercially zoned property for E: davisl@san-clemente.org affordable housing uses. The design incorporated a mixture of studio, one- and two-bedroom units on a very constrained 12,000_ Project Size: 12,OOOsf square foot site. Year of Completion: Not Built/Study OnlyCompleted on Time and Within Budget? N/A Project Team: Jeff Dillon, AIA, Project Manager Stacey White, AIA, LEED AP Principal -in -Charge rrw group kkl +�re^^+^^^�•�,,,,.�4 •nm' San Juan Capistrano CRAI The Groves at Williams Ranch 53 �..1 •n 11 c0. Veloce Partners Long Beach Portfolio 13 Scattered Sites Long Beach, CA 10 Hampshire Court Ladera Ranch, CA 92694 The 320 unit Long Beach Portfolio includes 11 family and 2 senior P: (949) 510-6552 apartment complexes located in various communities within the F: (949) 388-2158 City of Long Beach. The properties were acquired and thoroughly velocepartners.com rehabilitated between 2004 and 2008. Project Role Affordability & Unit Mix: Housing Consultant Studio: 5 2 Bedroom: 178 1 Bedroom: 128 3 Bedroom: 9 Initial unit rents ranged from $633 to $1069 per month, affordable to households earning between 50% and 60% of area median income. Financial Plan & Partners: The property was financed with the assistance of the City of Long Beach and the Federal low income housing tax credit program using tax-exempt bond financing. Centerline Capital Group $ 15,236,000 City of Long Beach $ 14,360,000 LIHTC Equity $ 10,800,000 Total Development Cost: $ 45,800,000 Development Team: The property was developed through a joint venture between Veloce Partners Inc. and non-profit Decro Corporation. Completion Date: December 2008 Reference: Robin Grainger City of Long Beach Neighborhood Services Bureau 444 W. Ocean Blvd., #1700 Long Beach, CA 90802 P: (562) 570-6373 rrm:; group 01 l "I., �"w San Juan Capistrano CRAI The Groves at Williams Ranch 54 Referenced Projects Veloce Partners Orion Gardens 10 Hampshire Court 8955 N. Orion Ave. Ladera Ranch, CA 92694 North Hills, CA 91343 P:(949) 510-6552 F: (949) 388-2158 Description: velocepartners.com Orion Gardens is an affordable 32 unit family apartment complex located in the City of Los Angeles' North Hills community. Project Role Affordability & Unit Mix: Housing Consultant 1 Bedroom: 9 2 Bedroom: 12 3 Bedroom: 11 Unit rents range from $469 to $950 per month and are affordable to families earning between 30% and 50% of area median income. Financial Plan & Partners: The property was financed with the assistance of several public agencies and the Federal low income housing tax credit program. US Bank $ 5,700,000 City of Los Angeles HOME $ 3,125,000 Community Redevelopment Agency of the City of Los Angeles $ 2,300,000 LIHTC Equity $ 8,226,000 Total Development Cost: $ 13,700,000 Development Team: The property was developed through a joint venture between Veloce Partners Inc. and non-profit Decro Corporation. ICON CDC provides a range of supportive services to residents of the property. Completion Date: May 2009 Reference: Tim Elliott City of Los Angeles Housing Department 1200 W. 7th St., 8th Floor Los Angeles, CA 90017 213-808-8901 rrm,,: group ill 7 «..x�a <aennmae, wow -,q.' San Juan Capistrano CRAI The Groves at Williams Ranch 55 Referenced Projects Colleen Bathgate, LEED AP Fair Oaks Walk, Pomona, CA P: (949) 370-0432 Acting as the Director of Design Colleen led the design for a colleenbathgate@hotmail.com mixed-use project that included 34 townhomes and a 2,500 square foot retail building. This in -fill project was designed with Craftsman Project Role style exterior elevations. Multi -Family Housing Consultant Reference: The Olsen Company Eric Everhart 3010 Old Ranch Parkway, Suite 100 Seal Beach, CA 90740 P: (562) 596-4770 Foothill Walk, Upland, CA Acting as the Director of Design Colleen led the design for a community of 72 townhomes and recreation area that included a pool and restroom building. This infill project was designed with both French and Spanish style exterior elevations. Colleen also oversaw the preparation of the specific plan for this community. Reference: The Olsen Company John Reischl 3010 Old Ranch Parkway, Suite 100 . Seal Beach, CA 90740 P: (562) 596-4770 rrm,.i s,.::group IN "•"'"�'^"­ M'".Pl ^bY" San Juan Capistrano CRAI The Groves at Williams Ranch 56 Referenced Projects Rincon Consultants, Inc. Environmental Assessments for the Community Development 790 East Santa Clara Street Block Grant Program Ventura, California 93001 Rincon Consultants is currently in the second year of its fourth P: (805) 641-1000 consecutive three-year contract to provide as needed CEQA/ F: (805) 641-1072 NEPA documentation and consulting services to the Los Angeles Community Development Commission (tenth year with this Project Role contract). Rincon has managed the preparation of all NEPA- Environmental Consultant required environmental documentation for projects proposed under the CDBG Program within unincorporated Los Angeles County and 48 cooperating cities within the county during this time frame. Typical projects addressed concerned small- scale housing, commercial, and industrial development, senior centers, recreational facility upgrades, and improvements to public infrastructure. CEQA-required documentation was also prepared for those projects located within the unincorporated area. The environmental assessments followed the U.S. Housing and Urban Development short form methodology, which allowed for rapid assessment of environmental issues and processing of the documents. Under this contract, Rincon also provided on-site staffing for a three and one half month period during the Commissions' recruitment of a new environmental compliance officer. In addition, under a separate multi-year contract, Rincon's Environmental Site Assessment Group has directed several Phase I Environmental Site Assessments and provided human health risk assessment and expert review of technical reports for a variety of CDC projects, including those involving reuse of former oil refinery, gas station, mixed use industrial, and chemical factory sites. Client: Los Angeles County Community Development Commission Contact: DeAnn Johnson (323) 890-7064 rrm , ;,; group ��� / San Juan Capistrano CRAI The Groves at Williams Ranch 57 Referenced Projects Rincon Consultants, Inc. John Laing Homes Residential Project EIR 790 East Santa Clara Street Rincon prepared an LCP Amendment and EIR for the proposed Ventura, California 93001 conversion of about 17 acres of land designated for Industrial P: (805) 641-1000 use to Residential use. The proposed project involved several F: (805) 641-1072 discretionary actions that would result in the conversion of an existing, partially developed, industrial area into two distinct Project Role residential development projects. These projects included an Environmental Consultant 86 -unit town home project and a 68 -unit single family residential development. Most notably, the project required an amendment to the City's Local Coastal Program, which required approval by the City Council as well as the California Coastal Commission. Other requested entitlements include Planned Development Permits for each site, Tentative Tract Maps for each site, Land Use and Zoning Map boundary changes, and land use designation, text, and map changes to the City's adopted Local Coastal Program. Key issues involved availability of additional industrial land to support current and projected future activities at the Port of Hueneme, traffic and circulation, hazardous materials related to past industrial uses, and land use compatibility associated with nearby industrial uses and the Ventura County Railroad line, that bisected the two proposed developments. Client: City of Port Hueneme Contact: Greg Brown (805) 986-6553 rrm _ ",-groupill 1- ""^"^�"""'°""`""°"•""k"^�°r' San Juan Capistrano CRAI The Groves at Williams Ranch 58 Referenced Projects Urban Crossroads, Inc. Burris Basin Park Mitigated Negative Declaration 41 Corporate Park, Suite 300 Transportation Analysis Irvine, California 92606 The purpose of this focused transportation analysis was to P: (949) 660-1994 evaluate the potential traffic impacts of the proposed Burris F: (949) 660-1911 Basin Park to the extent necessary to support preparation of a mitigated negative declaration for the proposed project. The Project Role report demonstrated that the potential project impacts in terms of Traffic Consultant traffic contribution (trip generation), potential impacts to off-site circulation, on-site circulation, parking, safety, and alternative modes of transport were less than significant or could be mitigated to less than significant levels. Client: City of Anaheim Pamela Galera 200 South Anaheim Boulevard, Suite 433 Anaheim, CA 92805 P: (949) 765-463 rrm; group��� Y I,." San Juan Capistrano CRAI The Groves at Williams Ranch 59 Referenced Projects Urban Crossroads, Inc. Foothill Boulevard Specific Plan Traffic Impact Analysis 41 Corporate Park, Suite 300 This report, prepared while working cooperatively with RRM Irvine, California 92606 Design Group staff, summarized the traffic impact analysis P: (949) 660-1994 conducted to assess the potential impacts of the proposed Foothill F: (949) 660-1911 Boulevard Specific Plan on the roadway system in the study area. The City of Rialto has begun efforts to improve the three-mile Project Role stretch of Foothill Boulevard (State Highway 66) within the City Traffic Consultant boundaries. As a part of this effort, the City recently incorporated most of the Foothill Boulevard frontage properties into an expanded redevelopment area. The Foothill Boulevard Specific Plan establishes land use regulations and development guidelines for future development along this section of Historic Route 66. The westerly boundary of the Specific Plan is Maple Avenue, which is adjacent to the City of Fontana. The easterly boundary is Pepper Avenue, which is adjacent to the City of San Bernardino. This report included a description of the project in detail and provided a complete description of existing and projected traffic conditions within the study area. The effects of redevelopment on study area traffic conditions was a part of the overall work effort. it also documented traffic calming measures (such as road closures and alternate route improvements) suggested for the corridor. Client: City of Rialto Donn Montag 150 South Palm Rialto, CA 92376 P: (909) 421-7218 rrm, .;. ; .;i ,group 01 San Juan Capistrano CRAI The Groves at Williams Ranch 60 Referenced Projects Sam M. Ali, PE, LEED AP UCI Palo Verde Housing Phase II, Irvine, CA (Gold LEED Certified): Project Role Sam Ali PE, LEED-AP was the Project Manager for schematic Project Entitlement/ design and design development for the Palo Verde Housing Civil Engineering expansion project (two and three story cluster buildings, 442 units). The scope includes preparation of grading, storm drain, sewer, water, and street plans, and coordination of power, gas, telephone, and cable design. The scope also includes extending California Avenue and Palo Verde Road and preparing hydrology and hydraulic studies. Bordering the project is a riparian corridor that will be used to enhance storm water quality and flood water detention. Project Size: 15 acres Year of Completion: 2004 Client's Reference: Gary Penman, Project Architect 1900 Main Street, 8th Floor Irvine CA 92614 P: (949) 809-3388 E: gpenman@mve-architects.com Was the project delivered within the originally approved budget and on schedule? Yes rrm.;, ,,.::group N ".°,,, ^''"'"'"'"""eop1 -,,m San Juan Capistrano CRAI The Groves at Williams Ranch 61 Referenced Projects Sam M. Ali, PE, LEED AP Arroyo Trabuco Golf Course And Club House, City of Mission Viejo/ City of San Juan Capistrano Project Role Project manager in charge of preparing and processing full Project Entitlement/ civil engineering documents through the City of Mission Viejo Civil Engineering and the City of San Juan Capistrano. The scope included preparing rough grading, precise grading, sewer, water, street improvements, WQMP, SWPPP plans. The scope also included conducting hydrology and hydraulic studies for Trabuco Creek to delineate Hood limit, construction cost estimate, bid assistance and construction administration. The scope included the design of BMP's for storm water treatment and retention to avoid enviromental impact on Trabuco Creek. Project Size: 250 Acres Year of Completion: 2005 Client's Reference: Jeremy Laster, Project Manager Rancho Mission Viejo 28811 Ortega Highway P.O. Box 9 San Juan Capistrano CA 92693 P:(949)240-3363 E: jlaster@ranchomv.com Was the project delivered within the originally approved budget and on schedule? Yes UCl Palo Verde Housing Phase II, Irvine, CA (Gold LEED Certified): Sam Ali PE, LEED-AP was the Project Manager for schematic design and design development for the Palo Verde Housing expansion project (two and three story cluster buildings, 442 units). The scope includes preparation of grading, storm drain, sewer, water, and street plans, and coordination of power, gas, telephone, and cable design. The scope also includes extending California Avenue and Palo Verde Road and preparing hydrology and hydraulic studies. Bordering the project is a riparian corridor that will be used to enhance storm water quality and flood water detention. rrm:;:: .group San Juan Capistrano CRA I The Groves at Williams Ranch 62 Referenced Projects GEOCON Incorporated The Plaza Irvine, Irvine, CA 6960 Flanders Drive San Diego, CA 92121-2974 Project P: (858) 558-6900 The Campus Center/Plaza Irvine project is a 14 -acre multifamily, www.geoconine.com condominium, and retail development. The project consisted of constructing 23 four-story multi -family apartment buildings, three Project Role 13 -stories above and 3 -stories below grade condominium towers, Geotechnical Enginner four 5 -story parking structures, and multilevel retail buildings. Geocon Incorporated was the geotechnical engineer for the project and performed a geotechnical investigation for design and construction, and follow-up work including testing and observation during grading and foundation construction. Challenge The site was underlain by undocumented fill and highly expansive and corrosive alluvial soils. Additionally, property constraints prevented complete removal of undocumented fill without installing vertical shoring. Solution Geocon provided grading and foundation recommendations to enable the multi -story apartment buildings, one condominium tower, the retail buildings, and all four of the 5 -story parking garages to be founded on shallow foundations underlain by expansive soils. This significantly reduced grading and foundation costs when compared to an export/import operation and/or deep foundations. Geocon also provided recommendations to enable grading and building construction to occur without the need of vertical shoring for the apartment and parking structures and on two of the three condominium towers. Reference Opus West Construction Corporation 2020 Main Street, Suite 800 Irvine, California 92614 Mr. Burt Levesque (currently with Sundt Construction, Inc.) P:(619)321-4800 rrm- - group r.W, r San Juan Capistrano CRAI The Groves at Williams Ranch 63 Referenced Projects GEOCON Incorporated Sagewood Apartments, San Diego, CA 6960 Flanders Drive San Diego, CA 92121-2974 Project P: (858) 558-6900 The Sagewood Apartment project is an afforadable housing www.geoconinc.com project constructed in the Stonebridge Estates development. The complex has 106 units and a community center and business Project Role center. Geocon Incorporated was the geotechnical engineer for Geotechnical Enginner the project and provided geotechnical reports for design and construction. Geocon Incorporated also performed testing and observation services during grading and observation during foundation construction. Challenge The site was underlain by both compacted fill and native formational soils which created non uniform bearing conditions across the site. Solution Geocon provided grading and foundation recommendations to enable the multi -story apartment buildings to be constructed with minimal remedial grading. Geocon Incorporated was the geotechnical engineer for the overall Stonebirdge Estates development which enabled us to prepare update geotechnical reports without the need for additional field investigation and laboratory testing, thereby saving the client money. Highlights & Client Benefits: • Minimal remedial grading allowing all of the buildings to have relatively uniform bearing conditions for shallow foundations. • Did not need to perform additional field and laboratory studies as Geocon Incorporated was the Geotechnical Engineer for the overall Stonebridge Estates development. Reference Fairfield Development, L.P. Mr. Steve Cooper, Project Manager 23291 Mill Creek Drive, Suite 100 Laguna Hills, California 92653 P:(949) 206-1160 rrm . group N1 y °""a �'°'b^^10n0t»•°^' %' San Juan Capistrano CRAI The Groves at Williams Ranch 64 Referenced Projects Cumming Various Multi -Family Low Income Housing Developments 25 Enterprise, Suite 590 Los Angeles County, CA Aliso Viejo, CA 92656 Cumming (formally CCG) performed cost estimating and P: (949) 900-0440 construction management support services involving various multi - F: (949) 900-0450 family low-income housing and senior housing. These projects included the following sites: Project Role Budlong/Athens Cost Estimation Alabama Street Monrovia Senior Housing Nueva Maravilla Client: Los Angeles County Community Development Commission 2 Coral Circle, Monterey Park, CA 91755 Lynn Katano, P:(323)890-7266 Approximate Construction Value: $1 Million per site Year of Services: 1999 City of Los Angeles Housing Department — Ralston Site/Polk Housing, Los Angeles, CA Cumming performed a construction cost review of Design+Build packages submitted by five developers for a housing project in Los Angeles. In total, the project encompassed approximately 153,000 SF of housing, which included 3- and 4 -bedroom multi -family units, and 3- and 4 -bedroom single-family homes. Client: FSY Architects 3235 San Fernando Rd. #2C, Los Angeles, CA 90065 Vijay Sehgal P: (323) 255-4343 Approximate Construction Value: $11 Million Year of Services: 2006 rrm 1 group 01 V San Juan Capistrano CRAI The Groves at Williams Ranch 65 Referenced Projects TMAD TAYLOR & GAINES Belmont Village, Los Angeles, CA 800 N. Ferrari Lane, Suite 100 TMAD TAYLOR & GAINES is providing Mechanical, Electrical, Ontario, CA 91764 Plumbing and Fire Life Safety Engineering Services for this 156 Phone: (909) 477-6915 unit, 6 story assisted care living complex. The facility will include a Fax:(909) 477-6916 full service kitchen, dining, laundry, an underground parking facility for 290 vehicles and other supporting functions to make a fully Project Role functional assisted care living complex. MEP Engineering Size: 160,000 SF Est. Completion: 2010 Cost: $30,000,000 Reference: Ed Carfagno RNL Design P: (213) 955-9775 La Jolla Village Towers, Classic Residence by Hyatt, La Jolla, CA TMAD TAYLOR & GAINES provided electrical design for this new, 20 -story, 323,000 SF apartment tower with 232 units and 3 -levels of underground parking. The existing residential tower was renovated and construction of a 10,000 SF point of entry connector link between the two towers was also added. Amenities include a heated indoor swimming pool and spa, fitness center, art studio, library, computer resource center, billiards room, card rooms, beauty salon and barbershop, and wellness center. Size: 323,000 SF Completed: 1996 Cost: $ 45,000,000 Reference: Dale Jenkins Nadel Architects P: (858) 552-8424 rrm group 01 ^�"^�^^��°^m°^�wmc. •^�°Y' San Juan Capistrano CRAI The Groves at Williams Ranch 66 Referenced Projects Option -One CHS at Westcreek 2755 Bristol Street, Suite 100 Builder: Lennar Homes Costa Mesa, CA 92626 Location: Santa Clarita, California P: (714) 556-1916 F: (714) 556-1952 Type of Construction: E: info@option-1.com • Two story type V • Mutli-Family attached Project Role • 3-plex, 4-plex, 5-plex, 6-plex Stuctural Engineering Option One provided structural engineering services for the building structures. Project: 117 units, 26 buildings, approx 240,000 square feet. Completion: Completion in 2008. Reference: John Stoneman, Director of Construction Lennar Homes 28767 Calle De La Paz Valencia, California 91354 Cell: (661) 510-0062 E -Mail: John.A.Stoneman@Lennar.com rrm group �! ^°"^4•^^°"m°^'°^°°�*<^+�' San Juan Capistrano CRAI The Groves at Williams Ranch 67 Referenced Projects Option -One San Jacinto & Hwy 111 2755 Bristol Street, Suite 100 Builder: The Olson Company (GC) Costa Mesa, CA 92626 Owner: City of Rancho Mirage P: (714) 556-1916 Location: Rancho Mirage, California F: (714) 556-1952 E: info@option-1.com Type of Construction: • One and Two story type V Project Role • Mutli-Family attached Stuctural Engineering • Duplex, Triplex 1 -story • 12-plex: stacked flats, carriage units/garage Option One provided structural engineering services for the building structures, landscape structures, retaining walls, drywell vault. Project: 82 units, 15 buildings, approx 125,000 square feet. Completion: Project has currently started construction. Completion in 2010. Reference: Tom Moore, Senior Director of Operations The Olson Company 3010 Old Ranch Parkway, Suite 100 Seal Beach, California 90740 Cell: (562) 682-7422 E -Mail: tmoore@theolsonco.com Project Name: CH5 at Westcreek Builder: Lennar Homes Location: Santa Clarita, California Type of Construction: • Two story type V • Mutli-Family attached • 3-plex, 4-plex, 5-plex, 6-plex Option One provided structural engineering services for the building structures. Project: 117 units, 26 buildings, approx 240,000 square feet. Completion: Completion in 2008. Reference: John Stoneman, Director of Construction, Lennar Homes 28767 Calle De La Paz Valencia, California 91354 rrm ;+ group 01 '—d, ",oc m" San Juan Capistrano CRA I The Groves at Williams Ranch 68 Fee Schedule Project Rate Structure The Groves at Williams Ranch Development Project is based upon the Basic Service Time and Material Not to Exceed Amount plus Optional Value Added Services as may be requested by the Owner. The identified task fees found on the next page are estimated, not -to -exceed amounts only and all work shall be performed and invoiced at RRM's standard billing rates. rrm:;. ;,, :group Nil °•^'"�°^�'°^^°^�,,,..°pk e,w," San Juan Capistrano CRAI The Groves at Williams Ranch 69 Fee Schedule TASK .. GPA(RZ A 1'ction. a. eY. 1 trent-Pia n - Services - Adder,Basic Value Servic Task A.1 Data Collection, Review and Kick -Off Meeting $ 14030 ❑ Task A.2 Project Build Out Assumptions $ 17,210 ❑ Task A.3 GPA/RZ Application and Draft Development Plan $ 92,130 ❑ Task A.4 Administrative Review of Draft Application and Plan $_ 8,920 _ ❑ Task A.5 Initial Public Review of Draft Development Plan $ 12,740 ❑ Task A_6 Public Review of Final Draft Development Plan $ 14,340 ❑ Task A.7_ Project qoordination $ 28,940 ❑ Task A.8 Economic Analysis of Project and Fundin A roach T $ 9,820 ❑ Task 0 ;'GLQA avis _ Task 6.1 CEQA Kick -Off Meeting v$ 4,070 ❑ Task 6.2 Field Reconnaissance $ 4,530 ❑ Task B.3 Data Gathering and Evaluation $ 9,670 ❑ Task B.4 Project Description $ ❑_ Task B.5 Initial Study and CEQA Documentation $ -4,500 49,250 ❑ _ Task B.6 Notice of Intent to Adopt Mitigated Negative Dec $ 3,490 ! ❑ Task B.7 Preparation of Response to Comments $ 6,020 ❑ Task B.8_ Work Program Refinement $ 20,000 c Task B.9 Jurisdictional Delineation $ 6,200 a Task C Preparation of Construction pgcumonts su Task CA _ Enhanced Schematic Engineering Report_______ $ u Task C.2 Design Development Documentation $ _.tbd tbd ❑ Task C.3 Construction Documentation and Construction Cost Task C-4 Community Workshops $ $ tbd tbd ❑ ❑ tirnstra;ctfon Support ServiCIAs Task DA Pro ect Bidding /Bid Support Services $ tbd ❑ Task D.2 Construction Admin / Construction Observation $ tbd ❑ SUBTOTAL,. Reimbursable Ex enses $ ,0 14,125 1 ❑ Owner Design Continqency $ 50,000 ❑ TO •, NOTES: ' Basic Services for Phase I includes Planning, Architecture, Landscape Architecture, Sustainability, Civil Engineering, Electrical Engineering, Environmental Consulting (Traffic, Noise, Cultural Resources, Biological, Arbor), Geotechnical Engineering, and coordination with Owner consultants__ 2 To be invoiced on a Time and Material Not -To -Exceed Basis _ GENERAL NOTE: All reimbursable expenses, travel expenses and indirect costs are excluded from line item Task amounts and will be billed as incurred plus 10%. 70 San Juan Capistrano CRA I The Groves at Williams Ranch rrm.:;. ,:: ,group IIf vevtinQ mm,onmr.i; peopk enbY Fee Schedule Footnotes: A. Fixed fee tasks will be billed as the work progresses until the task is completed and the total amount stated in the contract for the task is invoiced. B. Estimated fees for tasks shown as 'Time and Materials Not -To -Exceed" are provided for informational purposes only, Amounts billed for these tasks, which will reflect actual hours invested and will be invoiced at RRM's standard billing rates per the attached rate schedule. Client Responsibilities • Designate one (1) contact person who will serve as the client representative • Document distribution for design reviews • Contract, coordination, and management of any consultants, and coordination with team members • Application fees for agency review • Work with RRM to develop, review, and approve a written program describing the projects major components • Assistance with the development of the Project narrative description and completion of City application forms and materials Exclusions to Phase I Scope of Services Please note that the tasks to be performed by the RRM team are limited solely to those outlined above. Changes requested by the client, changes in the client's program, or directions that are inconsistent with prior work efforts are subject to additional services fees as outlined in RRM Exhibit -A-1 form. This scope excludes all services not included in the above scope of services including, but not limited to, the following: -Legal services • Title company fees • Preparation of CC&R's • Phase I Cost Estimating • Structural Engineering • Mechanical Engineering • Off-site improvements • Tentative tract mapping • Payment of agency fees • Habitat restoration in any jurisdictional wetland • Phase I Energy use/carbon impact studies • Right-of-way and easement negotiations and/or recording • Sales program/brochure exhibits or other graphics not described herein Any additional services that RRM Design Group is asked to perform over and above those described above will be billed on a negotiated and client -approved fixed fee or hourly basis as additional services against the Owner's Design Contingency fund. rrm',,, ;group iii „••.+^u ,,*=n r' San Juan Capistrano CRAI The Groves at Williams Ranch 71 rrmide,signgroup IN creating environments People enjoy i May 21, 2010 RRM Design Group 232 Avenida Fabricante, Ste, 112 Ms. Laura Stokes San Clemente, CA 92672 Housing / Redevelopment Director City of San -Juan Capistrano _ F: (949) 361-7955 32400 Paseo Adelanto www.rrmdesign.00m San Juan Capistrano, CA 92675 Re: Engineering and Survey Services for The Groves: Camino Capistrano Widening and Site Rough Grading Proposed Scope of Services Dear Ms. Stokes, This proposal is based on configurations shown on the preliminary concept plan layout dated March 26, 2010 and assumes that all use permits are in place prior to beginning work. Plans are proposed to be prepared on City of San Juan Capistrano title block The site civil package proposal provides for a total of three separate plan check submittals to the City of San Juan Capistrano. Improvement plans will be prepared on a sheet size of 24" x36" at a scale deemed appropriate by the project engineer. Civil Engineering Construction Documents C1. GENERAL NOTES AND DETAIL SHEETS RRM Civil will prepare improvement plans to include general notes, sheet indexing and approval signature blocks. Detail sheets will be prepared to provide non-standard details required for construction items indicated on the project improvement plans. Deliverables: Approximately one (1) title sheet, one (1) general note sheet, two (2) detail sheets Fixed Fee: $3,520 (see footnote "A" below) C2. CAMINO CAPISTRANO STREET WIDENING IMPROVEMENT PLANS RRM Design Group will prepare plan and profile construction documents for that portion of Camino Capistrano fronting the project development area. The improvement plans will incorporate the following Components: • Horizontal and vertical street alignment as indicated on the concept plan • Widening along the project frontage • Vertical profile information for the existing centerline and easterly edge of pavement • Construction stationing • Curb return profile • Traffic control plan • Civil construction items will be identified with the appropriate City standard • Associated grading and embankment into the Groves site • Underground wet utility stubs to the groves site (if needed) • Relocation of overhead lines • Preliminary opinion of improvement costs (based on concept plan) Deliverables: Approximately three (3) street plan and profile sheets Fixed Fee: $24,024 (see footnote "A" below) COMMUNITY I CIVIC & PUBLIC SAFETY I RECREATION I EDUCATION I URBAN ARCHITECTS I ENGINEERS I LANDSCAPE ARCHRECTS I PLANNERS I SURVEYORS A CMhmla CorywaEan I Vl orMMi9omeq Mcb MC110W � Jerry Mitl el,PEM95.L N276 J Jeff Fel ,IAi2W EXHIBIT B rrmde 7ignigroup III creating environments people enjoy - Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 2 of 6 C3. GR0YE8SigRouGH GRAWNGP-LANs -- - RRM Design Group will prepare construction documents the onsite improvements area, approximately 3 acres, to establish rough grades for the development envelope. The following components are anticipated for implementation of this activity: • Rough grading plans to include contours and spot elevations to establish the general intent of the development pattern, building pads and interim drainage measures • Earthwork quantities • Erosion control plans to establish temporary and permanent BMP's and erosion mitigation for the site during and after construction • A water quality management plan to indentify installation or construction elements proposed for water quality treatment • Preliminary hydrology for interim elements to conform to future development • General grading, erosion control and BMP notes and installation details • Civil construction items identified with the appropriate City standard • Conformance with Camino Capistrano widening plans Deliverables: Approximately three (3) grading, (3) erosion control and (2) WQMP plan sheets Fixed Fee: $33,440 (see footnote "A" below) Traffic Engineering Services (by Urban Crossroads) Tr0.1 — Input on the design concept, including site visit by senior designer and input regarding necessary transition distances to move the SB through lane to the west. This task includes one additional meeting with the project team, including senior designer and project manager. Tr0.2 —Signing and Striping Plan Follow up to the concept plan. Tr0.3 — Signal Modification This task includes the following items: • Field inventory of existing conditions • Base plan preparation — building on the available digital files to add the signal conduits and above ground signal components. • Comprehensive modifications to address existing design issues and to bring the signal configuration up to current standards Deliverables: Approximately four striping and signal modification plans Fixed Fee: $15,173 (see footnote "A" below) S1. SUPPLEMENTAL TOPOGRAPHY This task will include supplemental topography for design of the match points and edge conditions and various field survey work required to supplement the civil construction document preparation. Anticipated Field Tasks to include: • Edge control survey for design purposes. • Camino Capistrano cross sections conditions detailed survey for design purposes • Junipero Serra detail survey rrmdesigrlgroup III creating environments people enjoy' Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 3 of 6 Fixed Fee: $4,235 (see footnote "A" below) M1. PROJECT COORDINATION It is understood that the City of San Juan Capistrano will perform the duties required to coordinate, schedule and process this set of plans. During the construction document phase, the civil engineering group will assist in these efforts by providing the services listed below: • When requested by the Client, RRM will provide research, coordination and advice on development strategies and processing requirements. • Coordinate and attend up to eight project -related meetings with the design team, the City of San Juan Capistrano, public utilities and miscellaneous agencies. • Coordination with the planning, public works, utilities, fire and building departments • Coordination with overhead utility companies for relocation of poles • Transfer of electronic data or print sets to various consultants. Deliverables: Preparation for and attendance at meetings, preparation of exhibits, general coordination. Fee: $10,065 RRM Construction Services CA.01 BIDDING AND CONSTRUCTION ADMINISTRATION Following award of the general construction contract, RRM's team will support the City during the construction phase of the project. We will attend the pre -construction meeting, review and respond to Requests for Information (RFI), Change Orders (CO), submittals, and contractor supplied shop drawings. Under this task, we will also prepare and issue Supplemental Instructions to clarify technical details and prepare preliminary and final punch lists. We will also coordinate with consultants, agencies, and City staff. This task is proposed to be invoiced hourly up to a maximum of 90 hours. Deliverables: RFI, CO, submittal reviews, shop drawings responses, supplemental instructions, and general record keeping documents. Fee: Time and Materials - Hourly (Budget Estimate: $9,350 see footnote "B" below) CA.02 CONSTRUCTION OBSERVATION RRM's Construction Manager and/or designated representative will prepare for and attend field observation site visits at intervals appropriate to the stage of construction to observe construction progress. This task is proposed to be invoiced on an hourly basis up to a maximum of 60 hours. These site visits and observations are not intended to be an exhaustive check or a detailed inspection of the Contractor's work, but rather are to allow RRM to become familiar with the work in progress and to determine, in general, if the work is proceeding in accordance with the Contract Documents. RRM shall not supervise, direct, or have control over the Contractor's work nor have any responsibility for the construction means, methods, techniques, sequences or procedures selected by the Contractor, nor for the Contractor's safety precautions or programs in connection with the work. These rights and responsibilities are solely those of the Contractor in accordance with the Contract Documents. rrmidesigngroup creating environments people enjoy' Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 4 of 6 RRM shall not be responsible for any acts or omissions of the Contractor, subcontractor, any entity performing any portion of the work, or any agents or employees of any of them. RRM does not guarantee the performance of the Contractor and shall not be responsible for the Contractors failure to perform work in accordance with the Contract Documents or any applicable laws, codes, rules, or regulations. Deliverables: Site observation and meeting with city staff up to 60 hours. Fee: Time and Materials - Hourly (Budget Estimate: $6,600 see footnote "B" below) CA.03 RECORD DRAWINGS Upon Completion of construction work, RRM will compile and deliver to the City a reproducible set of Record Drawings based upon the marked -up record drawings, addenda, change orders, and other data furnished by the contractor. These Record Drawings will show significant changes made during construction. Because these Record Drawings are based on unverified information provided by the other parties, which RRM shall assume will be reliable; RRM cannot and does not warrant their accuracy. Deliverables: One (1) set reproducible set of Record Drawings. Fee: $6,600 Subtotal Improvement Plans Subtotal Construction Services Total Fee Proposal LIMITATION OF SCOPE The following components are not included in this construction document scope: • Legal services • Structural Engineering services • Soils engineering services • Electrical Engineering • Right-of-way and easement negotiations • Environmental permitting • Construction staging plans • Negotiations with adjacent developers and adjacent homeowners or businesses. • Payment of fees or bonding • Cost estimates • Meetings beyond those specifically identified in the scope of work • Additional document submittals other than those listed above. Plan Exclusions: • Special pavement or flatwork treatments • Tree protection plans • Undergrounding dry utilities • Off site utility extensions • Hydraulic analysis of creek or existing storm drain systems $90,457.00 $22,550.00 $113,007.00 rrmdesigngroup III creating environments people enjoy' Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 5 of 6 CLIENT RESPONSIBILITIES • One contact person who will serve as the City's representative and will consolidate Agency review comments into one list of official comments to which RRM can respond • Document distribution for design reviews, bidding, and construction • Inspection, and testing Notes: 1. Fixed Fee tasks will be billed as the work progresses until the task is completed and the total amount stated in the contract for the task is invoiced. 2. Estimated fees for tasks shown as "Time and Materials (T&M)" are provided for informational purposes only. Amounts billed for these tasks, which will reflect actual hours at RRM's rates, and reimbursable costs, may be more or less than the estimate given. 3. Reimbursable expenses include such things as document reproduction, plotting services, public workshop materials, lodging, car rental (economy rate or equal), mileage (current federal rate), parking fees, phone and fax charges, electronic data transfer, overnight delivery and standard mail, and will be billed on a cost plus 10% basis. 4. RRM reserves the right to adjust standard hourly billing rates on an annual basis. If this proposal is acceptable, please sign where indicated below; return one copy to RRM and retain one copy for your records. Sincerely, RRM DESIGN GROUP Q JrMichae�l , PE 36895, LS 62276 Principal AavidChacn Project Manager Tim Walters Principal — Engineering Project Manager Engineering and Survey Services for the Groves Scope of Services May 21, 2010 Page 6 of 6 rrmctes+gngroup III creating environments people enjoy' AUTHORIZATION TO PROCEED BY CLIENT REPRESENTATIVE: Sign Print Name, Title Organization Address Date Organization Name Mr. David Chacon RRM DESIGN GROUP May 5, 2010 Page 11 resulting E+P+C daily, AM peak hour, and PM peak hour traffic volumes, respectively. Daily traffic volumes on the arterial roadway system will range from a high of 16,350 VPD on Camino Capistrano south of Junipero Serra Road to a low of 7,020 VPD on Camino Capistrano north of Junipero Serra Road. The results of the E+P+C HCM and ICU analysis are shown on Table 6. The HCM operations analysis worksheets for E+P+C conditions are included as Attachment "I". The ICU operations analysis worksheets for E+P+C conditions are included as Attachment "J". As shown on Table 6, the intersection of Camino Capistrano at Junipero Serra Road is anticipated to operate at acceptable LOS under both HCM and ICU analysis methodologies for E+P+C conditions. Near Term Peak Hour Analysis Impact Summary Table 7 summarizes the HCM analysis results for Existing, E+P, and E+P+C (Near Term) conditions. Similarly, Table S summarizes the. ICU analysis results for Existing, E+P, and E+P+C conditions. As shown on these tables, the project is not anticipated to generate an impact ("direct" or "cumulative") at the study area intersection. Near Term Daily Roadway Link (Segment) Volume To Capacity Analysis Roadway segment volume to capacity (V/C) ratios were calculated using the Existing, E+P, and E+P+C ADTs and the capacity of the study area roadway segments (obtained from existing lane configurations). Table 9 summarizes the Near Term daily traffic volume to capacity (V/C) ratio. As shown on Table 9, all of the evaluated arterial segments in the study area are/Will operate at LOS "A". As also shown on Table 9, no impacts have been identified based on the V/C ratio "direct impact" or "cumulative impact' criteria set by the City. FUTURE LONG RANGE (GENERAL PLAN BUILDOUT) TRAFFIC CONDITIONS Future long range (General Plan buildout) traffic conditions have been evaluated for both without project and with project conditions. Peak hour intersection conditions and analysis results are presented first, followed by the roadway link (segment) analysis results. Future Lona Ranae (General Plan Buildout) Without Project Conditions Future (Long Range General Plan Buildout) Without Project traffic volumes for the study area have been obtained from a recently published traffic study prepared for the City of San Juan Capistrano for the Koll The Groves at Williams Ranch Traffic Impact Analysis (� VRBAN City o/ San Juan Capistrano. CA (J/V.0709"3 LettarRaport 100913) �w ��,�SS gAN ATTACHMENT Mr. David Chacon RRM DESIGN GROUP May 5, 2010 Page 12 San Juan project. Volume excerpts from this traffic study are Included in this letter report as Attachment "K". Sxhibit W, Exhibit X, and Exhibit Y illustrate the future Long Range General Plan Buildout Without Project daily, AM peak hour, and PM peak hour traffic volumes. As shown on these exhibits, Junipero Serra Road (immediately east of Camino Capistrano) is anticipated to carry the most traffic in the study area, with approximately 36,000 VPD for Long Range General Plan Buildout Without Project traffic conditions. Camino Capistrano is projected to carry approximately 15,380 VPD along the project frontage for Long Range General Plan Buildout Without Project traffic conditions. The Long Range General Plan Buildout Without Project daily traffic volume on Camino Capistrano south of Junipero Serra Road is 26,000 VPD. The results of the Long Range General Plan Buildout Without Project HCM and ICU peak hour intersection operations analysis are shown on Table 10. The HCM operations analysis worksheets for Long Range General Plan Buildout Without Project conditions are included as Attachment "L". The ICU operations analysis worksheets for Long Range General Plan Buildout Without Project conditions are included as Attachment "M". The intersection of Camino Capistrano at Junipero Serra Road is anticipated to operate at unacceptable LOS (per the ICU analysis) without improvements; the AM peak hour VIC is 0.923 (LOS "E"). Constructing a 2"d southbound left tum lane is anticipated to eliminate this deficiency and provide acceptable LOS. Future Long Range (General Plan Buildout) With Proiect.Conditions Long Range General Plan Buildout With Project peak hour traffic operations (HCM and ICU) have also been evaluated for the study area. In order to develop Long Range General Plan Buildout With Project volumes, the project traffic was added to the Long Range General Pian Buildout Without Project traffic volumes. Exhibit Z, Exhibit AA, and Exhibit BB present the resulting Long Range General Plan Buildout With Project daily, AM peak hour, and PM peak hour traffic volumes, respectively. Adding the project traffic volumes has very little effect on the overall long range traffic volume projections. The results of the Long Range General Plan Buildout With Project HCM and ICU analysis are summarized on Table 11, The HCM operations analysis worksheets for Long Range General Plan Buildout With Project conditions are included as Attachment "M'. The ICU operations analysis worksheets for Long Range General Plan Buildout With Project conditions are included as Attachment "O". Consistent with the results for Long Range General Plan Buildout Without Project conditions, the The Groves at Williams Ranch Traffic Impact Analysis City of San Juan Capistrano, CA (JN. 07094-03 Lettar Report 10413) O V RBAi5 Mr. David Chacon RRM DESIGN GROUP May 5, 2010 Page 13 intersection of Camino Capistrano at Junipero Serra Road is anticipated to operate at unacceptable LOS during the AM peak hour (per the ICU analysis) without improvements. Constructing a 2ntl southbound left turn lane is again anticipated to eliminate this deficiency and provide acceptable LOS at this location. Future Lona Ranae (Genera) Plan Buildout) Daily Roadway Link (Seoment) Volume To Capacity Ratio AnghLqi Roadway segment volume to capacity (V/C) ratios were calculated using the Future Long Range General Plan Buildout ADTs and the General Plan capacities of the study area roadway segments (except for Camino Capistrano, south of Junipero Sema Road, as this link is already built as a 4 lane divided roadway). Table 12 presents the Future Long Range General Plan Buildout daily traffic V/C ratio analysis. All of the evaluated arterial segments in the study area are projected to operate at LOS "B" or better, except for Junipero Serra Road immediately east of Camino Capistrano. Junipero Serra Road immediately east of Camino Capistrano is projected to approach (but not exceed) maximum capacity (37,500 VPD) for Future Long Range General Plan Buildout conditions; the V/C ratio at this location is approximately 0.960 and 0.964 for Future Long Range General Plan Buildout Without Project and Future Long Range General Plan Buildout With Project conditions, respectively. As previously discussed, the daily roadway segment capacities are suitable for planning purposes, but they are not precise measures of capacity. The ultimate capacity of a roadway is based upon a number of factors. These factors include the relationships between peak hour and daily traffic volumes, the roadway design features (access spacing, intersection geometries, etc.), and the proportions and amount of traffic turning at key intersections (along with the amount of traffic crossing the roadway, or turning onto or off of the roadway at intersecting roadways). Review of the more detailed peak hour intersection analysis indicates that additional through lanes are not required for this leg of the intersection to achieve acceptable LOS. On the basis of the more detailed peak hour analysis, no additional through lanes are required along Junipero Serra Road. FAIR SHARE CALCULATIONS Urban Crossroads, Inc. has calculated the project's "fair share" for the intersection of Camino Capistrano at Junipero Serra Road. Consistent with the City of San Juan Capistrano traffic study guidelines, the fair share calculation has been based on the ratio of traffic generated by the project to the total future projected The Groves at Williams Ranch Traffic Impact Analysis City of San Juan Capistrano, CA (JN.0709"3 Letter Report 100413) O URBAN CROSSROAOs ����� rs• ! ' tr � f •�2 / 'V A it.*ALI 4 / v. AAW b 9 I MAY ' OP y Cs .i i( - b4 elop\m :qca n rad'denin ti -�-_ E , r a! ( ` k • 4a .,,a ATTACHMENT 3 CII'Y OI SAN JUAN (INf.SnANOa Ynl�ivn l'v 0 0 d -- W 1? > nl�a .n Jmlmrcm s n ,mm .rc 8 CITYm OF "AN 11. f'APISIHANO K NOTIFICATION OF MEETING OF POTENTIAL INTEREST SAN JUAN CAPISTRANO REDEVELOPMENT AGENCY The Board of Directors of San Juan Capistrano Community Redevelopment Agency will meet at 6:30 p.m. on Tuesday, August 3, 2010, in the City Council Chamber in City Hall, to consider: "Consideration of Inclustion of Engineering and Surveying Services for Widening Camino Capistrano as an Amendment to the Approved Professional Services Agreement for Land Planning and Environmental Consulting Services for General Plan Amendment and Rezone on a Portion of APN 121-050-21 "The Groves at Williams Ranch;" and appropriation of funds (RRM Design Group)." — Item No. D1. If you have specific thoughts or concerns regarding this item, you are encouraged to participate in this decision making process. You can communicate with the Board of Directors through correspondence addressed to the Board and/or by attending the meeting and speaking to the Board during the public meeting. Correspondence related to this item must be received at the City Clerk's office by 5:00 p.m. on Monday, August 2, 2010 to allow time for the Board to consider its content. If you would like to speak at the meeting, please complete a yellow "Request to Speak" form found inside the entrance to the Council Chamber. This form is turned in at the staff table, just in front of the Council dais. You will be called to speak by the Chairman when the item is considered. You have received this notice at the request of the City staff member Laura Stokes, Housing/Redevelopment Coordinator. You may contact that staff member at (949) 443-6313 with any questions. The agenda, including agenda reports, is available to you on our web site: www.sanivancapistrano.org. If you would like to subscribe to receive a notice when agendas are posted to the web site, please make that request by sending an e-mail to: cityclerk@sanivancapistrano.org. Maria Morris, CMC City Clerk cc: Hsiao, Henry H Trust; Health Care Reit, Inc.; Buchheim Trust; Pueblo Serra Inc.; RRM Design, David Chacon; Serra Vista Partners; Kaiser Foundation Health; Silverado Senior Living; Pueblo Serra Worhip Holdings; J. Serra High School President, Frank Talarico Jr. 32400 Paseo Adeianto o San Joan Capistrano o California 92675 (949) 493.1171 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493 1171 (949) 4931053 FAx www.sanjuanCapiStrano.org TRANSMITTAL TO: RRM Design Group Attn: Kirk Van Cleave, Principal 232 Avenida Fabricante, Ste 112 San Clemente, CA 92675 DATE: August 24, 2010 FROM: Christy Jakl, Deputy City Clerk (949) 443-6310 MEMBERS OF THE CITY COUNCIL RE: Amended Professional Services Agreement — The Groves at Williams Ranch Enclosed is an original Amended Professional Services Agreement for your records. Please be aware, the following insurance documents are due to expire: ✓ General Liability Certificate 9/23/2010 SAM ALLEVATO LAURA FREESE THOMAS W. HRIBAR MARK NIELSEN DR. LONDRES USO ✓ General Liability Endorsement Form naming the City of San Juan Capistrano and Community Redevelopment Aaencv as additional insured. ✓ Automobile Liability Certificate 9/23/2010 ✓ Professional Liability Certificate 9/9/2010 Please submit updated documentation by the above expiration dates to the City of San Juan Capistrano, attention City Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 or fax to (949) 493-1053. Keep in mind this documentation must remain current with our office during the term of this agreement If you have any questions, please contact me at (949) 443-6310. If you have questions concerning the agreement, please contact Laura Stokes, Housing Coordinator at (949) 443-6313. Cc: Laura Stokes, Housing Coordinator San Juan Capistrano: Preserving the Past to Enhance the Future 10, Pnnt"on 100%recyded paper