AGR-7482 - AECOM TECHNICAL SERVICES INCDocuSign Envelope ID: 9FA6FB63-D024-4707-AOC6-3C739CO2E76B
AGR-7482 °S
PROFESSIONAL SERVICES AGREEMENT
[Planning Services]
THIS PROFESSIONAL SERVICES AGREEMENT (the "Agreement") is made at
Orange, California, on this 25th day of April , 2023 (the "Effective Date") by and
between the CITY OF. ORANGE, a municipal corporation ("City"), and AECOM TECHNICAL
SERVICES, INC., a California corporation ("Contractor"), who agree as follows:
1. Services. Subject to the terms and conditions set forth in this Agreement,
Contractor shall provide to the reasonable satisfaction of City the services, set forth in Exhibit "A,"
which is attached hereto and incorporated herein by reference. As a material inducement to City
to enter into this Agreement, Contractor represents and confirms that it has thoroughly investigated,
and considered the scope of services and fully understands. the difficulties and restrictions in
performing the work. The services which are the subject of this Agreement are not in the usual
course of City's business and City relies on Contractor's representation that it is independently
engaged in the business of providing such services _ and is experienced in performing the work.
Contractor shall perform all services in accordance with the degree of professional skill, quality
and care ordinarily exercised by members of the same profession currently practicing in the same
locality under comparable circumstances and as expeditiously as is consistent with professional
skill and the orderly progress of the Project, and to a manner reasonably satisfactory to City. All
services provided shall conform to all federal, state and local laws, rules and regulations and to the
customary professional standards and practices. The terms and conditions. set forth in this
Agreement shall control oy r any terms and conditions in Exhibit "A" to the contrary.
Chad Ortlieb, Principal. Planner ("City's Project Manager' ), shall be the person to whom
Contractor will report for the performance of services hereunder. It is understood that Contractor's
performance hereunder shall be under the supervision of City's Project Manager (or designee),
that Contractor shall coordinate its services hereunder with City's Project Manager to the extent
required by City's Project Manager, and that all performances required hereunder by Contractor
shall be performed to the satisfaction of City's Project Manager and the City.Manager.
2. Compensation and Fees.
a. Contractor's total compensation for all services performed under this
Agreement, shall not exceed ONE HUNDRED EIGHTEEN THOUSAND SIXTY DOLLARS and
00/100 ($118,060.00) without the prior written authorization of City.
b. The above compensation shall include all costs, including, but not limited
to, all clerical, administrative, overhead, insurance, reproduction, telephone, travel,. auto rental,
subsistence and all related expenses.
3. Payment.
a. As scheduled services are completed, Contractor shall submit to City an
invoice for the services completed, authorized expenses and authorized extra work actually
performed or incurred.
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b. All such invoices shall state the basis for the amount invoiced, including
services completed, the number of hours spent and any extra work performed.
C. City will pay Contractor the amount invoiced within thirty (30) days after
the approval of the invoice.
d. Payment shall constitute payment in full for all services, authorized costs
and authorized extra work covered by that invoice.
4. Change Orders. No payment for extra services caused by a change in the scope
or complexity of work, or for any other reason, shall be made unless and until such extra services
and a price therefor have been previously authorized in writing and approved by City as an
amendment to this Agreement. City's Project Manager is authorized to approve a reduction in the
services to be performed and compensation therefor. All amendments shall set forth the changes
of work, extension of time, and/or adjustment of the compensation to be paid by City to Contractor
and shall be signed by the City's Project Manager, City Manager or City Council, as applicable.
5. Licenses. Contractor represents that it and any subcontractors it may engage,
possess any and all licenses which are required under state or federal law to perform the work
contemplated by this Agreement and that Contractor and its subcontractors shall maintain all
appropriate licenses, including a City of Orange business license, at its cost, during the
performance of this Agreement.
6. Independent' Contractor. At all times during the term of this Agreement,
Contractor shall be an independent contractor and not an employee of City. City shall have the
right to control Contractor only insofar as the result of Contractor's services rendered pursuant to
this Agreement. City shall not have the right to control the means by which Contractor
accomplishes services rendered pursuant to this Agreement. Contractor shall, at its sole cost and
expense, furnish all facilities, materials and equipment which may be required for furnishing
services pursuant to this Agreement. Contractor shall be solely responsible for, and shall
indemnify, defend and save City harmless from all matters relating to the payment of its
subcontractors, agents and employees, including compliance with social security withholding and
all other wages, salaries, benefits, taxes, exactions, and regulations of any nature whatsoever.
Contractor acknowledges that it and any subcontractors, agents or employees employed by
Contractor shall not, under any circumstances, be considered employees of City, and that they shall
not be entitled to any of the benefits or rights afforded employees of City, including, but not limited
to, sick leave, vacation leave, holiday pay, Public Employees Retirement System benefits, or
health, life, dental, long-term disability or workers' compensation insurance benefits.
7. Contractor Not Agent. Except as City may specify in writing, Contractor shall
have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an
agent. Contractor shall have no authority, express or implied, to bind City to any obligation
whatsoever.
8. Designated Persons. Only those qualified persons authorized by City's Project
Manager, or as designated in Exhibit "A," shall perform work provided for under this Agreement.
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It is understood by the parties that clerical and other nonprofessional work may be performed by
persons other than those designated.
9. Assignment or Subcontracting. No assignment or subcontracting by Contractor
of any part of this Agreement or of funds to be received under this Agreement shall be of any force,
or effect unless the assignment has the prior written approval of City. City may terminate this
Agreement rather than accept any proposed assignment or subcontracting. Such assignment or
subcontracting may be approved by the City Manager or his/her designee.
10. Time of Completion. Except as otherwise specified in Exhibit "A," Contractor
shall commence the work provided for in this Agreement within five (5) days of the Effective Date
of this Agreement and diligently prosecute completion of the work in accordance with the time
period set forth in Exhibit "A" hereto or as otherwise agreed to by and between the representatives
of the parties.
11. Time Is of the Essence. Time is of the essence in this Agreement. Contractor shall
do all things necessary and incidental to the prosecution of Contractor's work.
12. Reserved.
13. Delays and Extensions of Time. Contractor's sole remedy for delays outside its
control, other than those delays caused by City, shall be an extension of time. No matter what the
cause of the delay, Contractor must document any delay and request an extension of time in writing
at the time of the delay to the satisfaction of City. Any extensions granted shall be limited to the
length of the delay outside Contractor's control. If Contractor believes that delays caused by City
will cause it to incur additional costs, it must specify, in writing, why the delay has caused
additional costs to be incurred and the exact amount of such cost at the time the delay occurs. No
additional costs can be paid that exceed the not to exceed amount stated in Section 2.a, above,
absent a written amendment to this Agreement.
14. Products of Contractor. The documents, studies, evaluations, assessments,
reports, plans, citations, materials, manuals, technical data, logs, files, designs and other products
produced or provided by Contractor specifically and exclusively for this Agreement shall become
the property of City upon receipt. Contractor shall deliver all such products to City upon payment
for same. City may use, reuse or otherwise utilize such products without restriction. The
Contractor does not intend or represent that such documents or materials will be suitable for reuse.
If the City reuses the same, such action shall be at the City's risk and without liability to the
Contractor. If the Contractor furnishes partially complete documents, studies, evaluations,
assessments, reports, plans, citations, materials, manuals, technical data, logs, files, designs and
other products or documents and materials by virtue of termination under paragraph 19. herein,
the Contractor shall not be held accountable or responsible for the completeness of any document
or material so produced.
15. Equal Employment Opportunity. During the performance of this Agreement,
Contractor agrees as follows:
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a. Contractor shall not discriminate against any employee or applicant for
employment because of race, color, religion, sex, national origin, mental or physical disability, or
any other basis prohibited by applicable law. Contractor shall ensure that applicants are employed,
and that employees are treated during employment, without regard to their race, color, religion,
sex, nationalorigin, mental or physical disability, or any other basis prohibited by applicable law.
Such actions shall include, but not be limited to the following: employment, upgrading, demotion
or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms
of compensation and selection for training, including apprenticeship. Contractor agrees to post in
conspicuous places, available to employees and applicants for employment, a notice setting forth
provisions of this non-discrimination clause.
b. Contractor shall, in all solicitations and advertisements for employees
placed by, or on behalf of Contractor, state that all qualified applicants will receive consideration
for employment without regard to race, color, religion, sex, national origin, mental or physical
disability, or any other basis prohibited by applicable law.
C. Contractor shall cause the foregoing paragraphs (a) and (b) to be inserted in
all subcontracts for any work covered by this Agreement, provided that the foregoing provisions
shall not apply to subcontracts for standard commercial supplies or raw materials.
16. Conflicts of Interest. Contractor agrees that it shall not make, participate in the
making, or in any way attempt to use its position as a consultant to influence any decision of City
in which Contractor knows or has reason to know that Contractor, its officers, partners, or
employees have a financial interest as`defined in Section 87103 of the Government Code.
17. Indemnity.
a. To the fullest extent permitted by law, Contractor agrees to indemnify,
defend and hold City, its City Council and each member thereof, and the officers, officials, agents
and employees of City (collectively the "Indemnitees") entirely harmless from all liability arising
out of:
(1) Any and all claims under workers' compensation acts and other
employee benefit acts with respect to Contractor's employees or Contractor's. subcontractor's
employees arising out of Contractor's work under this Agreement, including any and all claims
under any law pertaining to Contractor or its employees' status as an independent contractor and
any and all claims under Labor Code section 1720 related to the payment of prevailing wages for
public works projects; and
(2) Any claim, loss, injury to or death of persons or damage to property
caused by any act, neglect, default, or omission other than a professional act or omission of
Contractor, or person, firm or corporation employed by Contractor, either directly or by
independent contract, including all damages due to loss or theft sustained by any person, firm or
corporation including the Indemnitees, or any of them, arising out of, or in any way connected
with the work or services which are the subject of this Agreement, including injury or damage
either on or off City's property; but not for any loss, injury, death or damage caused by the active
negligence or willful misconduct of City. Contractor, at its own expense, cost and risk, shall
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indemnify any and all claims, actions, suits or other proceedings that may be brought or instituted
against the Indemnitees on any such claim or liability covered by this subparagraph, and shall pay
or satisfy any judgment that may be rendered against the Indemnitees, or any of them, in any
action, suit or other proceedings as a result of coverage under this subparagraph.
b. To the fullest extent permitted by law, and as limited by California Civil
Code 2782.8; Contractor agrees to indemnify and hold Indemnitees harmless from all liability
arising out of claim, loss, injury to or death of persons or damage to property to the extent caused
by its negligent professional act or omission in the performance of professional services pursuant,
to this Agreement.
C. Except for the Indemnitees, the indemnifications provided in this
Agreement. shall not be construed to extend any third party indemnification rights of any kind to
any person or entity which is not a signatory to this Agreement.
d. The indemnities set forth in this section shall survive any closing,
rescission, or termination of this Agreement, and shall continue to be binding and in full force and
effect in perpetuity with respect to Contractor and its successors.
18. Insurance.
a. Contractor shall carry workers.' compensation insurance as required by law
for the -protection of its employees during the progress of the work. Contractor understands that it
is an independent contractor and not entitled to any workers' compensation benefits under any
City program.
b. Contractor shall maintain during the life of this Agreement the following
amount of comprehensive general liability insurance or commercial general liability insurance:
One Million Dollars ($1,000,000) per occurrence. Said insurance shall cover bodily injury, death
and property damage and be written on an occurrence basis.
c. Contractor shall maintain during the life of this Agreement, the following
amount of automotive liability insurance: a combined single limit of One Million Dollars
($1,000,000). Said insurance shall cover bodily injury, death and property damage for all owned,
non -owned and hired vehicles and be written on an occurrence basis.
d. Nothing contained in the insurance requirements of this Agreement, or any
Contract Documents is to be construed as limiting the liability of the Contractor or the liability of
any subconsultant of any tier, or either of their respective insurance carriers. No representation is
made that the minimum insurance requirements of this Agreement are sufficient to cover the
obligations of Contractor under this Agreement.
e. Each policy of general liability and automotive liability shall provide that
City, its officers, officials, agents, and employees are included :to be additional insureds under the
terms of the policy, but only with respect to the work performed by Contractor under this
Agreement. A policy endorsement to that effect shall be provided to City along with the certificate
of insurance. In lieu of an endorsement, City will accept a copy of the policy(ies) which evidences
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that City is an additional insured as a contracting parry. The minimum coverage required by
Subsection 18.b and c, above, shall apply to City as an additional insured. Any umbrella liability
insurance that is provided as part of the general or automobile liability minimums set forth herein
shall be maintained for the duration of the Agreement.
f. Contractor shall maintain during the life- of this Agreement professional
liability insurance covering errors and omissions arising out of the performance of this Agreement
with a minimum limit of One Million Dollars ($1,000,000) per claim. Contractor agrees to keep
such policy in force and effect for five (5) years from the date of completion of this Agreement.
g. The general liability and automotive liability insurance policies maintained
by Contractor shall be primary insurance and no insurance held or owned by City shall be called
upon to cover any loss, under the policy. Contractor will determine its own needs in procurement
of insurance to cover liabilities other than as stated above.
h. Before Contractor performs any work or prepares or delivers any materials,
Contractor shall furnish certificates of insurance and endorsements, as required by City,
evidencing the aforementioned minimum insurance coverages on forms acceptable to City, which
shall provide that the insurance in force will not be canceled or allowed to lapse without at least
ten (10) days' prior written notice to City.
L Except for professional liability insurance coverage that may be required by
this Agreement, all insurance maintained by Contractor shall be issued by companies admitted to
conduct the pertinent line.of insurance business in California and having a rating of Grade A or
better and Class VII or better by the latest edition of Best Key Rating Guide. In the case of
professional liability insurance coverage, such coverage shall be issued by companies either
licensed or admitted to conduct business in California so long as such insurer possesses the
aforementioned Best rating.
j Contractor shall immediately notify City if any required insurance- lapses or
is otherwise modified and cease performance of this Agreement unless otherwise directed by City.
In such a case, City may procure insurance or self -insure the risk and charge Contractor for such
reasonable costs and direct damages resulting therefrom, by way of set-off from any sums owed
Contractor.
k. Contractor agrees that in the event of loss due to any of the perils for which
it has agreed to provide insurance, Contractor shall look solely to its insurance .for recovery.
Contractor hereby grants to City, on behalf of any insurer providing insurance to either Contractor
or City with respect to the services of Contractor herein with exception of professional liability, a
waiver of any right to subrogation which any such insurer may acquire against City by virtue of
the payment of any loss under such insurance.
1. Contractor shall require all subcontractors, if any, to provide its own
insurance coverage and shall furnish separate certificates and endorsements to City for review and
approval. All coverages for subcontractors shall be subject to all of the requirements stated herein.
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19. Termination. City may for any reason terminate this Agreement by giving
Contractor not less than five (5) days' written notice of intent to terminate. Upon receipt of such
notice, Contractor shall immediately cease work, unless the notice from City provides otherwise.
Upon the termination of this Agreement, City shall pay Contractor for services performed in
accordance with this Agreement and all allowable reimbursements incurred to the date of
termination in compliance with this Agreement, unless termination by Cityshall be for cause, in
which event City may withhold any disputed compensation. City shall not be liable for any claim
of lost profits.
20. Maintenance and Inspection of Records. In accordance with generally accepted
accounting principles, Contractor, and its subcontractors shall maintain reasonably full and
complete books, documents, papers, accounting records, and --other information (collectively, the
"records") pertaining to the costs of and completion of services performed under this Agreement.
City and its authorized representatives shall have access to and the right.to audit and reproduce
any of Contractor's records regarding the services provided under this Agreement. Contractor shall
maintain all such records for a period of at least three (3) years after termination or completion of
this Agreement. Contractor agrees to make available all such records for inspection or audit at its
offices during normal business hours and upon three (3) days' notice from City, and copies thereof
shall be furnished if requested.
21. Compliance with all Laws/Immigration Laws.
a. Contractor shall be knowledgeable of and comply with all local, state and
fAA-ml Inum xxchich may nnnhr to the nPrfnrmnnrP nfthic Acrraaman+
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19. Termination. City may for any reason terminate this Agreement by giving
Contractor not less than five (5) days' written notice of intent to terminate. Upon receipt of such
notice, Contractor shall immediately cease work, unless the notice from City provides otherwise.
Upon the termination of this Agreement, City shall pay Contractor for services performed in
accordance with this Agreement and all allowable reimbursements incurred to the date of
termination in compliance with this Agreement, unless termination by Cityshall be for cause, in
which event City may withhold any disputed compensation. City shall not be liable for any claim
of lost profits.
T (1) Has T complied and shall atf all times during the term, of this
Agreement comply, in all respects, with all immigration laws, regulations, statutes, rules, codes,
and orders, including, without limitation, the Immigration Reform and Control Act of 1986
(IRCA); and
(2) Has not and will not knowingly employ any individual to perform
services under this Agreement who is ineligible to work in the United States or under the terms of
this Agreement; and
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(3) Has properly maintained, and shall at all times during the term of
this Agreement properly maintain, all related employment documentation records including,
without limitation, the completion and maintenance of the Form I-9 for each of Contractor's
employees; and
(4) Has responded, and shall at all times during the term of this
Agreement respond, in a timely fashion to any government inspection requests relating to
immigration law compliance and/or Form I-9 compliance and/or worksite enforcement by the
Department of Homeland Security, the Department of Labor, or the Social Security
Administration.
d. Contractor shall require all subcontractors or subconsultants to make the
same representations and warranties as set forth in Subsection 21.c.
e. Contractor shall, upon request of City, provide a list of all employees
working under this Agreement and shall provide, to the reasonable satisfaction of City, verification
that all such employees are eligible to work in the United States. All costs associated with such
verification, shall be borne by Contractor. Once such request has been made, Contractor may not
change employees working under this Agreement without written notice to City, accompanied by
the verification required herein for such employees.
L Contractor shall require all subcontractors or sub -consultants to make the
same verification as set forth in Subsection 21.e.
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(3) Has properly maintained, and shall at all times during the term of
this Agreement properly maintain, all related employment documentation records including,
without limitation, the completion and maintenance of the Form I-9 for each of Contractor's
employees; and
(4) Has responded, and shall at all times during the term of this
Agreement respond, in a timely fashion to any government inspection requests relating to
immigration law compliance and/or Form I-9 compliance and/or worksite enforcement by the
Department of Homeland Security, the Department of Labor, or the Social Security
A A-.«.-+..-+.
23. Integration. This Agreement constitutes the entire agreement of the parties. No
other agreement, oral or written, pertaining to the work to be performed under this Agreement shall -
be of any force or effect unless it is in writing and signed by both parties. Any work performed
which is inconsistent with or in violation of the provisions of this Agreement shall not be
compensated.
24. Notice. Except as otherwise provided herein, all notices required under this
Agreement shall be in writing and delivered personally, by e-mail, or by first class U.S. mail,
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postage prepaid, to each party at the address listed below. Either party may change the notice
address by notifying the other party in writing. Notices shall be deemed received upon receipt of
same or within three (3) days of deposit in the U.S. Mail, whichever is earlier. Notices sent by e-
mail shall be deemed received on the date of the e-mail transmission.
"CONTRACTOR"
AECOM Technical Services, Inc.
300 South Grand Avenue; 9th Floor
Los Angeles, CA 9071
Attn.: Susan Ambrosini/Scott Williamson
Telephone: (213) 996-2458/(929) 216-4306
E-Mail: susan.ambrosini@aecom.com
scott.williamson@aecom.com
"CITY"
City of Orange
300 E. Chapman Avenue
Orange, CA 92866-1591
Attn.: Chad Ortheb
Telephone: (714) 744-7237
E-Mail: cortlieb@cityoforange.org
25. Counterparts. This Agreement may be executed in one or more counterparts, each
of which shall be deemed an original, but all of which together shall constitute one and the same
instrument. Signatures transmitted via facsimile and electronic mail shall have. the same effect as
original signatures.
[Remainder of page intentionally left blank; signatures on next page]
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postage prepaid, to each party at the address listed below. Either party may change the notice
address by notifying the other party in writing. Notices shall be deemed received upon receipt of
same or within three (3) days of deposit in the U.S. Mail, whichever is earlier. Notices sent by e-
mail shall be deemed received on the date of the e-mail transmission.
"CONTRACTOR" "CITY"
AECOM Technical Services, Inc. City of Orange
300 South Grand Avenue; 9th Floor 300 E. Chapman Avenue
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IN WITNESS of this Agreement, the parties have entered into this Agreement as of the
year and day first above written.
"CONTRACTOR"
AECOM TECHNICAL SERVICES, INC.,
a California corporation
"CITY"
CITY OF ORANGE, a.municipal corporation
DocuSigned by: DocuSigned by:
*By. Gt,aU��t,lnt, PaSB50ESF.-eiftgff 1 tic DekkerFAWLL F S .
Printed Nine• Daniel R. Slater, Mayor
Title: ice 15resid7ent, Director of Operafl6ns
*By.
Printed Name:
Title:
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ATTEST:
DocuSigned by:
Pamela Coleman, City Clerk
APPROVED AS TO FORM:
DocuSigned by:
IN WITNESS of this Agreement, the parties have entered into this Agreement as of the
year and day first above written.
"CONTRACTOR"
AECOM TECHNICAL SERVICES, INC.,
a California corporation
DocuSigned by:.
Paw
*U— [
"CITY"
CITY OF ORANGE, a.municipal corporation
-DocuSigned by:
4
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EXHIBIT "A"
SCOPE OF SERVICES
[Beneath this sheet.]
A_COM Submitted to: City of Orange
Submitted by: AECOM Technical Services, Inc.
REQUEST FOR PROPOSAL FOR
City of Orange - Objective
Design Standards
Revised on February 9, 2023
AECOMSubmitted to: City of Orange
Submitted by: AECOM Technical Services, Inc.
REQUEST FOR PROPOSAL FOR
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February 9, 2023
Community Development Department, Planning Division
Attn: Chad Ortlieb
City of Orange
300 E. Chapman Avenue
Orange, California 92866
RE: City of Orange Request for Proposal — Objective Design Standards - REVISIONS
Dear Mr. Ortlieb and the Selection Committee:
AECOM
999 W. Town and Country Rd.
Orange, CA 92868
aecom.com
On behalf of the AECOM Technical Services, Inc. (AECOM) team, we are pleased to submit a revised proposal for the creation of
Objective Design Standards in the City of Orange. This revision builds off our initial submission, in response to the project needs
and constraints articulated to AECOM in discussions with the City.
AECOM is a multi -disciplinary firm offering integrated services across the full spectrum of planning, land use policy, urban
design and public outreach, allowing us to work in an efficient, coordinated manner and deliver the highest -quality work. We
understand the challenges of updating policies and zoning code, especially when, due to changes in State law, development
projects may be larger in scale than many in the community are used to seeing. These standards will bring an opportunity to
align the character of future housing with the values of the City and transition between different scales and styles.
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AECOM
999 W. Town and Country Rd.
Orange, CA 92868
M-� aecom.com
February 9, 2023
Community Development Department, Planning Division
Attn: Chad Ortlieb
City of Orange
300 E. Chapman Avenue
Orange, California 92866
E: donna.clandening@aecom.com
City of Orange— Request for Proposal for Objective Design Standards AECOM 11
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Project Understanding
Many cities, including Orange, have relied on a robust
development review process to encourage contextual,
attractive residential projects with high -quality design. However,
due to recent California State legislation, cities must shift away
from lengthy design review processes and the use of design
guidelines as primary tools to influence projects and move to
a streamlined model that relies on objective standards. A few
significant laws include:
• Housing Accountability Act (SB 167): cities may not deny,
reduce the density of, or make housing development
projects infeasible.
• Housing Accountability & Affordability Act (SB 35): housing
development projects in cities that fail to make sufficient
progress toward meeting their Regional Housing Needs
Assessment (RHNA) goals will be permitted on a ministerial
basis when they comply with objective standards and a
specified level of affordability.
• Housing Crisis Act (SB 330): guidelines created after
1 /1 /2020 cannot be enforced on housing development
projects and a decision in five or fewer public hearings
lamono other nrovisionsl.
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design standards to be both objective and context -sensitive
throughout different geographies, making recommendations to
streamline review processes, and supporting City staff through
Council adoption. The standards will include those related to site
planning, building design, open space, landscaping, parking, and
related elements such as doors and windows, fences and walls,
and architectural styling. These standards will be designed to:
• Comply with State law,
• Streamline project review and permitting or facilitate
ministerial project review;
• Support contextually appropriate development an provide
for sensitive transitions between adjacent neighborhoods
and uses;
• Graphically display standards; and
• Ensure consistent application for eligible projects.
We also understand that the standards must be sensitive to the
City of Orange's community culture, environment, and long-
term vision; consistent with the General Plan; and compatible
with applicable development standards. The creation of these
Project Understanding
Many cities, including Orange, have relied on a robust
development review process to encourage contextual,
attractive residential projects with high -quality design. However,
due to recent California State legislation, cities must shift away
from lengthy design review processes and the use of design
auidelings as Drimary tools tQ influence_Droigctg and move to
discretionary reviews. The best objective design standards
have a predictable outcome yet adapt to allow flexibility for
creative and innovative design solutions. They can take many
different forms, including measurements and ranges, ratios and
calculations, lists and tables, as well as menus of options.
AECOM understands this Objective Design Standards (ODS)
project is focused on the following objectives: assessing the
City's existing policies and processes, engaging the community
to inform the standards with multiple workshops, crafting the
design standards to be both objective and context -sensitive
throughout different geographies, making recommendations to
streamline review processes, and supporting City staff through
Council adoption. The standards will include those related to site
planning, building design, open space, landscaping, parking, and
related elements such as doors and windows. fences and walls.
standards to the community and stakeholders. As a team with
public sector current planning experience, we understand
the importance of consistency across zones and integration
into the wider zoning code to create a process that's easy for
Orange's planners to implement. The following section contains
our scope of work based on our understand of the City's needs
for this project. We look forward to the opportunity to discuss in
more detail.
City of Orange -Request for Proposal for Objective Design Standards AECOM (2
DocuSign Envelope ID: 9FA6FB63-DO24-4707-AOC6-3C739CO2E76B
Scope of Work
AECOM has developed the following revised approach to completing the Scope of Work
outlined in the RFP, as well as subsequent discussions with staff regarding project constraints
and needs. We propose a collaborative process, engaging with city staff throughout the project.
Task 1: Analysis of City Planning and Land Use Task 1.2: Planning and Land Use Policies Review and
Policy Documents Memo
Task 1.1: Kick-off Meeting w/ Site Visit and City Staff AECOM will conduct a high-level review of the regulatory
discussions framework focused on land use policies and the current
The project team will hold one (1) kick-off meeting in which we entitlement process for eligible residential projects. This
anticipate the following items to be addressed: review will include:
• Key project goals and objectives;
• An analysis of the City's General Plan, Zoning Ordinance, and
Infill Residential Design Guidelines, as they relate to design
• Project schedule and milestones;
standards;
• Scope of work adjustments or clarifications;
• A summary of existing multi -family or mixed use permit
• Roles and communication protocols;
procedures;
• Cloud -based document sharing;
• A review of any related planning efforts as they relate to
residential development;
• Style guides and formatting preferences;
• An assessment of current and representative housing
• Invoicing procedures and format; and
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DocuSign Envelope ID: 9FA6FB63-DO24-4707-AOC6-3C739CO2E76B
Scope of Work
AECOM has developed the following revised approach to completing the Scope of Work
outlined in the RFP, as well as subsequent discussions with staff regarding project constraints
and needs. We propose a collaborative process, engaging with city staff throughout the project.
Task 1: Analvsis of Citv Planning and Land Use
and design issues and successes and take photographs for
use throughout the project. As part of the site visit, AECOM
will observe recently constructed residential development as
well as areas anticipated for future multifamily development to
gain insight on what elements of design are important to the
City.
Task 1.2: Pjannina and Land Use Policies Review and
• City planning/land use policies memo (Word/PDF)
City of Orange- Request for Proposal for Objective Design Standards AECOM 13
DocuSign Envelope ID: 9FA6FB63-D024-4707-AOC6-3C739CO2E76B
Task 2: Preliminary and Final Objective
Design Standards
Task 2.1: Preliminary Design Standards
Efforts in Task 1 will identify the baseline for the creation of
new objective design standards.The design standards will
be aligned with the intent, density, form, and development
standards of Orange. AECOM understands that objective
standards need to reflect current State law, allow for
architectural flexibility and creativity, and enable shifting
market demand and trends.
Preliminary standards will be separated into two types of
development: multi -family and mixed -use. AECOM will work
with staff to tweak the standard language where necessary
to fit different zoning districts and ensure that the design
standards properly scale when applied to areas with different
development standards (i.e. height/FAR/density limits,
setbacks, etc). Where appropriate, new standards will include
clear, easily legible graphics that will be user-friendly for
applicants and City staff as well as the general public.
The preliminary standards will be provided to staff for one (1)
round of review and comment, to inform revisions to be made
to the final standards, to be delivered within Task 2.2.
Task 2.2: Final Objective Design Standards
After City staff review, AECOM will address staff comments
DocuSign Envelope ID: 9FA6FB63-D024-4707-AOC6-3C739CO2E76B
Task 2: Preliminary and Final Objective
Design Standards
Task 2.1: Preliminary Design Standards
Efforts in Task 1 will identify the baseline for the creation of
new objective design standards.The design standards will
be aligned with the intent, density, form, and development
standards of Orange. AECOM understands that objective
standards need to reflect current State law, allow for
architectural flexibility and creativity, and enable shifting
market demand and trends.
Task 3: Project Management
AECOM's Project Manager will provide consistent project
management across the life of the project, including
coordination with the City's Project Manager on biweekly
project management meetings, with other staff invited as
warranted. The PM will manage this on a time and materials
basis to attend as many coordination meetings as possible
within the task budget. Coordination is assumed to include
meetings and/or calls to address any topic including but not
limited to: technical materials, staff input and direction, as well
as general project planning.
If the City prefers, AECOM can allocate Project Management
proportionally within Tasks 1 above, instead of separating it
into an individual task.
Deliverables
• Biweekly meeting agendas and notes
Task 3: Project Management
AECOM's Project Manager will provide consistent project
management across the life of the project, including
coordination with the City's Project Manager on biweekly
project management meetings, with other staff invited as
warranted. The PM will manage this on a time and materials
basis to attend as many coordination meetings as possible
within the task budget. Coordination is assumed to include
meetings and/or calls to address any topic including but not
limited to: technical materials, staff input and direction, as well
as general project planning.
City of Orange- Request for Proposal for Objective Design Standards AECOM 14
DocuSign Envelope ID: 9FA6FB63-DO24-4707-AOC6-3C739CO2E76B
Schedule
Below is our proposed schedule based on the scope provided in the RFP and our experience on similar projects.
-
m
Task 1
Analysis of City Planning and Land Use Policy Documents
1.1
Kick off meeting w/ site visit and City Staff discussions
1.2
Planning and Land Use Policies Review
Task 2
Draft Objective Design Standards
2,1
Preliminary Design Standards
2.2
Final Objective Design Standards
Task 3
Protect Manaaement
DocuSign Envelope ID: 9FA6FB63-DO24-4707-AOC6-3C739CO2E76B
Schedule
Below is our proposed schedule based on the scope provided in the RFP and our experience on similar projects.
City of Orange - Request for Proposal for Objective Design Standards
DocuSign Envelope ID: 9FA6FB63-DO24-4707-AOC6-3C739CO2E76B
Cost Proposal
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$150.00
$150.00
Hours
Task 1
Analysis of City Planning and Land Use Policy
21
36
32
56
0
2
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0
147
Documents
1.1
Kick off meeting w/ site visit and City Staff
discussions
15
28
20
16
2
81
1.2
Planning and Land Use Policies Review
6
8
12
0
66
Task 2
Draft and Final Objective Design Standards
15
30
70
100
40
12
16
0
443
2.1
Preliminary Design Standards
15
30
70
100
40
1i
16
283
2.2
Final Objective Design Standards
15
30
75
40
160
DocuSign Envelope ID: 9FA6FB63-DO24-4707-AOC6-3C739CO2E76B
Cost Proposal
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Total
Rates are subject to annual escalation of 4% beginning on October 1, 2023.
City of Orange- Request for Proposal for Objective Design Standards
AboutAECOM
AECOM is the world's trusted infrastructure consulting firm,
delivering professional services throughout the project lifecycle
—from advisory, planning, design and engineering to program and
construction management. On projects spanning transportation,
buildings. water, new energy and the environment, our public -
and private -sector clients trust us to solve their most complex
challenges. Our teams are driven by a common purpose to
deliver a better world through our unrivaled technical and digital
expertise, a culture of equity, diversityand inclusion, and a
commitment to environmental, social and governance priorities.
AECOM is a Fortune 500 firm and its Professional Services
business had revenue of $13.1 billion.in fiscal year 2022. See how
we are delivering sustainable legacies for generations to come at
aecom.com and ®AECOM.
Contact
Susan Ambrosini, AICP
Principal
T: 917.692.9593
susan.ambrosini@aecom.com
aecom.com
About AECOM
AECOM is the world's trusted infrastructure consulting firm,
delivering professional services throughout the project lifecycle
—from advisory, planning, design and engineering to program and
construction management. On projects spanning transportation,
buildings, water, new energy and the environment, our public -
and private -sector clients trust us to solve their most complex
challenges. Our teams are driven by a common purpose to
deliver a better world through our unrivaled technical and digital
expertise, a culture of equity, diversityand inclusion, and a
commitment to environmental, social and governance priorities.
AECOM is a Fortune 500 firm and its Professional Services
business had revenue of $13.1 billion.in fiscal year 2022. See how
we are delivering sustainable legacies for generations to come at
aecom.com and QAECOM.
H' aecom.com