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TIERRA WEST ADVISORS, LLC - 2006-12-18
Council/Agency Meeting Held: Deferred/Continued to: XApproved ❑ Conditionally Approved ❑ Denied Ci C rk's ignatu e Council Meeting Date: 12/18/2006 Department ID Number: ED 06-45 CITY OFHUNTINGTON .BEACH REQUEST FOR REDEVELOPMENT AGENCY ACTION SUBMITTED TO: HONORABLE CHAIRMAN NMGY MEMBERS IeQ SUBMITTED BY PENPE'C LBRETH-GRATIVE DIRECTOR PREPARED BY: STANLEY SMALEWITZ, , DEPUTY :EXECUTIVE DIRECTOR SUBJECT: APPROVE PROFESSIONAL SERVICES AGREEMENT WITH TIERRA WEST ADVISORS, LLC FOR PREPARATION OF THE ECONOMIC REVITALIZATION STRATEGIC PLAN FOR BEACH BOULEVARD AND EDINGER CORRIDOR AND APPROPRIATE $141,230. Statement of Issue,Funding Source,Recommended Action,Alternative Action(s),Analysis,Environmental Status,'Attachment(s) Statement of Issue: Transmitted for City Council and Redevelopment Agency consideration is a- professional services agreement for the purpose of completing an economic development analysis related to the revitalization of Beach, Boulevard and Edinger_Avenue. This project is being initiated based on direction from the City Council in Fail 2005 and as a result of public input relative to the Edinger Corridor. On September 5, 2006, City Council approved a professional services agreement with Freedman, Tung and Bottomley in the amount of $599,775 for the planning portion of this project. At that time, the Council was asked to postpone the award of the economic portion of the project. This delay allowed staff the time to refine the objectives of the analysis and reissue the Request for Proposals. Funding Source: Funds in the amount of $141,230 were budgeted and are available in Redevelopment Agency Professional Services Account 30580101.69325. Recommended Action: Motion to: I. Approve the Professional Services agreement between the City of Huntington Beach Redevelopment Agency and Tierra West Advisors, LLC, in the amount of $141,230 for preparation of a corridor revitalization strategy for Beach Boulevard and Edinger Corridor, and authorize the Chairman and Agency Clerk to execute the agreement and appropriate $141,230 from undesignated Redevelopment Agency Merged Capital Funds Balance to account 30580101.69365. REQUEST FOR ACTION MEETING DATE: 12/18/2006 DEPARTMENT ID NUMBER`:ED 06-45 Alternative Action(s): The Redevelopment Agency may make the following alternative motion(s): 1. Deny the Professional Services Contract between the Agency and Tierra West Advisors, LLC. 2. Continue the item and direct staff accordingly. Analysis: A. PROJECT BACKGROUND Beach Boulevard, also designated State Route 39, is the main traffic artery in the City of Huntington Beach. An eight lane (divided) principal artery, Beach Boulevard runs six miles from Pacific Coast Highway in the South to the City's northern border at Interstate 405. Beach Boulevard ultimately continues beyond the City through Westminster, Stanton, and Buena Park into the City of Azusa at the base of the San Gabriel Mountains. Beach Boulevard and Edinger;Avenue are two primary economic engines for the City of Huntington Beach, including auto sales, various commercial developments, supermarkets, both large and small retail, as well as residential, institutional, and many other land-use functions. Key retail establishments along or proximate to Beach Boulevard include The Beach Boulevard of Cars, Bella Terra Regional Shopping Mall, 5-Points Shopping Center, Wal-Mart, and the Hyatt Regency Resort & Spa. Edinger Avenue includes Bella Terra and a number of retail centers. It is the City's desire to enhance and maximize the potential of these major thoroughfares. Although the City, has some success improving economic opportunities along Beach Boulevard, this artery lacks`the characteristics that provide identity and clarity of location, incorporating various nondescript strip commercial centers, auto dealerships, 'and big box development projects (Wal-Mart) with office and residential uses. While individual establishments along the corridor have had various degrees of success, it has not been enough to spur economic growth within the corridor. Likewise, efforts to create a strategy for the Edinger Corridor have not come to fruition. The Beach Boulevard Revitalization Strategy and Specific Plan is intended to determine and implement a clear vision for growth and change along the Beach Boulevard Corridor. This effort will incorporate Edinger Avenue. A planning process involving city officials, citizens, stakeholders and city staff, will determine the specific configuration that new public and private investment along the corridor will take. Planning consultant, Freedman, Tung and Bottomley are tasked with developing specifications to guide Land use and development intensity, site layout, building design, site landscaping and signage will be detailed in the document created from this effort. Land use and development standards contained in the specific plan will be drafted to replace pre-existing zoning regulations, and to assist the G:\Doris Powell\Beach-Edinger Project\RCA&Contract\RCA Revised.doc -2- 12/4/2006 10:55 AM REQUEST FOR ACTION MEETING DATE: 12/18/2006 DEPARTMENT ID NUMBERED 06-45 community to more effectively attract investment and improve the evolving image and identity of the City. The Economic Development Consultant 'shall provide preliminary market data, land use and zoning recommendations from this study to FTB to provide the necessary basic information that needs to be incorporated into the planning study. The Economic Revitalization Strategic Plan for Beach Boulevard and Edinger Corridor will support the rationale for possible land-use intensification and/or recommend a change of use based upon economic trends and community goals. To this end, a real estate market analysis of existing conditions will be conducted that will include a detailed in-field and economic data analysis of the existing businesses. The analysis will prioritize site-specific opportunities for economic revitalization and make recommendations on land-use and zoning changes that will support new development. In addition, the consultant will provide funding strategies to create or improve infrastructure within the study areas." The economic strategy portion of the study will examine and recommend possible incentives for private investment within the study areas and, develop short and long-term economic strategies while incorporating current development proposals. The goal of the Plan is to provide a strategy for development that will improve the economic viability of these two important commercial corridors. B. CONSULTANT SELECTION PROCESS Economic Development Staff solicited proposals from seven qualified consultants for the economic market analysis aspect of this project: ■ CBRE, Sedway Group Rosenow Spevacek Group Inc. ■ Economic Research Associates Strategic Economics ■ Keyser Marston Associates Inc. Tierra West Advisors, LLC ■ Mundie & Associates Tierra West Advisors, LLC (Tierra West) was selected from the four respondent firms by panel comprised of Planning and Economic Development staff. Tierra West's consultant team brings a wealth of knowledge in real estate economics, with first-hand experience in real estate brokerage, development, and project design. The Tierra West team will perform in-depth economic analysis, supply and demand, and prospects for the future that will impact the feasibility of investments along the Beach Boulevard and Edinger Avenue corridors, This analysis will be used to-create the tools for economic revitalization to enhance and maximize the potential of these major thoroughfares. C. STAFF RECOMMENDATION Based on their expertise in this field, knowledge of Huntington Beach markets and familiarity of the area, understanding of the City's request and competitive rates, staff recommends approval of the professional services agreement with Tierra West Advisors, LLC. (Attachment #1) G:\Doris Powell\Beach-Edinger Project\RCA&Contract\RCA Revised.doc .3. 12/41200610:55 AM REQUEST FOR ACTION MEETING DATE: 12/18/2006 DEPARTMENT ID NUMBERED 06-45 Environmental Status: Projects over which public agencies exercise ministerial authority, such as this agreement contracting for consulting services, are categorically exempt from the California Environmental Quality Act pursuant to Section 15300.1. Attachment(s): City Clerk's Page Number No. Description 1. Professional Services Agreement between the Agency and Tierra West Advisors, LLC G:\Doris Powell\Beach-Edinger Project\RCA&Contract\RCA Revised.doc -4- 12/4/2006 10:55 AM ATTACHMENT # 1 PROFESSIONAL SERVICES CONTRACT BETWEEN THE REDEVELOPMENT AGENCY OF THE CITY OF HUNt TINGTON BEACH AND TIERRA WEST ADVISORS,LLC FOR PREPARATION OF AN ECONOMIC REVITALIZATION PLAN FOR THE BEACH BOULEVARD AND EDINGER CORRIDORS THIS AGREEMENT ("Agreement") is made and entered into by and between the Redevelopment Agency of the City of Huntington Beach, a public body of the State of California,hereinafter referred to as "AGENCY, and TIERRA WEST ADVISORS,LLC,a California limited liability company,hereinafter referred to as "CONSULTANT." WHEREAS,AGENCY desires to engage the services of a consultant to prepare an economic revitalization plan for the Beach Boulevard and Edinger Corridors; and Pursuant to documentation on file in the office of the Agency Clerk,the provisions of the Huntington Beach Municipal Code, Chapter 3.03, relating to procurement of professional service contracts have been complied with;and CONSULTANT has been selected to perform these services, NOW,THEREFORE, it is agreed by AGENCY and CONSULTANT as follows: 1. SCOPE OF SERVICES CONSULTANT shall provide all as described in Exhibt "A," which is attached hereto and incorporated into this Agreement by this reference. These services shall sometimes hereinafter be referred to as the "PROJECT." CONSULTANT hereby designates nates John Yonai and Tim Mulrenan who 1 shall represent it and be its sole contact and agent in all consultations with AGENCY during the performance of this Agreement. 06-360/5468 1 2. AGENCY STAFF ASSISTANCE AGENCY shall assign a staff coordinator to work directly with CONSULTANT in the performance of this Agreement, 3. TERM,• TIME OF PERFORMANCE Time is of the essence of this Agreement. The services of CONSULTANT are to commence as soon as practicable after the execution of this Agreement by AGENCY (the "Commencement Date"). This Agreement shall expire on November 20, 2008, unless sooner terminated as provided herein. All tasks specified in Exhibit "A" shall be completed no later than two years from the Commencement Date of this Agreement. These times may be extended with the written permission of AGENCY. The time for performance of the tasks identified in Exhibit"A" are generally to be shown in Exhibit "A." This schedule may be amended to benefit the PROJECT if mutually agreed to in ' writing by AGENCY and CONSULTANT. 4. COMPENSATION In consideration of the performance of the services described herein, AGENCY agrees to pay CONSULTANT on a time and materials basis at the rates specified in Exhibit "B," which is attached hereto and incorporated by reference into this Agreement, a fee, including all costs and expenses, not to exceed One Hundred Forty One Thousand Two Hundred Thirty Dollars($141,230.00). 5. EXTRA WORK In the event AGENCY requires additional services not included in Exhibit "A" or changes in the scope of services described in Exhibit "A," CONSULTANT will undertake such work only after receiving written authorization from AGENCY. 06-360/5468 2 i Additional compensation for such extra work shall be allowed only if the prior written approval of AGENCY is obtained. 6. METHOD OF PAYMENT CONSULTANT shall be pursuant ursuant to the terms of Exhibit"B." p 7. DISPOSITION OF PLANS ESTIMATES AND OTHER DOCUMENTS CONSULTANT agrees that title to all materials prepared hereunder, ' including, without limitation, all original drawin s, designs, reports, both field and office gg g P notices, calculations, computer code, language, data or programs, maps, memoranda, letters and other documents, shall belong to AGENCY, and CONSULTANT shall turn these materials over to AGENCY upon expiration or termination of this Agreement or upon PROJECT completion, whichever shall occur first. These materials may be used by AGENCY as it sees fit. 8. HOLD HARMLESS CONSULTANT hereby agrees to protect, defend, indemnify and hold harmless AGENCY, its o ers, elected or appointed officials employees, agents and volunteers from and against any and all claims, damages, losses, expenses, judgments, demands and defense costs (including, without limitation, costs and fees of litigation of every nature or liabilityof an kind or nature arising out of or in connection with Y ) CONSULTANT's (or CONSULTANT's subcontractors, if any) negligent performance of this Agreement or its failure to comply with any of its obligations contained in this Agreement by CONSULTANT, its officers, agents or employees except such loss or damage which was caused by the sole negligence or willful misconduct of AGENCY. CONSULTANT will conduct all defense at its sole cost and expense and AGENCY shall 06-360/5468 3 l L approve selection of CONSULTANT's counsel. This indemnity shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as limitation upon the amount of indemnification to be provided by CONSULTANT. 9. PROFESSIONAL LIABILITY INSURANCE CONSULTANT shall obtain and furnish to AGENCY a professional liability insurance policy covering the work performed b it hereunder. This policy shall p g P Y provide coverage for CONSULTANT's professional liability in an amount not less than One Million Dollars ($1,000,000.00) per occurrence and in the aggregate. The above ■ mentioned insurance shall not contain a self-insured retention, "deductible" or any other similar form of limitation on the required coverage except with the express written consent of AGENCY. A claims-made policy shall be acceptable if the policy further provides that: A. The policy retroactive date coincides with or precedes the initiation of the scope of work (including subsequent policies purchased as renewals or replacements). B. CONSULTANT shall notify AGENCY of circumstances or incidents that might give rise to future claims. CONSULTANT will make every effort to maintain similar insurance during the required extended period of coverage following PROJECT completion, If insurance is terminated for any reason, CONSULTANT agrees to purchase an extended reporting provision of at least two (2) years to report claims arising from work performed in P connection with this Agreement. i 06-360/5468 4 i i 1 l 10. 9ERTIFICATE OF INSI,jMN Prior to commencing performance of the work hereunder, CONSULTANT shall furnish to AGENCY a certificate of insurance subject to approval of the City - IAttorney evidencing the foregoing insurance coverage as required by this Agreement; the ■ certificate shall: A. provide the name and policy number of each carrier and policy; B. state that the policy is currently in force;and 1C. promise that such policy shall not be suspended, voided or canceled by either party, reduced in coverage or in limits except after thirty (30)days' prior written notice; however,ten(10) days' prior written notice in the event of cancellation for nonpayment of premium. CONSULTANT shall maintain the foregoing insurance coverage in force until the work under this Agreement is fully completed and accepted by AGENCY. The requirement for carrying the foregoing insurance coverage shall not derogate from CONSULTANT's defense,hold harmless and indemnification obligations as set forth in this Agreement. AGENCY or its representative shall at all times have the right to demand the original or a copy of the policy of insurance. CONSULTANT shall pay, in a prompt and timely manner,the premiums on the insurance hereinabove required. 11. INDEPENDENT CONTRACTOR CONSULTANT is, and shall be, acting at all times in the performance of this Agreement as an independent contractor herein and not as an employee of AGENCY. CONSULTANT shall secure at its own cost and expense, and be responsible for any and all payment of all taxes, social security, state disability insurance compensation, 06-360/5468 5 unemployment compensation and other payroll deductions for CONSULTANT and its officers, agents and employees and all business licenses, if any, in connection with the PROJECT and/or the services to be performed hereunder. 12. TERMINATION OF AGREEMENT All work required hereunder shall be performed in a good and workmanlike manner. AGENCY may terminate CONSULTANT's services hereunder at any time with or without cause, and whether or not the PROJECT is fully complete. Any termination of this Agreement by AGENCY shall be made in writing, notice of which shall be delivered to CONSULTANT as provided herein. In the event of termination, all finished and unfinished documents, exhibits, report, and evidence shall, at the option of AGENCY, become its property and shall be promptly delivered to it by CONSULTANT. 13. ASSIGNMENT AND DELEGATION This Agreement is a personal service contract and the work hereunder shall not be assigned, delegated or subcontracted by CONSULTANT to any other person or entitywithout the prior express written consent of AGENCY. If an assignment, delegation P P g � g jor subcontract is approved, all approved assignees, delegates and subconsultants must satisfy the insurance requirements as set forth in Sections 9 and 10 hereinabove. 14. COPYRIGHTS/PATENTS AGENCY shall own all rights to any patent or copyright on any work, item or material produced as a result of this Agreement. 15. AGENCY EMPLOYEES AND OFFICIALS CONSULTANT shall employ no AGENCY official nor any regular AGENCY employee in the work performed pursuant to this Agreement. No officer or 06-360/5469 6 1 employee of AGENCY shall have any financial interest in this Agreement in violation of the applicable provisions of the California Government Code. 16. NOTICES An notices certificates or other communications hereunder shall be given y � either by personal delivery to CONSULTANT's agent (as designated in Section 1 hereinabove) or to AGENCY as the situation shall warrant, or by enclosing the same in a sealed envelope, postage prepaid, and depositing the same in the United States Postal Service, to the addresses specified below. AGENCY and CONSULTANT may designate different addresses to which subsequent notices, certificates or other communications will be sent by notifying the other party via personal delivery, a reputable overnight carrier or U. S. certified mail-return receipt requested: TO AGENCY: TO CONSULTANT: IRedevelopment Agency of the John Yonai City of Huntington Beach Tierra West Advisors, LLC ATTN: Deputy Executive Director 168 Annadale Road 2000 Main Street Pasadena,CA 91105 Huntington Beach,CA 92648 17. CONSENT When AGENCY's consent/approval is required under this Agreement, its consent/approval for one transaction or event shall not be deemed to be a consent/approval to any subsequent occurrence of the same or any other transaction or event. 18. MODIFICATION No waiver or modification of any language in this Agreement shall be valid unless in writing and duly executed by both parties. 06-360/5468 7 19. SETIQN HEADINGS The titles, captions, section,paragraph and subject headings,and descriptive phrases at the beginning of the various sections in this Agreement are merely descriptive and are included solelyfor convenience of reference only and are not representative of Y p matters included or excluded from such provisions, and do not interpret, define, limit or describe, or construe the intent of the parties or affect the construction or interpretation of an provision of this Agreement. any g 20. INTERPRETATION OF THIS AGREEMENT The language of all parts of this Agreement shall in all cases be construed as a whole, according to its fair meaning, and not strictly for or against any of the parties. If any provision of this Agreement is held by an arbitrator or court of competent jurisdiction to be unenforceable, void, illegal or invalid, such holding shall not invalidate tor affect the remaining covenants and provisions of this Agreement. No covenant or provision shall be deemed dependent upon any other unless so expressly provided here. As used in this Agreement, the masculine or neuter gender and singular or plural number shall be deemed to include the other whenever`the context so indicates or requires. Nothing contained herein shall be construed so as to require the commission of any act contrary to law, and wherever there is any conflict between any provision contained herein and any present or future statute, law, ordinance or regulation contrary to which the parties have no right to contract, then the latter shall prevail, and the provision of this Agreement which is herebyaffected shall be curtailed and limited only to the extent necessary'to brin Y g it within the requirements of the law. i06-360/5468 8 21. IWPLIC�ATE QRIQINA,I The original of this Agreement and one or more copies hereto have been prepared and signed in counterparts as duplicate originals,each of which so executed shall, irrespective of the date of its execution and delivery, be deemed an original. Each p D', duplicate ,original shall be deemed an original instrument as against any party who has signed it. 22. IMMIGRATION CONSULTANT shall be responsible for full compliance with the immigration and naturalization laws of the United States and shall, in particular, comply with the provisions of the United States Code regarding employment verification. 23. LEGAL SERVICES SUBCONTRACTING PROHIBITED CONSULTANT and AGENCY agree that AGENCY is not liable for rpayment of any subcontractor work involving legal services, and that such legal services are expressly outside the scope of services contemplated hereunder. CONSULTANT understands that pursuant to Huntington Beach City Charter Section 309, the City Attorney is the exclusive legal counsel for AGENCY; and AGENCY shall not be liable for payment of any legal services expenses incurred by CONSULTANT. 24. ATTORNEY'S FEES In the event suit is brought by either party to construe, interpret and/or enforce the terms and/or provisions of this Agreement or to secure the performance hereof, Ieach party shall bear its own attorney's fees, such that the prevailing party shall not be entitled to recover its attorney's fees from the non-prevailing party. I 06-360/5468 9 25. SJRVIVAL Terms and conditions of this Agreement, which by their sense and context survive the expiration or termination of this Agreement, shall so survive. 26. GOVERNING LAW This Agreement shall be governed and construed in accordance with the laws of the State of California. 27. ENTIRETY The parties acknowledge and agree that they are entering into this Agreement freely and voluntarily following extensive arm's length negotiation, and that each has had the opportunity to consult with legal counsel prior to executing this Agreement. The parties also acknowledge-and agree that no representations, inducements, promises, agreements or warranties, oral or otherwise, have been made by that party or ' anyone acting on that party's behalf, which are not embodied in this Agreement, and that that party has not executed this Agreement in reliance on any representation, inducement, promise, agreement, warranty, fact or circumstance not expressly set forth in this Agreement. This Agreement, and the attached exhibits, contain the entire agreement between the parties respecting the subject matter of this Agreement,and supersede all prior i . 06-360/5468 10 understandings and agreements whether oral or in writing between the parties respecting Lthe subject matter hereof. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their authorized officers on / 20 06 . TIERRA WEST ADVISORS,LLC.,a California REDEVELOPMENT AGENCY OF THE limited liability company CITY OF HUNTINGTON BEACH,a public body of the State of California By: J, Chairman pr' e L _ ITS: (circle one) hairman/ sident Nice President or Manager/ er AND gency Clerk By: APE FORM: print name a a Agency Counsel `��\� o� ITS: (circle one)Secretary/Chief Financial O er sst. , t?6 �X�N'N� Secretary—Treasurer or Manager/Member 1NITIATED AND APPROVED: REVIEWED AND APPROVED: Deputy Executive irector E cutive Director IV i 06-360/5468 l l EXHIBIT "A" A. STATEMENT OF WORK: (Narrative of work to be performed) Tierra West Advisors, LLC ("Tierra West") will review the Edinger and Beach Corridors and: (1) synthesize the opinions of community stakeholders with the realities of the current market and the potential for market growth along the Corridors, (2) identify infrastructure and public facility deficiencies in the Corridors; (3) identify revenue sources that will aid in the implementation of projects vital to the revitalization of the Corridors; (4) recommend changes in land use patterns that can assist with economic growth in the Corridors; and (5) develop strategies that tie the economic analysis for the Corridors together with the City's current and future economic outlook. B. CONSULTANT'S DUTIES AND RESPONSIBILITIES: Task No. PROJECT TEAM PARTICIPATION 1 Be able to participate as part of an integrated team consisting of community stakeholders, city staff, and planning firm FTB. For the short term, identify immediate opportunities Participate in the project team by attending community workshops, study 2 sessions, public hearings, and core team meetings. This includes a half-day kick off meeting with city staff and FT13 to refine the scope of work. 3 Coordinate schedule and work flow with that of the planning firm. MARKET STUDY Prepare a market study for each corridor, including residential, commercial, and institutional uses. Include a discussion about current 4 building forms and industry trends in terms of physical space. Include a fiscal analysis of multi-family (mixed use) housing to demonstrate how residential could work on these two major streets. Provide preliminary information to planning firm FTB. Perform necessary research, investigation, and documentation to develop an economic strategy for revitalizingeach study area within the 5 broader citywide economics. Incorporate current development proposals into the strategy to expedite City consideration and approval of proposals and thereby encourage new investment. Review economic data including taxable sales, property tax data, and 6 other financial records from businesses within and proximate to the study areas to be analyzed and summarized in the final report. Assist in prioritizing site-specific opportunities for economic 7 revitalization, and recommend specific types of uses for each corridor and provide sample pro-forma analysis for those uses. jmp/contracts group/exA/10/30/06 EXHIBIT "A" ECONOMIC STRATEGY Analyze the feasibility of developing commercial (including retail and office) and institutional uses within a mixed use environment, including 8 for-sale and for-rent housing. Provide financial projections of mixed use projects demonstrating the financial feasibility at current market prices, rents, and development costs. Provide a strategy for development along the corridors that allows for higher densities at high traffic intersections to accommodate mixed-use 9 development, as well as compatible development between the intersections that mitigates the impact upon lower density residential adjoining the corridors_ Consider the regional competitiveness of the car dealerships along Beach Boulevard and provide recommendations on how to integrate the 10 dealers into new development along Beach Blvd. while improving their competitive position. Develop'economic strategies including short-term and long-term 11 strategies, including possible incentives for private investment within the study areas. 12 Provide for funding strategies to create or improve infrastructure within the study areas. Provide a final report for each study area that is copy ready and prepared as an electronic document that can be posted on the City's website. The documents must be electronically indexed and 13 searchable in a Microsoft Word format. All reports, drawings, photographs, and documents shall become the property of the City of Huntington Beach C. CITY'S DUTIES AND RESPONSIBILITIES: 1. Sales tax payments from existing businesses, 2. Current and past development proposals, 3. Fee schedules, infrastructure costs, proposed public works projects, 4. Past studies and analysis in the City's possession,or available to the City, 5. Permit fees, impact fees, other costs of development imposed by the City and others, , 6. Demographic information, and expected trends in population, income, ethnic makeup, and other characteristics of the City's population, jmp/contracts group/exA/10/30/06 EXHIBIT "A„ 7. Costs of providing services to residents and businesses,_such as fire, police, community services and other public services. Staff assistance will be required to identify existing costs per resident,;per household, or per business basis as well as the incremental cost for providing services to new residents and businesses. D. WORK PROGRAM/PROJECT SCHEDULE: Tierra West anticipates completing this assignment within 12 months from the contract execution, depending upon the number of meetings, availability of stakeholders, and responsiveness of the outside parties contributing to the assignment. A more detailed list of the estimated schedule by task is included in Consultant's Duties and Responsibilities above: jmp/contracts group/exA/10/30/06 EXHIBIT "B" Payment Schedule (Hourly Payment) A. Hourly Rate CONSULTANT'S fees for such services shall be based upon the following hourly rate and cost schedule: Principal/Director.......... ........ ................... ......... .................. $175 Senior Associate ..................... ................... ........................... $140 . Associate/Acquisition Agent .................................................... $115 Senior Analyst .... .... ........................... ......... ........... ..... $95 Analyst....... ......... ......... ......... .. ..... ........ ......... ........ ........ $ 85 Research Assistant/Real Estate Technician ............................ $`75 Word Processor......... ........ ......... .......... ........ .................. $ 55 Clerical ... ...................... ................... ......... ........................... $40 Reimbursables ... ....... ......... ......... ......... ............Cost Plus 10% B. Travel 1. Charges for time during travel are normally not reimbursable and will only be paid if such time is actually used in performing services for CITY or as otherwise arranged with CITY. 2. As CITY sometimes uses consultants that are outside of the nearest metropolitan area, CITY is very conscious of travel costs. Subject to agreement otherwise, CONSULTANT will be held to charging no fees on travel time to or from Huntington Beach. 3. Automobile expenses are limited to the IRS standard business mileage rate. All other travel expenses must be approved in advance by CITY in writing. Requests for approval shall be submitted at least fourteen (14) days in advance, to allow for reduced transportation fares.' Meals are not billable to CITY, without prior written consent of CITY C. Billing 1. All billing shall be done monthly in one-tenth-hour (0.10) increments and matched to an appropriate breakdown of the time that was taken to perform that work and who performed it. Minimum billing charges are unacceptable. CONSULTANT shall only charge for actual time spent. For example, minimum of 0.2 hours for phone calls or 0.4 hours for letters is unreasonable unless that is an accurate measure of time spent. 2. Each month's bill should include a total to date. That total should provide, at a glance, the total fees and costs incurred to date for the case or matter. agree/forms/exB-hourly fee/10/30/06 EXHIBIT B I Hourly Payment EXHIBIT „B,. Payment Schedule (Hourly Payment) 3. Telephone,cellular phone and postage charges are billable at actual cost. A copy of all service bills/costs should accompany the billing for each single item that exceeds Seventy-Five Dollars ($75.00). The fee for the sending or receiving of facsimiles shall not exceed Twenty-five Cents($0.25) per page. CITY will not pay a fee or charge for telephone calls or facsimiles to CITY. Photocopier costs should be no more than the actual cost of duplication, or Ten Cents ($0.10) per page, whichever is less. 4. CITY will not pay for secretarial time or secretarial overtime. CITY will not pay for secretarial tasks or tasks that should be subsumed into CONSULTANT's overhead. For example, time spent for faxing, mailing, arranging for messengers and calendaring are not acceptable charges. 5. CITY will not pay for word processing charges. This includes per page or hourly charges. 6. CITY will not pay for billing or discussion of bills. If CITY has questions about billing or needs additional information on bills, that is not a chargeable event; CONSULTANT should respond without charging CITY for the time required. 7. CITY appreciates when CONSULTANT has researched an issue previously and uses that research on the present case. CITY has retained CONSULTANT because of its past experience. CONSULTANT shall not charge CITY for work,it has done and billed another client for in the past. 8. Delivery of work product: A copy of every memorandum,'letter,'report, calculation and other documentation prepared by CONSULTANT shall be submitted to CITY to demonstrate progress toward completion of tasks. In the event CITY rejects or has comments on any such product, CITY shall identify specific requirements for satisfactory completion. 9. CONSULTANT shall submit to CITY an invoice for each monthly payment due. Such invoice shall: A) Reference this Agreement; B) Describe theservices performed; C) Show the total amount of the payment due; D) Include a certification by a principal member of CONSULTANT's firm that the work has been performed in accordance with the provisions of this Agreement; and E) For all payments include an estimate of the percentage of work completed. Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is making satisfactory progress toward completion of tasks in accordance with this Agreement, CITY shall approve the invoice, in which event payment shall be made agree/forms/exB-hourly fee/10/30/06 EXHIBIT B 2 Hourly Payment EXHIBIT "B" Payment Schedule (Hourly Payment) within thirty (30) days of receipt of the invoice by CITY. Such approval shall not be unreasonably withheld. If CITY does not approve an invoice, CITY shall notify CONSULTANT in writing ,of the reasons for non-approval and the 'schedule of performance set forth in Exhibit "A" may at the option of CITY be suspended'until the parties agree that past performance by CONSULTANT is in, or has been brought into compliance, or until this Agreement has expired or is terminated as provided herein. 10. Any billings for extra work or additional services authorized in advance and in writing by CITY shall be invoiced separately to CITY. Such invoice shall contain all of the information required above, and in addition shall list the hours expended and hourly rate charged for such time. Such invoices shall be approved by CITY if the work performed is in accordance with the extra work or additional services requested, and if CITY is satisfied that the statement of hours worked and costs incurred is accurate. Such approval shall not be unreasonably withheld. Any dispute between the parties `concerning payment of such an invoice shall be treated as separate and apart from the ongoing performance of the remainder of this Agreement. agree/forms/exB-hourly fee/10/30/06 EXHIBIT B 3 Hourly Payment CITY OF HUNTINGTON BEACH .: K Professional Service Contracts r, Purchasing Certification 1. Date: October 26, 2006 2. Department: Economic Development 3. Requested by: Doris Powell, Asistant Project Manager. 4. Name of consultant: Tierra West Advisors, LLC 5. Attach the written statement of the specification, conditions and other requirements for the requested services that was provided to solicited consultants in youranswer to 11 of this form. 6. Amount of the contract: $141,230 ^� 7. Are sufficient funds available to fund this contract?' Yes 0� 8. Is this contract generally described on the list of professional service contracts approved by the City Council'? ZYes S No 3a�9. Company number and object code where fu sure budgeted: 3&. 06/07 C 10. Is this contract less than $50,000? El Yes MNo��/ 30 `��/�� 693a 5 d 11. Does this contract fall within $50,000 and $100,000? ❑ Yes 4 No p 1 12. Is this contract over$100,000? ® Yes ❑ No �/` (Note: Contracts requiring City Council Approval need to be signed by the Mayor and City Clerk. Make sure the appropriate signature page is attached to contract 13. Were formal written proposals requested from at least three available qualified consultants? ®Yes ❑ No 14. Attach list of consultants from whom proposals were requested (including a contact telephone number). 15. Attach proposed scope of work. SEE ,,5:X#11-3 17- 16. Attach proposed payment schedule. SAC E X /,C3 7- Department He d` nature RI RD AM DOiLm, nager Purchasing/Central Services 1. If the answer to this question is"No," the contract will require approval from the City Council. Economic Development Department Economic Analysis RFP September 2006 Economic Development Revitalization Strategy Beach Blvd / Edinger Corridor RFP.DISTRIBUTION Frank Spevacek Lynn Sedway' Rosenow Spevacek Group, Inca The Sedway Group 217 North Main Street, Ste. 300 505 Montgomery Street Ste 600 Santa Ana, CA 92701-4822 San Francisco, CA 94111 Phone: (714)541-4585 (415) 781-8900 Fax: (714) 836-1748 spevace�aol.com Mr. Jim Rabe Mr. David Wilcox Keyser Marston Associates, Inc. Economics Research Associates 500 S. Grand Avenue, #1480 10990 Wilshire Blvd, Ste.. 1500 Los Angeles, CA 90071 Los Angeles, CA_90024 Phone: (213) 622-8095 (310) 477-9585 daw(aDeconres.com Suzanne Lampert Dena Belzer Vice President Principal Mundie& Associates Strategic Economics 3452 Sacramento Street 2991 Shattuck Avenue,Suite 203 San Francisco, CA 94118 Berkeley, CA 94705 415-441-9460 (510) 647-5291, ext. 108 Suzanne.lampert(rDmundie.com dbelzer(a)-strategiceconomics.com John Yonai Tierra West Advisors, LLC 168 Annandale Road Pasadena, California 91105 (626) 665-1224 iyonai(abtierrawestadvisors.com C r _ u iiy INSURANCE AND INDEMNIFICATION WAIVER ` MODIFICATION REQUEST 1. Requested by: Doris Powell, Economic Development 2. Date: October-26, 2006 3. Name of contractor/permittee: Tierra West Advisors, LLC 4. Description of work to be performed: Preporation of Economic Revitalization Strategic' Plan Beach Boulevard and Edinger Corridor 5. Value and length of contract: $141,230 November 20, 2006 - November 20, 2008 6. Waiver/modification request: $10,000 retention/professional liability insurance 7. Reason for request and why it should be granted: unable to comply with the city's zero deductible/SIR insuraces requirement 8. Identify the risks to the City in approving this waiver/modification: None October 26, 2006 Department Pblad Signature Date: APPROUAhS Approvals must moe,obtained �rsthe girder listed on fhisform. Twoapprovals are requrred fora request to be°ranted Approval frorn`tfie City Administrator's Of ice his only aequ ed Ef ' Risk Management.and t e City Attorneys(Office disagree 1 . k Management Approved El Denied Signature Date 2. City Attorney's Office pproved ElDeni ! d ig n atu re Date 3 City Administrator's Office Approved ❑ Denied Signature Date of api roved t e:c©mpletei waiverlmodafiication requestis to be submitted to the City Arney's{ace atong withth contract for approval. Once the contractvhas been aptSaved;, thrs;form is to ba:'`fiied'with the Risk Management Division of Administrative .ecvcc>es. Insurance&Indemnification Waiver 10-06 10/26/2006 10:01 AM z TIERWES-01 TAME ACORD, CERTIFICATE OF LIABILITY INSURANCE °ATE(MMlDD/YYYY) 11/2/2006 PRODUCER (888)825-4322 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Bowermaster&Associates Insurance ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE P.O.Box 6026 HOLDER.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. 10805 Holder Street-Suite 350 Cypress,CA 90630 INSURERS AFFORDING COVERAGE NAIC# INSURED Tierra West Advisors,LLC INSURER A:Hartford Fire Insurance Company 29424 2616 E.3rd St. INSURER B:Preferred Employers Insurance Co. Los Angeles,CA 90033 INSURER c:Illinois Union Insurance Company INSURER D: INSURER E COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADD' — ---- - -------- POLICYEFFECTIVE POLICY EXPIRATION - LTR IN SR POLICY NUMBER D E M DD DATE MM D LIMITS GENERAL LIABILITY EACH OCCURRENCE $. 2,000,00 A X X COMMERCIAL GENERAL LIABILITY 72SBANU9848 8I15i2006 8/15/2007 OAmA PREMISES Ea occurence $ 300,00 CLAIMS MADE a OCCUR MED EXP(Any one person) $ - 10,00 PERSONAL&ADV INJURY $ 2,000,00 GENERAL AGGREGATE $ 4,000,00 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG $ 4,000,00 JECT POLICY PRO- F LOC AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 2,000,00 A ANY AUTO 72SBANU9848 8/15/2006 8115/2007 (Ea accident) ALL OWNED AUTOS BODILY INJURY SCHEDULED AUTOS (Per person) $ X .HIRED AUTOS BODILY INJURY X NON-OWNED AUTOS (Per accident) $ PROPERTY DAMAGE. $ (Per accident) GARAGE LIABILITY AUTO ONLY-EA ACCIDENT $ _ ANY AUTO OTHER THAN EA ACC $ __ AUTO ONLY: AGG $ EXCESSIUMBRELLA LIABILITY AF - EACH OCCURRENCE $ OCCUR CLAIMS MADE C AGGREGATE $ RN $ DEDUCTIBLE $ RETENTION $ $ WORKERS COMPENSATION AND X WC STATU- OTH- T RY LIMIT ER B EMPLOYERS'LIABILTTY WKN132228-1 8/15/2006 8/1512007 1000,00 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ r OFFICER/MEMBER EXCLUDED? E.L.DISEASE EA EMPLOYEE $ 1,000,00 If yes,describe under 1,000,00 SPECIAL PROVISIONS below E.L.DISEASE-POLICY LIMIT $ OTHER C Commercial Errors&Omissions BM120034415 8/15/2006 8/1512007 Per Claim&Aggregate $2,000,000 C Commercial Errors&Omissions BM120034415 8/15/2006 8/15/2007 Claims Made $10,600 SIR Per Claim DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS If this policy cancels for non-payment of premium,the company will issue 10 day notice of cancellation. City of Huntington Beach,its agents,officers,and employees,and The City Redevelopment Agency are all added as additional insureds. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION City of Huntington Beach DATE THEREOF,THE ISSUING INSURER WIL000AXYgMA'MAIL 30 DAYS WRITTEN The Redevelopment Agency NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,XXXD4d(Dtillf060QMLL 2000 Main Street Huntington Beach,CA 92648- XXIDrdOt xit@tiiU€d5!x*x AUTHORIZED REPRESENTATIVE _ ACORD 25(2001/08) ©ACORD CORPORATION 1988 f POLICY NUMBER: 72 SBA NU9848 ML THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED —PERSON—ORGANIZATION CITY OF COMMERCE COMMUNITY DEVELOPMENT COMMISSION 2535 COMMERCE WAY CITY OF COMMERCE, CA. 90040 CITY OF GLENDALE ENGINEERING SECTION 633 EAST BROADWAY, ROOM 205 GLENDALE, CA 91206-4388 BY THE ATTACHED ENDORSEMENT; THE CITY OF GLENDALE, ITS OFFICERS, AGENTS, AND EMPLOYEES ARE ADDED AS ADDITIONAL INSURED. THE INSURANCE IS NON—CONTRIBUTORY AND PRIMARY TO ALL OTHER INSURANCE OF THE CITY; THE INSURANCE SHALL APPLY SEPARATELY TO EACH INSURED; AND 30 DAYS ADVANCE WRITTEN NOTICE SHALL ISSUE TO THE CITY FOR ANY POLICY CANCELLATION, TERMINATION OR REDUCTION OF THE STATED LIMITS. CITY OF HUNTINGTON BEACH& THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH 2000 MAIN STREET HUNTINGTON BEACH,CA:92648 BY THE ATTACHED ENDORSEMENT;THE CITY OF HUNTINGTON BEACH,ITS AGENTS,OFFICERS,AND EMPLOYEES,AND THE CITY REDEVELOPMENT AGENCY ARE ADDED AS ADDITIONAL INSUREDS. THE INSURANCE IS NON-CONTRIBUTORY AND PRIMARYTO ALL OTHER INSURANCE OF THE CITY; THE INSURANCE SHALL APPLY SEPARATELY TO EACH INSURED,AND 30 DAYS ADVANCE WRITTEN NOTICE SHALL ISSUE TO THE CITY FOR ANY POLICY CANCELLATION,TERMINATION,OR REDUCTION OF THE STATED LIMITS. Form IH 12 0011 85T SEQ.NO.002 Printed in U.S.A. Page 001 Process Date: 09/26/06 Expiration Date: 08/15/07 UW COPY REQUEST FOR PROPOSAL FOR Economic RevitalizationStrategic Plan Beach Boulevard Corridor And Edinger Corridor Economic Development Department CITY OF HUNTINGTON BEACH Released on September 18,2006 Economic Revitalization Strategic Plan Beach Boulevard Corridor and Edinger Corridor REQUEST FOR PROPOSAL("RFP") 1. BACKGROUND Introduction This RFP has two components that will result in an Economic Development Revitalization Strategic Plan for two important corridors: l)Beach Boulevard and 2) Edinger Corridor. The Economic Development Revitalization Strategic Plan will support the rationale for possible land-use intensification and/or recommend a change of use based upon economic trends and community goals. Within citywide economics,the economic analysis for these two corridors needs to be tied together given their direct relationship. Beach Boulevard In September 2005, a workshop was held with the City Council and staff'on Beach Boulevard planning and revitalization. In February 2006, a Request for Proposals (RFP) was issued to select'a consultant to formulate a study of Beach Boulevard that would develop a clear and comprehensive strategy to maximize the utility of Beach Boulevard. Freedman Tung & Bottomley(FTB) has been selected to study land-use,mobility functions,and integration with surrounding neighborhoods,as well as proposing implementation tools for use in defining the City's vision and instigating change. Beach Boulevard is a primary north-south entry to the City for residents, shoppers and visitors. As State Route 39, Beach Boulevard is a six-mile, eight-lane divided thoroughfare that is home to the majority of the City's revenue generating uses, from the redeveloped Bella Terra commercial center, to the destination resort hotels along Pacific Coast Highway. Although new development along Beach Boulevard has remained consistent with the City's General Plan and Zoning Code, efforts to create a unique vision for Beach Boulevard have not been realized. Beach Boulevard lacks continuity and identification. Auto dealerships predominate the boulevard where smaller retail centers, medical facilities, residential, and underutilized properties are also located. Public improvements such as sidewalks are missing where there are either vacant or older developments, Edinger Corridor In 2000, the City Council approved this corridor as an important economic area for the City. A Specific Plan was drafted for the area, but due to recent discussions desiring increased intensification along the corridor, it is necessary to re-issue an RFP for that effort. As background, the economic study done in 2001 will be made available to the selected firm. The Draft Edinger Corridor Specific Plan is available on the City's website at: http://www.surfcity-hb.org/citydepartments/ED/current_proj ects/planning.cfin The Edinger Corridor encompasses approximately 242.8± acres in the northeastern section of the City of Huntington Beach, adjacent to the City of Westminster and southwest of the San Diego Freeway (1-405). Surrounding land uses include single and multiple family residential developments, and retail development along Edinger and Beach Boulevard. A part of the corridor is within the Huntington Beach Redevelopment Project Area, Huntington Center sub i area. The newly developed Bella Terra entertainment/retail center is an economic cornerstone located at Beach Boulevard and Edinger is within The Crossings Specific Plan and within the redevelopment area. Although the Edinger Corridor excludes Bella Terra, the City desires that the economic and design influences of Bella Terra impact the surrounding area. The Edinger Corridor study area might be reconfigured before the start of the consultant's study. OBJECTIVES: The initial objectives of the Economic Development Revitalization Strategic Plan is to ensure that the City is doing everything it canto encourage private sector investment and success for these two corridors. The objectives for the study include: 1. Engage stakeholders in the study process 2. In context of market demand, recommend alterations to land use designations and policies 3. Analyze the feasibility of land use intensification within the study areas 4. Examine existing economic conditions and develop short-term and long-term economic strategies for the study areas 5. Prioritization of capital improvements(public infrastructure and facilities) 6. Identification of revenues and financial tools to the extent appropriate to facilitate the implementation of revitalization goals 7. Other activities and initiatives as identified by the consultant team 2. SCHEDULE OF EVENTS This request for proposal will be governed by the following schedule: Release of RFP September 18,2006 Deadline for Written Questions October 2, 2006 Responses to Questions Posted on Web October 3,2006 Proposals are Due October 9,2006 Proposal Evaluation Completed October 30,2006 Approval of Contract November 13, 2006 3. SCOPE OF SERVICES PEOJECT TEAM PARTICIPATION 1. Be able to participate as part of an integrated team consisting of community stakeholders, city staff, and planning firm Freedman, Tung& Bottomley(FTB). For the short- term, identify immediate opportunities. 2. Participate in the project team by attending community workshops, study sessions, public hearings, and core teammeetings. This includes a half-day kick off meeting with city staff and FTB to refine the scope of work. 2 3. Coordinate schedule and work flow with that of the planning firm. MARKET STUDY 4. Prepare a market study for each corridor, including residential, commercial, and institutional uses. Include a discussion about current building forms and industry trends in terms of physical,space. Include a fiscal analysis of multi-family (mixed use) housing to demonstrate how residential could work on these two major streets. Provide preliminary information to planning firm Freedman,'Tung&Bottomley(FTB). S. Perform necessary research, investigation, and documentation to develop an economic strategy for revitalizing each study area within the broader citywide economics. Incorporate current development proposals into the strategy to expedite City consideration and approval of proposals and thereby encourage new investment. 6. Review economic data including taxable sales, property tax data, and other,financial records from businesses within and proximate to the study areas to be analyzed and summarized in the final report. 7. Assist in prioritizing site-specific opportunities for economic revitalization, and recommend specific types of uses for each corridor and provide sample pro-forma analysis for those uses. ECONOMIC STRATEGY 8. Analyze the feasibility of developing commercial (including retail and office) and institutional uses within a mixed use environment, including for-sale and for rent housing. Provide financial projections of mixed use projects demonstrating the financial feasibility at current market prices,rents, and development costs. 9. Provide a strategy for development along the corridors that allows for higher densities at high-traffic intersections to accommodate mixed-use development, as well as compatible development between the intersections that mitigates the impact upon lower density residential adjoining the corridors. 10. Consider the regional competitiveness of the car dealers'along Beach Boulevard and provide recommendations on how to integrate the dealers into new development along Beach Boulevard while improving their competitive position. 11. Develop economicstrategies including short-term and long-term strategies, including , possible incentives for private investment within the study areas. 12. Provide for funding strategies to create or improve infrastructure within the study areas. 13. Provide a final report for each study area that is copy'ready and prepared` as an electronic document that can be posted on the City's website. The documents must be electronically indexed and searchable in a Microsoft Word format. All reports, drawings, photographs, and documents shall become the property of the City of Huntington Beach. 3 4. PROPOSAL FORMAT GUIDELINES Interested contractors are to provide the City of Huntington Beach with a thorough proposal using the following guidelines: Proposal should be typed and should contain no more than 20 typed pages using a 10-point font size, including transmittal letter and resumes of key people, but excluding Index/Table of Contents,tables,charts, and graphic exhibits. Each proposal will adhere to the following order and content of sections. Proposal should be straightforward, concise and provide "layman" explanations of technical terms that are used. Emphasis should be concentrated on conforming to the RFP instructions,responding to the RFP requirements, and on providing a complete and clear description of the offer. Proposals, which appear unrealistic in the terms of technical commitments, lack of technical competence or are indicative of failure to comprehend the complexity and risk of this contract, may rejected. The following proposal sections are to be included in the proposer's response: A. Cover Letter A cover letter, not to exceed three pages in length, should summarize key elements of the proposal. An individual authorized to bind the consultant must sign the letter. The letter must stipulate that the proposal price will be valid for a period of at least 180 days. Indicate the address and telephone number of the contractor's office located nearest to Huntington Beach, California and the office from which the project will be managed: B. Background and Project Summary Section The Background and Project Summary Section should describe your understanding of the City, the work to be done, and the objectives to be accomplished. Refer to Scope of Services of this RFP, C. Methodology Section Provide a detailed description of the approach and methodology to be used to accomplish the Scope of Services of this RFP. The Methodology Section should include: 1) An implementation plan that describes in detail (i) the methods, including controls by which your firm manages projects of the type sought by this RFP; (ii)methodology for soliciting and documenting views of internal and external stakeholders; (iii) and any other project management or implementation strategies or techniques that the respondent intends to employ in carrying out the work. 2) Detailed description of efforts your firm will undertake to achieve client satisfaction and to satisfy the requirements of the "Scope of Services" section. 3) Detailed project' schedule, identifying all tasks and deliverables to be performed, durations for each task, and overall time of completion. 4) Detailed description of specific tasks you will require from City staff. Explain what the respective roles of City staff and your staff would be to complete the tasks specified in the scope of services. 4 D. Staffing Provide'a list of individual(s) who will be working on this project and indicate the functions that each will perform. Include a resume for each designated individual. Upon award and during the contract period, if the contractor chooses to assign different personnel to the project,the Contractor must submit their names and qualifications including information listed above to the City for approval before they begin work. E. Qualifications The information requested in this section should describe the qualifications of the firm, key staff and sub-contractors performing projects within the past five years that are similar in size and scope to demonstrate competence to perform these services. Information shall include: 1) Names of :key staff that participated on named projects and their specific responsibilities with respect to this Scope of Work. 2) A summary of the your firm's demonstrated capability, including length of time that your firm has provided the services being requested in this Request for Proposal. 3) Provide at least five references that received similar services from your firm. The City of Huntington Beach reserves the right to contact any of the organizations or individuals listed. Information provided shall include: a) Client Name b) Project Description c) Project start and end dates d) Client project manager name and telephone number F. Fee Proposal Provide a not-to-exceed fee proposal ,for each study area, inclusive of hourly consulting services and any reimbursable costs. Please provide a chart listing each task indicated in the scope of work and the associated the costs. 5. PROCESS FOR SUBMITTING PROPOSALS ♦ Content of Proposal The proposal must be submitted using the format as indicated in the proposal format guidelines. ♦ Preparation of Proposal Each proposal shall be prepared simply and economically, avoiding the use of elaborate promotional material beyond those sufficient to provide a complete, accurate and reliable presentation. ♦ Number of Proposals Submit six(6) copies of your proposal in sufficient detail to allow for thorough evaluation and comparative analysis. 5 Submission of Proposals Complete written proposals must be submitted in sealed envelopes to: Janet Lockhart, Senior Administrative Analyst City of Huntington Beach Finance Department-Purchasing 2000 Main Street Huntington Beach, CA 92648-2702 RE: Economic Revitalization Strategic Plan Beach Boulevard Corridor and Edinger Corridor and received no later than 4:00 p.m. (P.S.T) on October 9, 2006. Proposals will not be accepted after this deadline. Faxed or e-mailed proposals will not be accepted. ♦' Inquiries; Questions about this RFP must be directed in writing, via e-mail to: Janet Lockhart, Senior Administrative Analyst jlockhart@surfcity-hb.org From the date .that this RFP is issued until a firm is selected and the selection is announced, firms are not allowed to communicate for any reason with any City employee other than the contracting officer listed above regarding this RFP, except during the pre- proposal conference. The City reserves the right to reject any proposal for violation of this provision. No questions other than written will be accepted, and no response other than written will be binding upon the City. ♦ Conditions for Proposal Acceptance This RFP does not commit the City to award a contract or to pay any costs incurred for any services. The City, at its sole discretion, reserves the right to accept or reject any or all proposals received as a result of this RFP, to negotiate with any qualified source, or to cancel this RFP in part or in its entirety. All proposals will become the property of the City of Huntington Beach, USA.' If any proprietary information-is contained in the proposal, it should be clearly'identified. 6. EVALUATION CRITERIA The City's consultant evaluation and selection process is based upon Qualifications Based Selection(QBS)for professional services. The City of Huntington Beach may use some or all of the following criteria in its evaluation and comparison of proposals submitted. The criteria listed are not necessarily an all-inclusive list. The order in which they appear is not intended to indicate their relative importance: A. Compliance with RFP requirements B. Understanding of the project C. Recent experience in conducting similar scope, complexity, and magnitude for other public agencies. D. Educational background,work experience,and directly related consulting experiences E. Price F. References 6 The City may also contact and evaluate the proposer's and subcontractor's references; contact any proposer to clarify any response; contact any current users of a proposer's services;solicit information from any available source concerning any aspect of a proposal; and seek and review any other information deemed pertinent to the evaluation process. The evaluation committee shall not be obligated to accept the lowest priced proposal, but shall make an award in the best interests of the City. After written proposals have been reviewed, discussions with prospective firms may or may not be required. If scheduled, the oral interview will be a question/answer format for the purpose of clarifying the intent of any portions of the proposal. The individual from your firm that will be directly responsible for carrying out the contract, if awarded, should be present at the oral interview. A Notification of Intent to Award may be sent to the vendor selected. Award is contingent upon the successful negotiation of final contract terms. Negotiations shall be confidential and not subject to disclosure to competing vendors unless an agreement is reached. If contract negotiations cannot be concluded successfully, the City may negotiate a contract with the next highest scoring vendor or withdraw the RFP. 7. STANDARD TERMS AND CONDITIONS ♦ Amendments The City reserves the right to amend this RFP prior to the proposal due date. All amendments and additional information will be posted to the Huntington Beach Procurement Registry, Huntington Beach - Official City Web Site - Business - Bids &RFP's proposers should check this web page daily for new information. ♦ Cost for Preparing Proposal The cost for developing the proposal is the sole responsibility of the proposer. All proposals submitted become the property of the City. ♦ Contract Discussions Prior to award, the apparent successful firm may be required to enter into discussions with the City to resolve any contractual differences. These discussions are to be finalized and all exceptions resolved within one (1) week from notification. If no resolution is reached, the proposal may be rejected and discussions will be initiated with the second highest scoring firm. A sample agreement is linked to this Request for Proposal in the City web site. ♦ Confidentiality Requirements The staff members assigned to this project may be required to sign a departmental non-disclosure statement. Proposals are subject to the Freedom Information Act. The City cannot protect proprietary data submitted in proposals. ♦ Financial Information The City is concerned about proposers' financial capability to perform, therefore, may ask you to provide sufficient data to allow for an evaluation of your firm's financial capabilities. ♦ Insurance Requirements Within ten (10) consecutive calendar-days of award of contract, successful proposer must furnish the City with the Certificates of Insurance proving coverage as specified in Appendix A naming the City of Huntington Beach and its Redevelopment Agency, its officers and agents, Additional Insured by endorsement. Failure to furnish the required certificates within the time allowed will result in forfeiture of the Proposal Security. The City strongly encourages all bidders to review the Sample Agreement and Insurance Requirements before responding to the Request for Proposal. Notify the City of any exception to the requirements. 8 Proposal City of Huntington Beach Economic Consulting Services Beach Boulevard Edinger Corridor Economic Development Revitalization Strategy Tierra West Advisors, LLC Real Estate and Redevelopment Consultants Contact: Contact: Tim Mulrenan John N.Yonai Tierra West Advisors,LLC Tierra West Advisors,LLC 168 Annandale Rd., 168 Annandale Rd. Pasadena, CA 91105 Pasadena, CA 91105 Phoney(714) 377-1555 Phone: (626) 665-1224 Fax: (714) 377-1554 Fax:,(626) 796-5488 Email: tmulrenan@tierrawestadvisors.com Email: jyonai@tierrawestadvisors.com Tierra West Advisors, LLC Real Estate and Redevelopment Consultants October 9,2006 Ms.Janet Lockhart,Senior Administrative Analyst CITY OF HUNTINGTON BEACH Finance Department-Purchasing 2000 Main Street Huntington Beach,California 92648-2702 RE:- Economic Revitalization Strategic Plan Beach Boulevard Corridor and Edinger Corridor' Dear Ms.Lockhart: Tierra West Advisors,LLC('Tierra West")welcomes the opportunity to submit the following proposal pursuant to the Request for Proposals(RFP) dated September 18, 2006. Tierra West is pleased to provide a team approach to the development of an Economic Development Revitalization Strategic Plan for the City of Huntington Beach ("City"). The Principals of Tierra West have provided real estate, redevelopment, management, financial and economic consultant services to both public agencies and private participants in the community development process and combine for over 140 years of experience. Tierra West has served in this capacity for other public agencies and have prepared or advised on Disposition and Development Agreements (DDA), Owner Participation Agreements (OPA) Summary Reports and Reuse Analyses required under Health& Safety Code section 33433, acquisition services, purchase agreements, promissory notes, covenants, regulatory agreements, and other transactional documents required for developments. A differentiating aspect of Tierra West's experience and capabilities is that its experience encompasses not only the appreciation of financial market, and regulatory aspects of economic development typical of many consultants,'but also includes the skills necessary to interact with developers, investors, and property owners to make a deal and document a transaction. This proposal contemplates a comprehensive`analysis of these two key corridors of the City, incorporating significant outreach to existing property owners, tenants, residents,potential investors,brokers, and City staff, to assure that recommendations incorporate the perspective and inclinations of these key stakeholders. In order to assure that recommendations are based upon dependable information on current market conditions,Tierra West has included the market analysis firm of Linda S. Congleton& Associates ("LSCA") as a subcontractor. "LSCA will undertake a thorough analysis of the existing market to assess the strengths and weaknesses of existing uses, including the car dealerships, and then prioritize and recommend strategies to bring the corridors up to date with current land use and development trends. Tierra West and LSCA anticipate a close working relationship with the City's planning consultant,Freedman,Tung, and Bottomley("FTB"), to assure a seamless joint effort for the City in advising on the update of these corridors. Once a kickoff meeting has been held to commence coordination of the respective tasks,LSCA will commence its market research efforts. The early commencement of the market research phase of the assignment will provide FTB the market based information that will be valuable in providing that firm a basis with which to develop densities, land use,traffic,layout,and other aspects of their work: ' Tierra West will in turn utilize the market analysis findings by LSCA,and the design parameters developed by FTB, to produce financial projections, or proformas,illustrating the costs, revenue, and financial returns investors would realize from undertaking the recommended project types. Investors' and property owners will only invest and upgrade the corridor properties if the changes the City implements will produce an attractive return on new capital. Through their relationships with developers and investors,Tierra and LSCA will solicit input from these parties as part of the outreach process to assure that, if the recommendations are implemented, investment capital will be forthcoming Ms. Janet Lockhart, Senior Administrative Analyst CITY OF HUNTINGTON BEACH October 9,2006 Page 2 An important consideration of Tierra West's proposal is that its project manager has lived in Huntington Beach for over 20 years and is a current resident. Tim Mulrenan has over 30 years of real estate investment experience, encompassing in excess of$0.75 billion in investments as a developer,broker,investor,contractor and consultant. Due to his residency, he is intimately aware of the City's appeal, as well as its shortcomings, as a place to invest capital. This familiarity will infuse the strategic plan with a pragmatism reflecting the unique Huntington Beach culture towards business along with an awareness of investor requirements. Mr.Mulrenan,as project manager,will manage the assignment from his home office located at 5821 Bellfield Lane, Huntington Beach, 92648. This location is approximately 10 minutes and 2 miles from City Hall, and approximately 15'minutes or 5 miles from the Beach Blvd.and Edinger Ave.corridors. This close proximity will allow Mr. Mulrenan to respond on short notice to requests for meetings within the City. Mike Garcia lives in the South Coast Metro area of Santa Ana,approximately 15`minutes from the.City,and can therefore also be responsive to requests for meetings; The proposal provides an estimate that the cost of the assignment will not exceed$141,230,based upon a time and materials billing at hourly rates included elsewhere in this proposal. This price proposal will remain valid for one hundred eighty(180)days from the date of this proposal. Finally, the Tierra West Strategic Plan will be a report that the City will be able to present to parties it wishes to attract to the corridors,_whether developers or merchants, that will provide assurance that the corridors`present an attractive investment opportunity on a larger scale. This assurance in turn will stimulate creative merchants and developers to do their own research to confirm niche opportunities within their respective market segments, and develop imaginative projects to capitalize on the market opportunity that Huntington Beach presents. We appreciate the opportunity to submit our qualifications, and look forward to the opportunity to assist the City with its initiatives to improve the community. Sincerely, TIERRA WEST ADVISORS,LLC Tim Mulrenan Principal Ms. Janet Lockhart,Senior Administrative Analyst CITY OF HUNTINGTON BEACH October 9,2006 Page 3 BACKGROUND&PROJECT SUMMARY-PROPOSED SCOPE OF SERVICES Tierra West is prepared to provide an Economic Development Revitalization Strategic Plan("Plan") for the Beach Boulevard and Edinger Avenue Corridors ("Corridors"). Tierra West is very familiar with the°historical development of the City,current development trends and proposals,and the relationship of the Corridors to the City as a whole based upon consulting services the team members assigned to the Project have provided to the City for over eight(8)years.'Tim Mulrenan will be leading the team for this assignment and is a 20+year resident of the City. The City developed principally as a bedroom community during the 1960's and 70's. At thattime the City did not effectively address the commercial development needs of their residents or the surrounding community that could provide for sufficient financial and economic benefits to the City by way of sales tax revenue. Recent big box development projects-(WalMart and Home Depot) and the repositioning of Huntington Beach Mallas a lifestyle center (The Bella Terra project) should strengthen the City's, sales tax revenue base and draw consumers from surrounding cities. Projects along the City's coast,such as the development of the Hyatt Regency,the Hilton Hotel development,and the redevelopment of the downtown area along Main Street, have assisted greatly in capitalizing on the City's potential for tourism revenue. The Corridors present a challenge for redevelopment. The City has benefited from increases in land value;however, along Beach Boulevard and portions of Edinger Avenue many of the lots are not sufficiently deep for current commercial standards. Older architecture, low floor area ratios, and 1-story wood frame construction present a challenge for prospective investors who are faced with demolition costs to provide buildings that meet accessibility standards and site layouts that are expected in current retail establishments` (sufficient space for parking and convenient ingress/egress of delivery vehicles). Specifically along Beach Boulevard the number of auto dealerships presents a challenge for the City because these uses provide a good base for sales tax revenue, but can be an inefficient land use based on the amount of land required for these uses given the desire to intensify uses: Tierra West's services will lead to the development of a Plan that will accomplish the following: 1. Synthesize the opinions of community stakeholders with the realities of the current market and the potential for market growth along the Corridors. 2. Identify infrastructure and public facility deficiencies in the Corridors.` 3. identify revenue sources that will aid in the implementation of projects vital to the revitalization of the Corridors 4. Recommend changes in land use patterns that can assist with economic growth in the Corridors. 5. Develop strategies that tie the economic analysis for the Corridors together with the City's current and future'economic outlook. METHODOLOGY Tierra West proposes to manage'this project through the assignment of principal of the firm and a director in order to provide experienced'staff to interface with City staff. The Principal and Director will ensure that communication with City staff is properly conveyed to other Tierra West team members. After an initial scoping meeting with City staff and representatives of Freedman,Tung&Bottomley(``FTB"),Tierra West will confirm a schedule with FTB and City Staff that will outline all important meetings,project team responsibilities, and assignment deadlines to allow City staff the opportunity to address any issues with the proposed schedule at the beginning of the Project.- Tierra West proposes to attend community meetings organized by FTB and City staff to ascertain the opinions of stakeholders. Tierra West views the community meetings to be vital to the success of the Plan and the implementation of future economic revitalization activities along the Corridors. Ms. Janet Lockhart, Senior Administrative Analyst CITY OF HUNTINGTON BEACH October 9,2006 Page 4 Implementation Plan Tierra West's principal and project manager assigned to the project will be the direct client contact, assuring clear communication,scheduling,assigning work,and supervising the work product. The client may contact any member of the Tierra West team,but through informal meetings and communications the Principal and Project Manager facilitates 2-way communications, assuring all members of the team stay focused on the same goals. Tierra West's current technology is to utilize the Microsoft Outlook software to set up meetings, assign tasks,and keep track of progress and milestones. Tierra West's methodology for soliciting and documenting views of internal and external stakeholders is,whenever possible, to be personally present or communicating with the stakeholder so there is less reliance on secondhand information. Through direct contact Tierra West staff can be assured of getting views unfiltered by the perspectives or prejudices of intermediaries who may, either consciously or unconsciously, relay views inaccurately. Communications are reduced to notes and correspondence, either electronically in the form of electronic mail, or notes to files,that are stored digitally in a project directory file for later retrieval. Tierra West views the contact with the stakeholders and solicitation of views,perspectives, and initiatives, as a critical part of this assignment. No matter how good a recommendation is, if it does not have the support of the stakeholders, it will not be successful. The input from the stakeholders will have a strong impact upon the recommendations, by creating either more ambitious development initiatives or more conservative, but realistic, programs. The work plan of the Tierra West team consists of the following tasks undertaken by the indicated team members: PROJECT TEAM PARTICIPATION Task l Attend Kickoff meeting with City staff and FTB Principals of Tierra West and LSCA will attend a kickoff meeting with City staff and FTB to • Refine the scope of the work • Coordinate schedules and tasks • Discuss the goals of the combined assignments between FTB&the Tierra West team. Task 2 Tierra West will Organize,and Direct Meetings and Workshops with Stakeholders, • Parallel to Task 1 of the market analysis,Tierra West will commence outreach to stakeholders to bring the community into the process and take advantage of the opinions and resources of key participants. • Tierra West will also survey the corridors,identifying viable existing projects that will be expected to continue to prosper,as well as areas that will be targeted for new investment. • Tierra West will also attend meetings and workshops organized by FTB with stakeholders, and the community at large to gauge initial response to plans to upgrade the corridors. • Tierra-West & LSCA will contact the Beach Blvd. car dealers to invite their suggestions and recommendations,with the intent of integrating these uses into the overall revitalization strategy, and improving their competitive position. REAL ESTATE MARKET ANALYSIS Once the kickoff meeting with FTB and City Staff has been held,the Tierra West team will commence the market analysis portion of the assignment. Tierra West will be working with sub consultant LSCA,to undertake the Real' Estate Market Analysis portion of the assignment. LSCA is an experienced market consulting firm that is located in Orange County and has been providing real estate market analysis services for over 20 years_'A more detailed description of the background,experience,and capabilities of LSCA is attached as an exhibit to this proposal. Ms. Janet Lockhart,Senior Administrative Analyst CITY OF HUNTINGTON BEACH October 9,2006 Page 5 Tierra West Advisors' sub-consultant,LSCA,will conduct a real estate market analysis for each corridor,and assist the team in developing market-based, short- and long-term economic andimplementation strategies. Formed in 1984,LSCA brings over 20 years of commercial/mixed-use experience to this assignment. Redevelopment mixed- use consultation is one of the company's key focuses,with City-clients using the company's background to assist them in determining market-based strategies that are appealing to private sector developers. Similar assignments to the Beach Boulevard/Edinger Corridor include: • Downtown Redevelopment Study(waterfront corridor or"Heart of the City") Study for the City of Redondo Beach;working with Freedman Tung&Bottomley(responsible for the City's Downtown Specific Plan). ■ Retail Redevelopment Study for Balboa Peninsula and Pacific Coast Highway for the City of Newport Beach. ■ Reseda/Canoga Park/Winnetka Redevelopment Project Study for six blocks along Sherman Way,eight blocks on Reseda Boulevard and two blocks on Saticoy Street and Sherman Way for the Community Redevelopment Agency of Los Angeles. LSCA has also been retained for about four years by the Sparks Redevelopment Agency (near Reno, Nevada) as their real estate consultant responsible for market research;mixed-use recommendations;creation of the mixed-use site plan with the planning/architectural firm of RTKL; developer negotiation assistance; participation in the selection committee that chose The Trammell Crow Company as developer; and on-going implementation consultation. Named Victorian Square,the master plan jointly developed by LSCA and RTKL was awarded a Gold Nugget Merit Award at the 2006 Pacific Coast Builders Conference. An outline of the tasks that will be undertaken by the Tierra West/LSCA team for the Real Estate Market Analysis, and the relative costs,follows: Task l—Corridor Market Analysis&Economic Data Study A market analysis and economic data review of the Beach Boulevard and Edinger Corridors will be prepared based on over 20 years of collective experience with commercial/mixed-use developments. Work conducted as part of this market analysis and economic`review will include a detailed in-field and economic data analysis of the Beach Boulevard and Edinger Corridor existing businesses,including the following: ■ Identification of'strengths and weaknesses of the Corridors with respect to the most state-of-the art commercial/retail and mixed-use industry trends. Identification of strong shopping/commercial centers or uses that are thriving and should be retained as part of the long-term plan. ■ Identification of weak, struggling or under-performing commercial/retail uses that are not likely to survive over the long-term and are likely to further deteriorate in appearance and retail sales (and retail sales tax) potential. Identification of modest or marginal commercial operations. Identification of commercial uses that are not located in optimal locations,but are successful businesses generating successful retail sales. ■ Review of City's taxable sales,property tax data and other financial records from businesses within the Corridors and proximate to the study areas,to assess the stronger and weaker retail operations that exist in the Corridors. In addition,this analysis will be used to determine which operations may be under-performing and may not likely survive along the Corridors over along-term horizon. ■ Analyze the regional competitiveness of the car dealers along Beach Boulevard and consider how these retailers may be integrated into future new development along that Corridor: ■ Prepare a rental rate analysis of major existing commercial nodes or centers in the Corridors to determine the commercial health and vitality of the areas. Provide an overview of what these rental rates mean in a broad County-wide context in terms of long-term economic vitality. Ms. Janet Lockhart,Senior Administrative Analyst CITY OF HUNTINGTON BEACH October 9,2006 Page 6' ■ Provide assistance to Freedman Tung &Bottomley in preparing a map or set of maps outlining the existing commercial and economic conditions currently existing along the Corridors in terms of identification of market-based and economic strengths and weaknesses. ■ Identify near-term and long-term sites that are excellent opportunities for renewal and renovation based on the economic and market-based analysis conducted above. Determine which sites are the most likely to be opportunities for short-term, mixed-use revitalization based on the economic analysis of existing businesses. Analyze and review current development proposals to determine whether those proposals have strong,market- based potential for thriving in the Corridors; ■ -Prepare exhibits highlighting our market-based and economic findings concerning the Corridor businesses in terms of strengths,weaknesses and opportunities: ■ Participate in three meetings, including a kick-off meeting, an interim meeting with Freedman Tung & Bottomley and apresentation meeting. Task 2 Prioritization&Recommendations-Market Analysis Task 2-will emphasize prioritization of site-specific opportunities for economic revitalization,and will recommend specific types of uses, including consideration of mixed-use residential. Pricing and feasibility analysis will be conducted in terms of market prices,rents and overall regional development costs. Moreover,industry-wide trends with respect to mixed-use projects will be highlighted in terms of types and products that are likely to succeed along the Corridors. Additional tasks will include: ■ Determination of mixed-use residential products,including pricing ranges. • Demonstration of financial feasibility,including examples. ■ Determination of the customer segments likely to be attracted to the new mixed-use products. ■ Preparation of exhibits highlighting recommended products,recommended sites and priorities. ■ Work with Freedman Tung&Bottomley with respect to product types,timing and development programs. ■ Participate in two meetings,including one presentation meeting. Task 3 LCSA Final Report&Presentation Task 3 will include the preparation of a final executive summary report with supporting exhibits that incorporates the work conducted above. LSCA will participate in a final presentation to the City upon completion of the work. This report and exhibits will be incorporated into the final Tierra West Report. Total cost for the LSCA services is $60,000. ECONOMIC STRATEGY Task I Baseline Economic Study • Tierra West will be undertaking an analysis of current economic conditions of the respective corridors parallel to LSCA efforts while undertaking the market analysis. Information developed by Tierra West will include o Current assessed values, o 'Property tax payments, o Sales tax revenue to the City,insofar as this can be isolated to the target properties. • Much of this information will complement and corroborate the efforts and information developed under the market analysis tasks. Ms. Janet Lockhart, Senior Administrative Analyst CITY OF HUNTINGTON BEACH October 9,2006 Page 7 Task 2 Tierra West will identify pending development proposals and facilitate • Development proposals within the corridors will be identified and prioritized • Tierra West will have discussions with the project proponents to determine goals, scheduling requirements;project hurdles(lease or financing commitments),and challenges or gaps. • Tierra West will facilitate FTB's attention to these proposals to incorporate them as part of their planning work,and seek to encourage City planning"fast track"processing of these proposals. • Tierra West will incorporate these fast track proposals into its own strategic plan,and incorporate the developer projections into its own sample proformas to illustrate the feasibility of alternative design concepts. Task 3 Tierra West will Develop Financial Projections and Pro Formas Illustrating the Costs, Revenues,and Returns on Investment for New Capital • Familiarize stakeholders with actual costs, revenues, and return on investment for alternative development models. ' • Proformas will utilize the current market conditions identified in the LSCA analysis identified under item no.2,the market analysis,identified above. • The proformas will indicate that the proposed development models will provide a better return on capital than current conditions. • Tierra's projections will include estimated fiscal revenue impacts to the City. Task 4 Identify Funding Strategies Tierra West staff is experienced in public sector financing,having projected revenue to fund tax allocation `bonds, and acted as fiscal consultant in many bond issues. Tierra West will draw on this experience to consider potential funding sources to finance corridor improvements. • Tierra West will analyze potential funding structures for public sector investment. Potential structures may include o Business Improvement; Districts ("BID"s), whereby property owners and/or tenants voluntarily agree to participate in a non-profit association that will finance upgrades to specific sections of the respective corridors. o Community Facilities Districts or Mello-Roos Bonds, whereby property owners allow their properties to be assessed for taxes to pay off bonds that will be issued to pay for public infrastructure improvements_ This structure in all likelihood is a low probability technique, since the property owners will likely resist voluntarily raising their taxes unless a-significant, immediate,personal benefit can be demonstrated. o Potential funding from the State Highway funds as part of the upgrade of State Highway 39 (Beach Blvd). o " County and regional mass transit agencies will be contacted for information on upcoming projects`along the corridors that can be leveraged as part of the investment in the corridor upgrades. o City Public works funds that may be available. o Potential redevelopment tax allocation bonds. However,;Insofar as very little of the area of the respective corridors are in a redevelopment area,this source of funds may not be feasible. • Tierra West will consider private sector financing: Ms.Janet Lockhart, Senior Administrative Analyst CITY OF HUNTINGTON BEACH October 9,2006 Page 8 o Tierra West will contact local banks and financiers to confirm current rates and terms for construction and permanent financing. o Developers and equity investors will be contacted to confirm returns on equity demanded by investors in the current environment. o The debt and equity costs identified above will be considered as part of the proforma tasks undertaken under task 3 above to identify incremental revenue that can be used to finance area wide infrastructure and improvements. Task 5 Develop Strategies • Taking the findings of the tasks outlined above into consideration, Tierra West will develop strategies for stimulating investment in the Beach Boulevard and Edinger Avenue corridors. • As part of its continuing outreach efforts,Tierra West will share these strategies with key stakeholders, including City staff,City leaders,developers,investors,owners,and tenants. Tierra West will consider the response from these stakeholders to refine the strategies • Tierra West will develop preliminary promotional concepts for making the investment community aware of the opportunities the corridors present. • Tierra West will solicit preliminary interest from developers and investors with specific skills in the products, land,uses, and densities being developed for the revitalization strategy to determine their interest,and utilize their response to further refine the strategy. Task 6 Prepare Report Presenting the Revitalization Strategy • Tierra West will prepare a draft report for review by City Staff presenting the preliminary findings and recommendation for the economic strategy. The report will include the market research findings of LSCA identified under the Real Estate Market Analysis tasks described above. • Once preliminary results have been reviewed in a draft format with City staff,the final report will be prepared and,if required by City staff, presented to the public and City Council in a public hearing including_a Power Point presentation. Electronic versions of the report and Power Point will be provided to staff for future use and distribution on the City Website. Total cost for Tierra West's services for tasks 1 to 9 is$81,230. Combined between Tierra West and LSCA the assignment total is $141,230. Efforts to Assure Client Satisfaction Tierra West and LSCA will assure client satisfaction`by staying in contact with City staff, being accessible, and soliciting feedback along the way to assure the efforts and product are meeting the goals of the City. Tierra West's staff will coordinate closely with the City's planning consultant,FTB,to assure that the early information developed by LSCA is made available to FTB,which can than utilize this information as a basis for their own design efforts. In addition to the close contact with City staff and among the consultants,Tierra West will,to the extent allowed by existing City codes and requirements,manage the project from the Huntington Beach home office of Principal Tim Mulrenan. Mr. Mulrenan lives at 5821 Bellfield Lane,Huntington Beach, which is 10 minutes and about 3 miles away from City Hall,and approximately 15 minutes and 5 miles away from the Beach Boulevard and Edinger Avenue corridors, This proximity will allow Mr.Mulrenan to respond on short notice to requests for meetings with City staff,property owners,residents,and merchants. Mr. Mulrenan currently works from his home office approximately 70%of the time and, although he does not take business visitors at his home office,will be available on short notice for meetings at public facilities within the City. Project Schedule Tierra West staff had previously,met with City staff and FTB as a follow up to the City's first Request For,Proposals ("RFP") on this project. At that meeting, FTB's schedule was discussed. It was felt that the economic'consultant (Tierra West) and the planning consultant(FTB) should coordinate their schedules to'assure continued economic Ms.Janet Lockhart, Senior Administrative Analyst CITY OF HUNTINGTON BEACH October 9,2006 Page 9 input to the planning assignment,which would provide for continued revisions to the plan as stakeholder input was received. Insofar as stakeholder opinions might change as a result of FTB and Tierra West feedback,particularly regarding project feasibility and land values, a longer schedule would provide the flexibility to revise the strategic plan as a result of the dialog with the stakeholders. Therefore Tierra West anticipates completing this assignment within 12 months from contract execution,depending upon the number of meetings,availability of stakeholders,and responsiveness of the outside parties contributing to the assignment. An estimate of the schedule and general tasks follows. Although this may not be as long as the full FTB schedule,which may be in excess of 2 years,it is longer than the approximately 12 weeks that Tierra West staff proposed in response to the first RFP. City of Huntington Beach Beach Boulevard&Edinger Avenue Corridor Economic Reviatalization Strategic Plan Schedule Time Frame Month 1 1 2 3 4 5 6 7 8 9 10 11 12 Estimated date Nov-06 Dec-06 Jan-07 Feb-07 Mar-07 A r-07 Ma -07 Jun-07 Jul-07 Au -07 Sep-07 Oct-07 Task Execute contract kick-off meeting Market analysis by LSCA MEW Analyze AV,taxable sales etc. Coordinate with FTB,City staff Public outreach&meetings_ Survey corridors,identify early projects Identify successful examples Prepare initial example proformas Consider integration of car dealers Provide funding strategies WAN NEW 011M - Develop strategies-financial,product 1st draft of final report Client review of draft Final Report Ms. Janet Lockhart,Senior Administrative Analyst CITY OF HUNTINGTON BEACH October 9,2006 Page 10 City Staff Tasks City staff will be important contributors and participants in this assignment by performing the following tasks: Coordinating and attending meetings and workshops with various stakeholders, Providing information required for the assignment,including information available to the City on • sales tax payments from existing businesses, • current and past development proposals, • fee schedules,infrastructure costs,proposed public works projects, •' funds available to pay for infrastructure improvements and other project enhancements • past studies and analyses in the City's possession,or available to the City, • permit fees,impact fees,other costs of development imposed by the City and others, • demographic information, and expected trends in population, income, ethnic makeup, and other characteristics of the City's population, • costs of providing services to residents and businesses,such as fire,police,community services,and other public services. Staff assistance will be required to identify existing costs on a per resident,per household, or per business basis as well as the incremental cost for providing services to new residents and businesses. In some instances,the information provided by the City may be used to verify information developed by Tierra West and LSCA from other sources. Providing contact information for parties to be included as part of the assignment, Providing feedback on recommendations and findings, Advising Tierra West on the political,financial, land use, and other possible aspects of the City environment that will impact the success of alternative initiatives. STAFFING Tierra West has assembled a highly qualified consultant team to provide the Agency with the required servicesand reports. The address for Tierra West is 168 Annandale Road, Pasadena, CA 91105 and the telephone number for Tim Mulrenan,Project Manager is(7'14)377-1555. Tierra West is assigning Tim Mulrenan and Mike Garcia to this assignment because of their experience and knowledge of the City. Mr.Garcia has assisted the City with previous acquisition projects and Mr. Mulrenan has provided Real Estate Economic Services to the City and is a 24 year resident of the City. John Yonai will remain the Principal in charge and attend meetings and work with the consultant team on a weekly basis. The Tierra West Advisors,LLC consultant team brings our clients a wealth of knowledge in program management services-not only from our collective years in providing consulting services,but also our first-hand experience in project management,development,and project design, John Yonai-Principal in Charge John Yonai, Principal, will be Principal in charge for this engagement. Mr. Yonai will coordinate Tierra West Advisors, LLC overall activities and direct the preparation of documents, attend meetings and formulate the proposed strategies. Mr. Yonai's recent program experience includes the Cities of Commerce, Bell Gardens, Huntington Beach,Los Angeles,Pittsburg,San Jacinto,Monterey Park,El Cajon,La Quinta,and Upland. Ms. Janet Lockhart, Senior Administrative Analyst CITY OF HUNTINGTON BEACH October 9,2006 Page 11 Timothy Mulrenan-Principal and Project Manager Mr. Mulrenan will assist with the market, real estate analysis,financial analysis, project management, direct the preparation of documents,attend meetings and;formulate the proposed strategies.Mr.Mulrenan has provided project management, market and real estate;analyses for the Cities of Arroyo Grande, Bell Gardens, Cathedral City, Commerce, County of Orange,Glendale,Los Angeles,Burbank, El Cajon, Fontana,Huntington Beach, Lawndale, and La Quinta. Jose Ometeotl-Director Mr. Ometeotl will provideplanning services coordination and advise for this assignment. Mr. Ometeotl has provided research, document preparation, schedule monitoring, data analysis, redevelopment consulting,developer negotiation and deal structuring for the cities of Azusa,Fontana, Lake Forest, San Jacinto and many other related projects. Mr.Ometeotl is bilingual in English and Spanish Michael Garcia—Director and Steve Soto Senior Associate Although Mr.,Garcia is a Director of the firm, for this assignment, Tierra West will bill Mr. Garcia's time as a Senior Associate in order to provide a more cost effective level of service. Mr. Garcia and Mr. Soto will provide data gathering, analysis,and assist in the daily project management activities for this engagement. Mr: Garcia and Mr. Soto have provided research, document preparation, schedule monitoring, and negotiations for other related projects. Mr.Garcia is bilingual and immediately available. Linda S. Congleton with the assistance of her staff and through her firm Linda S.Congleton Associates will provide market analysis services: Resumes of these key staff members are included in Exhibit B to this proposal., QUALIFICATIONS The following is a list of references from cities and redevelopment agencies that have commissioned the principals of Tierra West for assistance with housing developments,"acquisition services, project economics., DDA drafting/negotiations, Reuse Analyses and Summary Reports, loan agreements;-or other services relevant to the City's Request for Qualifications. Sample Proiects Recent comparable projects undertaken by the staff members of Tierra West Advisors LLC are as follows'. City of Cathedral City Project: Advise redevelopment agency on the redevelopment of downtown civic center area into a mixed use project,including hotels, housing, and retail space;'negotiate assistance with developer. Assigned Staff: Timothy Mulrenan Contact Person: Mr.Donald Bradley,City Manager Cathedral City,CA (760)770-0372 City of Commerce/Community Development Commission Project: Various economic development projects throughout the City. Assigned Staff: John Yonai,Timothy Mulrenan,and Michael Garcia Contact Person: Robert Zarrilli,Community Development Director Linda Oliveri,City Manager Commerce,CA (323)7224805 Ms.Janet Lockhart,Senior Administrative Analyst CITY OF HUNTINGTON BEACH October 9,2006 Page 12 City of Azusa Project: Advise redevelopment agency on multi-block redevelopment of downtown including for- sale residential,rcommercial/retail, live/work residential units,public parking, civic uses (library)and theatre. Assigned Staff: Jose Ometeotl,Timothy Mulrenan Contact Person: Bruce Coleman,Director of Economic&Community Development Azusa,CA (626)812-5236 City of Covina/Redevelopment Agency Project: Advise redevelopment agency on redevelopment of multi-block downtown area including commercial/retail and office,medical, residential uses and public parking to determine financial feasibility of private sector and public sector investment. Assigned Staff: John Yonai,Timothy Mulrenan,and Michael Garcia Contact Person: Mike Marquez,Community Development Director Paul Phillips,City Manager Covina,CA (626)858-7231 City of Bell Gardens Assigned Staff John Yonai,Timothy Mulrenan,Michael Garcia Contact Person: Gilbert Livas,Community Development Director John Omelas,City Manager Bell Gardens,CA (562)806-7725 City of Glendale/Redevelopment Agency Assigned Staff: John Yonai and Timothy,Mulrenan Contact Person: Madalyn Blake,Director of Housing George Chapjian,Director of Parks Peter Zovak,'Housing Development James Starbird,City Manager Glendale,CA (818)548'3706 City of Los Angeles/Community Redevelopment Agency-Urban Partners/USC project Project: Advise the redevelopment agency during the CEQA process on the financial feasibility of alterative development scenarios for a $150 million mixed use project including student housing and commercial/retail space adjoining the University of Southern California. Assigned Staff: John Yonai and Timothy Mulrenan Contact Person: Michelle Banks—Ordone Los Angeles,CA (323)290-2800 Ms.Janet Lockhart, Senior Administrative Analyst CITY OF HUNTINGTON BEACH October 9,2006 Page 13 FEE PROPOSAL Tierra West services will be provided on an on-call and a time and materials basis for a total cost estimated not to exceed$141,230. Cost will be dependent upon the amount and level of services required. Our fees will be charged in accordance with the following rate schedule, and each invoice would detail the project and services provided. Work will commence with authorization from the designated City staff. Classification Rate Principal/Director $175 Senior Associate $140 Associate/Acquisition Agent $115 Senior Analyst $ 95 Analyst $ 85 Research Assistant/Real Estate Technician $ 75 Word Processor $ 55 Clerical $ 40 Reimbursables Cost plus 10% Resumes,and respective licenses,of all assigned personnel follow in the exhibits to this letter_ Tierra West certifies that it has the required Commercial General Liability,Errors and Omissions and Workers' Compensation Insurances required for meeting City guidelines for consultants. A breakdown of the estimate of the cost broken down by the City's Scope.of Services and applied to the Beach Boulevard and Edinger Avenue Corridors follows. EXHIBIT A ALLOCATION OF ESTIMATED FEE SEE FOLLOWING PAGES EXHIBIT A Beach Blvd. Edinger Avenue Task No..Scope of Service Staff Hours -Rate Amount Subtotal amount Corridor Corridor PROJECT TEAM PARTICIPATION Principal.(JY) 2 175 '$350 Principal(TM) 6 175 $1,050 Be able to participate as part of an integrated team .Director(JO) - 0 175 $0. - - 1 consisting of community stakeholders,city staff,and Senior Associate(MG) 16 140 $2,240 planning firm FTB..For the short term,identify immediate Senior Analyst. 0 95: $0 opportunities Analyst(LS) 0 85 $0 Word Processor 0 55. $0 Subconsultant-LCA task 1 $2,000 $5,640 $3,948. $1,692. Principal" 60 175 $10,500 Director 0. 175. _.$0 Participate in the project team by attending community Senior Associate 30 175 $5,250 - 2 :workshops,study sessions,public hearings,and core Associate 0 140 $0 team meetings.This includes a half-day kick off meeting.Senior Analyst, 0 95 $0 with city staff and FTB to refine the scope of work. Analyst 0 85 $0.: . . Word Processor 0 55 $0 Subconsultant-LCA task 1 $2,000 $17,750 $12,425 $5,325 Principal 8 175 $1,400. Director 6- 175 $1,050 Senior Associate' 12 175 $2,100 - 3 Coordinate schedule and work flow with that of the Associate - 0 140 $0 planning firm. Senior Analyst 0 95 $0 Analyst 8 85 $680 Word.Processor 0 55 $0 Subconsultant LSCA Task 1 $1,000 $6,230 $4,361 $1,869 MARKET STUDY Prepare a market studyfor each corridor,including Principal 4 175 $700. - residential,commercial,and institutional uses. Include a Director 4 175 $700 discussion about current building.forms and industry Senior Associate .8: 175 $1,400 4. trends in terms of physical space. Include a fiscal analysis Associate 0 140 $0 of.multi-family(mixed use)housing to demonstrate how Senior Analyst 0 95 $0 residential could work on these two major streets. Provide Analyst 4 85 $340 preliminary information to planning firm FTB._ Word Processor 0 55: $0 Subconsultant LSCA Task 1 $21,000 $24,140 $16,898 $7,242 Perform necessary research,investigation,and Principal 16 175 $2,800 -documentation to develop an economic strategyfor Director 4 175 $700 revitalizing each study area within the broader citywide Senior Associate 24 175 $4,200 Associate 8 1 20 5 economics:.Incorporate current development proposals $ 7 95 into the strategy to expedite City consideration and Senior Analyst 8 95 $60. 80 approval of proposals and thereby encourage.new Analyst 8 85 $6$0 - -investment. Word Processor 0 55 $0 Subconsultant LSCA Task1 0 0 $3,000 $13,260 $9,282 $3,978 Principal 8 175 '$1,400 Director 0 175 $0 Review economic data including taxable sales,property Senior Associate 24 175 $4,200 6 tax data,and other financial records from businesses Associate 0 140 $0 - - within and proximate to the study areas to be analyzed Senior Analyst 8 95 $760 and summarized in the final report." Analyst 8 85 $680. -. Word Processor 4 55 $220.: Subconsultant LSCA Task 1 0 0 $4,000 $11,260 $7,882 '$3,378 Principal 10 175 $1,750 Director 2 175:: $350 Assist in prioritizing site-specific opportunities for economic Senior Associate 8 175 $1,400 7 revitalization,and recommend specific types of uses for Associate 0 140 $0 each:corridor and provide;sample pro-forma analysis for Senior Analyst 0. 95 $0 those uses. Analyst 4 85 $340 Word Processor 0 55 $0 Subconsultant LSCA Task1 $0 $3,840 ` $2,688 $1,152 EXHIBIT A Beach Blvd. Edinger Avenue Task No. Scope of Service. Staff Hours Rate Amount Subtotal amount Corridor Corridor ECONOMIC STRATEGY Principal 8. 175 $1,400 Analyze the feasibility of developing commercial(including.Director - 4 175. $700 retail and office)and institutional uses within a mixed use Senior Associate :16 175 $2,800 8 environment,including for-sale and for-rent housing. Associate 4 140 $560 Provide financial.projections of mixed use projects Senior Analyst 0` 95 `.$0 demonstrating'the financial feasibility at current market. Analyst 4 - 85. $340 prices,rents,and development costs. Word Processor 0 55 $0 Subconsultant LSCA Task2 0 $8,000 $13,800 $9,660 $4,140 Principal - 8 175.. $1,400' Provide a strategy for development along the corridors that Director 4 175 $700 allows for higher densities at high traffic intersections to Senior Associate 8. 175 $1,400 9 accommodate mixed-use development,as well as Associate 0 140 $0 compatible development between the intersections that Senior Analyst 0 95 $0 mitigates the impact upon lower density residential Analyst 6 85 $510 "adjoining the corridors. Word Processor. 0 55 $0 Subconsultant.LSCA Task 2 $4,000 $8.010 $5,607 $2,403 Principal. 4. 175 $700- Consider the regional competitiveness of the car Director 2 175 $350 dealerships along Beach Boulevard and provide Senior Associate 8 175 ' $1,400 10 recommendations on how to integrateth dealers into new Associate ,0 140- $0 development along Beach Blvd.while improving their Senior Analyst 0 95 $0 competitive position: Analyst 8 85 $680 Word Processor 0 55-- $0 Subconsultant LSCA Task1 0 $3,000 $6,130 $6,130- $0 - Principal 8 175 $1.,400 Director 4 175:' $700 Develop economic strategies including short-term and long Senior Associate 8 175 $1,400 - 11 term strategies;including possible incentives for private Associate - 0 140 $0 investment within the study areas. Senior Analyst 0 95 $0 Analyst 4 85. : $340 Word Processor 0 55 $0 SubconsultantLSCA Task2 $5,500 9340 $6,538 $2,802 Principal 8 175 $1,400 Director 4 175 $700 Senior Associate 16 175 $2,800 12 Provide for funding strategies to create or improve Associate 4.- 140 $560 Infrastructure within the study areas. Senior Analyst 0 95 $0 ..Analyst 6 85 $510 Word Processor 0 55 $0 - Subconsultant-LSCA 0 $0 '$5,970' $4,179 $1,791 Provide a final report for each study area that is copy Principal 8 175 $1,400 ready and prepared as an electronic document that can be Director 4 175 $700 posted on the City's website. The documents must be: Senior Associate 24 175 $4,200 Associate 0 1 0 13 electronically indexed and searchable in a Microsoft Word 80 format..AII reports,drawings,photographs,and - Seals Analyst 4 9 95 5 ,3360 % documents shall become the property of the.City of Analyst 16 '85 $12 Huntington Beach Word Processor24 55. $1,30 Subconsultant LSCA Task 3 $6,500 Jj5 860 $11,102 $4,758 Subtotal-Tierra West fees 538 $150.99 -$81,230 $57,800' $23,430 `Linda S.Congleton&Associates Fees 319 $188.09 $60,000 $42,900 $17,100 Total Fee estimate 857 $164.80 $141,230 $100,700 `-$40,530 EXHIBIT B RESUMES &BACKGROUND OF TEAM SEE FOLLOWING PAGES Tierra West Advisors,LLC-Principal 2006 John Yonal Provides project management and implementation services for a variety of real estate consulting services to both public and agencies EDUCATION and private industry. Program management services include coordination with client staff and supporting consulting services required in the real estate program process. Coordinates negotiation Graduate School of Management Real of all forms of real estate contracts, professional services for Estate engineering,title insurance,appraisals,escrow services,acquisition and Finance Certificate relocation services. Consulting engagements have included University of California,Los Angeles acquisition, disposition and development agreements, owner participation agreements and lender negotiations. Specializes in Bachelor of Science economic evaluation and feasibility analysis for retail commercial Business and Finance centers, office projects, hotel projects, industrial projects,and single Loyola-Marymount University and multifamily housing. Rosenow Spevacek Group `Principal—1990 to 2006 ProfessionadAffiliations Principal for 15 years. Established the real estate-program management group for the Rosenow Spevacek Group. 'Provided project management and implementation services for a variety of real Urban Land Institute (ULI) estate consulting services to public agencies. International Council of Shopping Center PacTel Properties-Director of Projects-1985 to 1990 Owners (ICSC) Directed all acquisitions, development, and portfolio management in National Association of Housing and Los Angeles, Orange, and Ventura Counties. Projects included raw Redevelopment Officials-So. California land development, development of commercial and industrial Chapter Instructor(NAHRO) product, office building rehabilitation, recreational properties, and multiple family housing developments. Responsibilities also included California Redevelopment Association- marketing of company services and leasing activity for the portfolio. Redevelopment Institute Instructor Acquired and developed over 1,500,000 square feet of building space (CRA) in excess of$250,000,000 in value. National Association of Corporate Real Tierra West Real Estate Consultants—Principal—1980 to 2006 Estate Executives Principal in charge of a multidisciplined professional real estate California Association of Realtors consulting group providing services to corporations and private (CAR) entities. Projects included corporate real estate planning and long- range projections. Asset management services for large commercial California Restaurant Association office projects, including financial and property management (CR.A) oversight; and coordinated negotiations to acquire property through purchase and by leasing. California Licensed Real Estate Broker Current Tierra West Advisors,LLC Principal-2006 Provides project management and implementation services for a variety T11220t12y` of real estate consulting services to both public and agencies and private J� industry. Program management services include coordination with client 1►l u��enan staff and supporting consulting services required in the real estate program process. Coordinates negotiation of all forms of real estate contracts,professional services for engineering,title insurance,appraisals, escrow services, acquisition services and relocation`services. Consulting engagements have included acquisition, disposition and development agreements, owner participation agreements and lender`negotiations. EDUCATION Specializes in economic evaluation and feasibility analysis for retail commercial centers,office projects,hotel projects,industrial projects,and single and multifamily housing. Bachelor of Arts Rosenow Spevacek Group—Director-1998 to 2006 Geology Rutgers University Advises public and private sector clients on negotiation assistance packages for affordable housing, hotel, and commercial developments. Master of Business Administration Acquires property for client development projects,structures financing, Concentration in Real Estate and and negotiates owner participation agreements and disposition and Entrepreneurial Ventures development agreements; Rutgers University Pacific Realty Investments—Principal—1990 to 2006 Provided acquisition, disposition, construction management, property ProfesslonalAfrWations development, and consulting services to public and private sector clients. Acquired and rehabilitated multifamily foreclosures,developed affordable housing projects, provided property management and property Urban Land Institute investment services. (ULI) PacTel Properties-Vice President—1984 to 1990 Set up and ran Southern California offices for commercial real estate investor. Developed raw land,office, and industrial projects worth over Professional Certifications $300 million. Negotiated partnership agreements, directed leasing and property management, acquired financing for all projects, put together Community Facilities District financing for a 500-acre`industrial park Licensed Real Estate Broker putting in area infrastructure serving 'company project as well as State of California surrounding development. Licensed General Contractor Pacific Bell-Real Estate Manager—1980 to 1984 State of California Negotiated all real estate transactions for regional telephone company in the Los Angeles area, supervising a property portfolio of over 5 million square feet. Negotiated major leases for parent AT&T including $60 million west coast headquarters requirement in downtown Los Angeles. San Val Development-Project Manager—1977'to 1984 Developed'shopping centers and office buildings for this Los Angeles based commercial developer. Managed all construction and coordinated tenant move-ins for Canyon Plaza Shopping Center and the Coast Federal Savings Building on Ventura Boulevard. Tierra West Advisors,LLC-Director-2006 ]�� Responsible for assisting' with redevelopment plan adoptions and lYllChil '1 Va_rL'la amendments, real estate services, implementation activities, bond issues, and:planning and scheduling project activities. Assignments include feasibility analysis,land use analysis, revenue projections,data analysis/gathering, database design/management, and document preparation. Mr.Garcia has worked in this capacity for the Cities of EDUCATION Pittsburg, Signature Properties, Huntington Beach, Bell Gardens, Burbank, Santa Ana, San Marcos, Rohnert Park, Port Hueneme, El Monte, La Quinta, Lawndale, Stockton, Riverside, San Gabriel,Santa Master of Public Administration Barbara,Fountain Valley and Lemon Grove. Concentration in Urban Planning Rosenow Spevacek Group—Senior Associate—1998 to 2006 and Management California State University,Fullerton Responsible for assisting with redevelopment plan adoptions and Bachelor of Arts amendments, real estate services, implementation activities, bond Political Science issues, and planning and scheduling project activities. Assignments University of California,Irvine include feasibility analysis, land use analysis, revenue projections, data analysis/gathering, database design/management, and document preparation. Mr. Garcia has worked in this capacity for the Cities of Council Member Burbank, Santa Ana, Bell Gardens, San Marcos, Rohnert Park, Port City of Santa Ana, CA Hueneme, El Monte, La Quinta,,Lawndale, Stockton, Riverside, San Gabriel,Santa Barbara,Fountain Valley and Lemon Grove. Current City of Santa Ana-Personnel Technician—1995 to 1998 Performed recruitment, selection, classification and compensation duties for City departments. Assisted in performing classification and compensation studies and reports, and completing salary and benefit surveys. Assisted in answering Equal Employment Opportunity Commission and Department of Fair Employment and Housing requests for information. Designed databases.for City programs and reporting requirements. Compiled information for employee grievance and discipline investigations. Analyzed and drafted language for employee Union provisions. Provided research assistance to other City departments for grant applications. City of Santa Ana-Senior Administration Intern—1993 to 1995 Assisted in business retention and attraction activities of companies for the City. Marketed the Enterprise Zone,Foreign Trade Zone and Fagade Improvement Rebate Program. Assisted in implementing the Santa Ana Enterprise Zone. Coordinated the Fagade Improvement Rebate Program for companies located in Redevelopment Project Areas. Conducted eligibility verification for the Job Training Partnership Act and the Targeted Jobs Tax Credit. Conducted surveys and presented findings. Tierra West Advisors,LLC—Director—2006 Responsible for assisting with redevelopment plan adoptions and Jose Ometeod amendments, real estate services, implementation activities, bond issues, and planning and scheduling project activities, Assignments include feasibility analysis,land use analysis,revenue projections, data EDUCATION analysis/gathering, database design/management, and document preparation. Mr. Ometeod has worked in this capacity for the Cities of Redlands, San Bernardino, Fontana, Cypress, Firebaugh, San Joaquin, Montclair, Azusa, Irwindale, Yucaipa Pleasant Hill, the Master of Planning County of Fresno and the Orange County Fire Authority. Specialization in Local Economic Development Rosenow Spevacek Group-Senior Associate—2004 to 2006 University of Southern California Primary responsibilities include supervision of the collection and Bachelor of Science evaluation of project related data,project management support,report Urban and Regional Planning preparation, increment revenue analysis, assisting in redevelopment Cornell University plan adoptions and amendments,field surveys and the formulation of public revenue projections. Additional duties include interfacing with clients, providing support to Principals,preparing agenda items for Professional AM- ations presentation to and approval by public bodies and agencies. Project experience includes: assistance with affordable housing project analysis for the cites of Arroyo Grande,Cypress and Glendale;project manager for inclusionary housing ordinance studies for the cities of American Planning Association San,Jacinto and Redlands.Plan adoption/amendments for the cities Southern California Planning Congress of Cypress,Firebaugh, Fontana, and Pleasant Hill and the County of San Bernardino. Pioneer Valley Planning Commission- Community Development Planner—2002 to 2004 Prepared,implemented,and managed municipal grant funded projects such as infrastructure improvements, social services, and housing rehabilitation and construction programs. Funds managed were from such sources as CDBG, HOME, National Trust for Historic Preservation,Rails to Trails and the EPA.Provided technical expertise in planning and development to municipalities within the region. Partnered, local, state and federal agencies to implement major infrastructure projects. City of Azusa Community Development Department— Intern — 2001 to 2002 Primary duties were to act as "counter planner for the Planning Division, coordinate development proposals and conduct field inspections of proposed projects. Drafted staff reports to the Planning Commission and City Council regarding various entitlement requests. Additional responsibilities included the preparation of Negative Declarations and Notices of Exemptions in compliance with CEQA. Tierra West Advisors,LLC,—Senior Associate—2006 Advising clients on economic development strategies, negotiating development agreements between redevelopment agencies and Steve Soto developers. Providing interim management services to public sector clients. EDUCATION Hopkins Real Estate Group-Director of Government Affairs -June 2005 to January 2006 Acquisition of property for the development of retail/affordable Western State University College of Law housing projects. Established and maintained communications with Bachelor of Science Law cities to find vacant or underutilized properties for development. Maintained communications with housing developers and inquire into Cerritos College the possibility of excess property for development of retail or Associate of Arts in Business Management affordable housing. Maintained a working relationship with the Community'Redevelopment Association (CRA) to keep abreast of all legislation that may affect development. Coordinated projects with ProfessionadAffl- ations development managers to ensure entitlement process is on schedule. Introduced an affordable housing component to the company. Co-Owner of Gold Key Realty - City of Westminster — Economic Development Director —2001 Garden`Grove,California to 2005 Current Negotiate and prepare all Disposition and Development Agreements (DDA). Retain and attract businesses into City. Worked with developers to process all entitlements for new construction. Visit businesses to ensure their retention in City.Supervise personnel.Make presentations to City Council/Agency Board`at public meetings. Meeting with credit tenants to attract them into City. Design and implement guidelines for commercial rehabilitation programs. Track sales tax generators to identify trends. Coordinate activities with City planning and building departments. Follow through on developer's entitlement process. City of Norco — Economic Development Coordinator - 1986 to 1988 Reviewed and analyzed all Development and Master Plan Proposals. Negotiated all exclusive rights for Disposition and Development Agreements (DDA) and Owner Participation Agreements (OPA). Responsible ,for all real estate transactions and land 'acquisition including the opening and monitoring and closing of all escrows with private property owners and developers. Reviewed all CC & R's and Title Reports. Represented_the City regarding its policies and projects to outside agencies. Assisted in preparation of the Redevelopment Budget. Tierra West Advisors,LLC—Analyst—2006 Assist in the development of impact reports and pro forma analysis; economic development plans.- Draft staff reports, resolutions, rdinances,public hearing notices, and all other related City, County, o Jesse Saucedo or special district documents. Office of Congresswoman Grace Napolitano EDUCATION Field Representative/Veterans Liaison—2004 2006 Represented Congresswoman at various community events, city council and school board meetings. Responsible for constituent University of Southern California,Los casework, 'including but not limited to local military veterans. Angeles Coordinated annual Military Academy Day and assisted in selection of Master of Public Administration,Candidate Congressional nominees. Established and maintain relationships with May 2008 district veterans and health advisory committees, elected officials, and other representatives from the public,private,and nonprofit sectors Boston University,College of Arts and Sciences,Boston,MA Office of California Secretary of State Kevin Shelley Bachelor of Arts in Political Science,May Field Representative/Voter Outreach Coordinator-2003-2004 2000 Organized and promoted the My Vote Counts initiative,a nonpartisan Boston University,International Institute, voter outreach effort to promote participation through community- Madrid,Spain based organizations,mass media and the Internet.Assisted counties in Madrid Internship Program,Fall 1999 identifying bilingual poll workers and the need for translation of Research Intern,BANCOMEXT(Commercial outreach materials. Office of Mexican Emba.r y) Congressional Hispanic Caucus Institute (CHCI) Programs Manager 2002-2003 Created and managed the training and development of the program participants in both the summer internship and fellowship programs. Prepared, reviewed and scored each application submitted in the selection of program participants. Served as primary mentor for thirty summer interns and twenty graduate student Fellows. Coordinated CHCI's Issues Conference'(attendance of 700 participants), Fiesta de Golf Charity Tournament (raised $200,000) and all other CHCI receptions; including managing thirty volunteers. Edited CHCI's Policy Recommendations — the byproduct of the Issues Conference providing formal public policy recommendations to Members of Congress; Office of Senator Edward M.Kennedy Legislative Intern 2000 Drafted residency correspondence for U.S. Ambassadors on behalf of constituency. Monitored constituent immigration case-work and interpreted for Spanish-speaking constituents. A S.CONGLETON&ASSOCIATES tegic Real Estate Retail Market Consultation&Research 31726 Rancho Viejo Road,Suite 108 San Juan Capistrano,CA 92675 (949)487-2000 FAX (949)487-2077 e-mail: lscongletonassoc@aol.com PROFESSIONAL QUALIFICATIONS LINDA S. CONGLETON, principal of LINDA S. CONGLETON & ASSOCIATES (LSCA), brings nearly 30 years of experience to company assignments. A graduate of the Stanford Graduate School of Business, she founded LSCA in 1984, specializing in strategic market-based retail real estate consulting. She is an active member of the Urban Land Institute, including serving for many years on ULI's Commercial/Retail Development Council. She has also served on numerous Urban Land Institute Advisory Panels and has spoken at ULI's major conferences. Ms. Congleton is also a member of the International Council of Shopping Centers. For several years, Ms. Congleton was the principal instructor at Urban Land Institute's'two- day multi-city shopping center development educational Workshops for experienced real estate professionals. She is a frequent speaker on major retail trends, on-street shopping district optimization strategies, shopping center investment market fundamentals and entertainment/dining and lifestyle center topics. She has been an instructor at UC Irvine's Graduate School of Urban & Regional Planning and UCLA's business extension program. Her expert witness work has included numerous litigation and arbitration hearing assignnients. LSCA is committed to using sophisticated market research techniques that,produce realistic and workable solutions for clients. We are noted for insightful analysis, straightforward presentations, creative implementation strategies and customized client products. Our approach is designed to provide clients with the effective tools to maximize their economic goals. Linda S. Congleton & Associates REPRESENTATIVE CLIENTS'- Aetna Realty Investors,Inc.; San Jose,California Anthem By Del Webb;Anthem,Arizona Arvida;Boca Raton,Florida Associated Wholesale Grocers,Inc.;Kansas City,Kansas Bank of California;Newport Beach,California Bedford Properties,Inc.;Lafayette,California Boston Properties; San Francisco,California California State University, Channel Islands East Campus Catellus Development Corporation;San Francisco,California Chicago Pizza&Brewery,Inc.;Huntington Beach,California Cities of Anaheim,Akron,Dallas,Huntington Beach,Huntington Park,Long Beach, Los Angeles,Norwalk,Oceanside,Pasadena,Redondo Beach,San Jose,San Juan Capistrano, San Leandro,San Marino,Signal Hill,W.Covina,Yorba Linda Disney Development Company;Burbank,California Embarcadero'Center`(Pacific Property Services); San Francisco,California ERE Yarmouth; San Francisco,California Harsch Investment Properties,Inc.;San Francisco,California Forest City Development;Cleveland,Ohio Hyatt Development Corporation;Chicago,Illinois Imperial Bank;Inglewood,California The Irvine Company;,Irvine,California Kajima Corporation;Minneapolis,Minnesota Koll Development Company(Malaysia);Kuala Lumpur,Malaysia KRAVCO Company;King of Prussia,Pennsylvania KSL Development Corporation;La Quinta,California Lend Lease Development(U.S.),Inc.;Los Angeles,California Lucasfilm;Nicasio,California Maguire Thomas Partners;Los Angeles&Santa Monica,California Markborough Texas,Inc.;Houston,Texas Maui Land&Pineapple Company,Inc.;Kahului,Maui,Hawaii MCA;Burbank,California McDonald's Corporation;Woodland Hills,California ' Mellon/McMahan; San Francisco,California Melvin Simon&Associates,Inc.;Indianapolis,Indiana Moor+South;Highland Park,Illinois Northwestern Mutual Life;Los Angeles,California Newhall Land&Farming Company;'Valencia,California The Robert Mayer Corporation;Newport Beach,California RREEF;San Francisco,California Seaside Community Development;Seaside,Florida Signature Properties;Pleasanton,California Shapell Industries,Inc.;Beverly Hills,CA Silver Dollar City,Inc.;Branson,Missouri State Teacher's Retirement System of Ohio;Columbus,,Ohio Sumitomo Realty&Development Ca.,Inc.;Laguna Hills,California Tokyu Department Store;Tokyo,Japan Trammel Crow Company;Los Angeles,California TrizecHahn Corporation;Toronto,Canada&San Diego,California The Viera Company;Viera,Florida Urban Retail Properties Company;Chicago,Illinois Watt Commercial Properties; Santa Monica,California Western Development Corporation;Washington,D.C. RCA ROUTING SHEET INITIATING DEPARTMENT: Economic Development SUBJECT: Professional Services Agreements with Teirra West Advisors,;LLC for Beach Boulevard/Edinger Corridor Stud COUNCIL MEETING DATE: December 18, 2006 RCA ATTACHMENTS STATUS Ordinance (w/exhibits & legislative draft if applicable) Attached El Not Applicable Resolution (w/exhibits & legislative draft if applicable) Attached ❑ Not Applicable Tract Map, Location Map and/or other Exhibits Attached` Not Applicable Contract/Agreement w/exhibits if applicable) Attached El ( pp ) Not Applicable ❑ (Signed in full by the City Attorney) Attached ❑ Subleases, Third 'Party Agreements, etc. Not Applicable E (Approved as to form by City Attorney Certificates of Insurance (Approved b the City Attorne Attached ( Inh Y Y Y) Not.Applicable ❑ / Attached Fiscal Impact Statement (Unbudget, over $5,000) Not Applicable BondsIf applicable) Attached ❑ ( pp ) Not Applicable Attached Staff Report (If applicable) Not Applicable Commission, Board or Committee Re ort If applicable Attached. p ( pp ) Not Applicable: s/Conditions for Approval and/or Denial Attached ElFindin g pp Not Applicable EXPLANATION FOR MISSING ATTACHMENTS REVIEWED RETURNED FORVXARDJED Administrative Staff Assistant City Administrator(Initial) ( ) City Administrator (Initial) ( ) ( ) City Clerk EXPLANATION FOR RETURN OF ITEM: Only)(Below Space For City Clerk's Use RCA Author: D. Powell CITY OF HUNTINGTON BEACH 2000 MAIN STREET CALIFORNIA 92648 OFFICE OF THE CITY CLERK JOAN L. FLYNN CITY CLERK December 27, 2006 John Yonai Tierra West Advisors, LLC 168 Annadale Road Pasadena, CA 91105 Dear Mr. Yonai: Enclosed for your records is an original Professional Services Contract Between the Redevelopment Agency of the City of Huntington Beach and Tierra West Advisors, LLC for Preparation of an Economic Revitalization Plan for the Beach Boulevard and Edinger Corridors. Sincerely, Joan L. Flynn City Clerk JF:pe Enclosure: Agreement G:foIIowup:agrmtltr I Telephone:714536-5227