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Res No 154-18-15187RESOLUTION NO: 154-18-15187 A Resolution authorizing the City Manager to amend the professional services agreement with Calvin Giordano & Associates, Inc. for additional professional services related to the "Comprehensive Plan and Land Development Code Revision". WHEREAS, the City of South Miami entered into a contract with Calvin Giordano & Associates, Inc. (CGA) in 2016 for professional services related to the updating of the Comprehensive Plan and Land Development Code; and WHEREAS, the Mayor and City Commission have expressed an interest in additional amendments to the Comprehensive Plan and Land Development Code related to increasing the allowable density and intensity of the multi-family categories; and WHEREAS, staff recommends the agreement be further amended to add a market assessment .component to ensure that the proposed intensities and densities are in line with realistic expectations for the redevelopment potential and that such increases do not trigger a need for further analysis on capacity increases in services; and WHEREAS, this initiative was not identified in the Request for Proposals (RFP) that resulted in the contract with CGA in 2016, but the knowledge, experience and services required . by these amendments are comparable to those called for in the RFP; and WHEREAS, the funds to support this engagement are available in the annual fiscal year budget (account 001-1620-524-3450 which, has a current balance of $31,438 and will receive a transfer of $25,000 from account number 001-1770-519-1210, Public Works Office of the Director Regular Salaries, bringing the total balance to $56,438. NOW THEREFORE BE IT RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA; ____________ ----is!!;e;!,ctc!!~!!!!!~1..---.Ihe...Dty-ManageLis-be[eb.y-autbQ[ized_tO-amend_tbee--- professional services agreement with Calvin Giordano & Associates, Inc. for additional services related to updating the Comprehensive plan and Land Development Code for the amount of $40,620, which will be charged to 001-1620-524-3450; the account has a current balance of $31,438 and will receive a transfer of $25,000 from account number 001-1770-519-1210, Public Works Office of the Director Regular Salaries, bringing the total balance to $56,438. Section 2. Severability. If any section, clause, sentence, or phrase of this resolution is for any reason held invalid or unconstitutional by a court of competent jurisdiction, this holding shall not affect the validity of the remaining portions of this resolution. Section 3. Effective Date: This resolution shall take effect immediately upon enactment. PASSED AND ADOPTED this 21" day of August. 2018. Page 1 of2 Res. No. 154-18-15187 ATTEST: APPROVED: COMMISSION VOTE: 5-0 Mayor Stoddard: Yea Vice Mayor Harris: Yea Commissioner Gil: Yea Commissioner Liebman: Yea Commissioner Welsh: Yea Page 2 of2 City Commission Agenda Item Report Meeting Date: August 21,2018 Submitted by: Jane Tompkins Submitting Department: Planning & Zoning Department Item Type: Resolution Agenda Section RESOLUTION(S) Subject: Agenda Hem No:9. A Resolution authorizing the City Manager to amend the professional services agreement with Calvin Giordano & Associates, Inc. for additional professional services related to the "Comprehensive Plan and Land Development Code Revision". 3/5 (City Manager-Planning) Suggested Action: Attachments: Cover Memo CGA Additional Services.docx Resolution Authorizing Agreement with Calvin Giordano Associates w line numbers.docx 2nd Addendum to Stated Contract with attachments. pdf , , , ______________________________________________________________ !l 1 THE CITY OF PLEASANT LIVING CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM To: The Honorable Mayor & Members of the City Commission VIA: Steven J. Alexander, City Manager FROM: Jane K. Tompkins, AICP, Planning Director Date: August 21, 2018 SUBJECT: A Resolution authorizing the City Manager to amend the professional services agreement with Calvin Giordano & Associates, Inc. for additional professional services related to the "Comprehensive Plan and land Development Code Revision". BACKGROUND: In 2016, the City entered into a professional services agreement with Calvin Giordano & Associates, Inc. (CGA) to update the Land Development Code (LDC) and the Comprehensive Plan in accordance with State requirements. The scope of services for that agreement did not include the analysis of text and map amendments for specific land use categories or anticipate that in- depth economic and market analyses would be performed to support any changes in intensity and density of the land use categories. The work needed to complete these amendments includes profiling economic, demographic and market factors that impact land use and analyzing the potential and appropriate densities and intensities, (i.e.,_determining_the appropriate maximu m heighllimits,unitspecacrE:',etc. ·-----basee-oA-realis-tiG-exfleGtatioA5-for-reeeveloflment-)-anQ-GonQuGting-a-traffiG-analy1;is-to-GomJJly---- with Miami-Dade County's requirements. The market analysis will be performed by a subconsultant of CGA, Lambert Advisory, and the remainder of the work will be performed by CGA staff. AMOUNT: $40,620 ACCOUNT: 001-1620-524-3450 which has a current balance of $31,438 and will receive a transfer of $25,000 from account number 001-1770-519-1210, Public Works Office of the Director Regular Salaries, bringing the total balance to $56,438 Attachments: • Draft Resolution 2 lnd ADDENDUM TO CONTRACT The City of South Miami, a municipal corporation of Slate of Florida (hereinafter referred to as Owner) by and through its City Manager (hereinafter referred to as City) and Calvin, Giordano & Associates, Inc. (CGA), a corporation authorized to do business in the State of Florida (hereinafter referred to as the "CONSULTANT") entered into a Professional Service Agreement on July IS, 2016 for revisions to the Comprehensive Plan and Land Development Code of the City of South Miami (hereinafter referred to as the "Stated Contract"). WHEREAS, the parties wish to modifY the terms of the original Stated Contract as sci forth herein. NOW THEREFORE, in &onsideration orlhe mutual promises sct forth herein, the pall1ies, intend to be legally bound and hereby agree that the following shall constitute additional terms and conditions to the Slated Contract. Modification Item 1: The scope and compensation of the Stated Contract and the I" Addendum to the Stated Contract shall be expanded to include the following attachments (1) CGA Proposal No. 18-1319, dated August 3, 2018, and attacbed scope of the work, both of which are attached to this 2nd addendum. (2) CGA will be subcontracting the work anticipated, but not specifically agreed to in the 1 m Addendum to Stated Contract, to Lambert Advisory and the maximum amount to be charged os as set forth iii the Lambert Economic Analysis Proposal dated August 7, 2018, and attached 10 this 2"" addendum. The parties reaffum the other tenns or conditions of the above mentioned original Stated Contract and I" Addendum 10 Stated Contract not hereby otherwise modified or amended and nothing contained herein shall negate or changed the other terms of the Stated Contract and 1 $I Addendum to Stated Contract as a result of this addendum. J[N WITNESS WHEREOF, the parties, have executed this Contract, on this _ day of August, 2018. with fuil knowledge of its contentandsigniticance and iniendingto be legally bound by --ulhUems:J[crenf:-_ .. unu __ u__ ________uu __ _ By: j~~~~~lJ~\~;Ri~\ ... o...JlU'\i\-\. ty Clerk Read and Approved as to Form, Language, Legality and Execution Thereof: --.~ /~ By: ~~./7?~~~~ City Attorney ~.~~~ / ~ .L E;t:}ne/ [Print I\IIIIB -_I)'I CITY OF soum MIAMI By: ~I\P~ ~~\AA"" \ \ ' c ,.-Steven Alexander "D City Manager Building Code Services Civil Engineering I Roadway & Highway Design Coastal Engineering Code Compliance Construction Engineering & Inspecijon (CEI) Construction Services Data Technologies & D,evelopment Electrical ,Engineering Engineering Environmental Services Facilities Management Geographic Information Systems (GIS) Calvin. Giordano & Associates. ~nc. E x C E P T ION A L SOL UTI 0 N 5" August 3,2018 Mr. Steven Alexander City Manager City of South Miami 6130 Sunset Drive· South Miami, FL 33143 lRlE: South Miami Comp PIIIIlIll IIlII1I1 Zoning Amenlilments Townibto1!lse RT1l2 CGAProposalNo.18-1319 Dear Mr. Alexander, Governmental Services We are pleased to submit tlris proposal for Professional Services on the above landscape Architecture Planning referenced project. Project Management The City desires to create opportunities for townhouse/two-family developments with ~e3r'i,":~o8:;:;;~ densities greater than currently allowed by the Comprehensive Plan and the Land Surveying & Mapping Development Code. The City anticipatesthatthis will require either the amendment of Traffic Engineering .. the existinTownhouse iLdJ:ntiaLfFwoStOI,jt)Jand:use:.categ.oq::or:-t~.:creationcof.:a--····-.---~- .. Ir§D.sJ>.oJ:!allon Plannin9---new-land-use-eategory-and-the-creation-ura-new-:wnilfgllistriccFurtller, Ilie City Water I Utilities Engineering desires to amend the Future Land Use Map and the Official Zoning Map for the Website Development following properties: Marshall Williamson property along SW 64 TelTace (folios 09- 4025-000-0850,09-4025-000-0852,09-4025-065-0090); RS-3 zoned parcels along SW 64th Street between SW 59th Avenue and SW 59th Place (folios 09-4025-034- 0210 through 09-4025-034-0240); portion of Fellowship Property facing SW 67th Avenue (folio 09-4026-000-0130); and parcels zoned NR along SW 62nd Avenue between SW 64th and SW 68th Streets to change their designations to the new category. 1800 Eller Drive Suite 600 Fort Lauderdale. FL 33316 954.921.7781 phone 954.921. 8807 fax www.cgasoJulions.com K. FORT LAUDERDAlE Professional Engineering SelrVices A. Traffic Engineering 1. Land Use Plan Amendment Traffic Analysis Mlo\MI-DADE WEST PALM BEACH CLEARWATERITAMPA ESTERO PORT ST. LUCIE August3,2018 Page 2 aflO , CGA traffic engineers will complete the LOP A traffic analysis for the following identified parcels within the Townhouse Residential (Two Story) category/district in the City of South Miami. CGA traffic engineers will provide the necessary traffic analysis per the requirements of amendments to the Miami Dade County's Comprehensive Development Master Plan. Traffic Analysis for a small scale amendment including Trip Generation for the three parcels which will include the proposed maximum allowable development per code. A full traffic impact study is not anticipated and if required will be an additional service. Marshall Williamson property along SW 64 Terrace (folios 09-4025-000-0850, 09-4025-000-0852, 09-4025-065- 0090) Four nonconforming duplexes currently zoned RS-3 on parcels along SW 64th Street between SW 59 Avenue and SW 59 Place (folios 09-4025-034-0210 through 09-4025- 034-0240) A portion of'L-shaped Fellowship Property facing SW 67 Avenue (folio 09-4026-000-0130) Fourteen Parcels zoned NR along SW 62nd Avenue between SW 64th and SW 68th Streets (folios 09-4025- 012-0330 through 09-4025-012-0470) ==::--::=======",=~=~1N'i<-oTI~w.nrts~e.::::· ~~IJ-'!i:7[:s~c:Qope <lfworklsbased Ol1.reCelvillg th~JlDq uste:e:JJJalloilileC=========+ for the maximum allowable development for the existing land uselzoning as well as the land use table for the maxinlUm allowable development for the future land use/zoning. o Note: This scope of work includes up to one revision to the LOP A traffic analysis based on review conunents fl:om relevant government agencies. This scope of work does not include attendance by eGA traffic engineers at any public hearings. If any ofthese services are required an additional service agreement will be provided. o Note: This scope of work does not include traffic data collection. This scope of work assumes the LUPA traffic analysis will utilize the available LRTP traffic data from the Miami Dade TPO for the ShOli (5 year) and long range (2035) analysis. Ifadditional traffic data collection is necessary, an additional service agreement will be provided for this scope of work. n. I'rofessionall'lalJllling Services August 3, 2018 Page] of 10 A. Preparation of Comprehensive Plan Text and Future Land Use Map Amendments (LUP A) and Zoning District Amendments 1. Review existing Comprehensive Plan land use categories and maIce recommendations on amending the Townhouse Residential category or creating a new category. 2. Review existing Zoning Districts including permitted uses and dimensional requirements and determine the appropriate standards for a new townhouse district. 3. Prepare appropriate Comprehensive Plan text amendments to incorporate the new or amended Townhouse Residential Land Use designation. Prepare Land Development Code text amendments for the new Townhouse Zoning District. Attend staff level coordination meetings with City staff as needed. 'il. Prepare Future Land Use Map Amendments and Zoning Map amendments to change the Future Land Use designation and Zoning District to the new Townhouse Residential land use and zoning district for the following properties: Marshall Williamson property along SW 64 Terrace (folios 09-4025-000-0850, 09-4025-000-0852, 09-4025- 065-0090); R-3 zoned parcels along SW 64 Street between SW 59 Avenue and SW 59 Place (folios 09-4025-034-0210 through 09-4025- 034-0240); portion ofF'ellowshipPropelty facingSW67 Avenue ------~~tfeli(}C(}9~400G-()O()-()c14()kanai"ar-eel!fZenecl-NR"'aleng-8W~3F' ~-- ---------------i'tvenuc oetween SW-04 and-68-StreetstoCliange tlieirdesignafions ('·0------- the new category. This includes all information required by State Statutes such as mapping, concurrency analysis and analyzing consistency with City's Comprehensive Plan's Goals, Objectives, and Policies. 5. Assist staff with the preparation of infOlmational memos for the public, Planning Board, and City Commission. 6. Attend up to four (4) public meetings (Workshop, LPA, and City Commission). 7. Assist staff with transmittal to State agencies for review of Comprehensive Plan and FLUM Amendments and respond to ORC Report comments as necessary. Amendments will be complete when adopted by City Commission and found 'In Compliai1ce' by State Planning Agency. August3,2018 Page 4 oflO 8. Land Development Amendments will be complete when adopted by City Commission. Comprehensive Plan Text and Map Amendments are complete when found in compliance by the State Planning Agency following adoption by the City Commission. BASIS OF PROPOSAL • Any opinion ofthe construction cost prepared by Calvin, Giordano & Associates, Inc. represents its judgment as a design professional and is supplied for the general guidance of the CLIENT since Calvin, Giordano & Associates, Inc. has no control over the cost of lahor and material, or over competitive bidding or market conditions. Calvin, Giordano & Associates, Inc. does not guarantee the accuracy of such opinions as compared to contractor bids or actual cost to the CLIENT. s Any outside engineering services, studies, or laboratory testing not specifically mentioned in the Scope of Services will be the responsibility of the CLIENT. All municipal, permit, and agency fees as well as Title Certificates will be paid by the CLIENT. • Basic services outlined within this proposal shall be considered complete when the project plans are submitted to the regulatory agencies for Certification. o Calvin, Giordano & Associates, Inc. is pelforming the consultant services set forth in this Agreement strictly as a professional consultant to CLIENT. Nothing contained in this Agreement shall create any contractual relationship between Calvin, Giordano & Associates, Inc. and any contractor or subcontractor performing construction activities on the project, or any of CLIENT's other professional consultants. o Calvin, Giordano & Associates, Inc. shall not be responsible for the contractor's ----~··schedtlles'()t·failltre_to'Cany'oiit-the'-conStiuctiolrirraccordariceWitIi-the construction documents. Calvin, Giordano & Associates, Inc. shall not have control over or charge of acts or omissions of the contractor, subcontractors, or their agents or employees, or of any other persons performing portions of the construction. o Calvin, Giordano & Associates, Inc. will require that all consultants carry proper insmance, including professiona1liability insurance, if appropriate. • Permit construction certification will include one partial and one final inspection. AJl]Im'lllONAL FEES The following services are NOT included in this proposal and will be considered Additional Services, which will be addressed in a separate contractual agreement. The services include but are not limited to: o Architectural, structural (i.e., retaining walls, bridges, docks), mechanical (i.e., fire pumps), fire protection, geotechnical and testing, environmental assessment, power, gas, telephone, cable television, site lighting services. August3,2018 PageS aflO o Calculations for needed fire flow for site demands, based on building type use and size, if required. • Calculations of off-site flood stages. • Construction quality control inspections. • Off-site engineering and negotiations for off-site easements, if required (other than as specified in the Scope of Services). • Permit application or negotiation with pemlitting authorities other than those specifically listed herein. • Preparation.of construction contract documents, other than drawings and technical specifications (e.g., bid schedule, project manual); • Professional land surveying not included in the scope of services (i.e., buried utility investigation, easement research, condominiml1 docmnents, project stake- out and as-built drawings). • Professional services required due to conditions different fi'om those itemized under the Scope of Services or due to events beyond the control of Calvin, Giordano & Associates, Inc. • Professional services required, due to changes in the site plan initiated by the CLIENT, their representatives or other consultants (e.g., architects, landscape architects, etc.) after either design or preparation of the construction drawings has commenced. • Re-review of rejected shop drawings. • Review and approval of Contractor pay requests. • Reviewof Data supplied by the CLIENT (i.e. GIS data sets, databases, aerial _____ imagll-s=e.tc.}cl"e.qllired for integratioll.intocllliScpIOJectk·~~-~-~~~~--~ • Review ofSliop drawmgs for contractor or Client selected alternatives, materials, products, etc. • Special shop drawing armotation and modification to expedite shop drawing approval process. • Updated boundary survey, site evaluation or closing assistance work, mlless specified above. REIMBURSABLE EXPENSES Calvin, Giordano & Associates, Inc. and its consultants will be reimbursed for the printing of drawings and specifications, deliveries, Federal Express services, required travel tinle and travel expenses, long distance telephone calls, fax transmittals, postage, fees paid for securing approval of authorities having jurisdiction over the project, . renderings, models and mock-ups required by CLIENT, as required. Reimbursable expenses and sub-consultant invoices will be billed directly to the CLIENT at a multiplier of 1.25. MEE'fING A'f'fEN][)ANCE AUgllst3,2018 Page 6 aflO Due to the difficulties of predicting the number or dmation of meetings, no meetings other than those listed above, are included in the Schedule of Fees shown below. Preparation for and meeting attendance, as necessary, will be provided on a time and materials basis and will be billed at the standard homly rates in Ilccordance with the attached Hourly Rate Schedule. SClIlIJE][)ULE OF FEES Calvin, Giordano & Associates, Inc. will perfolm the Scope of Services for a lump stilll fee as shown in the proposed Schedule of Fees: lP'lROlP'OSEID SCHEDULE OF FEES I lP'rofessiollllal EllgiHleerillg SeJrVices A lP'rofessiollal 'fraffic Ellllgilllleerilmg Senices Traffic Impact Analysis n lP'rofessioHl!llIlP'I!IIllJ.llmg SeJrVices Other Planning Work Activity ill M<eetmgs lIllot mclmlied ill K tlnrn n 'fERMS OlF THE AGREEMENT $9,3IMUJII $9,380.00 $15,24111.011 $15,240.00 JH[olll!lrly , Calvin, Giordano & Associates, Inc. and the CLIENT agree by their signattU'es on this doctunent that each party will not hire or attempt to hire any staff fi·om the other patty while under contract together. • Calvin, Giordallo & Associates, Inc. is preparing and providing drawings, plans, specifications and other doctunents as outlined in the scope of services for this Agreement for use in the constmction of this project, based upon design atId constmction criteria prepared and provided by others, including but not limited to the CLIENT atId CLIENT's consultallts. Calvin, Giordallo & Associates, Inc. is not responsible for ally enors and omissions in the aforesaid design alld construction criteria provided by others. August3,2018 Page7oflO , CLIENT agrees to indemnifY, ho ld harmless and, at Calvin, Giordano & Associates, Inc.' s option, defend or pay for an attorney selected by Calvin, Giordano & Associates, Inc., to defend Calvin, Giordano & Associates, Inc., its officers, agents, servants, and employees against any and all claims, losses, liabilities, and expenditures of any kind, including attorney fees, any appellate attorney costs, court costs, and expenses, caused by, arising ii'om, or related to any acts, omissions or negligence of CLIENT or its consultants. , CLIENT agrees to limit Calvin, Giordano, & Associates, Inc.' s liability for any and all claims that CLIENT may assert on its own behalf or on behalf of another, including but not limited to claims for breach of contract or breach of warranty, to the amount of fees paid to Calvin, Giordano & Associates, Inc., pursuant to this Agreement. o Drawings, specifications, and other documents and electronic data furnished by Calvin, Giordano & Associates, Inc .. in connection with this project are instruments of service. All original instruments of service shall be retained by Calvin, Giordano & Associates, Inc. and will remain their property, with all common law, statutory and other reserved rights, including copyright, in those instruments. This information provided in the instnunents of service is proprietaIyand will not be shared with others without prior written consent. The CLIENT may request reproducible copies, and all original documents upon payment of all outstanding invoices, and expenses. o In the event of termination in accordance with this Agreement 01' termination not the fault of Calvin, Giordano & Associates, Inc., Calvin, Giordano & Associates, Inc. shall be compensated for services properly perfo11ued prior to receipt of notice oftermination, together with Reimbursable Expenses then due. o Invoices for-work accomplished to date will be submitted monthly and are payable --within-thirty-{-30)-days;--'Fhe-8LIENT-will-pay-invoices'upon-receipt and .. ~-'--- --~un~derstands interest charges of1-:-5% per montli will15e apphed to any unpaia------~ balance past thirty (30) days. Calvin, Giordano & Associates, Inc. may elect to stop work until payment is received. Ifwork is stopped for thiIiy (30) days or more, Calvin, Giordano & Associates, Inc. may request compensation for staIi-up costs when work resumes. • PURSUANT TO SECTION 558.0035, FLORIDA STATUTES, AN INDIVIDUAL EMPLOYEE OR AGENT OF CALVIN, GIORDANO & ASSOCIATES, INC. MAY NOT BE HELD INDIVIDUALLY LIABLE IN NEGLIGENCE FOR ANY CLAIMS, DAMAGES, LOSSES, OR DISPUTES ARISING OUT OF OR SUBJECT TO THE CONTRACT. o The CLIENT 01' their representative shall be available to meet with Calvin, Giordano & Associates, Inc. and provide decisions in a timely manner tln'oughout the course of the project. The CLIENT will provide all plaI1S and other pertinent information, which are necessary for Calvin, Giordano & Associates, Inc. to provide complete professional services as outlined in this contract. August 3, 2018 Page 8 of 10 • The terms of Agreement shall be valid for the Client's acceptance for a period of thilty (30) days from the date of execution by Calvin, Giordano & Associates, Inc. after which time this contract offer becomes null and void if not accepted formally (evidenced by receipt of an executed copy of this document). All rates and fees quoted in this document shall be effective for a period of six (6) months, after which time they may be renegotiated with the CLIENT. • This Agreement may be terminated by either party upon not less than seven (7) days written notice should the other party fail substantially to perform in accordance with the tenus of this Agreement through no fault of the party initiating the termination. Failure of CLIENT to make payments to Calvin, Giordano & Associates, Inc., in accordance with this Agreement, shall be considered substantial nonperfolTImnce and cause for termination. MJ[SCELLANEOUS lP'ROVlISmNS • CLIENT and Calvin, Giordano & Associates, Inc., respectively, bind themselves, their pmmers, successors, assigns, mld legal representatives to the other pmiy to this Agreement and to the pmtners, successors, assigns, and legal representatives of such other paIiy with respect to all covenants of this Agreement. Neither CLIENT nor Calvin, Giordmlo & Associates, Inc. shall assign this Agreement without written consent of the other. • This Agreement represents the entire mld integrated agreement between the CLIENT and Calvin, Giordano & Associates, Inc. and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both Calvin, GiordmlO & Associates, Inc. and the CLIENT. • Unless otherwise provided, this Agreement shall be governed by the law of the -1Jlacecwhere-thecprOjecH~Hocated.-"---~-----· -----------------------------------"~=-----:~--==--'=-=''-=-'-'-~:..::=-=-=----------------- 'fERM][]'ITA1'llON OF Tl8llE AGREEMENT • This Agreement may be terminated by either party upon not less than seven (7) days written notice should the other party fail substantially to perform in accordance with the tenns of this Agreement through no fault of the pmty initiating the tennination. Failure of CLIENT to ma1ce payments to Calvin, Giordano & Associates, Inc., in accordance with this Agreement, shall be considered substantial nonperformance and cause for termination. • In the event of tennination in accordance with this Agreement or termination not the fault of Calvin, Giordano & Associates, Inc., Calvin, Giordano & Associates, Inc. shall be compensated for services properly performed prior to receipt of notice of termination, together with Reimbursable Expenses then due. AugustJ,2018 Page 9 oflO We appreciate the opportunity to submit this proposal. Calvin, Giordano & Associates, Inc. is prepared with the necessary manpower to proceed with the proposed scope of services upon receipt of the executed authorization. Our personnel are committed to completing the project in a timely manner. Please indicate your acceptance of this proposal by signing below and returning one executed copy of the contract to tIns office. We look forward to working with you in malcing this project a success. Sincerely, CAlLYHN, GIORDANO & ASSOCM.1'ES, lINCo ft/JULlfJ;-, 'F.)ci,--- /' . ( Shelley Eichner, AICP Senior Vice President I -! August 3, 2018 Page 10 of 10 Cost·ofthese services are $24,620.00 plus hourly as noted in fee breakdown. ACCEPTANCE OF CONTRACT CALVlIN, GWRIliANO & ASSOCIATES, mc. C By: diJLL~/ C{(>\,." NaJ¢. Shelley Ei;;:er, AlCP Title: Senior Vice President By: S'»9LC~~ \ (J,). \,.I.!A \,' Name: Mr. Steven Alexander '(\:J}.:r<,,/ Title: City Manager Date: (i1(!d, (I P- --------------------------------------- THE CITY OF PLEASANT LIVING COMPREHENSIVE PLAN AMENDMENTS REQUEST FOR ADDITIONAL SERVICES TOWNHOUSE ZONING AND LAND USE Scope of Work The City desires to create opportunities for townhouse/two-family developments with densities greater than currently allowed by the Comprehensive plan and the landDi!velopment Code. The City anticipates that this will require either the amendment of the existing T?'l'I?holJse Residential (Two Story) land use category or the creation of a new land use category and th«;tcreationl!f a new zoning district. Further, the City desires to amend the Future land Use Map and the Official Zoning Map for the property known as the Marshall Williamson property (folios 09-4025,.QfJO:.oS50, 09-4025~OOP~g852, and 09-4025-065- 0090) to change its designation to the new categoryalld district. More specifically, the following tasks are anticipated: . • • • • review existing land use. categories and mak~ i3r~ommendation on amending the Townhouse Residential(''I'Wo?tory) categoiy'orcreating a new category review permitted uses and.dilllens.ional requireTi\ents for existing residential zoning districts and determine thi!~ppro~riat~s standan:ls.fQr a new district prepare the appropriate texfamendmel'ltsto the Coiilprehensive Plan and land DeveloPll'leJlt€Ode ..... . ....•. '.. ..... . prepar~:ilfut~re ta~!.Wse Map all)endment to chilllge the designation of the Marshall Willia~?property(ijescribed above) to the new category (this task includes preparing all informati.9nrequi'¢tiby State code,including but not limited to mapping, . cancurrenCY~llaly.sisarlljaJjalyzing the amendment's consistency with Comprehensive ·Ii.li.i;I'$(g~ls, aojetll;\1ies; and polities) .. &"."~--. assistst-aff.dilliththe'Preparation6f1l1formationalmemosforthepublic,Planning Board ----'-=-'a""nc-City ComTi\ission . • • • attend up tofQur (4) pubficmeetings (workshop, local Planning Agency (lPA), and two • (2,lCommission rn~etings) supp()rt staff effoifs]n the transmission of the amendments to the State and reviewing agerwles, as appropl"(ate responiftpStateilllijagency comments and prepare final text and map amendments City of South Miami I 6130 Sunset Drive I South Miami, FL 33143-5093 305.663.6338 I southmiamifl.gov Ms. Shelley Eichner Senior Vice President Calvin, Giordano & Associates 1800 Eller Drive, Suite 600 Fort Lauderdale, FL 33316 August 7, 2018 Dear Ms. Eichner: ADVISORY Lambert Advisory (Lambert) appreciates the opportunity to provide the Calvin, Giordano & Associates (CGA) with a proposal for services related to a market assessment intended to help CGA create development scenarios and understand the potential development incentives needed to spur investment within the City of South Miami, FL. Accordingly, the development scenarios will inform graphically what decisions need to be made as it relates a comprehensive plan update and focuses specifically on the City's Transit Oriented Development District (TODD) defined by parcels situated along the western boundary of US1-and illustrated in the Attachment herein. The the market assessment associated with this phase of the TODD planning process is intended to provide general insight into redevelopment opportunities and, particularly, demand by use during a 5 to 10 year period within the TODD. Therefore, this does not include any nodal and/or site specific programming and/or feasibility analysis. The scope of services outlined below . higbl ights .theprimawin itiatilJesJou:ond "Gting thema eke! ana lysis ,a nd·potenti a I redevelopment .--oPidortunity-for-!Ae-l'G[)[). Task 1: Economic and Market Profile At the outset, we will profile pertinent economic, demographic and market factors that impact land use, business expansion, and space utilization within the TODD. We will highlight key economic and real estate issues such as market demand and supply conditions for various redevelopment opportunities and primarily focusing on retail, residential, and (to a lesser extent) office. The goal is to provide an understanding of current market conditions in the market area, as well as identify notable trends that may have an impact on the TODD plan. Importantly, Lambert will utilize previous and current economic and market reports to effectively streamline this component of the study's process. +1305.503.4099 1201 Bticil;cl\ AVCIlUC, Suitc 400 Mlami,F!otida 93131 L."MDIl.ll.T"DV1~ORY.COM ----, Ms. Shelley Eichner Page 2 Additionally, specific to the analysis of supply (by use) to support general economic and market trends, Lambert will be conducting very limited field research and will be primarily utilizing data from secondary sources of information (such as Costar) along with select phone interviews with key industry professionals. The focus of key trends within the demand and supply environment driving the TODD opportunity includes: Demand Conditions Our analysis of demand conditions will include economic and demographic trend and forecast analysis, as well as an overview of key industries and cluster identification. The analysis will detail: Population and population characteristic trends and projections, specifically focusing upon age cohorts; Employment trends and labor force characteristics; Conduct direct interviews with some of the area's major employers and business development groups to further understand the area's propensity for employment growth; Analyze household trends and develop projections; Visitor growth trends and profile and expenditure patterns; and, Traffic patterns and trends along the major thoroughfares. Supply Conditions The supply conditions analysis includes an overview of existing conditions for the primary real estate uses contemplated in the analysis, including: retail, residential, office and hotel. As noted, the market information will be primarily based upon secondary sources of information from credible real estate institutions including but not limited to: Costar; CB Richard Ellis and/or JLL. We will conduct a limited profile of select existing and proposed projects by realestate ,use"toidentify:_ Size of retail and/or entertainment center, office building, or residential project; Major tenants in the case of commercial space; Age and condition of development; Rental and occupancy rates; Sales per square foot in retail space; Mix of tenants, customer profile and amenities; and, Other pertinent information including an overview of planned projects considered to impact the Study Area. Task 2: Estimates of Market Demand/Development Opportunity From the economic and market analysis completed within Task 1, we will provide general estimates of market demand for all of the uses considered for the TODD. This represents an assessment of the market's ability to support the development of certain uses and will provide additional information such as: Ms. Shelley Eichner Page 3 -Achievable average rental price pOints by use (or sales price points for any "for-sale" housing or commercial uses); Estimated demand for residential, office, retail and hotel use within the TODD within a 5 to 10 year timeframe; and, Recommendations for broader strategic redevelopment planning and nodal/site programming. Schedule, Fees and Documentation We are prepared to begin our research and analysis immediately upon execution of this proposal. Lambert will present its findings as a verbal presentation (with supporting PowerPoint document with key market finding highlights) within 45 days of project commencement. We wHI produce a brief Technical Memorandum highlighting our findings within 2 weeks of our verbal presentation. To complete the scope of work above, our total fee for Tasks 1 and 2 will be $16,000. If, at some point during the course of the work, a decision is made to discontinue, our fee wHI be based upon the actual professional time expended to date. We will invoice eGA within two cycles: 1.) 50% of total fees upon completion of the first 30 days following project commencement; and, 2.) balance of fees upon delivery of a Draft Technical Memorandum. Other Terms Our studies, reports and analysis are subject to the following restrictions and conditions: • LambertAdvisory has no obligation to update our findings and conclusions for changes in .. marketconditions which occur subsequenuoour work. Any such changes in-market -----8oncliti0ns-mBy-affeet-the-validity-oi-our-estimates. • Documents we prepare are based upon assumptions and estimates which are subject to uncertainly and variation. These estimates are often based on data obtained in 'interviews with third parties or from third party sources and such data are not always completely.reliable. In addition, we make assumptions as to the future behavior of consumers, the general economy, and costs which are highly uncertain. Therefore, while our estimates will be conscientiously prepared on the basis of our experience and the data available to us, we make no warranty of any kind that the occupancy, rental rates, user fees, revenues, or expenses estimated Will, in fact, be achieved. Acceptance We hope this letter correctly addresses your needs. If you have any question about the scope of our work or business arrangements, please call me at (305) 503-4096. Ms. Shelley Eichner Page 4 We thank you for the opportunity to present this proposal and look forward to working with you on this assignment. If this proposal is acceptable as stated, please sign below and return a copy to us. Very truly yours, / :7£1. Eric Liff Principal THE FOREGOING PROPOSAL AND ITS TERMS AND CONDITIONS IS ACCEPTED IN ITS ENTIRETY BY: Name: Title: Date: