HomeMy WebLinkAboutExhibit 5EXHIBIT "B" - SCOPE OF SERVICES
Including Fees, Schedule
and List of Sub -Consultants
PROJECT APPROACH
The Sasaki multidisciplinary Design Team combines P1demonstrate through this process the ing, design, and technical excellence
that is able to address this complex problem. Sasaki will
resultant outcome will lead to a timeless visionary expression
asscontemporathat isryoforen and Master
Plan for the community of Coconut Grove that followspublic process
communicative. Sasaki is most interested in working in
lenwhon ene s,pwherwhom ace the journt v ly
ey to
solving the challenge is as important as the solution
participate with the client, the public and design teamto communicate
tio often,
s. clearly
process isiiterative,
intently, debating the ideas openly and contributing design
exploratory, and exciting, but most importantly rewards g. Asimilar
iilaprocess was used on the
work we have included in relevant project examples forproposal.
We are acknowledged leaders in planning and design of waterfronts, parks, garden and other
urban public spaces. Our appreciation for context, which broadly encg portunasses physical es and setting,
natural environment, rnsstory has constantly shapedculture, and the and inspired our work.
constraints of program,
This approach has four aspects:
First, a park is a catalyst for urban revitalization: In Charleston,
the park i is
set
thita re pahistor c
city grid and defines the site within the context of riverfront.
historic Hogan Creek acts as a gathering space for the oa unit saanity n e pad ect k that access
links the St
Johns River, in San Juan we had the opportunity to create
residents of the Miramar neighborhood, via open space, to the
eSan
Ant niopuCc acnel and the Ohio
Condado Lagoon. And in Cincinnati, the 15 —Acre Parkprovides
River in a region of typical high bank conditions with limited public access.
Secondly, the physical forms of each setting are creative re -definition and of atetrad tional of each
urban context. In Charleston, the pineapple fountain is an interpretation
Charleston detail that signals hospitality and has become a icon
a identified ale detail with the
city. In
be
Jacksonville, the water's edge has been interpreted and
reminiscent of the sites industrial past large stem shipbuildiing.iIn Puerto
or Rihe o the
oi a ea
sof culture
is so important that large gathering areas for families to ha pni
cs,ed
3000' long Paseo at the waters edge, is the solution. In Cincinnati ethe idea of ag with a celebrating
the
river, a 300' water wall and interactive water gardens w p
flexible lawn area, capable of accommodating passive recreation uses and special event
activities, such as small concerts.
Juan and Cincinnati these parks provide continuous public access along the waterfronts and a
strategy of open corridors and connections into surrounding neighborhoods that effectively binds
each park into the city fabric.
Finally, these urban settings have been designed to accommodate a multitude of activities. They
must endure the demands of an urban setting, accommodate large crowds and special events, and
be responsive to a human scale without creating an empty vast landscape. These open spaces
have been planned, detailed and constructed with a vision of lasting a lifetime with painstaking
attention to detail. We take great pride and care when planning and designing to consider the
designs feasibility, durability, cost, and maintainability. It is an important step in building and
making an award winning work.
SCOPE OF SERVICES
Project Boundaries: See Attachment I and Attachment II
Phase 1: Assessment, Data Collection, Inventory and Analysis
At the beginning of the Master Planning Phase, Sasaki suggests the entire team meet in Coconut
Grove for a 2 day "brainstorming" work session on site. The purpose of this Walking Tour is to
better understand the culture and lifestyle of the City, as well as to gain insight into context,
historically significant areas, buildings or objects. Integral to this discussion is detailed
understanding of the City's goals for the Waterfront and Spoils Island.
Day one of the two-day "brainstorming" work session will include the Public Launch of the
project and the Walking Tour and introduction at Village Council Meeting.
Day two will include a meeting with Client staff, Working Group to define scope, tasks, and
schedule as well as gather available information relevant to Phase 1 of the project. Meet with
key stakeholders, advisory boards, and others as described in 1.1 a, d, and e below.
Task 1.1 Project Framework
a) Coordinate with client to refine schedule and milestones, and to determine the list of
stakeholders for initial meetings. Establish format, outreach, and participation for the public
process, especially looking for ways to build support for the plan and streamline the public
hearings. Meet with the Planning Advisory Board ("PAB") and Waterfront Advisory Board
("WFAB") to understand their goals for the project.
b) Define boundaries for project study area, both physical and contextual,
c) Review available information and previous studies relevant to planning, design, and
economics for the study area and its context, including individual plans for the sub -district
areas. Synthesize and compile relevant information.
d) Meet with key stakeholders in small groups and one-on-one settings where appropriate with
the purpose of eliciting goals and concerns related to Commercial Corridors impacting the
Waterfront within the study area.
e) Meet with the local committees and organizations to discuss needs, desires as well as
opportunities and constraints to build on the culture and lifestyle of the area.
The Team will provide input regarding market and economic issues as points of discussion
with the Planning Advisory Board and Waterfront Advisory Board. The Team will also
review any relevant previous studies, summaries of approved/planned development adjacent
to the study area/sites, and will participate in up to two days of Stakeholder meetings with
representative individuals and groups concerned with commercial corridors impacting the
study area and opportunities, constraints and priorities for community needs and desires.
Task 1.2 Data Collection & Inventory
a) Review available material provided by the client that could include zoning maps, base map
survey data, utility maps, technical reports of the site, environmental reports and regulatory
aspect of the project area that could influence the overall study.
b) Review available material provided by the client related to the marine environment
including, but not limited to, requirements by environmental agencies, number existing and
proposed docks and moorings, existing and proposed upland facilities and available
information on vehicle access, transportation and parking access as related to existing and
proposed marine and upland improvements.
c) Photograph and record unique aspects and elements of the study area that could influence and
inspire the process.
d) Conduct a site reconnaissance of the waterfront and Spoil Islands area to determine Iikely
opportunities and constraints for public improvement and access as well as viewpoints to and
from along the bay.
e) Identify and evaluate the connections and the relationship between the Waterfront and
adjacent neighborhoods, and destinations. Identify gaps in previous planning efforts.
f) Access both the land and water side of the project for environmental attributes and regulatory
needs.
Conduct a walking tour with the representatives of stakeholders, local organizations of
different interest,
h) Review available material provided by the client related to historical data on the study area.
i) Review available materials provided by the client related to property ownership and
Leasehold agreements, and identify land use covenants and deed restrictions on City -owned
property as it relates to the project.
g)
j)
The Team will review the materials provided by the client, and will provide comments and
suggestions regarding impacts on the project program. The Team will also comment on
connections within and access to the study area from the nearby commercial center and other
locations generating pedestrians who might use the waterfront. The Team will also review
potential parking impacts resulting from uses such as food and beverage, a marina or other
waterfront -related amenities. The Team will review historical data provided by the client on
rents, revenues, property values, leasehold agreements, covenants and deed restrictions on
City -owned properties
k) Based on site reconnaissance and a review of previous plans identify and evaluate gateways,
connections, key destinations and landmarks.
1) Define the neighborhoods and their distinguishing characteristics, culture and lifestyles.
m) Assess deficiencies within the existing parks, city -owned facilities and public rights -of -way.
n) Assess public realm program desires and needs as related to the Waterfront, inclusive of
parks and other City -owned facilities and public rights -of -way.
o) Client to provide permit needs such as Army Corps of Engineers ("AcoE"), Florida
Department of Environmental Protection ("FDEP"), Department of Environmental Resource
Management ("DERM") for proposed improvements.
Task 1.4 Transportation and Infrastructure Analysis
a) Based on information provided by the Client, summarize and analyze utility infrastructure
issues and opportunities that may affect development, including digital and
telecommunications capacity, utility relocation or improvement plans, and/or capacity and
condition issues in the major utility systems including wastewater and storm water
management. Identify constraints that may affect future improvements within the study area.
b) Analyze bus routes and stops in relation to traffic patterns and pedestrian and bicycle routes
based on the site reconnaissance and other available information.
c) Review recent transportation studies impacting Coconut Grove, and determine how these
plans interrelate and how they impact the Waterfront. Review shall include impact of new
and proposed private development on transportation and traffic within the study area.
d) Review and evaluate current transit systems and previous considerations for improvements to
transit systems.
Task 1.5 Market, Feasibility and Program Analysis
a) Determine by economic sectors, the competitive position of Coconut Grove as it relates to
the greater metro Miami; address policy issues (taxes, development incentives, etc.) as well
as physical factors that affect market potential such as location, water taxis, access, character,
visibility, adjacencies, and context. Document the job trend by economic sector,
b) Summarize key market and demographic characteristics in the Coconut Grove area, including
demographic trends and projections for appropriate market segments from previous studies,
and other relevant sources. Identify areas of potential new demand based on the
understandings of the city's unique culture and lifestyle.
c) Evaluate current and historic market performance by use, including inventory, rents, land and
building prices/values, occupancy levels, historic absorption, ongoing construction,
renovation, and proposed projects, etc.
d) Define aspects of the new economy that relate to Coconut Grove including areas of existing
strength and potential growth opportunities. Develop a range of potential program elements
for downtown Coconut Grove based on the market analysis, downtown trends, waterfront
opportunities, stakeholder input, and urban design factors, identifying short-term and long-
term potential and relevant development characteristics.
e) Prior to initiating market studies of a particular segment(s) of the local economy, generally
_.analyze each market segment in enough detail to determine whether or not further in-depth
market analyses are warranted for particular market segments.
f) For the retail market, examine underlying population, household and income trends resulting
in demand for retail services and survey the existing supply of retail space in the community.
For the transient lodging market, examine the various sources of hotel/motel room patronage,
as well as occupancy rates and room rates characteristics, and survey the supply of transient
lodging facilities in the community, tying this into an understanding of the larger tourist
potential in South Florida.
h) Establish market opportunities given region, real estate trends, innovative projects in other
cities.
g)
This task will focus on and serve as the basis for further analysis and recommendations in later
phases of the Waterfront Master Plan. With a central focus on revenue generation and
operating/rehabilitation costs for City -owned facilities and sites in the study area, the Team will
perform the following:
• Review the past five years programming, income and operating expenses of the Coconut
Grove Expo Center. We will also work with the Sasaki team, the Expo Center's
management and City officials to provide a context for projected future costs and
revenues and the competitive position of the Expo Center within the greater Miami area.
This analysis will result in findings, which will inform the City's decisions regarding
future investment requirements and use potentials for the Expo Center.
• Analyze the proposed mooring fields, their governance, current uses, launch services
costs, and projected revenues, based on information provided by the regulatory agency's
number and location of moorings. As context for this review, the Team will also conduct
an overview of comparable/competitive moorings facilities to determine pricing rates,
operating characteristics and management approaches, which might be applicable to the
Coconut Grove waterfront location.
• Analyze operations and market characteristics of the Dinner Key Marina, and provide.
recommendations regarding improvements such as the proposed Dock master's building
and its relationship to the moorings field.
• Analyze costs, revenues and operating characteristics of the Coconut Grove Sailing Club,
including required building maintenance costs, area upgrades and improvements and
competitive position.
• Review findings of the parking/transportation consultant and City staff on parking on
City -owned land and on nearby parcels (public or private) to determine if existing and
potential supply is adequate to meet potential parking needs. Based on various
alternatives to provide/improve parking and selected operating characteristics of
comparable/relevant facilities in Miami, and provide projections of parking revenues and
appropriate management approaches.
• Analysis and recommendations for Park programming that will provide improved
connectivity, activation and amenities for parkland to better connect and reinforce the
safety and animation levels of the Parks while connecting to/enhancing connectivity to
the business core and nearby corridors. The Team will explore opportunities for
compatible events (and the types of facilities that an enhanced events program in the
Parks might require) as a potential source of revenues.
• The Team will explore other potential revenue sources that may emerge from discussions
with stakeholders and community activists.
• These revenue -generating uses will include both those types of improvements that will
add new revenues to the City, as well as potentially generating revenues that could be
used to cover municipal financing of waterfront -appropriate amenity facilities.
• Identify potential sources of funding including state and federal grant programs.
Phase 1 - Work Products and Meetings
• Two-day initial stakeholder interviews and information gathering session
Interview with Client, Elected Officials, Neighborhood Groups, Special Events and Festival
Organizers, Merchants, Property Owners and other Key Stakeholders. The purpose of the
interviews is to understand issues, ideas and concerns that should be addressed during the
planning and design process.
• Two-day "brain storming/information gathering" session.
Day One: Public Launch and Walking Tour, Introduction at Village Council
Meeting.
- Day Two: Data Collection and Inventory, Define Project Framework and Schedule,
Meet with Stakeholders.
• Develop a PowerPoint presentation summarizing stakeholder goals, site issues, transportation
and infrastructure issues, marketing and economic issues, program diagrams including plans,
diagrams and photos, in electronic form.
• Marine activity analysis including the Spoil Islands and the larger context depicting current
activities, constraints, future needs.
• Market analysis and preliminary program summary of opportunities and constraints within
the project area.
• Environmental Framework Diagram to depict current constraints, needs, regulatory
requirements, preservation and enhancement of endangered species, etc. Client will provide
data for preparation of Diagram.
• One interim meeting with the working group to review and discuss assessment of findings.
• Progress Report summarizing all findings during this phase.
Phase 2: Master Plan
Task 2.1 Public Participation
Using the findings and graphic exhibits explored in Phase 1 as tools, the Sasaki Team will guide
the public process. The purpose of the Public Participation Process is to:
• Engage residents, business owners, environmental groups and other community
stakeholders in the planning and design of the project.
• Gather and understand their issues, concerns and ideas as related to the existing and
proposed design of improvements within the study area.
• Present PowerPoint presentation summarizing Stakeholders' input as described in Phase I
above, at a public meeting of the Waterfront Advisory Board.
• Communicate how their input has been incorporated into the design of the project.
• Build broad-hased support and excitement for the proposed design,
• ERA will provide data information for inclusion into the proposed Power Point
presentation focusing on market and economic issues identified in Phase 1. ERA will
also participate in one day of the proposed meetings. Participation in the other meeting
date will be contingent upon the potential to schedule other work in the Miami area.
a) Project Working Group workshops with Client staff and Stakeholders who represent a broad
cross-section of the community. Workshops will be held at key milestones throughout the
process to build consensus and support for each stage of the project. See Work Products and
Meeting section along with Schedule Chart for meeting projections.
b) Public Workshops at key stages of the project to gather input, to communicate design
concepts and ideas for the project, and to build public support and excitement for the
preferred design solutions. One of the early public workshops could be to review and discuss
early design concepts; talk with members of City staff and the Design Team; and share their
thoughts regarding proposed conceptual design alternatives.
c) Development and maintenance of a website dedicated to this project, which will serve to
provide information about the project and solicit input and comments from the members of
the community as part of the public process.
d) Workshops and interim presentations with the City Commission, and/or other groups (as
directed by the City) to discuss the project status, design concepts, issues and ideas.
Task 2.2 Development Plan Studies
a) Based on economic and market analysis for the study area and existing data provided by the
Client, develop preliminary program for focus areas, within the parks and along the
waterfront. Uses shall be compatible with public needs and program as a result of Task 2.1.
b) Consider design and development strategies in more detail, concentrating on potential sites
for improvements within the study area to serve as a demonstration for other areas. Ideally,
these areas would reflect priority development sites, either because of ownership patterns,
existing development momentum, economic development goals, access or other site
advantages, and/or private sector interest. By delving into more detail at a larger scale, issues
of development program, scale and massing, parking strategies, waterfront connections and
open space amenities, street patterns, and pedestrian environment can be explored.
Task 2.3 Preferred Design Alternatives
a) Explore alternatives for connections, and identity of residential neighborhoods and
Commercial Corridors impacting the Waterfront as a whole, focusing on a framework that
will resonate with the city, the stakeholders, and the community.
b) Sasaki and Associates will work with Duany Plater-Zyberk ("DPZ") throughout this
engagement to deliver a work -product that can be incorporated into the Miami 21 initiative.
c) Review framework concepts (no less than three (3)) with the Advisory Team as works -in -
progress to refine the alternative concepts.
d) Meet with the City Advisory Boards to review assessment findings and to discuss alternative
approaches for the future of the study area.
e) Test and evaluate ideas through dialogue with key stakeholders, reviewing assessment
findings and discussing alternatives; conduct an open forum for discussion with the
community.
f) The Team will review the design alternatives developed by the Sasaki Associates team and
will comment on opportunities and constraints for public enhancements, as appropriate.
Task 2.4 Summary of Preferred Master Plan Direction
a) Establish a preferred direction for the Master Plan integrating design, economics,
transportation, technical issues, and input from the community, workshop, and the public,
private, and institutional sector.
b) Preview development studies with the Client and other key stakeholders as appropriate just
prior to public presentation.
c) Conduct an open public forum to present site and market analysis findings and discuss
alternative open space and development strategies. During this work session, Sasaki will
discuss issues, test ideas through a series of alternatives, and evaluate the advantages and
disadvantages of different directions.
d) The Sasaki Team will participate in dialogue with the client and integrate various elements of
the Master Plan into project alternatives and will provide recommendations regarding a
preferred Master Plan
Phase 2 - Work Products and Meetings
• Original PowerPoint presentation documenting alternatives, in electronic format.
• Detail illustrative plans supporting focus area studies.
• One interim meeting with the working group, stakeholders, and the public over a one to two
day period.
• One public workshop
• Summary of stakeholder and public input
• Presentationof alternatives
• Presentation of draft to Boards (PAB & WFAB)
• Presentation of Final Report to Miami City Commission
Phase 3: Implementation Plan
The third phase of the work will focus on refining the Master Plan and developing a strategy that
encompasses city priorities, economic opportunities, and the realities of phasing. This phase
would include DPZ, Inc., citywide master planner.
Task 3.1 Draft Master Plan
a) Refine the preferred master plan to establish a clear framework for the future.
b) Document the plan with a clear set of goals and principles for future growth and development
in the Commercial Corridors impacting the Waterfront and adjacent residential
neighborhoods, and the relationship of this plan to the context, the City's long-term interests,
and to private sector benefits.
c) Illustrate master plan concepts with perspective renderings, three-dimensional graphics, and
diagrams.
d) Prepare graphic layout for master plan report.
Task 3.2 Draft Implementation Plan
a) Document the location and real estate requirements of proposed improvements. Based on
likely open space and development programs, analyze feasibility to determine financial gaps.
b) Identify economic opportunities that should be pursued and impediments that should be
overcome; as related to the Waterfront.
c) Identify priority projects and a phasing plan for subsequent projects.
d) Develop criteria for land acquisition and assembly to facilitate priority projects.
e) Establish an estimate of anticipated costs for public projects to occur over the next five years,
based on comparable projects and unit costs.
f) Define the roles and responsibilities of different entities, including City and State agencies,
and civic and economic development organizations, as well as the basis for partnerships with
institutions.
Through our work with the Coconut Grove Waterfront Master Plan and DPZ under the
Miami 21 project, the Team will provide the findings and reactions of the decision bodies
addressing the Waterfront Master Plan to DPZ to be considered when Miami 21 initiative
addresses the southern quadrant. The conclusions of this work will follow the format of the
Priority Development Areas ("PDA's") addressed in Miami 21 and will deal with economic
and financial conclusions at the level of detail provided under other Miami 21 PDA's. These
conclusions and recommendations will inform the Waterfront Master Plan's Implementation
Strategy, public outreach and Public Hearings and a final presentation to the City
Commission. Subsequent modifications for the Final Implementation Plan will be made by
the prime consultant with input from the Team.
g)
Task 3.3 Phasing and Implementation Strategy
a) Develop a phasing plan that prioritizes existing projects or project areas within the overall
study area, and include any new priority projects identified during this process.
b) Within the focus areas, identify a preliminary phasing plan and work with the Client and
other stakeholders to prioritize projects and immediate next steps to move first phase projects
through the design and development process.
c) Define roles and responsibilities of the public sector, private sector, and other key partners,
highlighting roles related to public improvements, development, policy changes, promotion,
and outreach.
d) Summarize design strategies and guidelines, focusing on building placement, height, open
space requirements, activation of the public realm, and general character of the waterfront;
prepare design suggestions for trails, public waterfront parks, streetscapes, or other open
space elements.
Task 3.4 Public Process/Public Hearings
a) In a public hearing, present the draft Master PIan and the draft Implementation Plan to the
Advisory Boards.
b) Conduct a public hearing on the Draft Development Plan and the Draft Implementation Plan
to solicit the public's input.
c) Conduct a public hearing with the City Commission.
Task 3.5 Final Documentation and Meetings
a) Based on input provided from work sessions and the Public Hearing on the draft plan,
finalize the Master Plan and Implementation Plan.
Task 3.6 Final Presentations
a) Present Master Plan and Implementation Plan to the Miami City Commission.
Task 3 - Work Products and Meetings
• Illustrative framework plan, in electronic form and 5 color copies at 11" x 17".
• Perspective renderings and study models as needed.
• Original PowerPoint show of the draft and final presentation of the Master Plan.
• Draft Master Plan (to include Implementation as a section within the Draft Master Plan) for
review and approval of layout and style, 5 color copies in 11" x 17" and in electronic format,
for the City's review.
• Final Master Plan (to include Implementation as a section within the Master Plan) , 10 color
copies bound 11"X17", and CD PDF file for City's use.
• Estimates of probable costs for proposed improvements.
• One Meeting with the Advisory Team on the draft master plan.
• Two meetings with Advisory Boards (one with PAB and one with WFAB).
• Provider and Client will be in constant collaboration throughout this engagement.
• Two public hearings to solicit public input.
• Final presentation to the Miami City Commission.
• The Team will develop text, tables and other data, as part of the draft and final Master Plan.
Phase 4.0 Additional Services
As additional funding becomes available, Sasaki proposes the services would advance the design
and development strategy in more detail and could serve as the basis for developer solicitations
and funding requests at state and federal levels.
Task 4.1 Financial Analyses and Funding Sources
Test the financial feasibility of key projects to fine-tune the park programs, including
programmed events, access, parking, and all marine activities.
a) Identify a package of incentives and funding sources that can be used to accomplish master
planning goals in key locations.
Task 9.2 Waterfront Plan Refinement
a) Refine progress plans based on financial analysis to provide an illustrative graphic of open
space, parking, and other site features, which could be used for solicitation and request for
funding.
b) Refine phasing plan to incorporate these updates.
Task 4.3 Illustrative Three -Dimensional Models
a) Prepare three-dimensional computer renderings or physical models of the site and its
development, which can be used as a study tool during the design process and as a finished
product to illustrate design and development intent.
Task 4.4 Perspective Renderings
a) Prepare illustrative perspective renderings of the site development and/or open space to
convey intent to possible funding entities and investors and to generate public interest
beyond those as identified in our agreement.
Fees, Schedule
and List of Sub -Consultants
Fees and Schedule:
Fee Schedule for 100% Complete Deliveries Submittal.
Phase Duration Start Date Finish Date Total
Phase 1
Assessment 10 Weeks 9/05 11/05 $ 145,000
1.1 Project Framework
1.2 Data Collection & Inventory
1.3 Transportation & Infrastructure Analysis
1.4 Market, Feasibility and Program Analysis
Phase 2
Master Plan 10 Weeks 11/05 1/06 $ 180,000
2.1 Public Participation
2.2 Development Plan Studies
2.3 Preferred Design Alternatives
2.4 Summary of Preferred Master Plan Direction
Phase 3
Implementation Plan 23 Weeks. 1/06 6/06 $ 250,000
3.1 Draft Master Plan
3.2 Draft Implementation Plan
3.3 Phasing and Implementation Strategy
3.4 Public Process / Public Hearing
3.5 Final Documentation and Meetings
3.6 Final Presentations
Total (Including expenses) $ 575,000
Sub -Consultants:
1. Miami Dade Community College, Prof. Paul S. George
2. Curtis & Rogers Landscape Architects
3. Economic Research Associates
4. Consul -Tech Engineering
5. EAC Consulting
6. Basulto Management Consulting, Inc.