The URL can be used to link to this page

Leland Consulting Group ~ C190029 City of Tigard CONTRACT CHANGE ORDER 13125 SW Hall Blvd. _ AMENDMENT SUMMARY Tigard,Oregon 97223 Phone- (503) 639-4171 • s FIELD CHANGE ORDER FORM Fax- (503) 684-7297 www.tigard-or.gov Project Title: Tigard Triangle Equitable Urban Project Manager: Sean Farrelly Renewal Implementation Project Contractor: Leland Consulting Group Origin I Contract#: C190029 Effective Dates: 12/12/18-6/30-20 1 Chane Order/Amendment Amount: 0 Accounting String: 940-9000-54001 14009-100 1 Amendment Percentage Running Total: % AMENDMENT DETAILS now Extend expiration date to 12/31/20 L CHANGE ORDER DETAILS UNIT QTY UNIT$ TOTAL$ REASONING FOR CHANGE ORDER/AMENDMENT Allow additional time to complete scope BUDGET IMPACT AND REQUIRED ACTIONS REQUESTING PROJECT MANAGER APPROVING ITY STAFF Si naturei nature Date Date Contractor is hereby authorized by the City of Tigard to perform CONTRACTOR the additional work described below in accordance with the terms and conditions detailed in the original contract along with all applicable rules,regulations,and laws that may be in effect for the work. The unit pricing in the original contract shall apply to all Signature additional work. A copy of this form, once completed, is to be forwarded to the Purchasing Office to ensure all changes to the encumbrances are met. Remember— the cumulative total of Amendments cannot exceed theproject's FY budget. Date CITY OF TIGARD,OREGON AMENDMENT TO CONTRACT TIGARD TRIANGLE EQUITABLE URBAN RENEWAL IMPLEMENTATION PROJECT C190029 AMENDMENT #1 The Agreement between the City of Tigard,a municipal corporation of the State of Oregon,hereinafter called City, and Leland Consulting Group, hereinafter referred to as Contractor, entered into on the 12r' day of December, 2018,is hereby amended as follows: 2. Effective Date and Duration This agreement shall become effective upon the date of execution by the City's Local Contract Review Board, and shall expire,unless otherwise terminated or extended, on completion of the work or jtn-.e 30, 20December 31, 2020 whichever comes first. All work under this Agreement shall be completed prior to the expiration of this Agreement IN WITNESS WHEREOF, City has caused this Amendment to be executed by its duly authorized undersigned officer and Contractor has executed this Amendment upon signature and date listed below. CITY OF TIGARD LELAND CONSULTING GROUP Signature Signature Martha Wine Christopher Zahas Printed Name Printed Name 6/23/2020 June 4, 2020 Date Date CITY OF TIGARD,OREGON-CONTRACT SUMMARY FORM THIS FORMMUSTAccomPANYEVERYCoNrpACT r� Contract Title: Tigard Triangle Equitable Urban Renewal Implementation Project Number: Contractor: Leland Consulting Group Contract Total: $370.000.00 Contract Overview: The Consultant shall perform professional consulting and design sen-ices relevant to the Tigard Triangle Equitable Urban Renewal Implementation Project in accordance with the terms and conditions. Initial Risk Level: ❑ Extreme ❑ High ❑ Moderate ® Low- Risk Reduction Steps: Risk Comments: Risk Signature: Contract Manager: Sean Farrellv Ext: 2420 Department: CD Type: ❑ Personal Svc ® Professional Svc ❑ Architectural Agr ❑ Public Imp ❑ General Svc ❑ Engineering Svc ❑ Other: Start Date: 1/2/2019_End Date: 12/31/2019_ Quotes/Bids/Proposal: FIRM MOUNT/S ORE 1. Leland Consulting Group 2. Eco Northwest Account String: Fund-Division-Account Work Order—Activity Type Amount FY 18/19 940-9000-54001 14009-100 $200,000.00 FY 19/20 940-9000-54001 14009-100 $170,000.00 FY FY FY AMDrovals - LCRB Date: 12/11/2018 Department Comments: Department Signature: Purchasing Comments: Purchasing Signature: City Manager Comments: City Manager Signature: After securing all required approvals, forward original copy to the Contracting and Purchasing Office along with a completed Contract Checklist. Version Date: June 26,2018 City ofTigard C 1 qaQ18 -•' FINANCE AND INFORMATION SERVICES R QUALIFICATION BASED REQUEST FOR PROPOSAL (QBS) mom Tigard Triangle Equitable Urban Renewal Implementation Project Proposals Due: July 24,2018-2:00 pm local time Proposer must include one (1) original and one (1) electronic copy on a portable USB drive (thumb drive Submit Proposals To: City of Tigard—Contracts &Purchasing Office Attn: Joe Barrett,Sr. Management Analyst 13125 SW Hall Blvd. Tigard, Oregon 97223 Direct Questions To: Sean Farrelly,Redevelopment Project Manager Phone: (503) 718-2420 Email: Sean@,tigard-or.gov Susan Shanks,Senior Planner Phone: (503) 718-2454 Email: SusanS&tiga_ rd�-or.gov City of Tigard 113125 SW Hall Blvd.,Tigard, OR 97223 1 (503) 639-4171 www.tigard-or.gov PUBLIC NOTICE QUALIFICATION BASED REQUEST FOR PROPOSAL TIGARD TRIANGLE EQUITABLE URBAN RENEWAL IMPLEMENTATION PROJECT The City of Tigard is seeking sealed proposals from qualified firms to provide professional services to assist with the Tigard Triangle Equitable Urban Renewal Implementation Project.Among the desired specialties on the firm or consultant team include planning, engineering, real estate economics, urban renewal and public involvement. Proposals will be received until 2:00 pm local time,Tuesday,July 24,2018,at Tigard City Hall's Utility Billing Counter at 13125 SW Hall Blvd.,Tigard, Oregon 97223. Proposals will be scored and ranked on a qualification basis and the City will enter into negotiations with the top ranking firm. No proposal will be considered unless fully completed in a manner provided in the RFP packet. Facsimile and electronic (email) proposals will not be accepted nor will any proposal be accepted after the stated due date and time. Any proposal received after the closing time will be returned to the submitting firm unopened after a contract has been awarded for the required services. RFP packets may be downloaded from www.tigard-or.gov or obtained in person at Tigard City Hall's Utility Billing Counter located at 13125 SW Hall Blvd.,Tigard, Oregon 97223. Proposers are required to certify non-discrimination in employment practices and identify resident status as defined in ORS 279A.120. Pre-qualification of proposers is not required. All proposers are required to comply with the provisions of Oregon Revised Statutes and Local Contract Review Board (LCRB) Policy. The City may reject any proposal not in compliance with all prescribed public bidding procedures and requirements and may reject for good cause any or all proposals upon a finding of the City if it is in the public interest to do so. PUBLISHED: Daily„Tournal of Commerce DATE: June 29,2018 QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 2 Close—July 24, 2018—2:00 pm TABLE OF CONTENTS TITLE PAGE TitlePage-.......................................--.................................................................1 Public Notice------------------------------------- ------ 2 Table of Contents 3 SECTIONS Section 1 Introduction 4 Section 2 Proposer's Special Instructions--------------------------------------------------------- -----.....4 Section3 Background........................................................................................................ Section 4 Scope and Schedule of Work-----------------------•-----•--------------------------------------------- 8 Section 5 Proposal Content and Format-------------------------------------------------------------------------10 Section 6 Proposal Evaluation Procedures-------------------------------•--------- -----------------------___-12 Section 7 Proposal Certifications------------------------------- -......................... •--------------------------14 Section 8 Signature Page--------------------------•-•-------••--------...-----...-----------------------........-•------15 ATTACHMENTS Attachment A Acknowledgement of Addenda.......................................................................16 Attachment B Statement of Proposal--------•- -------------------------------- ----------------------------------------------------- 7 Attachment C City of Tigard Engineering Services Agreement---------------------- ----------------------18 QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 3 P g c Close—July 24, 2018—2:00 pm SECTION 1 INTRODUCTION The City of Tigard is seeking sealed proposals from firms qualified to provide professional services to assist with the Tigard Triangle Equitable Urban Renewal Implementation Project. Proposals will be received until 2:00 pm local time, Tuesday,July 24, 2018, at Tigard City Hall's Utility Billing Counter at 13125 SW Hall Blvd., Tigard, Oregon 97223. Proposals will be scored and ranked on a qualification basis and the City will enter into negotiations with the top ranking firm. No proposal will be considered unless fully completed in a manner provided in the RFP packet. Facsimile and electronic (email) proposals will not be accepted nor will any proposal be accepted after the stated due date and time. Any proposal received after the closing time will be returned to the submitting firm unopened after a contract has been awarded for the required services. Proposers are required to certify non-discrimination in employment practices and identify resident status as defined in ORS 279A.120. Pre-qualification of proposers is not required. All proposers are required to comply with the provisions of Oregon Revised Statutes and Local Contract Review Board (LCRB) Policy. The City may reject any proposal not in compliance with all prescribed public bidding procedures and requirements and may reject for good cause any or all proposals upon a finding of the City if it is in the public interest to do so. SECTION 2 PROPOSER'S SPECIAL INSTRUCTIONS A. PROPOSED TIMELINES Friday. June une 29,2018 Advertisement and Release of Project Packet Thursday,July 12,2018— 10:00 am Non-mandatory Pre-bid Meeting Tuesday,July 24,2018—2:00 pm Deadline for Submission of Proposals Week of August 6,2018 Interviews (if necessary) August 13—24,2018 Negotiations Tuesday.September 11,2018 Award of Contract by LCRB Monday, October 1, 2018 Commencement of Services NOTE: The City reserves the right to modify this schedule at the City's discretion B. GENERAL By submitting a proposal, the Proposer certifies that the Proposal has been arrived at independently and has been submitted without any collusion designed to limit competition. C. PROPOSAL SUBMITTAL The Proposal and all amendments must be signed and submitted no later than 2:00 pm,Tuesday,July 24,2018,to the address below. Each proposal must be submitted in a sealed envelope and designated with proposal title. Proposer must include one (1) original and one (1) electronic copy on a portable USB drive (thumb drive) of their submittal. To assure that a proposal receives priority treatment, please mark as follows. QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 4 1 P a g)c Close—July 24, 2018—2:00 pm QBS—Tigard Triangle Equitable Urban Renewal Implementation Project City of Tigard—Utility Billing Counter Attn: Joe Barrett, Sr.Management Analyst 13125 SW Hall Blvd. Tigard, Oregon 97223 Proposer shall put their name and address on the outside of the envelope. It is the Proposer's responsibility to ensure that proposals are received prior to the stated closing time. The City shall not be responsible for the proper identification and handling of any proposals submitted incorrectly. Late proposals, late modification, or late withdrawals shall not be considered accepted after the stated bid opening date and time and shall be returned unopened. Facsimile and electronic (email) proposals will not be accepted. D. PROTEST OF SCOPE OF WORK OR TERMS A Proposer who believes any details in the scope of work or terms detailed in the proposal packet and sample contract are unnecessarily restrictive or limit competition may submit a protest in writing, to the Purchasing Office. A protest may be submitted via facsimile. Any such protest shall include the reasons for the protest and shall detail any proposed changes to the scope of work or terms. The Purchasing Office shall respond to any protest and,if necessary, shall issue any appropriate revisions, substitutions, or clarification via addenda to all interested Proposers. To be considered, protests must be received at least five (5) days before the proposal closing date. The City shall not consider any protest against award due to the content of proposal scope of work or contract terms submitted after the established protest deadline. All protests should be directed to the attention of Joe Barrett, Sr.Management Analyst,and be marked as follows: RFP Specification/Term Protest City of Tigard—Contracts and Purchasing Office Attn: Joe Barrett, Sr. Management Analyst 13125 SW Hall Blvd. Tigard, Oregon 97223 If a protest is received in accordance with the section above,the proposal opening date may be extended if necessary to allow consideration of the protest and issuance of any necessary addenda to the proposal documents. E. PROPOSAL SUBMISSION AND SIGNING All requested forms and attachments(Signature Page,Acknowledgment Addenda,Statement of Proposal, etc) must be submitted with the Proposal and in the required format. The submission and signing of a proposal shall indicate the intention of the firm to adhere to the provisions described in this RFP. F. COST OF PREPARING A PROPOSAL The RFP does not commit the City to paying any costs incurred by Proposer in the submission or presentation of a proposal or in making the necessary studies for the preparation thereof. G. INTERPRETATIONS AND ADDENDA All questions regarding this project proposal shall be directed to Joe Barrett,Sr.Management Analyst. If necessary, interpretations or clarifications in response to such questions will be made by issuance of an "Addendum" to all prospective Proposers within a reasonable time prior to proposal closing, but in no case less than 72 hours before the proposal closing. If an addendum is necessary after that time,the City, at its discretion, can extend the closing date. QBS—Tigard Triangle Equitable Urban Renewal Implementation Project Close—July 24, 2018—2:00 pm Any Addendum issued, as a result of any change in the RFP, must be acknowledged by submitting the "Acknowledgment of Addenda"with proposal. Only questions answered by formal written addenda will be binding. Oral and other interpretations or clarifications will be without legal effect. H. BUSINESS LICENSE/FEDERAL TAX ID REQUIRED The City of Tigard Business License is required. Chapter 5.4 of the Tigard Municipal Code states any business doing business in the City of Tigard shall pay a City of Tigard Business License. Successful Contract will be required to present a copy of their City of Tigard Business License at the time of contract execution. Successful Contractor shall also complete a W-9 form for the City at the time of contract execution. I. CITY'S PROJECT MANAGER The City's Project Manager for this work will be Sean Farrelly,Redevelopment Project Manager who can be reached by phone at(503) 718-2420 or by email at sean@tigard-or.gov. J. PROPOSAL VALIDITY PERIOD Each proposal shall be irrevocable for a period of ninety (90) days from the Proposal Opening Date. K. FORM OF CONTRACT A copy of the City's standard engineering services agreement, which the City expects the successful firm or individual to execute,is included as "Attachment C". The contract will incorporate the terms and conditions from this RFP document and the successful proposer's response documents. Firms taking exception to any of the contract terms shall submit a protest or request for change in accordance with Section 2.D "Protest of Scope of Work or Terms" or their exceptions will be deemed immaterial and waived. L. TERM OF CONTRACT The contract for this work is anticipated to commence on or around October 1, 2018. All work stemming from the contract is anticipated to be completed no later than June 30,2020. M. TERMINATION The contract may be terminated by mutual consent of both parties or by the City at its discretion with a 30 days' written notice. If the agreement is so terminated, Contractor shall be paid in accordance with the terms of the agreement. N. NON-COLLUSION Proposer certifies that this proposal had been arrived at independently and has been submitted without collusion designed to limit independent bidding or competition. O. PUBLIC RECORD All bid material submitted by bidder shall become the property of the City and is public record unless otherwise specified. A bid that contains any information that is considered trade secret under ORS 192.501(2) should be segregated and clearly identified as such. This information will be kept confidential and shall not be disclosed except in accordance with the Oregon Public Records Law, ORS 192. The above restrictions may not include any subsequent cost or price information, which must be open to the public. QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 6 1 Pa .( Close—July 24, 2018—2:00 pm SECTION 3 BACKGROUND The 500-acre Tigard Triangle is located just east of downtown Tigard and seven miles south of downtown Portland. This underdeveloped area is surrounded by.high-volume highways on each side: I-5 to the east, Hwy 217 to the southwest, and Hwy 99W to the northwest. The area has a wide variety of development: big box retail stores and newer office buildings, mixed with older single family houses,many of which have been converted to office or other use. The Triangle's residential population is around 579. The area is well-situated within the region for access to employment centers outside of Tigard and is located on the proposed Southwest Corridor light rail alignment. However, it lacks key infrastructure and suffers from blight and disinvestment in many areas. Over the past six years, the City of Tigard has dedicated significant time and resources to redevelopment in the Triangle. In 2012,the City began work on the Tigard Triangle Strategic Plan to establish the community's land use and development vision for this area. The City has undertaken the following efforts to create a more comfortable, safe and attractive walkable environment in the Triangle: • Walkability Assessment(completed by PSU graduate students and State of Place analytics firm) • Urban Renewal Plan (approved by the Tigard voters in May 2017) • Development Code Amendments known as the"Lean Code"(adopted by the City in December 2017) • City of Tigard Stormwater Master Plan (2018) As it prepares to invest more than $188 million in funds in this area over the next 35 years, the City desires equitable development to be a core value of urban renewal. The city has taken some steps towards this. Tigard's first commitment of Triangle urban renewal funds was development assistance for a Community Partners for Affordable Housing project to be constructed in 2019. Efforts like the Triangle Lean Code support equitable development by "leaning" (simplifying) site and building design standards and the development review process in order to reduce barriers to development. Local Triangle property or business owners who may not have access to large amounts of capital could undertake small-scale incremental redevelopment,which can result in rent levels that allow existing residents or businesses to stay. In addition, Tigard has worked jointly with the City of Portland on the Southwest Corridor Equitable Housing Strategy and participated in the Southwest Equitable Development Strategy (SWEDS.) The City's past and current efforts, in combination with market forces, show signs of bearing fruit in the Triangle. However,if strategic investment had to wait until sufficient urban renewal funding was available,it could be too late to make key equitable development investments. The City was awarded a 2040 Planning and Development Grant from Metro to develop a comprehensive urban renewal investment strategy, with equitable development as a priority outcome that will guide public/private investments. (littt)s://www.oregonmetro.ggv/sites/default/files/2018/02/07/2040grants-2017-award-factshect-20180207 0 pdf). Such a strategy will mitigate residential and business displacement pressures and explore opportunities for social equity in all areas: housing, employment, access to goods and services and improved quality of life. SECTION 4 SCOPE AND SCHEDULE OF WORK The City of Tigard and its urban renewal agency,the Town Center Development Agency,seek a collaborative interdisciplinary team—consisting of planners, engineers, public involvement specialists, financial analysts, and development consultants—to work with City/Agency staff and a Community Based Organization (to be hired under a separate contract with the city) on the Tigard Triangle Urban Renewal Implementation Project. The general timeframe for completion is 18 – 24 months. The scope of work includes the development of the interrelated tasks detailed below. Tasks are generally listed in chronological order, but QBS–Tigard Triangle Equitable Urban Renewal Implementation Project 7 1 P g Close–July 24,2018–2:00 pm will include iterative steps because interrelation between activities is essential. The scope of work to be performed by the Consultant Team may include,but is not limited to the following: KEY: A. Task Name Task Description A.1 Subtask Name • Subtask Description ➢ Subtask Deliverable The scope of work to be performed by the Consultant Team may include, but is not limited to the following. A. Project Management Al. Project Management Consultant • Weekly telephone check-in meetings with City and Consultant P.M.'s (to be scheduled by mutual agreement). • Provide monthly reports with updated schedule, work completed and upcoming, any issues or changes. Include a percentage complete versus percentage spent by task. ➢ Monthly reports CC4 • Review reports. A2. PMT Kick-off Meeting This meeting will review the City's preliminary project schedule, scope, and budget with City PM, Metro Grant Liaison, Community Based Organization representative, Consultant PM, and other staff members as necessary. Consultant • Review preliminary project coordination, scope, schedule,and budget. • Participate in 2.5-hr PMT meeting. ➢ Meeting Summary Q!11 • Convene 2.5-hr PMT meeting. ➢ Final Project Schedule, Scope, and Budget A3. Public Involvement Plan Consultant • Participate in 2-hr meeting with City and community based organization (CBO)partner to develop a Public Involvement Plan at least one month prior to first public meetings.The plan should include the format, objective(s), and preliminary agenda for each public meeting, online and social media strategy, online surveys, and any other public involvement tools to be used. ➢ Draft Public Involvement Plan ➢ Final Public Involvement Plan QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 8 1 P a g Close—July 24,2018—2:00 pm C-4 • Convene 2-hour meeting with Consultant to develop Public Involvement Plan. • Comment on Draft Public Involvement Plan. ➢ Written comments on Draft Public Involvement Plan A4. Document Review and Research and Data Analysis Consultant Review all relevant city and Metro documents (e.g. Tigard Triangle Urban Renewal Plan and the Report Accompanying the Plan,Tigard Triangle Strategic Plan,Lean Code,Tigard Affordable Housing Program Report, Southwest Corridor Equitable Housing Strategy, relevant Southwest Corridor Equitable Development Strategy (SWEDS) documents, Tigard Triangle Streetscape Plan,Capital Improvement Plan,Transportation System Plan, and Infrastructure Master Plans). • Compile demographic employment and income data from the above documents and U.S. Census and American Community Survey information. C4 • Provide all relevant city documents and data, including but not limited to any existing infrastructure project lists and cost estimates. B. Tigard Triangle Equitable Urban Renewal Implementation Strategy The consultant will develop a comprehensive strategy that informs the project approach and sets a clear path for implementation. The strategy will support equitable housing and employment opportunities; implement the Triangle's envisioned development, urban renewal goals, and new development code objectives;and coordinate with the work performed under the other Tasks.The strategy will also analyze, prioritize, and advance key public infrastructure projects in the Tigard Triangle Urban Renewal Plan that will align public investments with private and nonprofit development. A comprehensive strategy should address how the implementation of the Tigard Triangle Urban Renewal Plan will support the following: • Increase supply of diverse housing types for a range of affordability levels. • Ensure that vulnerable communities and historically marginalized populations benefit from new investments in the Triangle. • Provide opportunities for area residents to build skills to secure higher paying jobs (e.g. access to training and education). • Support local businesses to retain customers and employees, and identify sources to secure small business assistance. • Develop a prioritized project list of public investments. • Evaluating the cost/feasibility of top ranked urban renewal projects, including site acquisition needs, and finalize priorities. • Develop design concepts and/or preliminary 5%design engineering plans for the highest ranking projects. Bl. Project Vision and Equitable Development Goals The purpose of this task is to develop Equitable Development Goals and Public Investment Projects evaluation methodology. The Equitable Development Goals will be based on: • Demographic, employment and income data analysis of the Triangle urban renewal area to determine benefit to vulnerable and underserved communities. QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 9 1 P a g L Close—July 24, 2018—2:00 pm • Synthesis of relevant findings and recommendations from the City of Tigard /Portland's Southwest Corridor Equitable Housing Strategy, Metro's Southwest Corridor Equitable Development Strategy (SWEDS) and Regional Quality of Life index. • Feedback gathered from the equity focus group (see Table 1), CBO outreach and other public engagement activities. Public Investment Projects evaluation methodology will include: • A statement of Equitable Development Principles and a Scorecard with metrics to evaluate potential urban renewal projects and equitable economic development investments that can be monitored over time. • Targets,goals,and recommendations on how to achieve targets for affordable and market- rate housing units at different income levels and for attracting jobs in specific sectors that can be accessed by Tigard workers. • Identification and recommendations on how to address systemic deficiencies in infrastructure investment that have traditionally marginalized low-income residents and employees ahead of market forces. B2. Public Investment Projects List and Design The purpose of this task is to analyze, prioritize, and advance key public investment projects in the Tigard Triangle Urban Renewal Plan that will align public investments with private and nonprofit development. At this phase in the project, the consultant team will develop a recommended sequence of projects that will encourage private investment and equitable development.The Public Investment Project List will be developed in conjunction with the Urban Renewal Finance Plan (Task B3). • Develop an initial prioritized project list from the Urban Renewal Plan based on the Urban Renewal Plan goals and objectives, Equitable Development vision and goals, the Stormwater Master Plan,and other city plans.All proposed projects will be analyzed based on the equitable development project evaluation scorecard. • Involve the Technical Advisory Committee (TAC) in this phase to provide feedback and analysis of projects. • Evaluate the cost/feasibility of prioritized projects,including site acquisition needs. • Develop a refined Public Investment Projects List. • Develop infrastructure design concepts and/or preliminary 5% design engineering plans. In collaboration with city staff,evaluate feasibility and development readiness of key urban renewal projects in coordination with development partners. Develop design concepts and/or preliminary 5% design engineering plans for each agreed upon project. Potential examples of such deliverables could be: o Preliminary design of improvements and streetscape for a specific street in the Triangle. o Stormwater Implementation Plan for the Tigard Triangle based on the Stormwater Master Plan and Clean Water Services requirements, refining regional and onsite stormwater requirements, size and location of regional facilities,and costs. o Concept plan and/or preliminary design for linear park and trail system. o Transitional street improvements plan, focused on providing bicycle and pedestrian connections as the Triangle develops/redevelops. o Stormwater piping/conveyance system plan and conceptual design. QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 10 1 Page Close—July 24, 2018—2:00 pm Note: the exact number of concepts/Plans to be completed will depend on the type of Projects that rank the highest and will be subject to negotiation between the city and consultant. • In collaboration with city staff identify appropriate sites and advise on site assembly and acquisition for key infrastructure investments ahead of market-moving activities. B3. Urban Renewal Finance Plan Provide an urban renewal plan financial framework for public investment decision-making. The plan will align public investment and private development with respect to project timing and location. The Urban Renewal Finance Plan will include: • Evaluation of the prioritized project list developed in Task A2 and funding scenarios. • Revised (if necessary) TIF projections from Report Accompanying the Plan. • Suggested timeline for bonding/borrowing based on a recommended sequence of projects developed in the Public Investment Project list. • Excel spreadsheet with formulas for staff to update and track maximum indebtedness,etc. B4. Project Stakeholder Meetings • Unless otherwise noted Consultant should assume for each meeting proposed: ➢ Meeting planning/preparation with City ➢ Meeting Agendas and Materials ➢ Facilitation/Participation ➢ Meeting Summary (ICAC and TCDA Board meeting summaries to be provided by city staff) QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 111 P a -c: Close—July 24, 2018—2:00 pm Table 1: Project Stakeholder Mee tin s Entity Membership Authority/Tasks Consultant Mtgs. Hrs. Role each mt9. Project Tigard Staff -Kick-off Meeting Team 6+ 2.5 Management Metro Grant Liaison -Public Involvement Plan member Team CBO representative -Investment Project List Consultant PM Development -Investment Project List and Scope Refinement -U.R.Finance Plan Review and comment -Review and comment on draft final report Equity Focus 10-12 participants Focus group to explore questions: Facilitator 1 1 Group including -What is the definition of equitable representatives of development? CBO's,local -What are the major equity issues in education the Triangle/Tigard? institutions,residents -What are ways to measure the and business owners success of an equitable development with diverse strategy? backgrounds CBO Outreach Targeted outreach to Outreach will include canvassing CBO (hired TBD key area populations residents and business owners, under community meetings,attending separate community events,other engagement contract)to tools,and identifying and developing lead skills for community leaders Town Center Members of TCAC Make recommendations to TCAC on Facilitator/ 3+ 1.5 Advisory and residents equitable development/ Presenter Commission (renters,low income implementation strategy (ICAC) home owners) and Triangle business owners with Equitable diverse backgrounds Development Subcommittee Town Center Standing committee Make recommendation on adoption of Presenter 4+ 1 Advisory implementation strategy to the Board Commission of the City Center Development Agency Technical City to identify and Assist with review and refinement of Facilitator/ 3+ 1.5 Advisory invite affected service project list Presenter Cornmittee providers,interested parties,and jurisdictions to serve on the TAC. Town Center City Council Project Briefings Presenter 2+ 1 Development Consideration/Adoption of Agency Board -Implementation Strategy QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 12 13 : g Close—July 24, 2018—2:00 pm Public input and task chart • Equity Focus Group • TCAC Subcommittee rTCAC recommendationtoTCDA Public input • CBO Outreach recommendation toTCAC TCDAadoption • TCAC • TCAC recommendation to Subcommittee _TCDA recommendation to TCAC ------- ----------------------- • Technical Advisory Committee ---------- /=---------------------- Public Investments R`= Project List I Project Visionand Design Implementation :-� Project i and Equitable "'" Strategy and Tasks I Development i �., " t}.�P !^�' ` Final Report Goals ` _ a Urban Renewal Finance Plan Y B5. Implementation Strategy and Final Report Document Provide a draft and final report (with an executive summary) with clear implementation strategy that integrates all project findings and deliverables and identifies next steps,phasing, etc. Consultant • Produce Draft and Final Equitable Development Strategy Report. The Final Report will incorporate comments from staff. ➢ Draft Equitable Development Strategy Report ➢ Final Equitable Development Strategy Report city • Review draft report. ➢ Written comments C. Property and Redevelopment Consulting The purpose of this task is to leverage private sector investment to maximize the impact of urban renewal investments. The task will result in the alignment of public, private, and non-profit sector investment in support of equitable development. C1. Identify potential sites for equitable development,including affordable housing Consultant • Participate in one (1) 2-hr. PMT meeting. • Develop a prioritized list of ten (10) sites the TCDA and/or other partners can acquire for new equitable development based on: QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 13 Close—July 24,2018—2:00 pm o The goals of the equitable development strategy. o Proximity to existing and future infrastructure,including transit. o Alignment of public,private,and non-profit sector investment in support of equitable development. o Other criteria as decided by City and stakeholders. • Working with staff and stakeholders, determine preferred opportunity sites for further study properties and identify property owners and potential equitable development Partners. • Contact opportunity site property owners. ➢ Prioritized list and map of identified preferred opportunity sites CC4 • Convene one (1) 2-hr. PMT meeting. • Review prioritized list of properties and identify property owners and potential equitable development partners. C2. Preliminary Negotiations and Memoranda of Understanding(Contingent Task) Consultant • For property owners that are interested in redevelopment and selling properties to the urban renewal agency, set up initial meetings and preliminary negotiations that will lead to the signing of a memorandum of understanding to sell property. C4 • Participate in negotiations with property owners. • City attorney will provide template and review draft memoranda of understanding. SECTION 5 PROPOSAL CONTENT AND FORMAT A. FORMAT To provide a degree of consistency in review of the written proposals, firms are requested to prepare their proposals in the standard format specified below.Proposals are limited to 15 pages (not including title page, transmittal letter, table of contents, or appendices),with each side counting as a page, 8.5" x 11" paper size, 11 point font minimum. 1. Title Page Proposer should identify the RFP Title, name and title of contact person, address, telephone number, fax number, email address, and date of submission. 2. Transmittal Letter The transmittal letter should be not more than two (2) pages long and should include as a minimum the following. a. A brief statement of the Proposer's understanding of the project and services to be performed; b. A positive commitment to perform the services within the time period specified, starting and completing the project within the deadlines stated in this RFP; and the names of QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 14 1 P Close—July 24, 2018—2:00 pm persons authorized to represent the Proposer, their title, address, and telephone number (if different from the individual who signs the transmittal letter). 3. Table of Contents The table of contents should include a clear and complete identification by section and page number of the materials submitted. 4. Project Understanding and An roach Describe in narrative form with tables, timelines or other figures as desired, the Proposers understanding of this type of work, the proposed approach/process and technical plan for accomplishing the work listed herein. Describe the proposed approach and tools for equitable development public involvement. Explain why the proposed team is interested in the project. Provide information to address the scope/work tasks listed in Section 4 of this RFP. 5. Consultant Team Organization and Qualifications Proposers are required to give sufficient information of their experiences to permit the City to understand and verify the exact nature of the contributions made by the consultant. Provide information about the prime consultant firm and any proposed sub-consultants. Provide a proposed project team organization chart, and clearly delineate areas of work responsibility. List and provide brief bio's for key project staff who will be assigned to the project. (Full resumes may be included in the appendix,maximum 1 page,2 sides per resume.) 6. Consultant Team Experience with Similar Projects Provide the details of experience and past performance of the Proposers on comparable projects for other public agencies. Include a table listing relevant projects with title, type of project, type(s) of relevant tasks completed, client, year project was completed, and which project team members worked on each project. Provide detailed project descriptions (up to 1 side of 1 page for each project) for up to 5 representative projects. List contact name, address,phone number, and e-mail address for each reference for each project. The City reserves the right to investigate the references and the past performance of any applicant with respect to its successful performance of similar projects, compliance with specifications and contractual obligations,and its completion of a project on schedule. 7. Project Management Describe the proposed consultant project manager's experience with relevant projects.Explain the project manager's approach to managing a team of professionals for a project with a variety of components and multiple stakeholders. Describe the proposed approach to communications with the city project managers,city staff,community based organization,and advisory committees.Describe the proposed approach to schedule,budget,scope,and change management. 8. Diversi Describe your approach for involving underrepresented (DBE,MBE,WBE, SDV, and ESB) businesses. Is your firm, or are any of your sub-consultants certified with the Certification Office of Business Inclusion and Diversity(COBID)?If yes,indicate all certification types and your firm's certification number. QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 15 1 P L g Close—July 24, 2018—2:00 pm B. ADDITIONAL SERVICES Provide a brief description of any other services that your firm could provide the City Such services would be contracted for on an "as needed" basis likely via an amendment to the contract so long a not drastically altering the scope of work. C. ADDITIONAL INFORMATION Please provide any other information you feel would help the Selection Committee evaluate your firm for this project. D. DISPUTES Should any doubt or difference of opinion arise between the City and a Proposer as to the items to be furnished hereunder or the interpretation of the provisions of this RFP, the decision of the City shall be final and binding upon all parties. E. CITY PERSONNEL No Officer,agent, consultant or employee of the City shall be permitted any interest in the contract. SECTION 6 PROPOSAL EVALUATION PROCEDURES A. SELECTION AND EVALUATION PROCESS A Selection Committee assembled by the City vU review the written proposals. Proposals will be evaluated to determine which ones best meet the needs of the City. After meeting the mandatory requirements, the proposals will be evaluated on their technical aspects. The Selection Committee will select the Proposer which best meets the City's needs based upon its evaluation of a Proposer proposal. Proposals will be evaluated in accordance with the following. 1. Completed proposal submitted on time Pass Fail 2. An original plus one copy(USB flash drive) of the complete proposal Pass Fail 3. Transmittal letter Pass Fail 4. Project Understanding,Approach, and Interest 35 points 5. Consultant Team Organization and Qualifications 15 points 6. Consultant Team Experience with Similar Projects 20 points 7. Project Management 15 points 8. Diversity in Contracting_ (total) 15 points • 5 points for prime or subconsultant(s)with any COBID certification (DBE. MBE.WBE, SDV.ESB), • 5 points for one or more subconsultants with MBE/WBE certification • 5 points for prime consultant with MBE/WBE certification TOTAL EVALUATION POINTS 100 POINTS B. PRESENTATION/INTERVIEW At the option of the City, the top two or three Proposers may be required to make a presentation of their proposal. This will provide an opportunity to clarify or elaborate on the proposal. The project manager will schedule the time and location of these presentations(if necessary)and notify the selected firms. Should one or more firms be selected for oral interviews, an additional twenty-five (25) points in scoring will be assigned to the interview process. QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 16 1 P Close—July 24, 2018—2:00 pm C. INVESTIGATION OF REFERENCES The City reserves the right to investigate references and the past performance of any Proposer with respect to its successful performance of similar projects, compliance with specifications and contractual obligations,its completion or delivery of a project on schedule,and its lawful payment of employees and workers. D. CLARIFICATION OF PROPOSALS The City reserves the right to obtain clarification of any point in regards to a proposal or to obtain additional information necessary to properly evaluate a particular proposal. Failure of a Proposer to respond to such a request for additional information or clarification could result in rejection of their proposal. E. NEGOTIATIONS WITH TOP RANKED FIRM Upon review of the proposals submitted,the City will enter into negotiations with the top ranked firm on a price for the work. If the City and the top ranked firm is unable after good faith negotiations to agree to a price,the City will move to the second ranked firm and enter into negotiations. The process shall repeat until either the City and a firm come to an agreed upon price or the City determines the project unfeasible at this time and elects to rescope and resolicit the work. F. PROTEST OF AWARD In accordance with Tigard Public Contracting Rule 30.135,any adversely affected Proposer has seven (7) calendar days from the date of the written notice of award to file a written protest. G. PROPOSAL REJECTION The City reserves the right to: 1. Reject any or all proposals not in compliance with all public procedures and requirements; 2. Reject any proposal not meeting the specifications set forth herein; 3. Waive any or all irregularities in proposals submitted; 4. In the event two or more proposals shall be for the same amount for the same work,the City shall follow the provisions of LCRB 30.095 and Section 137-095 of the Oregon Attorney General's Model Public Contract Manual; 5. Reject all proposals; 6. Award any or all parts of any proposal;and 7. Request references and other data to determine responsiveness. QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 17 1 Pal;L. Close—July 24, 2018—2:00 pm SECTION 7 PROPOSAL CERTIFICATIONS Non-discrimination Clause The Contractor agrees not to discriminate against any client, employee or applicant for employment or for services, because of race, color,religion,sex,national origin, handicap or age with regard to, but not limited to,the following employment upgrading,demotion or transfer;recruitment or recruitment advertising;layoffs or termination;rates of pay or other forms of compensation; selection for training; rendition of services. It is further understood that any contractor who is in violation of this clause shall be barred from receiving awards of any purchase order from the City,unless a satisfactory showing is made that discriminatory practices have terminated and that a recurrence of such acts is unlikely. Agreed by: Christopher E.Zahas Firm Name: Leland Consulting Group, Inc. Address: 610 SW Alder Street, Suite 1200 Portland, Oregon 97205 Resident Certificate Please Check One: ID Resident Vendor: Vendor has paid unemployment taxes and income taxes in this state during the last twelve calendar months immediately preceding the submission of this proposal. Or L3 Non-resident Vendor:Vendor does not qualify under requirement stated above. (Please specify your state of residence: 1 Officer's signature Type or print officer's name: Christopher E. Zahas QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 18 1 P a g c Close—July 24,2018—2:00 pm SECTION 8 SIGNATURE PAGE The undersigned proposes to perform all work as listed in the Specification section and that all articles supplied under any resultant contract will conform to the specifications herein, The undersigned agrees to be bound by all applicable laws and regulations, the accompanying specifications, and by City policies and regulations. The undersigned,by submitting a proposal,represents that: A) The Proposer has read and understands the specifications. B) Failure to comply with the specifications or any terms of the Request for Proposal may disqualify the Proposer as being non-responsive. The undersigned certifies that the proposal has been arrived at independently and has been submitted without any collusion designed to limit competition. The undersigned certifies that all addenda to the specifications has been received and duly considered with all addenda have been included in this proposal: Addenda: No. #1 through No. #1 inclusive. We therefore offer and make this proposal to furnish services herein in fulfillment of the attached requirements and specifications of the City. Name of firm: Leland Consulting Group, Inc. Address: 610 SW Alder Street, Suite 1200 Portland, Oregon 97205 Telephone Number: 503-222-1600 Fax Number: 503-376-8350 By: �� Date: July 23, 2018 (Signature of Authorik4d Official. I ' tnership,signature of one partner.) Typed Name/Tide: Christopher E. Zahas, Managing Principal CiQ._� .22 !� - If corporation,attest: (Corporate Office ® Corporation ❑Partnership ❑ Individual Federal Tax Identification Number(TIN): 93-0995780 QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 19 1 Page. Close—July 24,2018—2:00 pm ATTACHMENT A CITY OF TIGARD, OREGON ACKNOWLEDGMENT OF ADDENDA Project Title: Tigard Triangle Equitable Urban Renewal Implementation Project Close: Tuesday,July 24.2018 I/WE HAVE RECEIVED THE FOLLOWING ADDENDA (move received. write 'None Received'): 1. #1 3. 2. 4. July 23, 2018 rN Signature of Prop er Managing Principal Title Leland Consulting Group, Inc. Corporate Name QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 20 1 Pa g Close—July 24,2018—2:00 pm ATTACHMENT B CITY OF TIGARD, OREGON STATEMENT OF PROPOSAL Name of Consultant: Leland Consulting Group, Inc. Mailing Address: 610 SW Alder Street, Suite 1200 Portland, Oreaon 97205 Contact Person: Christopher E. Zahas Telephone: 503-222-1600 Fax: 503-376-8350 Email: czahasCcB_lelandconsulting.com accepts all the terms and conditions contained in the City of Tigard's Qualification Based Request for Proposal for the Tigard Triangle Equitable Urban Renewal Implementation and the attached engineering services agreement template(Attachment C): � i July 23, 2018 Signature of autho ed representati Date Christopher E.Zahas 503-222-1600 Type or print name of authorized representative Telephone Number Christopher E. Zahas 503-222-1600 Type or print name of person(s) authorized to negotiate contracts Telephone Number 2 1 a, c ggContract#nl.0 ATTACHMENT C CITY OF TIGARD,OREGON PROFESSIONAL SERVICES AGREEMENT TIGARD TRIANGLE EQUITABLE URBAN RENEWAL IMPLEMENTATION PROJECT THIS AGREEMENT,made and entered into this 12'day of December,2018,by and between the City of Tigard, a municipal corporation, hereinafter referred to as the "City," and Leland Consulting Group, hereinafter referred to as the "Consultant." RECITALS WHEREAS, the City's Fiscal Year 2018-2019 budget provides for professional consulting services for the Tigard Triangle Equitable Urban Renewal Implementation project;and WHEREAS, the accomplishment of the work and services described in this Agreement is necessary and essential to the program of the City;and WHEREAS, the City desires to engage the Consultant to render professional consulting services for the project described in this Agreement,and the Consultant is willing and qualified to perform such services; THEREFORE,in consideration of the promises and covenants contained herein, the parties hereby agree as follows: 1. Consultant's Scope of Services The Consultant shall perform professional consulting and design services relevant to the Project in accordance with the terms and conditions set forth herein, and as provided in Exhibit A, which is attached hereto and by this reference made a part of this Agreement. 2. Effective Date and Duration This agreement shall become effective upon the date of execution by the City's Local Contract Review Board, and shall expire,unless otherwise terminated or extended,on completion of the work or June 30, 2020 whichever comes first. All work under this Agreement shall be completed prior to the expiration of this Agreement. 3. Consultant's Fee A. Basic Fee 1) As compensation for Basic Services as described in Exhibit A of this Agreement, and for services required in the fulfillment of Paragraph 1, the Consultant shall be paid on an hourly rate based upon the"Schedule of Rates"in Exhibit B of this agreement,which shall constitute full and complete payment for said services and all expenditures which may be made and expenses incurred, except as otherwise expressly provided in this Agreement. The Basic Fee shall not exceed the amount of Three Hundred Seventy Thousand and No/100 dollars ($370,000.00) without prior written authorization. 2) The Parties hereto do expressly agree that the Basic Fee is based upon the Scope of Services to be provided by the Consultant and is not necessarily related to the estimated construction cost of the Project. In the event that the actual construction cost differs from the estimated construction cost, the Consultant's compensation will not be adjusted unless the Scope of Services to be provided by the Consultant changes and is authorized and accepted by the City. B. Payment Schedule for Basic Fee Payments shall be made upon receipt of billings based on the work completed. Billings shall be submitted by the Consultant periodically,but not more frequently than monthly. Payment by the City shall release the City from any further obligation for payment to the Consultant for service or services performed or expenses incurred as of the date of the statement of services. Payment shall be made only for work actually completed as of the date of invoice. Payment shall not be considered acceptance or approval of any work or waiver of any defects therein. C. Payment for Special Services Only when directed in writing by the City,the Consultant shall furnish or acquire for the City the professional and technical services based on the hourly rate schedule as described in Exhibit B of this contract for minor project additions and/or alterations. D. Certified Cost Records The Consultant shall furnish certified cost records for all billings pertaining to other than lump sum fees to substantiate all charges. For such purposes, the books of account of the Consultant shall be subject to audit by the City. The Consultant shall complete work and cost records for all billings on such forms and in such manner as will be satisfactory to the City. E. Contract Identification The Consultant shall furnish to the City its employer identification number, as designated by the Internal Revenue Service,or social security number,as the City deems applicable. F. Payment—General 1) Consultant shall pay to the Department of Revenue all sums vthheld from employees pursuant to ORS 316.167. 2) Consultant shall pay employees at least time and a half pay for all overtime worked in excess of 40 hours in any one week except for individuals under the contract who are excluded under ORS 653.010 to 653.261 or under 29 USC sections 201 to 209 from receiving overtime. 3) Consultant shall promptly, as due, make payment to any person, co-partnership, association or corporation, furnishing medical, surgical and hospital care or other needed care and attention incident to sickness or injury to the employees of Consultant or all sums which Consultant agrees to pay for such services and all moneys and sutras which Consultant collected or deducted from the wages of employees pursuant to any law,contract or agreement for the purpose of providing or paying for such service. 4) The City certifies that sufficient funds are available and authorized for expenditure to finance costs of this contract. 5) Consultant shall make payments promptly, as due, to all persons supplying services or materials for work covered under this contract. Consultant shall not permit any lien or claim to be filed or prosecuted against the City on any account of any service or materials furnished. 6) If Consultant fails, neglects or refuses to make prompt payment of any claim for labor, materials, or services furnished to Consultant, sub-consultant or subcontractor by any person as such claim becomes due, City may pay such claim and charge the amount of the payment against funds due or to become due to the Consultant. The payment of the claim in this 2 1 V, .1 g. manner shall not relieve Consultant or their surety from obligation with respect to any unpaid claims. 4. Ownership of Plans and Documents: Records A. The field notes, design notes, and original drawings of the construction plans, as instruments of service,are and shall remain,the property of the Consultant;however,the City shall be furnished, at no additional cost, one set of previously approved reproducible drawings, on 3 mil minimum thickness mylar as well as diskette in "DWG" or "DXF" format, of the original drawings of the work. The City shall have unlimited authority to use the materials received from the Consultant in any way the City deems necessary. B. The City shall make copies, for the use of and,%7thout cost to the Consultant, of all of its maps, records,laboratory tests, or other data pertinent to the work to be performed by the Consultant pursuant to this Agreement, and also make available any other maps, records, or other materials available to the City from any other public agency or body. C. The Consultant shall furnish to the City, copies of all maps, records, field notes, and soil tests which were developed in the course of work for the City and for which compensation has been received by the Consultant at no additional expense to the City except as provided elsewhere in this Agreement. 5. Assignment/Delegation Neither party shall assign, sublet or transfer any interest in or duty under this Agreement without the written consent of the other and no assignment shall be of any force or effect whatsoever unless and until the other party has so consented. If City agrees to assignment of tasks to a subcontract, Consultant shall be fully responsible for the acts or omissions of any subcontractors and of all persons employed by them, and neither the approval by City of any subcontractor nor anything contained herein shall be deemed to create any contractual relation between the subcontractor and City. 6. Consultant is Independent Contractor A. The City's project director,or designee,shall be responsible for determining whether Consultant's work product is satisfactory and consistent,%ith this agreement,but Consultant is not subject to the direction and control of the City. Consultant shall be an independent contractor for all purposes and shall be entitled to no compensation other than the compensation provided for under Section 3 of this Agreement. B. Consultant is an independent contractor and not an employee of City. Consultant acknowledges Consultant's status as an independent contractor and acknowledges that Consultant is not an employee of the City for purposes of workers compensation law,public employee benefits law,or any other law. All persons retained by Consultant to provide services under this contract are employees of Consultant and not of City. Consultant acknowledges that it is not entitled to benefits of any kind to which a City employee is entitled and that it shall be solely responsible for workers compensation coverage for its employees and all other payments and taxes required by law. Furthermore, in the event that Consultant is found by a court of law or an administrative agency to be an employee of the City for any purpose,City shall be entitled to offset compensation due, or to demand repayment of any amounts paid to Consultant under the terms of the agreement,to the full extent of any benefits or other remuneration Consultant receives (from City 31 or third party) as a result of said finding and to the full extent of any payments that City is required to make (to Consultant or to a third party) as a result of said finding. C. The undersigned Consultant hereby represents that no employee of the City or any partnership or corporation in which a City employee has an interest,has or will receive any remuneration of any description from the Consultant, either directly or indirectly, in connection with the letting or performance of this Agreement,except as specifically declared in writing. D. If this payment is to be charged against Federal funds, Consultant certifies that he/she is not currently employed by the Federal Government and the amount charged does not exceed his/her normal charge for the type of service provided. E. Consultant and its employees, if any, are not active members of the Oregon Public Employees Retirement System and are not employed for a total of 600 hours or more in the calendar year by any public employer participating in the Retirement System. F. Consultant shall obtain, prior to the execution of any performance under this Agreement, a City of Tigard Business License. The Tigard Business License is based on a calendar year with a December 31 st expiration date. New businesses operating in Tigard after June 30th of the current year will pay a pro-rated fee though the end of the calendar year. G. Consultant is not an officer,employee,or agent of the City as those terms are used in ORS 30.265. 7. Indemnity A. The City has relied upon the professional ability and training of the Consultant as a material inducement to enter into this Agreement. Consultant represents to the City that the work under this contract will be performed in accordance with the professional standards of skill and care ordinarily exercised by members of the Consultant's profession under similar conditions and circumstances as well as the requirements of applicable federal, state and local laws, it being understood that acceptance of an Consultant's work by the City shall not operate as a waiver or release. Acceptance of documents by City does not relieve Consultant of any responsibility for design deficiencies, errors or omissions. B. Claims for other than Professional Liability. Consultant agrees and shall indemnify, defend, save and hold harmless the City of Tigard,its officers,employees,agents,and representatives from all claims, suits, or actions and all expenses incidental to the investigation and defense thereof, of whatsoever nature, including intentional acts resulting from or arising out of the activities of Consultant or its subcontractors, sub-consultants, agents or employees in performance of this contract at both trial and appeal level,whether or not a trial or appeal ever takes place including any hearing before federal or state administrative agencies.. If any aspect of this indemnity shall be found to be illegal or invalid for any reason whatsoever, such illegality or invalidity shall not affect the validity of the remainder of this indemnification. C. Claims for Professional Liability. Consultant agrees and shall indemnify, defend, save and hold harmless the City of Tigard, its officers, employees, agents, and representatives from all claims, suits,or actions and all expenses incidental to the investigation and defense thereof,arising out of the professional negligent acts, errors or omissions of Consultant or its subcontractors, sub- 4 1 ub-41 P . consultants, agents or employees in performance of professional services under this agreement. Any work by Consultant that results in a design of a facility that is not readily accessible to and usable by individuals with disabilities shall be considered a professionally negligent act, error or omission. D. As used in subsections B and C of this section, a claim for professional responsibility is a claim made against the City in which the City's alleged liability results directly or indirectly,in whole or in part,from the quality of the professional services provided by Consultant,regardless of the type of claim made against the City in performance of this contract. A claim for other than professional responsibility is a claim made against the City in which the City's alleged liability results from an act or omission by Consultant unrelated to the quality of professional services provided by Consultant in performance of this contract. 8. Insurance Consultant and its subcontractors shall maintain insurance acceptable to City in full force and effect throughout the term of this contract. Such insurance shall cover risks arising directly or indirectly out of Consultant's activities or work hereunder,including the operations of its subcontractors of any tier. Such insurance shall include provisions that such insurance is primary insurance with respect to the interests of City and that any other insurance maintained by City is excess and not contributory insurance with the insurance required hereunder. The policy or policies of insurance maintained by the Consultant and its subcontractors shall provide at least the following limits and coverages: A. Commercial General Liability Insurance Consultant shall obtain,at Consultant's expense,and keep in effect during the term of this contract, Comprehensive General Liability Insurance covering Bodily Injury and Property Damage on an "occurrence" form(CG 2010 1185 or equivalent). This coverage shall include Contractual Liability insurance for the indemnity provided under this contract. The following insurance will be carried: Coverage Limit General Aggregate $3,000,000 Products-Completed Operations Aggregate $2,000,000 Personal&Advertising Injury $1,000,000 Each Occurrence $2,000,000 Fire Damage (Any one fire) $50,000 B. Professional Liability Consultant shall obtain,at Consultant's expense,and keep in effect during the term of this contract, Professional Liability Insurance covering any damages caused by any actual or alleged negligent act, error or omission in the rendering of or failure to render Professional Services.Combined single limit per claim shall not be less than$2,000,000,or the equivalent. Annual aggregate limit shall not be less than$2,000,000 and filed on a"claims-made" form. 5 1� C. Commercial Automobile Insurance Consultant shall also obtain, at Consultant's expense, and keep in effect during the term of the contract(Symbol 1 or Symbols 8 and 9 as applicable) Commercial Automobile Liability coverage on an "occurrence" form including coverage for all owned, hired, and non-owned vehicles. The Combined Single Limit per occurrence shall not be less than$2,000,000. If Contractor operates a personally-owned vehicle for business use under this contract,the Contractor shall obtain, at Contractor's expense, and keep in effect during the term of the contract, business automobile liability coverage for all owned vehicles on an"occurrence" form. The Combined Single Limit per occurrence shall not be less than$2,000,000. D. Workers' Compensation Insurance The Consultant,its subcontractors,if any,and all employers providing work,labor or materials under this Contract are subject employers under the Oregon Workers'Compensation Law and shall comply with ORS 656.017, which requires them to provide workers' compensation coverage that satisfies Oregon law for all their subject workers. Out-of-state employers must provide Oregon workers' compensation coverage for their workers who work at a single location within Oregon for more than 30 days in a calendar year. Consultants who perform work without the assistance or labor of any employee need not obtain such coverage. This shall include Employer's Liability Insurance with coverage limits of not less than$1,000,000 each accident. E. Additional Insured Provision All policies aforementioned, other than Workers' Compensation and Professional Liability, shall include the City its officers,employees,agents and representatives as additional insureds with respect to this contract. Coverage will be endorsed to provide a"per project"aggregate. F. Extended Reporting Coverage If any of the aforementioned liability insurance is arranged on a "claims-made" basis, Extended Reporting coverage will be required at the completion of this contract to a duration of 24 months or the maximum time period the Consultant's insurer will provide such if less than 24 months. Consultant will be responsible for furnishing certification of Extended Reporting coverage as described or continuous "claims-made" liability coverage for 24 months following contract completion. Continuous "claims-made" coverage will be acceptable in lieu of Extended Reporting coverage, provided its retroactive date is on or before the effective date of this contract. Coverage will be endorsed to provide a"per project" aggregate. G. Insurance Carrier Rating Coverage provided by the Consultant must be underwritten by an insurance company deemed acceptable by the City. All policies of insurance must be written by companies having an A.M. Best rating of"A-VII" or better, or equivalent. The City reserves the right to reject all or any insurance carrier(s)with an unacceptable financial rating. H. Self-Insurance The City understands that some Contractors may self-insure for business risks and the City will consider whether such self-insurance is acceptable if it meets the minimum insurance requirements for the type of coverage required. If the Contractor is self-insured for commercial general liability or 61 .,_ automobile liability insurance the Contractor must provide evidence of such self-insurance. The Contractor must provide a Certificate of Insurance showing evidence of the coverage amounts on a form acceptable to the City. The City reserves the right in its sole discretion to determine whether self-insurance is adequate. I. Certificates of Insurance As evidence of the insurance coverage required by the contract, the Consultant shall furnish a Certificate of Insurance to the City. No contract shall be effective until the required Certificates of Insurance have been received and approved by the City. The certificate will specify and document all provisions within this contract and include a copy of Additional Insured Endorsement. A renewal certificate will be sent to the address below prior to coverage expiration. J. Independent Contractor Status The service or services to be rendered under this contract are those of an independent contractor. Contractor is not an officer,employee or agent of the City as those terms are used in ORS 30.265. K. Primo CoverWe Clarification The parties agree that Consultant's coverage shall be primary to the extent permitted by law. The parties further agree that other insurance maintained by the City is excess and not contributory insurance v ith the insurance required in this section. L. Cross-Liability Clause A cross-liability clause or separation of insureds clause viU be included in all general liability and commercial automobile policies required by this contract. A certificate in form satisfactory to the City certifying to the issuance of such insurance will be forwarded to: City of Tigard Attn: Contracts and Purchasing Office 13125 SW Hall Blvd Tigard,Oregon 97223 At the discretion of the City, a copy of each insurance policy, certified as a true copy by an authorized representative of the issuing insurance company may be required to be forwarded to the above address. Such policies or certificates must be delivered prior to commencement of the work. The procuring of such required insurance shall not be construed to limit Consultant's liability hereunder. Notwithstanding said insurance,Consultant shall be obligated for the total amount of any damage,injury, or loss caused by negligence or neglect connected with this contract. 9. Termination Without Cause At any time and without cause,City shall have the right in its sole discretion,to terminate this Agreement by giving notice to Consultant. If City terminates the contract pursuant to this paragraph,it shall pay Consultant for services rendered to the date of termination. 7 � 10. Termination With Cause A. City may terminate this Agreement effective upon delivery of written notice to Consultant, or at such later date as may be established by City,under any of the following conditions: 1) If City funding from federal, state, local, or other sources is not obtained and continued at levels sufficient to allow for the purchase of the indicated quantity of services. This Agreement may be modified to accommodate a reduction in funds. 2) If Federal or State regulations or guidelines are modified, changed, or interpreted in such a way that the services are no longer allowable or appropriate for purchase under this Agreement. 3) If any license or certificate required by law or regulation to be held by Consultant, its subcontractors, agents, and employees to provide the services required by this Agreement is for any reason denied,revoked, or not renewed. 4) If Consultant becomes insolvent,if voluntary or involuntary petition in bankruptcy is filed by or against Consultant, if a receiver or trustee is appointed for Consultant, or if there is an assignment for the benefit of creditors of Consultant. Any such termination of this agreement under paragraph (A) shall be without prejudice to any obligations or liabilities of either party already accrued prior to such termination. B. City,by written notice of default (including breach of contract) to Consultant,may terminate the whole or any part of this Agreement: 1) If Consultant fails to provide services called for by this agreement within the time specified herein or any extension thereof,or 2) If Consultant fails to perform any of the other provisions of this Agreement, or so fails to pursue the work as to endanger performance of this agreement in accordance with its terms, and after receipt of written notice from City, fails to correct such failures within ten days or such other period as City may authorize. 3) If Consultant fails to eliminate a conflict as described in Section 14 of this agreement. The rights and remedies of City provided in the above clause related to defaults (including breach of contract) by Consultant shall not be exclusive and are in addition to any other rights and remedies provided by law or under this Agreement. If City terminates this Agreement under paragraph (B), Consultant shall be entitled to receive as full payment for all services satisfactorily rendered and expenses incurred,an amount which bears the same ratio to the total fees specified in this Agreement as the services satisfactorily rendered by Consultant bear to the total services otherwise required to be performed for such total fee; provided,that there shall be deducted from such amount the amount of damages,if any,sustained by City due to breach of contract by Consultant. Damages for breach of contract shall be those allowed by Oregon law,reasonable and necessary attorney fees,and other costs of litigation at trial and upon appeal. 11. Non-Waiver The failure of City to insist upon or enforce strict performance by Consultant of any of the terms of this Agreement or to exercise any rights hereunder, should not be construed as a waiver or 8 1 P .iit relinquishment to any extent of its rights to assert or rely upon such terms or rights on any future occasion. 12. Method and Place of Giving Notice, Submitting Bills and Making Payments All notices,bills and payments shall be made in writing and may be given by personal delivery,mail, or by fax. Payments may be made by personal delivery, mail, or electronic transfer. The following addresses shall be used to transmit notices,bills,payments,and other information: QTY oFz TIGARD LELAND CONSULTING GRoup Attn: Sean Farrelly Attn: Christpher Zahas Address: 13125 S\X'Hall Blvd. Address: 610 SAX'Alder St Ste 1200 Tigard,Oregon 97223 Portland OR 97205 Phone: (503) 718-2420 Phone: (503) 222-1600 Email: sean&tieard-ongov Email: czahasnlelandconsulting.com and when so addressed,shall be deemed given upon deposit in the United States mail,postage prepaid, or when so faxed, shall be deemed given upon successful fax. In all other instances, notices,bills and payments shall be deemed given at the time of actual delivery. Changes may be made in the names and addresses of the person to who notices, bills and payments are to be given by giving written notice pursuant to this paragraph. 13. Merger This writing is intended both as a final expression of the Agreement between the parties with respect to the included terms and as a complete and exclusive statement of the terms of the Agreement. No modification of this Agreement shall be effective unless and until it is made in writing and signed by both parties. 14. Professional Services The City requires that services provided pursuant to this agreement shall be provided to the City by an Consultant,which does not represent clients on matters contrary to City interests. Further,Consultant shall not engage services of an Consultant and/or other professional who individually, or through members of his/her same firm,represents clients on matters contrary to City interests. Should the Consultant represent clients on matters contrary to City interests or engage the services of an Consultant and/or other professional who individually, or through members of his/her same firm, represents clients on matters contrary to City interests, Consultant shall consult with the appropriate City representative regarding the conflict. After such consultation, the Consultant shall have seven (7) days to eliminate the conflict to the satisfaction of the City. If such conflict is not eliminated within the specified time period,the agreement may be terminated pursuant to Section 10 (B -3) of this agreement. 15. Force Majeure Neither City nor Consultant shall be considered in default because of any delays in completion and responsibilities hereunder due to causes beyond the control and without fault or negligence on the part of the parties so disenabled, including but not restricted to, an act of God or of a public enemy, civil unrest, volcano, earthquake, fire, flood, epidemic, quarantine restriction, area-wide strike, freight 9 1 P I embargo, unusually severe weather or delay of subcontractor or supplies due to such cause; provided that the parties so disenabled shall within ten days from the beginning of such delay, notify the other party in writing of the cause of delay and its probable extent. Such notification shall not be the basis for a claim for additional compensation. Each party shall,however,make all reasonable efforts to remove or eliminate such a cause of delay or default and shall, upon cessation of the cause, diligently pursue performance of its obligation under the Agreement. 16. Non-Discrimination Consultant agrees to comply with all applicable requirements of federal and state civil rights and rehabilitation statues, rules, and regulations. Consultant also shall comply with the Americans with Disabilities Act of 1990,ORS 659A.142,and all regulations and administrative rules established pursuant to those laws. All facilities designed by Consultant under this contract shall be designed to be readily accessible to and usable by individuals with disabilities as required by the Americans vrith Disabilities Act. 17. Errors Consultant shall perform such additional work as may be necessary to correct errors in the work required under this Agreement without undue delays and without additional cost. 18. Extra (Changes)Work Only the City's Project Manager may authorize extra (and/or change) work. Failure of Consultant to secure authorization for extra work shall constitute a waiver of all right to adjustment in the contract price or contract time due to such unauthorized extra work and Consultant thereafter shall be entitled to no compensation whatsoever for the performance of such work. 19. Governing Law The provisions of this Agreement shall be construed in accordance with the provisions of the laws of the State of Oregon. Any action or suits involving any question arising under this Agreement must be brought in the appropriate court of the State of Oregon. 20. Compliance With AWficable Law Consultant shall comply with all federal, state, and local laws and ordinances applicable to the work under this Agreement,including those set forth in ORS 279A,279B,and 279C. 21. ConIIict Between Terms It is further expressly agreed by and between the parties hereto that should there be any conflict between the terms of this instrument in the proposal of the contract, this instrument shall control and nothing herein shall be considered as an acceptance of the said terms of said proposal conflicting herewith. 22. Access to Records City shall have access to such books, documents, papers and records of Consultant as are directly pertinent to this Agreement for the purpose of making audit,examination, excerpts and transcripts. 23. Audit Consultant shall maintain records to assure conformance with the terms and conditions of this Agreement,and to assure adequate performance and accurate expenditures within the contract period. Consultant agrees to permit City,the State of Oregon,the federal government,or their duly authorized 10 1 representatives to audit all records pertaining to this Agreement to assure the accurate expenditure of funds. 24. Severability In the event any provision or portion of this Agreement is held to be unenforceable or invalid by any court of competent jurisdiction,the validity of the remaining terms and provisions shall not be affected to the extent that it did not materially affect the intent of the parties when they entered into the agreement. 25. Representations and Warranties Consultant represents and warrants to the City that: A. Consultant has the power and authority to enter into and perform this Agreement. B. This Agreement, when executed and delivered, is a valid and binding obligation of Consultant, enforceable in accordance with its terms. C. Consultant (to the best of Consultant's knowledge, after due inquiry), for a period of no fewer than six calendar years (or since the firm's inception if less than that) preceding the effective date of this Agreement, faithfully has complied with: 1) All tax laws of this state, including but not limited to ORS 305.620 and ORS chapters 316, 317,and 318; 2) Any tax provisions imposed by a political subdivision of this state that applied to Consultant, to Consultant's property, operations, receipts, or income, or to Consultant's performance of or compensation for any work performed by Consultant; 3) Any tax provisions imposed by a political subdivision of this state that applied to Consultant, or to goods,services,or property,whether tangible or intangible,provided by Consultant;and 4) Any rules,regulations,charter provisions,or ordinances that implemented or enforced any of the foregoing tax laws or provisions. D. Any intellectual property rights or such delivered to the City under this Agreement, and Consultant's services rendered in the performance of Consultant's obligations under this Agreement,shall be provided to the City free and clear of any and all restrictions on or conditions of use,transfer,modification,or assignment,and shall be free and clear of any and all liens,claims, mortgages,security interests,liabilities,charges,and encumbrances of any kind. 26. Compliance with Tax Laws A. Consultant must, throughout the duration of this Agreement and any extensions, comply with all tax laws of this state and all applicable tax laws of any political subdivision of the State of Oregon. For the purposes of this Section,"tax laws"includes all the provisions described in subsection 25.C. 1) through 4) of this Agreement. B. Any violation of subsection A of this section shall constitute a material breach of this Agreement. Further, ani violation of Consultant's warranty, in subsection 25.0 of this Agreement, that the Consultant has complied with the tax laws of the State of Oregon and the applicable tax laws of any political subdivision of this state also shall constitute a material breach of this Agreement. Any 11 � 7 :; violation shall entitle the City to terminate this Agreement,to pursue and recover any and all damages that arise from the breach and the termination of this Agreement, and to pursue any or all of the remedies available under this Agreement,at law,or in equity,including but not limited to: 1) Termination of this Agreement,in whole or in part; 2) Exercise of the right of setoff, and withholding of amounts otherwise due and owing to Consultant,in an amount equal to State's setoff right,without penalty;and 3) Initiation of an action or proceeding for damages, specific performance, declaratory or injunctive relief. The City shall be entitled to recover any and all damages suffered as the result of Consultant's breach of this Agreement, including but not limited to direct, indirect, incidental and consequential damages, costs of cure, and costs incurred in securing a replacement Consultant. These remedies are cumulative to the extent the remedies are not inconsistent,and the City may pursue any remedy or remedies singly,collectively, successively,or in any"order whatsoever. 27. Complete Agreement This Agreement,including the exhibits,is intended both as a final expression of the Agreement between the Parties and as a complete and exclusive statement of the terms. In the event of an inconsistency between a provision in the main body of the Agreement and a provision in the Exhibits,the provision in the main body of the Agreement shall control. In the event of an inconsistency between Exhibit A and Exhibit B,Exhibit A shall control. No waiver, consent,modification, or change of terms of this Agreement shall bind either party unless in writing and signed by both parties. Such waiver, consent,modification, or change if made, shall be effective only in specific instances and for the specific purpose given. There are no understandings, agreements, or representations, oral or written, not specified herein regarding this Agreement. Consultant,by the signature of its authorized representative,hereby acknowledges that he/she has read this Agreement,understands it and agrees to be bound by its terms and conditions. IN WITNESS WHEREOF, City has caused this Agreement to be executed by its duly authorized undersigned officer and Consultant has executed this Agreement on the date hereinabove first written. Awarded by Tigard's Local Contract Review Board at their December 11,2018 meeting. CITY OF TIGARD LELAND CONSULTING GROUP B;: Marty Wine,City Manager By: Authorized VCnractor Re entative L A cc Date Date 121 r . EXHIBIT A SCOPE OF WORK Project Assumptions Project Team Responsibilities: • PMT Meeting agendas and summaries • Equity Focus Group meeting summaries • TAC Meeting agendas and summaries • Unite Oregon will coordinate invitations and logistics for Equity Focus Group meetings City of Tigard Responsibilities: • TCAC Meeting agendas and summaries • TCAC Subcommittee Meeting agendas and summaries • City will provide a single set of non-conflicting comments with one (1) week of all project deliverables. • City will provide meeting space for all project meetings (excluding Equity Focus Groups) Phase 1: Project analysis and optimization Purpose: To develop a long list of potential projects and alternatives,identify the criteria by which prioritization decisions will be made,and analyze the projects against the criteria in order to arrive at a pragmatic,prioritized list of investments. 1.1 Kickoff We will begin the project with a chartering process to build the framework for project management,public involvement, and communication. This will involve: 1.1.1 Site tour to familiarize team with the study area and proposed projects, and kickoff meeting with PMT to review scope, schedule, and deliverables. • Coordination with City and Unite Oregon (November 2018) • Unite Oregon and City to identify potential members for Equity Focus Group • City/Unite Oregon to contact potential Equity Focus Group attendees • Deliverable:Pr ject Charter 1.1.2 MIG and Unite Oregon will develop a Public Involvement and Communications Plan that identifies the tools, techniques and anticipated timing for major events during the project. The goal of the Public Involvement and Communications Plan is to identify communications and public engagement techniques; reach a broad cross-section of the community, business and property owners in the Tigard Triangle, and traditionally underrepresented community members. This Public Involvement and Communications Plan will provide specific direction on the following public engagement elements: • Providing City staff information to post on social media tied to public events • Community meetings • Online engagement • Stakeholder and business meetings • Community design workshop • Advisory Committee meetings MIG and Unite Oregon coordinate with the City to collaborate with, as possible, existing events within the City and the major tasks of the project,including identifying social media outreach for 13 1 Page each public event (City to implement social media outreach).The Public Involvement and Communications Plan will also identify which consultant team members and City staff are assumed to be present at meetings and other in-person events. • Deliverable:Public Involvement Plan 1.1.3 Establishment of project management protocols and systems. • Deliverable:Pr ject Management Plan 1.1.4 Identification of background information needs. 1.2 Setting the stage: Conduct a thorough review of all relevant plans and strategies related to the Triangle,gather public and stakeholder input, and conduct market research. This reconnaissance will include: 1.2.1 PMT Meetings (2) 1.2.2 Equity Focus Group Meetings (2) Meeting#1 MIG will facilitate equity focus group #1,with Unite Oregon assistance, concentrated on expanding upon the SWEDS equity principles (statement of equitable development principles) developed through the SW Corridor Equitable Development Project and potential evaluation criteria. MIG assumes that the City will identify and reserve a meeting location, such as a local church, community center, or Library. Preference to not have it at City Hall or Public Works Building. City/Unite Oregon will identify up to 15 focus group members to attend the meeting. Prior to the meeting, MIG and Unite Oregon will coordinate on questions and process for the meeting. MIG will provide a summary of the meeting,including draft evaluation criteria for equitable TOD. Meeting#2 MIG will facilitate equity focus group #2 with Unite Oregon assistance, concentrated on small businesses,including minority-owned businesses. MIG and Unite Oregon will coordinate following the meeting to provide a meeting summary Assumptions (both meetings): • City to provide food and drinks for attendees • MIG will facilitate meeting with assistance from Unite Oregon • Meeting will be facilitated in English unless directed by Unite Oregon that it should also be translated into Spanish. Unite Oregon to provide translation services,if necessary. • City/Unite Oregon to identify and reserve meeting location, such as a local church, community center, or Library. Preference to not have it at City Hall or Public Works Building • Consultant to provide incentives to focus group participants 1.2.3 Stakeholder Interviews. Meetings with key property owners and developers to identify development opportunities, timing, and other opportunities and challenges. There will be between five and 10 meetings scheduled. • Deliverable:Stakeholder Outreach Summary Memo 1.2.4 Market reconnaissance:We will gather precise market intelligence that will be used throughout the modeling process to ensure that proposed public investments are linked to 14 1 Page known development opportunities, that they reflect actual development economics, and that they anticipate future trends and economic shifts. Elements of the market reconnaissance will include: • Identifying vacant and underutilized land • Identifying planned projects • Assembling current and trend data on land values,lease rates, absorption, cap rates, construction costs, and other key inputs to a development pro forma • Analyzing the development pipeline for inclusion in the Urban Renewal Finance Plan • Deliverable:Market Reconnaissance Memo 1.3 Establish equitable urban renewal criteria: What does equitable development mean for Tigard and the Triangle?Using the information gathered in the previous tasks specifically around equity goals and objectives and development potential,we will develop project selection criteria against which all projects will be evaluated.This will include quantitative criteria such as cost, funding availability, and impact on the tax base, but also qualitative factors such as how it improves access to employment, creates housing opportunities,implements the City's vision, encourages equitable development, and improves infrastructure resiliency. We will develop the criteria meetings with the PMT and TCAC Subcommittee (2). Each criterion will include objective standards to be used for scoring in future steps. 1.4 Draft project list:We recommend approaching the project design process in a phased approach so that we do not unnecessarily spend scarce resources designing projects that may ultimately not get prioritized or that will not be built until far into the future. To create the draft project list,we will review existing project lists such as those developed for the urban renewal plan and subsequent projects like the Tigard Stormwater Plan. As necessary,we will update cost assumptions to provide a consistent base to use in preliminary prioritization and modeling (which may include budget from Phase 2 to update or conduct early cost estimates). Some projects, such as Red Rock Creek,have already been identified as priorities in existing plans.These projects will be designed in greater detail in Phase 2. 1.4.1 Review and assemble existing project list (including from existing planning documents and TCAC Subcommittee meeting). 1.4.2 PMT Meeting 1.4.3 TCAC Subcommittee Meeting 1.5 Project scoring: The project scoring step is critical because it forces a conversation around the positive and negative impacts that a project has against the equitable urban renewal criteria developed earlier, allowing us to review projects on an apples-to-apples basis. To facilitate this process,we will develop a project intake form that will be used by the team and City staff to score projects identified in Task 1.4. 1.5.1 Develop Project Intake Forms, to include factors such as: • Project cost. • Timing (e.g., must begin or end within a certain timeframe). • Opportunities for outside funding (to leverage local resources). • Connection to other projects on the list (to leverage resources). • Geographic location (for use in Envision Tomorrow modeling to identify leverage opportunities). 15 1 Page 1.5.2 PMT Meeting 1.5.3 TAC Meeting 1. The first meeting will introduce the TAC to the project intake forms and issue "homework" to complete the forms (i.e. score the projects) by the second meeting. 1.5.4 TAC Meeting 2. PMT will review the completed project intake forms prior to the second TAC meeting and provide a summary of findings. 1.5.5 Community Event,MIG and Consultant,working with Unite Oregon and TCAC will assist the City in facilitating the community event.The event will be open house style,with a brief presentation by City and/or consultant staff on the project and expected outcomes. Consultant will assist the City in developing display boards,with opportunities for meeting participants to provide input the project, review project list, and suggest potential allocations. • Deliverable:Attendance of one MIG and one Consultant staff person. Consultant assumes that Unite Oregon will organise the meeting with the City.MIG/Consultant will provide materials design support and meeting attendance. 1.6 Envision Tomorrow modeling: Our team will employ the Envision Tomorrow land use model to estimate the development outcomes associated with each capital project identified in Task 1.4. Envision Tomorrow (ET) is an open-access scenario planning package that allows users to analyze how their community's current growth pattern and future decisions impacting growth will impact a range of measures from equity,public health, fiscal resiliency, and environmental sustainability. Each development outcome scenario modeled in ET will provide the City with parcel-level redevelopment estimates and indicator"report cards"by which each scenario outcome can be evaluated. Each "indicator"will coincide with the equity principles and criteria established early in the project. By harnessing the power of Envision Tomorrow,we will be able to estimate a range of co-benefits to new development. 1.6.1 PMT Meeting 1.6.2 Quantitative Scoring: this process will complement the project scoring done in task 1.5 by providing objective evaluation of each project using GIS data. The quantitative scoring will include factors such as: • Proximity to existing employers and residents • Location in areas with poor pedestrian connectivity • Proximity to schools,parks, commercial areas, and other urban amenities • Proximity to redevelopment opportunities 1.6.3 Equitable Indicators Summary. Summary PowerPoint and memorandum. 1.7 Optimization modeling:We will input the projects into an Excel-based Optimization Engine where we will evaluate thousands of potential combinations of projects to arrive at complete portfolios for further analysis. More than just modeling development feasibility, the Optimization Engine can explore thousands of scenarios within given parameters to analyze the impact of a portfolio of projects rather than the impact of one project at a time. This helps identify the benefits that arise from the interdependence of projects and the cumulative impacts of those investments on private development. Rather than relying on the model to output a single, optimal solution, the purpose is to identify portfolios of projects that maximize their impact against the various evaluation criteria for further analysis and discussion with the team.The Optimization Engine allows the team to quantitatively analyze the projects and portfolios based on qualitative values,reflecting the equity criteria identified earlier in the process. 16 1 Page 1.7.1 PMT Meeting. PMT will weigh collections of decisions against one another,rather than looking at projects in isolation.The discussion can then be centered around: • How well they maximize a specific equitable urban renewal criterion or several criteria. • How well they leverage private investment. • Whether they maximize the use of available funding capacity. 1.7.2 Draft Portfolio. 1.7.3 Final Portfolio. 1.7.4 TAC Meetings (2). The first meeting will show only TIF-based scenarios. The second meeting will show the impact of additional funding sources. 1.7.5 Optional Subtask: Model Recalibration. If the model outputs a project portfolio that does not adequately reflect the equity values for the Triangle, the model will be recalibrated. If the model is deemed to reflect the equity values,it will be considered properly calibrated and these hours will be reallocated in Phase 2. 1.8 Equitable Urban Renewal Implementation Strategy: 1.8.1 Draft Equitable Urban Renewal Implementation Strategy. Based on PMT and TAC input, we will develop a draft implementation strategy,including a prioritized list of projects and actions, cost estimates, and timing. • Deliverable:Draft report 1.8.2 TCAC Subcommittee with full TCAC meeting to review. 1.8.3 Final Equitable Urban Renewal Implementation Strategy. Based on input,we will refine the strategy and prepare a final report. • Deliverable:Final report • TC 4C meeting to make recommendation to TCDA (Council) 1.9 Urban Renewal Finance Plan: Beginning at the start of the project and going through iterations throughout,Andy Parks of GEL Oregon will build a TIF projection model that identifies the impacts of anticipated private development as planned and that which will be incentivized as a result of the Implementation Strategy.This will include delivery of working Excel spreadsheets to track maximum indebtedness as well as expert guidance on borrowing,bonding strategies, and other municipal finance strategies. The Finance Plan will become part of the Urban Renewal Implementation Strategy report. 1.9.1 Meetings with PMT, City of Tigard Finance Director, and other stakeholder groups as necessary. 1.9.2 TIF Forecasting and modeling 1.9.3 Urban Renewal Finance Plan and associated technical documents. • Deliverable:Draft report 1.10 Unite Oregon 1.10.1 Equity Focus Group: Role is to develop an equity lens and scorecard to prioritize 30 urban renewal projects within Tigard Triangle. Two focus groups will be held. • Identify and recruit 5-6 existing SW Corridor community leaders to participate in the Equity Focus group • Cristina Palacios will participate in the Focus group;help plan up to 2 meetings; determine questions and guide criteria development 1.10.2 Town Center Advisory Commission 17 1 Page • Begin recruitment of 3-4 SW Corridor community leaders to participate in Town Center Advisory Commission Triangle Equitable Development Sub- Committee Meetings as well as some Standing Committee Meetings. Meetings will be held January-August 2019 • SW Corridor community leaders should be a blend of residents and small business owners,including some Equity Focus Group members • 3- 4 SW Corridor Community Leaders will participate in up to 5 TCAC Subcommittee meetings. In addition, the Subcommittee may meet up to 2 times with TCAC Standing Committee. 1.10.3 Community Meetings: Plan and host up to 4 large community meetings to be held between January-August 2019 • Begin planning and recruiting for up to 4 community meetings to be held between January-August 2019 • Outreach to residents within and immediately outside Tigard Triangle • Recruit 10-20 community participants to each of the meetings • Cristina Palacios will lead agenda development and meeting facilitation 1.10.4 Participate in the Project Management Team • Cristina Palacios will participate in up to 6 meetings Additional Roles and Responsibilities: Unite Oregon will also manage: • Arranging for on-site child care, as needed • Contracting for simultaneous interpretation for meetings, as needed • Reviewing Spanish and Arabic translated materials, as needed • Guidance and feedback on City of Tigard flyers and mailings • Stipends for community residents participating in TCAC meetings City of Tigard and/or project consultants will manage: • Mailings • Providing meeting materials and flyers with enough lead time to acquire translations • Recruiting small businesses to attend Equity Focus Group meetings • Identify meeting locations • Communications regarding meeting announcements • Food and snacks for each Equity Focus Group,TCAC and PMT meeting • Providing stipends to community participants who engage in Equity Focus Group • One day bus passes for Equity Focus Group and TCAC Subcommittee members (if needed) • Organizing, scheduling, and facilitating PMT,TCAC Subcommittee and Equity Focus Group meetings • Contracting for materials translations • Providing Tigard Triangle background materials for larger community meetings,if needed 18 1 Page Phase 2: Implement quick wins and short-term projects With a prioritized list of projects and actions,we will transition to Phase 2,where we will begin refining projects identified as short-term priorities. This will encompass the vast majority of the project's time and budget, emphasizing the project's focus on implementation and not just analysis. Given that the actual project priorities will not be known until the completion of Phase 1, this approach is a draft and will be reconfirmed with the City prior to beginning. 2.1 Preliminary infrastructure design, simulations, and cost estimating: Except for cost estimating and related tasks, to be authorized upon the completion of Phase 1. For projects that were prioritized in Phase 1 for the near term (next five years),we will coordinate with the City and stakeholders to identify which projects should be refined with project designs and cost estimates to approximately 5% engineering level.We will use the Tigard Triangle Streetscape De ign Plan (2016) that MIG developed as part of the previous Tigard Triangle planning and design process as a basis of design for streets,incorporating additional low-impact development standards for streets and private development. In addition to street and public realm design,we will use MIG's in- house architecture expertise to identify how the public investments might translate into adjacent development, creating not just cost estimates and conceptual design, but integrated urban form with supporting infrastructure. This is particularly important for how the SW Corridor integrates into the Triangle. We expect that conceptual design for this project will also take into account the project components of the larger SW Corridor investments. • Optional.•Early design work on"quick wins" and certain projects. 2.2 On call property and redevelopment consulting: To be authorized upon the completion of Phase 1 We will serve in an on-call capacity as the City's trusted advisors for public-private partnerships,property acquisitions, dispositions, developer recruitment, and other tasks related to redevelopment and coordination of public investments with private development. This work may include: • Preparation of RFQs for development proposals. • Financial analysis and review of development proposals. • Analysis of economic and fiscal impacts of development. • Strategies and support for public-private partnership negotiations. • Coordination with affordable housing developers and assistance in securing affordable housing financing. 19 1 Page EXHIBIT B CONSULTANTS PROPOSAL 20 1 Page July 24, 2018 Proposal for Services: Tigard Triangle Equitable Urban Renewal Implementation Project Prepared for: City of Tigard — Contracts & Purchasing Office Attention: Joe Barrett, Sr. Management Analyst 13125 SW Hall Boulevard Tigard, Oregon 97223 Prepared by: LELAND L400 CONSULTING GROUP 610 SW Alder Street, Suite 1200 Portland, Oregon 97205 Christopher E. Zahas, AICP Managing Principal czahas@lelandconsulting.com 503.222.1600 phone 503.376.8350 fax www.lelandconsulting.com T-19: LELAND CONSULTING GROUP July 24, 2018 City of Tigard —Contracts & Purchasing Office Attention: Joe Barrett, Sr. Management Analyst 13125 SW Hall Boulevard Tigard, Oregon 97223 Qualification Based Proposal for Services: Tigard Triangle Equitable Urban Renewal Implementation Project Dear Mr. Barrett, We are excited to have assembled this team to tackle the work of developing an Equitable Urban Renewal Implementation Strategy. The team we have assembled and the process we have laid out will quickly get the City to a prudent and transformative action plan that will draw private investment to the Triangle and lay the foundation for world-class public infrastructure, all while improving equitable outcomes for residents and employees both inside and outside the Triangle. We understand that the project's goals are to prioritize public and private investments in the Triangle to maximize equitable outcomes for the community. Further, the project's goals include preparing innovative and exceptional designs for planned public infrastructure projects and providing rigorous financial analysis of each one. Finally, the project will include a range of on-call services to enable Tigard to carry out redevelopment projects and form public-private partnerships. At its heart, the Equitable Urban Renewal Implementation Project is an action plan—an analysis of options and a prioritized, budgeted list of projects that the City can rely on to make equitable and impactful investments in the Triangle. During the course of this contract, we will provide Tigard with: • The right combination of national experience and local familiarity. LCG and its team members have a broad understanding of economic development strategies unique to different communities across the U.S, and we bring hands-on experience building world-class stormwater and streetscape infrastructure. • An innovative project prioritization process that utilizes a portfolio-based optimization engine coupled with the powerful analytics of Envision Tomorrow to analyze and visualize the beneficial outcomes of proposed scenarios. • A team experienced in implementing public-private partnerships, from conceptual planning on the front end to managing developer solicitation processes and negotiating deal structures on behalf of public agencies. We know the pitfalls and best practices and how to protect the public interest while capitalizing on private investment momentum. • A proactive approach to solving problems rather than simply analyzing them. Our team is made up of strategic advisors who honed their skills implementing plans, turning strategies into action. • A project engagement and collaboration process that is focused on candid advice to decision makers and implementers, coupled with broader stakeholder buy-in that is essential to equitable outcomes. People Places Prosperity I www lelandconsulting com 1 610 SW Alder Street,Suite 1200,Portland,OR 972051 503.222.1600 1 503 3768350 fax I LELAND CONSULTING GROUP • Deliverables that are clear, attractive, compelling, and complete so that they can serve as both technical documents and communications tools. Information should be presented to enlighten and inspire decision makers, not confuse them. • A stimulating, engaging, and fun process. We are committed to fostering lasting personal connections with clients and communities while we deliver results. I am authorized to execute a contract on behalf of the firm and will serve as project manager and the City's day-to-day contact throughout the process. Our team has the capacity to complete the services described in the following pages during the next 18 to 24 months. Please do not hesitate to contact me at 503.222.1600 or via email at czahas@lelandconsulting.com with any questions. We hope that the enclosed materials demonstrate our ability and enthusiasm. We look forward to the opportunity to work with you. Sincerely, LELAND CONSULTING GROUP Chris Zahas, AICP Managing Principal People Places Prosperity I wwAdelandconsulting.com 1610 SW Alder Street,Suite 1200,Portland,OR 97205 1503.222 1600 1 503 376.5350 fax 2 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project Table of Contents Project Understanding and Approach.........................................................................................1 Consultant Team Organization and Qualifications...................................................................7 Consultant Team Experience with Similar Projects .................................................................11 ProjectManagement......................................................................................................................15 Diversity.............................................................................................................................................15 AdditionalServices .........................................................................................................................15 Appendices (forms and team resumes) Leland Consulting Group I July 2018 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project Project Understanding and Approach Our team is ready to tackle the work of delivering an Equitable Urban Renewal Implementation Strategy for the Tigard Triangle. The world of urban development has evolved to think more holistically about public investment and how it can best be leveraged to achieve equitable benefits for a wider range of the community than before. In this context, the Tigard Triangle is a unique place in the region where an equitable and economically vibrant community can be realized. Our team sees several distinct advantages with this project's timing and context: • Strategic location — proximate to major transportation networks, downtown Portland, Wilsonville, Lake Oswego, Beaverton, and other major employment centers. • Existing assets (groceries, dining, retail) that make it a full-service neighborhood. • Ample capacity for future growth —few close-in areas in the region have so much development potential. • Planned light rail, which will enhance regional access to the Triangle and add value. • Natural resources and open spaces that can quickly transition into amenities for future residents. • Years of work that have led to this opportunity. The Tigard Triangle has a vision and a plan in place. Our work is to organize and carry forward this vision efficiently and equitably. • Newly established urban renewal district—significant funding for improvements and strong citywide support shown through the public vote that led to it. Our approach combines deep strategic and technical expertise with extraordinary design capacity and collaboration to deliver great outcomes in the Triangle. We understand that without private investment, there can be no equitable redevelopment outcomes. We understand that the development strategy must lead to significant private investment throughout the Triangle. Public investments will frame opportunities, while partnerships with the private sector will allow Tigard to realize outcomes that implement the vision for the Triangle. We have assembled a team that has the capacity and range of skills needed to help Tigard fully understand opportunities, prioritize investments, and deliver world-class infrastructure and partnerships that will be a model of equitable development. What this project is about The purpose of the project and its desired outcomes are clear to us: • Giving Tigard a clear road map to ensure that the capital investments it makes: o Achieve equitable outcomes in housing, employment, and access to goods and services as defined by the community. o Lead directly to significant private investment that increases the tax base. o Allow enough flexibility to adjust to changing market conditions. • Send a clear signal to the market about the type and location of development that is desired and that will be supported by public investment. • Ensure fiscal prudency by the City so that its limited resources are leveraged to the greatest extent possible. • Use analytical and modeling innovations to ensure that the City makes investments that are prioritized by both qualitative and quantitative factors, that are time-bound, and that are geographically specific. • Build upon the extensive existing work on equity that has been done regionally and for the SW Corridor. This process will integrate and apply those principles rather than start from scratch. • Develop world-class project designs that support Tigard's vision to be the Northwest's most walkable community. Designing an urban environment that supports walkability has far-reaching, positive implications for communities dedicated to equitable outcomes and a high quality of life. Our team will work with the PMT and others to illuminate the range of urban design decisions that are fundamental to community health and equity and to building lasting value in the community. Leland Consulting Group I July 2018 Page 1 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project Why we're excited about it We hope this proposal conveys the enthusiasm we have for the project and the Triangle. • We're passionate about implementation. Our team structures deals, designs systems, and gets projects built. • Our team brings a history of experience and engagement with the Triangle and Tigard community, ranging from prior work on the Tigard Triangle Strategic Plan, completing development feasibility analyses for specific properties in the Triangle in the Tigard Triangle Implementation Project to advising place-making projects in the Triangle through the UO Sustainable City Year Program. This experience has given us a deep appreciation of the potential for the district to be a truly regional model for equitable place making. We believe in the transformative power of place making and we are personally committed to seeing the past plans through to implementation. • We believe that the SW Corridor's focus on equity is a meaningful lens through which capital decisions are made and that can lead to better places. We're excited because the Triangle is the first location along the corridor where those goals and principles are going to be integrated into real development. Our process At its heart, the Equitable Urban Renewal Implementation Project is an action plan —an analysis of options and a prioritized, budgeted list of projects that the City can rely on to make equitable and impactful investments in the Triangle. Our proposed approach will deliver world-class infrastructure designs, prioritized and supported by a defensible and prudent analysis that considers the many quantitative and qualitative factors that define equitable development. We are proud to be proposing a process that integrates these technical and strategic factors. Our proposed process is organized into two phases, roughly following the draft scope of work presented in the RFP: • . OctPhasefrasks Sep OctD- 1.1 Kickoff 1.2 Setting the Stage 1.3 Establish Criteria 1.4 Draft Project Lis �i 1.5 Project Scoring 1.6 Optimization Modeling 1.7 Envision Tomorrow Modeling y 1.8 Draft Equitable Urban Renewal Implementation Strategy 1.9 Final Implementation Strategy 1.10 Urban Renewal Finance Plan 2.1 Infrastructure Designs 2.2 Property and Redevelopment Consulting Biweekly Phone Calls ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ PMT Meetings/Presentations * TAC and/or TCAC♦ Interim deliverable♦ Final deliverable Phase 1: Project optimization and prioritization. This initial phase will be where we work with stakeholder groups identified in the RFP to establish the qualitative and quantitative factors that will define equitable development in the Triangle. This work will be designed to draw out insights from the PMT and community stakeholder groups and to meaningfully engage project partners in developing measurable objectives and parameters. Through an Optimization Engine that incorporates rigorous financial modeling, scenario analysis, and construction considerations, we will apply these criteria to prioritize identified projects into an action plan that maximizes the leverage of private investment and clearly defines short-term public investments and actions. While the issues are complex, our process is straightforward Leland Consulting Group I July 2018 Page 2 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project and efficient, resulting in outcomes early on so that we can reserve the bulk of the project's resources for project definition and refinement in Phase 2. Phase 2: Project implementation. In Phase 2, we will work with the City of Tigard to refine the designs and costs of short-term projects and serve as a resource to support public-private partnerships for private investments that are ready to go. While there is less detail on this phase in our proposal because the priority projects have not yet been selected, our team was assembled primarily on its experience developing infrastructure designs that get built, facilitating public-private partnerships between cities and developers that result in private investment, and assisting in securing financing in the complex world of affordable housing. Phase 1: Project analysis and optimization Purpose: To develop a long list of potential projects and alternatives, identify the criteria by which prioritization decisions will be made, and analyze the projects against the criteria in order to arrive at a pragmatic, prioritized list of investments. 1.1 Kickoff: We will begin the project with a chartering process to build the framework for project management, public involvement, and communication. This will involve: • Kickoff meeting with PMT to review scope, schedule, and deliverables. • Development of public involvement plan and project communication tools. • Establishment of project management protocols and systems (see Project Management section). • Site tour to familiarize team with the study area and proposed projects. • Identification of background information needs. Deliverable: Project charter, public involvement plan, and project management plan 1.2 Setting the stage: Conduct a thorough review of all relevant plans and strategies related to the Triangle, gather public and stakeholder input, and conduct market oGofN Barriers/Issues:Pedestrian/bicyclist related pwaoaea research. This reconnaissance will include: • Assembling a list of all potential projects included in existing planning documents. ""°he'ne"0P9 • Focus group meetings with key stakeholder groups to understand issues of equity and how they can be addressed in the Triangle. • Workshop with project leaders to support translation of equity proposals into the built environment, a prioritize sustainability co-benefits, and test redevelopment scenarios. Left:Com posl le h eat ma p of selected resp on • Meetings with key property owners and developers to M, identify development opportunities, timing, and other Sample Mapita Survey Data Reporting opportunities and challenges. • Online survey using Mapita (in Spanish and English) to vet equity goals and objectives developed through stakeholder and CBO meetings and to identify project opportunities and focus areas. • Market reconnaissance: We will gather precise market intelligence that will be used throughout the modeling process to ensure that proposed public investments are linked to known development opportunities, that they reflect actual development economics, and that they anticipate future trends and economic shifts. Elements of the market reconnaissance will include: Leland Consulting Group I July 2018 Page 3 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project o Identifying vacant and underutilized land o Identifying planned projects o Assembling current and trend data on land values, lease rates, absorption, cap rates, construction costs, and other key inputs to a development pro forma o Analyzing the development pipeline for inclusion in the Urban Renewal Finance Plan Deliverable: Draft public infrastructure project list, online survey results, market reconnaissance memo, initial sustainability assessment, focus group and stakeholder outreach summaries 1.3 Establish criteria: What does equitable development mean for Tigard and the Triangle? Using the information gathered in the previous tasks specifically around equity goals and objectives and development potential, we will develop project selection criteria against which all projects will be evaluated. This will include quantitative criteria such as cost, funding availability, and impact on the tax base, but also qualitative factors such as how it improves access to employment, creates housing opportunities, implements the City's vision, and improves infrastructure resiliency. We will develop the criteria through a series of meetings and workshops with the PMT, TCAC, TAC, and other stakeholder groups. Each criterion will include objective standards to be used for scoring in future steps. 1.4 Draft project list: We recommend approaching the project design process in a phased approach so that we do not unnecessarily spend scarce resources designing projects that may ultimately not get prioritized or that will not be built until far into the future. To create the draft project list, we will review existing project lists such as those developed for the urban renewal plan and subsequent projects like the Tigard Stormwater Plan. As necessary, we will update cost assumptions to provide a consistent base to use in preliminary prioritization and modeling. Some projects, such as Red Rock Creek, have already been identified as priorities in existing plans. For those, we will develop schematic renderings to vet design options, but will reserve as much budget as possible for projects that are prioritized for the next five years. These projects will be designed in greater detail in Phase 2. QUANTITATIVE DRAFT EVALUATION PROJECT LIST Q GOAL-SETTING/ ®I RANKING a _� PORTFOLIO SCENARIO PORTFOLIO 2 SCENARIO 2 PORTFOLIO 3 SCENARIO 3 QUALITATIVE EVALUATION OPTIMIZATION � � ENVISION ENGINE TOMORROW Project Optimization process work flow 1.5 Project scoring: The project scoring step is critical because it forces a conversation around the positive and negative impacts that a project has against the criteria developed earlier, allowing us to review projects on an apples-to-apples basis. To facilitate this process, we will develop a project intake form that will be used by the team and City staff to score projects identified in Task 1.4. Utilizing a process we developed for Multnomah County's Strategic Capital Planning process, the intake forms will include factors such as: Leland Consulting Group I July 2018 Page 4 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project • Project cost. • Timing (e.g., must begin or end within a certain timeframe). • Opportunities for outside funding (to leverage local resources). • Connection to other projects on the list (to leverage resources). • Geographic location (for use in Envision Tomorrow modeling to identify leverage opportunities). 1.6 Optimization modeling: We will input the Debt Semite-Comparing Portfolios =Debt Service Capacity Available for NewCapital Proreas—Ponfollo 9:223 projects into an Excel-based Optimization Engine —Portfolloll:184 —Ponfolinff:189 —Portfolio N:258 —Ponfollo 6:306 where we will evaluate thousands of potential combinations of projects to arrive at complete $35,000,000 portfolios for further analysis. More than just modeling development feasibility, the Optimization Engine can explore thousands of $25.000.000 scenarios within given parameters to analyze the impact of a portfolio of projects rather than the sls.000,�D impact of one project at a time. This helps identify the benefits that arise from the interdependence of projects and the cumulative impacts of those 50 investments on private development. Rather than 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2431 2032 2033 2034 2035 2036 2937 2035 relying on the model to output a single, optimal Debt service capacity modeling from Multnomah County Strategic solution, the purpose is to identify portfolios of Capital Plan projects that maximize their impact against the various evaluation criteria for further analysis and discussion with the team. This also allows the PMT to weigh collections of decisions against one another, rather than looking at projects in isolation. The discussion can then be centered around: • How well they maximize a specific criterion or several criteria. • How well they leverage private investment. • Whether they maximize the use of available funding capacity. 1.7 Envision Tomorrow modeling: While the Optimization R..c�io-t F� 'a' 5—"° Skafion Area Engine will provide several feasible portfolios of near- term capital projects, understanding project feasibility is only part of the story. Our team will employ the Envision Tomorrow land use model to estimate the development outcomes associated with each capital project portfolio identified by the Optimization Engine. Envision Tomorrow (ET) is an open-access scenario planning package that allows users to analyze how their community's current growth pattern and future Sample Envision Tomorrow Reporting Output decisions impacting growth will impact a range of measures from public health, fiscal resiliency, and environmental sustainability. Each development outcome scenario modeled in ET will provide the City with parcel-level redevelopment estimates and indicator "report cards" by which each scenario outcome can be evaluated. By harnessing the power of Envision Tomorrow, we will be able to estimate a range of co-benefits to new development including: • Greenhouse gas emissions resulting from the modeled development pattern. Leland Consulting Group I July 2018 Page 5 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project • Impacts on VMT and other transportation modes. • Assessed value, tax increment, and other fiscal impacts. • Job creation, wages, and other economic impacts. • Housing cost, diversity of housing, and resident access to jobs. 1.8 Draft Equitable Urban Renewal Implementation Strategy: Based on PMT and TAC input, we will develop a draft implementation strategy, including a prioritized list of projects and actions, cost estimates, and timing. We will conduct another round of meetings to review the draft strategy. 1.9 Final Equitable Urban Renewal Implementation Strategy: Based on input, we will refine the strategy and prepare a final report. Deliverable: Final Equitable Urban Renewal Implementation Strategy 1.10 Urban Renewal Finance Plan: Beginning at the start of the project and going through iterations throughout, Andy Parks of GEL Oregon will build a TIF projection model that identifies the impacts of anticipated private development as planned and that which will be incentivized as a result of the Implementation Strategy. This will include delivery of working Excel spreadsheets to track maximum indebtedness as well as expert guidance on borrowing, bonding strategies, and other municipal finance strategies. Deliverable: Urban Renewal Finance Plan and associated technical documents. Meetings with PMT, City of Tigard Finance Director, TCAC, and other stakeholder groups as necessary. Phase 2: Implement quick wins and short-term projects With a prioritized list of projects and actions, we will transition to Phase 2, where we will begin refining projects identified as short-term priorities. This will encompass the vast majority of the project's time and budget, emphasizing the project's focus on implementation and not just analysis. Given that the actual project priorities will not be known until the completion of Phase 1, this approach is a draft and will be reconfirmed with the City prior to beginning. 2.1 Infrastructure design, simulations, and cost estimating: For projects that were prioritized in Phase 1 for the near term (next five years), we will coordinate with the City and stakeholders to identify which projects should be refined with project designs and cost estimates to approximately 5% engineering level. We will use the Tigard Triangle Streetscape Design Plan (2016) that MIG developed as part of the previous Tigard Triangle planning and design process as a basis of design for streets, incorporating additional low-impact development standards for streets and private development. In addition to street and public realm design, we will use MIG's in-house architecture expertise to identify how the public investments might translate into adjacent development, creating notjust cost estimates and conceptual design, but integrated urban form with supporting infrastructure. This is particularly important for how the SW Corridor integrates into the Triangle. We expect that conceptual design for this project will also take into account the project components of the larger SW Corridor investments. 2.2 Property and redevelopment consulting: We will serve in an on-call capacity as the City's trusted advisors for public-private partnerships, property acquisitions, dispositions, developer recruitment, and other tasks related to redevelopment and coordination of public investments with private development. This work may include: • Preparation of RFQs for development proposals. • Financial analysis and review of development proposals. • Analysis of economic and fiscal impacts of development. • Strategies and support for public-private partnership negotiations. • Coordination with affordable housing developers and assistance in securing affordable housing financing. Leland Consulting Group I July 2018 Page 6 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project Consultant Team Organization and Qualifications Leland Consulting Group has carefully curated a project team that combines extensive local familiarity of Tigard with national experience in innovative infrastructure design, sustainability, public-private partnerships, urban renewal finance, and affordable housing development. Our team members are passionate about making great places and we all share an excitement for creating a plan that builds on existing regional partnerships. As shown in the organizational chart, our team includes the following firms and roles: • Leland Consulting Group: Will serve as the prime firm, leading the strategic planning analysis and coordinating the work of all subconsultants. • MIG: Will lead the design of infrastructure, streetscapes, and open spaces and will support the public involvement process. • Cascadia Partners: Will assist in the application of the Optimization Engine and scenario modeling, allowing us to quantify and document equity impacts. • Larco/Knudson: Will provide strategic guidance on sustainability and equity systems, as well as provide continuity with the work from the UO Sustainable City Year Program. • The Nielson Group: Sharon Nielson will provide strategic and technical guidance to ensure that the proposed strategies support the attraction of affordable housing financing to the Triangle. • GEL Oregon: Andy Parks will draw on his extensive municipal finance experience to conduct the urban renewal finance plan and will also provide guidance on bonding and other funding strategies. • David Evans and Associates: Scott Harmon will serve as a technical resource to the entire team on transportation issues that may arise throughout the process or on specific prioritized projects. City of Tigard Leland Consulting Group Strategic Planning Analysis, Optimization Modeling, and Team Coordination Key Staff: Chris Zahas, Project Manager Sam Brookham, Analyst Justin Acciavatti, Financial Modeling MIG Cascadia Larco/ The Neilson GEL Oregon David Evans Infrastructure/ Partners Knudson Group Urban Renewal and Associates Streetscope/Open Urban Anofytics Sustainability and Affordable Finance Plan and Transportation Space Design and Key Staff: Equity Systems Housing Bonding/Funding Key Staff: Public Involvement Alex Steinberger Key Staff: Financing Strategies Scott Harmon Key Staff: Alex Joyce Kaarin Knudson Key Staff: Key Staff: Alex Dupey Nico Larco Sharon Neilson Andy Parks Tom von Schrader Lolly Kunkler Johanna Schorr Leland Consulting Group July 2018 Page 7 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project Introduction to the Team LELAND In more than 250 communities across the country, Leland Consulting Group has Le helped communities realize built projects that immediately improve residents' CONSULTING quality of life: thriving downtowns, bustling shopping districts, inviting GROUP neighborhoods, and productive employment centers. Our role is to keep the big picture in sight while simultaneously providing deep expertise in the strategic, market, financial, and economic elements that make projects possible and successful. We recognize that special and economically viable places result notjust from one factor, but from the combination of quality design, supportive markets, developer capacity, and financial strength. Leland Consulting Group provides the following services: • Market Research and Strategies Economic Development Strategies • Financial Analysis Housing Strategies • Economic Impact Analysis Development Conceptualization • Public-Private Partnerships Leland Consulting Group (LCG) was established in 1989 and has over 29 years of experience providing real estate and urban planning services to public and private sector clients across the United States. Chris Zahas, Managing Principal. Chris is a real estate strategist and project manager with an emphasis on urban corridors, downtown revitalization, employment districts, transit-oriented development, and public-private partnerships. His project approach is to assist public and private sector clients in turning broad visions into prioritized and achievable action plans by combining market and economic research with strategic advice that is tied to the fundamental principles of real estate development. In over 17 years at Leland Consulting Group, he has managed more than 25 downtown and corridor implementation strategies and played a strategic advisor role in dozens more. In the economic development realm, he brings a deep understanding of economic and demographic trends, ensuring that long-term strategies reflect the evolving drivers of how businesses choose to locate and where people choose to live. Sam Brookham, Senior Analyst. Sam is an urban planner with a passion for environmentally- sound planning. His diverse background and work in both public and private sectors has had him involved in community revitalization, municipal planning, environmental planning, and economic development. Building upon a desire to pursue community-based planning that promotes civic responsibility and public engagement, Sam delivers a range of technical, research, and analytical skills to support Leland's senior staff members on a wide range of projects. IJustin Acciavatti, Financial Analyst Consulting Advisor. Justin builds financial models for a wide variety of capital investment decisions. The expertise he extends to clients, including developers and planners, encompasses return on investment modeling for real estate acquisitions and development, and the application of analytics for those seeking clarity about financial outcomes and their impact on real estate. Justin generates clear simulation models tailored to a project that determine confidence levels in any particular financial result. Since its founding in 1982, MIG, Inc. has focused on planning, designing and sustaining environments that support human development. Its team of 240 professionals has assisted public agencies throughout the Pacific Northwest and the nation, including the City of Tigard, on projects that support revitalization, enhance community livability and connect people with places. MIG is a nationally recognized leader in integrating innovative community-led land use planning and urban design tied to complete/green street design and the creation of exciting public spaces. MIG's leadership in green Leland Consulting Group I July 2018 Page 8 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project infrastructure and low impact development strategies is recognized through organizations such as NACTO, where we have contributed to developing cutting edge approaches to sustainable, context specific design. Primary areas of expertise: • Urban Planning and Design • Development Codes • Land Use Planning • Architecture • Complete Streets • Healthy Community Planning • Park and Trail Planning and Design • Place making • Community Engagement and Outreach • Strategic Communications/Graphic Design • Natural Areas and Greenways • Visualizations and Visual Analysis • Americans with Disabilities Act Compliance +� Alex Dupey, Director of Planning Services/Urban Design. Over his nearly 20-year career, Alex has led multiple projects that create engaging environments developed through extensive community-based design. His strength is working with residents, businesses and key stakeholders ML to translate visionary ideas into implementable actions. Alex uses highly visual and interactive approaches to make the planning and process fun and interesting for the public, using techniques honed through his work with small and large communities. Tom von Schrader, Principal/Civil Engineer. Tom brings 35 years of experience in implementing sustainable visions that balance community development needs, right-of-way demands, and environmental objectives in corridor, streetscape, and civic enhancement projects. As an early implementer and thought-leader in Complete Streets and green infrastructure systems, his design experience encompasses streets that are complete, apply natural drainage systems and rainwater capture systems, and porous pavement designs. Lolly Kunkler, Civil Engineer. Lolly has 16 years of engineering experience specializing in porous pavement, public green infrastructure, and housing projects. She has designed right-of- way infrastructure layout, including underground utilities, vault sizing, stormwater system design, and utility coordination. Lolly has presented on various topics related to permeable pavement systems and site design and is one of the co-authors of the 2015 American Society of Civil Engineering publication "Permeable Pavements." Johanna Schorr, Director of Architecture.Johanna is a registered architect with over 30 years of experience. As an architect, Johanna's emphasis is on integrating elegant design with the T pragmatic discipline required to guide a project to completion. Client participation, ¢ programming, sustainability, structure, and natural site considerations are all part of the balance she achieves in the design process. She is also valued for her strong skills in project management, design, and construction administration. Cascadia Partners represents decades of experience in planning, design, development finance, project management and engagement. Our team is ready to guide projects from concept to reality. Our services range from strategic planning and conceptual planning CA S C A D I A through development. We provide the design, financial and engagement skills to ensure P A R T N E R s success. Our strength is being able to provide both sophisticated analysis and a compelling, visual story that brings concepts to life. Our projects include redevelopment plans for entire districts like transit stations and downtowns, street and public realm urban designs, management of public-private partnership developments, and detailed site plans and pro forma analysis for individual sites. Leland Consulting Group I July 2018 Page 9 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project Alex Steinberger, Partner. Alex is an urban planner and economist with a strong foundation in geographic information systems (GIS). His experience in scenario planning and TOD allows him L to fulfill a broad range of project needs -from urban design to redevelopment analysis. He has experience working at a range of scales, from site-specific redevelopment projects to regional visioning efforts. In every project, Alex employs cutting edge planning tools and techniques with 1. an eye for communicating complex topics to non-technical audiences. Alex Joyce, Managing Partner. Alex has over a decade of experience managing complex strategic plans, urban designs and development finance projects across the United States. This _ includes managing public-private development offerings, urban designs for corridors, districts and transit stations, and financial analysis of zoning standards and incentive programs. His approach is rooted in the philosophy that a successful project needs both the vision to inspire excitement and buy-in, but also the pragmatic, financial strategy to actually get built. LARCO / KNUDSON LARCO/ KNUDSON (L/K) is an urban design and consulting firm that works with project leaders and integrated design teams to accomplish visionary, vibrant, sustainable places. Led by Nico Larco, AIA, and Kaarin Knudson, AIA, the firm uses an innovative, research-based approach to assess every project's potential for sustainability from the regional to the parcel scale. We are natural collaborators and work to meaningfully engage project leaders and community stakeholders around core values, measurable outcomes, and best practices in sustainable urban design. In an era of climate change and disruptive technology, we also help our clients to future-proof multiphase projects and plan for change. WNW- Kaarin Knudson, Principal and Partner. In the past decade, Kaarin has led a variety of high- g . profile urban design, planning, and architecture projects in communities throughout Western Oregon. Her projects have included consequential public involvement, meaningful place making ■ `� objectives, ambitious sustainability goals, and complex site or programming requirements that bridge from entitlements to the design phase. Her work is focused on helping teams and project leaders accomplish sustainable urban design, engage key decision makers and constituencies, and position projects for success in an era of changing climate and disruptive technologies. Nico Larco, Principal and Partner. Nico Larco has worked and led research in sustainable urban design for the past two decades and developed the Sustainable Urban Design Framework as a comprehensive tool that can guide the sustainability approaches for projects at a variety of � - � scales. He is a nationally recognized expert on how technological advances such as autonomous A,r•, 1". vehicles, e-commerce, and the sharing economy are changing city form and development. He is an Associate Professor of Architecture at the University of Oregon and is a Co-Founder and Co- Director of the Sustainable Cities Initiative, a nationally and internationally awarded, multidisciplinary organization that focuses on sustainability issues as they relate to the built environment. TNCiSharon Nielson, Principal. The Nielson Group (TNG) is a leader and innovator in the development of affordable and special needs community development projects throughout the Northwest. Sharon Nielson, the principal, has over 20 years of demonstrated ability to The Nielson Group structure, finance, and develop projects that "push the envelope" of the development CAFIRLE KLNCESTRATEGIES paradigm. Using multiple public and private funding sources, including Low Income Housing Tax Credits, private capital campaign funding, and local government grants, TING has significant experience in the financing of mixed-use, mixed-income, and special needs projects in both urban and rural communities. With community partners, TNG produces financially sound projects that are sustainable assets in their community. Leland Consulting Group I July 2018 Page 10 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project 9TL;7 Andy Parks, Principal. Andy Parks has served local governments for nearly thirty years as a consultant, advisor, and in executive leadership positions. He co-founded GEL Oregon, i n c Inc. to share the expertise he gained while providing financial and strategic advice to government executive league management and elected officials of Bend, Oregon during its transformation from a small quiet city to a bustling, world-renowned destination. Andy assists municipal organizations with strategic planning, financial and management "Best Practices," service delivery/business process evaluations, performance measures, implementation of organization change initiatives, long-range financial planning, urban renewal financial modeling, and fee and utility rate analysis. 0 o Scott Harmon, Associate/Senior Transportation Engineer. Scott is a transportation O planner and engineer with 20 years of experience in traffic operations analysis and simulation of freeways, arterials, and urban corridors. He is skilled in identifying transportation needs DAVID EVANS AHcASSOCIATES m.. using manual and computer model forecasts and developing projects and solutions to meet these needs. Scott has recent experience working with the City of Tigard in the Tigard Triangle including the Redevelopment Strategy, TPR Compliance, and SW Corridor EIS. Consultant Team Experience with Similar Projects Representative projects in the table below demonstrate the breadth of experience that our team brings to this assignment. This is followed by more detailed information, including client references, on select relevant projects. Title, Type, Client, Year Completed and Staff Relevant Tasks Tigard Triangle Implementation Project • Site analysis and design Type: Development and Implementation Strategy • Streetscape design and visualization Client: City of Tigard, Oregon • Market analysis and pro forma financial analysis Year Completed: 2017 • Urban renewal Staff: Alex Dupey/Tom von Schrader, MIG; Chris • Project prioritization Zahas, LCG; Scott Harmon, DEA • Public involvement/urban renewal education program • Stakeholder interviews Waterfront Master Plan/Development Strategy e Market and financial analysis Type: Public-Private Partnership/Development e Economic and fiscal impact analysis Client: Port of Vancouver USA e Site planning, conceptual design, and cost estimation Year Completed: 2017 e Financial pro forma modeling and review Staff: Brian Vanneman/Chris Zahas, LCG • Developer recruitment and negotiations Renton Downtown Civic Core Vision/Action Plan a Public space assessment and programming Type: Programming, Streetscape and Trail Design, e Catalytic site analysis and design Parks and Open Space Planning, Cost Estimates and • Streetscape design and visualization Prioritized Implementation Strategy e Market analysis Client: City of Renton, Washington e Infrastructure and low impact development standards Year Completed: 2018 e Project prioritization and cost estimates Staff: Alex Dupey/Tom Von Schrader, MIG; Chris e Public involvement (online and in person) Zahas/Sam Brookham, LCG Leland Consulting Group I July 2018 Page 11 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project Title, Type, Client, Year Completed and Staff Relevant Tasks Wilsonville Town Center Plan a Community visioning and implementation strategy Type: Town Center Implementation Strategy e Infrastructure analysis and streetscape design Client: City of Wilsonville, Oregon e Cost estimating and project prioritization Year Completed: 2018 (anticipated) e Visualization and site design Staff: Alex Dupey, MIG; Brian Vanneman/Sam e Stakeholder/developer meetings and facilitation Brookham, LCG e Development code and design standards Bell Street Park e Multiuse, curbless roadway/programmable green Type: Street Design and Construction public space Client: City of Seattle, Washington e Coordination with multiple city agencies Year Completed: 2014 e Design and construction services Staff: Tom Von Schrader, MIG e Hybrid of park activities and street functions Development Financing/Affordable Housing e Development finance Incentives e Tax revenue forecasting Type: Housing Policy e Feasibility analysis Client: City of Bend, Oregon Year Completed: 2017 Staff: Alex Joyce, Cascadia Partners Walnut Park Public-Private Partnership e Zoning analysis Feasibility Study e Stakeholder interviews Type: Financial Feasibility Analysis e Site planning Client: Multnomah County, Oregon e Financial feasibility analysis Year Completed: 2017 Staff: Alex Joyce, Cascadia Partners Better Housing Together— Housing Policy/Public e Plan and policy analysis Involvement Campaign e Public involvement Type: Public Involvement, Urban Design e Stakeholder interviews Client: National Association of Realtors/ Better e Focus groups Eugene-Springfield Transportation Year Completed: 2018 Staff: Kaarin Knudson, L/K Downtown Eugene (EWEB) Riverfront Master e Site analysis Plan and Public Engagement Process e Master plan/site design Type: Revitalization master plan e Market analysis/development scenarios Client: Eugene Water & Electric Board (EWEB) e Implementation plan Year Completed: 2010 e Public involvement Staff: Chris Zahas, LCG; Kaarin Knudson, L/K (project e Stakeholder interviews completed while with Rowell Brokaw) e Public-private partnership advising Cornelius Place e Overall project development strategy/management Type: Mixed-Use (library and senior housing) e Site acquisition and project appraisal Client: Bienestar, Inc./Bridge Housing e Development team coordination Year Completed: 2018 e Finance and project structure management and Staff: Sharon Nielson, TNG; Chris Zahas, LCG closing coordination Leland Consulting Group I July 2018 Page 12 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project Title, Type, Client, Year Completed and Staff Relevant Tasks SW Corridor Draft EIS • Transportation network analysis Project Type: Environmental Impact Statement • Capital planning Client: Metro • Project prioritization Year Completed: 2019 (in process) Staff: Scott Harmon, DEA; Ted Kamp, LCG Detailed Project Descriptions Multnomah County Strategic Capital Plan, Oregon. Leland Consulting Group developed a project scenario and decision- Transportation Facilities making model to support Multnomah County's 20-year capital Commerce, Place,service tannin process. The Count was challenged b the need to Economic Delivery&Asset planning p y g y Development& Appreciation select and prioritize 50+ potential projects against a range of Movement qualitative, quantitative, and financial criteria, a task that was made lnformatio; even more difficult by the diverse nature of the projects, ranging Technology from facilities, IT, to transportation. By running thousands of Service Delivery, Productivity& scenarios, the model identifies the spectrum of financially-qualified Obsolesce scenarios, which can then be evaluated on their ability, at a portfolio level, to meet the safety, resilience, equity, and other qualitative values that are part of the County's mission. With the ability to adjust inputs to test the impact of new assumptions and built-in reporting templates to illustrate the financial and timing impacts of each scenario, the model is a critical tool for both staff and elected officials throughout the planning process. Reference: Peggidy Yates, Director of Strategic Capital Planning, Multnomah County, 501 SE Hawthorne Boulevard, Portland, Oregon 97214, 503-988-4878, peggidy.c.yates@multco.us Downtown Housing and Revitalization Initiative, Boise, Idaho. Leland Consulting Group has maintained a long-term relationship as a strategic development advisor to the City of Boise, through the Capital City Development Corporation, its urban renewal and redevelopment agency. These strategic services have all focused on the revitalization of the downtown core and its adjacent neighborhoods through the introduction of new housing and the - creation of vibrant mixed-use districts. Efforts included a detailed housing strategy to identify the short and long-term potential market for urban housing in downtown Boise. Leland Consulting Group prepared detailed case studies of similar cities to identify the common market characteristics that could inform a long-term housing forecast for Boise. This technical research was matched with a broader initiative of workshops with local private developers and lenders; opportunity site analyses for several downtown districts; and public-private development strategies to guide public investments and actions. Over 1,000 housing units have since been built or are entitled for development. In 2014, Leland Consulting Group was re- engaged by CCDC to evaluate the potential for various districts surrounding downtown office core to attract additional housing, with a specific emphasis on market-rate rental housing. Leland Consulting Group is currently preparing an eligibility report (blight study) for a proposed urban renewal district that would help fund the implementation of affordable housing and BRT along the State Street corridor. Reference: Shellan Rodriguez, Project Manager, Capital City Development Corporation, 121 North 9th Street, Suite 501, Boise, Idaho 83702, 208-384-4264, srodriguez@ccdcboise.com Leland Consulting Group I July 2018 Page 13 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project Thornton Creek Water Quality Channel, Seattle, Washington. Carved out of an i, abandoned parking lot, the Thornton Creek Water Quality Channel is a water treatment facility and public open space that connects the surrounding community while restoring I the environment. MIG (formerly SvR) designed and engineered this 2.7-acre urban respite with an artfully meandering channel that treats runoff from 680 acres. The channel creates a graceful, natural space at the heart of the mixed-use development that features condominiums, apartments, restaurants, retailers and a movie theater. There is a continuous expression of water flowing, pooling and cascading in the channel, but during and after storms the full capability of the broad channel bottom is engaged for water quality treatment. The design and grading of this narrow site addresses significant topographic changes between the channel and street. Overlooks and bridges allow pedestrians to enjoy the channel habitat and wildlife. Form meets function at the channel, becoming a truly high-performance landscape. As Lead civil engineer, MIG (previously SvR) designed a cul-de-sac and maintenance road in addition to assisting Seattle Public Utilities in obtaining SIPS and negotiating franchise utility relocation with Puget Sound Energy. Reference: (Note: reference for Tom von Schrader and SvR, prior to acquisition by MIG). Tom Fawthrop, Project Manager, City of Seattle, 700 51" Avenue, Seattle, Washington 98124, 206-233-7265, thomas.fawthrop@seattle.gov Bell Street Park, Seattle, Washington. MIG (formerly SvR) led the urban design and engineering of the innovative Bell Street Park in the Belltown neighborhood, where single-purpose right-of-way was transformed into a , vibrant, safe and green public space. This four-block section is the first phases -�'� = r of a long-range plan for a park corridor stretching from South Lake Union to Elliott Bay. When high land values limited the potential for park acquisition, community leaders and city departments turned to the underutilized public right of-way to create a multifunctional open space. Bell Street Park is a hybrid of park activities and street functions. It gives an outdoor living room to residents of Seattle's densest neighborhood while allowing automobile, bus, bicycle, and emergency vehicle access. A subtle topographic shift raises the roadway up to the sidewalk level to create a curbless and continuous surface. Street and park materials are woven into a wall-to-wall tapestry of shared space with meandering paving, planting and seating forming a unifying "circuitry" for the park. Reference: (Note: reference for Tom von Schrader and SvR, prior to acquisition by MIG). Patrick Donohue, Project Manager, Seattle Parks and Recreation, 100 Dexter Avenue North, Seattle, Washington 98109, 206-684-9286, patrick.donohue@seattle.gov South Shore Zoning Analysis and Design Evaluation, Austin, Texas. While a Principal at Fregonese Associates, Alex Joyce led a small area planning exercise to understand how the South Shore area of central Austin could develop in coming years. This included preparing a range of building pro forma models to understand which aspects of the current zoning were problematic and make recommendations for changes. In addition, Alex quantified the potential market-impact of a range of public-sector street and place making investments in the district ranging from minimal changes to significant roadway improvements and park - investments. The City wanted to understand and quantify the benefits of making large capital investments like new roads, parks and transit connection in the area, and think through how those might be arranged. Reference: Alan Holt, Principal Planner, Urban Design Division, City of = Austin, 505 Barton Springs Road, Austin, Texas 78704, 512-974-2716, alan.holt@austintexas.gov Leland Consulting Group I July 2018 Page 14 Proposal for Services:Tigard Triangle Equitable Urban Renewal Implementation Project Project Management This is a team of seasoned professionals that brings experience and an in-depth understanding of how to successfully run a project of this magnitude. We have found that the key to successful project management is outlining responsibilities and expectations, creating accountability, and consistent communication. Our team's project manager, Chris Zahas, has over 17 years of experience on a wide range of complex urban planning projects including many where he managed partnerships with this team's subconsultants. Our approach to project management is fundamentally client-focused, with frequent communication by phone, regular site visits, and diligent documentation of project progress. The foundation of this is biweekly calls with the client to provide an update on project progress, budget status, and next steps, as well as highlighting any issues or project challenges well before they become critical roadblocks. This type of ongoing and frequent communication ensures that the client stays well informed of all activities, keeping the project on time and on budget. We always clarify deadlines and expected deliverables well ahead of schedule and provide the client time to review drafts and outlines in advance to avoid duplication of efforts and to keep the project on schedule. As our references will attest, all our projects are delivered on time and within budget. Cost control is critical from the scope of work development phase through final project completion. Based on the clearly defined scope of work, project costs can be more accurately calculated. If there are any unanticipated costs, they will be tracked to specific tasks where the cause can be evaluated and remedies quickly implemented. Further, regular progress reports will be assembled to detail the work accomplished, budget status, key issues encountered, decisions or data needed to maintain the project schedule, scope change documentation, and decisions pending. Diversity LCG believes that diversity is extremely important to producing consistently high-quality work, because differing backgrounds result in a rich variety of perspectives, skills, and approaches. This principle is particularly important in both the urban planning and real estate development fields, in which an understanding of the aspirations of a wide variety of people is important to creating places that will meet their needs. LCG actively pursues opportunities to work with and for businesses that are State of Oregon COBID-certified. Our team's certifications include: • Leland Consulting Group: ESB Certification #9300 • Cascadia Partners: ESB Certification #10900 • The Nielson Group: WBE Certification #3960 • Larco/Knudson: ESB certification pending Additional Services Most of the additional services that we could envision are already anticipated in the Phase 2 scope of work. Likely areas where our team could be of assistance, but that cannot be detailed today, could include: • Property dispositions and developer recruitment • Financial analysis and evaluation of development proposals • Public-private partnership negotiation Appendices • Forms: Proposal Certifications, Signature Page, Acknowledgement of Addenda, and Statement of Proposal • Team resumes Leland Consulting Group I July 2018 Page 15 SECTION 7 PROPOSAL CERTIFICATIONS Non-discrimination Clause The Contractor agrees not to discriminate against any client, employee or applicant for employment or for services, because of race, color, religion, sex, national origin, handicap or age with regard to, but not limited to,the following:employment upgrading,demotion or transfer;recruitment or recruitment advertising;layoffs or termination; rates of pay or other forms of compensation; selection for training; rendition of services. It is further understood that any contractor who is in violation of this clause shall be barred from receiving awards of any purchase order from the City,unless a satisfactory showing is made that discriminatory practices have terminated and that a recurrence of such acts is unlikely. Agreed by: Christopher E. Zahas Firm Name: Leland Consulting Group, Inc. Address: 610 SW Alder Street, Suite 1200 Portland, Oregon 97205 Resident Certificate Please Check One: ® Resident Vendor: Vendor has paid unemployment taxes and income taxes in this state during the last twelve calendar months immediately preceding the submission of this proposal. Or ❑ Non-resident Vendor: Vendor does not qualify under requirement stated above. (Please specify your state of residence: ) L Q__,Ss):, -:)2 1_� Officer's signature: Type or print officer's name: Christopher E. Zahas QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 18 1 P a Q c Close—July 24,2018—2:00 pm SECTION 8 SIGNATURE PAGE The undersigned proposes to perform all work as listed in the Specification section and that all articles supplied under any resultant contract will conform to the specifications herein, The undersigned agrees to be bound by all applicable laws and regulations, the accompanying specifications, and by City policies and regulations. The undersigned,by submitting a proposal,represents that: A) The Proposer has read and understands the specifications. B) Failure to comply with the specifications or any terms of the Request for Proposal may disqualify the Proposer as being non-responsive. The undersigned certifies that the proposal has been arrived at independently and has been submitted without any collusion designed to limit competition. The undersigned certifies that all addenda to the specifications has been received and duly considered with all addenda have been included in this proposal: Addenda: No. #1 through No. #1 inclusive. We therefore offer and make this proposal to furnish services herein in fulfillment of the attached requirements and specifications of the City. Name of firm: Leland Consulting Group, Inc. Address: 610 SW Alder Street, Suite 1200 Portland, Oregon 97205 Telephgne Number: 503-222-1600 Fax Number: 503-376-8350 1 _ By: Date: July 23, 2018 (Signature of Author' d Official. I 'artnership, signature of one partner.) Typed Name/Title: Christopher E. Zahas, Managing Principal If corporation,attest: 114 =,± �� (Corporate Office ® Corporation ❑ Partnership ❑ Individual Federal Tax Identification Number(TIN): 93-0995780 QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 19 1 Pa g e Close—July 24,2018—2:00 pm ATTACHMENT A CITY OF TIGARD, OREGON ACKNOWLEDGMENT OF ADDENDA Project Title: Tigard Triangle Equitable Urban Renewal Implementation Project Close: Tuesday,July 24.2018 I/WE HAVE RECEIVED THE FOLLOWING ADDENDA (If none received, write `None Received'): 1. #1 3. 2 4. July 23, 2018 Date Signature of Prop` er Managing Principal Title Leland Consulting Group, Inc. Corporate Name QBS—Tigard Triangle Equitable Urban Renewal Implementation Project 20 1 P a c Close—July 24,2018—2:00 pm ATTACHMENT B CITY OF TIGARD, OREGON STATEMENT OF PROPOSAL Name of Consultant: Leland Consulting Group, Inc. Mailing Address: 610 SW Alder Street, Suite 1200 Portland, Oregon 97205 Contact Person: Christopher E. Zahas Telephone: 503-222-1600 Fax: 503-376-8350 Email: czahas(cD-lelandconsulting.com accepts all the terms and conditions contained in the City of Tigard's Qualification Based Request for Proposal for the Tigard Triangle Equitable Urban Renewal Implementation and the attached engineering services agreement template (Attachment C): L "N C)r S� July 23, 2018 Signature of autho ed representan �~ Date n. Christopher E. Zahas 503-222-1600 Type or print name of authorized representative Telephone Number Christopher E. Zahas 503-222-1600 Type or print name of person(s) authorized to negotiate contracts Telephone Number 2 1 Pagc LELAND CONSULTING GROUP Le Chris Zahas, AICPp Re resentative Managing Principal Project Experience • Tigard Triangle Implementation Project, Tigard, Oregon • Multnomah County Strategic Capital Plan, Oregon • Downtown Improvement Plan, Tigard, Oregon • Downtown Housing and Chris is a real estate strategist and project manager with an emphasis on urban Revitalization Initiative, Boise, corridors, downtown revitalization, employment districts,transit-oriented Idaho development, and public-private partnerships. His project approach is to assist • Northeast Gateway Plan, public and private sector clients in turning broad visions into prioritized and McMinnville, Oregon achievable action plans by combining market and economic research with strategic . Tigard Civic Center, Oregon advice that is tied to the fundamental principles of real estate development. In all cases, Chris keeps the focus of projects on implementation, always anticipating • Downtown Civic Core and next steps and never hesitating to advise a client to change directions when that is Action Plan, Renton, the best course. In over 17 years at Leland Consulting Group, he has managed Washington more than 25 downtown and corridor implementation strategies and played a • Town Center Plan, Wilsonville, strategic advisor role in dozens more. In the economic development realm, he Oregon brings a deep understanding of economic and demographic trends, ensuring that • Burnham and Ash Mixed-Use long-term strategies reflect the evolving drivers of how businesses choose to locate Development(Attwell Off and where people choose to live. Prior to joining Leland Consulting Group, Chris Main), Tigard, Oregon coordinated economic development projects for the Portland Development • Waterfront Master Plan and Commission, Portland's redevelopment agency. Development Strategy, Port Education of Vancouver, Washington Portland State University: Master of Urban & Regional Planning • Ogden BRT TOD Study, Lewis and Clark College: Bachelor of Arts, International Affairs Ogden, Utah Publications and Public Speaking Experience • Comprehensive Plan Update, • Guest lecturer: Portland State University, University of Oregon Albuquerque, New Mexico • Rail-Volution • Fourth/Prater Corridor Study, • Western Planners Conference Reno, Nevada • Urbanism Next • Downtown Circulator • Nevada Chapter of the American Planning Association Alternatives Analysis, Boise, • Utah Chapter of the American Planning Association Idaho • Washington Association of Realtors • Midtown Corridor Strategy, • Contributing Author: Sustainable and Resilient Communities:A Bozeman, Montana Comprehensive Action Plan for Towns, Cities, and Regions,2011 • Riverfront Master Plan and Professional Memberships Development Strategy, • Urban Land Institute Eugene, Oregon • American Planning Association • Colfax Connections Corridor • American Institute of Certified Planners (#019464) Alternatives Analysis, Denver, • City Club of Portland Colorado • Hyperloop Advanced Research Partnership, Treasurer People Places Prosperity I www.lelandconsulting.com 610 SW Alder Street,Suite 1200,Portland,Oregon 97205 1 503.222.1600 LELAND CONSULTING GROUP LID _ Sam Brookham Representative Associate Project Experience ----- iii �, • Woodinville Civic Campus Development Strategy, r Washington J • Distrito Purisima Alameda Economic Development Strategy, Monterrey, Mexico • Bozeman Midtown Action Plan, Montana Sam is an urban planner with a passion for environmentally-sound planning. His • Airway Heights Industrial diverse background and work in both public and private sectors has had him Subarea Plan, Washington involved in community revitalization, municipal planning, environmental planning, • Douglas County Wine and economic development. Building upon a desire to pursue community-based Industry Strategy, Oregon planning that promotes civic responsibility and public engagement, Sam delivers a • CREDC Strategic Economic range of technical, research, and analytical skills to support Leland's senior staff Development Plan, members on a wide range of projects. Washington Sam's prior experience has included work in both public and private sectors. He • University Place Regional most recently served as the planner and GIS specialist for PlanSmart NJ, a planning Growth Area Subarea Plan, and research organization in New Jersey committed to the advancement of sound Washington land use planning and regional cooperation. Sam utilized his research, writing, and • Roswell International Air creative skills to coauthor an award-winning guidebook aimed at helping state and Center Economic Feasibility municipal officials revitalize economically-distressed suburban communities. His Study, New Mexico prior experience also includes municipal planning with Park City (UT), further • Lane County Parks Master enhancing his ability to engage in a diverse range of planning tasks. Plan, Oregon Education • Downtown Civic Core Vision University of Utah, Bachelor of Science, Urban Planning and Action Plan, Renton, University of Utah, Bachelor of Science, Environmental and Sustainability Studies Washington • Town Center Master Plan, Skills and Expertise Wilsonville, Oregon • Technical: GIS, SketchUp, and Adobe Creative Suite • 82nd Avenue Study, Portland, • Research and Analysis: land use, demographic, real estate, and economic Oregon development • UTA Redwood Road • Public Speaking and Facilitation: public meetings, task forces, roundtables, and focus Multimodal Transportation groups Study, Salt Lake City, Utah • Coquille Tribe Comprehensive Publications Plan, Coos County, Oregon Author, with Lisa Cintron and Carlos Rodrigues: "A Guide to the Future: Repurposing . Sheridan EPA Brownfields Stranded Assets and Revitalizing Our Communities,"June 2016 Grant, Sheridan, Wyoming • South Redmond US-97 Plan, Redmond, Oregon • The Dalles Financial Analysis, The Dalles, Oregon People Places Prosperity I www.lelandconsulting.com 610 SW Alder Street,Suite 1200,Portland,Oregon 97205 1 503.222.1600 LELAND CONSULTING GROUP LID Justin Acciavatti Representative Financial Analyst Consulting Advisor Project Experience • Multnomah County Strategic Capital Plan, Oregon • Waterfront Master Plan and Development Strategy, Vancouver, Washington • Civic Campus Development Strategy, Woodinville, Washington Justin builds financial models for a wide variety of capital investment decisions. The • 82nd Avenue Study, Portland, expertise he extends to clients, including developers and planners, encompasses Oregon return on investment modeling for real estate acquisitions and development, and the . Banfield Property Analysis, application of analytics for those seeking clarity about financial outcomes and their Portland, Oregon impact on real estate.Justin provides an essential service for public and private entities, generating clear simulation models tailored to a project that determine • Wine Industry Strategy, confidence levels in any particular financial result. He cares about urban development Douglas County, Oregon that enhances the lives of its inhabitants through fostering interaction, efficiency in • Provenance Hotel Partners living, and general well-being through design. Fund I, Portland, Oregon Education and Accreditation • The Sentinel Hotel Financial MBA— Duke University (2006) Analysis, Portland, Oregon CFA—Level II Candidate • Nambe Tribe Reservation Graduate Coursework—Applied Behavior Analysis, University of North Texas Residential Development, B.A.—Psychology, University of Massachusetts Santa Fe, New Mexico Self-Directed Study—Statistics, Data Science • Mixed-Use Development, Skills and Expertise Saratoga, California Financial Modeling, Analytics, and Business Intelligence • Hotel 1000 Financial Analysis, • Business simulation models for investment banking, raising capital Seattle, Washington • Return on capital models for real estate acquisitions &developments • Hermosa Beach Development • Profit analysis, unit economics, compensation models Financial Analysis, Hermosa • Trends,forecasting, sensitivities, probabilities, risk, optimization Beach, California Predictive Analytics: • Hotel Max Financial Analysis, • Algorithms to predict default in capital leasing and consumer lending for financial Seattle, Washington technology companies • Predict future purchase behavior based on customer reviews • Data science and classification methods, such as binomial regression, data-splitting trees, neural networks People Places Prosperity I www.lelandconsulting.com 610 SW Alder Street,Suite 1200,Portland,Oregon 97205 1503.222.1600 © 0 Alex • DIRECTOR OF Over his nearly 20 year career,Alex has led multiple projects that create engaging environments developed through extensive community based i. design. His strength is working with residents, businesses and key stakeholders to translate visionary ideas into implementable actions. AREAS OF EXPERTISE Whether it is community planning, streetscape and corridor planning, or » Project Management managing complex multidiscipline teams for downtown plans, Alex uses » Urban Planning & Design highly visual and interactive approaches to make the planning and process » Transit-Oriented fun and interesting for the public, using techniques honed through his Development work with small and large communities.This has included community,town » Land Use Planning center and streetscape plans for for communities on the West Coast and » Public and Stakeholder Northwest. Engagement SELECTED PROJECT EXPERIENCE EDUCATION » Renton Civic Core Vision and » Wilsonville Town Center » MCRP, Community and Action Plan, Renton,WA Redevelopment Plan, Regional Planning, University > Tigard Triangle Implementation Wilsonville, OR of Oregon Plan and Strategic Plan, » North Milwaukie Industrial Area » Bachelor of Science, Tigard, OR Plan, Milwaukie, OR Planning, Public Policy and » Newcastle Downtown » Southwest Employment Area Management, University of Transportation, Circulation Concept Plan, Lake Oswego, OR Oregon and Connectivity Plan, » Route 66 Cultural Corridor and PROFESSIONAL AFFILIATIONS Newcastle,WA Business District Specific Plan, » American Planning » State Street Transit Oriented Barstow, CA Association Development Plan, Boise, ID » Downtown Dallas 360 Plan » American Institute of Certified » Ogden Bus Rapid Transit/Transit Update and Signature Corridor Planners Oriented Design Study, Design, Dallas,TX » Ogden, UT »Vice President, Oregon Main Street Refinement Plan, Chapter of the American » Gresham Civic Neighborhood Cottage Grove, OR Planning Association Framework Plan, Gresham, OR Tom • • - PRINCIPAL / CIVIL ENGINEER Tom brings 35 years of experience in implementing sustainable visions that balance community development needs, right-of-way demands, and environmental objectives in corridor,streetscape, and civic enhancement projects.As an early implementer and thought-leader in Complete Streets and green infrastructure systems, his design experience encompasses streets that AREAS OF EXPERTISE are complete, apply natural drainage systems and rainwater capture systems, and porous pavement designs. His experience has led to participation with » Civil Engineering cities and organizations across the country, including the National Complete » Complete Streets Streets Coalition,the Lady Bird Johnson Wildflower Center and the cities of » LID St. Louis, San Francisco, Philadelphia, Pittsburg, Paso Robles and Minneapolis. He recently contributed to MIG's development of NACTO's Urban Street » Streetscapes Stormwater Guide.to be publiched in June 2017.Tom's thoughtful leadership EDUCATION and collaborative management style help project teams prioritize and implement cost-effective, sustainable solutions that meet public goals for the » Bachelor of Art, Biology, future. Kenyon College SELECTED PROJECT EXPERIENCE » Bachelor of Science, TIB Complete Streets Award 0 F Street Improvements, Civil Engineering, University of Iowa Program Development, Port Townsend,WA Seattle,WA . On-Call Transportation » Certificate in Green TIB Sustainability and Streetscapes Engineering Services(including Infrastructure and Sustainable Training,Various cities,WA Water and Taylor Streets), Communities,ACEC Instructor Port Townsend,WA REGISTRATIONS/CERTIFICATIONS 0Green Streets Demonstration 0 Seattle Pedestrian Master Plan Program, Shoreline,WA and Right-of-Way Improvements » Registered Professional Engineer,Washington #25844 • Tolt Ave-SR 203 Corridor, Plan, Seattle,WA and Oregon,# 19031 Carnation,WA 0 Terry Avenue Complete Street • 21st Street Complete Street Plan, Guidelines, Seattle,WA » LEED Accreditation Paso Robles, CA, USGBC Central 0 Growing Vine Street, Seattle,WA Coast Innovation Award • Bellingham City Center Street PROFESSIONAL AFFILIATIONS • Winslow Way Street Planning and Design Standards, » Board Member, Committee Design, Bainbridge Island,WA Bellingham,WA Lead and Workshop • Pierce Transit, Pierce County,WA • 4th Ave Cultural Corridor, Instructor, National Complete Streets Coalition • Sound Transit Plan Review,WA Edmonds,WA » Policy Advisor Board Member, • Aurora Village Transit Center, • Sunnydale Redevelopment, Restore Our Waters, Seattle,WA San Francisco,CA Seattle,WA Bell Street Park, Seattle,WA • Euclid Corridor Streetscape » Member, Association of Improvement Project, Pedestrian and Bicycle Olympic Drive Non-motorized St. Louis, MO Professionals(APBP) Improvements, Bainbridge Island,WA Lolly �. CIVIL ENGINEER - Lolly has 16 years of engineering experience specializing in porous pavement, public green infrastructure, and housing projects. She has designed right-of-way infrastructure layout, including underground utilities,vault sizing, stormwater system design, and utility coordination. AREAS OF EXPERTISE Additionally, she has coordinated with city,transportation, and landscaping » Civil Engineering standards and she has experience with construction administration and field observation. Lolly has presented on various topics related to permeable » GSI pavement systems and site design and is one of the co-authors of the 2015 » Streetscapes American Society of Civil Engineering publication "Permeable Pavements". >> Permeable Pavements EDUCATION SELECTED PROJECT EXPERIENCE » BS, Engineering, University of . Seattle Public Utilities On-Call for • Bell Street Park, Seattle,WA Colorado at Boulder- College Porous Pavement, Seattle, WA of Engineering and Applied • Avalon Bay University District, Science • Kirkland Park Lane, Kirkland,WA Seattle,WA • Thornton Creek Water Quality • Green Stormwater Infrastructure REGISTRATIONS/CERTIFICATIONS Channel, Seattle,WA (GSI) in Parks, Maintenance >> Registered Professional 0 Rainier Vista Redevelopment— Facilities, Seattle,WA Engineer,WA#43675 Phase II, Seattle,WA • University of Washington West PROFESSIONAL AFFILIATIONS High Point Redevelopment— Campus Residence Halls, Phase I, Seattle,WA Seattle,WA >> Member of Seattle Design High Point Redevelopment—Phase • Woodland Park Zoo,Asian Commission, 2009-2011 II, Seattle,WA Tropical Forest, Seattle,WA >> Engineers Without Borders, 0 Neighborhood House Learning 0Woodland Park Zoo, Flamingo Seattle Chapter Center, High Point, Seattle,WA Exhibit, Seattle,WA >> "Design and Construction 0 Yesler Terrace Redevelopment, 0Woodland Park Zoo, Penguin Consideration of Permeable Seattle,WA Exhibit, Seattle,WA Pavements",WSU Puget Yesler Terrace, Red Cedar Project, » Sound Partnership Pavement Seattle,WA Workshop, Puyallup, May 2010 • Senator Henry M.Jackson Park, » Light Rail Review Panel, Everett,WA May 2011 » Member,ASCE/EWRI Permeable Pavement Committee, 2008- present >> Member, Public Art Advisory Committee, 2013- present © 0 Johanna • DIRECTOR OF .� Johanna is a registered architect with over 30 years of experience.As an architect,Johanna's emphasis is on integrating elegant design with the pragmatic discipline required to guide a project to completion. Client participation, programming, sustainability, structure, and natural site AREAS OF EXPERTISE considerations are all part of the balance she achieves in the design » Architecture process of each project. She is also valued for her strong skills in project management, design, and construction administration. EDUCATION PSMJ Project Management SELECTED PROJECT EXPERIENCE Bootcamp » City of Bothell Landing, » Masters of Architecture Bothell,WA » Assiniboine Park Zoo Journey University of Washington » Study for Camp Solomon "to Churchill,Winnipeg, » College of Engineering ecg Schechter Dining Hall, Seattle,WA Manitoba, Canada Kobe,Japan » Crossroads Park Town Hall » Hatfield Marine Science Center, Crossroads of Culture, Public Research Aquarium » Monbusho Scholarship Exhibit, Newport, OR to Japan, awarded by the Bellevue,WA » Lacerte Family Children's Zoo, Japanese Government » Destination Point Defiance Pavilion Dallas,TX » Boston Architectural Center Planning and Programming, Tacoma,WA » Lowry Park Children's Zoo, » Bachelor of Arts in History Wallaroo Station,Tampa, FL University of Washington » Hakone Estate &Gardens Master Plan, Saratoga, CA » Minnesota Zoo, REGISTRATIONS/CERTIFICATIONS » Point Defiance Park Japanese Heart of the Zoo, Phase Two, » Architect in WA Garden,Tacoma,WA Minneapolis, MN » South Coast Botanic Garden » Smithsonian National Zoo PROFESSIONAL AFFILIATIONS Children's Garden, Grasslands Exhibit, American Institute of Palos Verdes, CA Washington, DC Architects > Sammamish Library, Seattle, WA » Oregon Zoo Great Northwest » American Library Association » Exhibit, Portland, OR Seattle Mounted Police Patrol San Francisco Zoo South AWARDS Facility, Seattle,WA » American Gateway Exhibit, San » AZA Top Honor Exhibit » West Woodland Elementary Francisco, CA Award,Assiniboine Park Zoo School, Seattle, WA » Woodland Park Zoo Night Journey to Churchill, 2015 » Calgary Stampede, Exhibit, Seattle,WA » CAZA Thomas R. Baines SAM Western Heritage Centre, » Woodland Park Zoo Tropical Award,Assiniboine Park Zoo Calgary AB, Canada Rainforest Welcome Gate, Journey to Churchill, 2015 Seattle,WA /11/ CAS CA D I A P A R T N E R S ALEX STEINBERGER Partner 1 Cascadia Partners LLC 1 cell: 971.8o8.2366 1 steiny@cascadia-partners.com PROFESSIONAL EXPERIENCE Urban Analytics Partner, Cascadia Partners LLC, Portland, OR 4/30/2o18—Present Building a portfolio of projects that harness cutting edge planning tools and analysis techniques Developing fiscal impact models,scenario planning software,and other urban analytics tools for clients across the country Project Manager, Fregonese Associates Inc., Portland, OR 9/3/201.2-4/27/2o1.8 Managed projects at a range of scales–from single sites and corridors to entire metropolitan areas. Developed scenario planning tools and managed development of Envision Tomorrow,a suite of urban and regional planning tools Designed public engagement tools including web-based mapping tools and virtual open houses Assistant Planner, Oregon Department of Transportation, Portland, OR 1.1./1./201.1.-8/31/201.2 Coordinated a pilot project using Bluetooth to collect origin-destination and travel time data. Assisted in writing and producing graphics for the Rose Quarter Facilities Plan and worked with an inter-agency team on the City of Portland's N/NE Quadrant Project. Collaborated with agency partners on web-based public involvement strategy. SELECTED PROJECTS • SB 743 Case Studies, Sacramento and Los Angeles, CA– 2o1.8 • SA Corridors, San Antonio, TX– 2o16 - 2o1.8 • TOD Economic Impact Study, Kansas City, MO – 2017 • VIA Transit Supportive Land Use, San Antonio, TX– 2014 - 2015 EDUCATION Master of Urban and Regional Planning:2010–2012 Portland State University,Portland,Oregon o Geographic Information Systems Certificate Bachelor of Arts,Economics:2004–2oo8 UCLA,Los Angeles,California REFERENCES John Fregonese 1 President 1 Fregonese Associates 1 1525 Park Avenue,Suite 200,Portland,Oregon 97203. 1 (503)228 30541 john@frego.com Ian Carlton 1 Project Director I ECONorthwest 1 222 SW Columbia Street,Suite 1600,Portland OR 97201 1 (503)222-6o6o 1 carrlton@econw.com Christopher Lazaro I Redevelopment Officer I City of San Antonio,TX I loo W Houston Street,San Antonio,TX 78205 1 (210)207- 396o 1 Christopher.Lazaro@a sanantonio.gov /11/ CAS CA D I A P A R T N E R S ALEX JOYCE Managing Partner I Cascadia Partners LLC I cell: 503.927.2872 I alex@cascadia-partners.com PROFESSIONAL EXPERIENCE Managing Partner, Cascadia Partners LLC, Portland, OR 8/1/2017—Present - Managing complex planning and development finance projects across the United States.This includes public-private partnership developments,portfolio analysis for major public-sector agencies,site planning and feasibility assessments. Principal, Fregonese Associates Inc., Portland, OR 6/1/2oo6-7/31/2017 Led the development of the Envision Tomorrow scenario planning software in cooperation with universities,regional governments and top researchers. Managed land use and real estate projects at a range of scales for public and private-sector clients. SELECTED PROJECTS • Walnut Park Public-Private Partnership Feasibility Analysis, Multnomah County – 2017-2018 • Land Use and Transportation Modeling, Urban Growth Boundary Remand, Bend OR – 2015-2017 • Tax Increment Financing (TIF) Feasibility Analysis, Gunnison CO - 2o18 EDUCATION - Masters of Real Estate Development:2014–2017(4.o GPA) Portland State University,Portland,Oregon - Masters of Urban&Regional Planning:2oo6(3.75 GPA) Florida State University,Tallahassee,Florida o Dual Concentration in Environmental Planning&Growth Management o Certificate in Urban Design - Bachelor of Political Science,Minor in Psychology 2003,Cum Laude(3.6 GPA) Florida State University,Tallahassee,Florida CIVIC AND PROFESSIONAL ENGAGEMENT AICP-Certified Planner ULI Next 10 Member NAIOP Associate Member AIA/APA/ASLA Urban Design Panel Member REFERENCES Chris Nelson I Principal I Capstone Partners 11015 NW 11th Avenue,Suite 243,Portland,Oregon 97209 I (503)226-1972 I cnelson@capstone-partners.com Dr.Abe Farkas I Director of Development Services I ECONorthwest 222 SW Columbia Street,Suite 1600,Portland OR 97201 I (503)222-6o6o I farkas@econw.com Paddy Tillett I Principal I Zimmer Gunsul Frasca Architects(ZGF)LLP 11223 SW Washington Street,Suite 200,Portland, Oregon 97205 1 (503)224-386o I paddy.tillett@zgf.com KAARIN KNUDSON, AIA •'�` '� �"= Principal and Partner, LARCO/KNUDSON In the past decade, Kaarin has led a variety of high-profile urban design, planning,and architecture projects in communities throughout Western Oregon.Typically her projects have included consequential public involvement, meaningful place-making objectives, r ambitious sustainability goals, and complex site or programming requirements that bridge from entitlements to the design phase.As a principal and partner at LARCO/KNUDSON, n. her work is focused on helping teams and project leaders to accomplish sustainable urban design,effectively engage key decision makers and constituencies,and position multiphase projects for success in an era of changing climate and disruptive technologies. A talented collaborator with a track record of award-winning work, her projects for public and private clients have been honored for their design quality and contributions at the neighborhood,campus, building, interior,and urban scales.She has developed and facilitated public design processes for large-scale urban redevelopment plans, university planning studies, mission-driven organizations,and community housing coalitions. Trained as a journalist before becoming an architect, Kaarin also teaches urban design and architecture at the UO College of Design.She is currently co-authoring a book on Sustainable Urban Design (Routledge, 2018). RELEVANT PROJECTS+CONSULTING • OMSI Campus Redevelopment RFP Consulting, Portland, December 2017 • Community Sustainability Assistance System (CSAS) Feasibility Study, U.S. Environmental Protection Agency(EPA),Washington, DC,2017 • Bierly Development,Sustainable Urban Design Consulting for Otak, Beaverton, 2017 • Better Housing Together, Housing and Public Involvement Campaign,2017 • EWEB Riverfront Master Plan and Public Involvement Process*, Eugene,2009-2010 • Downtown Riverfront Specific Area Plan and Form-Based Code* Eugene, 2011-2013 • Eugene City Hall*, Eugene,Oregon, 2013-2016 • 4.1 Arts&Technology Academy, Middle School Siting Proposal*, Eugene, 2014 • 4.1 Churchill High School STEM School*, Eugene, 2013 • Edwards Community Center and Pocket Neighborhood*,Aloha, 2011-2013 • UO University Street Feasibility Study*, University of Oregon,2011-2012 • Crow Road Area Planning Study*, Eugene,Oregon, 2013 • Crescent Village Town Center and Mixed-Use*, Eugene,Oregon, 2008-2009 EDUCATION Master of Architecture, University of Oregon,June 2007 Graduation Standard Bearer, International Study in Japan, Italy,and Turkey Bachelor of Arts, magna cum laude,Journalism and Fine Arts Oregon NCAA Woman of the Year University of Oregon,June 1999 PROFESSIONAL AFFILIATIONS Member,American Institute of Architects(AIA) Member, International Association for Public Participation (IAP2) Member,American Planning Association (APA) Board Member,Architecture Foundation of Oregon *Projects completed as Planning Specialist and Project Designer for Rowell Brokaw LARCO/ KNUDSON NICO LARCO,AIA r Principal and Partner, LARCO/KNUDSON 1 Nico Larco has worked and led research in sustainable urban design for the past two decades and developed the Sustainable Urban Design Framework as a comprehensive tool that can guide the sustainability approaches for projects at a variety of scales. He is a nationally recognized expert on how technological advances such as autonomous T vehicles, e-commerce, and the sharing economy are changing city form and development. _ Focused on this work, he is the founder and leader of the Urbanism Next Research Initiative, has run workshops and charrettes nationally on this topic, and is currently coordinating work in this area with various municipal and state agencies around Oregon and nationally. He is an Associate Professor of Architecture at the University of Oregon and is a Co-Founder and Co-Director of the Sustainable Cities Initiative,a nationally and internationally awarded, multidisciplinary organization that focuses on sustainability issues as they relate to the built environment. Nico has received numerous national and international awards for his work and was recently a Distinguished Fulbright Scholar in Spain. His work has been the subject of articles in the New York Times, Forbes,the Chronicle of Higher Education, Streetsblog, Planetizen, and the Financial Times of London. He is a licensed architect in Massachusetts and has worked professionally in the fields of architecture, urban design, planning,and development. RELEVANT PROJECTS • Community Sustainability Assistance System (CSAS) Feasibility Study, U.S. Environmental Protection Agency(EPA), Washington, DC, 2017. • Bierly Multifamily Housing Development,Sustainable Urban Design Consultation with Otak, Beaverton,Oregon,2017. • Urbanism Next Initiative studying how emerging technologies such as autonomous vehicles, e-commerce and the sharing economy are impacting city form, design and development. Currently convening Portland Metro Area transportation leaders to discuss this issue and planning 2018 meeting with AIA,ASLA,APA and ULL • Site Design for Multifamily Housing-Code language from this work used in Oregon Model Development Code for Small Cities. EDUCATION University of California, Berkeley Master of Architecture, 2001 Master of City Planning(in Urban Design),2001 Cornell University, Ithaca, New York Bachelor of Architecture, 1996. Bachelor of Arts, Cognitive Psychology, 1996. AFFILIATIONS Licensed Architect(Massachusetts), 2003-Present NCARB Certificate, 2006-Present American Institute of Architects(AIA) Member,2003-Present SUSTAINABLE URBAN DESIGN 3935 NE STANTON STREET PORTLAND OR 97212 LARCOKNUDSON.COM l� The Nielson Group CAPITAL FINANCE STRATEGIES SHARON NIELSON Principal,The Nielson Group,LLC EDUCATION Marylhurst University Bachelor of Science,Business and Management Masters of Science,Management EXPERIENCE • Due diligence coordination and collaborative negotiation of business terms and underwriting processes with all financing sources. • Perform project feasibility analysis including preparation of preliminary financial and concept structure for project sponsors. • Develops and manages multisourced financing strategies. • Coordination of private-sector financing and social impact investing for projects ranging from$1.5 to$25 million resulting in over 1,500 units of multifamily housing. Sharon understands that sound projects are the product of collaborative finance relationships,working from a common purpose,where project sponsors and funders share and mitigate risk,through open dialogue and a thorough due diligence process,jointly undertaken by all stakeholders. Sharon embraces challenges as opportunities to grow and enhance project performance.Her approach to project finance is grounded in her over 20 years as an independent consultant and business owner,successfully completing a diverse range of projects(rehabilitation and new construction)in urban,suburban,and rural communities. Sharon has substantial experience in successfully obtaining financing for extremely complex transactions—she is known for taking on the"difficult"projects and seeing those projects through to completion. She possesses a deep understanding of the internal and external implications to a sponsor resulting from capital project financing and development.Learning from such collaborative and community-based efforts, Sharon brings projects to sustainable fruition and focuses the power of intention and accountability to guide the team and strategy that"gets it done." Leading the sponsor's team in the dynamic process of project finance and development,Sharon continuously stewards the process.While navigating the project through the inevitable financing changes that accompany any significant capital project,she advances tangible solutions and sustainable financing relationships through the promotion of mutual trust,clarity,and integrity. She provides short and long-term assistance at any stage of a capital project,from inception through implementation to leverage the financial, social and environmental opportunities. REPRESENTATIVE PROJECTS Project Financing: • Bridge Meadows 2,Intergenerational Family/Senior Housing,Beaverton,Oregon(finance closing) • Taft Home: Reach CDC/Concepts in Community Living,Residential Care Facility for Fragile Elders, Portland,Oregon(project planning) • Generations: Guardian Real Estate Services/NAYA,Intergenerational Family/Senior Housing—Native Population,Portland,Oregon(finance closing) • The Mustard Seed Project:Green House/Assisted Living Project,Key Center,Washington(project financing strategy and implementation) • Cornelius Place:Mixed-Use Library/Senior Housing Project,Bienestar/City of Cornelius/Bridge Housing Corporation(project financing strategy and implementation) Project Feasibility and Planning: • Guardian Real Estate Services,Acquisition/Rehab Financing Feasibility,Beaverton,Oregon • ROSE CDC,General Development Strategies Consultation,Portland,Oregon • Marion County Housing Authority,Re-entry Housing Feasibility, Salem,Oregon • Bienestar,Strategic Development and Partnership Consulting,Hillsboro,Oregon • Marion County Housing Authority,Wood Park Terrace Acquisition/Rehabilitation feasibility,Woodburn, Oregon 3125 NE 151h Avenue, Unit B, Portland, Oregon 97212 Ph (503)296-7796 • www.thenielsongroup.net 90TRCNinc government executive league Advancing Communities Andy Parks, CPA Mr. Parks has served local governments for more than 25 years as a consultant,advisor, and in executive leadership positions. He co-founded GEL Oregon, Inc., in 2003 to share his expertise gained providing financial and strategic advice to the fastest growing city in the state of Oregon. Andy assists municipal organizations with: • Performance management • Financial advisory services • Urban renewal/economic development • Strategic planning • Best practice selection and implementation • General aviation He has also performed several short to mid-term length interim director assignments. Mr.Parks is a passionate advocate and user of business principles in local government. He's been a pioneer in the collection and analysis of information from comparable organizations to help his clients: • Understand their organizations better; • Identify opportunities and strategies to gain a competitive advantage; and • Provide long-term stability. Andy's public sector career began in 1988 with the City of Bend. During his tenure,Bend became a leader in the use of technology and performance measures as it grew from 18,000 to 53,000,while: • Increasing and expanding services; • Improving efficiencies; and • Expanding its infrastructure while keeping its water and wastewater utility rates among the lowest in the United States. Mr. Parks has provided expert testimony and been a speaker at national and state association organizations of finance, administrative, and elected officials. He served on many non-profit boards of directors. Mr. Park retains his certified public accountant credential and has a Bachelor of Science Degree in Finance from the University of Oregon. Representative Clients Oregon Cities: City of Albany,City of Baker City, City of Bend, City of Central Point, City of Dallas, City of Fairview, City of Grants Pass, City of Gresham, City of Madras, City of Milwaukie, City of Newport, City of Oregon City, City of Portland, City of Prineville*, City of Redmond, City of Roseburg, City of Scappoose, City of Sutherlin, City of Troutdale, City of Union, City of Veneta, City of West Linn,City of Wood Village Oregon Urban Renewal Agencies: Lake Oswego*,Medford,Newport,North Bend, Oregon City* Oregon Special Districts: Crook County Parks and Recreation District, Housing Works,La Pine Parks and Recreation District,Madras Aquatic Center *Long-term continuing relationships D � � a DAVID EVANS AND ASSOC IATES irvc. Scott Harmon, PE, PTOE Associate/Senior Transportation Engineer BIOGRAPHY Scott is a project manager and senior transportation engineer in DEA's Portland, Oregon office. His work encompasses a broad range of transportation engineering, including corridor plans, bottleneck evaluation, multimodal transportation plans, performance measure evaluations, strategic investment planning and transportation planning rule compliance. He has helped communities and regions to prioritize transportation goals, identified the most efficient analysis tools to evaluate projects, and facilitated stakeholder alignment to achieve focused solutions that meet community needs. EDUCATION RELEVANT EXPERIENCE BS, Civil Engineering, 1997, Tigard Triangle Redevelopment Strategy, for ODOT, Tigard, Oregon University of Washington Scott was the traffic sensitivity task leader for a strategic redevelopment REGISTRATION strategy for the Tigard Triangle. The plan evaluated redevelopment strategies Professional Civil Engineer, Oregon that take advantage of the potential future SW Corridor high capacity transit (70839PE), 2007 corridor improvements to build upon better transit. The anticipated outcomes Professional Traffic Operations will implement a transit- and pedestrian-oriented land use plan based on Engineer (#3025), 2011 in-depth market and financial analysis; identify and prioritize multimodal and infrastructure improvements that support the land use Tigard Triangle Re Zone Transportation Planning Rule (TPR) YEARS OF EXPERIENCE Compliance, for City of Tigard, Tigard, Oregon 22 Scott was the project manager and lead traffic engineer for the evaluation of the traffic impacts associated with the proposed rezoning of the Tigard Triangle. This work build on the earlier redevelopment strategies and compared the reasonable worst case traffic impacts of the current car dependent zoning to that of the proposed mixed use multimodal rezone. Scott led the trip generation calculations, traffic analysis and identification of impact mitigation. Scott facilitated review of the analysis with ODOT and City staff and facilitated a mitigation plan acceptable to both parties. Southwest Corridor Draft Environmental Impact Statement(DEIS) for Metro, Portland, Tigard, Tualatin For the 12-mile SW Corridor Light Rail project between downtown Portland and Tualatin Oregon. DEA is providing NEPA-related services including transportation/traffic analysis and visual assessment. Scott is the led traffic engineer for the evaluation of traffic impacts in the Tigard and Tualatin segments of the corridor. Washington County Transportation Futures Study, Washington County, Oregon Building on the County's TSP work, this longer-term Study looks further out into the future and provide an evaluation of tradeoffs between potential investment strategies. Scott was the transportation task lead for the evaluation of two land use scenarios and two transportation investment packages that will be evaluated across a broad range of performance measures. The study will identify areas of agreement, unresolved issues, and future opportunities for transportation and land use in Washington County.